A Contrarian Play … Twitter?

I don’t want to jinx it, but is the $TWTR – Twitter IPO a contrarian play?

Hmm.  I’m not planning on buying any on Thursday, the projected IPO date.  But do columns like these and the fears of a $FB – Facebook repeat – and me being worried – signal that maybe we should buy as much TWTR as possible?

Hmm.

Monday Night Football Randomosity

• The market was … up!  Why not?  After all, it is the beginning of the month strength period.  Still.  It’s not like we’re done with the Halloween candy, yet.  Right?
• Hey you want to know how to time the market?  Here it is.  “Yes, most people who try to tuime the market end up screwing it up – they buy and sell at the wrong times…”  So, the answer is, buy and sell at the right times.  Got it?  You’re welcome!
• So, when steel stocks move up, does that mean we’re near the end of the bull market run?  Well, does it?
• Monday Night Football with your Packers QB Wallace taking on your Bears QB McCown.  It’s why we’re watching, right?  But not a bad game.  I’d think this game would be a route were everyone healthy.  Packers at home have been hard to beat.
• SNL parody of “What does the fox say?” is worth a view.
• Warren Buffett says he won’t by Twitter.  Er, TWTR.  Maybe that’s a reason to buy.  That way you’re in BEFORE Buffett.  Right?  Just thinking out loud.  It’s not like I have a market order to buy in, either.
• So, one thing I really like about the Microsoft Surface Pro 2 is the ability to split the screen.  It’s like really multitasking at the same time, right in front of your eyes!  I find myself using this a whole lot, with a twitter or email feed in a window, and work in the other.  Or a browser or my blog in the other.  You get the idea.
• Yes!  I’m still in cash!  What?  Now that we’re in the favorable season?
• Back to the game.  It’s the fourth quarter and the Bears are going in for the kill.  Amazing.

On Any Given Sunday Randomosity

• Stock market looks like it is going to take a breather, but that’s not the first time I’ve thought that this year, right? I’m still in cash…
• Puerto Rican debt a threat to global banks?  Really?  Puerto Rico?
• So, the Tampa Bay Buccaneers are winless, are in Seattle, and are winning. Right?  I guess that proves you have to play every down to win.
• There has been a lot of news coverage about Obamacare this past week.  People are arguing about the grandfathering in clause for older policies, but the reality is that millions are seeing their current policies cancelled and are being required to purchase new policies that are often times much more expensive than the policy that is being cancelled.  No matter what you call it or who you blame, this doesn’t look good or sell well.
• Windy here today in Sacramento.  And you know what that means in November?  I have to sweep lots of leaves out of the pool.  Again and again.  Over and over.  Lather. Rinse. Repeat.
• Here come the Seahawks…

Twitter IPO Week!

No election this November, but you can vote on $TWTR stock as Twitter IPOs this week. Everyone is comparing this IPO to $FB (Facebook) in 2012.  The FB IPO was botched with delays and pricing problems.  Yet, FB is now well above the IPO price of 2012, after shakily visiting the teens.

So what will happen with Twitter?  Should people dive in on IPO day?

I did on FB; but, I will not on TWTR.  Maybe later…  I’m still worried about a correction or pullback in stock prices, which would hit the high flyers especially hard.  And it looks as if this will be a high flyer, as the market has had a great year and folks “want in” and/or are trying to play catch  up with their 2013 performance numbers.

My thoughts, anyway…

Microsoft Surface Pro 2 Won’t Power On

For those with a Microsoft Surface Pro 2 where it won’t power on, try holding the volume up and then press down on power for about 10 seconds or so, then release power and then release volume up, and then press power on again.

Problem solved.

Just a quick solution.  It just happened to me and I was trying everything to unbrick the thing.  Anyway, it’s not like I haven’t had to hard reset the iPad or Nexus before, either.  And now that I know how… eh, it’s part of the user experience.  LOL

Is Facebook a Dying Breed? And Twitter?

Are Facebook and Twitter dying breeds?  $FB  $TWTR 

There has been a few stories in the news lately about how teens are abandoning Facebook.  I think it was CNBC that interviewed a 13 year old girl who said she only checked Facebook when she was bored and that none of her friends used FB, but instead used this, that and the other social networking sites.  The linked to article and video wonder if Facebook may face the same fate as MySpace.  Remember that site?  It used to be all the rage!

I think Facebook is entrenched as the social site to use.  It has time and members, and we’re all familiar with the interfaces.  It’s just the online social standard at this point.  A new site has to build up usability and users.  And that’s difficult to do when they have to compete with Facebook, that has 728 million daily users.

Heck, this blog gets a few hundred hits a day and the audioboos/podcasts get 25 to over 1000 listens, based on topic.

Likewise, I think Twitter is the defacto newsfeed standard.  Whenever something is going on live, we turn to Twitter for instant news.  How that gets monetized will be the question.

TGIF Randomosity

• The market is fading the opening bounce as I type.
• The better economic news again could bring fears about the ending or tapering of the FED QE stimulus.  Funny, good economic news bad for the stock market?  Really?
• FED officials divided over taper. Well Charles Plosser anyway.  He basically told CNBC that the central bank missed an opportunity to reduce the stimulus.  Uh oh.
• Looking for a dating site that screens out the losers?  $5,000.  Yah.
• Lost my digital pen for my less-than-a-week old Microsoft Surface Pro 2 already.  On to Best Buy.  Or the MSFT store.   I dunno. 
• Reading around the sports blogs about the Dolphins win in OT via the safety.  NICE.
• I’ve never watched Duck Dynasty.
• It is funny that the “media” seems to think we’re late in the bull market, too.  Like this one:  How bad will new investors get hit?  “Mom-and-pop investors tend to be late to the party.
  ”  I mean, if everyone sees it coming will it really happen?
• At Starbucks on the Surface Pro 2. Somebody across from me has one, too.  Just saying.  MSFT may have a hit on their hands.
• Why I have never bought SBUX stock, I don’t know why.  In the Peter Lynch “Buy what you know” realm, this would qualify.  It’s packed.  It’s always packed here!
• Leftover Halloween candy is the devil.