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Stock Thread (33 Viewers)

Helene Meisler: Folks getting antsy again. Put/Call ratio 105% for the first time in ten days.

 
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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?
I would be pleasantly surprised if it is published tomorrow, but based on looking at a few articles published in Nature they seem to take a couple of months from time of submission to being published.   The paper is probably following the typical path and time frame, but we get the impression it is "slow" or "delayed" due to CYDY getting a head of themselves by saying it would be published soon.

 
I would be pleasantly surprised if it is published tomorrow, but based on looking at a few articles published in Nature they seem to take a couple of months from time of submission to being published.   The paper is probably following the typical path and time frame, but we get the impression it is "slow" or "delayed" due to CYDY getting a head of themselves by saying it would be published soon.
It's been suggested that it could be published faster than normal because of the urgency of the pandemic.  But that could just be wishful thinking.

 
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. 
JETS about to retest the lows.  That's been a new investors Robinhood favorite from data they've posted.

I only have a small stake in JETS and will consider doubling down.  But not yet.  

 
:lmao:  RevShark just mentioned CREX so i looked at it. Yeah I'll buy that.Looks like the robinhood freaks would buy the momentum. Quick 20%.

 
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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. 
I sold BAC puts and now I'm wondering if I was drunk when I did that.

 
In 2 hours today, the market fell 1% rose 1% and has fallen over 1% 

####### Stonks :lmao:
Stonks go bounce.

JETS about to retest the lows.  That's been a new investors Robinhood favorite from data they've posted.

I only have a small stake in JETS and will consider doubling down.  But not yet.  
Sold half my JETS a while ago, might add soon. 

Shoulda sold PK when it first rose :shrug:

 
Added some MGM at 12.77.

What else ya got?  :lmao:
No one wants to hear this one.....but I added some more BA here to my own account (just a little more). My 12 month price target is now in the $260 range. When the Max get’s re-certified some time this summer this baby will pop hard. I see more tailwinds for BA then headwinds. 

 
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No one wants to hear this one.....but I added some more BA here to my own account (just a little more). My 12 month price target is now in the $260 range. When the Max get’s re-certified some time this summer this baby will pop hard. I see more tailwinds for BA then headwinds. 
Yeah, that's too long a time frame for my A-trade gambling account. I'm sure I'll have plenty in my 457b when I get back in.

 
CytoDyn Completed Submission of All Remaining Parts of Biologics License Application (“BLA”) on May 11, 2020

BY GlobeNewswire
— 6:00 AM ET 05/13/2020

CytoDyn Submits Requested Datasets to FDA for Biologics License Application

VANCOUVER, Washington, May 13, 2020 (GLOBE NEWSWIRE) -- CytoDyn Inc. (“CytoDyn” or the “Company”), a late-stage biotechnology company developing leronlimab (PRO 140), a CCR5 antagonist with the potential for multiple therapeutic indications, today confirmed on May 11, 2020, it submitted all remaining parts of the Company’s Biologics License Application (“BLA”) for leronlimab as a combination therapy with HAART for highly treatment experienced HIV patients to the U.S. Food and Drug Administration (“FDA”). Pursuant to FDA guidelines, CytoDyn  informed the FDA it had submitted a complete BLA for rolling review.

As a next step, the FDA will start reviewing the BLA for completeness and will make a filing decision. After the BLA submission is deemed completed, the FDA assigns a Prescription Drug User Fee Act (PDUFA) goal date. CytoDyn has Fast Track designation for leronlimab and a rolling review for its BLA, as previously assigned by the FDA, and the Company plans to request a priority review for the BLA. A priority review designation, if granted, means the FDA’s goal is to take action on the application within six months of receipt (compared with 10 months under standard review).

 
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Bought another 1000 shares at 9.05 BLMN (2000 shares total on this one) plus 1000 shares of MGM.

We will toast some Fosters on the next 20-30% pop Gentlemen. 

 
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Try to keep this as unpolitical as possible:

When you see Trump tweeting about the stock market (such as today or on February 28th), he's prob getting the heads up from Mnuchin or someone similar that stonks are about to fall. He gets nervous and tries jawboning, like he did today. I'd be careful in those situations. 

 
Anyone want to talk me out of adding more bank stonks here?  I definately have some bias given what I do, but this selloff is crazy.  Banks have more than enough capital and liquidity 

 
Took bites of the onion at 9.31 and 9.07. 
Lil more at 9.03.

They goin out of business or something?  I want some steak and sides Billy right now.

Cost basis 9.18 now.

Hey Todem why the optimism specifically got BLMN to rise up soon again?

 
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1. $0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and conditions may apply. 

Hope that helps. 
Thanks 

 
He said only 1999 was more overvalued than now and he's only 10-15% long equities. You've come way down on your optimism but I don't think you're quite on that level.  :lol:
LOL hell no!!! Tepper is really bearish. I am bearish for 2020. This market is too high right now no doubt. 

But I agree with his thoughts to a lesser extreme. He is a very active manager. Far more than I am. 

My most conservative clients are 50-60% CASH. Everyone else is 30% (which is the majority of my book of business). 

 
Anyone want to talk me out of adding more bank stonks here?  I definately have some bias given what I do, but this selloff is crazy.  Banks have more than enough capital and liquidity 
I added to my JPM position today. Honestly, don't love it, but whatever. I would try to talk you off of BAC though. 

 
I added to my JPM position today. Honestly, don't love it, but whatever. I would try to talk you off of BAC though. 
JPM is the only bank I own. It will be more of a dividend play here for a few years. Nice yield with some growth come 2022 2023. We hope. They are extremely conservative in the lending department.  

 
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