Stock Thread (31 Viewers)

[Don Hutson]

Yeah, what I liked most is that FOX  probably reaches more folks than most all the others combined. It will help with brand and product recognition

The Fox article was from May 1st.  Leronlimab is starting to get more attention in academic writings but is still being mostly ignored by the big media sources.  Hopefully, Patterson getting published will change that.  But more likely we'll need Fauci/Gates/Trump to mention us to truly become nationally recognized.

 

[cosjobs]

The Fox article was from May 1st.  Leronlimab is starting to get more attention in academic writings but is still being mostly ignored by the big media sources.  Hopefully, Patterson getting published will change that.  But more likely we'll need Fauci/Gates/Trump to mention us to truly become nationally recognized.

May 1st? My Google notifications suck

 

[Don Hutson]

Today would be a good day for day traders to invest in CYDY.  There doesn't seem to be any hit pieces written today.  Adam Feuerstein made a small mention about CYDY last night on Twitter but it was just mocking a person who was pushing CYDY.  The stock price will surely go up with today's presentation.

 

[eaganwildcats]

The Fox article was from May 1st.  Leronlimab is starting to get more attention in academic writings but is still being mostly ignored by the big media sources.  Hopefully, Patterson getting published will change that.  But more likely we'll need Fauci/Gates/Trump to mention us to truly become nationally recognized.

Apparently someone was on Joe Rogan recently who recovered from Covid due to an "HIV" drug. https://imgur.com/a/sFjW8z9 

I didn't listen to the interview, but it depresses me "what drug" wouldn't have been something that was deemed an apt follow-up question (regardless of whether it was actually LeronLemonade or not). 

 

[CGRdrJoe]

Today would be a good day for day traders to invest in CYDY.  There doesn't seem to be any hit pieces written today.  Adam Feuerstein made a small mention about CYDY last night on Twitter but it was just mocking a person who was pushing CYDY.  The stock price will surely go up with today's presentation.

In other words the stonk will hit 2.50

 

[Don Hutson]

Apparently someone was on Joe Rogan recently who recovered from Covid due to an "HIV" drug. https://imgur.com/a/sFjW8z9 

I didn't listen to the interview, but it depresses me "what drug" wouldn't have been something that was deemed an apt follow-up question (regardless of whether it was actually LeronLemonade or not). 

He is an actor so it would make sense that Otto Yang could have prescribed it to him at UCLA.  Cytodyn also said last week that they had a VIP patient in Los Angeles being given leronlimab.

 

[cosjobs]

Apparently someone was on Joe Rogan recently who recovered from Covid due to an "HIV" drug. https://imgur.com/a/sFjW8z9 

I didn't listen to the interview, but it depresses me "what drug" wouldn't have been something that was deemed an apt follow-up question (regardless of whether it was actually LeronLemonade or not). 

I would guess there might have been restrictions on what they can say, as part of getting the drug

 

[fantasycurse42]

Yesterday’s close felt like large institutional dumping. Knowing Powell is up today, feels like the overlords delivering a message to their servant.

 

[stbugs]

I got in on a little Kingsoft KSFTF, a Chinese cloud service provider. I was going to buy just a few hundred shares, but because their was a $50 fee from Fidelity, I got 1000 to keep the juice percentage manageable. Interesting company. Could have big upside.

As someone who got burned a little on Luckin, just tread lightly on Chinese companies. Who knows what was spun into this company from its parent.

 

[Todem]

Yeah, still sell you think?  So true, until that dough is in your pocket, it's not up. 

Dropped 10% on the day, still up 60% on the whole.  Can't this stock only get better going forward?

I felt 13ish bucks was the highest I could see it given the debt load etc and it nearly touched there. But you can see how volatile it is. I saw a good trade and made it. Will I buy it again for a trade? Probably....when it drops under 10 which I believe it will. Their balance sheet is hot garbage. 

I would take my money on this one like I said back when I did it. This is not some high quality stock I would make part of my core portfolio. Simply a Covid trade. 

The economic damage that has been done has not made its way into stock prices. Why? The market has no clue with zero guidance. We are flying blind. So on weak balance sheet companies that trade wildly like BLMN I take my 50-60% and pat myself on the back and look for another trade to potentially make. 

My serious money is invested in my master list for the long term. Currently 70% Stocks and 30% cash again. I feel the market has topped out here for 2020. I think where we were last week will be where we close in December....maybe a tad higher maybe a little lower. I will pounce on the next correction. Because make no mistake there will be one. People have no patience though....so they plow into this rally thinking they missed it (which they did). We did not. But we sold 15% into this rally a week ago like I posted here by trimming highly consumer sensitive and cyclical industrials.

The value in this market on the next leg down will be:

Utilities

REITS

Industrials

Materials 

The market has been led heavily by big tech.....that is about it (and staples). There are plenty of good stocks still 15-20% down from their highs. But you have to ask yourselves. Is the economy going to get back to where it was pre corona this fast? I say no. It will take at least 12 maybe 18 months to do that. And that is assuming a successful reopening that is starting around the country. There will be flare ups, new outbreaks and again fear can grip this market again....enough so to send it down 10 even 15% again. So be ready.

If I am wrong.....great. But I feel good sitting 70% invested as a long term guy and having cash for another downturn in the market. I do not think you see the lows of March 23rd. But you don’t need to in order to get great stocks at lower prices. Even a modest 10% correction will be healthy for the market again. Because right now this is all air and the Fed priming the printing press. This is a rally built on hopes, dreams and not rooted in fundamentals. And when the fundamentals meet the road at some point....and this may take months BTW. You will see another leg down. Which is normal BTW. In 2017 we had what......three 10% corrections?  So another 10% correction is very much going to happen. It is just a matter of when. So if you have cash......be smart. Don’t chase the market. Let it come to you. It will. If your fully invested (like my retirement accounts all are) no worries. Stay long. But your taxable accounts....be patient and pounce when some fear and pain enter the market again. The market is a forward looking device....we all know that.

But what is it using to look forward in this situation? It can’t be earnings. No one has a any clue what earnings are going to look like in this new normal we will be facing over the next 12 months. Because life is not going back to normal again anytime soon with shoulder to shoulder theme parks, planes, crusielines, travel around the world, restaurants being packed to the rafters, concerts, sporting events, etc etc etc. We are a consumption economy. We are going to lose the ability to consume at the pace we had pre COVID. That won’t come back for at least a year....maybe longer. Again no one can sit here and predict that. That is why I say the market right now is trading on hopes and dreams, not grounded in the real economic reality we are about to truly face for the next 12-18 months. Many small business are gone permanently, jobs will be lost permanently, and all of this was a self induced recession. It will be looked back on and argued if we did the right thing yada yada yada. I have no idea right now. I don’t think anyone can say with any certainty what is going to happen over the next year. This health crisis mutated into a financial/economic crisis. It is incredible what has taken shape in just 2 months. And aggravating. It is a shame. Our economy was humming. 

 

[kevzilla]

TVIX...I wish I knew how to quit you

 

[FreeBaGeL]

Like 15 of these smallcap Biotech stocks have increased by 500%+ in the last 24 hours.  Cydy REALLY needs to get listed on the Nasdaq to join the party.

 

[stbugs]

I felt 12 bucks was the highest I could see it given the debt load etc and it nearly touched there. But you can see how volatile it is. I saw a good trade and made it. Will I buy it again for a trade? Probably....when it drops under 10 which I believe it will. Their balance sheet is hot garbage. 

I would take my money on this one like I said back when I did it. This is not some high quality stock I would make part of my core portfolio. Simply a Covid trade. 

The economic damage that has been done has not made its way into stock prices. Why? The market has no clue with zero guidance. We are flying blind. So on weak balance sheet companies that trade wildly like BLMN I take my 50-60% and pat myself on the back and look for another trade to potentially make. 

My serious money is invested in my master list for the long term. Currently 70% Stocks and 30% cash again. I feel the market has topped out here for 2020. I think where we were last week will be where we close in December....maybe a tad higher maybe a little lower. I will pounce on the next correction. Because make no mistake there will be one. People have no patience though....so they plow into this rally thinking they missed it (which they did). We did not. But we sold 15% into this rally a week ago like I posted here by trimming highly consumer sensitive and cyclical industrials.

The value in this market on the next leg down will be:

Utilities

REITS

Industrials

Materials 

The market has ben led heavily by big tech.....that is about it (and staples). There are plenty of good stocks still 15-20% down from their highs. But you have to ask yourselves. Is the economy going to get back to where it was pre corona this fast? I say no. It will take at least 12 maybe 18 months to do that. And that is assuming a successful reopening that is starting around the country. There will be flare ups, new outbreaks and again fear can grip this market again....enough so to send it down 10 even 15% again. So be ready.

If I am wrong.....great. But I feel good sitting 70% invested as a long term guy and having cash for another downturn in the market. I do not think you see the lows of Mach 23rd. But you don’t need to in order to get great stocks at lower prices. Even a modest 10% correction will be healthy for the market again. Because right now this is all air and the Fed priming the printing press. This is a rally built on hope, dreams and not rooted in fundamentals. And when the fundamentals meet the road at some point....and this may take months BTW. You will see another leg down. Which is normal BTW. In 2017 we had what......three 10% corrections?  So another 10% correction is very much going to happen. It is just a matter of when. So if you have cash......be smart. Don’t chase the market. Let it come to you. It will. If your fully invested (like my retirement accounts all are) no worries. Stay long. But your taxable accounts....be patient and pounce when some fear and pain enter the market again. The market is a forward looking device....we all know that.

But what is it using to look forward in this situation? It can’t be earnings. No one has a ny clue what earnings are going to look like in this new normal we will be facing over the next 12 months. Because life is not going back to normal again anytime soon with shoulder to shoulder them parks, planes, crusielines, travel around the world, restaurants being packed to the rafters, etc etc etc. We are a consumption economy. We are going to lose the ability to consume at the pace we had pre COVID. That won’t come back for at least a year....maybe longer. Again no one can sit here and predict that. That is why I say the market right now is trading on hopes and dreams, not grounded in the real economy reality we are about to truly face for the next 12-18 months. 

I’m at about 15% cash, mainly because I’m well over $$$ wise where I was at the peak. Some was bonuses, but most has been the cloud/tech stocks including AMZN and a bunch of doubles/almost doubles from March buying. I have very little faith right now just because so many of my stocks are at all time highs right now. I sold a bunch of my TTD and TWLO a little early but still have a couple hundred shares in them. I used some of that cash well so more of a lesson. My 401ks will just sit where they are, but I’m tempted to sell more or just wait and plow the cash in. I wish I plowed it in on 3/16 when I did a bunch of buying. If I did that, I’d ride this out and not really care. At least I’ve got new strike prices in my head. I don’t think we’ll come close but the line has been drawn. I’d love a 15% dip because I think you’d see some names drop a bit more.

 

[Capella]

Like 15 of these smallcap Biotech stocks have increased by 500%+ in the last 24 hours.  Cydy REALLY needs to get listed on the Nasdaq to join the party.

How does this happen? I know nothing about it. 

 

[Capella]

Federal Reserve Chairman Jerome Powell said this morning that almost 40 percent of households earning less than $40,000/year (as of February) lost their jobs in March.
 

waiting for stonks to go up 

 

[Don Hutson]

Biotech Companies Lead Search for Coronavirus Vaccine: 4 Winners

Zacks Equity Research May 13, 2020

https://finance.yahoo.com/news/biotech-companies-lead-search-coronavirus-121612489.html

CytoDyn Inc CYDY is a biotechnology company focused on the clinical development and potential commercialization of humanized monoclonal antibodies for the treatment and prevention of HIV infection. 

CytoDyn’s expected earnings growth rate for the current year is 4.8%. The company’s shares have rallied 11.1% in the past 30 days. CytoDyn carries a Zacks Rank #2.

 

[ghostguy123]

Federal Reserve Chairman Jerome Powell said this morning that almost 40 percent of households earning less than $40,000/year (as of February) lost their jobs in March.
 

waiting for stonks to go up 

Those people dont buy stonks and dont shop and S&P stores.  

Stonks go up

 

[ghostguy123]

The second you post this, stonk drops 10 cents

Keep it negative people

 

[Moonlight]

Today would be a good day for day traders to invest in CYDY.  There doesn't seem to be any hit pieces written today.  Adam Feuerstein made a small mention about CYDY last night on Twitter but it was just mocking a person who was pushing CYDY.  The stock price will surely go up with today's presentation.

Noticed that CYDY went down significantly during the actual time of  each of the last two conference/streaming presentations. There's another one scheduled at 12:30 today.

 

[Don Hutson]

The second you post this, stink drops 10 cents

I did just drop a deuce.  That might explain the stink.

 

[Bossman]

Lesson #21

Selling Puts; Limiting Risk; Lower your strike price

So you're interested in Bossmans Put selling scheme but you're not comfortable with such risk. 

Today NERV 6/19 $5 puts are selling at $1.30 ... while the stock price is mid $12 right now

Sell 20 $5 puts, ties up $10k in margin (2000 shares x the $5 strike price)

Premium pays you $2600 (2000 x $1.30)

but $10k ... that's a lot of Benjamins on the line. Palms are all sweaty and junk now ...

Breathe ... the money is still in your account. It stays there until the chance the stocks are put to you.

The only way you lose in THIS case would be if the stock falls BELOW $3.70 ($5 strike less $1.30 premium you were paid) in the next 4 weeks (6/19 expiration).

A $12 stock ... falling below $3.70 in 4 weeks. Let that sink in. When was the last time NERV was selling below $3.70 a share? ... that answer would be NEVER.

Now what are the chances that it falls to say $3? ..... If it did, you lose $1400 (2000 x $0.70) 5% chance? ... lets be conservative and say a 10% chance ...

Ask yourself ... are you afraid of a 10% chance to lose $1400?... with the more likely, 90% scenario you keep your $2600 premium?

If you don't have $10k to tie up ... sell 10 $5 puts at $5k margin.

Please be careful. This is real money and I am very very far from being an expert. I'm only using my common sense ...

... and my common sense tells me that selling $5 NERV puts is free money.

Just sold 40 of these NERV $5 puts @ $1.25

Order in to sell another 20

A little safety net should my "high risk" $10 puts trigger.

... and I predict these prices won't make it past Friday

 

[beef]

I did just drop a deuce.  That might explain the stink.

FBG's #### don't stink.

 

[fantasycurse42]

Don't think Powell gave stonks enough juice today igeon:

Gonna need at least 1500-2k points downwards to turn the printing presses back on. Meanwhile, stonk valuations are approaching levels from the dotcom boom era. 

 

[Bluto Blutarsky]

Anyone have thoughts on NEXCF? Is an AR company that has acquired some good marketing partners lately. I got in at $1.85 after watching it since $1.49. 

 

[stbugs]

FBG's #### don't stick.

Do you throw yours against the wall or something to test that?

 

[ghostguy123]

FBG's #### don't stick.

Nope, it STONKS!!!

 

[beef]

Do you throw yours against the wall or something to test that?

oops.  c, n, kind of matters a bit.

 

[stbugs]

Anyone have thoughts on NEXCF? Is an AR company that has acquired some good marketing partners lately. I got in at $1.85 after watching it since $1.49. 

Marketing partners or integrating with existing platforms? I think someone posted about them before because I remember reading an article about them. Small company, not sure exactly what they do other than virtual events. If you are interested, I’d hold for a few days since they have an earnings announcement soon. No idea long term. 

 

[lod001]

Don't think Powell gave stonks enough juice today igeon:

Gonna need at least 1500-2k points downwards to turn the printing presses back on. Meanwhile, stonk valuations are approaching levels from the dotcom boom era. 

Looking at my watch list, biotechs are on fire and fazer-faang as well are up. The rest, for the most part, nope.Have this suspicion that joe retail is the buyer and institutions are the sellers.

I can see this falling dramatically.

 

[Bluto Blutarsky]

Marketing partners or integrating with existing platforms? I think someone posted about them before because I remember reading an article about them. Small company, not sure exactly what they do other than virtual events. If you are interested, I’d hold for a few days since they have an earnings announcement soon. No idea long term. 

Existing platforms, correct. Seems like there's potentially a big market for AR training, especially if it's integrated with video meetings. 

 

[Don Hutson]

It seems people are coming to accept that things aren't going to get better anytime soon.  Coronavirus isn't going anywhere.  Infections are going to spike again.  And again.  And again.  I would not be invested in any stocks that aren't Covid-resistant.  And there is nothing wrong with sitting on the sidelines right now with a bunch of cash.

 

[stbugs]

Existing platforms, correct. Seems like there's potentially a big market for AR training, especially if it's integrated with video meetings. 

Maybe. I don’t know enough about it. What does AR training do that a YouTube type video doesn’t? Will Zoom or Teams add in this feature? I haven’t AR much but I know Apple is in on it and Amazon has it in their shopping app.  Can these guys be anything more than a niche player?

 

[Capella]

It seems people are coming to accept that things aren't going to get better anytime soon.  Coronavirus isn't going anywhere.  Infections are going to spike again.  And again.  And again.  I would not be invested in any stocks that aren't Covid-resistant.  And there is nothing wrong with sitting on the sidelines right now with a bunch of cash.

Yea I’m not in love with these airline stocks, even at the price I got them. Holding them all long-term so it’s fine but I thought they’d have a better turnaround by end of the year. Not looking likely at the moment. 

 

[Don Hutson]

New Dr Yo video

Coronavirus (COVID-19) Update: How RANTES Can Explain Coronavirus Symptoms | Leronlimab and RANTES

May 13, 2020

https://www.youtube.com/watch?time_continue=6&v=xR5KQuPeFp8&feature=emb_logo

 

[fantasycurse42]

And there is nothing wrong with sitting on the sidelines right now with a bunch of cash.

Except central banks are devaluing paper. We're in the first few innings of the latest fiscal and policy stimulus. When all is said and done, $15-$20T, poof, like magic out of thin air... That's just the United States. 

 

[Don Hutson]

Except central banks are devaluing paper. We're in the first few innings of the latest fiscal and policy stimulus. When all is said and done, $15-$20T, poof, like magic out of thin air... That's just the United States. 

Stocks are not a hedge against inflation if the stock price goes down.

 

[fantasycurse42]

Stocks are not a hedge against inflation if the stock price goes down.

I'm not saying stocks per se. My comment wasn't about putting money into the market, so sorry if it came off that way... My comment was more about the devaluing of paper. Holding cash with no plan is worrisome to me, I'd rather hold it in gold, personally. 

 

[Moonlight]

It seems people are coming to accept that things aren't going to get better anytime soon.  Coronavirus isn't going anywhere.  Infections are going to spike again.  And again.  And again.  I would not be invested in any stocks that aren't Covid-resistant.  And there is nothing wrong with sitting on the sidelines right now with a bunch of cash.

Agree we are in a period of adapting to this new world in all aspects of life. And awaiting medical advancements like CYDY's drug and comprehensive testing that should have been in place by now.

 

[Don Hutson]

I'm not saying stocks per se. My comment wasn't about putting money into the market, so sorry if it came off that way... My comment was more about the devaluing of paper. Holding cash with no plan is worrisome to me, I'd rather hold it in gold, personally. 

There are going to be some spectacular deals coming up on real estate, too.

 

[fantasycurse42]

There are going to be some spectacular deals coming up on real estate, too.

I stated my thoughts on real estate when GM noted fears of a major real estate collapse. I don't see it and agree with you, one of the safest places to park money, imo. Very strong defensive position right now. Commercial, not as sure about, but it will be substantially cheaper on the other side. 

 

[stbugs]

There are going to be some spectacular deals coming up on real estate, too.

Yep. I’ve been checking out places to retire. It’s more of a 5-10 year move plan since my wife and I both work from home, but with these low rates might be worth thinking about purchasing earlier even if we don’t move for a few years.

It is funny to watch the new listings because the prices are way higher than anything sitting on the market. Also, lots of expensive beachfront houses available. A wee bit out of the price range but there’s definitely a lot of availability. May have to talk to a realtor. Don’t want to be pushed but might be a good time to check into places we might want to be and jump a little early. 

 

[fantasycurse42]

Don't let rates influence anything on your thinking for real estate... Rates have been low for a decade, and if rates go up, it means people are selling debt bc it will default; and a huge crash on everything would be on its way (including real estate).

Rates going up = massive crash. Remember when the 10 year approached 3% in December of 2018? 3%, that isn't a big number, yet the markets reaction to 3% shows you all you need to know about where rates are and will stay. 

 

[ghostguy123]

I'm not saying stocks per se. My comment wasn't about putting money into the market, so sorry if it came off that way... My comment was more about the devaluing of paper. Holding cash with no plan is worrisome to me, I'd rather hold it in gold, personally. 

Is it really that bad in the short term, say a couple months?

 

[Don Hutson]

CYDY = $3.33

 

[ghostguy123]

CYDY = $3.33

What about after this presentation?  Either 5 bucks or 2.50?

 

[Big League Chew]

woah bloomin where ya goin

 

[Random]

woah bloomin where ya goin

Just took a bite.

 

[lod001]

Don't let rates influence anything on your thinking for real estate... Rates have been low for a decade, and if rates go up, it means people are selling debt bc it will default; and a huge crash on everything would be on its way (including real estate).

Rates going up = massive crash. Remember when the 10 year approached 3% in December of 2018? 3%, that isn't a big number, yet the markets reaction to 3% shows you all you need to know about where rates are and will stay. 

Yep. Market needs it's crack supply left alone.

 

[Don Hutson]

If Bruce Patterson is being published in tomorrow's edition of Nature, will he be able to tell us in today's presentation or is that information secret?

 

[fantasycurse42]

Yep. Market needs it's crack supply left alone.

A rise in rates would be The Great Reset.

Central Banks know it, the .000001% know it, and they'll do anything they can to keep it from happening.