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Touchstone Strategic Income ETF V.SIO


Primary Symbol: SIO

The Fund seeks a high level of current income with a focus on capital preservation. The Fund invests, under normal market conditions, at least 80 percent of its assets in income producing fixed-income securities. This is a non-fundamental investment policy that the Fund's Board can change upon 60 days prior notice to shareholders. Income producing securities generally include corporate debt securities, mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and preferred stocks. The Fund will engage in frequent and active trading as part of its principal investment strategies.


ARCA:SIO - Post by User

Comment by 3D_Guyon Sep 27, 2013 12:20pm
185 Views
Post# 21773259

RE:RE:Well,unless

RE:RE:Well,unlessOk - it's clear this is how they understand the market.  And so we are screwed.

Unless changes happen to the top before this train wreck runs out of coal, we can all write off our shares.

There needs to be an understanding at the top that:

1. There is no link between the number of tvs out there which can play back 3D and the value of said 3D option in the device.  Just like close-captioning, smooth motion, high refresh, etc... those are expected and do not command a premium from the client for the device, and are not linked to customers actually viewing 3D content.

2. Speaking of which, the consumer has demonstrated he/she is not willing to pay a premium for a top quality 3D experience (at least, not in sufficient numbers to make it a business). This is why ESPN, DirecTV, Canal+, Orange, BBC and everyone else abandoned 3D production for TV.  It's a niche outlet for studio VOD, which is not going to be enough to keep SIO afloat.

3. Moore's law derived to streaming video is drastically changing the ecosystem from what it was even 2-3 years ago.  Exponential improvements in bandwidth as well as compression make pre-codecs like Sensio HiFi a moot thing.  Why bother with a hardware-dependent, closed solution when you can stream high quality 3D with the same tools as you do 2D?  This week I streamed HD Netflix to my iPad through a crappy free hotel internet service.  It was unthinkable to even watch SD without buffering every 5 minutes not even 2 years ago.  And the performance has not reached its peak yet, so sending full left and right hd is technically going to be peanuts in the very near future.

4.  It is time to stop flogging the dead horse.  I applaud this management's tenacity, but there is a point when tenacity turns into stubbornness.  When you cannot show any profit EVER after a decade, and no roadmap to it in the future, it is time to stop.  You do not have a winning hand.  Fold, don't up the ante.  Save your few remaining chips and go somewhere elase with them.

5. There is future for their ip, but their lack of imagination prevents them from finding the hidden gem.  It is not in 3D.  We can wait until the smart people snatch the ip at ridiculous prices, or get people who know how to exploit the current assets to replace this bunch of very hard working, but inexperienced folks.

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