Stock Market Discussion -- started 03/06/2018 -- updated daily !!!

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  • trobin31
    SBR Hall of Famer
    • 01-09-14
    • 9853

    #6441
    Originally posted by milwaukee mike
    what i don't get about that value argument is why penn is a value at 29 when you could've had it at 3.75 (and at 3.75 the future didn't look as bleak with more sports delays/unemployment forever/etc)

    same with wynn at 78 when it was 35, etc etc

    gambling revenue is based on old people and young people... if all the old people are too scared to go to casinos (or the fun has been sucked out of it), and young people are too broke (because those extra $600 unemployment checks won't last forever) then the overall gambling business will never go back to 2019 levels
    I have most of my money in GMBL and GAN based on my thesis esports(GMBL) will continue to gain traction and is already a big thing Asia, which I expect blow past us economy in years to come and More brick and mortar casinos will seek offering online options(GAN). I have overall exposure in BETZ(etf) butbsee the most growth potential in these two
    Comment
    • Lineman
      SBR MVP
      • 11-21-09
      • 2593

      #6442
      I posted this on 4/20 and with couple of replies......

      Originally Posted by Lineman
      Maybe can someone here help me understand. The whole world is sitting on their asses and the market is on its way to V shape recovery?

      [/QUOT
      Easy. because most people don't have money in the market.



      [/QUOTE]^ This

      huge disconnect between wall street and main street. but what else is new.
      [/QUOTE]


      Same deal......Nothing makes sense nowadays.....The only thing that ever made sense in the market is: "Just Follow The Trend". No questions asked!
      Last edited by Lineman; 07-14-20, 03:51 PM.
      Comment
      • KVB
        SBR Aristocracy
        • 05-29-14
        • 74817

        #6443
        Originally posted by milwaukee mike
        what i don't get about that value argument is why penn is a value at 29 when you could've had it at 3.75 (and at 3.75 the future didn't look as bleak with more sports delays/unemployment forever/etc)

        same with wynn at 78 when it was 35, etc etc

        gambling revenue is based on old people and young people... if all the old people are too scared to go to casinos (or the fun has been sucked out of it), and young people are too broke (because those extra $600 unemployment checks won't last forever) then the overall gambling business will never go back to 2019 levels
        Gambling was just beginning to explode as legislation across the country was legalizing. Money offshore was coming back too.

        If you think about it, that aspect of growth is still in it's infancy and has many legs left. There is a post COVID world and gambling will go right back where it was and then some.

        I don't really feel prepared to address Penn at this moment though, I'll try to get back to that.
        Comment
        • milwaukee mike
          BARRELED IN @ SBR!
          • 08-22-07
          • 26914

          #6444
          Originally posted by trobin31
          I have most of my money in GMBL and GAN based on my thesis esports(GMBL) will continue to gain traction and is already a big thing Asia, which I expect blow past us economy in years to come and More brick and mortar casinos will seek offering online options(GAN). I have overall exposure in BETZ(etf) butbsee the most growth potential in these two
          makes sense, i just see betz as buying in late to most of these things... but super long-term it might still be early
          Comment
          • chico2663
            BARRELED IN @ SBR!
            • 09-02-10
            • 36915

            #6445
            did you see where the guy killed himself because of robinhood?
            Comment
            • navyblue81
              SBR MVP
              • 11-29-13
              • 4143

              #6446
              BOXL killing it with schools going virtual.
              Not sure it’s too late to jump on their train.
              Comment
              • Slurry Pumper
                SBR MVP
                • 06-18-18
                • 2811

                #6447
                Looks like another rally so I'm switching my positions around a little today. Buying back SLB and going long. Long on the banks with GS. Staying with the gold plays, probably getting out of the AXP, and buying a little bit of F.
                Comment
                • trobin31
                  SBR Hall of Famer
                  • 01-09-14
                  • 9853

                  #6448
                  I am looking at taking positions in more solar energy plays. Tbh Tesla is probably all you need for solar, but I am looking at a few with room to run like Sunrun, Sunpower. Already have a a position in NextEra and I think that’s probably the safest long term.

                  even before Biden announcing intention to allocate trillions into clean energy it’s the future, so might as well start now in case Dems manage to control every Executive and Legislative branches post November.
                  Comment
                  • trobin31
                    SBR Hall of Famer
                    • 01-09-14
                    • 9853

                    #6449
                    Originally posted by Slurry Pumper
                    Looks like another rally so I'm switching my positions around a little today. Buying back SLB and going long. Long on the banks with GS. Staying with the gold plays, probably getting out of the AXP, and buying a little bit of F.
                    I think Ford is a sneaky EV play. If their mustang is a hit this could take off.
                    Comment
                    • milwaukee mike
                      BARRELED IN @ SBR!
                      • 08-22-07
                      • 26914

                      #6450
                      Originally posted by trobin31
                      I think Ford is a sneaky EV play. If their mustang is a hit this could take off.
                      yeah and it trades for less than 10% of tsla's market cap

                      i really like ford's preferreds... f-b pays 7% and the company has over $40 billion in cash, so it will keep paying those dividends
                      Comment
                      • Iona
                        SBR MVP
                        • 01-08-10
                        • 4244

                        #6451
                        Comment
                        • Lineman
                          SBR MVP
                          • 11-21-09
                          • 2593

                          #6452
                          GBT
                          Here is a bullish pattern that you guys can relate to. 3 bar pattern is called "field goal". And the middle one another single bullish candle Rocky Balboa (aka hammer). So Rocky Balboa kicking a field goal . One way to get in to these break of the high of the previous candle. I am already long. Always do your own dd. GL!
                          CSTL from yesterday working!
                          Last edited by Lineman; 07-15-20, 12:50 PM. Reason: can't paste an image????
                          Comment
                          • Lineman
                            SBR MVP
                            • 11-21-09
                            • 2593

                            #6453
                            Iona maybe you can help, I am not able to show the image. I can paste it but after the post doesn't show....???
                            Comment
                            • Lineman
                              SBR MVP
                              • 11-21-09
                              • 2593

                              #6454
                              gbt



                              Test
                              Comment
                              • navyblue81
                                SBR MVP
                                • 11-29-13
                                • 4143

                                #6455
                                Looks like AstraZeneca may be the vaccine winner. If so, might be a time to load up.
                                Comment
                                • compaqDikk
                                  SBR Hall of Famer
                                  • 10-08-05
                                  • 5699

                                  #6456
                                  Originally posted by navyblue81
                                  BOXL killing it with schools going virtual.
                                  Not sure it’s too late to jump on their train.
                                  looks like it wasn't too late

                                  Search Results
                                  Finance Results
                                  Market Summary > Boxlight Corp
                                  NASDAQ: BOXL
                                  2.38 USD +0.44 (22.68%)
                                  Closed: Jul 15, 7:59 PM EDT · Disclaimer
                                  After hours 3.13 +0.75 (31.51%)
                                  Comment
                                  • rake922
                                    SBR Posting Legend
                                    • 12-23-07
                                    • 11692

                                    #6457
                                    You guys should buy more SWBI.... alot of guns getting sold
                                    Comment
                                    • navyblue81
                                      SBR MVP
                                      • 11-29-13
                                      • 4143

                                      #6458
                                      Originally posted by compaqDikk
                                      looks like it wasn't too late

                                      Search Results
                                      Finance Results
                                      Market Summary > Boxlight Corp
                                      NASDAQ: BOXL
                                      2.38 USD +0.44 (22.68%)
                                      Closed: Jul 15, 7:59 PM EDT · Disclaimer
                                      After hours 3.13 +0.75 (31.51%)
                                      Yeah if was a nice payday for me. Think it may run a little more with schools going more virtual. But going to sell tomorrow morning and jump into ZVO. A higher education sector stock for online learning. This should see a steady rise.
                                      Last edited by navyblue81; 07-15-20, 10:06 PM.
                                      Comment
                                      • CanuckG
                                        SBR Posting Legend
                                        • 12-23-10
                                        • 21978

                                        #6459
                                        GAN. Buy GAN before it's too late.
                                        Comment
                                        • antifoil
                                          SBR MVP
                                          • 11-11-09
                                          • 3993

                                          #6460
                                          the best way to see who believes or doesn't believe in their vaccine is to look at what executives are selling their stock.
                                          Comment
                                          • trobin31
                                            SBR Hall of Famer
                                            • 01-09-14
                                            • 9853

                                            #6461
                                            Think I’ve mentioned this before, but, IMO it’s difficult to elicit a robust immune response that lasts for common cold viruses. An mRNA vaccine, while there has never been one, there has never really been a need for a cold virus vaccine, and mRNA is the most likely mechanism to create the powerful immune response you need. I feel this places companies like Moderna and Biontech at a unique advantage to have a vaccine that is most effective, and thus most widely used. Vector vaccines like the one from AstraZeneca & CanSino have a good safety track record, and we may see data be approved earlier and perhaps be used earlier, but personally I don’t think the efficacy will be as good. I’ve been buying shares of moderna when it cycles to less than $60 every other month. I do think it’s reasonable to hedge with astrazeneca.

                                            Calling it now....next comment will be the looney toons infowars guy giving us his view on the globalist vaccine plot to control our minds....
                                            Comment
                                            • homie1975
                                              SBR Posting Legend
                                              • 12-24-13
                                              • 15453

                                              #6462
                                              Originally posted by trobin31
                                              Think I’ve mentioned this before, but, IMO it’s difficult to elicit a robust immune response that lasts for common cold viruses. An mRNA vaccine, while there has never been one, there has never really been a need for a cold virus vaccine, and mRNA is the most likely mechanism to create the powerful immune response you need. I feel this places companies like Moderna and Biontech at a unique advantage to have a vaccine that is most effective, and thus most widely used. Vector vaccines like the one from AstraZeneca & CanSino have a good safety track record, and we may see data be approved earlier and perhaps be used earlier, but personally I don’t think the efficacy will be as good. I’ve been buying shares of moderna when it cycles to less than $60 every other month. I do think it’s reasonable to hedge with astrazeneca.

                                              Calling it now....next comment will be the looney toons infowars guy giving us his view on the globalist vaccine plot to control our minds....
                                              tremendous insight and thank you!
                                              Comment
                                              • navyblue81
                                                SBR MVP
                                                • 11-29-13
                                                • 4143

                                                #6463
                                                Bought some ZVO and NOVN shares today. NOVN getting a patent today and ZVO a great play with online schooling.
                                                Seeing very steady growth. ZVO not the kind of stock that will go up 50% in a day but should see a slow and steady climb as the school year gets closer.

                                                By the way, I guess WB likes Zovio. Gave it a 100% strong buy rating.
                                                Comment
                                                • navyblue81
                                                  SBR MVP
                                                  • 11-29-13
                                                  • 4143

                                                  #6464
                                                  Lost 30% on my portfolio last Friday and Monday. But have gotten more than 50% of it back with BOXL and now Zovio .
                                                  Comment
                                                  • Snowball
                                                    BARRELED IN @ SBR!
                                                    • 11-15-09
                                                    • 30047

                                                    #6465
                                                    still holding QQQ /XLK puts - and see sharp losses for ZM soon.
                                                    MA, FSLY, COUP, all gonna drop more.
                                                    Comment
                                                    • homie1975
                                                      SBR Posting Legend
                                                      • 12-24-13
                                                      • 15453

                                                      #6466
                                                      Originally posted by Snowball
                                                      still holding QQQ /XLK puts - and see sharp losses for ZM soon.
                                                      MA, FSLY, COUP, all gonna drop more.
                                                      good luck Snower
                                                      Comment
                                                      • grease lightnin
                                                        SBR Posting Legend
                                                        • 10-01-12
                                                        • 16015

                                                        #6467
                                                        Originally posted by navyblue81
                                                        Lost 30% on my portfolio last Friday and Monday. But have gotten more than 50% of it back with BOXL and now Zovio .


                                                        Sounds like you don’t miss sports at all.
                                                        Comment
                                                        • antifoil
                                                          SBR MVP
                                                          • 11-11-09
                                                          • 3993

                                                          #6468
                                                          i just mean to look up any scheduled stock sale by executives at these companies to see if they are releasing positive press releases before said sale to pump up the stock. I would question the validity of any positive vaccine press release that coincide with executive stock sales.
                                                          Comment
                                                          • jonal
                                                            SBR Wise Guy
                                                            • 06-01-09
                                                            • 772

                                                            #6469
                                                            added to long term draft kings position today
                                                            Comment
                                                            • navyblue81
                                                              SBR MVP
                                                              • 11-29-13
                                                              • 4143

                                                              #6470
                                                              Originally posted by grease lightnin
                                                              Sounds like you don’t miss sports at all.
                                                              Finding ways to keep busy with my time haha. Although I will be betting on "sportsbooks" next week with GAN and DKNG. Should see some big gains soon.
                                                              Comment
                                                              • navyblue81
                                                                SBR MVP
                                                                • 11-29-13
                                                                • 4143

                                                                #6471
                                                                This is why I was afraid to buy NIO. I knew eventually reality would sink in. It rose much higher than I thought and kept going but it's correcting itself now much like WKHS did last week. It was only a matter of time.
                                                                Comment
                                                                • trobin31
                                                                  SBR Hall of Famer
                                                                  • 01-09-14
                                                                  • 9853

                                                                  #6472
                                                                  In my experience insider sales/buying is only something to use to validate a position you are already hold because of fundamentals, multiple insiders trading one-sided or you actually know the exact reason insider traded occurred.

                                                                  How can you possibly know why the insider traded....maybe someone has dirt on them and they need to make a payoff. Maybe their spouse is demanding a new house or yacht, maybe they are trying to drive up the share price with perceived insider buying. I just can’t rest my laurels and my money on insider trading when you have no fukin clue why they made the trade.
                                                                  Comment
                                                                  • navyblue81
                                                                    SBR MVP
                                                                    • 11-29-13
                                                                    • 4143

                                                                    #6473
                                                                    SE and FSLY have been one of my top stocks to keep an eye on and/or play. Both have taken a major beating this past week. FSLY has gone down 25% in less than a week. SE has gone down 15%. Good prices for both right now. A lot of good stocks can be bought for real cheap. Square and NET are a couple others that are good bargains after falling this week.

                                                                    Also to hold Zovio for a while. While I think BOXL is more of volatile and is obviously shooting up now, Zovio is more of a steady gainer and will slowly work its way towards $10 (from $4 now) to September. Did some DD on it last night and it's a great stock to invest in.
                                                                    Comment
                                                                    • Madison
                                                                      SBR Hall of Famer
                                                                      • 09-16-11
                                                                      • 6428

                                                                      #6474
                                                                      Originally posted by trobin31
                                                                      In my experience insider sales/buying is only something to use to validate a position you are already hold because of fundamentals, multiple insiders trading one-sided or you actually know the exact reason insider traded occurred.

                                                                      How can you possibly know why the insider traded....maybe someone has dirt on them and they need to make a payoff. Maybe their spouse is demanding a new house or yacht, maybe they are trying to drive up the share price with perceived insider buying. I just can’t rest my laurels and my money on insider trading when you have no fukin clue why they made the trade.
                                                                      Yeah, this. I can't remember the stock but some CEO sold 10K shares for 12Mil or so last week. At first I said holy shit until I found out it was like 10% of his/her holdings. To me it's the number of insiders and the % of their shares.
                                                                      Comment
                                                                      • trobin31
                                                                        SBR Hall of Famer
                                                                        • 01-09-14
                                                                        • 9853

                                                                        #6475
                                                                        Emerging markets looking better by the day.
                                                                        Comment
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