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Stock Thread (25 Viewers)
- Thread starter St. Louis Bob
- Start date
I will say that, if you look at the NERV premiums in a vacuum, ignoring where they were one week ago, they are still attractive. I would not steer someone away from selling some $7.50 puts for June which still pay a pretty rich premium. Kind of like buying CYDY when it was at $1. Not getting at 30 cents, but still a good opportunity for payout.
sporthenry
Footballguy
Yeah. Hasn’t moved how I’d want but I’m not going anywhere. Don’t see anywhere else to put money. Supported by the asset value. Today seems like a rally on air so makes me think yesterday was some capitulation and hopefully shorts closing up shop. Doubt they want to be paying these dividends.Let’s hope he marks the bottomKuppy called bottom yesterday, too.
I supposed there is a worst case scenario where tankers are worth less than what they’ve been selling at. But that would seem like a bad confluence of events. You’d essentially need a V or a quick bounce to get rid of the inventory followed by a very slow recovery and or quick bounce back in production to keep oil prices down. I also don’t appreciate the dynamics in terms of shipping but most of these tankers don’t seem based in the US. So while US production cuts hurt the contango trade, seems like they’ll still need tankers to move oil places. There is also the whole scrubber dynamic where they’ll just take them off line if rates get that bad.
skycriesmary
Climbing up the Walls
Anyone here in INSG? I'm thinking the level here looks good for 20-30%. Applying a stop just under $9.50
I may buy in again for the 3rd time - RevSharks stock pick of the week.
In fact, I just did. It's like 15% below my last sell.
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skycriesmary
Climbing up the Walls
Jefferson the Caregiver
Rebel Without A Pause
Q2 is going to be a lot worse for many companies so reality may set in during that earnings period. Will really depend on how good the outlook for this recovery is but could see a more prolonged dip at that point.
Jefferson the Caregiver
Rebel Without A Pause
Really hope that they can finish this 75 patient trial by end of May. After hearing that, Im not sure Im convinced. Lots of red tape just to get started and we know its not a slam dunk to enroll patients.
If that delays, we may see a drop in stock price.
This is gonna end so badly for some.
Tiny investors are historically bullish. Last week, the smallest of options traders (those who trade 10 contracts or fewer at a time) positioned themselves to bet on a rally, buying bullish calls and selling bearish puts at a record pace, according to Sundial Capital Research.
“When we look at a group of traders who tend to be wrong at emotional extremes, the warning sign is clear,” said Jason Goepfert, the president of Sundial. “There is no data we follow that is more worrying than this.”
https://twitter.com/hmeisler/status/1263186553255473152
https://twitter.com/lisaabramowicz1/status/1263053839328055297
Stock trading is the new sports betting. Three of the top online brokerages had almost 800,000 sign-ups in March and April. “I’m not here for the long run - I just want to throw a thousand bucks at something to see if I can make a few hundred.”
Tiny investors are historically bullish. Last week, the smallest of options traders (those who trade 10 contracts or fewer at a time) positioned themselves to bet on a rally, buying bullish calls and selling bearish puts at a record pace, according to Sundial Capital Research.
“When we look at a group of traders who tend to be wrong at emotional extremes, the warning sign is clear,” said Jason Goepfert, the president of Sundial. “There is no data we follow that is more worrying than this.”
https://twitter.com/hmeisler/status/1263186553255473152
https://twitter.com/lisaabramowicz1/status/1263053839328055297
Stock trading is the new sports betting. Three of the top online brokerages had almost 800,000 sign-ups in March and April. “I’m not here for the long run - I just want to throw a thousand bucks at something to see if I can make a few hundred.”
Polish Hammer
made of glass
Capella
Footballguy
Capella
Footballguy
What was your cost on it. I’m still holding but it’s getting tempting. I think Todem is bearish on it but I don’t mean to speak for him.
Polish Hammer
made of glass
McBokonon
Footballguy
Capella
Footballguy
I think it hits 130 but I am nooooooooo expert. 20% is a nice rake though. Gotta consider it imo
Todem
Footballguy
That’s great.....but if anyone thinks they are going to have the same revenue over the next 12 months.....as they did in 2019 you hold. If you feel like I do that is a pipe dream you know this stock is vastly over priced here.
McBokonon
Footballguy
No, but who do you think is going to be on those balloons attached to the bed? ####### Goofy, that's who.
McBokonon
Footballguy
Capella
Footballguy
Furthermore, it traded between $90 and $120 for 5 years, including touching $120 in 2015. We're approaching 3rd quarter 2019 pricing and the revenue won't sniff that. Any COVID flare up and it tumbles.
Lastly, give me one reason why I should buy it today at $120 rather than Amazon?
Todem
Footballguy
Long term...I am bull.
Short term I am bearish. Anytime it dips into the 90’s we buy and trade it in this bear market enviroment. I have no confidence they are the earnings powerhouse they were for a few years. It is just not practical to even dream that will happen. I know they have cultish clients......but I am sorry....people are not bum rushing theme parks in the near future. And if they do.....good luck to them. Remember 50% of their revenue is theme park related. Also their movie studio is going to take a hit short term as well.
This stock is a clear over priced stock here. If you cannot see it.....what can I tell you.
If you are up 20% plus.....sell. Wait for another retreat when fundamentals return.....buy it back. Rinse and repeat. Unless we see people have lost their minds and fill the theme parks to capacity......they cannot have he earnings that justify the price here.
Now......of course there are stocks that defy logic (Tesla) but Disney has not been some amazing performer. It has not actually. Before Disney plus it was languishing in the 90-100 range.......all of a sudden they stream and they are worth 150? Come on.
Anyway. I have made my point on DIS ad nausea. Trade it. And keep tasing it until we see things trending to back to a normal revenue environment for them so the next time you buy it sub 100.....you go long.
Just my opinion.
I was a strong buyer in the 80’s in March for that split second it was bottoming. But at this level? Not a fan with the headwinds.....and they have mighty headwinds ahead.
Todem
Footballguy
FYI I am completely out of DIS across all accounts. Just pushed the button.
This is dumb. We will get it again lower from here and we just booked some very healthy profits on a company that will have a major earnings recession. Not expansion.
This is a strong sell here.
This is dumb. We will get it again lower from here and we just booked some very healthy profits on a company that will have a major earnings recession. Not expansion.
This is a strong sell here.
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Todem
Footballguy
What matters is selling high and buying low when you have a company that is clearly not going to produce revenues it had the last two years.
And then being able to buy it back lower. It will no doubt sell off again. Once the earnings fundamentals take over again. And if it does not...so be it. They pay a puny dividend (which is suspended right now) and their growth prospects are low for the next 12-18 months.
This is too obvious. I have no problems selling here.....and not looking back about it. It will not get away from us. No way.
ghostguy123
Footballguy
Is anything a strong BUY at this point?
My 403b is all stock but I am now 80-90% cash in my brokerage/roth (not a lot in there since I just started it). Sold everything but CYDY the past couple days.
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Capella
Footballguy
Todem
Footballguy
Todem
Footballguy
At this moment......other than telecom (T, VZ) financials (JPM, DFS) REITS (WRE), Oil (PEO, XOM, CVX) No.
You will have opportunity to buy again. This is a range bound market.
My Value hat is firmly on. Very cautious here with this rally. Just knowing the earnings headwinds we are going into.......this is a traders market in terms of taking advantage of these swings.
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Polish Hammer
made of glass
I have some small positions in most of those right now (thanks to you). Any of them you'd buy at current prices or wait until they drop down? I have no VZ, XOM, CVX. Very small amount of WRE.
Todem
Footballguy
Wait.
We will have another small pullback. This market will go sideways like this thru at least the election. We have time. I will post here when I am nibbling at those names like I did last week.
And for oil I really suggest PEO for most of you.
The only one I would have bought today if I did not have would be VZ.
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The Ref
Footballguy
Back when the free $ for everyone was announced, I was wondering about that $ and whether the market was going to go up and u p and up until they sucked those people in. Seems that is happening. Shades of dot com bubble where the same thing happened. Your plumber was telling you how he's killing the market.
We shall see because this is unsustainable. It always is and it's been 12 years since the plumbers in the market have said 'never again', i hate the stock market'.
Judge Smails
Footballguy
Casino REITS. Thoughts? GLPI MGP VICI
McBokonon
Footballguy
I've had SE (Sea Limited) on a watchlist for a while and decided to start a position today because I can't watch it move up anymore. Digital platform based in Singapore, they kind of do everything. E-Commerce, gaming, and digital payments. Outside of CYDY this is going to be my other speculative home run swing as I try and be the @Capella of SE Asian non-China Amazon. I'll put a stop in but giving myself some leeway to average in. Anyone else watching this company? Not a lot of coverage.
https://www.seagroup.com/home
https://www.msn.com/en-us/money/stockdetails/nys-se/fi-a22qp2
https://www.seagroup.com/home
https://www.msn.com/en-us/money/stockdetails/nys-se/fi-a22qp2
Capella
Footballguy
What if your last sentence was March? I know 3 people who punted into the safe funds then and haven’t come back.
But we never capitulated. In fact it's been so long since we had real capitulation, a lot of people forget what it really looks like. A drop down this fast and recovery this fast is not even remotely painful.
Basing it on all the new online trading accounts. There is a ton of really dumb money pouring into the markets. Then I look at my trading. Even the bad moves I regret just after buying, end up winners. That's nuts.
steelerfan1
Footballguy
Tell that to the people who sold at DOW 21k expecting the market to go to DOW 15K (plenty of posts in this forum expecting the DOW to drop lower than it did). We've never had a meltdown like this before or such an obvious buying opportunity. I would say smart money poured into the market.
Do you buy VZ and T mostly for the steady dividend or expect price increases in the stock too?
Capella
Footballguy
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Capella
Footballguy
I’m up 43% since March 12 which seems to be the low date in my account. I’ll tell my kid about this one day if he would care, which he won’t.
Congrats on the round number although I have no idea which one it is. I hit a great milestone in my total portfolio during this shutdown, which makes little sense. No chance I would have thought I’d hit even just 3 years ago. Wasn’t even thinking about retirement back then and now I check Zillow for houses near the beach and lake because I’m effin tired of the grind! Still 10+ years from real retirement age, but I can dream.
I’m up about 60% in both of my trading accounts (one taxable, one IRA). I haven’t really checked but 3/16-3/18 was the bottom for most of my stocks.
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