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Stock Thread (9 Viewers)

From Doug Kass: week away from month and quarter end. According to Goldman Sachs month end pension fund rebalancing will result in the need to buy over $210 billion in equities! Be aware!

 
The biggest ad event of the summer is cancelled and TTD is up today.  Makes no sense.  On top of ad budgets getting cut, traffic is drying up.  I can't see how this one doesn't go down pretty big again in the short term.

 
Jefferson the Caregiver said:
The biggest ad event of the summer is cancelled and TTD is up today.  Makes no sense.  On top of ad budgets getting cut, traffic is drying up.  I can't see how this one doesn't go down pretty big again in the short term.
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I hope so. Nearly completely on the sidelines still. My own fault for not nibbling the price down.

 
Jefferson the Caregiver said:
You will get another chance for sure.  I wouldn't touch anything that is directly tied to advertising until we get a clearer idea of how deep a recession this is. Its always slow to recover.
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Their biggest growth was streaming advertising. I’m holding them and don’t plan on selling. People are watching way more TV. NBC is losing out but streamers likely aren’t.

 
lod001 said:
Why is the Nasdaq lagging other indexes? Because that is where all my big money is.  :bag:
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This is 100% a correctional rally.  There are a few anecdotal outliers but almost universally every move is the inverse of what the move has been over the last week or so.  The stocks/indices that are rallying the hardest are the ones that were falling the hardest before (hotels/airlines/cruise).  The stocks that are making small moves one way are the ones that were making small moves the other way before (amzn).  The stocks that are losing today are the ones that were rising against the market before (costco, zoom, walmart, grocery stocks).

Nasdaq was beating the DOW/SP500 by 1-2% every day over the last week so it makes sense that it would rally slower during the correction of that.

 
chet said:
It's a paid article (by CYDY) so while I believe the science, I have my doubts that POTUS is going to mention them.  I should have mentioned that in my post.
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The presidential mention is borderline comical.

Injecting two more patients is potentially something, though. You have to assume the physician isn't looking at the first two patients and going, "This did absolutely nothing. Let's try it on two more people."

 
Bob Sacamano said:
The presidential mention is borderline comical.

Injecting two more patients is potentially something, though. You have to assume the physician isn't looking at the first two patients and going, "This did absolutely nothing. Let's try it on two more people."
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I think you're spot on on both counts.  They really need to look at their PR strategy--that article was poorly written and if the possibility of a mention was made up, I think that's horrible. 

 
chet said:
I think you're spot on on both counts.  They really need to look at their PR strategy--that article was poorly written and if the possibility of a mention was made up, I think that's horrible. 
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Their PR is making me want to dump my shares. Feels more like a pumper than a company. 

 
Daughter loves Chilli’s and has been learning about stocks in school so I grabbed some EAT for her yesterday to get her going.   It’s doing pretty well. 

Other ones loves Starbucks.   Not as well but doing good.  

Figure if I can get them interested at 13 and 16, sky is the limit for them going forward.

 
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lod001 said:
Why is the Nasdaq lagging other indexes? Because that is where all my big money is.  :bag:
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I posted in here yesterday about that. Most of my holdings are Nasdaq as well. I was up around 11% since Wednesday compared to the S&P. Look at Amazon and ZM. They’ve held up well so they aren’t taking part (ZM is down). The rally seems more about stocks that were way done. I have a lot of AMZN, so while my other stocks are doing well, I’m not up as much. My IRA is doing better and when I looked before every stock was up but 24 of my 32 stocks were up over 10% today. My taxable account’s biggest holdings are AMZN and ZM so it’s having an up day but not crazy. 

 
The Ref said:
I don’t care - it’s moatloads time for CCL
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IMO if we bail out CCL every ship that is based in the US should be forced to have a US flag instead of a Bermuda flag.  That we bail out all these foreign boats astounds me.  The US doesn't get its fair share of taxes from any of these companies.

---

As far as the rally today - cash is still king.  Sitting tight at about 80% cash.  

 
When the stimulus bill is signed, at that point, I anticipate a quick pop, maybe 1k points on the DJIA; that's the pop to sell.

Even though none of you appreciate this ####, you're still welcome. 

 
fantasycurse42 said:
When the stimulus bill is signed, at that point, I anticipate a quick pop, maybe 1k points on the DJIA; that's the pop to sell.

Even though none of you appreciate this ####, you're still welcome. 
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Say what you think dude. I read it and welcome it regardless of it being long or short as long as it's what you believe. 

 
lod001 said:
Say what you think dude. I read it and welcome it regardless of it being long or short as long as it's what you believe. 
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If it plays out like I laid out, it will be another amazing call laid down right here. The odds of it playing out like that are low, but my conviction is high.

Thought process is simple and straightforward; Today we're pricing this stimulus bill in one fell swoop. The algos will instantly buy the bill passing, human intervention will then sell. 

 
DrJ said:
See for average people like me, this is too hard to do.     I’m best off just getting it in when I feel right, and ignoring every bit of news that happens after that lol. 
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Oh and just keep buying figuring if it gets worse that means I get some cheaper buys.  If it gets better, well, I was good getting it in when I did.      To me there’s no way to predict short term movements.   

Then wait for the next bull run and slowly take some profits as it happens and wait for this to happen again.... and try and be even better prepared than this time.   

 
JerseyToughGuys said:
What's the inverse VIX ETF of choice? 
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EXIV I believe, but you will most likely be disappointed in it. TVIX is down 31%, that terd is only up 13%. It's too good to be true because there is no doubt that the ^vix will eventually be back at 12 or so but you will not make what you think with EXIV.

It cant' even beat the average stock on the way up.

 
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Like the idea these are once in a lifetime chances isn’t really true to me.   It happens once every 7-10 years so most of us will get a chance to do this all again.   Key is to do as well as you can, learn from it, and be ready.    And don’t forget what you learned 10 years from now like most people will 

 
The Lost One said:
Thx, i got BA at about 97 and we talked, so holding long there.  I didn't buy into any GLPI, is that still a recomend or are there better lower priced, stock opportunities out there?
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Love GLPI. If you are going long (which you are) it is still at a good value. Just not as good as last week (LOL). Up to you if you want to wait for the anticipated re-test a lot of us expect of the lows and making possibly new lows in the next few weeks. 

 
lod001 said:
EXIV I believe, but you will most likely be disappointed in it. TVIX is down 31%, that terd is only up 13%. It's too good to be true because there is no doubt that the ^vix will eventually be back at 12 or so but you will not make what you think with EXIV.

It cant' even beat the average stock on the way up.
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Agree.....this is strictly a day trading device. Get in today.....get out tomorrow rinse and repeat. 

I simply do not like these things. They are designed for you to lose.....and lose a lot. Just buy great stocks. 

 
So, what's the play for the short term bounce? I'm thinking of getting in for a week long duration. SPXL if you have the balls.

 
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Im long on most of my portfolio with some cash to make some short term plays.  Obviously want our economy to succeed but if I'm going to nibble, its not anything long at this point.

Got back in with some protection to the downside today with puts on TTD, DIS and LYFT.  

 
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