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View Poll Results: Which company?
Amazon 45 30.41%
Apple 32 21.62%
Facebook 12 8.11%
Google 59 39.86%
Voters: 148. You may not vote on this poll

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  #341  
Old 21.03.2018, 14:06
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Re: Stock investment poll

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Shares go ex dividend a few weeks before payout, so you need to own them on the day they go ex dividend, however kind of silly to wash dividends as they are usually, but not always taxable & the share price will drop to compensate.
FTFY. It pays to choose your dividend-yielding stock wisely.
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  #342  
Old 21.03.2018, 15:54
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Re: Stock investment poll

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FTFY. It pays to choose your dividend-yielding stock wisely.
As Swiss tax resident, your liable to taxation on worldwide income. What dividend yielding stock would be tax-free, to a Swiss resident?.

I was not talking about dividends subject to withholding tax.
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  #343  
Old 21.03.2018, 15:57
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Re: Stock investment poll

It looks like FS bought FB at the wrong time
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  #344  
Old 21.03.2018, 16:03
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Re: Stock investment poll

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It looks like FS bought FB at the wrong time
I bought some when the fell on Friday in my mirror, portfolio. Interested to see if it's a top 10 holding at the end of the month. No idea what their average buy price was as they don't announce new holdings until they have their position.
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  #345  
Old 21.03.2018, 16:50
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Re: Stock investment poll

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I bought some when the fell on Friday in my mirror, portfolio. Interested to see if it's a top 10 holding at the end of the month. No idea what their average buy price was as they don't announce new holdings until they have their position.

Apparently it is https://www.fundsmith.co.uk/fund-factsheet
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  #346  
Old 21.03.2018, 17:00
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Re: Stock investment poll

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It looks like FS bought FB at the wrong time
yeah, it is maybe the first position that I question in the FS portfolio
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  #347  
Old 21.03.2018, 17:17
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Re: Stock investment poll

That's last month.....
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  #348  
Old 21.03.2018, 17:40
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Re: Stock investment poll

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yeah, it is maybe the first position that I question in the FS portfolio

Would you mind expanding on this?
No debts, high growth, wide moat (FB platform, Whatsapp, Instgram, etc.), cheap compared to the market...
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  #349  
Old 21.03.2018, 17:55
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Re: Stock investment poll

The problem with FB is similar to what the problem with AAPL is: it's highly emotional for a lot of people.
Those that use it and like it can hardly think of a world without the products of these companies.

FS likes these kinds of companies because - in their view - when people view something as essential, they'll choose spending for it over other goods and services in case their disposable income shrinks and that's why they're invested in booze and smokes, among others.

But is FB the same? Is AAPL?

I'm not invested in FS (or anything - for too emotional and biased for that...would be a zero-sum game...at best).

Anyway. My view has always been and still is that Facebook doesn't really provide any value beyond what they built technology-wise (datacenters, massive scaling, OCP etc.pp.). Not for the users and - if everything followed the law to the letter - not for the advertisers.

When the advertisement-money stops rolling it, there's little value left. And ad-dollars are quite shy as we've seen in the last months.
Also, the user-numbers that FB reports - nobody can really verify them. Esp. the number of "active users".

Obviously, somebody @FS totally drank the FB Kool Aid and thinks differently. Good luck to them.
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  #350  
Old 21.03.2018, 17:58
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Re: Stock investment poll

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Would you mind expanding on this?
No debts, high growth, wide moat (FB platform, Whatsapp, Instgram, etc.), cheap compared to the market...

It's totally reliant on ad money.
Business-model is questionable at best, esp. considering recent legislation (GDPR etc.pp.).

Ask yourself and your FB-friends, how much they'd pay for it.

I can have animated gifs of cats and dogs on reddit and imgur, without giving away all my personal data.
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  #351  
Old 21.03.2018, 17:59
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Re: Stock investment poll

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When the advertisement-money stops rolling it, there's little value left. And ad-dollars are quite shy as we've seen in the last months.
Also, the user-numbers that FB reports - nobody can really verify them. Esp. the number of "active users".

Obviously, somebody @FS totally drank the FB Kool Aid and thinks differently. Good luck to them.
Well, revenue must come from somewhere, right?
If my memory serves me right FB has ~50% yoy revenue growth.
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  #352  
Old 21.03.2018, 21:13
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Re: Stock investment poll

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Well, revenue must come from somewhere, right?
If my memory serves me right FB has ~50% yoy revenue growth.
Yes, but that was while probably everybody (every advertiser who wanted to) was able to leach almost all data of most users.
It will be interesting to see just how much advertisers are going to pay once that level of access is no longer available.

FB's revenue grew so much because it could offer even more data to the advertisers than Google - and that really says something.
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  #353  
Old 21.03.2018, 21:51
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Re: Stock investment poll

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Yes, but that was while probably everybody (every advertiser who wanted to) was able to leach almost all data of most users.
It will be interesting to see just how much advertisers are going to pay once that level of access is no longer available.

FB's revenue grew so much because it could offer even more data to the advertisers than Google - and that really says something.

I think that may not be accurate -- FB changed the rules a couple of years ago already. We'll see whether Mr. Smith is right
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  #354  
Old 21.03.2018, 22:57
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Re: Stock investment poll

I’m really excited about the potential IPO of a digital Signature company called DocuSign.

Rumour has it that they are about to go public within the next 6 months.
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  #355  
Old 02.08.2018, 23:41
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Re: Stock investment poll

Apple wins the race to 1 Trillion!
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  #356  
Old 07.08.2018, 09:38
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Re: Stock investment poll

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Apple wins the race to 1 Trillion!
well, not really: https://markets.ft.com/data/equities...ary?s=6501:TYO

Granted, Hitachi is a conglomerate.


My bad, it's JPY
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  #357  
Old 07.08.2018, 09:44
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well, not really: https://markets.ft.com/data/equities...ary?s=6501:TYO

Granted, Hitachi is a conglomerate.
It's 1/3 value of Apple as far as I can make out.
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  #358  
Old 07.08.2018, 10:45
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Re: Stock investment poll

The FB on its way to recovery. I’m glad I bought it for $116 a share two years ago.
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  #359  
Old 24.08.2018, 16:58
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Re: Stock investment poll

Had to recreate the portfolio due to google portfolios shutting down:



My own investments changed quite a bit too:

AMD
FeverTree Drinks
Walmart
PM
Tencent
BP

AMD was a rocketship and propelled its way to #1 spot as analysts finally cottoned on to what was happening and the potential opportunity for AMD. managed to buy at around the $9-$10 mark but only half of what i wanted to. easiest trade i ever made, doubling in 3-4 months.
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  #360  
Old 24.08.2018, 19:04
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Re: Stock investment poll

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My own investments changed quite a bit too:

AMD
FeverTree Drinks
Walmart
PM
Tencent
BP

AMD was a rocketship and propelled its way to #1 spot as analysts finally cottoned on to what was happening and the potential opportunity for AMD. managed to buy at around the $9-$10 mark but only half of what i wanted to. easiest trade i ever made, doubling in 3-4 months.
Congrats! I must admit you are not afraid of roller coasters, are you? I am talking about AMD, PM and Tencent for example
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