The Investment Thread (13 Viewers)

[Mr. Blue Sky]

They're so busy they're running considerably behind on deliveries.

The reason i invested in them is that I’m a big believer in investing in companies that i myself use, or that i want to use; it’s the same reason i invested in Tesla a few years ago.. i dont own one but would like to one day when it’s more practical for my personal situation.. That said, i placed my first order with Chewy the other day, and yeah it looks like Fido might be going hungry for a few days unless they can get their act together.. in the meantime i guess i might have to cook up some ribeyes and omelets for him.

 

[bclemms]

They're so busy they're running considerably behind on deliveries.

My problem with Chewy is the same as the problem I had with Zoom. Very basic business model by a well run company but once they start making real money then a company like Amazon or Wal-Mart will take notice and crush them. Zoom was killing it, stock was through the roof. Then suddenly Facebook announces they'll have a similar product that is more secure for basically free. Short to mid range looks like a great investment.

 

[Mr. Blue Sky]

My problem with Chewy is the same as the problem I had with Zoom. Very basic business model by a well run company but once they start making real money then a company like Amazon or Wal-Mart will take notice and crush them. Zoom was killing it, stock was through the roof. Then suddenly Facebook announces they'll have a similar product that is more secure for basically free. Short to mid range looks like a great investment.

You might be right, but in re to Chewy, i mean, Amazon already does what they do... But in my case, at least this week , Chewy had a better selection of what i was looking for, at more competitive pricing... Chewy seems to be more pet-focused , whereas Amazon obviously has everything under the sun.

 

[bclemms]

You might be right, but in re to Chewy, i mean, Amazon already does what they do... But in my case, at least this week , Chewy had a better selection of what i was looking for, at more competitive pricing... Chewy seems to be more pet-focused , whereas Amazon obviously has everything under the sun.

Right, for now they do. If Chewy starts kicking arse and taking names then Amazon will roll out Amazon Pets where you can find anything under the sun, cheaper than Chewy and have it delivered faster.

 

[where yat brah]

I've been using Chewy for about 6 years. There have been things that I've bought and I've called them to see about returning the item. They would tell me that they will refund my money but not to return the item but to donate it to a local pet shelter.
Their customer service reps would ask about my animal and how she is doing.
I wouldn't dare leave them for the Amazon Pets no matter how much cheaper the would be.

 

[bclemms]

I've been using Chewy for about 6 years. There have been things that I've bought and I've called them to see about returning the item. They would tell me that they will refund my money but not to return the item but to donate it to a local pet shelter.
Their customer service reps would ask about my animal and how she is doing.
I wouldn't dare leave them for the Amazon Pets no matter how much cheaper the would be.

That's awesome. I certainly appreciate that as well as good service but the American consumer is driven by price and speed. Don't get me wrong, I hope they change that but I just have my doubts. I think they'll do well, just not sure the growth that is priced into the stock is sustainable.

 

[TXSAINTFAN]

Right, for now they do. If Chewy starts kicking arse and taking names then Amazon will roll out Amazon Pets where you can find anything under the sun, cheaper than Chewy and have it delivered faster.

I've been using them for about 3 years for my business and normally receive my auto ship within 2 days. Sometimes one day.

 

[bclemms]

Oil is crashing again.

 

[superchuck500]

Oil is crashing again.

Diamond Offshore filed for Chapter 11. More will be coming.

 

[bclemms]

Diamond Offshore filed for Chapter 11. More will be coming.

Glad I sold at .98 for a quick 20% gain. I'm holding SCO heavy over the weekend so opening bell is going to be great for that. Just didn't anticipate DOW and LYV to open higher so that cuts into the big gains.

 

[efil4stnias]

Diamond Offshore filed for Chapter 11. More will be coming.

yep and now paying attention to my RDS A shares- 11% dividend is now something they may reduce.

 

[Saint_Ward]

I am sitting here mad at myself for not being able to see the oil bubble coming, it should have been so obvious. The US opens up more drilling and shale production and suddenly becomes the global leader in oil should have been a massive neon sign. If you add that much supply to any market it will create substantial price drops. While this is happening renewable energy continues to grow and starts eating into the demand for oil. Next we had cheap money allowing oil and drilling companies to finance on leverage helping to drive an industry that wouldn't have naturally thrived. It creates this snowball effect of more oil and more cheap money driving supply to levels demand could not possibly keep up with. Everyone wants to talk about Saudi and Russia spat causing oil prices to plunge but like I kept saying, they just ripped the bandaid off. It's the USA that drowned the world in oil and flooded the market. So just at the time when oil production levels are at the highest numbers globally along comes a virus that stops the economy in it's tracks. For oil, there was already a massive global oversupply and now you removed demand and the massive bubble explodes.

What I'm watching now is how we respond at the Federal level. If the US bails companies out to prop up the oil industry it will only continue the oversupply problems and oil will never be able to recover. If the economy came back to full strength in the 4th quarter it would still take years to bring current supply levels down. The only way to get oil prices up is to have less of it.

It's like watching a pile up on the interstate with icy roads. The pile up just keeps getting bigger and bigger until the cars stop coming from the rear. Bail outs would simply put more cars on the road.

For green energy, this is also going to be really bad. When oil was at $50+ a barrel renewables were trying to be competitive on price. Solar and wind farms are now creating extremely overpriced energy.

If we are working on free markets, the high priced oil (shale, deep water drilling) and renewable energy has to fail for oil prices to begin a long road to recovery. If we allow that to happen we are giving up our oil independence which is a threat to national security. Also, if you allow the free markets to work, all these debt filled companies and expensive oil will be wiped out and will send a shock wave through the economy. This in turn will create a longer term, low demand environment. With the fiscal spraying of money by governments on a global level it could be setting something up really ugly once oil does recover. So many producers of oil will fail that when the economy does turn around it will create an oil shortage at a time that is at a high risk for hyperinflation and oil prices could shoot up at incredible speeds.

Pretty sure it's a big reason why the US was adding to the Strategic Petroleum Reserve. Not sure how much they can physically add, but they need to gobble up as much as they can on the cheap. Also, other countries should stock up on their Reserve Supply.

Maybe we'll see an influx in Plastic manufacturers making larger scale items? I dunno about that last one, but thinking out loud.

Speaking of Bubbles, interesting take on the big 5 tech stocks in the S&P500. Clearly people flock to them, but there are concerns that a lot of their actual revenue, advertising, cloud computing, etc will all get hit hard as companies stop doing all that.

Coronavirus unleashes insane bubble in these 5 stocks and it could end badly for the bulls

What in the world are investors thinking right now? The coronavirus is crippling the global economy. And you can't stay healthy by simply betting on five big-cap tech stocks.

finance.yahoo.com

 

[superchuck500]

ZBRA brah

 

[Loose Cannon]

I'm calling my shot. We're close to the bottom. S&P maybe gets to 2200 or so, then by late April we are closer to the February peak than we are to the bottom.

I'm going to push the rest of my chips in today so that all of our 2020 retirement is in the market before April. If we get any free socialism checks (probably not #humblebrag), I'll probably throw those in too.

 

[bclemms]

Way too soon. Let's talk in a year.