Twitter IPO / Who Buyin?

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May 7, 2013
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www.hoescantstopme.biz
Keep in mind, DIS streaming will be overvalued just like NFLX is. I foresee DIS only seeing a Max revenue, which will be a loss, after four full quarters, of 650 million.



Why would I double my position in DIS when it will lose, by my estimate, 1.9 billion?

DIS and NFLX are supposed to trade at a 1:3 ratio if we our valuation is on streaming alone. This means, with DIS other revenue streams, DIS belongs at 250, imo. A 1.9 billion dollar debt to a Corp who is doing it to grow revenue streams is not the same as consumer debt. This debt will not impact the bottom line as a decline in revenue would. The previously aforementioned Max revenue growth one full fiscal year is positive growth inclusive.
 
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May 7, 2013
13,348
16,244
113
33°
www.hoescantstopme.biz
Bought 100 lbs of silver this a.m.

Run it



BTW today is FED day. If they rate cut you can expect precious metals prices to lower and get a lower buy price. I treat it as FED day as in let's eat. Those 5yr and 10yr charts are looking better every day.....

 
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