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Stock Thread (7 Viewers)
- Thread starter St. Louis Bob
- Start date
Sand
Footballguy
I was far ahead of the game on buying TP than I was dumping stocks.stocking up on tp might be the smartest thing some people do.
Otis
Footballguy
I'm with this. I'm mostly back on the sidelines, but for my index funds that I just can't bear to touch. I think I go in and buy with the rest of my cash somewhere in 16-18 range. I think we have to get back there. But who knows.
dkp993
Footballguy
Agreed, But that’s not the issue that concerns me. The concern will be restrictions on the size of gatherings allowed And for how long that goes on for. When things open back up they’re not gonna open back up 100% normal. I bet dollars to donuts they’re limiting gathering sizes for 30/60 or 90 days after. Restaurants cannot survive on reduced volume load.
Honestly, their results are good but I hope Leronlimab has better results. Not saying it wasn’t an improvement but I hope we see better than a 40% to 25% death rate improvement.
Patients in the exploratory study were evaluated through 28 days for the primary clinical assessment and were further assessed through a one-year follow-up period. We announced the encouraging one year data in January of 2020. Data highlights from the trial include the following:
Lower mortality of 25% in the MultiStem treatment group vs. 40% in the placebo group;
40.2% higher ventilator-free (VF) days, (12.9 VF days in the MultiStem treatment group vs. 9.2 VF days for the placebo group);
27.2% higher ICU-free days, (10.3 days in MultiStem subjects vs. 8.1 days for subjects receiving placebo);
Rapid improvement in pulmonary function was observed among MultiStem treated subjects, with 45% of these patients achieving ventilator independence by study day 7 vs only 20% placebo in the placebo group;
In more severe ARDS patients (as evident from a prospectively defined analysis), the difference between MultiStem treatment and placebo was greater – 25% mortality in MultiStem group vs. 50% in placebo group, 14.6 VF days in MultiStem group vs. 8.0 VF days in placebo group, and 11.4 ICU-free days in MultiStem group versus 5.9 ICU-free days in placebo group;
Day-365 Quality of Life (QoL) outcomes, assessed by the EQ-5D, were meaningfully better among all survivors who received MultiStem treatment compared to those who received placebo;
Within the prospectively defined group of patients with more severe ARDS, MultiStem treatment was associated with a markedly greater rate of survival and progression to functional independence at one year (i.e., self-care); and
MultiStem treatment was well tolerated in this very sick ARDS patient population, with no serious adverse events related to administration.
Shula-holic
Footballguy
I own a company that relies on large gathering events, and sadly I have to agree with this.
GoBirds
Footballguy
Don Hutson
Footballguy
fruity pebbles
Footballguy
Bob Sacamano
Footballguy
PSA: Soon you'll all be able to officially own OTIS, thanks to the Raytheon/UTC merger.
Otis
Footballguy
The General
Footballguy
Looking forward to Trump trying to pronounce "Leronlimab".
BigJohn
Footballguy
The industry is not disappearing. It will most likely never be the same as it was before, but it will return with a white hot vengeance, even with restrictions.
Us fatties will climb over each other to get back into TGI Friday's.
-OZ-
Footballguy
sporthenry
Footballguy
The bullish argument for the chains is that they may have enough levers to stay open. So when the mom and pop Italian place closes, you're forced to go to Olive Garden. As with any bear market, the survivors in these beaten down industries will come back with a vengeance.
BigJohn
Footballguy
Sand
Footballguy
Sand
Footballguy
Sadly there are some local places that serve amazing food and that I'd hate to think leave forever. I don't eat out much at all, but when this crap lessens and is opened up a bit I'll be hitting up some of them.
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dkp993
Footballguy
I certainly don’t think it’s disappearing, that’s just not realistic, but it will likely look different with a far amount of brands and local concepts going under.
BassNBrew
Footballguy
Thanks for the thoughts. I'm betting on the Americans loving the dinners out and the big guys being able to weather the storm better than the small guys. I'm not concerned about the size restrictions because organized sports aren't going away.
sporthenry
Footballguy
I don't know. Certain speculation that some leagues are planning on opening up ASAP with no fans. Not sure what the probability is of this popping back up again but I have to imagine if social distancing persists into the fall and this thing comes back around, sporting events will bear the biggest brunt of it.
Shula-holic
Footballguy
Logistically it's very difficult to justify how it's safe even with no fans. It's unsafe for fans to sit in the stands yet it's ok for guys to be exerting themselves physically, sweating, and in contact. That doesn't even take into account the enclosed spaces of locker rooms, hotels or wherever they'd house them, etc. I've heard theories of a "bubble" where they take over an arena in Vegas or somewhere in the Midwest that's not as affected. Perhaps I guess, but you can't fly teams all over the country during this. There aren't going to be hotels and safe ways to handle this. Maybe the leagues do this to try and keep the television money, but I don't think it would be necessarily safe. I'm trying to be optimistic as best I can for football in 2020 but right now I'm just not seeing it.
Bob Sacamano
Footballguy
Steeler
Footballguy
Maybe I'm being overly optimistic (or naive) but August is 4 months away andI'm hopeful the NFL can have a normal amount of games in 2020.
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Sand
Footballguy
I'm telling you golf could jump way up in America's sport rankings. This is the one sport where they could keep everyone socially distant. If they could solve the travel problem they'd have superbowl like ratings. Hell, they could use an applause track and I'd be ok with that.
The General
Footballguy
ghostguy123
Footballguy
sporthenry
Footballguy
I mean at a certain point, things will have to open up. Even Cuomo today talked about re-opening the economy. I would assume sports will be one of the first things back. If you have 15 minute testing and quarantine the teams, I think it is relatively safe. I mean if you think this is a 1-year lockdown or until we get a vaccine or cure, then you should buy 1k puts on the SPY.
shadrap
Footballguy
I agree. In the meantime they are bankrupting a lot of independent oil companies with this glut of oil. IMO
sporthenry
Footballguy
Awfully quick filings to pin on the Saudis and Russia. US has been pumping too much and driving the price down. They needed some consolidation / rationalization in the US as well.
shadrap
Footballguy
sporthenry
Footballguy
Also doesn't say what price they're paying. You're also floating the cruises for a year. Probably smarter to take your cruise money and put it in the stock for a year. Can probably pay for the cruise a few times over if they're still running next year.
Capella
Footballguy
Of course they are. People love cruises. Those ships are going to be at capacity when they go back.
FreeBaGeL
Footballguy
Yeah I think people are way overestimating people's future reluctance to do things like cruise or frequent restaurants.
My family and I are not "cruise people". In fact we've never actually been on one. We had our 1st ever planned for this month (would be on it right now). When it was canceled they offered us either a 100% cash refund or a 125% credit that we'd have to use within 15 months. It never even occurred to us for a second that we wouldn't be re-booking the cruise so we took the credit without thinking twice.
Capella
Footballguy
I looked at Disney cruises prices today for next May, on a lark. More expensive than the one we just took in December. Lot of demand I take it.
sporthenry
Footballguy
Interesting. What is the draw of cruises exactly? Just wondering if something else can replace that.
When this flips it is going to be fast. I also wonder how much longer Russia can keep this production up.
Capella
Footballguy
Am I in the minority here thinking that 1) within months if not weeks, we will know so much more about this virus that we will be able to test for it just like we test for strep at a cheap cost and quickly, 2) there will be treatments (like Lebronlimade) so that the mortality rate will be in line with other illnesses like flu, and 3) we will be well on our way to developing vaccines if not a cure within a year to 18 months? I think those are all reasonable assumptions, if not overly conservative, and if that's the case, the service industries will be back in business and booming within 18 months. Of course, one needs to avoid investing in companies that will go bankrupt, and many will, but the survivors should pay off handsomely. People forget about stuff very quickly. There will be cheap and plentiful cruises in 2021 and the industry will be well on their way to "business as usual" by 2022.
Jefferson the Caregiver
Rebel Without A Pause
Monoclonal antibody has not quite gotten into my vocabulary yet but will try to incorporate that into a sentence this week.
In the meantime for all the laymen, are there any other monoclonoal anitbodies that are competing vs leronlimab? Or does CYDY have a mono-poly here
Thanks!
sporthenry
Footballguy
I just draw a distinction between restaurants and cruises. I mean going to an Olive Garden, I'm not going to be worried about being stuck on a death ship where I can't get off. I assume the stories on cruises will be pretty disturbing and the studies are likely to show that these ships passed the virus through the ventilation system. I would guess we're likely to get a vaccine or something within a year given the billions pouring in but if this persists for a year, no cruise line equity will be worth anything.
matuski
Footballguy
You can fly anywhere you want. There are hotels.
"Safe" will return to its place in the pecking order of our lives soon. People will stampede to be unsafe if it means returning to our jobs and lives.
commoncents
Footballguy
I'm not so sure at this point. World demand in 2019 was approximately 100 million b/d and supply was within that number by a couple hundred thousand b/d. Firms are estimating that current demand destruction of oil is at about 20%. That is 20 million b/d in excess. SA is now producing 13 million b/d and Russia about 11 million b/d.
If we continue to lockdown internationally for the next 45 days, we are looking at a surplus of 900 million barrels. That doesn't even account for the China slowdown and the time it takes to ramp up after we all get back to work. At that point, a reduction in SA and Russia production is a rounding error. It will likely take a couple of years to bring balance back to the oil markets.
Shula-holic
Footballguy
Sure. But when we get to that point it will also be "safe" to have fans. Maybe they play a few games in empty stadiums or small training camp type courts in the case of the NBA to fit in the playoffs, but I don't see that being a longer term or season long solution. If you're flying, in locker rooms, in hotels, my point is how much more unsafe could sitting in the stands be?
sporthenry
Footballguy
I just don't know how easy it is to turn things back on. I think the recovery will be somewhat quick but we've never had to essentially jump start an economy from scratch. I presume the Fed and government will do what is necessary and but you're going to have to instill consumer confidence again.
fantasycurse42
Footballguy Jr.
fantasycurse42
Footballguy Jr.
Wow, WFC is $26 and yielding 7%... Need to do some homework on that one.
Prob big Warren’s worst investment.
Prob big Warren’s worst investment.
