On the show:
1. talked to many disgruntled workers.
2. talked to some disgruntled clients.
3. raised questions about future profitability of most areas except perhaps cloud. Interviewed an analyst from Forrester Res. who was extremely critical of Amazon profitabily prospects, a Ms. Mulpuru.
I would say 90% negative imho.
Talking about employees dropping because of heat, work pace etc. Sounds like unionization effort.
Sybil is not like Woody Allen. More like a white Mr. T, with a brain. Forcast for those messing with Syb: "PAIN!"
Looks like most of the available supply will be used in solar panels. $35 looks easy unless the economy collapses, but if that happens, my bearish bets pay off.
Might get a false breakout up first, then a sharp downswing. If it manages to get to $340, will be the greatest short. If on the other hand Faber is critical in his report on CNBC, might just breakdown right away.
Take a bow Mr. Ski :)
Syb is not a "tr'ny". Syb is like the "most interesting man in the world" in the Dos Equis beer commercials, a world traveler & ladies man. You & Phil are just envious.
Or with the money I save by making my good burritos at home, I buy a couple of bottles of cerveza!
The dollars I save go right into the gas tank. How many consumers at this moment are thinking the same thing? My bet would be lots & lots. Chippy burrito growth will slow.
Elon Musk has a space program. Dragon capsule can carry 7, will be ready to carry people in a year or two.
CMG would trade below $250 if it traded at same P/e as Panera; a 30% decline at least would take it down to low $400s.