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Stock Thread (36 Viewers)
- Thread starter St. Louis Bob
- Start date
cosjobs
Footballguy
-OZ-
Footballguy
cosjobs
Footballguy
Yeah, probably so. But there is always an initial reaction to earnings, a more studied reaction throughout after hours, a usually different verdict at Open and something entirely different where it settle that afternoon, before a final swing the other way the next morning.
cosjobs
Footballguy
Jefferson the Caregiver
Rebel Without A Pause
Going to come down to Q2 guidance, they acknowledged ad sales had significant slowdown in March. Ad sales 80% of their revenue
drunken slob
Footballguy
Disappointed I didn't get more Marathon (MRO) when I took the plunge. Up 27% since my purchase.
Going to take a look back at my notes later to see if I can find any more bargains in the oil and gas industry.
Going to take a look back at my notes later to see if I can find any more bargains in the oil and gas industry.
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Sputnikv8
Footballguy
dayuuummm!
beef
Footballguy
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sporthenry
Footballguy
Creative Realities, Inc. ("Creative Realities," "CRI," or the "Company") (NASDAQ: CREX, CREXW), a leading expert and provider of digital marketing solutions, announced today the launch of an AI-integrated non-contact temperature inspection "station" known as the "Thermal Mirror," which is available for immediate order in North America.
These things usually end well. They already changed their website to be a COVID play. I give them credit but can't imagine they have much of a competitive advantage here.
James Daulton
Footballguy
TripItUp
Footballguy
After buying some stock near the bottom and then selling to lock in some gains, I've been on the sidelines for quite some time.
Really struggling to identify value as the FANG stocks appear to appropriately valued or maybe even slightly overvalued.
Looking at the following:
Really struggling to identify value as the FANG stocks appear to appropriately valued or maybe even slightly overvalued.
Looking at the following:
- Marriott
- Berkshire Hathaway
- Home Depot
- JPM
- OKTA
Been holding it since I bought in March and going to let it sit with the longs. 
NREC34
Footballguy
I’ve had 100 shares for a couple of days. I’m surprised the market hasn’t rolled over yet.
cosjobs
Footballguy
Small caps held up and amazingly continued their rally. It was the value ones. Growth ones were not rallying.
I left the casino at the close. Total gamble since we are right in that spot where it can go either way.
Thanks. I guess it’s a good hedge as I beat the sp500 by a half percent today despite losing 4.5 on it
sporthenry
Footballguy
Yeah, small cap value which I believe is more junk debt companies is a positive sign for the market.
I mean if GOOGL is going to rally on this, nothing matters. Read they gave guidance on the call that would be down 50% y/y but will have to read the transcript. 1Q earnings matter less than 2Q earnings so if people don't care about that then probably time to sit out.
sporthenry
Footballguy
https://www.hollywoodreporter.com/news/amc-theatres-refuses-play-universal-films-wake-trolls-world-tour-1292327
So AMC refusing to play movies from the third largest studio in 2019 because of Trolls. Obviously AMC is the largest player in theaters but Universal also has Comcast behind them. I suspect Aron is just trying to puff out his chest a bit as he seems to like doing that. I kinda hope he/they get what is coming to them.
So AMC refusing to play movies from the third largest studio in 2019 because of Trolls. Obviously AMC is the largest player in theaters but Universal also has Comcast behind them. I suspect Aron is just trying to puff out his chest a bit as he seems to like doing that. I kinda hope he/they get what is coming to them.
Capella
Footballguy
LOL amc the world is changing and you are getting left behind. Apparently the studios make 30% more releasing straight to home. The theatres are doomed.
Jefferson the Caregiver
Rebel Without A Pause
I clearly can't read this market if Google rallies. Will see what Facebook reports but will be willing to say that I have a really bad read if that goes up too.
-OZ-
Footballguy
Capella
Footballguy
General Malaise
Footballguy
I haven't been to a movie theater in 10 years. The desire to overpay to watch something in a crowded room full of strangers who will pay $9 for soda abandoned me long ago.
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Capella
Footballguy
https://seekingalpha.com/news/3565740-covidminus-19-vaccine-be-ready-for-emergency-use-fall
Pfizer ready to play ball
Pfizer ready to play ball
fruity pebbles
Footballguy
Capella
Footballguy
The General
Footballguy
Bought some of them last week after listening to a guy talk about how we are going to ultimately need to produce 100’s of millions of the vaccine. In my limited research vaccine producers kept coming back to Pfizer.
cosjobs
Footballguy
![[icon]](/data/avatars/m/5/5167.jpg?1660313464){kind=avatar}
[icon]
Insoxicated
What's your target price?
What impact do you see out of the debt bubble?
IF this drags a bit, people are going to default on CC debt. Several CC companies are already starting to cut people's limits to "limit folks ability to get in too much debt" (aka limit their exposure).
A few (Chase and Discover namely) haven't taken those actions yet. I have a 30k visa line with chase they haven't touched yet. My citi, Amex, and BOA limits are all untouched yet, either.... but reports are surfacing,
Dunno... what happens to these banks if CC debt flops a bit? What are the odds here? (PLZ HELP Folks who are smarter than I am at this stuff)
[icon]
Insoxicated
I like them long too, I guess I'm just curious about the risk in next 12-18mo to the P/E or dividend, Wouldn't be the first div casualty of this year.
Maybe I'm worried about nothing.
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sporthenry
Footballguy
Didn't see any guidance so not sure what the people on twitter were talking about. Said exited the quarter with Google search revenue down in the teens and haven't seen that deteriorate much in April. Youtube was down single digits.
Perhaps that is better than feared. But they pretty much said that ad revenue follows the macroeconomic environment. So maybe folks still holding out hope for that V recovery. Or people betting on the Fed.
Jefferson the Caregiver
Rebel Without A Pause
Yeah not really guidance but I think what people are referring to are the comments that they made about the upcoming quarter during the call. It was a little mixed although Porat did say that the second quarter was going to be a difficult one for their ad business. Considering this is 80% of their revenue, not sure what makes this go up.
Starting to think I may have a bad read on this though. These ad based businesses seem to want to go up, at least in the short term.
Fully expect that Facebook is going to follow suit tomorrow, likely a little worse but not sure how much it will hurt them anymore.
Bob Sacamano
Footballguy
I'd have a hard time placing too much reliance on any dividend right now. But their Q1 loss was due to putting up $1 billion in loss reserves. Can they blow through that? Sure. But it's a start in recognition of the pain to come. Question is if enough is baked into the current expectation.
In theory, why should there be a huge debt bubble? I know there are people struggling, but is it really that many? If we are going back to work in May/June, wasn't the Federal response with stimulus and the $600 unemployment bump enough to keep most people afloat?What's your target price?
What impact do you see out of the debt bubble?
IF this drags a bit, people are going to default on CC debt. Several CC companies are already starting to cut people's limits to "limit folks ability to get in too much debt" (aka limit their exposure).
A few (Chase and Discover namely) haven't taken those actions yet. I have a 30k visa line with chase they haven't touched yet. My citi, Amex, and BOA limits are all untouched yet, either.... but reports are surfacing,
Dunno... what happens to these banks if CC debt flops a bit? What are the odds here? (PLZ HELP Folks who are smarter than I am at this stuff)
DFS actually had a great Q1 when you consider the bolded. I was shocked to see the drop after earnings and immediately added more. Basically they said they crushed Q1 and were going to be smart and set some of those profits aside for tougher times. Dang that was a gift of an opportunity.
