foldable phones being revealed right now
Samsung's is $1899
Samsung's is $1899
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Brooks you have been talking about this for quite a few mos now and here it is !!!Comment -
it has been awhile. It was part of the reason I got out of apple last year. Every phone maker has the same problem, the bar phone design is old. Apple, however, had no plans for anything new while everyone else is making foldable phones. Of course, now they do;
tim cook is just like bob iger; clueless CEOs but you'll never hear that on CNBC because they wouldn't dare upset them and lose their exclusive interviews.Comment -
I don't know how many times I've started typing something in this thread and I felt it got too long so I just scrap it. I almost did it again with similiar stuff that article is talking about.
One big thing that article does not mention is Anthem. It releases tomorrow and it's not looking good, and that was before anyone even know about Apex. Now that Apex is out it is only going to overshadow Anthem during launch week. EA's business model is built on selling $60 games and they are about to have another miss.Comment -
EAs model isnt about the 60$ dollar games anymore. its about the micro transaction after they sell the 60 dollar game.
then they made a free game. i will be interest to see the sales from apex legends. free games with skins is how dota and fortnite make it rich.
people love it. no one is bitching about apex legends like battlefront because it is free with loot boxes and not $60 dollars with loot boxes. i think the biggest fuckup with battlefront was not with the loot boxes but they hid the iconic characters people want to play behind the paywall.Comment -
that's what they want but that is not where they are. Microtranactions on a free2play game is not the same on a full retail game which is EA's business model. Apex is their first "hit" in the f2p market and how much it brings in microtransactions could save them. Fortnite was making nearly $300 million a month so apex could definitely save EA.
Battlefront did not fail because of microtransaction or the lootbox fiasco. Battlefront failed because of sales numbers. You can not produce a AAA game and then have terrible sales numbers. Microtransactions work for TTWO because GTA 5 is pushing 100 million units sold.
Same goes for battlefield 5. CEO told people not to buy the game so they didn't. This wouldn't matter if the game was free and relied on microtransactions.
Until then they still have business model built on selling $60 games and Anthem is about to miss. Anthem is going to look like shit on next ER most likely so apex better have some big sales in the microtransaction department.Last edited by brooks85; 02-21-19, 03:08 PM.Comment -
i think it did fail because of the loot box fiasco. that information was out before or at the same time as the game was released. the game had no momentum and there was enough angry about it that the sales for the game were going to be bad.Comment -
Well, was it the loot boxes themselves or what you said originally about everyone's favorite character being behind paywalls?
The way I look at it is it wasn't the lootboxes fault. It was whatever clueless exec decided to put luke behind a paywall and it was a pricey one too. That is just a bad decision.
Gamers are not like other customers as I'm sure you know. If you screw them over they will just skip your game or at best for the publisher/developer wait for a sale.
I'd say battlefront 1 did more damage than anything when it comes to sales numbers for part 2. Gamers just needed an excuse to get back at them for the shit show that was part 1. The hype for battlefront 1 was huge and to rush it out without a story campaign is obviously insane for anyone who knows gamers. Couple that with the IP you're working with and it is like they wanted to piss people off.
A lot of people had no idea the game did not have a story. They found out after they paid $60 and they were pissed.
EA has been doing stupid shit like this since they ruined Ultima Online as soon they got their greedy hands on it in 2004. Lucky for them that game didn't matter but just a sign of what was to come for the next decade+Comment -
i am using lootboxes and paywall as the same definition. if i remember correctly, you could buy the lootboxes to speed up the progress to get to the iconic characters faster. it was not a game i was every going to buy anyway, so the specifics are lost with time. but i see what you mean would people have been so pissed about the lootboxes if they just play the characters they wanted to play.
apex legends hasn't fallen off yet. its numbers are still the highest on twitch, and beating fortnite by a fair margin, but the anthem shit is going to screw the earnings. I wonder if they didn't think apex legends was going to be as big a success as it is. i feel like it got released as an afterthought without much advertising, and so close to a release they wanted to advertise and do well.Comment -
oh and there seems like some shady shit with TTD. somebody downgraded them to hold from buy yesterday. the stock falls 10%. TTD had earnings after close today and the after market is now above what the stock fell from.Comment -
I think microtransactions are never a problem if the game is enjoyable and keeps people playing. People are not going to enjoy a SW game if they see they have to pay another $40 just to get luke. If you give them luke or make the paywall much smaller, they play the game and buy the skins and other things. EA just got greedy and thought SW fans were big enough to suckers. F2P games earned 87 billion in 2018 so people will pay.
it's funny you say that because I've been saying same thing on stocktwits. I started it here but got too long. I think they timed Apex to cover the shitty ER. But with the success being so high right now I think it's going to hurt Anthem's launch so they could have shot themselves in the foot. If you watch other games during launch week they are usually near the top on twitch. Highest I've seen anthem so far is 43k viewers over the weekend. Game hasn't officially launched yet but it did for preorders. Viewers should have still been watching but they were watching apex.
But if apex can even do a 1/4 of fortnite's numbers for the rest of 2019 that is going to drive EA higher. They don't have a lot of debt and would have a lot of money coming in.
But, EA still EA. They have Dragon Age 4 on deck and already have confirmation a developer wants to ruin the game just like they did with mass effect andromeda. Gamers want games, not one tree hill shit.Comment -
officially launch weekend and anthem barely pushing 40-50k viewers. Game is already on sale in AustraliaComment -
NRZ is paying $2 a year in dividend and so is STWD almost.
They will both pay out $10 over the next 5 years. STWD will likely raise their dividend. In 10 years both will pay out $20+. You will make good money if you can hold on through the peaks and valleys. NRZ had a .14 dividend 5 years ago and has raised it to .50 over the past 5 years.Comment -
ROYer I'm holding NRZ and STWD 500 shares each as long as I can. Just hoping the principal remains steady so I can collect the nearly $2000 in divvies annually.
Big week in the market as the 3/1 tariff deadline looms. I know Donald said he'd consider moving it but he doesn't wanna look weak on this.Comment -
Big open tomorrowComment -
Asian markets up, futures up.
CNBC/ASIA said Trump also said progress has been made with China. They are attributing the China market surge on the Trump remarks.
They outright said that's the reason they're giving for the rise in Chinese markets...lol.Comment -
BABA and BIDU surging higher. $Comment -
BABA +$6 but BIDU down $1
Can't pull the trigger on more BIDU shares. But I do expect that one to turn and make a charge towards $200 by year end.Comment -
Here are the top 20 Decliners so far today with lst trade over 5 and avg 5 day trading volume over 250K
Symbol Last Trade Change % Change Description AZO 891.54 -20.12 -2.21 AUTOZONE INC ORLY 373.91 -10.08 -2.63 O'REILLY AUTOMOTIVE INC BKNG 1,901.25 -9.27 -0.49 BOOKING HOLDINGS INC DGAZ 94.76 -8.26 -8.02 DPZ 254.41 -6.29 -2.41 DOMINO'S PIZZA INC EHTH 57.27 -6.19 -9.75 EHEALTH INC AAP 156.63 -4.84 -3.00 ADVANCE AUTO PARTS INC IAC 215.58 -3.50 -1.60 IAC/INTERACTIVECORP HII 213.70 -3.41 -1.57 HUNTINGTON INGALLS IND IN AAWW 55.72 -3.18 -5.40 ATLAS AIR WORLDWIDE HLDG HUM 306.57 -3.11 -1.00 HUMANA INC LABD 20.09 -3.00 -12.98 DIREXION DLY S&P BIOTEC B YANG 42.51 -2.96 -6.50 DIREXION DAILY FTSE CHI B GDOT 64.74 -2.76 -4.09 GREEN DOT CORP NSP 127.70 -2.70 -2.07 INSPERITY INC FIVE 122.08 -2.69 -2.15 FIVE BELOW INC PAYC 181.61 -2.67 -1.45 PAYCOM SOFTWARE INC MKC 133.21 -2.53 -1.86 MCCORMICK & CO INC USNA 101.11 -2.45 -2.37 USANA HEALTH SCIENCES INC CMG 597.89 -2.33 -0.39 CHIPOTLE MEXICAN GRILL IN Comment -
Bumping up on the 2800 and change resistance levels.Comment -
Altaba Inc. (the Fund), formerly Yahoo! Inc., is a non-diversified, closed-end management investment company. The Fund seeks to track the combined investment return of the Alibaba Shares and the Yahoo Japan Shares it owns. Alibaba Shares represent an approximate 15% equity interest in Alibaba Group Holding Limited (Alibaba), and its Yahoo Japan Corporation (Yahoo Japa) Shares represent an approximate 36% equity interest in Yahoo Japan. In addition to the Alibaba Shares and the Yahoo Japan Shares, the Fund also owns the minority investments, all of the equity interests in Excalibur IP, LLC (which owns the Excalibur IP Assets) and the marketable debt securities portfolio. The Fund's external investment advisors are BlackRock Advisors, LLC and Morgan Stanley Smith Barney LLC.
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That's a pretty nice portfolio. So it's a highly specialized tracking stock.
The wild card is their debt portfolio. I'd have to dig but I would venture a guess those are bonds of the three companies they own.
A fella can just buy the shares of the three, in their %'s, and have the same exposure less the mgmt fee. But I have no problem paying the fee and using them. BlackRock is involved and that's a plus. Yea, that's a winner.Comment -
Guys
Let's look for some opportunities together and help each other out.
Back in May 2018, i noticed BIDU dropped big and it was Not due to an earnings call. Apparently the COO who was a big part of the AI portion of the business, suddenly left. I believed the BIDU holders overreacted and sold off too quickly. the price dropped from about 285/share down to 240 at the bottom of the sell off. i bought around 260 and again at 242 so my base was around 251. then, within a month, the stock soared back up to the 270's and I sold for a nice 8% or so profit in less than a month.
Let's help each other look for these opportunities, when a stock suddenly drops for a reason that is Not tied to earnings or future guidance.
i think this is an area we can make some money.
today i noticed INGN has plummeted 20% after the earnings call so i obviously this would not fit the parameters of the BIDU situation from last May.Comment -
BIDU is wounded short term. I have a decent position but will not add.
Market feels a little top heavy.Comment -
i have been gambling with grow stock before earning this quarter. so far i have been very lucky. palo alto, Trade desk, etsy, nexstar media, planet fitness, spsc.
i don't think i have had a loser.Comment -
best buy crushed earning. what is best buy doing to stay relevant? i haven't been in a best buy is over 5 years. how have they not gone the way of circuit city?Comment
