Investing Thread

[Hards Alumni]

Agree, Rocky. It's only been a bad investment for 10 years. Maybe it will become a great investment again. But I dropped it from portfolios years ago and its bounces (including the most recent one) haven't convinced me that time has arrived yet.

Rocky saying 'zoom out' usually works for most companies, but I've been following Disney long enough to know they've bought too much crap they'd like to sell off.  Bringing back Iger after Chapek's tenure was just to 'right the ship' but whomever they move to next is going to have a hard time.

I'm with you Lenny, it was a good stock, but I have serious doubts about the company's ability to put out quality products which they can capitalize on.

[rocket surgeon]

You know who "people" is in this case, right?

  seriously? "people" in this case is people

.
human beings in general or considered collectively.

I hope this helps

[GB Warrior]

I can't get iver the mectin of 'people' in this context doesn't strike you as ironic

[Hards Alumni]

if people don't want to believe us when we try to give them something that would prevent them from seeing us and they scream force drugging when it's put in to the municipal water supplies. 

pay me now or pay me later

if your car mechanic tells you a certain oil or octane gas is best and would prolong the life of your car and keep it from breaking down more...

I'm not sure why people are giving you grief over this comment, you seem to agree that fluoride in the water is a net positive.

[jesmu84]

I'm not sure why people are giving you grief over this comment, you seem to agree that fluoride in the water is a net positive.

Not sure if you were around during the covid pandemic and read his posts regarding testing, treatment, expert opinion, etc

[Hards Alumni]

Not sure if you were around during the covid pandemic and read his posts regarding testing, treatment, expert opinion, etc

Of course I was, and yes, I do see the irony now.

[MU82]

Back to investing ...

I sold my long-held and well-in-the-green DIS position pretty early in the pandemic because I thought it could lose 75% of its value and take years to recover.

It didn't get as bad as I thought it would, and I bought it back gradually the last couple of years in the $80s and $90s. Long-term, I think it's going to be a solid company.

[MU82]

Target (TGT) is getting absolutely hammered this morning - down nearly 22% on all kinds of issues.

https://seekingalpha.com/news/4312097-target-is-on-the-outside-looking-in-at-the-retail-trinity-of-walmart-amazon-and-costco

The headline on that Seeking Alpha article says it all: "Target is on the outside looking in at the retail trinity of Walmart, Amazon, and Costco"

Just yesterday, WMT had great earnings/guidance, and COST had a great comp-sales report last week.

Aside from Target's own unimpressive brands, there is just about nothing  one can buy at Target that one can't buy, for less, at Walmart, Amazon and/or Costco.

[The Sultan]

Target (TGT) is getting absolutely hammered this morning - down nearly 22% on all kinds of issues.

https://seekingalpha.com/news/4312097-target-is-on-the-outside-looking-in-at-the-retail-trinity-of-walmart-amazon-and-costco

The headline on that Seeking Alpha article says it all: "Target is on the outside looking in at the retail trinity of Walmart, Amazon, and Costco"

Just yesterday, WMT had great earnings/guidance, and COST had a great comp-sales report last week.

Aside from Target's own unimpressive brands, there is just about nothing  one can buy at Target that one can't buy, for less, at Walmart, Amazon and/or Costco.

"The firm believes TGT is likely to need to be more promotional to drive traffic/sales..."

Oh God. More "Wicked" commercials.

[Skatastrophy]

The online ordering experience for Target sucks. They have their kids at the stores packing boxes. Boxes are always big, and the kids don't care how much heavy stuff they poorly toss in there. It has to be frustrating for shipping companies to have busted boxes with detergent liquid or cat litter spilling out of already too-heavy, awkward boxes. 

[TallTitan34]

Aside from Target's own unimpressive brands, there is just about nothing  one can buy at Target that one can't buy, for less, at Walmart, Amazon and/or Costco.

In unsurprising news, I saw yesterday Walmart and Lowe's CFOs said there will likely be a price hike should the tariffs go into effect.

[Skatastrophy]

In unsurprising news, I saw yesterday Walmart and Lowe's CFOs said there will likely be a price hike should the tariffs go into effect.

I'm building a new PC and grabbing an upgraded phone that I don't really need right now. I bet major retailers are increasing held inventory before January.

[TallTitan34]

I've been waiting for an e-ink tablet (Ratta Supernote A5x2) to be released for the past several months.  I'm really hoping they get it out before January!

[MU82]

From Yahoo Finance:

Another popular call among strategists has been for the roaring bull market to continue through year-end, with more all-time highs in store before trading wraps up in 2024.

‌And history supports that argument.

‌Carson Group chief markets strategist Ryan Detrick reminds us that, in markets, strength often begets strength. Dating back to 1985, when the S&P 500 has rallied more than 20% entering December, the benchmark index has risen further 9 out of 10 times. Since 2000, the index has risen every December after a rally of this magnitude over the year's first 11 months.

[forgetful]

Curious as to what people think in regards to who will win the robotics races in terms of humanoid robots for industry, personal care, and household care. What kind of investment exposure, and where have you invested in this area?

[rocky_warrior]

Curious as to what people think in regards to who will win the robotics races in terms of humanoid robots for industry, personal care, and household care. What kind of investment exposure, and where have you invested in this area?

Honestly, household/personal isn't really on my radar.  I mean, robot vacuums have been around for about a decade, and still only about 10% of households have them - spread among 5-10 different companies.

Except for the "humanoid" aspect, industrial is really already here.  If you wanna watch some automation porn, check out Kuka's youtube channel.

https://www.youtube.com/@KUKARobotGroup/videos

[forgetful]

Honestly, household/personal isn't really on my radar.  I mean, robot vacuums have been around for about a decade, and still only about 10% of households have them - spread among 5-10 different companies.

Except for the "humanoid" aspect, industrial is really already here.  If you wanna watch some automation porn, check out Kuka's youtube channel.

https://www.youtube.com/@KUKARobotGroup/videos

I've seen a lot of push by some big players in the humanoid robot space for robots designed for elderly care. I think there could be a big market play there given the expense of nursing homes.

[rocky_warrior]

I've seen a lot of push by some big players in the humanoid robot space for robots designed for elderly care. I think there could be a big market play there given the expense of nursing homes.

Any examples?  The best I've seen is for companionship and mental stimulation.  I've seen nothing that could act as in-home care - which is what I'd presume you'd need in place of a nursing home.  But to get there, I think cost will be prohibitive (at least in the next few years).

[Hards Alumni]

I've seen a lot of push by some big players in the humanoid robot space for robots designed for elderly care. I think there could be a big market play there given the expense of nursing homes.

If we don't have sex bots yet, then we won't have home health care worker bots for at least five years.

[Jockey]

If we don't have sex bots yet, then we won't have home health care worker bots for at least five years.

Priorities.

[forgetful]

Any examples?  The best I've seen is for companionship and mental stimulation.  I've seen nothing that could act as in-home care - which is what I'd presume you'd need in place of a nursing home.  But to get there, I think cost will be prohibitive (at least in the next few years).

I agree they are several years away, but some that are more focused on that angle are:

Figure AI has plans along that line. Figure02 is being used by BMW currently, but they want to expand that to personal care.

1X technologies Neo 2 is directed at the home help angle.

Karlsruhe Institute of Technologies has been working in this arena for awhile with their ARMAR robots, which they test in senior care facilities.

Fourier Technologies GR-2 has also been argued to be feasible in that arena.

Technically none of these are ready yet, but the companies are angling for those markets. I'm sure Tesla's robot will also make such an argument.

Just feel like there will ultimately be 1-3 winners in this arena, and it will be a massive market.

[Uncle Rico]

If we don't have sex bots yet, then we won't have home health care worker bots for at least five years.

Herm does

[rocky_warrior]

Technically none of these are ready yet, but the companies are angling for those markets. I'm sure Tesla's robot will also make such an argument.

Just feel like there will ultimately be 1-3 winners in this arena, and it will be a massive market.

Thanks for the examples - I guess I just don't see any that would be able to care for a human - anytime soon.  They all still seem more suited to manual / repetitive jobs. 

Possibly short sighted of me, but I don't see the market exploding for a few decades.

[MU Fan in Connecticut]

I've seen a lot of push by some big players in the humanoid robot space for robots designed for elderly care. I think there could be a big market play there given the expense of nursing homes.

I think Japan uses robots in elderly care now because of lack of nurses.  It was noted in a semi-recent NatGeo article.

[rocky_warrior]

I think Japan uses robots in elderly care now because of lack of nurses.  It was noted in a semi-recent NatGeo article.

A 2023 article, largely noting they created more work - or less time to interact with patients.

https://www.technologyreview.com/2023/01/09/1065135/japan-automating-eldercare-robots/