The Investment Thread (7 Viewers)

Saint_Ward

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Rumors that Amazon was looking into offering a live TV package as well, have now been confirmed.

Amazon creating live TV package - Business Insider
The rumor

https://www.amazon.com/gp/help/customer/display.html?nodeId=201975120

https://www.usatoday.com/videos/tech/2017/05/23/amazon-prime-now-let-you-watch-tv-live/102046756/

confirmed.

No details on the pricing or offereings yet.

With Amazon getting into this arena, pushing the boundaries on retail, cloud services, etc. I really do wonder how large they can grow. As long as they keep their laser focus on customer service, speed and cost, I think they can do a lot.

I'm very glad I was able to buy a few shares a while back while it was trading in the $700's... or course, I wish I did this a year or two before when they were in the $400-500 range. Wow.

Today they hit $998/share ad are now hovering around $996.
 

superchuck500

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Macy's to no longer be in malls.

Bold strategy Cotton.

edit: weaker malls.
I have been to Macys in the "weaker" malls (the B and C malls by industry classification). It ain't a pretty sight. Feels like 1990 in those places.
 

efil4stnias

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I have been to Macys in the "weaker" malls (the B and C malls by industry classification). It ain't a pretty sight. Feels like 1990 in those places.
Yeah Esplanade Mall in Kenner is exactly like that.

Only reason they get some foot traffic is Target took over the old Macy spot.

tbh, i dont know how Esplanade Mall has survived up to this point.
 

bclemms

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Agree - 1% means actual growth over last year, how can there be growth?
They are also way under on Japan, Thailand, South Korea and Hong Kong impacts.

If it was just Wuhan closed for business it would be one thing but supply chains are already disrupted across Asia and Chinas tourism, travel and service sectors are getting destroyed.

It is like getting a 0 on a couple test grades and forecasting a 100 final grade. Dumb.
 

superchuck500

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They are also way under on Japan, Thailand, South Korea and Hong Kong impacts.

If it was just Wuhan closed for business it would be one thing but supply chains are already disrupted across Asia and Chinas tourism, travel and service sectors are getting destroyed.

It is like getting a 0 on a couple test grades and forecasting a 100 final grade. Dumb.

They have locked down a couple of cities outside of Hubei this week. I really think Shanghai might be looking at a lockdown.
 

bclemms

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They have locked down a couple of cities outside of Hubei this week. I really think Shanghai might be looking at a lockdown.
Yep. I think 100 million are on lockdown now. Shut Shanghai down and China is basically in limp mode. Would be like us shutting down Chicago and NYC along with the entire midwest.
 

efil4stnias

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ok if yall were to invest in 5g tech, would it be Ericsson?

Just read an interesting article about 5G- ( beamforming and MIMO ) specifically about how the range of gH requires more "upmf" since it doesnt travel more than 500ft. ( whereas 4g can beam up to 22 miles and above/around objects- 5g cannot - thats where beamforming comes in ) So towers have to be virtually all over.

its also why you are starting to see oodles of "lightpole towers" in cities popping up- to handle the 5G wavelengths.
 
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efil4stnias

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You think the next admin will remove the ban?

edit: Trump lifted in June 2019

nm. you cant. Not in the US.

 
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Grandadmiral

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No, but I think their share in the rest of the world is going to be dominant.
Agreed. They are big enough that even if Google allowed them to start carrying Android again on their new devices (I was a committed customer until they decided to no longer unlock phone bootloaders), Huawei might just say to Google, "Nah... We aight."
 
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Saint_Ward

Saint_Ward

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ok if yall were to invest in 5g tech, would it be Ericsson?

Just read an interesting article about 5G- ( beamforming and MIMO ) specifically about how the range of gH requires more "upmf" since it doesnt travel more than 500ft. ( whereas 4g can beam up to 22 miles and above/around objects- 5g cannot - thats where beamforming comes in ) So towers have to be virtually all over.

its also why you are starting to see oodles of "lightpole towers" in cities popping up- to handle the 5G wavelengths.
QualComm, maybe the cell carriers, hardware (like tower makers)...

https://www.investors.com/news/technology/5g-stocks-5g-wireless-stocks/

Just realize that there is a court case that may affect anti-trust / competition for chipmakers. QCOM would be in the balance.


5G Wireless: Higher Frequency Airwaves Require More Equipment
Keysight Technologies (KEYS) makes 5G network test gear. Keysight competes with Viavi Solutions (VIAV) and others in the 5G test gear market.

5G networks utilize mid-band as well as higher frequency airwaves. As a result, they require more equipment, more cell towers and more fiber-optic wiring than previous generations.

Further, 5G also is a long-term opportunity for network gear makers Ericsson (ERIC) and Nokia (NOK).

Cellphone tower operators American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC), also could get a 5G boost, analysts say.

5G Networks Require Fiber-Optic Technology
5G networks will connect to fiber-optic networks. That will provide reliability for emerging automotive, robotics and medical applications. Potential 5G stocks to buy include Corning (GLW), Ciena (CIEN), Acacia Communications (ACIA) and other fiber-optic players.

Crown Castle makes "small-cell" radio antennas for 5G services in urban areas. The small-cell antennas — hung on utility poles or building rooftops — will require fiber-optic connections to local hubs.

"The best way to invest in true 5G at this still early stage in our view is fiber/small cell service providers and others in the supply chain, although those building 5G handsets will benefit from a multiyear upgrade cycle as well," Cowen & Co. said in a report.
 
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Saint_Ward

Saint_Ward

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BTW, I peeled off some of my RCEL exposure to take some profits now that they hit over 10/share. Odds are if it drops to 7-8/share, I'll buy back in. They tend to be pulsing a bit. I just sold off my current profit.

I did the same for NVDA earlier, likely premature. I'm waiting to see what their quarterly results make the market do. I won't buy back in until they dip. If they surge, I may consider selling the rest to take the healthy profits.

DFS burned me a bit. But I'll give them time.

I still have about 10% of my funds out of play right now. And I have a position in TIPS instead of gold (sold my gold stuff a while back, was a bit in the green there).

PBW, and clean energy in general, is getting positive investor news, so it has a pretty healthy gain lately. I've been in that for a while now.
 

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