What Mexico can teach Joe Biden about gas prices

m.knox

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LOL, nope. You are very poorly informed. It’s like you took an intro to finance class as an undergrad and that’s the extend of your knowledge.

LOL. Nope. You are just being a dumbass.

The owners don't care about their return..... LMFAO... Jesus Christ... Are you still going to run with this?
 

PaoliLion

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Nov 2, 2003
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LOL. Nope. You are just being a dumbass.

The owners don't care about their return..... LMFAO... Jesus Christ... Are you still going to run with this?

No major corporation uses profit margin as their North Star metric. Cash flow is king. You don't sound smart, you sound like a moron
 

PaoliLion

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Coming from the same guy who said stock prices have nothing to do with cash flow.

They don’t. Just like BTC prices have nothing to do with cash flow. It’s all supply and demand with equities. To help you out a bit..go to a NPV analysis on future dividends from any company - take amazon for example - their current stock price will never equal the NPV of all future dividends (they don’t pay dividends).
 

bdgan

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They don’t. Just like BTC prices have nothing to do with cash flow. It’s all supply and demand with equities. To help you out a bit..go to a NPV analysis on future dividends from any company - take amazon for example - their current stock price will never equal the NPV of all future dividends (they don’t pay dividends).
Dividends aren't the same as cash flow.

You really suck at this.
 
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PaoliLion

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The outlook for profits/cash flows. It isn't rocket science. Investors bought Amazon & Tesla because they expected future growth and profits.

Sorry bud, and I hate to be the one that breaks the news to you, but as a common stock holder, you essentially don’t lay claim to profits/cash flows. In fact, you’re really only entitled to a shareholder vote and even that is a bit of an exaggeration. Stock valuations in recent decades don’t follow any fundamental model. In other words, “speculative bubbles“ do more to explain stock prices than any one of valuation model that you could use to figure out the intrinsic value of a stock. Stocks are effectively no different than crypto currencies or NFTs - it’s all about supply and demand based on whether people think the equity will be more or less valuable in the future. If you want to compare valuation models and which of them does the best to explain the intrinsic value of a stock, the Gordon Growth Model is one of the most reputable. Since you don’t know how to internet, I’ll explain it to you. It values a company based on future dividend flows. Why? Dividends reflect the discretionary amount of money that companies actually give to you, as a shareholder, to entice you to buy and hold your stock.
 

bdgan

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May 29, 2008
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Sorry bud, and I hate to be the one that breaks the news to you, but as a common stock holder, you essentially don’t lay claim to profits/cash flows. In fact, you’re really only entitled to a shareholder vote and even that is a bit of an exaggeration. Stock valuations in recent decades don’t follow any fundamental model. In other words, “speculative bubbles“ do more to explain stock prices than any one of valuation model that you could use to figure out the intrinsic value of a stock. Stocks are effectively no different than crypto currencies or NFTs - it’s all about supply and demand based on whether people think the equity will be more or less valuable in the future. If you want to compare valuation models and which of them does the best to explain the intrinsic value of a stock, the Gordon Growth Model is one of the most reputable. Since you don’t know how to internet, I’ll explain it to you. It values a company based on future dividend flows. Why? Dividends reflect the discretionary amount of money that companies actually give to you, as a shareholder, to entice you to buy and hold your stock.
Bud, you don't have an effing clue.

Netflix has been falling because they've been losing subscribers and their profits are down year over year. The entire market has been falling because higher interest rates could slow company growth/profit. It's not because the outlook for corporate profits was great but people simply lost their desire to invest (less demand).

Companies that make food, drugs, cell phones, etc. are no different than NFTs? It sounds like you've never worked for one much less acted in the role of CEO. Seriously, your lemonade stand doesn't count.
 
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m.knox

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No major corporation uses profit margin as their North Star metric. Cash flow is king. You don't sound smart, you sound like a moron

And the owners don't want their dividend and their investment to appreciate......

Yet you whine like a little girl about stock buy backs. Why do companies buy back stock again?
 

PaoliLion

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Nov 2, 2003
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And the owners don't want their dividend and their investment to appreciate......

Yet you whine like a little girl about stock buy backs. Why do companies buy back stock again?

Stock buy backs don’t improve profit margin.
 

TN Lion

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a760afc4f48b3563f47b010e48e9a3c8998ed8a569dd79eab6af5204afa202e7.jpg
 
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PaoliLion

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Nov 2, 2003
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Bud, you don't have an effing clue.

Netflix has been falling because they've been losing subscribers and their profits are down year over year. The entire market has been falling because higher interest rates could slow company growth/profit. It's not because the outlook for corporate profits was great but people simply lost their desire to invest (less demand).

Companies that make food, drugs, cell phones, etc. are no different than NFTs? It sounds like you've never worked for one much less acted in the role of CEO. Seriously, your lemonade stand doesn't count.

Let’s take one example to help your elementary school brain out.

Amazon is trading 40% lower than it was 6-9mos ago. Do you think it lost 40% of it’s future cash flow in the last half year? The company has never paid a dividend and doesn’t plan to anytime soon (if ever) and common stockholders have no claim to a company’s profits. Was the future value of that dividend payout impacted by a short-term increase in interest rates / inflation rate? The answer to both of these questions is a resounding “no”. The reason is much simpler. Investors take money out of stocks when there’s volatility/risk to stock growth and when they find other investments that are more attractive (i.e., more likely to produce gains in the next year or two).

Let’s take NFLX. NFLX‘s stock peaked in Nov. 2021 and has since declined by 70%. BTC also peaked in Nov. 2021 and has declined by 70% since. Their declines roughly parallel each other. However, BTC is not a stock, doesn’t payout dividends, doesn’t earn profits, doesn’t have cash flow, and “shareholders” have no claim to anything other than the actual btc they own. Why have these two radically different types of investments chartered a similar course to one another? Simple. Investors have pulled money out of investments that they perceive to be volatile and risky. They didn’t compare future cash flows, they just decided that that they would rather move money into bank accounts, property, bonds, etc.
 

bdgan

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May 29, 2008
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Let’s take one example to help your elementary school brain out.

Amazon is trading 40% lower than it was 6-9mos ago. Do you think it lost 40% of it’s future cash flow in the last half year? The company has never paid a dividend and doesn’t plan to anytime soon (if ever) and common stockholders have no claim to a company’s profits. Was the future value of that dividend payout impacted by a short-term increase in interest rates / inflation rate? The answer to both of these questions is a resounding “no”. The reason is much simpler. Investors take money out of stocks when there’s volatility/risk to stock growth and when they find other investments that are more attractive (i.e., more likely to produce gains in the next year or two).

Let’s take NFLX. NFLX‘s stock peaked in Nov. 2021 and has since declined by 70%. BTC also peaked in Nov. 2021 and has declined by 70% since. Their declines roughly parallel each other. However, BTC is not a stock, doesn’t payout dividends, doesn’t earn profits, doesn’t have cash flow, and “shareholders” have no claim to anything other than the actual btc they own. Why have these two radically different types of investments chartered a similar course to one another? Simple. Investors have pulled money out of investments that they perceive to be volatile and risky. They didn’t compare future cash flows, they just decided that that they would rather move money into bank accounts, property, bonds, etc.
You're such a bore! This has little to do with dividends. You keep bringing that up because you don't have much else to offer.

There are always short term swings based on emotion and other options for your money like bonds. But ultimately a stock prices are a function of perceived earnings. Netflix didn't decline because investors thought they were going to have a soft quarter. It declined because they are losing customers and their margins are decreasing and investors don't see it as a short term thing. The "demand" didn't fall just because people grew weary.
 

PaoliLion

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Nov 2, 2003
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You're such a bore! This has little to do with dividends. You keep bringing that up because you don't have much else to offer.

There are always short term swings based on emotion and other options for your money like bonds. But ultimately a stock prices are a function of perceived earnings. Netflix didn't decline because investors thought they were going to have a soft quarter. It declined because they are losing customers and their margins are decreasing and investors don't see it as a short term thing. The "demand" didn't fall just because people grew weary.
You're such a bore! This has little to do with dividends. You keep bringing that up because you don't have much else to offer.

There are always short term swings based on emotion and other options for your money like bonds. But ultimately a stock prices are a function of perceived earnings. Netflix didn't decline because investors thought they were going to have a soft quarter. It declined because they are losing customers and their margins are decreasing and investors don't see it as a short term thing. The "demand" didn't fall just because people grew weary.

It doesn't work like that. PE ratios are 4x what they were in the 80s. Do you know what's changed? There's more money that needs a place to be stored. Take a look at the monetary policy is the 80s vs today.

The US stock market is just one of several big savings accounts that are used to store money worldwide.
 

m.knox

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Aug 20, 2003
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chuckle, I'm moving on. I'm getting tired of kicking your ass, junior

Kicking my ass by arguing $ is the same UOM as %, then trying to squirm out of it after learning that XOM profit margin is the lowest it has been in a year..... Yeah, that's an ass kicking alright.... LMFAO....

OK Fletch......

 

bourbon n blues

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Nov 20, 2019
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The Saudis are buying oil from Russia at 1/2 price or so and so it to us for retail. This administration is criminally stupid.
 
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PaoliLion

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Kicking my ass by arguing $ is the same UOM as %, then trying to squirm out of it after learning that XOM profit margin is the lowest it has been in a year..... Yeah, that's an ass kicking alright.... LMFAO....

OK Fletch......


you're doubling down on stupidity, way to start off Monday on the right foot
 

SR108

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Jan 13, 2004
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LOL..... A super lefty invests in oil and gas.............

https://www.washingtonexaminer.com/...t-mexico-can-teach-joe-biden-about-gas-prices

On average, gas is over $1 a gallon cheaper in Mexico ($3.12) than it is in the U.S. ($4.60). The gap is even larger between Mexico and Democrat-controlled states such as California ($5.99).

“We have decided that it was necessary for us to allow Americans who live close to the border to go and get their gasoline on the Mexican side at lower prices,” Lopez Obrador told Biden. “And right now, a lot of drivers, a lot of Americans are going to Mexico to get their gasoline.”

Mexico’s oil industry is far from perfect. It was nationalized into one government-run company, Pemex, in 1938. Like any government-run company, it has been riddled with corruption and mismanagement ever since.

But what Mexico understands, and Biden and the Democratic Party do not, is that you have to invest in oil and gas infrastructure if you want to improve refinery capacity and bring down the cost of gasoline.

The U.S. hasn’t built a new refinery since 1976. Mexico, on the other hand, not only just bought a refinery in Houston for $596 million, but it is also building a brand new one in the Mexican state of Tabasco for $8 billion. Another $3 billion is slated to modernize six other Mexican refineries.

Meanwhile, here in the U.S., environmental regulations make it impossible to invest in refinery modernization.


Instead of adding refinery capacity every year, Biden’s America is taking refinery capacity offline. This means that as long as the Democrats are in power, the gap between the cost of gas in Mexico and the U.S. will only grow.
This is criminal IMO. The US Progressives are the green warriors that all the other countries are thumbing their noses at.

Except for Sri Lanka, lol.
 

m.knox

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Aug 20, 2003
106,352
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This is criminal IMO. The US Progressives are the green warriors that all the other countries are thumbing their noses at.

Except for Sri Lanka, lol.

The US progressives think they are the most moral, and are dedicated to using that morality to SAVE THE PLANET EARTH......
 

2lion70

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Jul 1, 2004
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LOL..... A super lefty invests in oil and gas.............

https://www.washingtonexaminer.com/...t-mexico-can-teach-joe-biden-about-gas-prices

On average, gas is over $1 a gallon cheaper in Mexico ($3.12) than it is in the U.S. ($4.60). The gap is even larger between Mexico and Democrat-controlled states such as California ($5.99).

“We have decided that it was necessary for us to allow Americans who live close to the border to go and get their gasoline on the Mexican side at lower prices,” Lopez Obrador told Biden. “And right now, a lot of drivers, a lot of Americans are going to Mexico to get their gasoline.”

Mexico’s oil industry is far from perfect. It was nationalized into one government-run company, Pemex, in 1938. Like any government-run company, it has been riddled with corruption and mismanagement ever since.

But what Mexico understands, and Biden and the Democratic Party do not, is that you have to invest in oil and gas infrastructure if you want to improve refinery capacity and bring down the cost of gasoline.

The U.S. hasn’t built a new refinery since 1976. Mexico, on the other hand, not only just bought a refinery in Houston for $596 million, but it is also building a brand new one in the Mexican state of Tabasco for $8 billion. Another $3 billion is slated to modernize six other Mexican refineries.

Meanwhile, here in the U.S., environmental regulations make it impossible to invest in refinery modernization.


Instead of adding refinery capacity every year, Biden’s America is taking refinery capacity offline. This means that as long as the Democrats are in power, the gap between the cost of gas in Mexico and the U.S. will only grow.
All that is needed is for all theoil companies be bought and operated by Biden & Co.
 

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