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Stock Thread (15 Viewers)
- Thread starter St. Louis Bob
- Start date
-OZ-
Footballguy
General Malaise
Footballguy
chet
Footballguy
Nadar had a conference call and completely botched it again. #notselling
If you have dry powder, then now would be a good time to add IMO.
Bossman
Footballguy
Seems like this isn’t just a one day phenomenon so I’m going to wait a bit. Maybe we’ll have an end of the day purge too.
Bag of cash depending on when you bought it. I wish I was able to travel back in time to October when I decided to buy ZM at $65 (a great buy) instead of TDOC at $65. I’d smack myself in the head and just say buy both moron.
Bossman
Footballguy
Kernen is terrible and has been for years. I feel sorry for the people watching him instead of Bloomberg.
unckeyherb
Footballguy
Bob Sacamano
Footballguy
I'm in at much lower levels, but I don't even know if it's the "doc" I like best out of all of this. Think DOCU* sees additional wins from more remote work, and I was already a fan before this. Anytime a noun becomes a verb...
Bob Sacamano
Footballguy
*ADBE, too, but I'd love a better entry point.
steelerfan1
Footballguy
skycriesmary
Climbing up the Walls
Post it here next time so at least one of us can benefit gb.Made a note last night to buy some TAP this morning. Took the dog out for a walk and since I've gotten back just watching it run away from me.
General Malaise
Footballguy
Don't Noonan
Footballguy
TripItUp
Footballguy
Anybody want to talk me out of LUV? (Southwest Airlines)
- strong balance sheet
- less impacted by international travel restrictions
- good chance of gaining marketshare
- will pop with vaccine
- trading well below 52 week high (currently at 33 was at 58)
- strong balance sheet
- less impacted by international travel restrictions
- good chance of gaining marketshare
- will pop with vaccine
- trading well below 52 week high (currently at 33 was at 58)
Last edited by a moderator:
Bob Sacamano
Footballguy
STNE!
Don't Noonan
Footballguy
I like it. However, I bought at $23 a few weeks ago and sold at $26 so I am kicking myself for not holding. I will probably buy again on a dip though.
Someone posted this a month ago when the stock was trading at $29. Sounded good so I bought and it proceeded to drop to $23. All good now for me, but I would suggest nibbling in if you like it.
Things to consider
1) Southwest has more future fuel contracts than it's peers and it locked those if when fuel was significantly more expensive.
2) AAL and UAL are trading at 70% discounts, LUV is only 40%. The less impacted is already priced in and then some.
3) All airlines will pop with a vaccine.
4) I'm not sure how much profit there is in limited capacity flights.
I did buy more right about here, but got 10k of shares around $1, so I can hold our a little more.
sporthenry
Footballguy
Hey, I resemble that remark. But don't look now. Tankers up ~10% over the past few days. I've probably had my expectations for tankers tempered. Probably not getting a double so in this market when everyone is hunting for those, may not be loved. But especially with the recent beating and 2Q record results, going to be getting a nice shareholder yield. I'll wait to get that back but still think there are 20-50% upside on these.
It comes down to your belief on the economy. If you think things open up and we're back to normal, then sure, bunch of other stocks have a lot of room to run. But if we get a hiccup, those stocks have rallied quite a bit. Fed probably backstopped the levered guys a bit so PENN won't hit $5 but nothing to say it won't get halved from here. I do like the risk / reward in tankers because they're going to have record earnings in 2Q while everyone else puts up negative earnings. Everyone points to 2021 on all these other stocks but it isn't like tankers will be worthless then. You also have more of a floor in those stocks IMO given the hard asset value. I know hard assets aren't in vogue nowadays but I'd rather own a ship that has scrap value than the IP to Barstool sports but that is just me.
caustic
Footballguy
Even more tempting today with BUD and DFS up another 5 and 10 percent. Are you taking profits or sticking it out for more?
TripItUp
Footballguy
I hate UAL...wouldn't mind them going BK to be honest.
I do like AAL though...I'll take a look there.
Just opened a half position in TGT
I really like Target and have been thinking about buying it for months now. I think it is definitely one of the retailers positioned to survive and thrive going forward. I have a larger position in WMT and these are both long term holds for me, but I think TGT has higher upside. Walmart and Costco really had strong quarters due to stockpiling for Covid19. And Walmart gets about half their sales from groceries which are very low margins.
There are tons of retailers that have or will be filing for bankruptcy. This market is over $10B that will need to be fulfilled in some manner, and while I'm sure that someone that regularly shopped at say Niemann Marcus isn't going to go straight to Target, Target has really strengthened their clothing brands the past few years, so shoppers from say JCPenney certainly will be looking for a place to shop. I actually think Kohls is going to struggle a lot as well and Target is going to bite into their shoppers.
Lastly, tons of people will be WFH now a lot more. These people do not need to spend lots of money on fancy clothes. Comfort will dominate.
On the options front I got out of my TTD puts earlier today for a much smaller loss than I anticipated, almost broke even on those effing things. And have some open call interest in AMD as this one is just getting hammered unjustly. I already have a decent position in NVDA so I don't want to get too semi heavy, but I think we'll get a quick bounce here and AMD is a strong company.
I really like Target and have been thinking about buying it for months now. I think it is definitely one of the retailers positioned to survive and thrive going forward. I have a larger position in WMT and these are both long term holds for me, but I think TGT has higher upside. Walmart and Costco really had strong quarters due to stockpiling for Covid19. And Walmart gets about half their sales from groceries which are very low margins.
There are tons of retailers that have or will be filing for bankruptcy. This market is over $10B that will need to be fulfilled in some manner, and while I'm sure that someone that regularly shopped at say Niemann Marcus isn't going to go straight to Target, Target has really strengthened their clothing brands the past few years, so shoppers from say JCPenney certainly will be looking for a place to shop. I actually think Kohls is going to struggle a lot as well and Target is going to bite into their shoppers.
Lastly, tons of people will be WFH now a lot more. These people do not need to spend lots of money on fancy clothes. Comfort will dominate.
On the options front I got out of my TTD puts earlier today for a much smaller loss than I anticipated, almost broke even on those effing things. And have some open call interest in AMD as this one is just getting hammered unjustly. I already have a decent position in NVDA so I don't want to get too semi heavy, but I think we'll get a quick bounce here and AMD is a strong company.
Buy at $20, sell at $30. My current shares are free.
While you may hate UAL, it's been a great trading vechicle. It's like having a Blooming Onion while getting a happy ending.
NajehHejan
Footballguy
Just bought some SE, BUD, TAP because FBG say stonks go up
I posted around that time, wasn't the best timed purchase ever but is positive now...
Bossman
Footballguy
General Malaise
Footballguy
ConstruxBoy
Kate's Daddy
chet
Footballguy
Todem
Footballguy
Unless another black swan happens....the lows were put in on March 23rd. The easy money has been made.Experiencing some fomo right now with some cash on the sidelines. Is this train going to keep going and push through like nothing has happened. Just a small bump in the road.
With that being said.....we will have pull backs. No doubt. It is par for the course. If you have some cash, I would not be rushing into this rally. No reason too. We have a long way to go. And I have been around for a very long time to know at some point the fundamental will meet the road and we will see some bumps again and no question this is not a straight line up. There are well over 35MM american out of work right now.
Let that sink in for a moment.
This is a consumer based economy.
All the jobs are not coming back on the flip of a switch. We are going to have some serious mud to wade through her over the next 6 months. Buy the dips. That is all I will say. Have a list of stocks you really want to own for the long term and simply buy the dips.
March 16th-23rd was a once in 10 year chance to buy a fire sale. Literally a massive fire sale. If we see that again it will be because we are shutdown again (which IMO is simply not going to happen).
Demand is pent up but also know certain industries will take massive earnings hits over the next 6-12 months. And when those fundamentals come into play the stocks will price accordingly.
I am loaded up on the master list. I stick with those industries with clean balance sheets (save for BA right now but IMO they will roar back in due time), strong dividends and can’t live without type industries.
People are not going to be traveling nearly as much, discretionary spending will go down. At the same time I think residential real estate will remains stable and actually increase because in my mind we are no doubt going to have some real inflation in the next year......10 trillion has been thrown at this thing. 10!!!!! Let than sink in too.
The markets will be a wild ride for a few years......but having great/fundamentally sound yields in your portfolio get you through the tougher times.
So again.....buy the dips, don’t chase the market. Let it come to you.
Don't Noonan
Footballguy
