What's new
Fantasy Football - Footballguys Forums

This is a sample guest message. Register a free account today to become a member! Once signed in, you'll be able to participate on this site by adding your own topics and posts, as well as connect with other members through your own private inbox!

Stock Thread (6 Viewers)

Just be aware this is just a random blogger offering up his opinion.   From what I could see of his profile I am not sure how scholarly he is.  

Not dismissing the possibilities of Leronlimab, just don't want folks thinking this is more than a guy on the internet offering up his thoughts.
User name checks out 

 
Just be aware this is just a random blogger offering up his opinion.   From what I could see of his profile I am not sure how scholarly he is.  

Not dismissing the possibilities of Leronlimab, just don't want folks thinking this is more than a guy on the internet offering up his thoughts.
Wasn't aware of the basket trial model and thought that the article was well organized and thought it expressed a valid caveat re share numbers. May be I'm just easily influenced.

 
Wasn't aware of the basket trial model and thought that the article was well organized and thought it expressed a valid caveat re share numbers. May be I'm just easily influenced.
Yes, it did have a lot of good information in it.  I certainly hope much of what says does come to fruition.

 
Looks like SQ may get pummeled on earnings and this one should stick.  Expecting another downturn for them.  Such a streaky stock and when the streak ends it tends to get ugly for a while.
I shorted SQ.  I didn't understand why it was running up on the way to earnings.  It's like people mixed it in with all the pro-Corona stocks thinking it was a digital payment processor which would benefit from more online sales, when in reality it's the complete opposite.  It requires in person transactions for the majority of its revenue.  Vendors, stores, restaurants, etc with a focus on small businesses.  Basically everything that is shut down right now.

 
Last edited by a moderator:
I wonder how many FBGs are on  their webinar.   :lol:  

All of us saying GET TO OTTO YANG AND SAY LERONLIMAB WORKS!!!!
Otto is the potential star, no doubt. Sounds believable. If no conflict of interest (no shares, patents, not on CYDY’s payroll) he’s it. Don’t let that CEO speak ever again. And stop the paid honks. 

 
I shorted SQ.  I didn't understand why it was running up on the way to earnings.  It's like people mixed it in with all the pro-Corona stocks thinking it was a digital payment processor which would benefit from more online sales, when in reality it's the complete opposite.  It requires in person transactions for the majority of its revenue.  Vendors, stores, restaurants, etc with a focus on small businesses.  Basically everything that is shut down right now.
Agree. Paypal easily wins the e-commerce side and are reporting a really good April as a result.  Not the same for SQ who is way more dependent on brick and mortar.

 
Otto is the potential star, no doubt. Sounds believable. If no conflict of interest (no shares, patents, not on CYDY’s payroll) he’s it. Don’t let that CEO speak ever again. And stop the paid honks. 
I don't believe he has any conflict of interest.

 
Drove past a Chick Fil A, line was like 150 cars, no joke, insanity. Chipotle across the street was empty, I got burritos for the family.

Can someone who is long CMG give me the bull case. This feels like an excellent short up here. 

 
Drove past a Chick Fil A, line was like 150 cars, no joke, insanity. Chipotle across the street was empty, I got burritos for the family.

Can someone who is long CMG give me the bull case. This feels like an excellent short up here. 
Chipotle doesn't have a drive through does it?  I see folks getting take out at the Chipotle by me, but there isn't a Chick Fil A across the street either.  I don't have a bull case for CMG, I think their food is trash.

 
Yang didn't seem to have a lot of confidence in Remdesivir when conditions were worsening for patients.  Thought Remdesivir may be most beneficial in early stages where lebronlimade could be helpful later.  

The FBG that said leronlimab may be an effective closer out of the bullpen, could be onto something.

 
His last answer was revealing. Need the controlled study as though 1/2 to 2/3 showed improvement patients were given multiple therapies at once so hard to pinpoint efficacy 
This was definitely the most bear thing he said, didn't come until the FAQ.   Just need more data and we won't get that until these next trials with a control group are complete

 
His last answer was revealing. Need the controlled study as though 1/2 to 2/3 showed improvement patients were given multiple therapies at once so hard to pinpoint efficacy 


This was definitely the most bear thing he said, didn't come until the FAQ.   Just need more data and we won't get that until these next trials with a control group are complete
I took it as quite positive.  No patient is going to be given an experimental drug in isolation.  However the drugs he did mention, such as hydroxycholoquine, have been used widely and most have concluded they aren't the perfect treatment for COVID.

 
Drove past a Chick Fil A, line was like 150 cars, no joke, insanity. Chipotle across the street was empty, I got burritos for the family.

Can someone who is long CMG give me the bull case. This feels like an excellent short up here. 
Shoulda went CFA, would have been out faster, their drive though line is a model of efficiency.

 
Shoulda went CFA, would have been out faster, their drive though line is a model of efficiency.
I use their app and pick it up curbside. When the lines are long, usually get out quicker, but most times about the same. Used to be much faster when you could alert them to make the order when you were close. Now you have to enter a parking spot number, which I get since it's a slightly different situation now. Just nice to not have to take the credit card out.

 
Lyft.

- reported losses of $398.1 million, and revenue of $955.7 million for Q1 2020.

- Heading into Q2, Lyft is facing a new lawsuit in the state of California

- Loss per share: $1.31, street expected loss of .62 per share

UP 17% afterhours!   Naturally!   :shrug:
Uber looks to be up about 8% with it.  They report earnings next week.  Maybe say screw it and buy some calls on Uber?

 
You guys ready for jobless claims rally Thursday?

CNBC Headline tomorrow:

”Market rallies as only 2.75mm file for unemployment this week”

This market is so ####### stupid!

 
You guys ready for jobless claims rally Thursday?

CNBC Headline tomorrow:

”Market rallies as only 2.75mm file for unemployment this week”

This market is so ####### stupid!
“2 more million tried to file but the systems overloaded and shut down. We’ve decided PTON is up 6% based on this alone.”

 
You guys ready for jobless claims rally Thursday?

CNBC Headline tomorrow:

”Market rallies as only 2.75mm file for unemployment this week”

This market is so ####### stupid!
Its been up every Thursday so far, number of jobless claims are clearly a meaningless stat.  Still think the party drug that the market is on has a shelf life, probably when the realization comes that the reopening of the economy is not nearly as effective as we thought it was going to be.  Once it starts to become clear that the after effect is going to be a months long hangover, we may start see some retracing.

The Fed can't keep pumping it up forever  

 
Last edited by a moderator:
Agree. Paypal easily wins the e-commerce side and are reporting a really good April as a result.  Not the same for SQ who is way more dependent on brick and mortar.
I assumed SQ was more for the farmers markets, small business whether tied to a location or businesses like plumbers etc who would come to your house. 

Can see why those markets would be down. 

.

The Fed can't keep pumping it up forever  
Challenge accepted.

 
I assumed SQ was more for the farmers markets, small business whether tied to a location or businesses like plumbers etc who would come to your house. 
Oh for sure, was using the "brick and mortar" a little loosely there.   Just wanted to differentiate it from e-commerce where paypal has a strong hold.

I dont see much difference in this case between a food truck, farmer's market and brick and mortar salad joint that all use square.

 
Oh for sure, was using the "brick and mortar" a little loosely there.   Just wanted to differentiate it from e-commerce where paypal has a strong hold.

I dont see much difference in this case between a food truck, farmer's market and brick and mortar salad joint that all use square.
The mobility is pretty big. I've seen brick and mortar use SQ, but far less often than food trucks or farmers markets.

Might just be my experience though.

I'm mildly surprised to hear that PayPal is still King. Thought they were getting killed by venmo or zelle. 

 
I'm mildly surprised to hear that PayPal is still King. Thought they were getting killed by venmo or zelle. 
I seem to make a lot of paypal transactions online when purchasing from small business, never square for that.  Personally have never bought anything with Venmo, that's strictly been to send and receive money from friends.  If I build up a significant amount, I usually just transfer it back to my bank account.

 
The mobility is pretty big. I've seen brick and mortar use SQ, but far less often than food trucks or farmers markets.

Might just be my experience though.

I'm mildly surprised to hear that PayPal is still King. Thought they were getting killed by venmo or zelle. 
Paypal owns Venmo. So for all intents and purpose, I don't really differentiate. 

 
I seem to make a lot of paypal transactions online when purchasing from small business, never square for that.  Personally have never bought anything with Venmo, that's strictly been to send and receive money from friends.  If I build up a significant amount, I usually just transfer it back to my bank account.
paypal started a healthy rake of a couple of our renters' payments - as a convenience to them, we said it was ok to use paypal.

It has gone great for several years - but a new renter put a bunch of info in the notes even though she sent the payment as "friends/family" - they grabbed $35 on an $1,100 payment.  Since then they have grabbed similar percentages on 2 other renters' payments ...even though it was marked "friends/family."  

We won't be using them any longer.  

 
Being a tanker holder is frustrating. I can understand why people would cut bait. That being said, I am holding (and may become a bag holder).

After the $STNG call, I am bullish product tanker companies and $STNG in particular. They guided very well for Q2 and provided visibility into Q3. Prior to earnings, my position weights favored product vs. crude. Depending on how the $EURN and $FRO earnings go, I may continue that trend.
I'll hold the bag. I bought even more today to bring my cost basis down. Perhaps DHT won't reach the teens but stupid trading here. Imagine hedge funds are just pushing retail around. According to DHT's year-end filing, if you use the estimated value they have of their ships as of 12/31, the equity would be worth $7.41. Hard to believe those values have come down from there. From what I can tell, sale values have gone up. 

ETA: I may add selling some puts to these guys. I mean, can't imagine they go too far below NAV. Probably should have used that to get into some of my positions to begin with. 

 
Last edited by a moderator:
paypal started a healthy rake of a couple of our renters' payments - as a convenience to them, we said it was ok to use paypal.

It has gone great for several years - but a new renter put a bunch of info in the notes even though she sent the payment as "friends/family" - they grabbed $35 on an $1,100 payment.  Since then they have grabbed similar percentages on 2 other renters' payments ...even though it was marked "friends/family."  

We won't be using them any longer.  
I wonder if your new renter used a credit card to make the transaction.  That's a sure fire way for Paypal to take a percentage, friends and family or not

 
I wonder if your new renter used a credit card to make the transaction.  That's a sure fire way for Paypal to take a percentage, friends and family or not
I am pretty sure it was her checking account, the issue is now they appear to have labeled us as primarily a business account and are looking for monthly payments of the same amounts.  We don't need to be using them, so I have talked to all of our renters and we won't be using PayPal any longer.  Those rake amounts for just transferring money is absolute highway robbery.

 
Guys I know I'm all over the map here, but hoping someone can help with a question. My in-laws have some money they want to park away and keep safe but grow some. I know there is no "guaranteed 4-5% with no risk". However, this is page 534 of the FBG stock thread. I know someone has the answer. Thanks in advance. 

 
Last edited by a moderator:
Guys I know I'm all over the map here, but hoping someone can help with a question. My in-laws have some money they want to park away and keep safe but grow some. I know there is no "guaranteed 4-5% with no risk". However, this is page 534 of the FBG stock thread. I know someone has the answer. Thanks in advance. 
Amazon has entered the chat 

 
Its been up every Thursday so far, number of jobless claims are clearly a meaningless stat.  Still think the party drug that the market is on has a shelf life, probably when the realization comes that the reopening of the economy is not nearly as effective as we thought it was going to be.  Once it starts to become clear that the after effect is going to be a months long hangover, we may start see some retracing.

The Fed can't keep pumping it up forever  
These Thursdays have to make up a good part of the gains, it’s like the stock market telling retail, hospitality, travel & leisure employees to go #### themselves. Nothing has ever made such little sense to me. Like, these jobless numbers were supposed to be insane, and they are, and the reaction has been to rally, wtf?

 
Amazon has entered the chat 
This was going to be my answer as well. No dividend, but I can’t imagine what would need to happen on Earth for Amazon to not be a $3500 stock in 10 years, it would have to be really bad.

That’s as safe a 4-5% (on the initial investment) I think you’ll find with tons of generous upside.

 
Last edited by a moderator:

Users who are viewing this thread

Back
Top