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sfbm21

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  1. It is looking like that. In addition to that it is in EM and rupee depreciation with respect to dollar etc.Anchorage spin off would help i guess
  2. Why? Is n’t it a tailwind? Buybacks, cfo and cost cutting and the Elliot.
  3. Would be fund manager or is would want market himself to get the more funds to manage. It’s a marketing expense aka business expense/cost of doing business .
  4. why is it only Oil companies ? . why not tech ?
  5. My bad.is it 666b market cap by 44b earnings comes to 15?
  6. Could you elaborate on margin trade, $40 borrow against $100 of stock. Does IBKR allow borrow cash on margin?
  7. Is n’t at PE of 10. Trading at 452000 off today .
  8. agree. Energy is the way to go for next few years if you could pick winners. You have ESG on one side and war on the other side and banks not lending to fossil fuel projects and stupid policies. if the hedges roll off for those that hedged, await bumper crop of cash flows.
  9. What is thesis here. Dividend? German govt ?
  10. EBAY - Any thoughts on the following, Here is a message from a (soon to be former) Ebay power seller, from the "trenches". I am an "old timer" as far as Ebay goes - nearly 18 years. Most of them have been good for me. Now, it's time to move everything to Amazon. Why? Because the fees have gone over the top, for what you receive from Ebay as a seller. I can get fulfillment by Amazon for nearly the same price. That means I don't have to do a thing! So my well into 6-figure sales are going to Amazon. I am part of a local Ebay user group. Collectively, we sell well into 7 figures per year on various online sites, with (up to this point) most of it on Ebay. We're leaving. It's too expensive. And get this - and I just learned this from one of the associates that helps pack our products for shipments. Ebay charges sellers a fee on the sales tax it collects! For us that amounts to thousands of dollars per year lost in profit! I never see a PENNY of that money, even to invest. That was the nail in the coffin for me. We are winding down now with Ebay. By summer I will be 100% Amazon and will be shutting down most of my operation. I won't need it. Amazon will be doing 75%+ of the work, and I will only need a small space for consolidating and then sending to various Amazon locations. I am aware of others in our user group that will be doing the same. I suspect this is playing out in other areas in the US as well. It has been a great run. Too bad Ebay had to ruin it with excessive fees. I'm also wondering how many users Ebay is losing because of the new 1099 rules. I understand why the government wants it, but it has to be scaring off many sellers who don't want to deal with a Schedule C on their taxes.
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