Stocks - The Best Buys 2

[Krovikan]

Originally Posted by bizaro86

Literally every merger and takeover in the US generates a shareholder lawsuit. The firms that do them hold up deals in exchange for settlements that get paid as legal fees. It's basically protection money.



I'm not saying Musk did or does everything right (his 'funding secured' was absolutely a securities violation, imo.



But if shareholders accept the deal and he comes up with the money this will close, imo.

Not all deals include security violations actively being investigated, whether the shareholders accept or not the SEC could stop the deal.

[photon]

Fancy pump and dump?

[bizaro86]

Originally Posted by photon

Fancy pump and dump?

That would definitely be a securities violation. There is a reasonable chance someone else buys Twitter and he sells into that bid though.

[Leondros]

Originally Posted by GGG

He doesn’t necessarily have to sell Tesla, Just use it as collateral for a loan to purchase twitter. Now what combination of collateralized debt from Tesla, collateralized debt on twitter, and cash he would use is wide open.

Not even 100% of his shares would be enough collateral to support the sale price for Twitter. Equities don't hold too much weight as collateral especially with recent volatility.

[zamler]

Originally Posted by Fuzz

The price isn't even that great. It's been as high as $73 a year ago, and sat in the 60's most of 2021. $54.20 is above where it is now, but it's not all that strong an offer.

You think anyone will make a play @$60?

[Fuzz]

Originally Posted by zamler

You think anyone will make a play @$60?

Right now? Probably not. But longer term with the right moves I don't see why it wouldn't riser higher.

[Table 5]

Speaking of the stock price...

https://twitter.com/user/status/1514612329031233547

FYI, Twitter's stock was in the mid 30s before Musk announced his initial purchase, so a lot of the recent buildup is because of the speculation. In the big picture, it's always been seen as a bid of a dog relative to its peers. Even if it's not Musk, perhaps a dramatic shift in leadership wouldn't be the worst thing for its financial performance.

[Slava]

Originally Posted by Leondros

Not even 100% of his shares would be enough collateral to support the sale price for Twitter. Equities don't hold too much weight as collateral especially with recent volatility.

Well there are strategies to deal with that though. You can use options, setup swaps and all kinds of things to nullify that volatility and make everyone happy.

It might be irrelevant though, for a few reasons, but one being that it sounds like Twitter is going to adopt a poison pill and that would likely deter a would-be purchaser. Who knows about Musk though.

[Azure]

https://twitter.com/user/status/1514692429076647938

[bizaro86]

Originally Posted by Azure

https://twitter.com/user/status/1514692429076647938

Hmm. Might not be the Saudi sovereign wealth fund behind the next, "funding secured" tweet.

[zamler]

Originally Posted by bizaro86

Hmm. Might not be the Saudi sovereign wealth fund behind the next, "funding secured" tweet.

That was around the time I bought a good chunk of my TSLA.

[Krovikan]

Originally Posted by Azure

https://twitter.com/user/status/1514692429076647938

Like most garbage from Rebel Media, the tweet is inaccurate and makes very little sense. Last I checked 9% is > 5%. There also is a big difference between 5% and 100%.

There has also historically been a lot of concern over Saudi Arabia's ownership of Twitter and pressure they put on the company.

So yes if you don't do basic fact checking or even think about the tweet /rage

[Leondros]

Originally Posted by Slava

Well there are strategies to deal with that though. You can use options, setup swaps and all kinds of things to nullify that volatility and make everyone happy.

It might be irrelevant though, for a few reasons, but one being that it sounds like Twitter is going to adopt a poison pill and that would likely deter a would-be purchaser. Who knows about Musk though.

True, leave it to the banks to figure it out if it makes them enough money. I would still be surprised to see that large of a loan contingent on Tesla equity.

[Zarley]

It's amazing how much opportunity still exists in Canadian energy stocks right now.

I think we are at the beginning of a multi-year cycle as generalists rotate back into the sector - but even if that's not the case, these companies are cashflow generating machines. I'm a big fan of BTE and WCP especially.

[Table 5]

I've been listening in on a few Twitter Spaces with industry people talking about the Canadian energy industry, and it seems like the biggest hurdles continue to be finding enough qualified manpower and industrial supplies. Hopefully it doesn't stunt the momentum that's been happening.

I've been allocated almost 100% commodities for quite a while now, so I've enjoyed the ride so far. I'm pretty bullish long-term for most of them, but there's just so much turmoil to navigate through these days (war, china lockdowns, slowing economy, SPR releases, food shortages etc) it's hard to gauge sometimes where things stand.

[DoubleK]

Originally Posted by Table 5

I've been listening in on a few Twitter Spaces with industry people talking about the Canadian energy industry, and it seems like the biggest hurdles continue to be finding enough qualified manpower and industrial supplies.

Are companies still having an issue getting casing?

[#-3]

Originally Posted by DoubleK

Are companies still having an issue getting casing?

I'd assume prices are high but availability and lead time is good. There's a bit of a split in the market because of speculation about what happened last year, and wars, and input costs, but if your want to buy metal products you can.

[CFO]

Originally Posted by Zarley

It's amazing how much opportunity still exists in Canadian energy stocks right now.

I think we are at the beginning of a multi-year cycle as generalists rotate back into the sector - but even if that's not the case, these companies are cashflow generating machines. I'm a big fan of BTE and WCP especially.

I agree

I think SDE has lots to catch up versus peers valuation.

[bluejays]

In a rising rate environment, what industries have a solid upside? I've recently poured money into banking but that seems to be down across the board for me (around 8% the past month), inexplicably.

[CaptainYooh]

Financials and insurance stocks do well in a rising interest rate environment, generally. But the answer is always tailored to what is your own objective for the timeline and returns.