Sideshow Bob
Footballguy
Not today!Low blow buddy. That's the only thing I still own that's produced worse than Amazon the last little bit.
Not today!Low blow buddy. That's the only thing I still own that's produced worse than Amazon the last little bit.
Haha not buying because you hate the idea of cruising or just don’t think the stock is worth it?They might be, but it won't be me buying 'em and it certainly will NEVER be me riding on a floating petri dish again in my lifetime.
Hoping we start seeing these things more places than those ridiculous electric scooters.Good little day for BEEM!
Banner couple of days for this guy. Seems like that rotation out came roaring back in. Wish I hadn’t trimmed APPN, rocket ship. One of my underperformers that turned on a dime and has blown up lately. I trimmed some that already doubled but it’s up another 30%.Adios Etsy, thanks for showing Bezos how it's done.
I don't hate the IDEA of cruising. I've been on a cruise. I hated it. I hate cruising.Haha not buying because you hate the idea of cruising or just don’t think the stock is worth it?
Jesus, it's FLYING now.Hoping we start seeing these things more places than those ridiculous electric scooters.
Congrats on this call. I sold too early and I hate looking at this thing now, lol. You can't go broke taking a profit and all that, but doubling my money would have been better.Good little day for BEEM!
Bingo.Congrats on this call. I sold too early and I hate looking at this thing now, lol. You can't go broke taking a profit and all that, but doubling my money would have been better.
Whoa, man, just whoa. Let's not go crazy here. Own a proven winner (Saints, obviously), not those chumps.The 49ers were good once upon a time this year also. I’d rather Own the Bucs right now
Amazing. Anything EV related is hot. Reminds me of crypto and search engines. If you can make the easy money do it because 95% of these companies will be worthless in 5 years.Jesus, it's FLYING now.
Have to think Robinhood or whatever is getting into these.Amazing. Anything EV related is hot. Reminds me of crypto and search engines. If you can make the easy money do it because 95% of these companies will be worthless in 5 years.
I got in a little higher than you, but still up over 100% now with today's gain. May be time to put in that trailing stop loss.Good little day for BEEM!
I treat the warrants like an imbedded call option.Whoa, man, just whoa. Let's not go crazy here. Own a proven winner (Saints, obviously), not those chumps.
On the SPAC subject, for IPOC-IPOF (of which I own them all), what's the deal with the warrants portion? For 3 of those I own the units which include some warrants, but I don't know if I want to split those off or let them ride as units, etc. I haven't found much out there on what the warrants entail to know if I should eff with it.
100%. Things like this happen all the time, just on an every other week timeframe this year. I mean, I’d bet if you totaled up all the current car companies market caps including Tesla, you could probably match that with the 15 Chinese EV companies and all these ancillary companies. I mean I read about one company making three wheeler units that went up 60% this week. Crazy.Have to think Robinhood or whatever is getting into these.
I do have to say, though, that the new Mustang EV commercial they ran last night during the TNF game was pretty baddasssssss....100%. Things like this happen all the time, just on an every other week timeframe this year. I mean, I’d bet if you totaled up all the current car companies market caps including Tesla, you could probably match that with the 15 Chinese EV companies and all these ancillary companies. I mean I read about one company making three wheeler units that went up 60% this week. Crazy.
Agreed. So the IOPD.U has 1/4 of a warrant at I think @11.50. So if you own 4 shares, you'll get a 5th for $11.50 at some point. If you think it ends up above $11.50, it makes sense to hold. Not sure of the timing though.I treat the warrants like an imbedded call option.
I, too, owned it for about 5 minutes. Happy to see it doing well, though.Congrats on this call. I sold too early and I hate looking at this thing now, lol. You can't go broke taking a profit and all that, but doubling my money would have been better.
Just playing devil's advocate here as I don't really have anything invested, but there is a long, long ways between the glory days and where the stock is now. I think that is probably the allure.I don't hate the IDEA of cruising. I've been on a cruise. I hated it. I hate cruising.
But the stock offers me what exactly? A potential for the return to glory days? I don't get a dividend to hold it, so I'm buying it just in hopes that people flock back to cruises and the stock price returns to levels pre-pandemic. I'm not saying that WON'T happen - it probably will - but when? In the meantime, I'd rather put my money to work in stocks that I believe have near term catalysts not already embedded in the stock, companies with growth potential not yet realized or companies that will pay me 5% just to hold their stock and bounce in a narrow trading range.
I rarely if ever play transport stocks, I have dabbled in oil and gas and only been burned and I generally avoid cyclicals. If you think cruise lines are coming back in the wake of a vaccine, then you are absolutely right, this is a great entry point. I have no doubt that there are many many people who miss cruising and are champing at the bit to go on one. Not the way I'd prefer to spend my vacation dollars, but then again, I don't quite understand myriad things that are popular with the people on our planet. Looking at you, action figure movies.
Does it? I thought CCL had a secondary offering coming up. No?There is a long, long ways between the glory days and where the stock is now. I think that is probably the allure.
Even if you think the cruise industry will be cut by half long-term (probably ludicrous) that still leaves the cruise stocks room to run up like 80% before that hit half of what their value was before. They could double from here and still be 60% off their highs.
I'm not some cruise guy, and far from an expert on stonks, but I think most people expect we are pretty much at the peak of Covid. We may go up a little more over the next couple months but with a vaccine now very likely for next year it seems extremely likely that Covid will be much less of an issue next winter than it was this winter. It looks like the big cruise companies are in pretty good position to survive at this point which, realistically the biggest risk with them was not the state of the industry as a whole (given that at their lows they were priced at 1/6th of the March highs and no one expects the cruise industry to shrink to 1/6 of what it was) but rather the risk that they would not have the capital to survive the cruising shutdown.
So realistically, two years from now where will the cruise industry be compared to where it was pre-covid? I mean CCL could double from where it is now and it was still be at a 40% decline from where it was in March. Do we expect the cruise industry to be cut by more than half long-term? If not then an 80%-100% increase from CCL's current price over the next two years seems entirely reasonable.
When will it be available to the public?Roblox going IPO. My 6th grader loves that game.
Selling too early has probably cost me the most money this year and I’m sort of close to doubling up this year. This missed buys do hurt as well like SE and TSLA back in March/April along with a lot of others, but I also did buy ZM, FSLY and others. You can’t buy every winner although it does suck when you had plenty of cash and watch them double and triple and got scared of a double dip. Selling too early feels worse to me. Except for FLGT, I still own a good chunk of everything I’ve sold some early so that takes the edge off. Man, why did I ever sell a share of TTD!I, too, owned it for about 5 minutes. Happy to see it doing well, though.
It's not the things I sold too early or too late that bother me, for some reason. Sure, it would have been great to get out of CYDY at $10.00 or to still be owning this. Or SE.
It's the decisions not to buy something that bother me. And maybe they weren't wrong. I know I put my money somewhere else when I looked at and decided not to grab MSFT at $45-$50 back in like 2015. And maybe that worked out OK after all. But it annoys me that I made the decision not to buy it. Or when I looked at LULU in '17 and after an earnings pop said, "Nah, $70 is too expensive. I'll wait for it to pull back." Dumb###.
Yeah, I’d be worried about 1.5 years of almost no revenue and ships sitting idle. How much of their reserve is left and how much maintenance is needed to get ships back up to speed and to be safe? I can’t imagine they are in good shape. Hey, they can draw down available credit and sell shares but that means they aren’t financially close to where they were. If they can get any new ships for a few years does that impact revenue a lot?Does it? I thought CCL had a secondary offering coming up. No?
Maybe they will adopt a model of less people and charge more money.I have little doubt people will go on cruises again and companies will profit from cruising again. Will it be these companies and the people who are currently shareholders? :shurg:
I plan to look at the financials before I invest but as far as name recognition, I believe royal Caribbean has an extremely strong brand. Carnival is the cheaper option that more people will be able to afford.I have little doubt people will go on cruises again and companies will profit from cruising again. Will it be these companies and the people who are currently shareholders? :shurg:
Unfortunately I own the Gores that has been mimicking that dog AmazonGMHI finally moving.
Keep in mind that most companies have fixed costs and the profit comes from the last 10-20% of sales. Getting back to 50% revenue doesn’t keep them afloat.Just playing devil's advocate here as I don't really have anything invested, but there is a long, long ways between the glory days and where the stock is now. I think that is probably the allure.
Even if you think the cruise industry will be cut by half long-term (probably ludicrous) that still leaves the cruise stocks room to run up like 80% before they hit half of what their value was before. They could double from here and still be 60% off their highs.
I'm not some cruise guy, and far from an expert on stonks, but I think most people expect we are pretty much at the peak of Covid. We may go up a little more over the next couple months but with a vaccine now very likely for next year it seems extremely likely that Covid will be much less of an issue next winter than it was this winter. It looks like the big cruise companies are in pretty good position to survive at this point which, realistically the biggest risk with them was not the state of the industry as a whole (given that at their lows they were priced at 1/6th of the March highs and no one expects the cruise industry to shrink to 1/6 of what it was) but rather the risk that they would not have the capital to survive the cruising shutdown.
So realistically, two years from now where will the cruise industry be compared to where it was pre-covid? I mean CCL could double from where it is now and it was still be at a 40% decline from where it was in March. Do we expect the cruise industry to be cut by more than half long-term? If not then an 80%-100% increase from CCL's current price over the next two years seems entirely reasonable.
I can definitely see plenty of short term catalysts as vaccines get distributed, cases decline in the spring, PRs come out about people cruising, etc. Stuff like banks and hotels have already recovered like 80% of their losses from March. The biggest spikes on the likely forthcoming good covid news over the next year are probably going to be biggest for the stuff that is still super beaten down.
I own both, but I’ll add some things I’ve noticed in terms of long term investing. While there are some dogs and sometimes you have to cut bait (LK comes to mind), if you don’t give a stock you like time you can miss out. I’ll give you two examples:Unfortunately I own the Gores that has been mimicking that dog Amazon
Keep in mind that most companies have fixed costs and the profit comes from the last 10-20% of sales. Getting back to 50% revenue doesn’t keep them afloat.
Funny that he posted that in there instead of these two threads. I know he’d never admit it but based on his posts, he’s got to be down a #### ton on HGEN. Now he’s in on some other drug?Going to short Merck based on Whyatts post in the covid thread
CR69 said:Going to short Merck based on Whyatts post in the covid thread
I guess these are excellent posts for a stock discussion thread. Interesting to see I live rent free in both your heads.stbugs said:Funny that he posted that in there instead of these two threads. I know he’d never admit it but based on his posts, he’s got to be down a #### ton on HGEN. Now he’s in on some other drug?
Good news for what company? I don't live inside your head.I guess these are excellent posts for a stock discussion thread. Interesting to see I live rent free in both your heads.
So all my posts trying to expose the risks and deception related to Cydy weren’t helpful huh. Seems you both gave up on that one and sold. I wonder why, good news is 2 weeks away, most likely. Fundamentals look great, just read their 8k.
Queue all the bad faith arguments and personal attacks, seems they are allowed in this thread.
Hey, I made a good chunk. I’m not mad at all and believe me you had nothing to do with me selling. Just tired of waiting and didn’t want to lose my profits because I missed the $10. You want HGEN stock to do well just like the CYDY guys wanted to make money. You’re not Mother Theresa and that’s OK, no need to hide it. This thread is about making good stock picks. Even I thought about buying HGEN but very glad I didn’t.I guess these are excellent posts for a stock discussion thread. Interesting to see I live rent free in both your heads.
So all my posts trying to expose the risks and deception related to Cydy weren’t helpful huh. Seems you both gave up on that one and sold. I wonder why, good news is 2 weeks away, most likely. Fundamentals look great, just read their 8k.
Queue all the bad faith arguments and personal attacks, seems they are allowed in this thread.
You are in mine man, I hope that can be enough for you. BFFs as long as you apologize to Jeff.Good news for what company? I don't live inside your head.
Probably true. I'm just in Tesla and QCLN, and not too worried about those going to zero (probably just let them ride). But that's the double edged sword of using just 15% of my money to try to beat the market. When we do, it's not big enough to get really excited. Wins are fun of course, more along the lines of getting them right than actually making much $$$. Still, other than my bone headed decision to buy triple short ETFs, it's been a decent year for the funds.. If you can make the easy money do it because 95% of these companies will be worthless in 5 years.
I see no issues there. I’ve been around awhile even though it’s just the past two years that I’ve really been into individual stocks. I’ve just seen so many hot things and typically there are way more “winners” during the hot time and then a couple or a handful actually win long term. The funny part is that the early guys don’t always win. Look at Google and all the search engines before them. So many worth a lot and basically poof. All the alt coins to Bitcoin? Look at that other thread.Probably true. I'm just in Tesla and QCLN, I'm not too worried about those going to zero. I'm inclined to just let them ride. I guess that's the double edged sword of using just 15% of my money to try to beat the market. When we do, it's not big enough to get really excited. Wins are fun of course, more along the lines of getting them right than actually making much $$$. Still, other than my bone headed decision to buy triple short ETFs, it's been a decent year for the funds.
People still expecting this? Can’t see it.Wake me up when Amazon splits
AMZNPeople still expecting this? Can’t see it.
HGEN seems every bit as risky though. I'll give you the government connection but I am not convinced at all that lenzilumab is a better drug than leronlimab. I hope both get approved though, so I'm still rooting for you Whyatt.I guess these are excellent posts for a stock discussion thread. Interesting to see I live rent free in both your heads.
So all my posts trying to expose the risks and deception related to Cydy weren’t helpful huh. Seems you both gave up on that one and sold. I wonder why, good news is 2 weeks away, most likely. Fundamentals look great, just read their 8k.
Queue all the bad faith arguments and personal attacks, seems they are allowed in this thread.
Look premarket. Holy cow. Anything EV related whether real or not is flying. It’s as if everyone in the world will be replacing their current cars and tractors. Yes, I saw a pop for a company that owned some of a solar tractor company. KXIN is up 10x in a month. It’s got Chinese and car so it’s on fire. Problem is that it’s just a Chinese used car dealer. No EV, no matter.Good little day for BEEM!