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Old 13-02-2020, 09:37 PM   #826
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do you mean why it will be higher in over the long term in general or why he thinks it will be higher in 3 years?
3 years....
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Old 13-02-2020, 09:46 PM   #827
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when valuations are undemanding, I would expect prices to generally go up, in line with earnings, GDP, population growth, inflation etc.

I'm referring to a diversified portfolio and not saying that a particular stock will be higher in 3 years time.
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Old 13-02-2020, 10:05 PM   #828
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MSFT vestors, 请问got any news ar?
How come the stock price retreating the past 2 days after touching 一发发?
Is it just a TA thing or got underlying news that mayb we dun know yet? :look?:
MSFT already up quite a lot in the last 3 months.

The fall is just a small dip.
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Old 13-02-2020, 10:07 PM   #829
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I wanted to buy Sembcorp

Only if it hits 1.95

I wanted to buy DBS

Only if it hits 24.5

I wanted to buy STI ETF

Only if it goes below 3050

If only lol
Aim lower the better?
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Old 13-02-2020, 10:28 PM   #830
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If it goes lower I will pump in even more

Warchest all loaded up


Aim lower the better?
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Old 13-02-2020, 10:33 PM   #831
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dun worry, repo liquidity will lift the market.

Posted from PCWX using Redmi K20 Pro
too much liquidity in market. even more now due to virus. what to do? buy shares.
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Old 13-02-2020, 10:35 PM   #832
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If it goes lower I will pump in even more

Warchest all loaded up
Having a warchest is good.

But if your target level is too low, your warchest will never get utilised.
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Old 13-02-2020, 10:46 PM   #833
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Having a warchest is good.

But if your target level is too low, your warchest will never get utilised.
also not to forget. your warchest will only get larger from savings from income. once it hits a certain level, there is more downside than upside to keep waiting...
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Old 14-02-2020, 12:23 AM   #834
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MSFT vestors, 请问got any news ar?
How come the stock price retreating the past 2 days after touching 一发发?
Is it just a TA thing or got underlying news that mayb we dun know yet? :look?:
"Under a schedule already agreed to the court, Amazon, DoD and Microsoft, judge Patricia E Campbell-Smith is expected to rule on whether to issue the stop-work order by Thursday. If she does not, the Defense Department has said it plans to issue the first “substantive” JEDI task order to Microsoft on Friday."


If all goes accordingly, headlines will read AWS defeated by Azure. Refocusing attention on Microsoft's profitable and growing cloud business. Not to mention, this is a 10 year deal with openings to new government cloud deals.

Why is this a big deal?

From my personal experience in the cloud business, I've worked directly with one of Amazon's subsidiaries on large cloud deals (over 7-figures) in Asia & South America for streaming services that needed low-latency that AWS could not provide due to their datacenter locations. It took our company over 7 months through litigation, red-lines, etc to finalize a contract. One the contract was finished and approved, getting new business can be done in the same day, i.e., once Microsoft is awarded, they can continue growing their government deals as needed, in the same day.

Thus, tomorrow's ruling is a big win (if it happens) for Microsoft.

Update: the author just posted a new article

A few key takeaways:

"...the government argued not only that Amazon lacks the necessarily legal basis to get the temporary stop-work order, issuing one would cause concrete harm to national security."

Favors MSFT

2) "...To win the injunction, among other factors, Amazon needs to show that it’s likely to win the underlying lawsuit and that it its interests would suffer more without a work stoppage than the government’s would if the JEDI buildout was paused."

Favors MSFT

3) “While still lacking several key features of the JEDI Cloud…[DoD] anticipates a financial harm of between $5 and $7 million dollars every month that performance of the JEDI contract is delayed.”

Nail in the coffin. Case dismissed. MSFT, flawless victory.

https://www.reddit.com/r/wallstreetb...big_day_judge/

wall street bets reddit going crazy on msft
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Old 14-02-2020, 01:32 AM   #835
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"Under a schedule already agreed to the court, Amazon, DoD and Microsoft, judge Patricia E Campbell-Smith is expected to rule on whether to issue the stop-work order by Thursday. If she does not, the Defense Department has said it plans to issue the first “substantive” JEDI task order to Microsoft on Friday."

If all goes accordingly, headlines will read AWS defeated by Azure. Refocusing attention on Microsoft's profitable and growing cloud business. Not to mention, this is a 10 year deal with openings to new government cloud deals.

Why is this a big deal?

From my personal experience in the cloud business, I've worked directly with one of Amazon's subsidiaries on large cloud deals (over 7-figures) in Asia & South America for streaming services that needed low-latency that AWS could not provide due to their datacenter locations. It took our company over 7 months through litigation, red-lines, etc to finalize a contract. One the contract was finished and approved, getting new business can be done in the same day, i.e., once Microsoft is awarded, they can continue growing their government deals as needed, in the same day.

Thus, tomorrow's ruling is a big win (if it happens) for Microsoft.

Update: the author just posted a new article

A few key takeaways:

"...the government argued not only that Amazon lacks the necessarily legal basis to get the temporary stop-work order, issuing one would cause concrete harm to national security."

Favors MSFT

2) "...To win the injunction, among other factors, Amazon needs to show that it’s likely to win the underlying lawsuit and that it its interests would suffer more without a work stoppage than the government’s would if the JEDI buildout was paused."

Favors MSFT

3) “While still lacking several key features of the JEDI Cloud…[DoD] anticipates a financial harm of between $5 and $7 million dollars every month that performance of the JEDI contract is delayed.”

Nail in the coffin. Case dismissed. MSFT, flawless victory.

https://www.reddit.com/r/wallstreetb...big_day_judge/

wall street bets reddit going crazy on msft
Although I will agree with this, there are always things that will go wrong, I will just wait and react accordingly when things develops.
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Old 14-02-2020, 06:50 AM   #836
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Ashethen, Amazon got the temporary restraining order it requested.
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Old 14-02-2020, 08:54 AM   #837
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picking up some PICC P&C
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Old 14-02-2020, 10:02 AM   #838
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The way the US market is behaving, it appears it was well on its way to rip up to S&P 4000 level, this virus has put some breaks, but there is no downside yet. Some people are trying to predict the top and short. This gives even more energy for the bulls.

If you are not allocated at all to markets you are going to be very disappointed. I think still there is time to get into markets. This virus thing will die off soon and the all that latent energy will push up all indices like crazy, we could have a year like 2017, very soon.

Last edited by revhappy; 14-02-2020 at 10:19 AM..
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Old 14-02-2020, 10:19 AM   #839
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Ashethen, Amazon got the temporary restraining order it requested.
luckily i didn't add more to my positions

DOD wants to use microsoft but amazon want to insist that DOD reconsider and use them... it's a joke really

Last edited by ashethen; 14-02-2020 at 10:30 AM..
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Old 14-02-2020, 10:27 AM   #840
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Bought a little DBS today.

apart from revhappy who has bought STI ETF, nobody in this thread buying?
Just sold zm and bought msft.
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