{"id":46177,"date":"2019-03-22T12:48:24","date_gmt":"2019-03-22T16:48:24","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=46177"},"modified":"2019-03-22T12:48:24","modified_gmt":"2019-03-22T16:48:24","slug":"opportunistic-buys-and-sells-my-friend-falls-tips-on-bags-snagging-business-class-dealing-with-software-salt-and-poor-boeing","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=46177","title":{"rendered":"Opportunistic buys and sells. My friend falls. Tips on bags, snagging business class, dealing with software, SALT and poor Boeing"},"content":{"rendered":"<p style=\"text-align: left;\">Market is down today. Yesterday was up.\u00a0 I&#8217;m ahead on FedEx and Boeing is still falling.<\/p>\n<p style=\"text-align: left;\">This market is opportunistic. Stick with your core holdings and find occasional &#8220;buys.&#8221; Nike did good on earnings and sales, but disappointed on outlook. Down 6% today. Probably a good opportunistic buy.<\/p>\n<p style=\"text-align: left;\"><strong><span style=\"color: #0000ff;\">Why I don&#8217;t like cannabis and crypto-currencies<\/span><\/strong><\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ There&#8217;s not enough people in the world to consume all the marijuana we can produce in all the new factories.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ I can&#8217;t use crypto-currencies to buy anything I want. Amazon doesn&#8217;t take bitcoin.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Business Class to Europe, Asia or Australia\/New Zealand<\/strong><\/span><\/p>\n<p style=\"padding-left: 30px; text-align: left;\">1. Earned miles.<br \/>\n2. Bought miles. See yesterday&#8217;s blog. Click <a href=\"https:\/\/www.technologyinvestor.com\/?p=46161\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><br \/>\n3. American Express and many airlines will negotiate a twofor &#8212; if you call them on the phone.<\/p>\n<p style=\"text-align: left;\">Be flexible with your dates. Negotiate well in advance.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Software lessons<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">Forty years of messing with software have taught me:<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ Newer software isn&#8217;t better.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ Software engineers are arrogant. They know what&#8217;s &#8220;best&#8221; for me. That means more features, more complexity and more unreliability.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ Executive managements are intimidated by software engineers. They don&#8217;t know or care enough to tell their engineers they&#8217;re full of sh*t. Moreover, management needs better software to make the higher sales and earnings that Wall Street demands. Office 365 is not better than the Office 2003 I&#8217;m presently using or the Office 2010 I&#8217;m about to &#8220;upgrade&#8221; to.<\/p>\n<p style=\"text-align: left;\">Boeing&#8217;s management got hijacked by their software engineers who thought they could fly better than pilots. That gave chutzpah a whole new meaning.<\/p>\n<p style=\"text-align: left;\">Boeing&#8217;s management got hijacked by greed &#8212; selling safety features as optional &#8220;add-ons&#8221; &#8212; instead of necessary &#8220;add-ins.&#8221;<\/p>\n<p style=\"text-align: left;\">Boeing is losing orders. Click <a href=\"https:\/\/www.wsj.com\/articles\/indonesia-flag-carrier-seeks-to-cancel-order-for-49-boeing-737-max-jets-11553232103\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\">Boeing (BA) remains a cockroach stock and a great short.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Europe is regulating the tech giants<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">Today&#8217;s Economist:<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/EconomistCover.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46182\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/EconomistCover.jpg\" alt=\"\" width=\"277\" height=\"356\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/EconomistCover.jpg 277w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/EconomistCover-233x300.jpg 233w\" sizes=\"auto, (max-width: 277px) 100vw, 277px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Economist stories: Click <a href=\"https:\/\/www.economist.com\/leaders\/2019\/03\/23\/why-big-tech-should-fear-europe\" target=\"_blank\" rel=\"noopener\"><strong>here <\/strong><\/a>and <a href=\"https:\/\/www.economist.com\/briefing\/2019\/03\/23\/big-tech-faces-competition-and-privacy-concerns-in-brussels\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\">Some U.S. politicians want to break them up.<\/p>\n<p style=\"text-align: left;\">When it gets this crazy, you know there&#8217;s a revolution a&#8217;brewing. New startups coming to challenge and replace the big, juicy targets, like Facebook, Google, Netflix and maybe even my beloved Amazon. What might they be? Are they already here? Good weekend to think about who they might be.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Legal luggage<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">Legal carry-on is 22&#8243; long x 14 inches wide.<\/p>\n<p style=\"text-align: left;\">22 inch includes the wheels. If you have four wheels (called spinnners) you&#8217;ll have to measure the wheels. That means you lose precious space in the bag. I prefer two wheels.<\/p>\n<p style=\"text-align: left;\">Some companies make 16&#8243; wide which works.<\/p>\n<p style=\"text-align: left;\">I&#8217;ve been taking a 25 inch Eagle Creek two-wheeler on. No airline has refused it. Oodles of space. I took it for 12 days to Europe. Worked perfectly.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>SALT is Donald&#8217;s payback\u00a0<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">SALT stands for State and Local Taxes. By limiting our deductions to $10,000, Donald paid back a lot of people in states like New York Connecticut, New Jersey and California who didn&#8217;t vote for him.<\/p>\n<p style=\"text-align: left;\">You have to be very careful about which SALT taxes you include in your miserable $10,000 deduction. There&#8217;s a good piece in today Wall Street Journal, which includes these words:<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">His return preparer advised him to deduct only his property taxes and state sales taxes, which total more than $10,000, to make it clear that his state-tax refund won&#8217;t be taxable on his 2019 federal return.<\/p>\n<p style=\"text-align: left;\">For the Journal piece, click <a href=\"https:\/\/www.wsj.com\/articles\/an-answer-to-a-salt-y-tax-problem-you-didnt-know-you-had-11553247005?mod=hp_lead_pos8\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Dumb wonderful cartoons for you and the grandkids<\/strong><\/span><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/redhead.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46185\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/redhead.jpg\" alt=\"\" width=\"250\" height=\"241\" \/><\/a><br \/>\n<a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/WOODSTOCK3.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46186\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/WOODSTOCK3.jpg\" alt=\"\" width=\"300\" height=\"212\" \/><\/a><br \/>\n<a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/wavethestick.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46187\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/wavethestick.jpg\" alt=\"\" width=\"300\" height=\"384\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/wavethestick.jpg 300w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/wavethestick-234x300.jpg 234w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/Starbucks-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46193\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/Starbucks-1.jpg\" alt=\"\" width=\"300\" height=\"220\" \/><\/a><br \/>\n<a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/140699a2-41c1-4c39-b61d-a86d9f86b560.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46189\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/140699a2-41c1-4c39-b61d-a86d9f86b560.jpg\" alt=\"\" width=\"300\" height=\"228\" \/><\/a><br \/>\n<a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/waterbottle.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46190\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/waterbottle.jpg\" alt=\"\" width=\"300\" height=\"383\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/waterbottle.jpg 300w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/waterbottle-235x300.jpg 235w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\n<a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/All-dieingWednesday.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46191\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/03\/All-dieingWednesday.jpg\" alt=\"\" width=\"300\" height=\"279\" \/><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"http:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21218\" src=\"http:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg\" alt=\"HarryNewton\" width=\"200\" height=\"199\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg 200w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton-150x150.jpg 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><br \/>\nHarry Newton,\u00a0who had lunch with a fat friend. He ate exactly twice what I ate. Another friend reported falling halfway through his flight from Sydney to Dallas and was taken off the plane on a stretcher. He writes &#8220;Fortunately, my only injury was a severe hip pointer and a compressed fracture of a vertebra on the opposite side of the side on which I fell.&#8221; I like his use of the word &#8220;only.&#8221;<\/p>\n<p style=\"text-align: left;\">All of us will fall in places that are different &#8212; places we&#8217;re not accustomed to. The New York Times reported that complications from falls are the leading cause of death among old folks. Here&#8217;s the article. Click <a href=\"https:\/\/www.nytimes.com\/2019\/02\/25\/well\/live\/falls-can-kill-you-heres-how-to-minimize-the-risk.html\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\">Heh, one of my stocks is up today &#8212; AVP.<\/p>\n<p><script>\/\/ <![CDATA[\n(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){\n  (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),\n  m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)\n  })(window,document,'script','\/\/www.google-analytics.com\/analytics.js','ga');\n\n  ga('create', 'UA-45200733-1', 'technologyinvestor.com');\n  ga('send', 'pageview');\n<\/script>\n\n&nbsp;\n\n&nbsp;\n\n&nbsp;\n\n&nbsp;\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Market is down today. Yesterday was up.\u00a0 I&#8217;m ahead on FedEx and Boeing is still falling. This market is opportunistic. Stick with your core holdings and find occasional &#8220;buys.&#8221; Nike did good on earnings and sales, but disappointed on outlook. Down 6% today. Probably a good opportunistic buy. Why I don&#8217;t like cannabis and crypto-currencies [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-46177","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/46177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=46177"}],"version-history":[{"count":10,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/46177\/revisions"}],"predecessor-version":[{"id":46197,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/46177\/revisions\/46197"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=46177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=46177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=46177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}