Banks trade on price to book fwiw, but yeah the markets look pricey. I actually haven't even had time to dig into shit like I'd like in months.
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Originally posted by davbrucasI want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.
Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?
You and slow99 should date. You both have passive aggressiveness down pat.
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Originally posted by Ruffdaddy View PostYou not working in the industry anymore?!?!
I handle all the financial modeling for our 3 public companies and got to keep the same comp. So any share repurchases, debt refinancings, hotel purchases/dispositions, M&A activity, etc etc ... I run the model and determine whether any potential strategy or deal we're contemplating is accretive or dilutive to our stock price. I deal a ton with all of our investment bankers - good gig, more stable, still using a very similar skillset.Last edited by slow99; 01-05-2018, 10:30 PM.Originally posted by davbrucasI want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.
Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?
You and slow99 should date. You both have passive aggressiveness down pat.
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Originally posted by slow99 View PostI'm not picking stocks for a hedge fund anymore. The hedge fund has a large, publicly traded hospitality REIT as a parent company, so I was given the choice to go work for the parent company 1.5 years ago.
I handle all the financial modeling for our 3 public companies and got to keep the same comp. So any share repurchases, debt refinancings, hotel purchases/dispositions, M&A activity, etc etc ... I run the model and determine whether any potential strategy or deal we're contemplating is accretive or dilutive to our stock price. I deal a ton with all of our investment bankers - good gig, more stable, still using a very similar skillset.Originally posted by racrguyWhat's your beef with NPR, because their listeners are typically more informed than others?Originally posted by racrguyVoting is a constitutional right, overthrowing the government isn't.
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Originally posted by Sgt Beavis View PostVMware stock broke past $131.
I saw that several marijuana stocks dropped A LOT after the Sessions announcement. I'm wondering if I should put a couple grand into that as a long term investment. Shares are pretty cheap right now and I think there is a lot of upside there if they can weather this.
I hold several canadian pot stocks, which were strangly temporarily effected by the sessions issue. They have all since recovered.
Im at
+126% ACBFF(aurora)
+156% TWMJF (Canopy growth corp - the biggest player in the canadian market)
I sold an american company at +235% on tuesday or wednesday and put all that cash into MPXEF, which is an American and Canadian pot company at about $.74 USD a share right now. It's a bit of a risky play with Sessions pulling his bullshit, but I don't expect his actions to have a major effect. There was a huge dip, but most things that I've seen recovered on friday. There's a already a lot of pushback from the states where marijuana has been legalized, and vermont is still moving forward and very close to legalization as well. With midterm elections closing in, I doubt the repubs would want to lose a lot of support by seeing this though.
If you want some safe canadian plays look at canopy growth corp, aurora cannabis, or aphria INC.
You say shares are pretty cheap right now, but thats only still really true with the American companies. Shares were cheap for majority of the Canadian companies early December. Most are pretty fat now.
If youre looking at some riskier plays with potential enormous growth, look at MPXEF or Tetra-biopharma, Friday Night IncDE OPPRESSO LIBER
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Originally posted by HarrisonTX View PostIf you want some safe canadian plays look at canopy growth corp, aurora cannabis, or aphria INC.
You say shares are pretty cheap right now, but thats only still really true with the American companies. Shares were cheap for majority of the Canadian companies early December. Most are pretty fat now.
If youre looking at some riskier plays with potential enormous growth, look at MPXEF or Tetra-biopharma, Friday Night Inc
Your definition of "safe" must be different than mine!
Aphria - '18 EV/EBITDA 229x; '18 EV/Revenue 75x; '18 P/E 135x
Aurora - '18 EV/EBITDA 426x; '18 EV/Revenue 99x; '18 P/E 2,818x
Canopy - '19 EV/EBITDA 252x; '18 EV/Revenue 82x; '19 P/E 922xLast edited by slow99; 01-08-2018, 09:47 AM.Originally posted by davbrucasI want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.
Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?
You and slow99 should date. You both have passive aggressiveness down pat.
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Might as well go to the casino.
I am laughing at GoPro this morning. I got some of that IPO and made good money. Glad I dumped it and never looked back.Originally posted by racrguyWhat's your beef with NPR, because their listeners are typically more informed than others?Originally posted by racrguyVoting is a constitutional right, overthrowing the government isn't.
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Originally posted by slow99 View PostYour definition of "safe" must be different than mine!
Aphria - '18 EV/EBITDA 229x; '18 EV/Revenue 75x; '18 P/E 135x
Aurora - '18 EV/EBITDA 426x; '18 EV/Revenue 99x; '18 P/E 2,818x
Canopy - '19 EV/EBITDA 252x; '18 EV/Revenue 82x; '19 P/E 922xDE OPPRESSO LIBER
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Originally posted by Sgt Beavis View PostVMware stock broke past $131.
I saw that several marijuana stocks dropped A LOT after the Sessions announcement. I'm wondering if I should put a couple grand into that as a long term investment. Shares are pretty cheap right now and I think there is a lot of upside there if they can weather this.
We also had a one time dividend in January, as part of the Dell Technologies IPO. I got $15K out of that and reinvested it in several stocks. I've got $4000 in Trulieve Cannabis (TCNNF) and Aurora Cannabis (ACF) I'm not making much off those but its a long term play. I think they'll grow a lot of the US Government reschedules marijuana.
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