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Sanrith Descartes

Sanrith Descartes

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Big Phoenix said:
Well they also delayed their 10nm CPUs until July 2021 as well.
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Here is my take. Fortress balance sheet. They drop 10% on double earnings beat but delays of products. If it just gets back to the close by end of the year I make 11% with dividends in 6 months. I am confident it gets back well above the close of $60.

I have said this before, but in the Coronachan environment we are in, invest in the balance sheets. I do some wonky trading in SPACS, but almost the entirely of my portfolio is built for the longterm on companies like this who come out on the other side making as much or more money than they did before Coronachan hit us.
 
TJT

TJT

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Sanrith Descartes said:
How does JAMF compare to IBM's Maas360? I thought that was the gold standard of business device management. I ended up not using it at my company because after my partner saw what it could do he was like "fuck that NSA shit".
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RT this. GM uses Maas360 and JAMF's edge is that it is much sleeker and cheaper. Like most IBM shit, it is hard to implement Maas360 and requires a lot of people to maintain it. JAMF has a lot more ease of use.

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SaaS for business application/infrastructure purposes is going to be more and more common because the cost benefit analysis is just too great. A lot of these places have flexible contracts and pricing so you can scale up or down on the fly. Which was never possible with the older software model. As an example, New Relic. I was a performance engineer for 4 years. Absolutely nobody during my entire time doing that would have even considered the idea of paying a subscription fee for application performance monitoring on internal test environments. Because that is what you're paying performance engineers for.

Nonetheless New Relics entire business model is based around just that and they do well. Just like Splunk.Where you pay a subscription for them to handle the logs your shit generates. Which would have also been an absurdity 10 years ago.
 
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Sanrith Descartes

Sanrith Descartes

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Sanrith Descartes said:
Here is my take. Fortress balance sheet. They drop 10% on double earnings beat but delays of products. If it just gets back to the close by end of the year I make 11% with dividends in 6 months. I am confident it gets back well above the close of $60.

I have said this before, but in the Coronachan environment we are in, invest in the balance sheets. I do some wonky trading in SPACS, but almost the entirely of my portfolio is built for the longterm on companies like this who come out on the other side making as much or more money than they did before Coronachan hit us.
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TWTR misses and gets analysts price target increases. Stock barely moves. INTC double beat, has production delays due to Coronachan and gets price downgrades and stock down 13%.

We are living in Clownworld. I'm adding more INTC.
 
Sanrith Descartes

Sanrith Descartes

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Locnar said:
Besides INTC what other solid stock pics are people seeing in the current environment?
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Long term buy and hold?
Valuations are kind of stretched on most things that aren't ass ravaged by Coronachan. I have seen money being rotated into industrial/aerospace stocks lately. LMT had taken a tumble and was a buy about 2 weeks ago but it has recovered most of it at this point.

Take a look at GD. Its just above its 50 DMA and has some room to run. Same with RTX. UNH is a buy under $300 (50 DMA is $297). Financials are a crapshoot. The low interest environment and uncertainty about loan defaults is a big issue. JPM has tested $101 resistance 5 times and failed to hold it every time. If it pulls back again below $93 again its worth a look.

Again all the above is predicated on normal returns over the long haul. So getting 7-10% from here to the end of the year would probably be a win.
 
TJT

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INTC is crashing hard. Might be a good buy in soon. As others have mentioned.
 
Furry

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Too much good news for TSLA lately for it to go up. Musk needs to go on another coke bender on twitter for the stock to start recovering.
 
karma

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Ya, guess those INTC "lows" i picked up last night were actually "highs". #sobadatthisgame. But I bought more, because I am a sucker for nostalgia.
 
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Lejina

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Was going to buy a pretty good dip and I get a message that my brokerage account has trading and cash transfer restricted when I try to put in a buy. Call in, "we thought you were missing a form but I just found it, you'll be able to trade again this afternoon or Monday".

Price shot back up so that ship has sailed. God damnit.
 
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Hateyou

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I’m officially sad I sold mine.

43CAB3E5-4EC4-4C80-ADC8-85035621BA00.jpeg
 
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Sanrith Descartes

Sanrith Descartes

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karma said:
Ya, guess those INTC "lows" i picked up last night were actually "highs". #sobadatthisgame. But I bought more, because I am a sucker for nostalgia.
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I bought a half position last night and added another half this morning. My Mom made out as I got her some this morning under 50$. With its heavy weight in indexes as the indexes recover they will drag it up. I won't be surpised if it closes above 55$ today.
 
Sanrith Descartes

Sanrith Descartes

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Keep an eye on FVAC.

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Big Phoenix

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Hateyou said:
I’m officially sad I sold mine.

View attachment 287695
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I havent. AMD reports on the 28th, so it will be very interesting to see how today's price action carries on.
Sanrith Descartes said:
Here is my take. Fortress balance sheet. They drop 10% on double earnings beat but delays of products. If it just gets back to the close by end of the year I make 11% with dividends in 6 months. I am confident it gets back well above the close of $60.

I have said this before, but in the Coronachan environment we are in, invest in the balance sheets. I do some wonky trading in SPACS, but almost the entirely of my portfolio is built for the longterm on companies like this who come out on the other side making as much or more money than they did before Coronachan hit us.
Click to expand...
True Intel is sitting on piles of money and still dwarfs AMD in in market share, the problem though is that not only is the semiconductor industry is a very expensive one to be in, it takes a years to realize profits from what youre currently researching/developing. Major fab players seem to drop as time goes on, Global Foundries being the most example. They exited the cutting edge node market, which is why AMD had to go to TSMC to make their 7nm processors.

Intel's 10nm is a complete failure and now they are giving hints their 7nm(supposed to be successor to 10nm) is just as bad all the while their main competitor TSMC(which AMD uses) is full steam ahead with no hiccups. Not only that but the genius they hired a year ago to help fix their problems, Jim Keller(previously worked at AMD developing AMD's current Zen architecture) just quit a week or two ago after clearly not being able to accomplish anything(sounds like he wanted Intel to use TSMC)

I dont think Intel will be able to coast by on procurement managers blindly buying Intel because its what theyve always done anymore. AMD is set to release Zen3 later this year which set bring another 10-15% increase in performance, and likely to release 5nm based processors next year. Mean while Intel's 7nm processors which are supposed to compete with AMD's 5nms wont be here until late 2022 or more likely 2023.
 
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Kuro

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Account was a nothingburger, just some old us west stock that got converted to Century Link. Better than enron or pets.com I guess, at least this choice results in enough money to take my brothers out for a nice meal when they come into town to settle up.
 
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Sanrith Descartes

Sanrith Descartes

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Big Phoenix said:
I havent. AMD reports on the 28th, so it will be very interesting to see how today's price action carries on.

True Intel is sitting on piles of money and still dwarfs AMD in in market share, the problem though is that not only is the semiconductor industry is a very expensive one to be in, it takes a years to realize profits from what youre currently researching/developing. Major fab players seem to drop as time goes on, Global Foundries being the most example. They basically exited the cutting edge node market, which is why AMD had to go to TSMC to make their 7nm processors.

Intel's 10nm is a complete failure and now they are giving hints their 7nm(supposed to be successor to 10nm) is just as bad all the while their main competitor TSMC(which AMD uses) are full steam ahead with no hiccups. Not only that but the genius they hired a year ago to help fix their problems, Jim Keller(previously worked at AMD developing AMD's current Zen architecture) just quit a week or two ago after clearly not being able to accomplish anything(sounds like he wanted Intel to use TSMC)

I dont think Intel will be able to coast by on procurement managers blindly buying Intel because its what theyve always done anymore. AMD is set to release Zen3 later this year which set bring another 10-15% increase in performance, and likely to release 5nm based processors next year. Mean while Intel's 7nm processors which are supposed to compete with AMD's 5nms wont be here until late 2022 or more likely 2023.
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Let me state first off that I am not "anti- AMD". my preference is more INTC and my view is that INTC is so large that even a major screw up isn't fatal. Their size and scale gives them incredible latitude. They have so little debt on their books they could potentially buy a competitor like AMD. Just using it as an example.

I think this hurt them. And dropping 20% in a day is a serious hit to any company. As an investor, my personal philosophy focuses on balance sheets, financials and business models. Companies that can take a hit like this and walk away.. This means I miss out on a lot of really good companies of the future. To compensate for that, I use a growth company index fund. I'm not that skilled at analyzing growth companies so instead of throwing darts I just use the index to pick them for me.
 
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