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Stock Thread (20 Viewers)

McBokonon said:
I only had time to glance - I’m not sure if this “golden share” they’re giving the CEO is related or not. In any event, looking forward to having enough shares to sell covered calls now.

Not sure. Shareholders still need to approve it in June so after that sometime.
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I saw June 28th.

 
Honestly I wish all these companies had done the share splits earlier.  Todem was pushing the idea of selling covered calls late last year and I did sell some but I didn't have 100 shares of stuff like AMZN (I wish!), GOOGL, SHOP.  Would have been nice if they'd already split as I'd have been able to make a little cash on the side.

 
FreeBaGeL said:
Honestly I wish all these companies had done the share splits earlier.  Todem was pushing the idea of selling covered calls late last year and I did sell some but I didn't have 100 shares of stuff like AMZN (I wish!), GOOGL, SHOP.  Would have been nice if they'd already split as I'd have been able to make a little cash on the side.
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We're on the same page GB. :hifive:

 
2Squirrels1Nut said:
Added 15 of these for $0.16 each. 

I don't have any concrete reason for this.  More of a hunch.  We have come back, which is great, but so much bad news out there. 
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It looks like more than likely these (SDOW $33 calls expiring on 4/14) expire worthless. 

The $29, 5/20, calls look really attractive at $2.40 each. 

ETA

meh

 
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2Squirrels1Nut said:
Oil down below $95.  I'm doing my part to push it lower with 100 shares of UCO at $149.74.
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Sold these at $162 for a $1200 gain. 

ETA

I would have made another $300 if I had waited but really was ETA :towelwave: as super happy for such a nice gain in a short period of time.  I'm going to watch and try this trick again if oil gets to the $95 level again. 

 
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UWMC at new 52 week lows.  In a rising rate environment, it just keeps going down, right?  With this price drop the yield is almost at 10%, any way they can keep it there?  

 
Thoughts on SOFI? I have a $22 average. Can DCA down since it's only $8, but is it worth it?

The past 2 years I've learned I'm not better than S&P 500. 

Also thinking of just buying SI at $125 and just selling when it hits $150+. Rinse and repeat. 

Thoughts?

 
Swaymoney said:
Can always tell when the market blows, this thread becomes a Ghost town.
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What is there to talk about. Incredibly negative market this year, just have to ride it out. I’d be very surprised at this point if my long-term stuff finishes the year green, inflation is driving all this sentiment and it ain’t going anywhere. 

 
Capella said:
What is there to talk about. Incredibly negative market this year, just have to ride it out. I’d be very surprised at this point if my long-term stuff finishes the year green, inflation is driving all this sentiment and it ain’t going anywhere. 
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Exactly my point!  There is nothing to talk about and that's why it's a ghost town and also how you can tell things are ugly right now. When things are good, this thread is hopping, adding pages a day. 

 
Capella said:
What is there to talk about. Incredibly negative market this year, just have to ride it out. I’d be very surprised at this point if my long-term stuff finishes the year green, inflation is driving all this sentiment and it ain’t going anywhere. 
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Was not unexpected at all to be honest. 

This place will hop more come 4th quarter. We will have a decent rally to eek out a tiny positive return IMO. 

We are range bound for while. Is what it is. We are having a major recalibration of monetary policy, inflation is terrible and the unpredictability of that idiot running Russia just add’s more uncertainty to the fire. 

If you own quality and have a solid portfolio yield....you get thru markets like this.

 
Todem said:
Was not unexpected at all to be honest. 

This place will hop more come 4th quarter. We will have a decent rally to eek out a tiny positive return IMO. 

We are range bound for while. Is what it is. We are having a major recalibration of monetary policy, inflation is terrible and the unpredictability of that idiot running Russia just add’s more uncertainty to the fire. 

If you own quality and have a solid portfolio yield....you get thru markets like this.
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yea it’s all good in fact I’m buying again tomorrow. Anything new to the big list we should be aware of? 😀

 
Capella said:
yea it’s all good in fact I’m buying again tomorrow. Anything new to the big list we should be aware of? 😀
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Nothing we have not mentioned. 

I think SBUX, TGT and HD are excellent value stocks down here. They have great price controls and power to overcome inflation. People are not stopping home improvements, drinking coffee or going to Target. 

I have been adding GCV in this downturn in the convertible bond market. 

Also I really like the buy write/over right strategies on dips like:

JEPI

DIAX

QYLD

Great yields on those strategies.

Bank and non bank preferred's as well. I am using:

PGX

PFXF

High quality Yield is my theme for 2022. Covered Calls are resetting come Thursday’s witching day.....we sold all those in November and December of 2021 for juicy premiums......100% gains on all of them except Apple 170’s which we rolled out of for a 1.2% loss.....big deal. We made 99% on everything else after taking out the 1% loss on Apple calls.....but if you factor in the appreciation we got on AAPL.....it is a non event. The stock ran up almost 20% from where we sold those calls. 

Now can we get good premiums next week? Probably not.....but on the next leg back up we will be looking to sell calls again for 3 to 6 month expirations. I never go out longer than 6 months. I like to have out of the money spreads of anywhere from 10-20%....all depends on the stock we are writing them on too. 

 
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Todem said:
Nothing we have not mentioned. 

I think SBUX, TGT and HD are excellent value stocks down here. They have great price controls and power to overcome inflation. People are not stopping home improvements, drinking coffee or going to Target. 

I have been adding GCV in this downturn in the convertible bond market. 

Also I really like the buy write/over right strategies on dips like:

JEPI

DIAX

QYLD

Great yields on those strategies.

Bank and non bank preferred's as well. I am using:

PGX

PFXF

High quality Yield is my theme for 2022. Covered Calls are resetting come Thursday’s witching day.....we sold all those in November and December of 2021 for juicy premiums......100% gains on all of them except Apple 170’s which we rolled out of for a 1.2% loss.....big deal. We made 99% on everything else after taking out the 1% loss on Apple calls.....but if you factor in the appreciation we got on AAPL.....it is a non event. The stock ran up almost 20% from where we sold those calls. 

Now can we get good premiums next week? Probably not.....but on the next leg back up we will be looking to sell calls again for 3 to 6 month expirations. I never go out longer than 6 months. I like to have out of the money spreads of anywhere from 10-20%....all depends on the stock we are writing them on too. 
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Thanks as always

 
Anyone have any thoughts on the future of the new Warner Brothers Discovery (WBD)?

I have a chunk of it due to the T spinoff...

WBD is up up almost 9% today....

 
I have been thinking of selling my DIS. 

I have a 6, 8 and 11 year old. So, Disney channel and Disney+ is not an uncommon thing to be on tv. I am personally a long time fan of both Star Wars and Marvel as well as from a kid until my 20's going to Disneyland 3-5 times a year. 

I have noticed an increase of LGBT etc added to more and more of the kids shows and increasingly been uncomfortable with it. I have started to weigh whether or not to keep Disney+ for a few months now, in the end, I have decided to stick with it but with my own love for Star Wars and Marvel and even considering it made me wonder if selling the stock would be a good move or not. 

Then the recent leaked videos have come out and these polls of what amounts to lost customers. Then more thay alternative children stream services come out, could we see a large decrease in streaming revenue? As well as other businesses?

https://pjmedia.com/news-and-politics/stacey-lennox/2022/04/13/concerned-parents-are-ready-to-ditch-disney-when-alternatives-become-available-n1587246

I am not interested in a social/political discussion... I am only interested in how these things will or will not impact the stock. DIS is one of the oldest and a top ten % of individual stocks in my portfolio. Sell? Hold? Buy even?

 
What alternative children streaming service could knock back Disney by even 1/10 of 1%? The mouse is the king for many dozens of reasons, some brand new character or shows aren’t going to phase them now. 

 
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And not to be the source police, but pjmedia/Trafalgar group are absolutely going to attack wokeism and produce content that makes it seem wokeism is bad for business and America and apple pie. But even if they were neutral, Disney absolutely researched the cost of offering more diversity vs the cost of losing scared old people and decided their long term business health would be better saying goodbye to the latter and leaning into the former. 

 
FreeBaGeL said:
Not trying to be a jerk or anything, but that's about the most bizarre thesis I've ever read for buying/selling a stock, and I've read 68 posts about gamma squeezes in this thread alone.
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Not to mention the whole “being uncomfortable with LGBT”‘ comment in 2022. Bizarre post. Unfortunately that’s the next dumb ### culture war that turns people against things they didn’t even care about previously. 

 
FreeBaGeL said:
Not trying to be a jerk or anything, but that's about the most bizarre thesis I've ever read for buying/selling a stock, and I've read 68 posts about gamma squeezes in this thread alone.
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Whether a business is going to lose customers is a bizarre thesis? 

Give me a break. 

 
Capella said:
Not to mention the whole “being uncomfortable with LGBT”‘ comment in 2022. Bizarre post. Unfortunately that’s the next dumb ### culture war that turns people against things they didn’t even care about previously. 
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I don't want to get dragged into the social/political discussion but you have to be very tone deaf if you think that people being uncomfortable with their young children being consistently fed gay/trans characters/themes/situations/storylines etc is not something some people are not comfortable with. You can keep your comments to yourself unless they have some actual worth to the discussion of the price of the stock. Go feel superior about whatever you think elsewhere I have no interest in it. 

The reality is that there are people who care about whay their children are exposed to at what ages. There are people who are increasingly deciding to spend their money keeping their mind of what their thinking/values are and if the companies line up with those. That is true of both "sides". 

When it comes to stocks, I make decisions based on what will be best for me financially. I own a lot of weed stocks and have never touched it once in my life and have no plans to try it either. 

My question that I am wondering about the stock. If you don't have a comment that has anything about that then just go to the political threads and tell everyone how bizzarre and horrible or whatever else you want to say about me. I don't care. Here, talk about the stock and save the condescending comments for you echo chamber dinner parties. 

 
McBokonon said:
And not to be the source police, but pjmedia/Trafalgar group are absolutely going to attack wokeism and produce content that makes it seem wokeism is bad for business and America and apple pie. But even if they were neutral, Disney absolutely researched the cost of offering more diversity vs the cost of losing scared old people and decided their long term business health would be better saying goodbye to the latter and leaning into the former. 
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Yea, I am not familiar with either sources. 

Are you sure about them researching this? I mean, the leaked videos had nothing in them about researching the business position. Also, there was no research about opposition of the law in FL until a bunch of employees got vocal and marched out of work. It all seems to be reactionary to me versus thinking through the best business route forward. 

 
Chadstroma said:
Whether a business is going to lose customers is a bizarre thesis? 

Give me a break. 
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Twitter has 1000x the political/woke backlash of Disney, with an alternative that that has 1 million times the funding and celebrity power more than the as of yet uninvented Disney alternative you're dreaming up, and it has effected Twitter's bottom line essentially zero.

There have been dozens of companies in the limelight for wokeness over the years.  Whether it be race or sexual preference or now gender identity, it always goes the same and doesn't matter in the end.  A handful of emotional people getting riled up and ranting on social media and then forgetting about it two weeks aren't going to change a quarter trillion dollar company's bottom line.  Few people are actually going to follow through on denying their children the happiness that all the other little kids are getting to make some stand, and the few that do are immediately canceled out by the people that spend extra in support of it.

It'll all eventually be everywhere anyways, and people will just have to accept that if they want to watch TV or movies or generally have fun sometimes there are going to be gay people/characters out there.  The same way people in the 70's eventually had to accept that about interracial couples in entertainment :shrug: .  That will happen long before some magical alternative to the insanely massive kid conglomerate of Disney is ever thought up, much less executed on.

I have a pretty decent chunk of Disney stock.  This is like 1,134th on the list of things I'd worry about for it.  The likelihood it ever actually affects the stock price is infinitesimal imo.

And, as others have mentioned, Disney I'm sure has done the calculations on this.  Multi billion dollar public corporations aren't exactly known for their altruistic behavior at the expense of their bottom line, so I doubt this is politically or societally motivated so much as it is motivated by the profits.

 
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Chadstroma said:
I don't want to get dragged into the social/political discussion but you have to be very tone deaf if you think that people being uncomfortable with their young children being consistently fed gay/trans characters/themes/situations/storylines etc is not something some people are not comfortable with. You can keep your comments to yourself unless they have some actual worth to the discussion of the price of the stock. Go feel superior about whatever you think elsewhere I have no interest in it. 

The reality is that there are people who care about whay their children are exposed to at what ages. There are people who are increasingly deciding to spend their money keeping their mind of what their thinking/values are and if the companies line up with those. That is true of both "sides". 

When it comes to stocks, I make decisions based on what will be best for me financially. I own a lot of weed stocks and have never touched it once in my life and have no plans to try it either. 

My question that I am wondering about the stock. If you don't have a comment that has anything about that then just go to the political threads and tell everyone how bizzarre and horrible or whatever else you want to say about me. I don't care. Here, talk about the stock and save the condescending comments for you echo chamber dinner parties. 
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You are clearly fine to have the opinion on this stuff that you do, but I would argue that your opinion is much more of an "Echo chamber" situation than the other opinion. 

Regarding the stock, DIS has for years done a fantastic job "reading the room" on things like this and clearly they have been more conservative than most media giants in terms of sex, smoking, cursing, etc. So if they are allowing some of this new "sexuality" into their shows, I would bet that they have done the research and it won't impact their sales or the stock price that much. I don't think that Nike was killed by Colin Kaepernick, right?

However Chad might be right and they may be making a mistake. I would just hazard my opinion that it's much more likely that they know what they are doing. 

 
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