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Stock Thread (25 Viewers)

General Malaise said:
Did I mention this one before?  I can't remember.  I can't remember anything anymore.

MindMed - Mind Medicine.  Another penny stock that I don't own....yet.  We're on a call with them now.  I'll let you know what I/we decide to do with this one.

LSD/Mushrooms to treat opioid addiction, depression, PTSD etc.  MMEDF.

I think I mentioned this one to @Jefferson the Caregiver but not here.  I dunno....interesting story for sure.  I think there is some evidence that psychedelic inspired medicines can help with mental health and addiction.  :shrug:

@skycriesmary might be one for you too.
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Anyone else here looking into more companies like this one? These dudes came up in my research today. I think it's a pretty cheap gamble into psychedelic treatment becoming mainstream. I think psychedelic treatment might beat cannabis to federal legitimacy.   

 
NajehHejan said:
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. 
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Define: no risk

 
NajehHejan said:
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. 
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Nothing is no risk. And even cash loses value to inflation. I vote GLD.

 
Binky The Doormat said:
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.
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Zelle is probably the way to go then.

 
Bluto Blutarsky said:
Anyone else here looking into more companies like this one? These dudes came up in my research today. I think it's a pretty cheap gamble into psychedelic treatment becoming mainstream. I think psychedelic treatment might beat cannabis to federal legitimacy.   
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GM says he talked to these guys and it sounded like they were using too much of their own product.  Can't blame them really but probably not someone you want to enter into any kind of financial relationship with.  

 
Jefferson the Caregiver said:
GM says he talked to these guys and it sounded like they were using too much of their own product.  Can't blame them really but probably not someone you want to enter into any kind of financial relationship with.  
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Yeah, it's an interesting idea and one I endorse but the jockeys on these sorts of horses have to be disciplined, experienced and in peak form to get all the performance out of the stallions.  This crew was like the cast of LetterKenny. 

 
fantasycurse42 said:
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?
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It's almost like...the stock market is not the economy and those job losses plus more were fully anticipated and priced in long ago. 

Such a basic but somehow difficult concept for many to grasp. 

For the 100th time...bad results do NOT make the market go down. WORSE THAN EXPECTED results do. Stock market basics 101.

/rant

 
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OK, so i have been beating a  bit of a dead horse, but keep  your eye on BYND. I don't know the more recent short data than what I found credibly on line, but from 2/28 to 4/15, the short interest has dropped tremendously. It is clear the shorts have been burned recently. I don't see how anyone continues to short a stock when it is in the 120 to 130 range as opposed to the 65-100 range it was in in March. Maybe they are all smarter than me and will start shorting again once they get into more of a balance, but a HUGE risk right now based on the current state of the idiot meat industry, who is unsafely exposing all of their workers to Covid-19, and shutting down plants, and killing cows for no meat, and laying off workers. Yes the ones who shorted BYND in the 200's, when it was a lot of hype and everything in the overall world was peachy, are enjoying those old profits, but it's a different game now. 

 
NajehHejan said:
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. 
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If i knew of a 5% safe stock with growth, I'd put everything in there and quit trading. I guess such a thing exists,but i don't have any idea what it is. Not in this market (NITM).

 
lod001 said:
CYDY article on seeking alpha - under  trending articles at 7;07 tonight.

https://seekingalpha.com/article/4343850-cytodyns-answer-to-covidminus-19
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Thought this was a fair well written review. I think the article does a good job of cautioning shareholders that the results of the randomized trials may not match expectations.

Some call it the 21st century equivalent of penicillin which would be shattering. But how often can you catch lightning in a bottle? Can only cross your fingers and watch.

 
Jefferson the Caregiver said:
I don't believe this for a minute.  TVIX is your crack.  Doesn't sound like anyone who would just sit back and take a 5% gain and be content with it.
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Oh I'd still gamble but if it were guaranteed,it would clinch a good retirement and it'd have a gambling budget. But I'd probably spend that budget betting trifectas at Santa Anita.

 
sporthenry said:
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. 
Click to expand...
I’m definitely holding, but also realize that you can provide the thesis, but can’t provide conviction in said thesis to others. 

I personally think contango will appear again and spike rates. American shale will resume pumping once oil prices show signs of recovery, only exacerbating supply situation, but the incentive for the independents is to pump even at a loss bc they lose less vs not pumping at all. And once that happens, OPEC+ deal may be in jeopardy. Too much prisoners’ dilemma with too many participants with different agendas/survival at stake.

 
CYDY short info:

Date Short Volume Total Volume Percent
2020-05-06 4,004,914 5,962,157 67.17%
2020-05-05 4,455,583 7,854,955 56.72%
2020-05-04 5,965,341 12,421,179 48.03%
2020-05-01 5,452,214 11,182,092 48.76%
2020-04-30 4,597,271 8,779,489 52.36%
2020-04-29 4,517,884 10,838,411 41.68%
2020-04-28 4,336,398 9,143,333 47.43%
2020-04-27 10,241,933 19,596,592 52.26%
2020-04-24 3,223,728 10,932,671 29.49%
2020-04-23 2,587,909 5,681,070 45.55%

2020-04-22 1,289,831 2,326,839 55.43%

2020-04-21 2,803,438 5,389,774 52.01%

2020-04-20 3,217,895 5,731,390 56.15%

2020-04-17 4,120,425 7,008,207 58.79%

2020-04-16 1,801,178 3,234,122 55.69%

2020-04-15 4,461,530 10,474,998 42.59%

2020-04-14 4,179,521 8,829,419 47.34%

2020-04-13 3,770,305 5,779,925 65.23%

 
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Don Hutson said:
CYDY short info:

Date Short Volume Total Volume Percent
2020-05-06 4,004,914 5,962,157 67.17%
2020-05-05 4,455,583 7,854,955 56.72%
2020-05-04 5,965,341 12,421,179 48.03%
2020-05-01 5,452,214 11,182,092 48.76%
2020-04-30 4,597,271 8,779,489 52.36%
2020-04-29 4,517,884 10,838,411 41.68%
2020-04-28 4,336,398 9,143,333 47.43%
2020-04-27 10,241,933 19,596,592 52.26%
2020-04-24 3,223,728 10,932,671 29.49%
2020-04-23 2,587,909 5,681,070 45.55%

2020-04-22 1,289,831 2,326,839 55.43%

2020-04-21 2,803,438 5,389,774 52.01%

2020-04-20 3,217,895 5,731,390 56.15%

2020-04-17 4,120,425 7,008,207 58.79%

2020-04-16 1,801,178 3,234,122 55.69%

2020-04-15 4,461,530 10,474,998 42.59%

2020-04-14 4,179,521 8,829,419 47.34%

2020-04-13 3,770,305 5,779,925 65.23%

CytoDyn $CYDY mit Blockbuster Potential WKN: A0YHA5 | wallstreet-online.de - Vollständige Diskussion unter:
https://www.wallstreet-online.de/diskussion/1301376-7501-7510/cytodyn-cydy-blockbuster-potential-wkn-a0yha5
Click to expand...
So talk to me like I’m a 5yr old (which I pretty much am in this arena). What does all this info mean?

 
cosjobs said:
If i knew of a 5% safe stock with growth, I'd put everything in there and quit trading. I guess such a thing exists,but i don't have any idea what it is. Not in this market (NITM).
Click to expand...


Binky The Doormat said:
x1000
Click to expand...


cosjobs said:
Please show me some 4-5% CDs
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It's not exactly the same thing but what do y'all think of Worthy bonds? 

5% return, supposedly you can withdraw whenever. 

I have a very small amount in there right now (less than 1%), strongly considering adding substantially more. 

 
I checked out Worthy and love the idea and the 5% return. Just concerned to hop in now with the state of small business due to the virus. Maybe if things open back up without issue, and small businesses start cranking again. Thanks for the tip. Oz!

 
sporthenry said:
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. 
Click to expand...
$EURN with ~$1 in dividends to be paid out in June (pending approval). Nice little 11% yield at current prices. 

https://www.euronav.com/investors/company-news-reports/press-releases/2020/euronav-announes-first-quarter-2020-results-update/

 
The Lost One said:
How to Read a Short Interest Ratio | Finance - Zacks
https://finance.zacks.com/read-short-interest-ratio-5076.html

A short squeeze is a situation in which a heavily shorted stock or commodity moves sharply higher, forcing short sellers to close out their short positions and adding to the upward pressure on the stock. Short sellers are being squeezed out of their short positions, usually at a loss.

Said another way...

A short squeeze can also happen when a heavily shorted stock starts to rise, and short-sellers start buying to close their positions and cut their losses. The higher the price goes, the more money the short loses.  Once the short-sellers finish their buying, the stock should return to where it was.
Click to expand...
So what does this mean for the current CYDY price?

 
Usually we get our spike after the the terrible number exceeds the expectations, market couldn’t hold back its excitement overnight though.

 
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How local CEO navigated the choppy waters of early HIV research before his work on Covid-19

Some background on Dr. Patterson.  Behind a pay wall but someone posted this in a thread from one of the other articles:

Dr. Bruce Patterson has seen this story before: A virus snakes its way into the population, killing thousands and throwing scientists headlong into the pursuit for any sort of treatment, let alone a vaccine or cure. Back during the emergence of the AIDS virus, Chicago-born-and-raised Patterson was a viral researcher in the early days of molecular biology doing the fundamental studies to figure out how the disease worked. “This isn’t my first pandemic,” he says. During this crisis, however, he is the founder and CEO of IncellDx Inc., a San Carlos-based diagnostics company that could play a major role in getting Covid-19 patients on a particular drug quickly. The company is ramping up its activities in the face of the coronavirus pandemic through its work with Vancouver-based CytoDyn Inc. and that company’s Covid drug candidate leronlimab.

How do you describe what IncellDx does? IncellDx has 87 patents for technology that allows molecular diagnostics in a cell without destroying the cell. New sequencing technologies put cells and tissue in a blender and answer the question, “What’s there?” We know how much is there, what’s it in and how it will respond to drugs. That links to pharma because it provides context into pathways. Basically, we do personalized cellular medicine.

What kind of timeframe are we talking about for these tests? We do what everyone does in solution but in the cell, and we get an answer in two to four hours, rather than three weeks. That makes a difference. I had a clinician tell me, “Some people with stage IV lung cancer don’t have two or three weeks to answer which therapy works for them.”

How was the company funded? We built the company on sales, not on big money raises and venture capital. The best way was to bootstrap, quickly prototype a product, get it in the hands of thought leaders, show its significance and promise and then do strategic deals with reference labs and pharma companies. Some would argue it’s a slower path, but we got to profitability relatively quickly.

What does your growth look like in terms of hiring? We’re looking to put people to work in areas like data entry, shipping, handling, all in support of clinical trials. When we get approval, we will need to scale massively. We will be selling these as a kit worldwide, once CytoDyn tells us where to go.

How was it moving from academia to business? It’s one of the hardest transitions ever, but now I can tell an academic from a business person from a mile away. You have to resist the temptation to want to look at the deepest levels of mechanism when you discover something. In business, it’s how quickly you can get a provisional patent. Instead of “why is this happening?” it’s “this happens, it’s reproducible and we can make a kit out of it.”

What’s been your most important lesson? In 1990, I was using colloidal gold in culture with HIV. It was a therapy for arthritis and it stopped the virus cold. I remember going home to my wife and saying, “I think I just locked up the Nobel Prize.” Now, I see studies where they put lice medicine in culture with Covid and it stopped the virus cold and I have flashbacks. We’ll see. I never want to dash innovation or hope, but after a while you have the experience after having worked in pandemics. The message is “the body isn’t a flask of cells.”

What advice would you give the president on the crisis? I would say there’s a way to phase reopening based on the serologic tests. They have to use rapid serology tests that, hopefully, patients can do at home and are confirmed by more-sophisticated tests.

Who is your mentor? My aunt (Mary Christensen). She was one of the first virologists in the 1960s and later head of virology at Children’s Memorial Hospital in Chicago when I was in virology at Northwestern University. We overlapped a few years before she retired. She could grow any virus any day in any culture and do analysis of it. She was really a trend-breaker and a leader in the field.

What would you do if you had to change careers? I would race sailboats. It’s a chess match on water. The reason Larry Ellison and other smart people go into sailing is that it satisfies a profound intellectual urge while rolling in a physical aspect. It’s a great release: You can’t think of anything else while your body is hanging over the edge of a sailboat going 25 miles per hour and trying to figure out where to go next.

Where is IncellDx in five years? We won’t be around. We’ll be under some other umbrella we do and be bought out and join with some larger group with a broader reach. We have a full portfolio of oncology assays on top of Covid, HPV, HIV and others. Our approach of looking at cells one at a time is being validated.

Dr. Bruce Patterson, CEO, IncellDx Inc.

Education: B.S. from the University of Michigan; M.D. from Northwestern University

The Resume: Chief resident of pathology at Northwestern Memorial Hospital; associate professor and director of diagnostic virology at Stanford University

Reading list: I read books to escape. I love Stephen King, stories that have great character definition. It’s about getting away from it a little bit.

Favorite restaurant: Evvia Estiatorio in Palo Alto and Coqueta in San Francisco

INCELLDX INC.HQ: San Carlos

Employees: 20

Founded: 2009

What it does: Diagnostics company that quickly identifies within a cell whether a gene, for example, is there.

Recent work: The company has focused on Covid-19 amid the pandemic, developing a companion diagnostic for CytoDyn Inc.'s leronlimab, an experimental HIV and cancer drug repurposed to treat patients with respiratory complications.

The (New) Routine

Patterson explained how his schedule has changed amid the pandemic:

Less family time, but more exercising with them

Less sailing and less working out

Less eating as he limits grocery store visits

More writing of research articles
Click to expand...

 
fantasycurse42 said:
Only like 30 over the last month and a half. At least a quarter of those won’t come back anytime soon.

Market has obviously priced that in, I mean we are already at the low levels from last summer.
Click to expand...
Read one article that said something like “the bright side was it was less numbers than previous weeks” that’s because there’s nobody left 

 
Don Hutson said:
CYDY short info:

Date Short Volume Total Volume Percent
2020-05-06 4,004,914 5,962,157 67.17%
2020-05-05 4,455,583 7,854,955 56.72%
2020-05-04 5,965,341 12,421,179 48.03%
2020-05-01 5,452,214 11,182,092 48.76%
2020-04-30 4,597,271 8,779,489 52.36%
2020-04-29 4,517,884 10,838,411 41.68%
2020-04-28 4,336,398 9,143,333 47.43%
2020-04-27 10,241,933 19,596,592 52.26%
2020-04-24 3,223,728 10,932,671 29.49%
2020-04-23 2,587,909 5,681,070 45.55%

2020-04-22 1,289,831 2,326,839 55.43%

2020-04-21 2,803,438 5,389,774 52.01%

2020-04-20 3,217,895 5,731,390 56.15%

2020-04-17 4,120,425 7,008,207 58.79%

2020-04-16 1,801,178 3,234,122 55.69%

2020-04-15 4,461,530 10,474,998 42.59%

2020-04-14 4,179,521 8,829,419 47.34%

2020-04-13 3,770,305 5,779,925 65.23%
Click to expand...
where did you get this?   link pls

 
It kind of reminds me of before we crashed.

The headlines for 2 straight weeks in mid-Feb we’re market shrugs off Coronavirus, notches new high.

I noted this at some point in mid-Feb.

 
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I was reading wsb last night (yeah, I know) but there was a comment on one of the posts that made a lot of sense to me. A lot of us (myself included) have been confused about why the market is doing so well during all of this. The poster was talking about how the companies in the s&p 500 are the most well positioned businesses to handle something like this. The most reserves, best access to credit, most lobbyists, etc. Very similar to the conversation on BLMN on here a while back and how their restaurants are likely to actually increase market share as a lot of mom and pop places go under. 

So basically this is going to disproportionately affect small businesses, regional chains, etc. while places like Olive Garden, Target, and Chase will certainly see a drop in revenue but when things open back up they'll be the only ones standing. 

With that thought in mind I started looking at sector ETFs and some of them, like commercial REITS, have been crushed this year. Sure they've recovered a little bit since March but nothing like Amazon, Disney, etc. 

If we accept that this is what's happening, what short opportunities exist right now? I'm sure there are sectors that haven't fully felt the weight of the economic impact yet or that are at least being underestimated. Any ideas?

 
CR69 said:
I'm sure there are sectors that haven't fully felt the weight of the economic impact yet or that are at least being underestimated. Any ideas?
Click to expand...
Every sector?

Beyond the fact that we won’t see an unemployment level close to February for many years, the impacts of the social unrest with so many unemployed, plus lots of people not having money, and an economy that isn’t going to be nearly as robust for at least 12-24 months; I find it almost impossible this has been priced in.

if it has, we know that Fed basically controls the market and fiat is useless, no reason to hold it.

 
siffoin said:
This was a very good idea, but brought to you guys way too early.  I really regret that.

It's something I kept picking at...trying to figure it out.  It evolved.

These days it is a monthly rotation that selects 2 stocks.  Basically an algorithm runs each month that selects the 2 best stocks.  It holds those for 1 month and the selection process runs again.  It's possible a "top" stock remains selected for more than 1 month.  The system got tested for about 18 months and then went live trading last year.  Under the current market I'm choosing not to run the algo...and that part of the portfolio is just in cash.  When it runs I have no idea what stocks might be selected.  Many times I've never even heard of them. It's done well imo.  If you are interested in the results pm me.

Note:  this is currently all in $CASH.  I don't know when I'm going to trade off of it again.
Click to expand...
A lot of you guys were interested in this - I threw together a quick spreadsheet of what those trades were.  How can you do this?  Was a question I got asked so I'm just answering for all of you here.

In short I don't think it possible.  One main concern is that many times the stock selection is thinly traded...too many people on the trade would have some impact to some probably positive to others negative.  There are other concerns too

Yesterday I did some thinking about re-doing something like this but with a strongly traded stock "universe".  As an example cull a universe of the top holdings in the $SP500; Nasdaq 100; Russell 2k...lets say 30-50 stocks and then run the program for the top selection each month.  If there is interest we could see how that goes and discuss how to implement the strategy of course for edutainment purposes.  Such strategies are HIGH RISK.  You do these things with like 5% of a portfolio.  NO MORE THAN THAT.  Right now, market conditions are likely not conducive to actually trading off of this.  But again - we could run it live - examine the results and when conditions improve have some better understanding of how it is likely to perform.  And then live trade it.

If that is of interest, I'll move forward with it.

 
fantasycurse42 said:
It kind of reminds me of before we crashed.

The headlines for 2 straight weeks in mid-Feb we’re market shrugs off Coronavirus, notches new high.

I noted this at some point in mid-Feb.
Click to expand...
That’s why I like individual stocks now. I’m up more than S&P even with a couple stocks not having amazing earnings (AYX and SEDG), although they had run up. TWLO and FSLY killing it today, up over $6k on those two alone.

Damn, really wish I hadn’t sold any stock to build up cash. Still own a lot of shares, but damn the last week has been huge.

 
siffoin said:
A lot of you guys were interested in this - I threw together a quick spreadsheet of what those trades were.  How can you do this?  Was a question I got asked so I'm just answering for all of you here.

In short I don't think it possible.  One main concern is that many times the stock selection is thinly traded...too many people on the trade would have some impact to some probably positive to others negative.  There are other concerns too

Yesterday I did some thinking about re-doing something like this but with a strongly traded stock "universe".  As an example cull a universe of the top holdings in the $SP500; Nasdaq 100; Russell 2k...lets say 30-50 stocks and then run the program for the top selection each month.  If there is interest we could see how that goes and discuss how to implement the strategy of course for edutainment purposes.  Such strategies are HIGH RISK.  You do these things with like 5% of a portfolio.  NO MORE THAN THAT.  Right now, market conditions are likely not conducive to actually trading off of this.  But again - we could run it live - examine the results and when conditions improve have some better understanding of how it is likely to perform.  And then live trade it.

If that is of interest, I'll move forward with it.
Click to expand...
move

 
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