You folks can be a great source on information. How do things look going forward? In the steel industry things look fairly bleak, but I would love to hear from good folks on the front lines if they think things are as bad as it seems in the press? Thanks.
Take your word on the pay. The real concern is on products. Qcom used to have product superiority, but it seems those days are gone. It seems, but are there product in development to turn this around? I have not read much saying anything big coming out in the near future. This is a company with many ups and downs, but right now seems down. I would need some positive news with great implications to buy.
about what one might expect.
It seems like in bond negotiations things get to be a bit unpredictable. We shall see, I wonder if all the put buying is a prediction, and hedge, both? However looking at it simply it seems like smart money may be predicting things do not go MBI's way. I am sidelined on the stock for now.
Always possible, but the dollar has to get weaker, bottom line. ECB may do another QE, which will not help the dollar.
holding their bag.
I would have sold all many points ago. but I bet it heads down from here.
thanks for the reply. I am not sure where the figures for point 1 come from, but I will say they are fine. I think it's point 2 which is more critical. from what I read about Rax's management of a section of AMZN could services it was not a big money maker, and also could be viewed in a variety of ways for future growth, good and ad. It's not only a question of how Rax does in the transition, but the industry as well. I wish I understood the industry better but my gut is over the long run services is done in house by the giants and the giants win, not saying Rax is a bad company, just the way things often play out in business.
I thought the spin and the fact wall street and silicone valley investors should want this stock up I thought would take it up short term. Just watching it for now.
is you can not believe how the stocks keep falling, in this case lets say iron ore or steel stocks. And it seems like they can not get any cheaper and you buy thinking this is the bottom. but it keeps falling. These bottoms I think turn out to be more obvious if you had just waited. In the case of X some major event like limiting imports, or in a broader scope US dollar goes down. A real bottom seems to form when lots of people are starting to say this is getting too cheap, one of the rare cases where the majority are correct. I have not seen that yet If you are patient and wait for the all clear signal, which if you are smart enough to hear, and you may miss to bottom 10% dip, but you do not risk another 20%, is this the bottom yet dip.
square. If it could be done to somehow to easily credit the merchant, only reason I can think of SQ has a better cash back system, which I do not believe exist and will lower profits, or some sort of better buyer protection, perks,and which in the long run do not mean much. I am just trying to get at the larger market is the consumer (vs merchant) but I do not know how they can tap into it. Home readers for internet encryption and transmission transactions are out there already. Also how long till appl just builds a credit card chip reader into their phone, or it's an option on a model? I am looking to see how square acts short term. seems like the kind of stock which would rise on hope.
I have been following Rax for a long time. Why are you bullish? It seems like the sector is now over supplied, becoming more and more of a commodity. I look hard at stocks which have fallen this much, but it does seem many in the sector are not doing well in terms of profit and pricing.