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SNSS up 27% pre-market. Earnings report today and investors call right after. 
 

There are serious rumors of a buyout. Might be worth a look. RH could get a hold of this one. 

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3 minutes ago, BassNBrew said:

Yup.  Airline stocks gonna pop today.

Lunacy 

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I’m crapping bricks about rlftf. The Swiss ticker was down 43% on the fake Russia vaccine news. Should I get out at whatever price I can or buckle up tight and maybe even average down during the carnage?

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38 minutes ago, Capella said:

Lunacy 

Yep, I’m just going to sit back for a bit. No plans to sell companies with growing revenues for ones with a 90%+ revenue drop and potential bankruptcies/permanent revenue issues. It’s hard to be patient with so much volatility but if I didn’t want to invest in airline stocks before CV, then they still aren’t part of my long term goals.

I know we talked about AYX yesterday, but it’s an interesting stock based on vaccine news because it’s a bigger cost/implementation that got hit by CV. I’m fairly certain that it won’t pop today even though if there was a real vaccine it would stand to benefit greatly from IT budgets and workers getting back to normal.

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Looks like rlftf is going to get crushed today. Might buy more if it gets into the .30s

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1 minute ago, Capella said:

Looks like rlftf is going to get crushed today. Might buy more if it gets into the .30s

Not sure why I bought any of that. Didn’t learn my lesson from CYDY but I did buy way less.

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8 minutes ago, stbugs said:

Not sure why I bought any of that. Didn’t learn my lesson from CYDY but I did buy way less.

Only bought a few grand. Did tell my uncle about it yesterday. :bag: 

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12 minutes ago, Capella said:

Looks like rlftf is going to get crushed today. Might buy more if it gets into the .30s

 

21 minutes ago, NajehHejan said:

I’m crapping bricks about rlftf. The Swiss ticker was down 43% on the fake Russia vaccine news. Should I get out at whatever price I can or buckle up tight and maybe even average down during the carnage?

I have 5K shares and a 0 cost basis.  Actually. -.02 cost basis.  I might think about buying some more, but I think this will
pass.  I don't trust the Russians.  (or the Swiss)

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1 hour ago, Capella said:

Dow really gonna skyrocket today over a fake Russian vaccine? 

It’s not even that it’s fake. It’s that it’s about to enter phase 3 testing where multiple other vaccines already are. I guess Putin’s daughter getting it gives people additional hope?

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9 hours ago, BassNBrew said:

DHT holders will be rewarded.  8.5% dividend.  Oh...that's not annualized, that's 8.5% this quarter.  Those shares we bought in the low 5s in early July are returning close to 10% in dividend this quarter alone.  Thank you @sporthenry

Here's the full report...https://www.cnbc.com/quotes/?symbol=CAH&qsearchterm=cah&tab=financials

DHT still trading near 52-week lows too.  When is the next dividend date on this?  5/18 was the last.  

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So does today complete the "V" recovery and we move onwards and upwards or should we be building our cash reserves?

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3 minutes ago, beef said:

DHT still trading near 52-week lows too.  When is the next dividend date on this?  5/18 was the last.  

The Company declared a cash dividend of $0.48 per common share for the second quarter of 2020 payable on September 2, 2020 for shareholders of record as of August 26, 2020.

Here's the link to there report...had the wrong link above.

https://ml-eu.globenewswire.com/Resource/Download/b54a4a9a-949a-4282-8d33-595512900ed7

This dividend isn't being widely reported and I had to dig to find earnings results.

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43 minutes ago, stbugs said:

Not sure why I bought any of that. Didn’t learn my lesson from CYDY but I did buy way less.

The volume is 38K compared to 50 million plus recently.  I know its pre-market, and I do think it takes a hit, but I don't know that it will be THAT bad.  If the Russian Vaccine news is the catalyst, wouldn't ALL the little Covid biotech plays take a huge hit today?

I don't know.  I'm just trying to stay calm about it.  

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6 minutes ago, BassNBrew said:

The Company declared a cash dividend of $0.48 per common share for the second quarter of 2020 payable on September 2, 2020 for shareholders of record as of August 26, 2020.

Here's the link to there report...had the wrong link above.

https://ml-eu.globenewswire.com/Resource/Download/b54a4a9a-949a-4282-8d33-595512900ed7

This dividend isn't being widely reported and I had to dig to find earnings results.

Nice find, thanks! 

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So PPL is trying to spin off a U.K. Business it owns, and their CEO said they may look to merge with another company after that. Could explain some of the recent pop.

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41 minutes ago, Caesar said:

 

I have 5K shares and a 0 cost basis.  Actually. -.02 cost basis.  I might think about buying some more, but I think this will
pass.  I don't trust the Russians.  (or the Swiss)

Right. While I won't like seeing it drop, I've already taken the initial investment out. Not worried. 

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1 minute ago, -OZ- said:

Right. While I won't like seeing it drop, I've already taken the initial investment out. Not worried. 

I'm still green even after the initial drop. If I've learned anything in my brief foray into stocks over the last two months, it's patience. I'm still holding it. 

Might buy more.

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7 minutes ago, Caesar said:

The volume is 38K compared to 50 million plus recently.  I know its pre-market, and I do think it takes a hit, but I don't know that it will be THAT bad.  If the Russian Vaccine news is the catalyst, wouldn't ALL the little Covid biotech plays take a huge hit today?

I don't know.  I'm just trying to stay calm about it.  

I think all will take a hit. That was likely to happen at some point. Not all of them can be the cure/vaccine. There’s just too many companies whose stocks went way up.

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Just now, stbugs said:

I think all will take a hit. That was likely to happen at some point. Not all of them can be the cure/vaccine. There’s just too many companies whose stocks went way up.

Agreed, lots of people bought lottery tickets. Most won't hit.

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Why did I sell discover yesterday? :kicksrock: (kept my core)

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Exited half my SQQQ position at 5.74 (trailing stop triggered)

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2 minutes ago, -OZ- said:

Why did I sell discover yesterday? :kicksrock: (kept my core)

Nothing wrong with taking profits.  Can't bat 1000%, but you can keep hitting singles on a regular basis.  Can't kick yourself for Russian rumors driving the market up.

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6 minutes ago, ChiefD said:

I'm still green even after the initial drop. If I've learned anything in my brief foray into stocks over the last two months, it's patience. I'm still holding it. 

Might buy more.

Doubled my position at .44

Will sell half if it gets back up to .60, I think.

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Just now, BassNBrew said:

Nothing wrong with taking profits.  Can't bat 1000%, but you can keep hitting singles on a regular basis.  Can't kick yourself for Russian rumors driving the market up.

Do the Russians have much to do with DFS?  or do you mean that the rumor has everything popping except tech?

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11 hours ago, FreeBaGeL said:

I guess this time could be different if we really are rotating from tech to value, but so far everytime SE has pulled back it has violently roared to new ATH's not long after.  If I weren't worried about tech rotating out I would be loading up on more even though it is one of my top 3 holdings already.

I’m starting to think it may be real but I don’t know if I’m going to sell into this. I mean the earnings and revenues of the companies popping right now are awful. This isn’t a normal rotation into a sector that’s just underperforming share wise it’s a rotation into stocks doing legitimately awful. Look at Disney. The expectations are they’ll be right back at normal but their stock is just below the euphoric February high which may have already been frothy and they just reported a $10B revenue shortfall a week ago.

I’m definitely tech heavy and it’s done wonders for my YTD return. My IRA would be an easy sell as there are no tax implications but some of my taxable stocks would be a short term tax hit and that’s a big whack for me since my wife works as well.

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37 minutes ago, BassNBrew said:

The Company declared a cash dividend of $0.48 per common share for the second quarter of 2020 payable on September 2, 2020 for shareholders of record as of August 26, 2020.

Here's the link to there report...had the wrong link above.

https://ml-eu.globenewswire.com/Resource/Download/b54a4a9a-949a-4282-8d33-595512900ed7

This dividend isn't being widely reported and I had to dig to find earnings results.

Went ahead and grabbed some shares.  I don't mind holding this for a couple of weeks.  Thanks again!!

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37 minutes ago, BassNBrew said:

The Company declared a cash dividend of $0.48 per common share for the second quarter of 2020 payable on September 2, 2020 for shareholders of record as of August 26, 2020.

Here's the link to there report...had the wrong link above.

https://ml-eu.globenewswire.com/Resource/Download/b54a4a9a-949a-4282-8d33-595512900ed7

This dividend isn't being widely reported and I had to dig to find earnings results.

Note that there is some overhang here on ~23M convertible notes that will likely be converted in the next week or so (21st is the deadline I believe) unless the price craters from here. Strike is $5.35. 

Management didn't say they would buy back shares in order to minimize dilution, but didn't rule it out either. 

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Rlftf- bought 10000 more at .41. Sold all at .46 in a panic to just take a 15% loss of 2,800. If it was my ira I’d have stayed put. It was my wife’s- felt bad for playing with such risky crap in hers. I see it’s up  To .55 already. My break even point was .54. Oh well. I’m staying risk averse for a while. 

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20 minutes ago, -OZ- said:

Do the Russians have much to do with DFS?  or do you mean that the rumor has everything popping except tech?

Rumor impies all is well.  Economy must be back to normal.

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Posted (edited)
34 minutes ago, Lacey said:

So PPL is trying to spin off a U.K. Business it owns, and their CEO said they may look to merge with another company after that. Could explain some of the recent pop.

They are selling the UK operations. Paying down debt, doing  buy backs. This will probably close 1Q21. However they will have to cut the dividend 30-40%. 

If they do a 40% cut that would bring the yield down to around 3.5% if they do 30% around 4%.  The current yield is simply unsustainable after the UK sale.

I am going to sell out of PPL as I used this as a pure yield play. They were growing their dividend every year. 

Now they will become leaner and meaner. And they can grow their dividend again with a renewed focus on strictly their domestic regulated utility business. 

The company is fairly valued right here. With some downside to 25-26 range easily. And we all know once they announce a dividend cut the stock price will drop.

Bank your trade today boys.

I am selling out of her now. I will reevaluate next year. I rather own some other traditional utilities with better balance sheets for the same yield (post anticipated dividend cut).

Edited by Todem
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15 minutes ago, stbugs said:

I’m starting to think it may be real but I don’t know if I’m going to sell into this. I mean the earnings and revenues of the companies popping right now are awful. This isn’t a normal rotation into a sector that’s just underperforming share wise it’s a rotation into stocks doing legitimately awful. Look at Disney. The expectations are they’ll be right back at normal but their stock is just below the euphoric February high which may have already been frothy and they just reported a $10B revenue shortfall a week ago.

I’m definitely tech heavy and it’s done wonders for my YTD return. My IRA would be an easy sell as there are no tax implications but some of my taxable stocks would be a short term tax hit and that’s a big whack for me since my wife works as well.

Third quarter earnings are going to be the suck for many of these companies.  At some point these chickens will come home to roost.  I look out my window and the Subway Sandwich shop is empty.  The Homewood suites out the other window has 12 cars, I'm sure some of those are employees.

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15 minutes ago, NajehHejan said:

Rlftf- bought 10000 more at .41. Sold all at .46 in a panic to just take a 15% loss of 2,800. If it was my ira I’d have stayed put. It was my wife’s- felt bad for playing with such risky crap in hers. I see it’s up  To .55 already. My break even point was .54. Oh well. I’m staying risk averse for a while. 

Yeah, I leave my wife's alone while I play with mine.

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3 minutes ago, Todem said:

They are selling the UK operations. Paying down debt, doing  buy backs. This will probably close 1Q21. However they will have to cut the dividend 30-40%. 

If they do a 40% cut that would bring the yield down to around 3.5% if they do 30% around 4%.  The current yield is simply unsustainable after the UK sale.

I am going to sell out of PPL as I used this as a pure yield play. They were growing their dividend every year. 

Now they will become leaner and meaner. And they can grow their dividend again with a renewed focus on strictly their domestic regulated utility business. 

The company is fairly valued right here. With some downside to 25-26 range easily. And we all know once they announce a dividend cut the stock price will drop.

Bank your trade today boys.

I am selling out of her now. I will reevaluate next year. I rather own some other traditional utilities with better balance sheets for the same yield (post anticipated dividend cut).

Thank you.  Sold the balance for a 16% gain in 3 weeks.  Great call on your part.

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1 minute ago, -OZ- said:

Yeah, I leave my wife's alone while I play with mine.

:oldunsure:

 

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If anyone sold off FLGT yesterday, you can get it back 10% cheaper today.

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On 4/18/2020 at 2:25 PM, ditka...mike ditka said:

Anyone have any thoughts on PFNX?  The guy I use seems to be pretty big on it.  Asking him for more info, but would like to see if anyone here has any thoughts

News today it’s being bought at a 65% or so premium.  Was 10% of my portfolio and the broker I use is selling today.  Not a bad thing to wake up to!

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48 minutes ago, ChiefD said:

I'm still green even after the initial drop. If I've learned anything in my brief foray into stocks over the last two months, it's patience. I'm still holding it. 

Might buy more.

You're already up on about 70% of investors. 

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17 minutes ago, -OZ- said:

Yeah, I leave my wife's alone while I play with mine.

You're doing it wrong!

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Don't remember who lead me to NRGU, but it's been a good 2 week tail.  Thanks.  :thumbup:

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Well this was easy.

I am shifting proceeds of PPL to more EXC. Undervalued, 4% yield.

Excellent utility. 

 

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Posted (edited)
38 minutes ago, Todem said:

 

Edited by Lacey
Already answered. Thanks.

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2 minutes ago, Todem said:

Well this was easy.

I am shifting proceeds of PPL to more EXC. Undervalued, 4% yield.

Excellent utility. 

 

Thanks, man!  I'm in 

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Man I got into telemedicine and cloud computing at the WRONG time...

Thoughts on DFS?  Sell the spike or hold?

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7 minutes ago, Lacey said:

Man I got into telemedicine and cloud computing at the WRONG time...

Thoughts on DFS?  Sell the spike or hold?

Sell.

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48 minutes ago, BassNBrew said:

Third quarter earnings are going to be the suck for many of these companies.  At some point these chickens will come home to roost.  I look out my window and the Subway Sandwich shop is empty.  The Homewood suites out the other window has 12 cars, I'm sure some of those are employees.

Damn it if somehow my reply got whacked. Don’t feel like typing it all out but you’re preaching to the choir. I’m only down 1% today so not a big deal. I’m still thinking long term just happened to be having a great year. That said I agree with you that Q3 isn’t going to be much better and think about someone like Disney. They could lose out on $5-8B in profits. That’s not chump change. Even if things start to get closer to normal, that’s a lot of money on the balance sheet that can’t go to building new parks or funding more movies, etc. There’s a rotation but it’s not just Dow dogs, it’s going to companies who’ve truly been financially hurt.

It’ll be interesting from here. I don’t want to panic sell and miss the companies who probably will do the best in Q3 and Q4.

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18 minutes ago, Todem said:

Well this was easy.

I am shifting proceeds of PPL to more EXC. Undervalued, 4% yield.

Excellent utility. 

 

Done.

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30 minutes ago, beef said:

Don't remember who lead me to NRGU, but it's been a good 2 week tail.  Thanks.  :thumbup:

I've been talking about it and trading it recently, but it was originally @NajehHejan who mentioned it.

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1 hour ago, Todem said:

Well this was easy.

I am shifting proceeds of PPL to more EXC. Undervalued, 4% yield.

Excellent utility. 

 

ComEd

:yucky::oldunsure:

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46 minutes ago, BassNBrew said:

Done.

FYI, EXC ex dividend date 8/13, so good timing to get in and collect that $0.38

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3 minutes ago, Bob Sacamano said:

ComEd

:yucky::oldunsure:

ED is also a good one....but EXC has a better valuation. 

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