• Cui Nyonya Kueh : Thank you. See you tomorrow!

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• Cui Nyonya Kueh : Guys take note 23 April 1330 is the inflation data for SG only

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• ASteffie : I am squirreling... you gone stop me?

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• 10baggerbamm OP ASteffie : I'm not sure what you mean by squirreling but I really was just looking at that stock about 15 minutes ago looking at the valuation scratching my head and it's trading right now at 14 times 13 times earnings even if that falls a little bit it's at a huge discount to the market but nobody cares.
  it could be 4:20 in a month in 2 weeks pull a multi-year that's literally what you have to do just pull a 8 year 10 year chart and look how much it has fallen after each prior rally granted different administration different trade policies at all gets factored into what the pretty little picture looks like so right now we have an administration that's hell-bent on getting cash coming in at the expense of stock prices they don't care and they are not negotiating with any country they need this money coming in to prevent a default and I've written about that. so where's the downside it could be 100 points lower

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• ASteffie 10baggerbamm OP : I am buying little bits like a squirrel would black walnuts for winter.

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• 10baggerbamm OP ASteffie : I think risk reward you're okay I think you need to give yourself a cycle in the market and I don't know when that is I think companies are going to come out with really terrible guidance this quarter I don't think they really understand the implications of the tariffs on sourcing materials on what they're able to negotiate with their suppliers overseas I don't know we don't know if they have contracts that are ironclad that are not negotiable from a volume standpoint and I'm just picking shit off the top of my head so there's going to be a very high degree of uncertainty and I think every company is going to warn they'd rather be safe than sorry.. and look at Restoration hardware I mean that's such a strong company they've never missed revenue earnings and guidance and they struck out all at the same time and this is so early into the tariff game they missed because of the consumer and they deal with high-end consumers they also miss because of currency well I can't imagine next quarter is going to be better for them

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• ASteffie 10baggerbamm OP : look at this little fiesty lady... - YouTube
  Such a babe. So brave. I don't know if she's believing it all but she puts her face on every mother ducking day.

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• ASteffie :

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• 10baggerbamm OP ASteffie : you should leave the profits in the company because when this Market does recover which will probably be like a back half story of this year the stock can put on 150 to 200 points from the current levels

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• ASteffie 10baggerbamm OP : I know but I'm cheap and want to feel really safe at my diluted cost

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• ASteffie 10baggerbamm OP : Also.... you're right.

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• 10baggerbamm OP ASteffie : what is your risk if you leave the profits in the stock. look how high it's been in the past year and a half.

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• PhotoSynth : yeah,….. its successfully filled the gap.

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• PhotoSynth : given its huge drawdown,…. this is probably one of the stocks in this space that is, to whatever point,  more downside inelastic,  than it ready to continue its rise again, as this stock comes from right around $1,000 and essentially has plenty of room to run assuming we dont see the entire market blow up, or something unexpected coming out from them

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