All things STOCKS

#6,376
#6,376
VolAllen said:
SAVE got some pretty nice upgrades after their ER. Most with a $25 PT.
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Many of these companies have had to dilute their equity or load up on debt so their old highs are likely years away. But $25 is reasonable. There shouldn’t be much risk with SAVE as long as the measures to combat the virus don’t see huge set backs. We’ll be a year into the battle before too long and there is an army of Pharma names working on solutions.
 
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#6,377
#6,377
Thunder Good-Oil said:
Many of these companies have had to dilute their equity or load up on debt so their old highs are likely years away. But $25 is reasonable. There shouldn’t be much risk with SAVE as long as the measures to combat the virus don’t see huge set backs. We’ll be a year into the battle before too long and there is an army of Pharma names working on solutions.
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Did you happen to listen to their earnings call? Those dudes are good and really know their $hit. They sound extremely confident that they’ll come out of this better off than they were before.
 
#6,378
#6,378
VolAllen said:
Did you happen to listen to their earnings call? Those dudes are good and really know their $hit. They sound extremely confident that they’ll come out of this better off than they were before.
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No. But whenever I see SAVE discussed on TV or mentioned in articles they are always described as one of the better run companies that should be best positioned to withstand industry setbacks.
 
#6,379
#6,379
Thunder Good-Oil said:
No. But whenever I see SAVE discussed on TV or mentioned in articles they are always described as one of the better run companies that should be best positioned to withstand industry setbacks.
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I was actually blown away by those guys. I bought 1,000 more shares, so they did their job 😂
 
#6,381
#6,381
Thunder Good-Oil said:
Cheap fuel is good. Reduced airliner production is a drag. Low interest rates are good. Working at home could be bad.
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I think working from “home” is actually an advantage. I had a client who actually flew Spirit from MI to SC to work from his “home” here in Myrtle.
 
#6,382
#6,382
VolAllen said:
I think working from “home” is actually an advantage. I had a client who actually flew Spirit from MI to SC to work from his “home” here in Myrtle.
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I was thinking that it could be a wash. Working from home cuts down on daily commutes and brings people together visually that are far apart geographically. But there might be more convening of employees face-to-face a couple of times per year while the work force could be far more disbursed. But it does seem more logical that working remotely is a sea change and exactly how that affects long distance business travel is to be determined. How well can sales reps close deals minus client visits? Lots to be speculated on.
 
#6,383
#6,383
Thunder Good-Oil said:
I was thinking that it could be a wash. Working from home cuts down on daily commutes and brings people together visually that are far apart geographically. But there might be more convening of employees face-to-face a couple of times per year while the work force could be far more disbursed. But it does seem more logical that working remotely is a sea change and exactly how that affects long distance business travel is to be determined. How well can sales reps close deals minus client visits? Lots to be speculated on.
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The client I’m referring to was the VP of a building materials company out of Michigan. He gave me some pretty good info on that industry and their current struggles. He said at the beginning, orders came to a dead stop. Then he said they just absolutely exploded with orders, but couldn’t get enough materials because of the plants and factories being shutdown. If memory serves, this was in September and he hadn’t been to his actual office since March. So he decided to work from his vacation home. Also said he was voting for Trump lol.
 
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#6,387
#6,387
Thunder Good-Oil said:
I’m now long SAVE and CCL. I don’t mind hanging on to SAVE for a while, but a quick 7-10% and I’m probably bailing on CCL. Looking at 12/1 bookings if their test open goes well. They are going to do mock cruises with employees as the “clients”.
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Be careful buying in to soon. Not allowing passengers for months doesn't make sense to me. They've had 8 months to figure out a system instead of sailing the boats empty.

CDC Says Cruises Can Set Sail Again But Passengers Will Not Be Allowed On Board

Screenshot_20201101-135454_Chrome.jpg
 
#6,388
#6,388
Orange_Vol1321 said:
Be careful buying in to soon. Not allowing passengers for months doesn't make sense to me. They've had 8 months to figure out a system instead of sailing the boats empty.

CDC Says Cruises Can Set Sail Again But Passengers Will Not Be Allowed On Board

View attachment 319576
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If they hit the 12/1 target to begin sailing again then CCL will pop. But I might exit on the first rally if one happens. ANY good news with COVID and CCL will pop. I have a feeling that the MSM fear mongering goes away around 11/4.
 
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#6,391
#6,391
VolAllen said:
Everyone still think Biden wins?



I definitely don't.
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The AA vote gets to decide. If they buy into the D’s message then Biden has it. But the Ds do seem kind of desperate. Obama is in Biden’s TV spots more than Biden is. Every time Biden makes a public appearance he makes mistakes like somebody with cognitive difficulties. I think that Kamala will be the POTUS by 2022.
 
#6,392
#6,392
Thunder Good-Oil said:
The AA vote gets to decide. If they buy into the D’s message then Biden has it. But the Ds do seem kind of desperate. Obama is in Biden’s TV spots more than Biden is. Every time Biden makes a public appearance he makes mistakes like somebody with cognitive difficulties. I think that Kamala will be the POTUS by 2022.
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I believe Trump is about to win huge.
 
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#6,393
#6,393
VolAllen said:
I believe Trump is about to win huge.
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TX, FL. GA, NC, PA, OH, MI, MN, WI, and AZ/NV if those are divided up. Trump absolutely has to hang on to TX. Must have FL, GA, and probably PA. If Trump wins those 4 then he might only need one of OH, MI, MN, or WI. If Trump loses any one of TX, FL, or GA he is toast. PA is yuge.
 
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#6,394
#6,394
Thunder Good-Oil said:
TX, FL. GA, NC, PA, OH, MI, MN, WI, and AZ/NV if those are divided up. Trump absolutely has to hang on to TX. Must have FL, GA, and probably PA. If Trump wins those 4 then he might only need one of OH, MI, MN, or WI. If Trump loses any one of TX, FL, or GA he is toast. PA is yuge.
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Biden lost PA with his oil comment at the last debate
 
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#6,395
#6,395
Thunder Good-Oil said:
TX, FL. GA, NC, PA, OH, MI, MN, WI, and AZ/NV if those are divided up. Trump absolutely has to hang on to TX. Must have FL, GA, and probably PA. If Trump wins those 4 then he might only need one of OH, MI, MN, or WI. If Trump loses any one of TX, FL, or GA he is toast. PA is yuge.
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There were 4 PA rallies this weekend that looked just like this...he ain’t losing PA.
F0F8BC4C-5343-4EF8-A98E-2355A5BBD1D6.png
 
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#6,396
#6,396
Thunder Good-Oil said:
TX, FL. GA, NC, PA, OH, MI, MN, WI, and AZ/NV if those are divided up. Trump absolutely has to hang on to TX. Must have FL, GA, and probably PA. If Trump wins those 4 then he might only need one of OH, MI, MN, or WI. If Trump loses any one of TX, FL, or GA he is toast. PA is yuge.
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He'll probably lose MN, but he'll win 2 of MI, WI, and PA. AZ is in the bag. He won TX last time by nearly 1mil votes, that aint going blue. Lost NV last time by about 20,000 votes, so that is definitely in play for Trump now. He hasn't lost his base. The question is if he's brought anyone over from the other side.
 
#6,397
#6,397
Also, not that it matters too much because it's only 4 EV's, but I have a feeling he takes NH this time. He lost there last time by about 2,800 votes.
 
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#6,398
#6,398
Trump is campaigning like a beast. When Biden makes public appearances he has serious gaffes at EVERY appearance. But the Ds have done a good job of hiding him. They had a good sized lead and it was smart to keep him away from microphones unless he was reading from a script. I still think that Biden hangs on unless there is a major news item hitting on Monday. There’s one out today about Harris being listed as a contact in the China/Hunter scandal but even I will admit that it’s probably a nonsense story.
 
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#6,399
#6,399
Thunder Good-Oil said:
The AA vote gets to decide. If they buy into the D’s message then Biden has it. But the Ds do seem kind of desperate. Obama is in Biden’s TV spots more than Biden is. Every time Biden makes a public appearance he makes mistakes like somebody with cognitive difficulties. I think that Kamala will be the POTUS by 2022.
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Agree. HRC lost because the AA voter stayed home in Philly, Milwaukee, Jacksonville, Charlotte, and Detroit in 2016 vs 2012.
 
#6,400
#6,400
VolAllen said:
Also, not that it matters too much because it's only 4 EV's, but I have a feeling he takes NH this time. He lost there last time by about 2,800 votes.
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Trump is going to lose NH. That state is slowly getting more liberal with all those Boston Dems moving up.

I dont like Trumps chances..
 
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