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Stock Thread (22 Viewers)

CR69 said:
This popped up in news on Thinkorswim, I assumed it came out today -

Penn National Gaming (NASDAQ:PENN) reported Q1 sales of $1.12 billion but lost a total of $608.60 million in terms of earnings, which is a 187.33% decrease from last quarter. Penn National Gaming reached earnings of $696.90 million and sales of $1.34 billion in Q4.

What Is Return On Capital Employed?

Return on Capital Employed is a measure of yearly pre-tax profit relative to capital employed in a business. Changes in earnings and sales indicate shifts in a company's ROCE. A higher ROCE is generally representative of successful growth in a company and is a sign of higher earnings per share for shareholders in the future. A low or negative ROCE suggests the opposite.

In Q1, Penn National Gaming posted a ROCE of -0.33%.
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This is just some nonsense regurgitating Q1 information. Q2 earnings coming out 8/6 before the open. Likely going up today/recently because JP Morgan raised price target to $36. RIP my put.

 
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chet said:
There are more enrolled but I don't know how many they are planning to submit for a safety check.

Any thoughts on where the p-value needs to be to have the FDA halt and approve?
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According to this article, it seems that they may pre-specify stopping guidelines as it relates to p-values. (Look in paragraph 2 of The EMPHASIS-HF Experience.) That could vary from study to study, but I'm not quite sure.

 
fantasycurse42 said:
You guys read any of the #### on investor boards about Cytodyn? 

That kind of #### makes me want to sell so bad. The majority of the people who are long there, they're the dumbest mother####ers on Earth with the #### they write. It frightens me being on the same side as some of them. 

Devil's Advocatel; there are some equally stupid shorts. 
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Wonder what the lurkers from "other" boards say about the FBG stock thread.

:shrug:

 
The “new” short talking point is the growth in outstanding shares...... not taking into account the declining amount of warrants.

 
The Ref said:
The “new” short talking point is the growth in outstanding shares...... not taking into account the declining amount of warrants.
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Right, warrants should have been in any market cap / equity conversation to begin with.

Exercising them actually provides liquidity for the stock, which is generally good.

 
About a week or so ago I mentioned a friend that had made a nice haul with WKHS, and that he was looking at MARK. Told me today that he is definitely in for a nice chunk, especially after they had a big drop based on a bad earnings call. Says his group of investor friends see it as a 3x stock at this point.

 
Chaz McNulty said:
Atleast the shorts are funny sometimes.  The longs are just pathetic.
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It's amazing because I spent 3-4 years chasing another OTC Bio called AMBS. Kept talking about getting approvals and Uplisting and all that. Never happened. Still hasn't happened and it's been 2-3 years since I sold at a loss. Their Yahoo message board was the same thing. Stopped reading it and then just eventually sold the stock. A common story among OTC Bios unfortunately. 

 
ConstruxBoy said:
It's amazing because I spent 3-4 years chasing another OTC Bio called AMBS. Kept talking about getting approvals and Uplisting and all that. Never happened. Still hasn't happened and it's been 2-3 years since I sold at a loss. Their Yahoo message board was the same thing. Stopped reading it and then just eventually sold the stock. A common story among OTC Bios unfortunately. 
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Ambs up 24% today. Bass n brew has traded in and out of it 37 times. 

 
JetMaxx said:
Y’all were warned
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The downgrades I saw were valuation based, i.e. went up crazy high. I still like them just never imagined $100 a share this year. Probably would have been smart to sell and buy back but since 12% of the 20% drop was one day, your timing has to be perfect. Don’t forget that FSLY went up 40% when they announced earnings last time so trying to time them will be way harder versus holding long term and most likely not as rewarding unless you are perfect.

What was the thing with Motley Fool? I don’t recall seeing anything negative there.

 
Polish Hammer said:
About a week or so ago I mentioned a friend that had made a nice haul with WKHS, and that he was looking at MARK. Told me today that he is definitely in for a nice chunk, especially after they had a big drop based on a bad earnings call. Says his group of investor friends see it as a 3x stock at this point.
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I remember that.  If I remember correctly it was in the 1.30s at that time.  

I bought a little.  F it.  Cheers

 
Capella said:
Tomorrow should be a big day for cdiddy imo. People won’t want to be on the sidelines if news breaks this weekend. 
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There’s no news breaking this weekend.

Theyre unblinding the data, doesn’t really tell us much. Not saying the SP won’t move, but not sure what news you’re expecting?

 
fantasycurse42 said:
There’s no news breaking this weekend.

Theyre unblinding the data, doesn’t really tell us much. Not saying the SP won’t move, but not sure what news you’re expecting?
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You have literally no idea if they’ll announce the results this weekend. 3 days ago you went on an all-day posting spree about how you wish you sold a few weeks ago. 

 
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Jayrok said:
What do you mean?  Today was the big day or today is when news breaks?  
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I think they announce they unbind today.  If they have comments beyond I would have no idea.

pure guess on my part - I know nothing

** by “today” I also mean tomorrow morning before the bell **

 
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stbugs said:
Where would that come from when they are supposed to announce in August?
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See below. 

eaganwildcats said:
This is just some nonsense regurgitating Q1 information. Q2 earnings coming out 8/6 before the open. Likely going up today/recently because JP Morgan raised price target to $36. RIP my put.
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I should have looked before posting that. Just assumed they were on a weird fiscal cycle like some other companies and didn't remember when they're supposed to release earnings. 
 

I think it's going to continue to float between 27-34 until earnings, more shutdowns (or thereof) and sports either starting or being canceled. I'm betting on bad earnings, sports not going well and more shut downs in the Midwest and South which is where most of their properties are. It's actually crazy how well their map overlays with hotspots...

 
Capella said:
You have literally no idea if they’ll announce the results this weekend. 3 days ago you went on an all-day posting spree about how you wish you sold a few weeks ago. 
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I have a very good idea based on the call I listened to earlier this week when timelines were mapped out, sounds like you should give it a listen. And when my free roll of $55k had plummeted to $17k, yes, I would’ve much rather sold at $10. Your point? 

 
CR69 said:
See below. 

I should have looked before posting that. Just assumed they were on a weird fiscal cycle like some other companies and didn't remember when they're supposed to release earnings. 
 

I think it's going to continue to float between 27-34 until earnings, more shutdowns (or thereof) and sports either starting or being canceled. I'm betting on bad earnings, sports not going well and more shut downs in the Midwest and South which is where most of their properties are. It's actually crazy how well their map overlays with hotspots...
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I saw that. Also, be ready for way worse. Q1 numbers weren’t so bad as most places weren’t shut down until the last two weeks of Q1. Q2 numbers for companies that had to shut down are going to be worse that Q1.

 
caustic said:
EPS of $1.59 vs. $1.81 expected, but beat revenue expectations (6.15bn vs 6.08bn expected) and subscriber growth expectations (10.09MM vs. 8.26MM expected).
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I just bought.  Only one share as I don't want funds tied up, but I think it will recover tomorrow.  Those numbers aren't that bad.

 
stbugs said:
I saw that. Also, be ready for way worse. Q1 numbers weren’t so bad as most places weren’t shut down until the last two weeks of Q1. Q2 numbers for companies that had to shut down are going to be worse that Q1.
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Since I'm holding puts 🤞🤞🤞

 
fantasycurse42 said:
I have a very good idea based on the call I listened to earlier this week when timelines were mapped out, sounds like you should give it a listen. And when my free roll of $55k had plummeted to $17k, yes, I would’ve much rather sold at $10. Your point? 
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If you’re that panicky holding a free roll of 17k you must really be as smooth as Bond when your other stocks get choppy 

I listened to the call and understand the timeline. Doesn’t mean they won’t send out good news first. They’re not sworn to what they said on the call you know?

 
BassNBrew said:
I just bought.  Only one share as I don't want funds tied up, but I think it will recover tomorrow.  Those numbers aren't that bad.
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Yeah, it seems like the bigger drag is soft guidance for Q3 subscriber growth. Analysts projected over 5MM but Netflix just said 2.5MM.  The stock is already recovering a bit though, back in the 470s after falling to 450 right after the bell.

 
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caustic said:
EPS of $1.59 vs. $1.81 expected, but beat revenue expectations (6.15bn vs 6.08bn expected) and subscriber growth expectations (10.09MM vs. 8.26MM expected).
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Interesting. Funny thing is that the drop “looks” bad but the price is where it was around July 2nd.

I know with Amazon I tend to ignore earnings the most because they do stuff like build out for one day delivery or do all the CV prevention to keep top line growing. They know they have a ton of cash on hand so they’ll invest as much as they want without worry about that day’s stock price. Netflix seems similar in that their earnings numbers aren’t consistent and they seem willing to invest. I’ll be honest that they have been impressive with continuing to rollout new content every week while studios are shut down. Amazon has had a bunch of new releases as well but Netflix has been impressive. I’ve got HBO for free (AT&T), Amazon for free, Apple for free (iPhone/12 months) and Disney+. I also have Hulu Live. If I had to pay retail for all of them, I’d drop in order Apple, HBO, Disney, Amazon (since it is always free) and lastly Netflix. I can’t imagine I’ll even worry about Peacock unless it gets to Firestick because they’ve got nothing new.

 
caustic said:
BassNBrew said:
I just bought.  Only one share as I don't want funds tied up, but I think it will recover tomorrow.  Those numbers aren't that bad.
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Yeah, it seems like the bigger drag is soft guidance for Q3 subscriber growth. Analysts projected over 5MM but Netflix just said 2.5MM.  The stock is already recovering a bit though, back in the 470s after falling to 450 right after the bell.
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Going to resist the urge to sell for at least 30 more min.

 
Capella said:
If you’re that panicky holding a free roll of 17k you must really be as smooth as Bond when your other stocks get choppy 

I listened to the call and understand the timeline. Doesn’t mean they won’t send out good news first. They’re not sworn to what they said on the call you know?
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My biggest investment by far went from $28-$22 over a month after a big run up, you see me panic once? I was adding more on the way down, far from panicked :shrug:

If you've followed this company and their 10 employees long enough, the odds that they unblind and then compute and analyze the data as quickly as your timeline indicates, it doesn't make sense.

Furthermore, if enough people have these types of expectations, it could cause panic and make SP drop (they're not releasing the data, it's bad data, etc,), when in reality it should run for the next week.

 
fantasycurse42 said:
My biggest investment by far went from $28-$22 over a month after a big run up, you see me panic once? I was adding more on the way down, far from panicked :shrug:

If you've followed this company and their 10 employees long enough, the odds that they unblind and then compute and analyze the data as quickly as your timeline indicates, it doesn't make sense.

Furthermore, if enough people have these types of expectations, it could cause panic and make SP drop (they're not releasing the data, it's bad data, etc,), when in reality it should run for the next week.
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I don’t have any expectations they will do something over the weekend. I said I think tomorrow will be a big day because others may think news will drop and they want in. I wasn’t making a prediction on what the management will do. I’m already fully bought and I wont be selling tomorrow in any circumstance. Sheesh. 

 
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Is the timeline that as soon as all of the participating hospitals get their stuff mailed in then they can unblind the trial?  

 
Don Hutson said:
Is the timeline that as soon as all of the participating hospitals get their stuff mailed in then they can unblind the trial?  
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So you’re saying peoples lives depend on Joe Bob not leaving the mail under his seat this weekSo you’re saying peoples lives depend on Joe Bob not leaving the mail under his seat this week

 
Expected timeline: 

Friday: Unblind 
"Following Week": Results 

Which probably means unblind next week and results in the first week or two of August with this squad :lol:  

Total guess, but suspect hospitals signed off on data before unblinding, otherwise could introduce bias. But probably totally wrong. @Whyatt likely knows protocol. 

 
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stbugs said:
Interesting. Funny thing is that the drop “looks” bad but the price is where it was around July 2nd.

I know with Amazon I tend to ignore earnings the most because they do stuff like build out for one day delivery or do all the CV prevention to keep top line growing. They know they have a ton of cash on hand so they’ll invest as much as they want without worry about that day’s stock price. Netflix seems similar in that their earnings numbers aren’t consistent and they seem willing to invest. I’ll be honest that they have been impressive with continuing to rollout new content every week while studios are shut down. Amazon has had a bunch of new releases as well but Netflix has been impressive. I’ve got HBO for free (AT&T), Amazon for free, Apple for free (iPhone/12 months) and Disney+. I also have Hulu Live. If I had to pay retail for all of them, I’d drop in order Apple, HBO, Disney, Amazon (since it is always free) and lastly Netflix. I can’t imagine I’ll even worry about Peacock unless it gets to Firestick because they’ve got nothing new.
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A lot of posters were speculating 6-9 months ago that all these new streaming services would kill Netflix but I didn't see it then with how much content they are generating and definitely don't see it now. HBO bungled their rollout and their big signature splash of a Friends reunion is indefinitely on hold due to COVID, Peacock is DOA, CBS has had a mixed reception of their flagship Star Trek content and that's about all they've got, Apple is having to give away subscriptions with device purchases, D+ has done well and is here to stay but is a victim of timing as they've shot their wad on new content and all their other highly anticipated stuff is on hold due to COVID.

COVID has caused a lot of people to stream shows in mass quantity on Netflix and Amazon that they probably would have otherwise not given a try, plus the lack of new content on cable lately and into the fall is just going to vastly accelerate the cord cutting.

 
Buckna said:
A lot of posters were speculating 6-9 months ago that all these new streaming services would kill Netflix but I didn't see it then with how much content they are generating and definitely don't see it now. HBO bungled their rollout and their big signature splash of a Friends reunion is indefinitely on hold due to COVID, Peacock is DOA, CBS has had a mixed reception of their flagship Star Trek content and that's about all they've got, Apple is having to give away subscriptions with device purchases, D+ has done well and is here to stay but is a victim of timing as they've shot their wad on new content and all their other highly anticipated stuff is on hold due to COVID.

COVID has caused a lot of people to stream shows in mass quantity on Netflix and Amazon that they probably would have otherwise not given a try, plus the lack of new content on cable lately and into the fall is just going to vastly accelerate the cord cutting.
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Disney+ has a lot of subscribers right now who got it for free for a year via Verizon.  Wonder how that might change this fall when their year is up.

 
Can't believe I had no dry powder to jump in on NFLX when it was 12% down AH. Didn't want to sell anything. Ugh. Free money left on the table.

 
Buckna said:
A lot of posters were speculating 6-9 months ago that all these new streaming services would kill Netflix but I didn't see it then with how much content they are generating and definitely don't see it now. HBO bungled their rollout and their big signature splash of a Friends reunion is indefinitely on hold due to COVID, Peacock is DOA, CBS has had a mixed reception of their flagship Star Trek content and that's about all they've got, Apple is having to give away subscriptions with device purchases, D+ has done well and is here to stay but is a victim of timing as they've shot their wad on new content and all their other highly anticipated stuff is on hold due to COVID.

COVID has caused a lot of people to stream shows in mass quantity on Netflix and Amazon that they probably would have otherwise not given a try, plus the lack of new content on cable lately and into the fall is just going to vastly accelerate the cord cutting.
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Agreed. Honestly, my opinion of Amazon (big fan of stock) in terms of streaming has gone way up. Not nearly the breadth of Netflix but all shows tend to be solid. The rest I would drop if not free or cheap.

 
Moonlight said:
If this article doesn't scare the beejesus out of you re: CYDY......

https://seekingalpha.com/article/4358911-cytodyns-bla-blues
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Why? The huge issue in there is what happened on Monday. I think all of us are always a bit nervous based on there not so good/unproven track record with getting stuff done. That’s why I’d love to see 10 again and wouldn’t hesitate. If I miss a run to 30 for all my shares so be it. I’ll keep some but after the dip I’ve realized I would be more than happy getting back to that level.

 
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