All things STOCKS

#13,251
#13,251
Jax_Vol said:
I'll let one of the younger guys explain Adobe. But, yes..in the business world, every pc has Adobe. They carved themselves out a great niche around Microsoft. If you ever see a .pdf file, that is Adobe. We use it to sign approvals on a variety of forms and documents. It is a must have. Adobe can lock up a document such that it can't be modified. For example, most resumes are created in Word, but saved in Adobe. Whenever PC sales are up, Adobe does very well.
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I get that. They also sell Acrobat to graphic design operations. I think that they’re highly connected to web design which means just about every company in existence has to be a customer. What I don’t know about are the financials. $160B market cap. Perhaps they collect a huge royalty when every PC with a Windows OS is sold. I have no idea if they do the same with iOS. I have a better understanding of how Exxon has a market cap of about a half trillion dollars. The roads are full of cars burning up petro every minute of every day - it’s east to see that revenue. ADBE does seem to be labeled as a pretty safe tech name. I guess their IP is outstanding. And difficult for the CCP to steal and keep hidden.
 
#13,253
#13,253
Thunder Good-Oil said:
I get that. They also sell Acrobat to graphic design operations. I think that they’re highly connected to web design which means just about every company in existence has to be a customer. What I don’t know about are the financials. $160B market cap. Perhaps they collect a huge royalty when every PC with a Windows OS is sold. I have no idea if they do the same with iOS. I have a better understanding of how Exxon has a market cap of about a half trillion dollars. The roads are full of cars burning up petro every minute of every day - it’s east to see that revenue. ADBE does seem to be labeled as a pretty safe tech name. I guess their IP is outstanding. And difficult for the CCP to steal and keep hidden.
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Yes, software is hard for me to value.

The ones on that list..SalesForce, Adobe, PayPal. Visa, Mastercard (I blur software and financial software)...seem to have some variation of a moat. But, you are flying on someone blind trust on how many users they have between quarters. Guess you can watch pc sales for Adobe, but my wife has a pc w/o Adobe. No use for it. I don't know the answer.

Big security software that prevents hackers is also a huge business. But, I don't see who has the moat yet. There are 4-5, or more of them, in there fighting for contracts. Okta, DataDog, Cloudflare, Zscaler, CloudStrike, MongoDB, etc...bunch of $30-50B companies whose owners cash out at every opportunity.
 
#13,255
#13,255
Thunder Good-Oil said:
What are some good alternatives to the .01% MM sweeps for cash? I guess an ETF rather than a mutual fund so that cash can be accessed quickly if wanting to move it to equities. The sweep money is available immediately. Short duration ETFs would require a sell to get the cash over to a sweep account. Mutual funds require overnight settlement.

This is a new E*trade account. I’d like to find a large short duration/money market ETF. SHV is only a $2.6B market cap. BIL is $2.14B. VGSH is only $327M. There must be something much larger to park cash and expect to earn 2 or 3% if it’s not touched.
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I'm sure there are reasons to use Etrade. I did years ago, but have gone to Vanguard for low fees and to keep things simple. Their Federal Money Market pays 3.74% now. That is where my near cash stays. Interest and dividends also sweep there.
It appears that Etrade has some MM funds that pay over 5%.
 
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#13,256
#13,256
mrorange211 said:
TSLA is collapsing in front of our eyes. I expect a bounce at some point but it keeps dropping.
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Elon wearing thin...even on the hipsters.

I'm not a twit, but seemed he has dove into the middle of the red/blue pool. Either way he goes, half are going to pissed.

Getting boo'ed with Dave Chappelle doesn't sound like much, but that is the wee little things you look for as a tipping point.

Extremely bright guy who continues to over-achieve. But, people shopping the $80k plus car market are mighty fickle.
 
#13,257
#13,257
Go aeiou said:
I'm sure there are reasons to use Etrade. I did years ago, but have gone to Vanguard for low fees and to keep things simple. Their Federal Money Market pays 3.74% now. That is where my near cash stays. Interest and dividends also sweep there.
It appears that Etrade has some MM funds that pay over 5%.
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Yup. Vanguard is one of my companies as well. Very pleased.
 
#13,260
#13,260
Go aeiou said:
I'm sure there are reasons to use Etrade. I did years ago, but have gone to Vanguard for low fees and to keep things simple. Their Federal Money Market pays 3.74% now. That is where my near cash stays. Interest and dividends also sweep there.
It appears that Etrade has some MM funds that pay over 5%.
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I just decided to add an E*trade account ancillary to what I keep at Morgan-Stanley. I have an InterActive Btokers account that I haven’t funded as yet. I didn’t have luck adding it as an external account to MS online. But it might be because it’s not funded yet. I like the margin rates at IBKR so I plan to migrate my Ameritrade leveraged exposure there. I keep going to the Ameritrade app when I want to research a stock so I expect to keep that account open. Fidelity is slowly growing on me. I short options in that account inside of an IRA converted from a 401(k). I have Roths at Schwab.

I’m just starting to use E*trade. The money market sweep options are garbage. I didn’t see any MM options at E anywhere close to 5%. There was one for about 3.5% if I let them also manage the account. Not doing that.

I think what I’ll do is try the iShares SHV to park cash. I’ll just have to do two steps to buy stock. Sell the SHV ETF and then buy equities. But there could be some unfortunate Dailey swings in the SHV share prices if I tap into those funds when rates go up.
 
#13,262
#13,262
Thunder Good-Oil said:
I just decided to add an E*trade account ancillary to what I keep at Morgan-Stanley. I have an InterActive Btokers account that I haven’t funded as yet. I didn’t have luck adding it as an external account to MS online. But it might be because it’s not funded yet. I like the margin rates at IBKR so I plan to migrate my Ameritrade leveraged exposure there. I keep going to the Ameritrade app when I want to research a stock so I expect to keep that account open. Fidelity is slowly growing on me. I short options in that account inside of an IRA converted from a 401(k). I have Roths at Schwab.

I’m just starting to use E*trade. The money market sweep options are garbage. I didn’t see any MM options at E anywhere close to 5%. There was one for about 3.5% if I let them also manage the account. Not doing that.

I think what I’ll do is try the iShares SHV to park cash. I’ll just have to do two steps to buy stock. Sell the SHV ETF and then buy equities. But there could be some unfortunate Dailey swings in the SHV share prices if I tap into those funds when rates go up.
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Lng time ago...I used E*Trade, TD Amertrade, and Deltek (sp). At that time, I preferred E*Trade among those three options.
 
#13,264
#13,264
Jax_Vol said:
Lng time ago...I used E*Trade, TD Amertrade, and Deltek (sp). At that time, I preferred E*Trade among those three options.
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I’d have fewer platforms, but I had one account during 9/11 and wasn’t able to login for hours or even days. I like how MS online can consolidate everything.

I haven’t thought about Deltek for years. I couldn’t find them on Google. Maybe they were bought by Waterhouse. Or Brown & Company. I can’t find out whatever became of Brown & Co either. I think that Brown was owned by a big brokerage company but I forget which one. Waterhouse was absorbed into Toronto Dominion Bank and then TD Ameritrade and ultimately is now folding into Schwab. Seems like the big online, deep discount brokers were Brown, E*trade, Ameritrade, and Waterhouse. IIRC Schwab was more of a middle type of broker - not deep discount and not full service. Merrill-Lynch online might have been a competing middle ground broker. Separate from Merrill’s full service broker. I used to trade on Waterhouse using a touchtone phone back in the day. I think it cost $35/trade. $70 round trip. If you were really fancy there were carry around machines that you could subscribe to. I think that the quotes came over FM radio signals. Probably only worked well in NY and a few other cities.

Morgan-Stanley bought E*trade mainly for their platform.

It’s amazing how much owning stocks has evolved.
 
#13,267
#13,267
Danny kinda discusses a variation of what we reveiwed.

- Are Meta & Google going to attract advertising?
- Are people purses too tight for Netflex % Amazon?
- Apple...always a crowd pleaser (if China can keep up).

Microsoft isn't a FAANG, but they have one of the best CEO's and will be back...(dispite an off last quarter). Should be a vicious war between AWS and Microsoft.

Why Apple, Amazon, Alphabet, and Other FAANG Stocks Rallied on Tuesday | The Motley Fool
 
#13,268
#13,268
Jax_Vol said:
Danny kinda discusses a variation of what we reveiwed.

- Are Meta & Google going to attract advertising?
- Are people purses too tight for Netflex % Amazon?
- Apple...always a crowd pleaser (if China can keep up).

Microsoft isn't a FAANG, but they have one of the best CEO's and will be back...(dispite an off last quarter). Should be a vicious war between AWS and Microsoft.

Why Apple, Amazon, Alphabet, and Other FAANG Stocks Rallied on Tuesday | The Motley Fool
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I think that GOOG and META keep on doing what they do with advertising. Their platforms allow ads to be highly targeted and therefore they are able to demand a significant premium. What I’m wondering about is how well NFLX will do getting a piece of that and can AMZN become a significant ad seller. And can AAPL or MSFT make waves. Any marketing execs buying radio (other than remotes), TV, or print advertising ought to consider retirement.
 
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#13,271
#13,271
That's probably about right.

HOWEVER.....

I never claim to know the future. I'm not saying there's a floor to it. Normally I would, but I think there is a level of leftist rage where the stock price could reflect people's current opinions of Musk. I'm not predicting that. I'm predicting that in the past, everybody ignored the fundamentals of the company itself, and so I'm open to that continuing.
 
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#13,273
#13,273
Firebirdparts said:
That's probably about right.

HOWEVER.....

I never claim to know the future. I'm not saying there's a floor to it. Normally I would, but I think there is a level of leftist rage where the stock price could reflect people's current opinions of Musk. I'm not predicting that. I'm predicting that in the past, everybody ignored the fundamentals of the company itself, and so I'm open to that continuing.
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He has allowed himself to get positioned into the middle of a pissing fight.

Perhaps he can wiggle out, but too hot for me to touch in either direction.

What time is Powell tomorrow? For now, the fear index is low.
 
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