Hamish Maclaren
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Fellow Investors:
I have been telling everyone for quite a while that $Meta Platforms (FB.US)$ and $Alphabet-C (GOOG.US)$ are two of the best buys with the best balance sheets, along with deep and wide moats filled with crocs.
I urge investors when they can, to get out of companies that have no earnings, have no margins, because investing them is, at best, "betting on the come." And people who place their money in companies that are eventually supposed to do all these great things that they're not currently able to do, usually lose money, and are sorely disappointed. This is especially true of the most potently hyped companies.
I have been telling everyone for quite a while that $Meta Platforms (FB.US)$ and $Alphabet-C (GOOG.US)$ are two of the best buys with the best balance sheets, along with deep and wide moats filled with crocs.
I urge investors when they can, to get out of companies that have no earnings, have no margins, because investing them is, at best, "betting on the come." And people who place their money in companies that are eventually supposed to do all these great things that they're not currently able to do, usually lose money, and are sorely disappointed. This is especially true of the most potently hyped companies.
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Hamish Maclaren
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$Microsoft (MSFT.US)$ I'm forced to use MS Teams since it's what the DOD has purchased. I hate it. Confusing at times. We usually leave our cameras off because it bogs down if too many video feeds are running.
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Hamish Maclaren
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$OceanPal (OP.US)$ OceanPal is a spinoff of Diana Shipping $Diana Shipping (DSX.US)$.
The spinoff was completed on Nov. 29 and shares of the company’s stock started trading on the Nasdaq Exchange on Tuesday under the OP ticker.
OceanPal is a “global provider of shipping transportation services through its ownership of vessels.”
The company’s shipping currently includes a variety of dry bulk cargoes.
Among those are iron ore, coal, grain, and other materials.
This has them covering worldwide shipping routes.
However, the company intends to focus more on short-term time and voyage charters once current trips are complete.
While shares of OP stock are new to the market, investors are wasting no time taking an interest in them.
That comes with heavy trading today as more than 37 million shares of the stock have traded as of this writing.
For comparison, the company’s daily average trading volume is closer to 4.7 million shares.
It’s worth noting that the heavy trading today could be the result of retail traders taking notice of OP stock.
The shares were only trading in the $3 range when they went public yesterday.
That’s a low price that makes it easy for any trader to jump in on and could help explain some of today’s movement.
The spinoff was completed on Nov. 29 and shares of the company’s stock started trading on the Nasdaq Exchange on Tuesday under the OP ticker.
OceanPal is a “global provider of shipping transportation services through its ownership of vessels.”
The company’s shipping currently includes a variety of dry bulk cargoes.
Among those are iron ore, coal, grain, and other materials.
This has them covering worldwide shipping routes.
However, the company intends to focus more on short-term time and voyage charters once current trips are complete.
While shares of OP stock are new to the market, investors are wasting no time taking an interest in them.
That comes with heavy trading today as more than 37 million shares of the stock have traded as of this writing.
For comparison, the company’s daily average trading volume is closer to 4.7 million shares.
It’s worth noting that the heavy trading today could be the result of retail traders taking notice of OP stock.
The shares were only trading in the $3 range when they went public yesterday.
That’s a low price that makes it easy for any trader to jump in on and could help explain some of today’s movement.
![OceanPal commenced trading on the Nasdaq](https://ussnsimg.moomoo.com/6884699042202762299.jpg/thumb)
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Hamish Maclaren
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$Moderna (MRNA.US)$ The media is the true enemy of the people in this country. Turning them into mindless, brain washed simpletons with every variant and accompanying five jabs to go along with it. I can’t imagine living in fear of something that has almost no chance of harming me. So silly
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Hamish Maclaren
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Canada's government has officially excluded $Boeing (BA.US)$ Super Hornet from the bidding for a potential C$19B (US$14.8B) contract to build 88 new fighter jets to replace the military's aging CF-18s.
The move by Public Services and Procurement Canada means $Lockheed Martin (LMT.US)$ F-35 stealth fighter and Saab's Gripen are the only two aircraft still in contention.
The Super Hornet and F-35 were viewed by some observers as the only real competition because of Canada's relationship with the U.S., which includes using fighter jets together to defend North American air space, while Sweden - Saab's home - is not a member of NATO or NORAD.
Boeing saysit is "working with the U.S. and Canadian governments to better understand the decision and looking for the earliest date to request a debrief to then determine our path forward."
According to a report yesterday, Boeing is in the lead to win an order for nearly 50 freighter planes from Qatar Airways.
The move by Public Services and Procurement Canada means $Lockheed Martin (LMT.US)$ F-35 stealth fighter and Saab's Gripen are the only two aircraft still in contention.
The Super Hornet and F-35 were viewed by some observers as the only real competition because of Canada's relationship with the U.S., which includes using fighter jets together to defend North American air space, while Sweden - Saab's home - is not a member of NATO or NORAD.
Boeing saysit is "working with the U.S. and Canadian governments to better understand the decision and looking for the earliest date to request a debrief to then determine our path forward."
According to a report yesterday, Boeing is in the lead to win an order for nearly 50 freighter planes from Qatar Airways.
![Lockheed in, Boeing out in bidding for C$19B Canada fighter jet contract](https://ussnsimg.moomoo.com/3233671906870022347.jpg/thumb)
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Hamish Maclaren
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$MasterCard (MA.US)$ Seems like they went with a smaller than usual div increase but larger buyback. Makes sense, I hope they increase the pace of buybacks as the current $4.4B outstanding means they bought back around $800m in q4 so far. Should be far more at these prices.
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Hamish Maclaren
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$Crude Oil Futures(OCT4) (CLmain.US)$ $Tesla (TSLA.US)$ I use about 300-400 gallons of gas a year. So let me sell my car, and buy a $45k car to save about $1k a year. My ROI is only forever. It would take me 3.3 years just to make up on the sales tax.
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Hamish Maclaren
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An ugly day for the stock market was especially rough on $AT&T (T.US)$, which slipped 4.4% on the day to seal its worst month in a year and a half - and reach its lowest point since the Global Financial Crisis, more than a decade ago.
That came as a presentation from Communications chief Jeff McElfresh raised new concerns about user growth in the wireless industry.
Speaking at a Wells Fargo conference, McElfresh worked to highlight momentum in mobility, saying over the past five quarters AT&T has delivered its best subscriber results in a decade (including nearly 4 million postpaid phone net additions, and 1.4 million fiber net adds).
"Total tonnage of EBITDA in the third quarter of '21 was a high-water mark for us," he says, noting Wireless raised its EBITDA by nearly 3.6%.
He added that the company's "three key elements" - simplified plans and targeted sub-segment approach, improved customer experience and network performance - are leading to lower churn and increased customer lifetime value.
He reiterated, though, that the outlook for 2022 and beyond doesn't assume a continuation of the outsized trends in net adds that we've seen.
"There's no doubt that the stimulus programs have put some extra cash in household budgets" this year, he says. "And so we're not expecting that level of activity to continue into 2022 and beyond. In fact, in a three-player market with the integration between Sprint and T-Mobile, we suspect the activity level for postpaid in 2022 is probably going to subside." AT&T does expect to take "more than our fair share," however, and he adds their guidance doesn't depend on outsized postpaid growth.
Expectations that average revenue per user on postpaid phones will stabilize next year means the company expects higher service revenues from the growing base, he says. Fewer than a quarter of gross adds and upgrades in Q3 traded in newer devices for premium promotional offers, and only about 20% of the company's postpaid smartphones are on Unlimited Elite, its highest-ARPU and fastest growing rate plan.
McElfresh's comments about dwindling industry user growth ahead did no favors for AT&T's wireless rivals today. $T-Mobile US (TMUS.US)$fell 4.1% (again, also amid a marketwide sell-off), and $Verizon (VZ.US)$fell 2.7%. $Dish Network (DISH.US)$, set to become the fourth national player in wireless over time, tumbled 5.7% today.
That came as a presentation from Communications chief Jeff McElfresh raised new concerns about user growth in the wireless industry.
Speaking at a Wells Fargo conference, McElfresh worked to highlight momentum in mobility, saying over the past five quarters AT&T has delivered its best subscriber results in a decade (including nearly 4 million postpaid phone net additions, and 1.4 million fiber net adds).
"Total tonnage of EBITDA in the third quarter of '21 was a high-water mark for us," he says, noting Wireless raised its EBITDA by nearly 3.6%.
He added that the company's "three key elements" - simplified plans and targeted sub-segment approach, improved customer experience and network performance - are leading to lower churn and increased customer lifetime value.
He reiterated, though, that the outlook for 2022 and beyond doesn't assume a continuation of the outsized trends in net adds that we've seen.
"There's no doubt that the stimulus programs have put some extra cash in household budgets" this year, he says. "And so we're not expecting that level of activity to continue into 2022 and beyond. In fact, in a three-player market with the integration between Sprint and T-Mobile, we suspect the activity level for postpaid in 2022 is probably going to subside." AT&T does expect to take "more than our fair share," however, and he adds their guidance doesn't depend on outsized postpaid growth.
Expectations that average revenue per user on postpaid phones will stabilize next year means the company expects higher service revenues from the growing base, he says. Fewer than a quarter of gross adds and upgrades in Q3 traded in newer devices for premium promotional offers, and only about 20% of the company's postpaid smartphones are on Unlimited Elite, its highest-ARPU and fastest growing rate plan.
McElfresh's comments about dwindling industry user growth ahead did no favors for AT&T's wireless rivals today. $T-Mobile US (TMUS.US)$fell 4.1% (again, also amid a marketwide sell-off), and $Verizon (VZ.US)$fell 2.7%. $Dish Network (DISH.US)$, set to become the fourth national player in wireless over time, tumbled 5.7% today.
![AT&T hits 12-year low as Wireless chief warns of slower industry growth](https://ussnsimg.moomoo.com/2426688717667417759.jpg/thumb)
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Hamish Maclaren
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$Rivian Automotive (RIVN.US)$ Rivian is the best looking EV truck. It doesn't look like Battlestar Galactica, and it's not destined to be Found On Road Dead, like $Ford Motor (F.US)$, which were notorious for coming with parts that just break down in succession. Rivian fills a long sought after demand, from the truck people, contractors, and even women who Love their trucks, for the first EV truck that checks all boxes that truck lovers actually want.
Sure, it's not gonna launch to the Moon, like $Tesla (TSLA.US)$, overnight, but it's a reputable, real, concern that shall most definitely be profitable and grow into it's value. People are actually buying Rivian EV trucks, as well as RIVN stock, in order to send a clear message to other auto makers, which is, 'We Want the Non-natural disasters making EV truck, which looks like a real truck and can function like one, and we want it Now, not in a hundred freaking years, already!'
Other auto makers, besides now converted and cutting edge Ford, have been deaf, dumb, and mute to this SCREAMING DEMAND from truck consumers and lovers shocked that nobody has heard it but Rivian. Ford has heard it and is answering the call, but so many of us have been burned by shoddy Ford work many times before. They still have that nasty reputation for the acronym their company name ironically, and somewhat comedically, spells out. 'Found On Road Dead.'
Rivian has like 50-60,000 actual individuals' orders for their trucks, they have an order for 100,000 Amazon EV delivery vans, and now they're working to make RV EVs for Outdoorsy. The future looks bright for Rivian. Stop bashing Both the truck and the growth stock.
Sure, it's not gonna launch to the Moon, like $Tesla (TSLA.US)$, overnight, but it's a reputable, real, concern that shall most definitely be profitable and grow into it's value. People are actually buying Rivian EV trucks, as well as RIVN stock, in order to send a clear message to other auto makers, which is, 'We Want the Non-natural disasters making EV truck, which looks like a real truck and can function like one, and we want it Now, not in a hundred freaking years, already!'
Other auto makers, besides now converted and cutting edge Ford, have been deaf, dumb, and mute to this SCREAMING DEMAND from truck consumers and lovers shocked that nobody has heard it but Rivian. Ford has heard it and is answering the call, but so many of us have been burned by shoddy Ford work many times before. They still have that nasty reputation for the acronym their company name ironically, and somewhat comedically, spells out. 'Found On Road Dead.'
Rivian has like 50-60,000 actual individuals' orders for their trucks, they have an order for 100,000 Amazon EV delivery vans, and now they're working to make RV EVs for Outdoorsy. The future looks bright for Rivian. Stop bashing Both the truck and the growth stock.
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Hamish Maclaren
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$E-mini Dow Futures(SEP4) (YMmain.US)$ $Dow Jones Industrial Average (.DJI.US)$ Omicron is a load of nonsense. The media has nothing to talk about these days, and WHO is just trying get Americans to buy more vaccines for the 3rd world countries. Any dip should be taken advantage of with tax harvesting and buying beaten down Energy and Travel stocks.
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Hamish Maclaren : If you only need to be scared of the stocks that “have no earnings and are valued off of revenues”… why would GOOG and FB be the only safe havens right now? The other FAANGs not so much?