Verizon verizon verizon

[smartmoneyfollower]

Microsoft Corp (MSFT.O) on Monday said it had won a five-year deal with Coca-Cola Co (KO.N) to supply business software, including its Teams chat app and tools for customer service agents.
The companies did not disclose the size of the deal but said it will include Dynamics 365, a suite of Microsoft tools that competes directly with Salesforce.com Inc

Barry Simpson, senior vice president and chief information and integrated services officer of Coca-Cola, said in a statement that Microsoft’s software would help the company by “replacing previously disparate and fragmented systems.”

two of my favorate companies working together.

 

[smartmoneyfollower]

US regulations require hedge funds or institutions that manage more than US$100m to file a quarterly “13F” report, which tells us about significant changes in their investments. Sadly, these are only required to be filed 45 days after the end of the quarter, so the information can be quite dated by the time its released. Regardless, it’s interest to see what adjustments were being made in the months before COVID-19 took off. Please note that some of these trades may have been instigated by one of Buffett’s lieutenants, not Buffett himself.

Separately, in an interview with Yahoo Finance in early March, Buffett said,

“I won’t be selling airline stocks.”

But don’t always trust what Buffett says…

In early April, regulatory filings show that Berkshire sold 2.3m shares (US$74m) of Southwest Airlines. This is over 4% of the holding. Buffett has previously said that he personally manages the airline holdings, so we know this was his doing. Interestingly, the remaining holding is just under 10% of the company, meaning that they no longer need to inform the market promptly if they make further sales.

It doesn’t stop there though. Berkshire also sold 13 million shares (US$314m) worth of Delta Airlines, around 18% of its holding. This also took Berkshire under the 10% limit, but took them well under that limit, so it appears he was more eager to offload Delta.

The Berkshire Hathaway AGM is coming up this weekend, and as the subtitle suggests, it’s the best opportunity each year to get an idea what the duo are thinking. This year’s AGM should be a unique one, with shareholders not invited to attend in person. Thankfully, Yahoo Finance run an excellent livestream, which you can tune into from 4am this Sunday Melbourne/Sydney time. Access the stream here, where you can set a reminder for yourself.

If you don’t feel like getting up on Sunday morning to watch the show, click the “Follow” button below, and you’ll be notified when I post my coverage of the event next week.

I will be following what buffet does quite closely .

 

[CoachCB]

US regulations require hedge funds or institutions that manage more than US$100m to file a quarterly “13F” report, which tells us about significant changes in their investments. Sadly, these are only required to be filed 45 days after the end of the quarter, so the information can be quite dated by the time its released. Regardless, it’s interest to see what adjustments were being made in the months before COVID-19 took off. Please note that some of these trades may have been instigated by one of Buffett’s lieutenants, not Buffett himself.

Separately, in an interview with Yahoo Finance in early March, Buffett said,

“I won’t be selling airline stocks.”

But don’t always trust what Buffett says…

In early April, regulatory filings show that Berkshire sold 2.3m shares (US$74m) of Southwest Airlines. This is over 4% of the holding. Buffett has previously said that he personally manages the airline holdings, so we know this was his doing. Interestingly, the remaining holding is just under 10% of the company, meaning that they no longer need to inform the market promptly if they make further sales.

It doesn’t stop there though. Berkshire also sold 13 million shares (US$314m) worth of Delta Airlines, around 18% of its holding. This also took Berkshire under the 10% limit, but took them well under that limit, so it appears he was more eager to offload Delta.

The Berkshire Hathaway AGM is coming up this weekend, and as the subtitle suggests, it’s the best opportunity each year to get an idea what the duo are thinking. This year’s AGM should be a unique one, with shareholders not invited to attend in person. Thankfully, Yahoo Finance run an excellent livestream, which you can tune into from 4am this Sunday Melbourne/Sydney time. Access the stream here, where you can set a reminder for yourself.

If you don’t feel like getting up on Sunday morning to watch the show, click the “Follow” button below, and you’ll be notified when I post my coverage of the event next week.

I will be following what buffet does quite closely .

And Delta is up 10% today.

 

[smartmoneyfollower]

And Delta is up 10% today.

Delta is like Visa , they both have the same problem to me . Are people racking up too much credit card debt that they might default on if jobs don't come back ? I don't think the jobs will come back,

Airlines have lucrative deals with credit card companies like all airlines, delta makes a lot of money from credit cards. Will new social distancing laws affect the Air Lines industry and slow down their ability to operate a full capacity as soon as possible. I have my eye on health care REITs right now, and companies that were not affected by the slow down.

I'm buying MSFT Wednesday as i think they will beat the numbers [FONT=&quot]which is set to report its Q3 2020 earnings , (I sold 24,000 AQN today) has been a standout in an already dominant tech industry thanks to its Azure cloud services, second only to Amazon, [/FONT] Microsoft CEO. Satya Nadella who delivers the keynote address at Build, the company's annual conference for software developers in Seattle, is leading this company into the future, i just wish "Woz" would come back.

 

[smartmoneyfollower]

Market Summary > Microsoft Corporation
NASDAQ: MSFT
174.90 USD +5.09 (3.00%)
Apr 29, 10:35 AM EDT · Disclaimer

Bought 3000 shares and cashed out , didn't even wait for the number today, Market is getting expensive , less good value at these price points. Time to take a nap and call it a day.

 

[Bruins4Life]

I'm trying to understand more than i do.
Trust me, I'm not questioning your history.
Msft closed yesterday at 169.81
Opened today at 173.22
Noon today its 175.50

At what point did you actually get in?
After hours trading?
As soon as market opened today?

Any way it happened its a nice score. I'm just trying to learn a little more.

 

[smartmoneyfollower]

Just after the market opened 1500 at 173.11 and another 1500 more at 172.48 ... but in the after hours today it went up in the after market, i missed out on making +12,000$

Closed: Apr 29, 6:46 PM EDT · Disclaimer
After hours 182.00 +4.57 (2.58%)

I didn't have 500k yesterday , I had to wait for my settlement, Settlement marks the official transfer of securities to the buyer's account and cash to the seller's account. For most stock trades, settlement occurs two business days after the day the order executes. Another way to remember this is through the abbreviation T+2, or trade date plus two days. For example, if you were to execute an order on Monday, it would typically settle on Wednesday. When I started day trading markets operated on a "T+5" settlement cycle.

There are lots if rules to day trading like you need to have a min balance of 25,000$.

 

[Bruins4Life]

Maybe it's due more to the big money you are "playing" with?
I sold 20k of TD and bought 20k of BMO last week within 15 minutes. Far cry from you 500k lol.

 

[Bruins4Life]

Oh. Also I'm trading within my RRSP (your 401k equivalent).

 

[smartmoneyfollower]

Here were the main numbers for McDonald’s first quarter, compared to Bloomberg-compiled estimates:
Revenue: $4.71 billion vs. $4.65 billion expected, $5.02 billion YoY

Adj. EPS: $1.47 vs. $1.57 expected, $1.72 YoY

Global same-store sales: -3.4% vs. +5.4% YoY

U.S. same-store sales: +0.1% vs. +4.5% YoY

I like these number, they can be turned around quickly, lots of small business will close and McDonald’s will swoop in and take their business.

MDC is a buy for me below 180, and adding to AQN below 13.75

 

[smartmoneyfollower]

i think the markets are going to open to a blood bath in the morning , I have my eye on COMCAST near the bell.

 

[Bruins4Life]

I dont know much, but I agree.
Panic selling tmrw?

 

[Bruins4Life]

Took some AQN at $13.53 ($18.97 CND)

 

[smartmoneyfollower]

I did the same , I bough AQN.

 

[Bozzie]

Next week is going to get interesting....Technicals are starting to come into play...
Bond yields at the .600 level....normally low bond yields mean higher stock market prices but in this case it might not be so.
The US cutting borrowing rates to Zero is going to effect the US bond/debt market.

If anyone is interested this is a very simple (almost too simple) explanation of the upside down world of European bond yields.
Coming to the US soon?. Doubtful, but it's interesting.



https://www.youtube.com/watch?v=FiYTmTHFa9E

To simplify further.

https://www.youtube.com/watch?v=Ck0...wOUI9wBJjo7EK36eFhBZTdQZuiajk0edxh1X9xBzlopRo

 

[smartmoneyfollower]

Bozzie here is my take on a negative interest rate environment, it would be the begging of the end. The theory that people would stay working longer to save more is utterly preposterous, there are no more jobs to work longer on, and the jobs are not coming back. The number older people who can't rejoin the work force because they cant even fill out a online form is staggering or even remember a password. Their saving would be wiped put instantly. People are leaving their jobs because they can make more on public assistance is becoming the new normal. The are disincentivizing people form working.

I have always advocated for technology to displace a current workforce, The pandemic has further shown the need Implement more automation in the workforce, now to limit the spread of viruses. I myself having wealth will support companies i feel are safe and limit human interaction, so we can eliminate the lower class of poor, There is no place for them any more.

If the nominal interest rate drops below zero percent for a specific economic zone and companies can just borrow at zero interest from banks, why issues stock or pay dividends ?

 

[smartmoneyfollower]

Warren Buffett says Berkshire sold all its airline stocks because of the coronavirus

Berkshire Hathaway Chairman and billionaire value investor Warren Buffett said that the conglomerate has sold the entirety of its equity position in the U.S. airline industry. The prior stake, worth north of $4 billion dollars in December, included positions in United, American, Southwest and Delta Airlines. As of December, Berkshire owned 42.5 million (10% stake) American shares, 58.9 million (9.2% stake) Delta shares, 51.3 million (10.1% stake) Southwest shares and 21.9 million (7.6% stake) United shares. The stocks are down 62.9%, 58.7%, 45.8% and 69.7%, respectively, in 2020.

 

[Bozzie]

Bozzie here is my take on a negative interest rate environment, it would be the begging of the end. The theory that people would stay working longer to save more is utterly preposterous, there are no more jobs to work longer on, and the jobs are not coming back. The number older people who can't rejoin the work force because they cant even fill out a online form is staggering or even remember a password. Their saving would be wiped put instantly. People are leaving their jobs because they can make more on public assistance is becoming the new normal. The are disincentivizing people form working.

I have always advocated for technology to displace a current workforce, The pandemic has further shown the need Implement more automation in the workforce, now to limit the spread of viruses. I myself having wealth will support companies i feel are safe and limit human interaction, so we can eliminate the lower class of poor, There is no place for them any more.

If the nominal interest rate drops below zero percent for a specific economic zone and companies can just borrow at zero interest from banks, why issues stock or pay dividends ?

Yeah negative won't happen but the .250 the fed rate for banks and institutions is as close to free money as we have ever seen.
With rates like this you normally see some sort of flight from capital and could make corporations funding operations tight without even more fed intervention. Unbelievably the yield is at the lowest rate it's been at in 150 years..when you see money piling on at .600 it's a bit of a head scratcher but defiantly tells you some smart people/ institutions are seeking safe harbor @.600 yield level.. I find that unreal.
This is either a testament to the FED's will or fear..I'm thinking fear.

 

[Bozzie]

Warren Buffett says Berkshire sold all its airline stocks because of the coronavirus

Berkshire Hathaway Chairman and billionaire value investor Warren Buffett said that the conglomerate has sold the entirety of its equity position in the U.S. airline industry. The prior stake, worth north of $4 billion dollars in December, included positions in United, American, Southwest and Delta Airlines. As of December, Berkshire owned 42.5 million (10% stake) American shares, 58.9 million (9.2% stake) Delta shares, 51.3 million (10.1% stake) Southwest shares and 21.9 million (7.6% stake) United shares. The stocks are down 62.9%, 58.7%, 45.8% and 69.7%, respectively, in 2020.

even long LEAPS scare me with the airlines....

 

[smartmoneyfollower]

Took some AQN at $13.53 ($18.97 CND)

Hope you made some quick cash, don't be wall street bank.