OT: Stock and Investment Thread

RU05

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Jun 25, 2015
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Now times that by 3.
Come join the TQQQ party.....if you dare!
Can I buy calls? Kidding.

I'm not ready to jump in yet, not off one bouncy day, and I still like the idea of buying individual stocks, but I'm keeping an eye out.
 
Dec 17, 2008
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This is one of those things I can't quite figure out.

If you look up CRM's P/E it says 100x.

If you look at their ttm eps it's about $5. Which would make the P/E 40x. The P/E trend chart also backs up that it is 40x.

As I don't know where that 100x comes from I go with the 40x given the reported EPS. If anyone would care to explain why that is right or wrong, I'd appreciate it.
I'm guessing that's the difference in adjusted EPS vs non adjusted or something along those lines.
 
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RUAldo

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T2Kplus20

Heisman
May 1, 2007
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Like I said earlier, I fully expect to wake up to more Putin drama tomorrow. Putin needs to put on a show and reassure his people that he’s still The Man regardless of sanctions.
He just took over another country. What else does he need to prove? And let's be honest, the sanctions are pretty meh. He was worried about losing access to SWIFT and that didn't happen.
 

RUDead

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He just took over another country. What else does he need to prove? And let's be honest, the sanctions are pretty meh. He was worried about losing access to SWIFT and that didn't happen.

All the warmongering neocon/neolibs are calling for Russia to be kicked out of the SWIFT system. That would be be a disaster because the Russians will have no choice but to sell that Gas and Oil to the Chinese. A Russia/Chinese alliance would be the worst possible outcome for the world.
 

T2Kplus20

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May 1, 2007
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All the warmongering neocon/neolibs are calling for Russia to be kicked out of the SWIFT system. That would be be a disaster because the Russians will have no choice but to sell that Gas and Oil to the Chinese. A Russia/Chinese alliance would be the worst possible outcome for the world.
+1
It would hurt some EU countries as much as Russia.
 

phs73rc77gsm83

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This is one of those things I can't quite figure out.

If you look up CRM's P/E it says 100x.

If you look at their ttm eps it's about $5. Which would make the P/E 40x. The P/E trend chart also backs up that it is 40x.

As I don't know where that 100x comes from I go with the 40x given the reported EPS. If anyone would care to explain why that is right or wrong, I'd appreciate it.
The 100x is twelve month trailing PE. This is based on actual performance. Sometimes you see “forward PE,” which is based on projected earning—a guess or projection. So if growth and margins change from the assumptions made, forward PE is obviously going to change(I.e, be wrong). If I had to pick one, it would not be forward PE, but it’s prudent to look at multiple valuation metrics, including but not limited to, projected/possible growth. My biggest caveat regarding “FMV” is that it often includes future projections that may or may not come to fruition. My opinion, anyway….
I don’t follow CRM so this is a general comment.
 
Dec 17, 2008
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The 100x is twelve month trailing PE. This is based on actual performance. Sometimes you see “forward PE,” which is based on projected earning—a guess or projection. So if growth and margins change from the assumptions made, forward PE is obviously going to change(I.e, be wrong). If I had to pick one, it would not be forward PE, but it’s prudent to look at multiple valuation metrics, including but not limited to, projected/possible growth. My biggest caveat regarding “FMV” is that it often includes future projections that may or may not come to fruition. My opinion, anyway….
I don’t follow CRM so this is a general comment.
Yea but he’s saying if you look at ttm EPS it’s 5 bucks if you add up the qtr by qtr numbers but on these websites like CNBC it’s 1.84. The difference between the 5 and the 1.84 might be adjusted be non adjusted EPS is my assumption.
 

RU05

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Jun 25, 2015
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The 100x is twelve month trailing PE. This is based on actual performance. Sometimes you see “forward PE,” which is based on projected earning—a guess or projection. So if growth and margins change from the assumptions made, forward PE is obviously going to change(I.e, be wrong). If I had to pick one, it would not be forward PE, but it’s prudent to look at multiple valuation metrics, including but not limited to, projected/possible growth. My biggest caveat regarding “FMV” is that it often includes future projections that may or may not come to fruition. My opinion, anyway….
I don’t follow CRM so this is a general comment.
No I was looking at ttm eps. Last 4 qtrs.
 

T2Kplus20

Heisman
May 1, 2007
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The 100x is twelve month trailing PE. This is based on actual performance. Sometimes you see “forward PE,” which is based on projected earning—a guess or projection. So if growth and margins change from the assumptions made, forward PE is obviously going to change(I.e, be wrong). If I had to pick one, it would not be forward PE, but it’s prudent to look at multiple valuation metrics, including but not limited to, projected/possible growth. My biggest caveat regarding “FMV” is that it often includes future projections that may or may not come to fruition. My opinion, anyway….
I don’t follow CRM so this is a general comment.
Looks like the 40x P/E is actual and based on 2021. $4B in profit, $200B market cap now. Right?
 

RU05

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Jun 25, 2015
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SQ up almost 30% in after hours. Glad I sold half my position last week LOL.
I laugh because I feel your pain. Not on SQ, but have def been there. Slack was one I sold just before CRM announced they were buying it.
 

RU05

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Jun 25, 2015
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looking to buy some SBLK March 18th puts.

Ex Dividend date is March 1st, paying a $2 dividend on a $29 stock. Thinking it could sell off on the backside of the ex date.
 
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RUAldo

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looking to buy some SBLK March 18th puts.

Ex Dividend date is March 1st, paying a $2 dividend on a $29 stock. Thinking it could sell off on the backside of the ex date.
Whoever recommended SBLK a few weeks ago at around $19 gets my vote for pick of the month!
 

RU05

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Jun 25, 2015
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Whoever recommended SBLK a few weeks ago at around $19 gets my vote for pick of the month!
That was me. Pretty sure I was responding to you looking for dividend plays.

Edit: Though I got the idea from Jenny Harrington on the halftime. She manages a dividend fund/portfolio type thing.

Not that I bought any.
 

RU05

All-American
Jun 25, 2015
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The 100x is twelve month trailing PE. This is based on actual performance. Sometimes you see “forward PE,” which is based on projected earning—a guess or projection. So if growth and margins change from the assumptions made, forward PE is obviously going to change(I.e, be wrong). If I had to pick one, it would not be forward PE, but it’s prudent to look at multiple valuation metrics, including but not limited to, projected/possible growth. My biggest caveat regarding “FMV” is that it often includes future projections that may or may not come to fruition. My opinion, anyway….
I don’t follow CRM so this is a general comment.
As per trailing P/E vs fwd P/E, while trailing is concrete and fwd is merely estimated, I do think the market absolutely puts more weight in fwd.
 

RU05

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I don’t follow the stock but trailing pe is based on current price divided by the earning per share over the past twelve months. Forward PE aid based on projected earnings.
But the question is where are they getting the EPS? I see a trailing EPS of $5. @rutgersguy1 thinks the distinction is EPS vs adjusted EPS which would make sense. Doesn't makes sense why they(in my case etrade) would present 2 different options without noting the distinction.
 

ashokan

Heisman
May 3, 2011
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You really believe that? Today I’ve heard for the first time that the U.S. is now considering offensive cyber measures against Russia. Putin increasingly isolated and some question about his paranoid mental status

US/NATO is mostly Bozos
If US plays a cyber card it will blow-up in our faces hard and fast (July pipeline shutoff was just a taste)
America sucks at cyber
Putin is another story .
Ukraine officials were on FB telling citizens to arm themselves and fight Russians
Ukraine troops were going AWOL
Ukrainians on socials were saying the strikes might be over in hours and not days
Unfortunately a lot of US and NATO blowhards gave Ukraine beer muscles
They thought they were up to tasks and that US, NATO and others had their backs
Now they've been hood-slapped
We have silly talk about Europe - who gets oil, wheat etc from Russia - "sanctioning" Russia.
As one commentator said "that's like a drug addict sanctioning his dealer."
If Joey Marbles was serious he would fire-up oil and gas production in US and cut Putin's bank
Marbles actually has US buying Russian oil - 7% of US consumption as I recall
The Ukraine thing didn't have to happen (nor did Afghanistan abortion)
The troubles should stay in Eurasia and could probably simmer down
The problem is US is lead by a chimera cadre of corrupt grifters, psychological weirdos and dopes
WWI was dopes doing dopey things
Now we hope US tards dont screw-up (as they do 100%) and wait for Taiwan because its 100% thats next
Have your tuna and flashlights ready - back-up your data - just in case the Bozos strike


 
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T2Kplus20

Heisman
May 1, 2007
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US/NATO is mostly Bozos
If US plays a cyber card it will blow-up in our faces hard and fast (July pipeline shutoff was just a taste)
America sucks at cyber
Putin is another story .
Ukraine officials were on FB telling citizens to arm themselves and fight Russians
Ukraine troops were going AWOL
Ukrainians on socials were saying the strikes might be over in hours and not days
Unfortunately a lot of US and NATO blowhards gave Ukraine beer muscles
They thought they were up to tasks and that US, NATO and others had their backs
Now they've been hood-slapped
We have silly talk about Europe - who gets oil, wheat etc from Russia - "sanctioning" Russia.
As one commentator said "that's like a drug addict sanctioning his dealer."
If Joey Marbles was serious he would fire-up oil and gas production in US and cut Putin's bank
Marbles actually has US buying Russian oil - 7% of US consumption as I recall
The Ukraine thing didn't have to happen (nor did Afghanistan abortion)
The troubles should stay in Eurasia and could probably simmer down
The problem is US is lead by a chimera cadre of corrupt grifters, psychological weirdos and dopes
WWI was dopes doing dopey things
Now we hope US tards dont screw-up (as they do 100%) and wait for Taiwan because its 100% thats next
Have your tuna and flashlights ready - back-up your data - just in case the Bozos strike



+1
Seems like this will be over extremely soon and with only modest consequences for Putin/Russia.
 
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phs73rc77gsm83

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But the question is where are they getting the EPS? I see a trailing EPS of $5. @rutgersguy1 thinks the distinction is EPS vs adjusted EPS which would make sense. Doesn't makes sense why they(in my case etrade) would present 2 different options without noting the distinction.
EPS is a ratio, not a dollar amount.
 

ashokan

Heisman
May 3, 2011
25,325
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+1
Seems like this will be over extremely soon and with only modest consequences for Putin/Russia.

I'll hope - I thought this would be a tempest in a tea pot but the folks in DC are just scary

People should recall Marbles gave Putin permission for a limited incursion

 

RUAldo

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Sep 11, 2008
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+1
Seems like this will be over extremely soon and with only modest consequences for Putin/Russia.
Biden’s speech this afternoon seemed to indicate this will not be over quickly unless Putin retreats, which ain’t happening. I don’t see how either side backs down without looking weak. I think we are in for a roller-coaster stock market for the next week or two at a minimum.
 

Jtung230

Heisman
Jun 30, 2005
19,106
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Biden’s speech this afternoon seemed to indicate this will not be over quickly unless Putin retreats, which ain’t happening. I don’t see how either side backs down without looking weak. I think we are in for a roller-coaster stock market for the next week or two at a minimum.
The West/NATO doesn’t need to look strong. They just need to stay United and de-escalate.
 
Dec 17, 2008
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