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Hi Folks, I'm last day at at current org is nearing. I'm a full stack developer with 5.6 years of experience and I have received offers from Airbus and JPMorgan Chase.
And both are offering similar CTC Airbus with 22 fixed plus 3 variable (retention bonus of 5L) JPMorgan Chase with 25 fixed. My family is extended recently considering work-life balance as one of important factor. Which would be a better company to join?
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Additional Posts in Option Traders & Investing
What happened to Alteryx...
crwd 4/17 $60 calls... you heard it here first
Mentor
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10/23 Thread (BC):
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Mentor
MSFT? Call/put. Play on earnings?
Are USO puts a good idea rn?
Anonymous User
Coach
anyone gonna buy any calls before market close?
Subject Expert
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Subject Expert
Three reasons I’m not all in on this yet:
1) The balance sheet. T is the most heavily indebted company in the US. They’ve done a lot of work cleaning up that debt schedule this year and selling off non-core businesses will raise cash to decrease leverage. So this one has a good trend behind it.
2) The launch of streaming has been a mess. Three platforms with non-sensical names? I have ATT Fiber and ATT TV. The fiber is great, but the TV product on AppleTV lacks functionality TiVo offered 15 years ago. And if I want to stream from my account over a browser on my PC it takes forever to find the right website (should really bookmark that one). I think they’re starting to figure this out, but they’ve wasted the perfect year for these products.
3) HBO doesn’t have the franchises that Disney has. Star Wars will make money. Pixar we will make money. Marvel will make money. Not just on the films, but on the toys, other merc, spin-offs, and parks. GoT, Sopranos, and The Wire don’t do that.
I think T has potential and as a dividend stock it’s solid. It’s likely undervalued here and you’re paid well to wait. Not an awful play, but not sure streaming will cause it to re-rate.
Subject Expert
SM1, I REALLY like this trade.
I know you were touting it a few weeks ago. I just started a Jan 22 35C and sold Mar 21 37C against it to lower the cost basis. Will probably roll that short leg a few times over the next few months to keep chipping away at the cost basis.
The IV on this this is amazing. If it drops 10% in a week the IV spike should offset that to a large degree.
The commission for me was high given the number of contracts in the trade, but that’s the price of doing business sometimes.
This isn’t a risk-less play, but I’ve invested in T for the high dividend (vs letting cash sit idle). Most analysts say there’s still SOME growth, and it guarantees 5-7% return through dividends.
I see greatest downside risk is headline due to dividend cut. I think it'd be short lived though. Looks like it's price is basically dead in the water, barely being up over COVID panic lows.
AND! look at the impact that the HBO-MAX on roku deal had to rokus stock price this week vs AT&T. I think analysts and people just don't understand or believe the how yet. It's interesting because it's a big dog old company reinventing itself. I believe they will be successful like disney. This will be the new trend over next 5 years as profitable businesses finally reinvent to ward off the new fast growth tech companies.
Also, wonder woman 1984 coming to HBO-MAX sets standard for future. I think Netflix is hitting its peak with Disney and HBOMax going for the jugular with box-office movie releases on their platforms.
Subject Expert
Disney’s spike up is quite premature. Yes they are shifting to streaming and direct distribution of movies, but it’s premature to see how the latter plays out. Their theme parks are still in shambles. They don’t have the breath of content nor international subscription base as NFLX. It’ll probably run a bit longer to $190-$200 on the crazy momentum that stocks have this year, but I am not sold there is much growth beyond this price point in the long term.
There’s only so much money people are willing to throw at discretionary subscriptions. And until the rest Disney’s core businesses are on a healthy trajectory, there’s too many risks for it to be at an all time high.
Subject Expert
I’ll certainly be liking for an exit on part of the position if it gets to $190.
Visual Storyteller
Yeeep i gotta get back into T
Been following Dan for the last year, he’s been pretty solid on his picks
thanks. It's interesting to see my thoughts getting repeated elsewhere. Int he end it's a long show for stocks so if enough of these gurus believe then so will the analysts (see Tesla). What are some notable picks he had? I'ma check out his Twitter.
Subject Expert
Thanks for sharing.
So its hodl on T bag then?