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cubsfan

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  1. An update on Splunk (SPLK) for ya! https://www.marketwatch.com/story/splunk-stock-rallies-after-company-nabs-1-billion-silver-lake-investment-2021-06-22?siteid=yhoof2
  2. ^ Dude you are a wealth of great ideas!
  3. ^ Mine is gone, hoping to get another shot at it.
  4. ^ Yup! My thanks on ALCO, it's been tough to accumulate, but worthwhile!
  5. Started Energy Transfer (ET) $11.27 - dividend 5.4%, forward PE 5. Like Gregmal says, everyone hates energy!
  6. Everyone is different, but I do like to get a "starter" position going and scale in as I get more comfortable or just stop altogether if I am not. Once I do get started - I do like to set low bids 'good until cancelled' and keep renewing them. Many times on very bad down days or bad sector news these get filled at the open when the long holders are freaking out. Worst case on my starter position, if the stock runs away from me - well I don't have a full position, but I still make some money.
  7. For some reason, I thought we might see an annual meeting in the fall as they did once before.
  8. Personally, I don't think it matters too much. BTI and Imperial are just cheap with larger dividends. Their brands aren't as strong as MO and PM. All of these guys have huge moats. You could just see which look cheapest to you - and if you want to pay up for MO/PM. Either way, likely to do fine. I sold my MO at 50 after the run from 37, but would buy it back in the mid-40's. You might also include Japan Tobacco as well, although I've never owned it.
  9. ^ No question. These are cash machines with big moats and great dividend investments. Don't own BTI, but have plenty of Imperial Brands.
  10. No problem Gibby - sorry about hitting that nerve!
  11. ^ Nah, the "arguments" are shorter since the "centrists" now know they've been completely scammed by the toxic environment created by their "trusted" sources: a dishonest media, lying "medical experts", the WHO beholden to the CCP, and the infamous liar Doctor Fauci. It's truly embarrassing the active suppression and censoring of the truth. Too bad. It's all worth knowing the impact on the Corona virus nonsense in retrospect.
  12. The truth is definitely worth knowing. And like Russia, Russia and today, Critical Race theory garbage, it's good to examine the Covid origin - coverup for China and our public health official's roles in keeping the truth from the American people. Unfortunately, some members are embarrassed by the truth and would just as soon shut @Gregmal down and intimidate him. We've seen it before.
  13. ^ I wouldn't argue with that at all. NOW has a massive moat since it gets so tied into IT operations and the automation/customization benefits are huge. But Splunk definitely has a moat. Trying to make sense of billions of security and operational events into something that makes sense is a massive problem for IT departments. These types of tools have been around forever, but Splunk's ability to tie many of these collector tools together and generate meaningful information makes it the leader. Once you do that, you find more to do, and like NOW - it's not going to get ripped out. Most Splunk customers seem to double/triple their initial usage within a year or so. So I think a few years from now - like NOW and Palo Alto - Splunk will have enough critical mass with it's sales force and total offering (acquisitions) that they will be the undisputed leader. We will see. I might be too early, as that seems to be my curse. Splunk is undergoing a switch in their pricing model from data based pricing to usage based, as well as cloud enablement. Most of the users hated the data pricing, as you loaded up your data and paid for that regardless of processing. Now you can load all you want - and pay for what you process. This should make it much easier for companies to see what SPLK can do for them - and just pay for that. You'll see Splunk usage skyrocket in my opinion. Add the cloud enablement in, and that will make it easier for many companies to get started with Splunk. So, yeah, it's expensive - but this pricing model change slows revenue growth down in the short term (1-2yrs?) and hence the hit to the stock.
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