oldarmy1 said:
I visited with one of the production egineers. He didn't know I was an investor and was almost giddy over the companies technology. Been a hard bear market for small caps and I want to see an explosion move from it Q1.
If you buy T or buy DISCA, you'll get shares in the newly formed company of Warner Bros/Discovery (NewCo). Once WB/D is formed it will be the best streamer, better content, growing subscriber base (Warner Media) world wide reach, lower costs to produce, etc. It's the content that costs these streamers, if you don't have a studio (NFLX) your outside costs to produce content are going up. Warner and DIS have the studio's, DIS is paying premium for content and not receiving follow-ship. Discovery is way undervalued and the Warner Bros piece once connected after the deal gets approved (DOJ approval) the market will realize how grossly under-valued the WB/D (NewCo) is compared to DIS and NFLX. I mentioned this to FJ43 is a post a few pages back and bolded the next sentence. If you don't buy T or DISCA shares or shares in the NewCo, buy Calls in the NewCo when they are available and hold. You'll be glad you did.jj9000 said:
Somebody talk me out of buying NFLX.
me personally, I like the first hour or so flush down. As Ripster tweeted not long ago, that is usually a tell for the rest of the day. If we rally the rest of today, and with OPEX over, I'd be bullish lean for next week.Charismatic Megafauna said:
I guess i suck at this but why are we feeling good about this as a reversal rather than another bounce and bleed? Besides the big buy at 9:34 there hasn't been great volume, rejected at 446.5ish again, haven't reclaimed 144d ema, and we reversed at 440.66, which was no man's land, right?
(Spy)
A break above this 800-820 zone should produce some explosiveness 🧨 $NQ_F
— Posty (@PostyTrades) January 21, 2022
Yep. I spent time over Christmas looking at all my trades last year.Philip J Fry said:
So get out with 2 consecutive losing days?
Irish 2.0 said:
Why are you using 144d for your moving average?
That's me on the $60....it should be there now. If you're uncertain about 2022, believe rising interest rates, inflation (ha! it's here), not crazy about the employment picture, etc. this is a defensive stock and it's a stock that does well when economic conditions are seemingly poor. Company has world wide - reach, customer base and is one thing that survives in questionable times...people smoke more with more stress. It's been stellar. Been a holding of mine for a long time. Dividend is like 74 cents per quarter. MO is closer to home, but BTI has the forward technology in it's portfolio and the rest do not.agdaddy04 said:
What do you guys think on BTI now? it's been so strong through these red weeks, too high to enter? I think someone had mentioned they had a pt of $60 on it?
Retest held into new high. I think you can start thinking Model T from the $472 last resistance top to today's low for your meaty trades.
— 2021 Opportunity Stocks Knock (@oldarmy1) January 21, 2022
I asked Michael Saylor to show me his TA for #Bitcoin. He then proceeded to make lines with some weird white powder on his table!
— Mr. Whale (@CryptoWhale) January 21, 2022
Wrong lines Saylor!
HBO/HBOMax has a real following worldwide and is wanted. Discovery is wanted worldwide and doesnt have the distribution now - that it will get from Warner. South America and Europe are hot for both. NFLX never had much competition....until now. Warner is going after subscribers and NFLX is suffering from competition that is beginning to surface and acknowledged in their forward guidance. Plus, NFLX raised their monthly rates....cause CONTENT costs...NFLX has a competitive problem they have not seen before and it's coming and they see it. The WB/D rates will be half of what NFLX charges. NFLX content will decline because it's not sustainable with current costs. I'd short NFLX before I'd go long. That's just me and the industry DD I've done.Diggity said:
what am I missing here. Sounds like the new streamer will be HBOMax, plus whatever mediocre Discovery Channel products get added. I may be out of the loop here, but is there really a lot of sought after content coming from Discovery?
Senor Butthead said:
Officially doubled my account as of today. Up 17% on calls. It feels nice to not be a ****** some times.
Philip J Fry said:Senor Butthead said:
Officially doubled my account as of today. Up 17% on calls. It feels nice to not be a ****** some times.
Username checks out.
oldarmy1 said:I visited with one of the production egineers. He didn't know I was an investor and was almost giddy over the companies technology. Been a hard bear market for small caps and I want to see an explosion move from it Q1.BlueTaze said:
WWR CEO and insiders granted vested shares on Tuesday for their performance. From recent news everything looks to be on track operationally, other than the sp bleeding out with rest of smal cap growth sector.
https://twitter.com/InsiderAlerts4U/status/1484540137707118604?t=wGqYnlIDn1vNLRQ_JeZIGA&s=19
I believe AAPL or DIS will buy WB/D before it gets off the ground. Both AAPL and DIS need "something" to boost their efforts. WB/D gives AAPL everything they need and they need a lot. DIS would obtain better content and worldwide reach, the WB/D studios don't help DIS. NFLX I don't see as a player to buy WB/D because their cash is tied up in actor and studio overpriced contracts....they don't have the cash. They have a major strategic problem ahead. The other 2 players (AAPL & DIS) could write a check for WB/D in the beginning and never blink.Philip J Fry said:
The streaming services I never watch anymore are Hulu and Apple. Between HBOMAX, Netflix, Disney, and youtubetv I'm pretty well covered.
May have missed this opportunity at this posting. Would have been in at .52, they are sitting at almost 1.50Spoony Love said:
If we stay between SPY $446-447 through noon, those $443P today expiry will look very attractive.
