All things STOCKS

[Big Gucci Sosa]

OUCH

 

[lmoore944]

Here goes MARK @VolAllen

 

[SpaceCoastVol]

That's why the stock price fell by 75-80%. They are also a huge player in defense and space.

The airlines are one of the largest beneficiaries of the multi-trillion dollar stimulus. I don't think that the commercial airliner production division has a less than zero value yet.

When the 'stimulus' is done (sometime in the fall), the airlines are gonna be furloughing a boat load of people. The big 3 are gonna shrink, bigly. IF they are half the size they were going into this I will be amazed. Whether or not international traffic comes back quickly is the big variable in all this, but regardless, I wouldn't touch BA. I think it's hot garbage for the forseeable future for their commercial division, and while it might not be worth zero, it ain't far from it. I would love to know what you think makes it remotely attractive though.

 

[Thunder Good-Oil]

When the 'stimulus' is done (sometime in the fall), the airlines are gonna be furloughing a boat load of people. The big 3 are gonna shrink, bigly. IF they are half the size they were going into this I will be amazed. Whether or not international traffic comes back quickly is the big variable in all this, but regardless, I wouldn't touch BA. I think it's hot garbage for the forseeable future for their commercial division, and while it might not be worth zero, it ain't far from it. I would love to know what you think makes it remotely attractive though.

Dow 30 member
Major defense contractor
Will be a major Space Force contractor
Part of a duopoly
Multi year backlog before C19
Way off it's highs
Doubled in 5 days when C19 news looked brighter

to name some big reasons

 

[headhunter15]

When the 'stimulus' is done (sometime in the fall), the airlines are gonna be furloughing a boat load of people. The big 3 are gonna shrink, bigly. IF they are half the size they were going into this I will be amazed. Whether or not international traffic comes back quickly is the big variable in all this, but regardless, I wouldn't touch BA. I think it's hot garbage for the forseeable future for their commercial division, and while it might not be worth zero, it ain't far from it. I would love to know what you think makes it remotely attractive though.

So, air travel will be a thing of the past?

 

[VolAllen]

Here goes MARK @VolAllen

I’m holding

5,000 MARK
1000 JNUG
5000 SXTC
10,000 VISL
1,000 MFA

I’ve got most of the cash sitting on the sidelines for now looking for something good. I did make about $600 this morning on ZN.

 

[VolAllen]

I think things are going to get rocky again for the next couple of weeks, so it’s going to be swings in and out only if possible

 

[SpaceCoastVol]

So, air travel will be a thing of the past?

Of course that's not what I said.

 

[headhunter15]

Of course that's not what I said.

Didn’t understand what you were meaning.

 

[VolNRaleighNC]

I’m holding

5,000 MARK
1000 JNUG
5000 SXTC
10,000 VISL
1,000 MFA

I’ve got most of the cash sitting on the sidelines for now looking for something good. I did make about $600 this morning on ZN.

I’m taking a strong look at DFFN and AMRN

 

[VolAllen]

Nice! I finally sold off my JNUG today. Didn’t make much profit, but a little bit is better than none. I got in on NVAX yesterday, so I’m hoping for a decent swing on it after they announced their flu vaccine was cleared by FDA. I’m thinking it’ll shoot up some early in the morning.

Might want to buy JNUG again if it dips close to $4. I believe $5 by the end of the week is a definite.

 

[VolAllen]

Also, CCL (Carnival) is basically a no brainer BUY right now. -82% in 3 months, from $52 to now $9. This at the very least will double your money by years end. Probably even much sooner..

 

[lmoore944]

Also, CCL (Carnival) is basically a no brainer BUY right now. -82% in 3 months, from $52 to now $9. This at the very least will double your money by years end. Probably even much sooner..

I bought in today around $10. I agree it’s a no brainer. Today was a panic sell by everybody IMO.

 

[UT-Rex]

Also, CCL (Carnival) is basically a no brainer BUY right now. -82% in 3 months, from $52 to now $9. This at the very least will double your money by years end. Probably even much sooner..

Very likely (just within the past 2 weeks it did this).

Also, Carn just borrowed $6.25b, and Royal borrowed only 2.2 (each amount is to cover them for 12 mo). And, it looks like Carn borrowed $650m just back in Oct. Royal is also at about 1/5 its recent high.

Thoughts, on carn vs royal ?

 

[VolAllen]

Very likely (just within the past 2 weeks it did this).

Also, Carn just borrowed $6.25b, and Royal borrowed only 2.2 (each amount is to cover them for 12 mo). And, it looks like Carn borrowed $650m just back in Oct. Royal is also at about 1/5 its recent high.

Thoughts, on carn vs royal ?

Carnival has a much bigger fleet than RC. I don’t know much about RC other than it’s regarded as a more expense cruise, and they’re a smaller company. That says to me that Carnival is probably the safer play of the cruise lines.

CCL now down in the $8’s. I will definitely be starting small here, probably 100 shares to get my feet in the door and then see which way it goes from there.

 

[UT-Rex]

Ok, sounds reasonable.

 

[VolAllen]

CCL in $7’s now

 

[Go aeiou]

CCL in $7’s now

They had to pay 11% for their most recent loan. A few months ago, October? They paid 1%.

They seem to be better at cutting cost, but they have one problem after another. Safety, sickness, pollution.
I suspect RCL is a better buy for the long run.

 

[lmoore944]

I have shares of LK

 

[DocVOLiday]

CCL in $7’s now

I set limit buys throughout the $7s, just trying to pick up a bit as it drops

well, if it keeps dropping... seems to have stagnated around $8 for now

 

[Freak]

I didn't realize CCL is incorporated in Panama.

 

[BigOrangeMojo]

CCL in $7’s now

CCL owns Princess, which has been decimated. It's probably a 50/50 (at best) bet that CCL avoids BK. If they do, the returns will be great though.

 

[VolAllen]

In with 400 CCL at 8.30. Will sell above 9

 

[05_never_again]

Dow 30 member
Major defense contractor
Will be a major Space Force contractor
Part of a duopoly
Multi year backlog before C19
Way off it's highs
Doubled in 5 days when C19 news looked brighter

to name some big reasons

All those reasons (other than being a member of the Dow - that means nothing on a go-forward basis and it wouldn't shock me if they were removed from the Dow at some point) I think are good ones that the company won't be allowed to go bankrupt, not necessarily that the stock is a buy. The company will survive, but that doesn't mean the equity will be valuable.

You've got the CEO out this morning talking about how the entire aircraft industry might have to restructure itself given potential changes in the types of planes airlines want in a post-virus world. Likely 7+ years until global passenger traffic gets back to 2019 levels. That backlog they had before COVID-19 has probably evaporated. Really long road ahead. The stock is going to stop going down at some point, but that doesn't necessarily mean it's a good one to allocate capital to in a market full of other options.

 

[DocVOLiday]

nice, just got fractional shares on robinhood