Done with that. 7 quick % win. This is insane. You can pick just about any momentum stock and easily carve out 5% in no time. Right back to 1999 but with no commissions.
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Stock Thread (48 Viewers)
- Thread starter St. Louis Bob
- Start date
fantasycurse42
Footballguy Jr.
They had the safest 7% yield heading into this I could find. Honestly, my confidence is lower now.
siffoin
Footballguy
I was more speaking to the stocks recently discussed here. Seems like many are out there focused on re-arranging deck chairs on the cruise ship...and I'm sitting here seeing icebergs.
What a loser. Rich but still a loser.
https://www.bloomberg.com/news/articles/2020-04-07/nelson-peltz-s-trian-partners-is-said-to-have-lost-16-in-march
He's in GE and Sysco and Wendys. Time has passed him by. Time to be put out to pasture.
FreeBaGeL
Footballguy
Wapner: <asks question about the market>
Peltz: Goes on huuuuugggeee political rant
Wapner: <asks follow-up question>
Peltz: I'm not here to talk about politics!!!
Wapner: ...
Wapner: OK, on the market, are you buying?
Peltz: Sure, some.
Wapner: Like what?
Peltz: I don't want to say.
What was his point in even going on air, so he can rant about politics and then say he doesn't want to talk about politics, while saying that he doesn't want to give anything away about his strategy for the market on a stock market show?
Weird guy.
fantasycurse42
Footballguy Jr.
What’s your take on GC?
Obviously a ton of resistance up around the 2011 highs one would assume, but anything of note you’re seeing.
I personally think we’re in the early innings of a new bull market for the yellow rock.
GoBirds
Footballguy
Whats the best REIT for limited retail exposure? Was in O for awhile and did well, need to review some of the investment breakdowns......something with significant Industrial/Multifamily may be more insulated?
kevzilla
Footballguy
sporthenry
Footballguy
It also seems like the thesis for these guys, throwing Miller in with him, is that they’re betting on a vaccine. They aren’t the only one. I’m sure they’ve tapped into their expert networks but they seem to be awfully optimistic. I’d rather listen to experts. Novartis said it may take until the end of 2021. Gates/Fauci have said 12-18 months. Gates said he says 18 months so people don’t hold him to the 12 month thing. Given 12-18 months puts us in Mar 21-Sept 21, when you’d think this virus slows down again, I’m not sure the exact date matters as much. But seems like some think we’ll get something in 2020.
GoBirds
Footballguy
Man they took a big hit, but look on the bright side you get a nice dividend.I thought VTR was the answer. Senior living, what could go wrong?
@todem any thoughts on the home builders? If credit dries up they are screwed but our local market is continuing to crank seeing buyers prefer a new home especially with the current health risks and unknowns buying someone else's home.
siffoin
Footballguy
I'm confused. Are you talking about Great Canadian Gaming ($GC) or $GOLD? What is your time frame. Remember. A stock can be bullish on a 1 minute TF; Bearish on a hour TF; Bullish on a Daily TF; Bearish on a Weekly TF. Time Frame matters.
I'm so confused on here these days. The thread has flipped from a "you can't time the market(ers) - to a thread full of market timers. IMO: the LT market at this time carries significantly more risk than people seem to be aware of. The noise of a daily move (ups or downs) has less importance right now.
skycriesmary
Climbing up the Walls
caustic
Footballguy
Crazy. Revshark mentioned APT, I buy it, I'm up 4% instantly. This is so circa 1999.
Freakin unreal. It's spiking.
I can only
Out. 12 minutes, 6%.
The breakout is finally happening! I opened a position a few weeks ago and it's been super frustrating, but glad I held on.
fantasycurse42
Footballguy Jr.
I’m talking about the gold specifically, the commodity. The ticker GOLD, while trend is important, it is less important than the underlying commodity in this situation, since the ticker GOLD (which is a miner), should move in the same direction as the commodity.
I agree about the underlying risks as well, I have a substantial cash position and a bunch of starter positions that I intend to add during those periods of severe volatility.
ETA:
I’m interested in long term trend, this is a hold for years to come for me.
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ghostguy123
Footballguy
So out of curiosity, how do you know which stocks are about to be listed on the major exchanges. For example DraftKings recently.
I guess if you are following DraftKings you might have known, but is there a way to know in advance, and is there any advantage to this?
I guess if you are following DraftKings you might have known, but is there a way to know in advance, and is there any advantage to this?
fantasycurse42
Footballguy Jr.
They’ve all rallied substantially in the 5 hours since we reported numbers much worse than forecast. This market is so stupid.
Jefferson the Caregiver
Rebel Without A Pause
This may be regional but in expensive areas like the Bay Area, I think this is a longer term trend. Companies can keep a much smaller space and have it be flex if people want to come in but I think they will want to save costs now that they see the WFH thing can work Office space is super expensive in some places. Im pretty convinced tech companies in the Bay Area are going to lead this route.
Just made a killing on a JLL put, its still dropping but got out 100% up. If the price of that stock starts to climb again, I may try this again.
FreeBaGeL
Footballguy
Guilty
I feel like we are going to be bouncing in that 275-295 range for a while so I am going heavy cash when we get over 290 and buying when we dip under 280.
Eventually I am going to get burned by it one way or the other (missing a huge rally over 300 over buying into a falling knife below 275) but even knowing that I can't stop.
Jefferson the Caregiver
Rebel Without A Pause
Google and Facebook are already telling employees to work from home for the rest of the year and they likely won't be the last to do this. Just feels like things are going to be more permanently changed as this plays out. Obviously some are locked into long term leases but will see how it shakes out.
On top of that, there are a lot of startups in the Bay Area that are not going to make it through this, office space is going to be way more abundant than it has been in a long time.
On top of that, there are a lot of startups in the Bay Area that are not going to make it through this, office space is going to be way more abundant than it has been in a long time.
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I could not imagine leaving the TVIX table with money on it.How much many am I going to lose on TVIX during my medical appointment this afternoon?
beef
Footballguy
Puts binge watching Tiger King to shame. My last run I was in for about 65 hours. 50 of which I bet I had live ticker or futures in front of my face.
ConstruxBoy
Kate's Daddy
All CRE? I think you likely mean office space. Logistics and Warehousing will keep killing it, IMO.
fantasycurse42
Footballguy Jr.
Sorry, yes warehouse space certainly should be killing it. I’m speaking specifically to the expensive office space and retail space in places like NYC/SF/etc... That stuff is gonna get killed, especially the office space.
ConstruxBoy
Kate's Daddy
SFBayDuck
Footballguy
Twitter also said staff can work from home permanently. Salesforce may try to keep their new tower full, but many tech companies were already flexible with wfh and that's just going to accelerate. Even the old school financial services companies are starting to realize that they don't need everyone in the office every day.
I talked to a buddy who is in commercial real estate in San Francisco last night during a Zoom happy hour. He's been holed up in his cabin up in the Sierras and only somewhat jokingly said "I guess I'm retired now", as he knows that market is going to be decimated.
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Jefferson the Caregiver
Rebel Without A Pause
I've heard similar from a couple of people I know. Companies trying to get out of leases or renegotiate terms is mostly what is happening. Doesn't sound good at all.
Jefferson the Caregiver
Rebel Without A Pause
Still feel like they will be the last to adapt, they are still wearing jacket and tie just to work in the office
siffoin
Footballguy
$GOLD is bullish. Kind of running away. I think I saw your buy levels at $25; then $22.50; then $20 or something like that. I like $24.50ish then $22. At those levels the LT bull trend would still be intact. I'd buy those levels fwiw.
cosjobs
Footballguy
ConstruxBoy
Kate's Daddy
The funny part is that Bank of America just started moving people BACK into the office here in Charlotte at the end of last year, after being very lenient for a number of years. I was told it was because they didn't think workers were as efficient from home.
Interested to see if this changes course for them.
skycriesmary
Climbing up the Walls
So, you're staying the course? I'm just glad I'm only a couple thousand invested at this point. This #### stinks.
Todem
Footballguy
WRE is DC only. That market is incredibly strong. Both Commercial and Residential. High high demand. WRE is a very well managed REIT. So I stand by that pick 100% with confidence.
Todem
Footballguy
STWD is a terrific REIT as well. And at really low levels right now. Pure yield play long term. This is a compounder.
@The Lost One I own O actually in my personal portfolio. Been in this since forever ago....low 30’s. I think it is still a little pricey here believe it or not. But a great REIT with mostly single tenant leases. That could pose a problem though if those single tenant anchors run into tough times with this virus. I have to re-evaluate their anchor tenants and may exit this one at a very nice profit when it rallies some more. So stay tuned.
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Todem
Footballguy
I am not going to just get on board that all people are going to want to work from home. I am counting the days to get back into the office....and I can do my job perfectly from home. While I get this shift....I think some are way overstating it long term. That is what I believe.
Productivity IMO will also dictate this and IMO productivity for most people at home does not match at the office. We can go back and forth till we are blue in the face....so we can agree to disagree.
Polish Hammer
made of glass
I picked the wrong 48 hours to not be paying attention. Time to go shopping with Todem's list and see what's still on sale.
@Todem what's your opinion on MDT? I own a bunch from the years I worked there and it seems to have been just teetering up and down lately. Not sure if I should cash some out of there to give me cash to play with and invest elsewhere. Just not sure how much upswing they still have.
@Todem what's your opinion on MDT? I own a bunch from the years I worked there and it seems to have been just teetering up and down lately. Not sure if I should cash some out of there to give me cash to play with and invest elsewhere. Just not sure how much upswing they still have.
