Stocks

[Wings]

They've had 3 straight wins so far with their latest releases. PokemonGo, Super Mario Run, and now the biggest console release in US history with the Switch. Good for them.

Isn't Pokemon Go not Nintendo's release? I seem to recall Nintendo's stock falling in the summer after investors realized this.

 

[Pharaoh]

Well it technically is Niantic and Gamefreak, but good publicity for a game where the primarily platform is Nintendo is still a win for them IMO.

 

[Adriano@10]

Well it technically is Niantic and Gamefreak, but good publicity for a game where the primarily platform is Nintendo is still a win for them IMO.

Actually they owned something in the region of 30% of the pokemon go app due to image rights and so on.
Althought i never found the exact figure but its clear that they owned some part of the game and most articles speculated that it s somwhere in the region of 30%.

 

[Adriano@10]

So how are you guys doing after the first quarter? I have had a fantastic year thus far up 12% on my personal portfolio and around 14% on average on my customers.

Also i wanted to say once again that you guys should take a look at canopygroth corporation(WEED) first unicorn to emerge out of the Weed sector. Their very well positioned their from Canada but have subsidiaries and cooperations all around the world or at least everywhere where Medical and maybe even recreational Weed is expected to be legalized in the next couple of years. On top of that they have a very diversified portfolio in the sens of they have medical marijuana companies but also recreational marijuana companies and they also have companies within their portfolio who dont grow weed them selfes but provide other services within the industry.
I bought them 2 weeks ago but even now that their on a all time high i d still recommend them.
It s in my opinion the best managed marijuana company in the world, it for sure is the one with the biggest grow space and biggest market cap it s also the only weed company that got partially financed through government credits.
Now since economies of scale are quite Important in the business of growing weed and since they are already the largest producer right now I just dont see how they will not become even bigger once it is fully legalized or once at least the medical use will be more widely accepted through out the world.

It has to be said that i used to be a huge pot head and i still smoke a joint occasionally(when ever inter plays), so maybe i m a bit to convinced. But in my opinion it will only be a matter of time till more countries will follow Canada and fully legalize it just like we will see more and more countries legalizing the medical use of cannabis, Imho when this happens sales will go through the roof and canopy growth should do so too. Also at current prices it would even be a fair investment if only the countries who are already on route to legalization keep their promises.

Bottom line IMHO a huge opportunity for everybody who has money that he does not intend to use in the next 3/5 years and has no morale problems with investing in weed.

 

[crzdcolombian]

Trump people are very anti weed. Until a more pro weed government comes feel it's not a great of an option. It's like buying HD DVD after Sony paid the big studios to use blu ray even tho it was a shitter product. I am anti weed and never smoked. More because pot heads say they only sort of like it and just once in a while then you live with one and it's 3x+ a day. But yea I defiantly agree with you it's only a matter of time before it's legal in the US. Colorado weed tax revenue is doing great things for their schools but just current administration isn't weed friendly. I personally don't get why weed is illegal but cigarettes are fine or booze but what can you do

 

[Adriano@10]

Not really your assuming that the US is the only market. First of all canopy growth is canadian based so they wont have to put up with trumps BS. In a way Trump is even helping them with weed not being legal on a federal level he s baisically holding any weed grower in the us back meaning they can only sell within their state and cannot export even if it s medical. On top of that it s very hard for them to get loans and in some states they cannot even set up simple banking accounts. All this gives canopy a huge advantage over the US competition. Also canopy is not only producing recreational weed but also medical and i dont see how trump can push back on that, I m pretty sure people would take to the streets if he took away their weed.
Also as I said before Canpoy already sells in Germany in the US in Brazil as well as in Australia and these are just the biggest countries they already moved into. Also with the Canadian market alone to be estimated as a 6 billion $ industry the current stock price of around 10$ is almost justified by that alone.

Also that s why I said for everybody who has 3/5 years time horizon can make a killing with this company. As i said before the weed market is on the rise with many countries talking about legalization ore talking about legalizing Medical use of weed. There s a shit ton of medical studies beeing now done and if they confirm what initial studies have already shown sadly mostly with sample sizes to small to be relevant, then the whole healt sector will look at weed as a fucking saviour. There are many illnesses that can be treated with weed and 99% of the time the weed treatment is way cheaper then pharma drugs hence health insurers will have an incentive to push patients towards treating their diseases with weed. And as you already said before it s only a matter of time till countries cannot ignore the huge tax benefits they ll get from legalizing weed.

Again bottom line you ll take on a big risk but if you believe that the medical use and the legalization of weed will keep on moving forward then you re gonna make a killing with this stock within the next 3/5 years. There is simply no discussion around the fact that they currently are the best positioned weed grower as well as the best managed.

 

[Fapuccino]

Savage

https://twitter.com/elonmusk/status/848935705057280001

It's amazing how they've surpassed total market values of car giants with so much less production. Soon enough they'll be #1 most valued car company in the world.

 

[Pimpin]

being subsidised out of this world is helping that case too.

 

[Pharaoh]

being subsidised out of this world is helping that case too.

TBH it's the right thing to subsidize. You want to push technology, not keep depending on outdated tech.

 

[Fapuccino]

Subsidies barely put a dent. For last year, Tesla was valued at $475,000/car produced, while GM is valued at $5,000/car produced.

I got to give to Musk. Since Robert Downey Jr. used a Roadster in Iron Man, he marketed the hell out of his companies.

 

[crzdcolombian]

being subsidised out of this world is helping that case too.

not really.... people buying them aren't exactly poor that need it. Fine the "Cheap version" will be $35k with the $7,500 subsidized by the government in the US. Still for $35 k thats the price of an Audi A4 or a BMW not a VW Jetta. I was actually interested in buying their model 3 but not crazy on the whole preorder thing.... waiting on them to come out with a SUV but got the Audi Q3 SUV instead

With Tesla I am most interested in the solar roof tiles he developed. Think I read it will cost around the same as regular new roof but give you free solar energy that revolutionary. If it really is around the same price why wouldn't every one put that in their house? To me this is a iPhone/smart phone type product.

Currently in the US you either got to pay a 3rd party solar company to come lease you a 20 year ugly solar panels on your roof Or pay $15k plus to buy the panels. Not to mention your electric bill. Mine is $30 for electricity, $30 to deliver my electricity then a $35 FK u special customer fee.

link to the tesla solar thing
http://www.bbc.com/news/technology-37809151

 

[Pimpin]

Subsidies barely put a dent. For last year, Tesla was valued at $475,000/car produced, while GM is valued at $5,000/car produced.

I got to give to Musk. Since Robert Downey Jr. used a Roadster in Iron Man, he marketed the hell out of his companies.

50000 per car? That may be a bubble jk jk.

Its not only teslla that produces electric cars. I am not a fan of elon musk but lets see what happens

 

[Adriano@10]

First of all Tesla only trades as high because it is not only a car company like CRZD said. It s also solarcity and their energy storage unit. On the solar tile in the last investor call Musk claimed that they ll be cheaper and more efficient then traditional solar panels. On the subsidies in the US at least if you believe their CFO is actually more harmful to tesla in some states then it is beneficial. This has to do with a contingency cap on subsidies that they receive so on a per car basis for example the chevy bolt is heavier subsidized then any tesla because chevy rolls out a way lower number of electrical cars again listen to the investor call if you want more details on this. Of course this only applies to the us in countries like sweden there is no doubt that the subsidy has a huge impact on the number of cars sold.
Crzd on the 3 being as expensive as a q3 that is only true if you look only at the acquisition price. If you take into account maintenance cost the tesla will come you cheaper, no gas costs and there are already many insurers giving lower rates to teslas then other cars because they have proven that their cars with self driving mode are safer then normal cars, on top of that your tax burden will be lower in most places on the world if you get the tesla.

Also you people are not considering that an electrical engine is way cheaper in production and maintenance then a combustion engine once critical scale has been reached which should be the case with the finishing of the new gigafactory.
And even though i think the valuation is very high at the moment i can understand people still putting money into it even at that price, also i m more and more a fan of elon, i was very critical of him in the beginning and though he was making to many promises on which he ll never deliver but thus far he did deliver despite many critics and obstacles.

Last but not least all you guys have forgotten about their energy storage division which most investors rate very high and many even as the most valuable asset of Tesla, again it s expected to really kick in once the gigafactory is fully completed.


Note im not defending the price of tesla at 300 just saying that there are many other factors then just the car business which play a role.

 

[crzdcolombian]

No the model 3 isn't even on sale yet. And you have to put down a $1k preorder deposit to potentially get it in 2018. I recently moved back to CT from Boston so needed a car right away. My wife got into a residency program near where we are from. So no more train. Yes you can't compare a luxury electric car to a regular one. Wasn't trying to compare. Tho annoying when people compare a Jetta/Camry with a tesla or a BMW.

The 35k model is nice but the infustructure isn't there yet. I mean in NYC, Boston and major cities you see charging stations but most places you can't find them. That is why Tesla shares its patents. It wants more electric cars out there so infustruce will be built. They are a luxury car. They need the Vws and Toyotas of the world to catch us so multiple charging stations will be built.

Solar city is kind of a loser for them. They get a decent amount from subsidies but think they bought this company for social reasons. I am just not sure how they can scale or grow the car business until other companies sell enough electric cars to have the infustructue to go on long trips. For me they are over valued unless they can make the solar tiles thing happen quickly. That is a game changer for them

Another big hurdle for them in the US at least is bullsht regulations. In certain states companies are required to sell cars through a dealership. They also don't let tesla have them. Think this is a issue in Texas or Florida. In Boston we have a show room in the mall

Hurdle for the solar tiles. Basically you get rid of the electric company. Sure they will lobby against that

 

[Pharaoh]

I'm not sure what Pimpin was referring to, but the subsiding I was talking about was more for the company not the consumer. Tesla got a lot of benefits under Obama that helped them flourish after the roadster success. Not taking anything away from Musk, but they did get a solid push in their favor.

That being said, they also are pushing tech and are years ahead of their competitors. Also, they're getting the benefit of not having to resell through distributors but rather straight to the consumer (in most states at least). Some places like Utah and Texas are not letting them, but it's their loss. Consumers just go to a neighboring state to buy the car and then drive it back.

 

[crzdcolombian]

Comcast announced it is going to be a cellphone carrier. This tanked Tmobiles stock. As everyone thinks Comcast will buy them. I still think Comcast will buy. Interesting stock but feel like most of value is due to everyone thinking Comcast, Sprint or another cable provider will buy them

 

[Adriano@10]

Your right but those rumors about t mobile being bought up are around for aver a year now. So the price is already quite high to a point where i think it s to expensive since we should not forget that we re only talking about t mobile us and they are already treading at a P/E of 37 in comparison ATT trades at a P/E of 19 so quite a bit cheaper. So imho the upside is very limited first of all the takeover rumours are around for over a year now so they should be priced already priced in to the t mobile stock, on top of that t mobile is already quite expensive if you compare it with it s peers.

 

[Pharaoh]

Comcast announced it is going to be a cellphone carrier. This tanked Tmobiles stock. As everyone thinks Comcast will buy them. I still think Comcast will buy. Interesting stock but feel like most of value is due to everyone thinking Comcast, Sprint or another cable provider will buy them

Wait what? How does that work? If Comcast is going to buy T-Mobile, that stock should SOAR. That's counter to what the market has shown in the past.

If Comcast is going to buy another wireless company then it makes sense for T-Mobile's stock to nosedive.

 

[crzdcolombian]

Wait what? How does that work? If Comcast is going to buy T-Mobile, that stock should SOAR. That's counter to what the market has shown in the past.

If Comcast is going to buy another wireless company then it makes sense for T-Mobile's stock to nosedive.

not especially because reason Tmobile is so high like Adriano said is because it will be bought out soon. No reason why Tmobile is anywhere near as high as it is. I owned Sprint when it was like 80 cents. I didn't think they would go bankrupt and defiantly thought a company would buy them. A company did and their stock jumped to 5 or 6 bucks a share. That massive gain is already built into T mobiles stock price.

I mean lets say Amazon or Apple want to get into the gaming world. They can buy Sony or Nintendo. I mean its possible but not likely. IF Nintendo was shopping around to sell itself it would also not gain as much as if Microsoft, Apple or Sony just came out one day randomly saying O yea we bought Mario. T mobile is openly saying come buy US !!

 

[firmino]

According to this article: http://businessinsider.com/amazon-is-all-in-on-video-games-2017-4?IR=T

Amazon has already its eyes on the video games market