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Brock Beauchamp

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Everything posted by Brock Beauchamp

  1. Brock Beauchamp
    One interesting tidbit about Apple is the monstrous growth of Apple Pay in the past year. Yeah, it doesn't move the needle on Apple but that's only because they're Apple. It's the kind of long-term opportunity channel that most start-ups dream of opening. In the long run, Apple Pay is going to be one of those services that makes Apple a boatload of money with very low overhead on their part. Once they rolled out the service, it mostly runs itself. I suspect we'll see triple digit growth in that sector for a few years as customers grow more comfortable with paying through a phone/watch and idiotic proprietary alternatives such as those used by Target, Wal-Mart, etc. fail miserably. Those proprietary systems are laughable; they're using tech that was badly outdated when Apple Pay launched, much less where it stands today. And Google getting into the game with Android Pay only helps Apple (and vice versa). It encourages both users and retailers to get on board with NFC payments.
  2. Brock Beauchamp
    I suspect it's Falvey. I doubt the assistant GM has a full docket during the playoffs. And he may not even need to hold interviews. He'd been around the league long enough to likely know who he wants to target as his second in command.
  3. Brock Beauchamp
    Yeah, Apple better hope Project Titan is something really special or they're in danger of becoming 2000s Microsoft. Highly profitable but invested too deeply in a declining market.
  4. Brock Beauchamp
    T-Mobile paid off big for me today. Another great quarter, another +7.5% on the stock.
  5. Brock Beauchamp
    I bought into Disney around $98. Lost some money, put more in at $92. It won't be a huge gain stock but they pay a modest dividend and I expect the market to pull their head out of their asses in a few quarters after Disney continues to increase revenue and profit.
  6. Brock Beauchamp
    God, I loved that show. https://www.youtube.com/watch?v=09QsPmSCyGw I woke up my wife during this episode because I was literally crying from laughter. Kneeling in front of Christ the Redeemer was too much for me bear. https://www.youtube.com/watch?v=3NK5OKOHCa8
  7. Brock Beauchamp
    Hey, I mentioned both You're the Worst and The Get Down. Because my taste is impeccable.
  8. Brock Beauchamp
    Yeah, I expect to see pretty big gains over the next 2-4 weeks as earnings season gets rolling. Most of my tech stocks seem to be in pretty good shape.
  9. Brock Beauchamp
    Yeah, I'm having a good day as well. Thanks to Netflix, my entire portfolio is up around 2.5% for the day.
  10. Brock Beauchamp
    Wow, Netflix. Big international growth this quarter and up a whopping $20 (!) in after hours trading.
  11. Brock Beauchamp
    Unfortunately, that trait is a hallmark of Abrams-led shows. I hope Westworld is different.
  12. Brock Beauchamp
    No. No, it would not. You may as well say that Dozier's value doubles if he "learns" to play first base.
  13. Brock Beauchamp
    Definitely no on Milone. What to do with Santiago is more up in the air for me. If you're confident you can pick up a decent pitcher in the offseason, you jettison Hector. If you're not confident in that happening, maybe you consider keeping him for one season. $8m for one season isn't going to significantly hurt this team, particularly given the free agent pitching class. And the guy has "might not suck" upside.
  14. Brock Beauchamp
    Attempt to Trade: Dozier Santana Attempt to Move by Any Means: Plouffe He's Not Going Anywhere so Even Talking About it is Pointless: Mauer
  15. Brock Beauchamp
    Would it cut Dozier's trade value? Probably not, though it would be questioned why the Twins moved a stellar middle infielder to an offense-first position. It may or may not taint negotiations. But mostly, such a move would be pointless. It has no upside and the downside can be argued, which means it's probably a bad idea.
  16. Brock Beauchamp
    A guy who plays a middle infield position at an acceptable clip while mashing the ball isn't going to see his trade value increase by moving him to an offense-first position where his numbers aren't as extraordinary in comparison to other players in the league. Desmond's value didn't increase because he could play multiple positions, his value increased because he started hitting the ball again, something he hadn't done at a well-above average level in three years. Besides, Desmond's value is very questionable right now. After moving to Texas (a hitting haven) and starting off the season in beast mode, he was several shades of terrible in the second half of the season. All in all, it's unlikely Desmond has moved the needle much on his value. Sure, he'll probably get a decent 2-3 year contract somewhere but it won't be for big money and he won't be highly sought-after this offseason.
  17. Brock Beauchamp
    My wife loves that show. I found it pretty amusing but not really my thing so I drifted off and stopped watching.
  18. Brock Beauchamp
    I got hit hard during the bank fallout. Really, really hard. I had just left California with plans to resettle in either Milwaukee or Minneapolis and the banks crashed literally ten days after I moved. Since that time, I've been extremely debt-wary. My wife and I could have afforded a house three times more expensive than the one we bought. I sold my car earlier this year. We paid off my wife's car three years ago. I expect to have my (cheap) house paid off entirely about ten years after we bought it (five more years to go on that). We carry zero credit card debt month-over-month (though we charge everything possible to credit cards for miles and rewards). So, yeah, I understand your point. I'm terrified of debt after getting royally screwed during the bank fallout. I was broke and unemployed for 18 months and swore that would never, ever happen to me again. Losing everything and starting over at age 32 is a bitter pill to swallow and changes one's outlook.
  19. Brock Beauchamp
    Yeah, I don't expect that 20% to continue at all, which is one of the reasons I was curious what kind of numbers others are seeing. 20% is great but the market has been generally bullish so I wanted a comparison point to know if I was way under what other people were seeing with their own investments. Also, my yearly 20% rate has been dragged down recently due to conservative investments, just like you. My recent investments have been GM for dividends, Disney (partially for dividends, partially because I think they're going to continue marching upward), and Polaris (partially for dividends, partially because their stock took a hit that I believe is temporary). Those three investments are about $7-8k of my initial $27k investment portfolio.
  20. Brock Beauchamp
    If people don't mind sharing this information, what kind of gains do you see on a yearly basis? I've been investing for about 3 1/2 years. I invest $6-8k per year for a total of $27k. On that money, I'm currently at 42% overall gains, or just over $11k. This doesn't include dividends, which amount to maybe an additional $1k during that time but it was reinvested so I don't want to count the money twice. I've hit big on some stocks, had a few recent investments remain mostly neutral, and lost a few hundred on a couple. I'm quite happy with that number, as it adjusts to something around a 20% yearly gain once you factor in the gradual rate of investment. What kind of numbers are all of you seeing? I'm curious if I should stay the course or explore different approaches.
  21. Brock Beauchamp
    Which ad location?
  22. Brock Beauchamp
    I generally agree, which is why I don't short term trade. But there have been a few struggling stocks that I followed and I've hit on them far more often than not. It's a small gamble but I won't be throwing big money at it either way.
  23. Brock Beauchamp
    Oh, sure, if you have the stock, rumors are great. It gives you a reason to exit the stock. My point was that you can't accurately predict acquisition rumors.
  24. Brock Beauchamp
    I have zero faith in Twitter. The only reason their stock is up is acquisition rumors. Great if you bought in low and sell but not so great if the acquisition rumors never materialize into an actual acquisition. Twitter does not have a sustainable platform that will make them big money. Facebook had a strategy from day one and evolved their system to strengthen it. Twitter's format itself prevents monetization at even 1/10th that scale.
  25. Brock Beauchamp
    Normally I'd avoid banks as well but WF is down 20% on the year and 11% since the scandal. If they drop another few points, I will probably invest. They're a strong enough company where they'll get back at least five points, probably more, in relatively short order.
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