Financial topics

[aeden]

You may may be correct as the EU technocrats have to sell assets to survive.
Refugees are always sent before the tactical takeout.
As we noted July just may be the actual pivot point seen from old.
http://www.renegadetribune.com/the-end-of-europe/

thread 2018 july amos

[Higgenbotham]

$dpz 320. analyst average return of 10.1% 62.1% success rate.

(Updated - August 25, 2017 8:46 AM EDT)

(updated to add analyst comment)

Argus downgraded Domino's Pizza (NYSE: DPZ) from Buy to Hold.

Analyst John Staszak comments "We are concerned about Domino’s slowing international revenue as well as the potential for a comparable slowdown in domestic sales, and now expect the company to post mid-single-digit comp growth after years of double-digit growth. We also believe that margin gains will be limited going forward as the company invests in the business. As such, we expect only modest share price appreciation over the next year."

He recommends his clients buy McDonald's (NYSE: MCD) instead if they are seeking restaurant sector exposure.

Staszak downgraded Dominos on August 25, 2017 at a price of $177 per share.

Now less than a year later he is recommending a buy at $290 per share?

[Higgenbotham]

https://youtu.be/c7y3KEhrJDA?t=320

Billionaire Ken Fisher: "We're not going to get to where artificial intelligence truly replaces humans because the nature of capital markets..."

I've marked the spot in the link where he discusses this.

[aeden]

I will listen to it.
Also the <.8 beta was not what I expected to see also.

[Higgenbotham]

The short interest data you posted for DPZ is as of May 31 when the share price was around 250. I've been aware of it, but with the price rocketing since the data was tabulated, the best indicator for me is to look at the opening gaps. Not sure, but I think we are seeing forced liquidation of shorts each morning at the open for the past few days (note the gaps up on the Wednesday and Friday opens after the strong up days with those opening prices not being exceeded).

[John]

> June 19, 2018 03:51 PM
> The Lessons China Taught Itself: Why the Shanghai Cooperation
> Organization Matters

> A review of the Shanghai Cooperation Organization’s activities
> reveals that China perceives the organization as a blank canvas to
> hone its own approaches to leading on the international
> stage. Chinese official newspapers and netizens have described the
> organization as a forum for China to explore and implement a new
> model of international relations. Moreover, official releases from
> the SCO itself acknowledge the need for the group to continue
> refining coordination and organization mechanisms, indicating that
> China’s strategy for engaging the organization is evolving as the
> SCO’s issue set expands in scope. Thus, the current value of the
> SCO is as a forum for China to define and articulate its
> interests, shape the focus of international institutions based on
> its own domestic priorities, lobby its neighbors to adopt its
> approach, and codify those views within an internationally
> legitimate multilateral process.

> https://jamestown.org/program/the-lesso ... 6fcb2eebae

[Higgenbotham]

$dpz 320. analyst average return of 10.1% 62.1% success rate.

(Updated - August 25, 2017 8:46 AM EDT)

(updated to add analyst comment)

Argus downgraded Domino's Pizza (NYSE: DPZ) from Buy to Hold.

Analyst John Staszak comments "We are concerned about Domino’s slowing international revenue as well as the potential for a comparable slowdown in domestic sales, and now expect the company to post mid-single-digit comp growth after years of double-digit growth. We also believe that margin gains will be limited going forward as the company invests in the business. As such, we expect only modest share price appreciation over the next year."

He recommends his clients buy McDonald's (NYSE: MCD) instead if they are seeking restaurant sector exposure.

Staszak downgraded Dominos on August 25, 2017 at a price of $177 per share.

Now less than a year later he is recommending a buy at $290 per share?

In my opinion, the most likely scenario for DPZ within the next year is exactly what Staszak said last year. That is, sometime in the next year, some news will be released and the market will realize that Dominos is really a single digit grower rather than a double digit grower. When that happens, again in my opinion, the stock price will drop about $100 overnight. In other words, right back to near the price when he downgraded the stock ($177), calling it a single digit grower when it wasn't yet.

[Higgenbotham]

Ken Fisher says it in the video posted above.

"You have to be able to make up 100% of your mind with 20% of the facts."

[aeden]

closed russel 2k short
closed 20 percent sp short

[Higgenbotham]

> It's impossible even for me to know what prompted an email like
> that. The most obvious reason would be that lack of technical
> expertise has gotten them into serious trouble, more serious than
> I could imagine. This is infrastructure engineering and it's not
> like software in that making mistakes can get people killed and
> result in lawsuits and prison time. There was a lot of emotion
> evident in that email. She sounds really scared.

> Also, it was written on work time but not on the company
> email.

I agree. It sounds like total desperation. She might have tried a
different tack -- inviting you out to lunch or something, where she
could feel you out about coming back. But if she did that and you
were "too busy" to have lunch, then she would have blown her one
chance to make contact with you.

So she decided to make her one shot count. She laid her soul bare for
you, and she's hoping that you'll take pity on her and help her get
through her disaster. (You haven't mentioned this, but I assume that
there's no chance that she's making a romantic pitch, and that she
simply waited a "decent interval" to ask you out.)

You know, you really are in a very good negotiating position, as I'm
sure you realize. You could agree to come back for three months of
consulting at $190 per hour, for example. More certain to make money
that way than by short-selling stock futures. Lots to think about.

We have made a preliminary deal.

The terms are:

24% increase in salary (over what I was making when I left last year)
I get my own cubicle
No "designated felon" status (i.e. I will not be one of their licensed engineers)

You made a good point when you said, "More certain to make money that way than by short-selling stock futures."

They knew my stock account was way up when I quit. It was after I resigned that I let the cat out of the bag about my stock account by telling a couple people who I knew would repeat it so it got back to management. I believe they contacted me in March after the mini crash, thinking I would be desperate. The way most people understand stocks is that when they are down everyone is losing. But I had let key people know that I was making money on the way down too so that would filter back. I think that good luck in the market improved my negotiating position a lot and helped get the 24%.

We're not done yet, though.

You may remember my thesis was they put an obnoxious Gen X female in my cubicle to give me "incentive" to get a license and become one of their "designated felons" so that I could get my own cubicle. She was fired and the Gen X female supervisor who placed her in my cubicle is no longer there either.

I'll let you know when it gets finalized and I'm actually back at work.