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Bought some Marathon Oil. That's gonna take a while to pay off.

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34 minutes ago, The Lost One said:

Still worth buying into cydy if i haven't already?

It's up ~10x since I started recommending it.  I think it will go higher and I am not selling but they have to achieve now--the really easy money has been made.  Results from the 10 patients need to show that the drug worked--those should be out at least in part later this week.  I think there are other catalysts that could drive the stock--BLA submission for HIV combination therapy and breakthrough status for breast cancer to name two. 

So if I were you and didn't own any shares, I would tread carefully and pick my spots but start accumulating a position.

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1 minute ago, chet said:

It's up ~10x since I started recommending it.  I think it will go higher and I am not selling but they have to achieve now--the really easy money has been made.  Results from the 10 patients need to show that the drug worked--those should be out at least in part later this week.  I think there are other catalysts that could drive the stock--BLA submission for HIV combination therapy and breakthrough status for breast cancer to name two. 

So if I were you and didn't own any shares, I would tread carefully and pick my spots but start accumulating a position.

from what i read they can even fine tune the breast cancer treatment to target other specific cancers? that is pretty awesome if it works

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4 minutes ago, Sand said:

Interesting discussions.  As I look at these things I keep thinking that some of these companies will not be allowed to fail.  BA and DAL are at the top of the list.  F and DIS are right up there, too.  CCL?  I can see them wiping out equity holders.  I can see BLMN run out of runway before the spigots turn back on.  If I'm bottom fishing DAL is looking pretty tasty.

As for CYDY?  I'm shooting for the moon.  I don't have 1M shares (more like 10k), so I'm up a decent bit, but it isn't life changing.  If we see it mentioned being taken over or if it hits one of it's big targets - COVID or the other trials, then think about cashing it.

I wouldn't throw DIS in the same group. Hard to fathom the government finding them systemically important especially given the current administration. Perhaps you have a Buffett put there though. I do like DAL as it seems like the best in class providers usually come out ahead in these a la F during the Great Recession. 

While BA may be too big to fail, it could go the way of GM for shareholders. 

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1 hour ago, sporthenry said:

I can't portend to know about the future of its brands. But it's probably in a better liquidity position than the others. Had ~$1bn in cash after it drew on its revolver. Looks like leases run ~$400mn per year and another $500mn in purchase obligations. 

I'm curious. Did you mean to type pretend there? Or portend?

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3 minutes ago, chet said:

It's up ~10x since I started recommending it.  I think it will go higher and I am not selling but they have to achieve now--the really easy money has been made.  Results from the 10 patients need to show that the drug worked--those should be out at least in part later this week.  I think there are other catalysts that could drive the stock--BLA submission for HIV combination therapy and breakthrough status for breast cancer to name two. 

So if I were you and didn't own any shares, I would tread carefully and pick my spots but start accumulating a position.

Ok, sounds good. Thx for the feedback. I'll look things over...

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13 minutes ago, Sand said:

Interesting discussions.  As I look at these things I keep thinking that some of these companies will not be allowed to fail.  BA and DAL are at the top of the list.  F and DIS are right up there, too.  CCL?  I can see them wiping out equity holders.  I can see BLMN run out of runway before the spigots turn back on.  If I'm bottom fishing DAL is looking pretty tasty.

As for CYDY?  I'm shooting for the moon.  I don't have 1M shares (more like 10k), so I'm up a decent bit, but it isn't life changing.  If we see it mentioned being taken over or if it hits one of it's big targets - COVID or the other trials, then think about cashing it.

I'm of the opinion that airlines/aircrafts are basically utilities at this point. I think they are first on the bailout list. Car companies? Eh, maybe. Cruise lines? No way. 

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Just now, ConstruxBoy said:

I'm of the opinion that airlines/aircrafts are basically utilities at this point. I think they are first on the bailout list. Car companies? Eh, maybe. Cruise lines? No way. 

Buffett is actually looking at the possibility bailing out some airlines, hotels and casinos. 

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1 hour ago, lod001 said:

Seems that way.

And out of nowhere after it hit 2470 a little helping hand came in and brought us up to 2490......    

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Posted (edited)
27 minutes ago, sporthenry said:

I wouldn't throw DIS in the same group. Hard to fathom the government finding them systemically important especially given the current administration. Perhaps you have a Buffett put there though. I do like DAL as it seems like the best in class providers usually come out ahead in these a la F during the Great Recession. 

While BA may be too big to fail, it could go the way of GM for shareholders. 

The easy money in BA has passed, IMO.  DAL is about at it's low, so that's why I noted that one as a bottom fishing candidate.  DIS has such strong brand and business that it will survive and ultimately do well.  It hasn't dumped quite like the rest of them, though.

I hadn't thought much about F, but there's no way it's allowed to fail.

I'd also really like V to take a 20% dump (5% there today).  Big winner down the road.

Edited by Sand

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18 minutes ago, The Ref said:

And out of nowhere after it hit 2470 a little helping hand came in and brought us up to 2490......    

And right back down a lot faster. 

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Posted (edited)
4 minutes ago, Sand said:

The easy money in BA has passed, IMO.  DAL is about at it's low, so that's why I noted that one as a bottom fishing candidate.  DIS has such strong brand and business that it will survive and ultimately do well.  It hasn't dumped quite like the rest of them, though.

I hadn't thought much about F, but there's no way it's allowed to fail.

Tesla with 5x the market cap.  

Edited by BassNBrew

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25 minutes ago, ConstruxBoy said:

I'm of the opinion that airlines/aircrafts are basically utilities at this point. I think they are first on the bailout list. Car companies? Eh, maybe. Cruise lines? No way. 

I don't think we CAN bail out the cruise lines.  Aren't they all registered/domiciled in foreign countries?  Can the US bail out foreign businesses that don't pay taxes here?

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2 minutes ago, BassNBrew said:

Tesla with 5x the market cap.  

Crazy.  I'd buy Tesla at $250.  It's going to need huge cash infusions.

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Just now, General Malaise said:

I don't think we CAN bail out the cruise lines.  Aren't they all registered/domiciled in foreign countries?  Can the US bail out foreign businesses that don't pay taxes here?

We shouldn't, IMO.  Now if they put all their US based ships under a US flag that may change things.  They pay precious little taxes to the US due to their foreign structure designed specifically to limit their US tax exposure.  

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CYDY getting action from Yahoo feature.  What a champ in a very weak market.

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2 minutes ago, chet said:

CYDY getting action from Yahoo feature.  What a champ in a very weak market.

Yup, up over $3 now. 

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Posted (edited)
4 minutes ago, chet said:

CYDY getting action from Yahoo feature.  What a champ in a very weak market.

I was close to taking my 1/3rd $3.49 exit and buying back in at 2.00 on Monday.  Dork

Maybe just me but it feels like a lot riding on COVID, wrong or right failing here will likely create negative perception on the other treatments.  And vice versa.  COVID success would be huge, beyond just COVID in my view.

Edited by djmich

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Gotta be honest, I kind of feel like I want an injection of leronlimab just to get one. Maybe strengthen my immune system or grow an extra 14 inches to my johnson. 

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MGM just turned green. :loco:

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2 hours ago, Don't Noonan said:

From what I recall Belski is a very smart guy but a permabull.  I am guessing he was optimistic.

You could say that, I believe he's standing by his 3400 S&P call by the end of the year, which I think is completely unrealistic.

I wish some of these permabulls would give more specifics for why they are so optimistic.

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2 minutes ago, fantasycurse42 said:

Gotta be honest, I kind of feel like I want an injection of leronlimab just to get one. Maybe strengthen my immune system or grow an extra 14 inches to my johnson. 

ur looking for leroyslimb

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5 hours ago, Don Hutson said:

Bloomin' Brands down 10%

 

5 hours ago, lod001 said:

15%.

Looks like a good candidate to buy since it rallied nicely last week. I would think the best stocks to target are the ones that rallied big last week and DO NOT retest their lows if the market retests.

 

5 hours ago, caustic said:

Taking a dive today. Added a little to my position at $6.05. 

Bought at $6.10

Also bought JETS and discover financial. Financials are taking a hit of course but that company has been good to us, so I'll buy some. 

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1 hour ago, lod001 said:

Bought some Marathon Oil. That's gonna take a while to pay off.

I did too at $3.15.  Just a little taste for now.    

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5 minutes ago, Ben Hur said:

Price of beef is down sharply. 

:sadbanana:

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1 hour ago, BassNBrew said:

Tesla with 5x the market cap.  

Which is completely absurd. 

 

I am sitting tight as the re-test is just starting. 

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35 minutes ago, The Lost One said:

Tough to continue waiting. Think I'm going in on some Apple, Marriott, GLPI and OKTA today. 

Marriott still a ways to go down IMHO.

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Where's my $1200 check, Trump? need to buy some stocks.

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Honestly, in this environment, I refuse to pay a huge premium for growth stocks. I just don't see any value until I can see a clear path back to normalcy. Granted, I'm a data hound, & I feel I'll spot the trends very early, so maybe at that point, but until then, why would anyone pay a premium for growth when it is nonexistent? (Maybe AMZN excluded).

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Took my original investment in CYDY back at 3$. Free rolling the rest. Thanks @chet, you’re the man, appreciate the great advice.  

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Being in the Restaurant biz my whole life I wouldn’t touch any stocks for them right now.  Lots of room down to go. Even if the world starts opening back up in May social distancing group gathering guidelines will almost certainly be in effect and will drastically affect the capacities of these restaurants. The restaurant industry has a long long difficult road ahead

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3 minutes ago, ghostguy123 said:

CCL dying?

Shoulda paid their taxes.

The cruise industry, unlike airlines wasn’t mentioned in the $2 trillion coronavirus stimulus package approved by the U.S. Senate late Wednesday. 

Critics of the industry say that while most cruise ships are headquartered in the U.S., they are registered abroad and don’t pay U.S. taxes. The lines are also exempt from many U.S. labor and safety regulations.

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I moved a bit more in today.... now 70 IN / 30 Cash 
 
Models show us looking at ~15-20k people dying next week and possibly 60-80k the following week. I have to think that induces another push down... barring significant promise from treatments like CYDY and Chloroquine. 

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CCL has about 18-20 months of liquidity with their new raises according to my calculations. I think they're cutting it close.

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CYDY finishing strong--opposite of yesterday.

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5 minutes ago, Don't Noonan said:

more like sinking

It is looking grim. Hence why we never went in yet......it’s bad. Gotta sit tight and be superbly patient with taking any position in CCL or even an airline. I do not trust they care about stock holders at all. 

Now MGM and BLMN......survivors IMO. 

And my master list are all survivors. 

Re-test is going to happen and maybe even new lows.

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2 minutes ago, Todem said:

It is looking grim. Hence why we never went in yet......it’s bad. Gotta sit tight and be superbly patient with taking any position in CCL or even an airline. I do not trust they care about stock holders at all. 

Now MGM and BLMN......survivors IMO. 

And my master list are all survivors. 

Re-test is going to happen and maybe even new lows.

Why no F in the master list?

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Just now, Random said:

Why no F in the master list?

A dog with fleas. I can’t stand auto stocks. Never invested in them in my entire life. I simply do not like their volatility, management...nothing about them is attractive to me.

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Posted (edited)
3 minutes ago, Todem said:

A dog with fleas. I can’t stand auto stocks. Never invested in them in my entire life. I simply do not like their volatility, management...nothing about them is attractive to me.

F is rough right now.  Was on the decline before this.  Horrible CEO.  Probably a good value down the line, but will take a while.

Edited by Al Czervik

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ATHX

Stemcell drug company. I've had 1000 shares of this for over 6 years, just sitting on it. Now it may be the wonder drug for corona. Fox news let the cat out of the bag today:

Link

It is still cheap, closed today around $4

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