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Stock Thread (8 Viewers)
- Thread starter St. Louis Bob
- Start date
⚡DEADHEAD⚡
Footballguy
cosjobs
Footballguy
We have both really benefitted from the wild market and this thread. I don't want to mention name, but rhymes with Friend Buys Ferry is the only guy here who has lost money. This is not normal and we need to tiem our exit into ETFs or mutual funds or some other boring #### at some point so we don't lose all our gains.
cosjobs
Footballguy
beef
Footballguy
Been watching DFS too, but no action yet. I did my end of month cash load so I got more powder to play with. Think I'm going to take it easy today and wait til Monday.
The derivative of the coronovirus curve in the US is just about the same as it was during the peak in the spring. In other words, it's steepening, not flattening and this is summertime. Fear, yes, but also a legit concern about markets if people are not going to be out an about on these warm days and what that means for the coming fall and winter.
I nibbled on 100 shares of WFC sub 2 this morning. When they cut their dividend, I may buy a lot because I suspect it'll drop a good chunk.
fantasycurse42
Footballguy Jr.
The fact that we haven't heard or seen from NP lately actually gives me comfort and makes me happy. Sounds like people smart enough told him to shut the #### up.
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siffoin
Footballguy
I think it can move 30% in 2 months. But you know how I feel about $BA from a fundamental and trend point of view.
⚡DEADHEAD⚡
Footballguy
We should also factor in that broader small-cap pharma is on fire, not just CYDY. In addition to prospects for good news, we're riding a wave.
My lord look at the Innovio chart since COVID hit. Ticker INO.
My lord look at the Innovio chart since COVID hit. Ticker INO.
fantasycurse42
Footballguy Jr.
I'm also hopeful on a GOLD rally today. Fear is creeping in, buy that yellow rock as we know the Fed will come to the rescue and devalue our paper.
I almost want to day trade some GOLD. I'm going to do it on paper and avoid the temptation, I own enough of it to begin with. I'd be in if I was day trading right now for 2500 shares at $25.37 looking to make $1,500 going to $26. Stop would be about the same below, so like $24.7ish.
I almost want to day trade some GOLD. I'm going to do it on paper and avoid the temptation, I own enough of it to begin with. I'd be in if I was day trading right now for 2500 shares at $25.37 looking to make $1,500 going to $26. Stop would be about the same below, so like $24.7ish.
cosjobs
Footballguy
beef
Footballguy
fantasycurse42
Footballguy Jr.
I absolutely agree it can move 30% in 2 months... Sadly, I just have no idea which way.
sporthenry
Footballguy
fantasycurse42
Footballguy Jr.
Yes, he was bearish BA, actually gave me pause and I didn't add it to my bucket bc of that. At $100 I would add BA though.
sporthenry
Footballguy
I resemble that remark
cosjobs
Footballguy
cosjobs
Footballguy
cosjobs
Footballguy
![[icon]](/data/avatars/m/5/5167.jpg?1660313464){kind=avatar}
Todem
Footballguy
I don’t disagree......but the market always over does it to the downside and upside. So take advantage when it does.
Redwes25
Footballguy
sporthenry
Footballguy
I will say, I wouldn't be surprised if dividends aren't as frothy. If the market isn't going to reward you for a dividend, then no point in paying out 20% of your stock price in one quarter. The fear is, if you pay out 20% of your stock and rates plummet as expected, then the stock price could get smoked if your capital structure becomes unsustainable. Depends on what rates do between now and then. It seems like the market is pricing in $10-$15k/day rates which would be historically low. I'd probably rather see debt paydown and maybe announce some buybacks. Scare some of the shorts a bit.
BassNBrew
Footballguy
Won't be much debt left on the books after this quarter.
Also, even if we're sucking, the rest of the world is moving on.
-OZ-
Footballguy
Just looking at my list:
Kroger, SE, Amazon, Omega health, CYDY, Sprout's (don't own but watching),
The Gap is trending. Up 30% today. But that thing is all over the place (before today might have been a good onion type play). Just saw, Kanye made this bump happen.
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eaganwildcats
Footballguy
Todem
Footballguy
sporthenry
Footballguy
Yeah, I do think there is some upside given the reopening won't be smooth. So would think that oil demand will be sporadic as demand will be up and down as folks reopen then stop then reopen. I suppose we still won't see 100k/d rates in that environment since there will still be more ships than necessary but a lot of ships for the past 3-6 months that were supposed to be worked on got pushed out so hopefully that keeps supply tight. I really like DHT since they fixed a bunch of their ships at 60k/day. For reference, one of the ships they have on a charter at 67k/d got re-leased by the firm leasing it from DHT for $27k. So not great for the spot market but they're earning $40k over the spot on those ships.
Redwes25
Footballguy
fantasycurse42
Footballguy Jr.
Redwes25
Footballguy
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Todem
Footballguy
Funny I thought your comment was quite an ******* response. I mean do you think I do not know...what is going on in South Florida.....where I live?
Anyway....let’s leave it at that.
Todem
Footballguy
fantasycurse42
Footballguy Jr.
Don't think my family will ever live within the NYC borders again. We're in flux right now, a lot depends on how my employer behaves. If we wind up back in the area, it will be in Monmouth or Middlesex County or possibly Montclair area of North Jersey.
Redwes25
Footballguy
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Todem
Footballguy
My bad I thought it said location. I just fixed it.
Anyway.....Yeah....things are getting stupid down here. Palm Beach County is a shining example of what not to do. They thumbed their nose at following social distancing and wearing masks in public.
It is insane.
Other stocks to buy today....PFE. Keeps getting cheaper.
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eaganwildcats
Footballguy
Not sure if you saw but one of the four was cancelled but then picked back up for about 40k over two years which seems pretty good.
If rates stay low I have to imagine we start seeing some scrapping and the order book remains super light. Also plenty of chances for some sort of catalyst to push rates higher again.
Just keep clipping dividends waiting for the super cycle...
I sold the 100 shares I had left of LK because I was tired of looking at them and bought 100 shares of CYDY in the 4s just because. Worked out well but a tiny portion of my overall CYDY shares. Just feels way better.
Killing the S&P again today. Up 1.2% instead of down 1.5%. CYDY a big factor, but lots of green with FSLY, LVGO and ETSY working. I think I’m close to up 15% on the S&P the last week and a half.
sporthenry
Footballguy
Was it the same ship? Thought it was a different one but yeah, $40k/d is still great. I just saw the registration. No idea what that could be for. I'd want them to be buying shares back at this price, not issuing more.
