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02-24-2020, 11:11 AM | #3466 |
Veteran
Join Date: Jan 2020
Location: Missouri
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Posts: 3,149
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02-24-2020, 11:16 AM | #3467 |
Supporter
Join Date: Apr 2007
Location: Scott City KS
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It’s kind of a convoluted mess, but Bayer (now) owns Monsanto. Monsanto owns Climate Corp. Climate has an application that takes application data. So Climate knows what it’s users are putting on in terms of varieties, herbicides, fertility, and most importantly, yield.
That’s not a new thing. But what is new is they have some partnership with Tillable. Tillable is a marketplace type application that landlords can list their property and tenants can bid on it. WELLLLL it turns out they were using Climate data to “suggest” rental prices on some of the fields they had data for. So they took data from their customers and used it to **** them. So as soon as it came out Climate “ended their partnership with Tillable”. There isn’t a lot of pub nationally on it but there is real pushback in the farm community. It may not amount to shit in terms of stock price. But between it and the roundup nonsense (which I don’t think will amount to much but don’t take that advice). But there were some pretty alarming retention rates for Climate. It may cascade into something it may not. But I’d steer clear. |
Posts: 57,743
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02-24-2020, 11:22 AM | #3468 |
[null]
Join Date: Sep 2008
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BMS/Celgene acquisition was finalized in Q4 of 2019.
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Posts: 6,647
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02-24-2020, 11:27 AM | #3469 |
Politically Incorrect
Join Date: Feb 2009
Location: Scottsdale, AZ
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I just bought 3 Apple CALL options with a 305 strike price that expire Friday for $2.31/ contract for a total of $701 with commissions.
I like to roll the dice.......hoping APPL pops back $5-6 and I'll sell |
Posts: 52,239
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02-24-2020, 11:40 AM | #3470 |
In Search of a Life
Join Date: Aug 2005
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Posts: 43,200
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02-24-2020, 11:44 AM | #3471 | |
In Search of a Life
Join Date: Aug 2005
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Quote:
Should be some good buys in this sector. |
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Posts: 43,200
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02-24-2020, 06:54 PM | #3472 |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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Posts: 46,090
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02-24-2020, 07:06 PM | #3473 |
TACO SALAD
Join Date: Apr 2008
Location: yes
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I'm transferring some money but likely holding back for now.
We're pretty richly valued even if you ignore any risks from possible negative news. 19+ forward earnings and companies with international exposure have been reporting for weeks that they wouldn't hit their guidance. From 2/19, so it's slid a bit but still we've had companies coming out daily saying they won't hit the estimates this chart is based off of
Starbucks, UnderArmor, Nike, Apple pulled their guidance. Tonight United Airlines and Mastercard have adjusted 2020 down. We had 30% stock upside last year w/ 0% earnings growth. Pretty much all based on the idea that central bank moves would help fuel a better year in 2020. The data looks like that was occurring but I think this virus could cause a bigger pullback. The market will do what it wants and could continue up but I think the risk/reward isn't that great here even down 5ish%. |
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02-24-2020, 09:42 PM | #3474 |
Supporter
Join Date: Feb 2005
Location: Olathe, Ks
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Do some research on dividend paying stocks vs. non-dividend paying stocks in a bear market. You will have your answer.
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Posts: 129,512
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02-24-2020, 10:10 PM | #3475 | |
Mahomes or GTFO
Join Date: Feb 2012
Location: KC
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Quote:
I wouldn’t touch that stock with a 10-foot pole. The leadership, be it crop science, animal health, environmental science, etc. is a disaster. There aren’t many decisions made by the ELT that don’t leave you scratching your head. And I’m not just talking about marketing. I’m talking about business decisions in general. It’s a top-down thing in that organization. Even a brand that owns such equitable products like Aspirin and Copper Tone can’t get their shit together and stop spending money on mindless nonsense. They’ll eventually restructure and move their entire operation (pharma excluded) to St Louis and the stock price will trickle upward due to efficiencies, but I’m not patient enough to wait for them to figure their shit out. |
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02-24-2020, 10:31 PM | #3476 | |
Supporter
Join Date: Apr 2007
Location: Scott City KS
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Quote:
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Posts: 57,743
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02-24-2020, 10:35 PM | #3477 |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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It's so funny that Bayer came up because I just read the following article this week and was looking at Bayer. Kiplinger's is in love with them.
https://www.kiplinger.com/article/in...xt-decade.html The only firm on that list that I currently hold is Boeing, and I was having a hard time getting excited about any of the others. Anyone got opinions on any of them? |
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02-24-2020, 10:40 PM | #3478 | |
Mahomes or GTFO
Join Date: Feb 2012
Location: KC
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Quote:
Fox News will pull in big ad dollars as we get closer to the election which makes the stock an intriguing play to buy now and potentially hold into the fall. |
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Posts: 13,231
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02-24-2020, 10:57 PM | #3479 |
Elway be drinkin' again
Join Date: Dec 2017
Location: Colorado USA
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Bought axsm mid Dec 2018
Sold before 2020 Think it went from 3 bucks to 90 something. Lost 1/2 as much on other bets. Axsm was the best for me in that decade |
Posts: 4,922
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02-24-2020, 11:03 PM | #3480 | |
Supporter
Join Date: Apr 2007
Location: Scott City KS
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Quote:
If their financials are in order that’s not a bad look. Plus I think the Holcomb plant opened recently or will open soon so the lost revenue should be returned in coming quarters. |
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