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Thread: Stocks/Investments Thread (formerly "ELON MUSK IS GOD" thread)

  1. #2601
    Quote Originally Posted by Sanlmar View Post
    Just to keep you sharp

    Airlines are not receiving a bailout. In populist times a history of using bonds and profit to juice stock to get a bonus that puts your compensation @ 1000x a worker just ainít gonna happen.

    That established ..

    You know the airlines have gone bk multiple times? They can go bk on Tues and Thursday youíre winging your way to Boston. Itíll be transparent to you.

    Please note your closest exit.
    My father in law bought a bunch of Delta at the low point a couple weeks ago. I guess they don't have a lot of debt so they were regarded as safe. It is around even now from then, maybe a little up. Should he bail?

    I understand Berkshire Hathaway sold a bunch of Delta stock so they could get below the 10% threshold and not have to report what they do next, which is worrisome.
    I smoke color purple
    I'm up in here feeling like silly
    Nappy ass dreads, what's that you say?
    Watch your mouth, Milli Vanilli
    You can get snaked, you can get faked
    I'll buy the bitch that you feeling
    'Cause you thought that she was an angel
    That bitch ain't no angel, I treat her halo like a Frisbee

  2. #2602
    Nova Scotia's REAL #1 Webcam DJ sonatine's Avatar
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    sorry, not going to scroll back but you guys know that berkshire dumped their airlines positions on friday yes?
    "Birds born in a cage think flying is an illness." - Alejandro Jodorowsky

    "America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs



    http://www.lolstockaments.com/

  3. #2603
    Quote Originally Posted by verminaard View Post
    Quote Originally Posted by Sanlmar View Post
    Just to keep you sharp

    Airlines are not receiving a bailout. In populist times a history of using bonds and profit to juice stock to get a bonus that puts your compensation @ 1000x a worker just ain’t gonna happen.

    That established ..

    You know the airlines have gone bk multiple times? They can go bk on Tues and Thursday you’re winging your way to Boston. It’ll be transparent to you.

    Please note your closest exit.
    My father in law bought a bunch of Delta at the low point a couple weeks ago. I guess they don't have a lot of debt so they were regarded as safe. It is around even now from then, maybe a little up. Should he bail?

    I understand Berkshire Hathaway sold a bunch of Delta stock so they could get below the 10% threshold and not have to report what they do next, which is worrisome.
    I must confess I was a little off the rails. Hyperbole. Yes, they are getting money. Call it a bailout. I hate that description here. I look at it like a trade - a business transaction between gov and the stupid airlines. The “strings attached” are going to possibly include the gov taking equity, etc. The airlines are going to be publicly flogged.


    If you can get out even ... move on.

    I don’t fuck with stuff that can go bankrupt overnight. Or stuff like oil where a sheik can have a mood swing and you’re working 3 jobs for the next ten years.

    Why flirt with bad companies in bad industries that are near bankruptcy when there are tremendous companies that got swept out with the tide but are still great. I don’t know... I’m thinking companies that haven’t already gone thru bankruptcy a couple times already.

    I get the attraction. It’s a gritty ballsy gamble. You’re supposed to be rewarded for that move. That’s not me.

    I wonder if these airline guys had the scratch to hedge fuel costs. That woulda been a hero move.

  4. #2604
    Everyone is assembling a list of companies to buy “at the bottom”.

    I’m assembling a list of companies to short when people think corona is over and we mistakenly rally. There are gonna be some rude surprises when the economic damage is realized.

    Car repossessions. Car finance. Ford Credit That’s gonna be big. Now it’s your turn.... it’s an easy game.


    Let’s stay strictly medical. Imagine the backlog of cases ... the people who couldn’t be seen for cancer, surgery, etc. I think I saw stories about hospital layoffs already. The hospital nightmare will continue for months. This wasn’t a good financial story for hospitals.

    Corona was just the start. Trump says he is a war time president. This will have affected our society like a war we lost.
    Last edited by Sanlmar; 04-05-2020 at 12:04 AM.

  5. #2605
    Quote Originally Posted by simpdog View Post
    Quote Originally Posted by Tellafriend View Post

    Iíve already applied and recd a confirmation.
    Did I miss that you're Canadian?
    Ha, nope, not close

     
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      Baron Von Strucker: bummer Canada needs lawyers

  6. #2606
    You know what would send CGC through the roof?



    If they developed a vaccine that had a THC ingredient. Would have to synthesize all of the worlds cannabis and have companies turn factories into growhouses.


    Shit would be lit.
    It is in my bones which sucks so can make it hard to move sometimes. Trying to spend as much time with friends and family.

  7. #2607
    Louis Rossman's hot take on the whole PPP bullshit...



    We need to burn it all down and start over. Start dragging these shady politicians thru the streets like they do in Mexico.

     
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      Tellafriend: He’s right

  8. #2608
    Quote Originally Posted by Onestep View Post
    You know what would send CGC through the roof?



    If they developed a vaccine that had a THC ingredient. Would have to synthesize all of the worlds cannabis and have companies turn factories into growhouses.


    Shit would be lit.
    How much you down?
    Signature has been deleted by Dan Druff for not following proper font regulations (Sons of bitches)

  9. #2609
    Master of Props Daly's Avatar
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    Quote Originally Posted by Avon Barksdale View Post
    Louis Rossman's hot take on the whole PPP bullshit...



    We need to burn it all down and start over. Start dragging these shady politicians thru the streets like they do in Mexico.

    This will be viewed as a hot take by some but itís really not the big banks fault or problem either.

    You show up to your desk on Monday morning and there is a line out the door of people with last years ledger in hand. You have no guidelines. You have no applications. You have no budget or actual cash in the vault to hand out. You have no idea what the approval process is or who get to make the decision..... and on top of that you have a day job running a branch and pulling together paper work for Car loans and Morgages the bank actually makes money on.

    They might as well said we have a 350B budget signed into law go to your local McDonalds to pick up your loan.

  10. #2610
    Quote Originally Posted by Daly View Post
    Quote Originally Posted by Avon Barksdale View Post
    Louis Rossman's hot take on the whole PPP bullshit...



    We need to burn it all down and start over. Start dragging these shady politicians thru the streets like they do in Mexico.

    This will be viewed as a hot take by some but itís really not the big banks fault or problem either.

    You show up to your desk on Monday morning and there is a line out the door of people with last years ledger in hand. You have no guidelines. You have no applications. You have no budget or actual cash in the vault to hand out. You have no idea what the approval process is or who get to make the decision..... and on top of that you have a day job running a branch and pulling together paper work for Car loans and Morgages the bank actually makes money on.

    They might as well said we have a 350B budget signed into law go to your local McDonalds to pick up your loan.
    I know that Mass Unemployment is not able to communicate with Feds.
    The kids in NYC talk about their UI being behind too.

    This should be a military grade execution.

    Instead we have Trumpís. team. Admittedly, the Feds run on sundials but I donít detect the urgency exhibited by say, Coumo for instance.

    No faith

  11. #2611
    Quote Originally Posted by Sanlmar View Post
    Quote Originally Posted by Daly View Post


    This will be viewed as a hot take by some but it’s really not the big banks fault or problem either.

    You show up to your desk on Monday morning and there is a line out the door of people with last years ledger in hand. You have no guidelines. You have no applications. You have no budget or actual cash in the vault to hand out. You have no idea what the approval process is or who get to make the decision..... and on top of that you have a day job running a branch and pulling together paper work for Car loans and Morgages the bank actually makes money on.

    They might as well said we have a 350B budget signed into law go to your local McDonalds to pick up your loan.
    I know that Mass Unemployment is not able to communicate with Feds.
    The kids in NYC talk about their UI being behind too.

    This should be a military grade execution.

    Instead we have Trump’s. team. Admittedly, the Feds run on sundials but I don’t detect the urgency exhibited by say, Coumo for instance.

    No faith
    I have people that have filed applications a week ago but haven't gotten approved yet. Thing is you gotta wait. Hard for people to get that, especially now. I think this is par for the course. You shouldn't expect any different. These agencies are handling 50x the amount of traffic they regularly do and we both know the kind of brainchildren working at these places. Yea, not the best and brightest thats for sure.
    It is in my bones which sucks so can make it hard to move sometimes. Trying to spend as much time with friends and family.

  12. #2612
    Quote Originally Posted by Onestep View Post
    Quote Originally Posted by Sanlmar View Post

    I know that Mass Unemployment is not able to communicate with Feds.
    The kids in NYC talk about their UI being behind too.

    This should be a military grade execution.

    Instead we have Trump’s. team. Admittedly, the Feds run on sundials but I don’t detect the urgency exhibited by say, Coumo for instance.

    No faith
    I have people that have filed applications a week ago but haven't gotten approved yet. Thing is you gotta wait. Hard for people to get that, especially now. I think this is par for the course. You shouldn't expect any different. These agencies are handling 50x the amount of traffic they regularly do and we both know the kind of brainchildren working at these places. Yea, not the best and brightest thats for sure.
    Once the bill started to take shape the States should have been tooling up. It didn’t take a genius to predict the numbers.

    NY: I got an idea. On April 3rd we will hire 200 UI personnel and begin training. Meanwhile landlords are gonna suck a dick cause they ain’t getting paid. Then the banks....and so on and so on.

    It’s just bad economics unless you want to exercise the nuclear option. We didn’t make that choice.

    Not to mention the human cost.

    So, “the thing is you gotta wait ” doesn’t fly when your citizens are in jeopardy. Children and families.

    But you know what? NY is miles ahead of most states I am willing to bet.

    If I were to be honest, Mass is prolly at war with Trump. Mass probably isn’t in a problem solving mode. They would rather be the victim politically.

  13. #2613
    Master of Props Daly's Avatar
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    Quote Originally Posted by Daly View Post
    Quote Originally Posted by Dan Druff View Post
    Yup, here's the Motley Fool (which pains me to link) saying the same thing as the above two posts: https://www.fool.com/investing/2020/...an-cruise.aspx

    Baffling how RCL is still at $25 now. That won't last.

    NCL and CCL still have farther to fall, despite being at $8.

    Remember when I told everyone not to touch these cruise lines until this whole thing is all over, and perhaps not even then. I'm starting to believe that all of these companies will go under.

    The reduction of social distancing will occur in phases. Phase 1 will be, "It's okay to go back to work", Phase 2 will be, "It's okay to invite friends over again, and to go out to restaurants", and then several other phases, and the last of all of them will be, "It's okay to go on a cruise ship."

    There may not be cruising at all until a vaccine is developed. I don't think these companies can ride it out for anywhere near that long. Whether they can even make it to July 2020 is questionable.

    We may see the destruction of all cruise ilnes, followed by a rebirth with a somewhat different business model and target age demographic.

    Most laughable are the people with cancelled cruises from March to May who are skipping the refund and instead booking (highly marked up) future cruises at a supposed "discount".

    When these cruise companies crash and burn, their "Future Cruise Credits" won't be worth the e-mail bytes they're printed on.

    Time to buy
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      peter mcneil: Go go CCL

  14. #2614
    Master of Props Daly's Avatar
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    Going to be a good day to sell if the futures hold.

  15. #2615
    Bought 200 MGM yesterday @ 12.08. Amazing uptick. Baruch Hashem. Maybe casinos open in May?


    CCL killing it as well.


    Who says you cant get stock tips from a 8th tier poker forum? TYVM Daly.

     
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      Daly: Happy to help - might be a keeper
    It is in my bones which sucks so can make it hard to move sometimes. Trying to spend as much time with friends and family.

  16. #2616
    Quote Originally Posted by Daly View Post
    Going to be a good day to sell if the futures hold.
    What're you thinking with CCL, I picked up 3k more at $8.20. still just going to sit on it or sell and rebuy assuming it drops after this shot up?

  17. #2617
    Owner Dan Druff's Avatar
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    Quote Originally Posted by Sanlmar View Post
    Everyone is assembling a list of companies to buy ďat the bottomĒ.

    Iím assembling a list of companies to short when people think corona is over and we mistakenly rally. There are gonna be some rude surprises when the economic damage is realized.

    Car repossessions. Car finance. Ford Credit Thatís gonna be big. Now itís your turn.... itís an easy game.


    Letís stay strictly medical. Imagine the backlog of cases ... the people who couldnít be seen for cancer, surgery, etc. I think I saw stories about hospital layoffs already. The hospital nightmare will continue for months. This wasnít a good financial story for hospitals.

    Corona was just the start. Trump says he is a war time president. This will have affected our society like a war we lost.
    This is actually a good idea, but not for the reason you stated. At the moment, it is being projected that the hospital bed shortage won't be nearly as bad as feared, and in many places won't happen at all.

    Ventilator shortages, yes. ICU shortages, yes. Hospital beds, no.

    And don't cry for hospitals financially. They will be taken care of by insurance companies, and if not, the government will definitely kick in some help.

    With all of that said, you are likely correct that the economic damage will be underestimated, and that the market will rally on good corona news. That's the time to short. The earnings statements and other bad news will roll in, and..... oy vey.

  18. #2618
    Owner Dan Druff's Avatar
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    Quote Originally Posted by peter mcneil View Post
    Quote Originally Posted by Daly View Post
    Going to be a good day to sell if the futures hold.
    What're you thinking with CCL, I picked up 3k more at $8.20. still just going to sit on it or sell and rebuy assuming it drops after this shot up?
    Don't hold it. I would sell now and either count your $ or wait for the next good entry point.

    Keep in mind that at some point reality is going to hit the cruise industry. Namely, they're not going to operate in 2020 in all likelihood, and some or all will crash and burn. Once that reality is understood, it should go far below $8, and very possibly to zero point zero.

  19. #2619
    Quote Originally Posted by Dan Druff View Post
    Quote Originally Posted by peter mcneil View Post

    What're you thinking with CCL, I picked up 3k more at $8.20. still just going to sit on it or sell and rebuy assuming it drops after this shot up?
    Don't hold it. I would sell now and either count your $ or wait for the next good entry point.

    Keep in mind that at some point reality is going to hit the cruise industry. Namely, they're not going to operate in 2020 in all likelihood, and some or all will crash and burn. Once that reality is understood, it should go far below $8, and very possibly to zero point zero.
    I think they should take their profit but cruises will be sailing again soon.

    We have flattened and in the next 7-10 days new cases will drop off a cliff. Market is forward looking and already pricing this in.

  20. #2620
    Owner Dan Druff's Avatar
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    Quote Originally Posted by abrown83 View Post
    Quote Originally Posted by Dan Druff View Post

    Don't hold it. I would sell now and either count your $ or wait for the next good entry point.

    Keep in mind that at some point reality is going to hit the cruise industry. Namely, they're not going to operate in 2020 in all likelihood, and some or all will crash and burn. Once that reality is understood, it should go far below $8, and very possibly to zero point zero.
    I think they should take their profit but cruises will be sailing again soon.

    We have flattened and in the next 7-10 days new cases will drop off a cliff. Market is forward looking and already pricing this in.
    Cases could drop off a tremendous cliff and cruising would still be a big no-no.

    That's the absolute worst place to be with this virus still active (and no vaccine or effective treatment for it). Cruise ships are notorious for having viruses spread and sickening large numbers of people.

    Did you see my post in another thread about baseball planning this weird thing where they all hole up in Phoenix, and play at local stadiums with no crowd, while constantly testing?

    That's the plan because they know massive crowds won't be allowed anytime soon. Cruise ships aren't going to be allowed either until the entire threat has been neutralized.

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