1. #6756
    Shev2
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    Quote Originally Posted by homie1975 View Post
    SBUX reports ATB. i still see all of them here in south OC, CA with super long lines in the drive thru's no matter the time of day.

    looking for some positive movement today
    I'd like to hear some commentary about downtown locations in big cities w/o drive thrus...a quick google search says 60% of their stores have drive thru. I don't know the revenue exposure, however...

  2. #6757
    homie1975
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    Quote Originally Posted by Shev2 View Post
    I'd like to hear some commentary about downtown locations in big cities w/o drive thrus...a quick google search says 60% of their stores have drive thru. I don't know the revenue exposure, however...
    good stuff. you figure their loyal base is addicted to the caffeine / special recipe so they'll just jump in the car and drive thru since they cannot sit inside.

  3. #6758
    trobin31
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    Quote Originally Posted by homie1975 View Post
    yes short term, because long term it has proven to be an excellent stock
    Just wonder about MCD long term as just my personal perception, as I don’t have any food investments. But over the past few years with places like 5Guys & shake shack on east coast. I honestly can’t even look at a MCD burger anymore. They need a serious make over if they are gonnna survive long term.

  4. #6759
    homie1975
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    Quote Originally Posted by trobin31 View Post
    Just wonder about MCD long term as just my personal perception, as I don’t have any food investments. But over the past few years with places like 5Guys & shake shack on east coast. I honestly can’t even look at a MCD burger anymore. They need a serious make over if they are gonnna survive long term.
    yes good point. i also own YUM which of course is taco bell, pizza hut, kfc and now the habit burger

    check out the 5 year chart on MCD from Feb 2015 to Feb 2020 right before the pandemic.

    very nice growth for a non-tech company

  5. #6760
    Shev2
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    Quote Originally Posted by homie1975 View Post
    good stuff. you figure their loyal base is addicted to the caffeine / special recipe so they'll just jump in the car and drive thru since they cannot sit inside.
    I think they do have a loyal customer base, and that's partly because they've made good investments in their digital marketing and the app they have. When I was living in a downtown neighborhood though, I would get Starbucks all of the time since it was a short walk away and on the route to the office. However, now that I live in the suburbs it's different. And that's primarily because it's hard to differentiate with coffee. Starbucks isn't the only place I can get a quality cup of joe. Each person is different though. I'm personally a big fan of the company.

  6. #6761
    milwaukee mike
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    Quote Originally Posted by trobin31 View Post
    Grabbed some Lemonade. I know some here feel it’s a possible gimmick but looks legit from everything I researched, the market is enormous and disruptive. I think it’ll be a bumpy ride but willing to take a shot at something that could 100x, making a bet there is some support here at $69 but could go lower and would be willing to fill all my planned shares at $40.
    goldman ran the deal and still says it is only worth 44

    i made a killing with it on day 1 and i don't think i would touch it at this point... other than maybe selling some puts, you can get $1.40 for the august $50 puts which gets you in for some more at 48.60 worst case scenario... best case scenario you keep cranking out a free 2%/month for something 20 points out of the money

  7. #6762
    milwaukee mike
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    for lmnd to do a 100-bagger, it would then be worth 5x met life and prudential COMBINED

    ain't gonna happen

  8. #6763
    Goat Milk
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    Quote Originally Posted by homie1975 View Post
    yes good point. i also own YUM which of course is taco bell, pizza hut, kfc and now the habit burger

    check out the 5 year chart on MCD from Feb 2015 to Feb 2020 right before the pandemic.

    very nice growth for a non-tech company
    I think BurgerFi could be the next big one. Bad ass burger. Great chain.

  9. #6764
    Goat Milk
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    Quote Originally Posted by Slurry Pumper View Post
    Yeah, they got the go ahead I believe on their mining opportunity just a few days ago and that is probably the reason for the pop in the stock price. Now comes the reality that this mine needs to be developed and they just don't have the capital and the development will take another couple of years to get going. So this is a speculative stock right now even though they claim to have found a big ass deposit of rare metals like gold and a few others that I can't pronounce. This stock will flip and flop around for a while until they get some real money to back the development. They need their own Elon Musk to do a hype job just like he did for Tesla. If they get that this stock will take off because the potential is there.
    Thanks

  10. #6765
    Goat Milk
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    Quote Originally Posted by BigJay View Post
    TRVN still has a lot of upside I think.
    I first learned about it here late 2018.

    I’m averaged in at .68 it’s at $2.30 today up from .49 in March and up about 100% in the past six weeks.

    PFDUA coming up on 8/7. Info below. Missed out by one vote in 2018.

    https://www.trevena.com/pipeline/iv-oliceridine
    Been invested in this company for like 4 years lol. Haven't touched it, barely looked at it. Not selling anytime soon.

  11. #6766
    trobin31
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    Quote Originally Posted by milwaukee mike View Post
    goldman ran the deal and still says it is only worth 44

    i made a killing with it on day 1 and i don't think i would touch it at this point... other than maybe selling some puts, you can get $1.40 for the august $50 puts which gets you in for some more at 48.60 worst case scenario... best case scenario you keep cranking out a free 2%/month for something 20 points out of the money




    Yeah man I hear you. I said it was likely to go down to $40, I hope it does. I spent time, spoke to friends in insurance and researched the technology. They are way ahead, able to scale and gonna make every facet of purchasing and claiming along with making it more affordable. Sounds like exactly what the insurance industry needs. I see disruption and possibility for exponential growth. I may be wrong by this time next year...but.... I 5 years from now we shall see. I’d rather get in now at 10% planned shares, if or when hits $40 I’m all in and won’t worry about it for years.

  12. #6767
    trobin31
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    ^
    also, I don’t run money for a living. I make plenty of capital in my work. I enjoy investing. I enjoy Longs and swing opportunities occasionally. Sometimes daytrade to hedge when markets red but don’t trade options and generally risk adverse. But overall not worried what analyst’ think about the short term. Didn’t Goldman downgrade Tesla to 600 right before it popped above 1k.

  13. #6768
    Slurry Pumper
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    Yeah, every once in a while I break my own rules and dog style myself. Well figuratively of course because if I could do it literally I would be hangin out banging porn stars in movies that the Donk watches with black dudes with nicknames like Da Tripod, and Hoe Breaker.

    I bought RIG today a day before earnings and just before rising above a resistance level by 2 cents, on news from a friend at the company that works there and tells me that they are going like gang busters out in the ocean Covid free and drilling like a high school teacher at the prom full of catholic school girls who have daddy issues. It immediately shoots up to 2.26 in 10 minutes and I don't sell, then it turns right around and proceeded to come down to 2.04 from 2.21 where I bought it. It was only stopped by the bell this afternoon.

    I should know by now that when I break my rules, I get burned every time. Tomorrow it doesn't matter what I do it will be the wrong move, if I just sell the earnings will come in and it will shoot back up like a rocket, and if I hold the earnings will actually suck and it will be at $1.50 before I can give myself a facial from self gratification efforts to make myself feel better.

  14. #6769
    homie1975
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    A little pop by SBUX

  15. #6770
    milwaukee mike
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    Quote Originally Posted by trobin31 View Post
    ^
    also, I don’t run money for a living. I make plenty of capital in my work. I enjoy investing. I enjoy Longs and swing opportunities occasionally. Sometimes daytrade to hedge when markets red but don’t trade options and generally risk adverse. But overall not worried what analyst’ think about the short term. Didn’t Goldman downgrade Tesla to 600 right before it popped above 1k.
    i agree with that, but that sell recommendation by gs sure took the price down lately

    you can be risk averse and use options for that, like i said if you are willing to buy it down at 40 just sell some puts down there, then you get free money if it doesn't drop that far... but if it does you're in at 40

    i don't think it gets anywhere near 40 but who knows

  16. #6771
    Slurry Pumper
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    Not much is gonna happen today until the 4 horseman take stage in congress as a opening act to the FED. Then on Thursday earnings after the bell will surely move the markets on Friday. Then there is the shyt show going on in congress over the stumblelus bill that you know they willbe battling over for the next week. I said it before and I'll reinterate it now. The market will step in and dive down to scare the shyt out of Congress and then and only then will there be a stimulus agreement.

  17. #6772
    Madison
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    Quote Originally Posted by homie1975 View Post
    yup i'm watching it. my MCD cost base 181 so i cannot do anything unless/until it dips below that point as i do not believe in raising my Cost on a position
    "i do not believe in raising my Cost on a position"

    Apologies, but i type slow and wrote a longer response and it disappeared into cyberspace 80%.

    I respectfully disagree. I have no issue raising my CB. My thinking is if I'm on a winner the real issue is the delta between the current price and my CB. If you held a small position in Amazon in 1998 at say $3 would you have never bought another share? And yes I realize you'd still be well off, but if you consistently raised your cost basis you'd be on the board of directors.

  18. #6773
    milwaukee mike
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    Quote Originally Posted by Madison View Post
    "i do not believe in raising my Cost on a position"

    Apologies, but i type slow and wrote a longer response and it disappeared into cyberspace 80%.

    I respectfully disagree. I have no issue raising my CB. My thinking is if I'm on a winner the real issue is the delta between the current price and my CB. If you held a small position in Amazon in 1998 at say $3 would you have never bought another share? And yes I realize you'd still be well off, but if you consistently raised your cost basis you'd be on the board of directors.
    good point

    i was buying HOME all the way up from $1 to $5 and now it's over 9

  19. #6774
    milwaukee mike
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    holy shit KODK

    on monday this was a $2 stock, now it's $26

  20. #6775
    Madison
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    Eastman Kodak ... something naughty happened here.

    Unreal move this am as they announced a move into Pharma. For you volume experts check it out. Some one apparently bought 1.6M shares yesterday. Last look up ~150%. Something naughty happened here.

  21. #6776
    Madison
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    Quote Originally Posted by milwaukee mike View Post
    good point

    i was buying HOME all the way up from $1 to $5 and now it's over 9
    Exactly. For me CB is all about the delta.

  22. #6777
    Madison
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    Quote Originally Posted by milwaukee mike View Post
    holy shit KODK

    on monday this was a $2 stock, now it's $26
    Check out the volume. Something fishy here.

  23. #6778
    Madison
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    Quote Originally Posted by milwaukee mike View Post
    holy shit KODK

    on monday this was a $2 stock, now it's $26
    It was like $7 this morning. Last I saw it was like $15 which raised my antenna.

  24. #6779
    Madison
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    Quote Originally Posted by Madison View Post
    It was like $7 this morning. Last I saw it was like $15 which raised my antenna.
    $50 now. WTF

  25. #6780
    navyblue81
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    Quote Originally Posted by Madison View Post
    Check out the volume. Something fishy here.
    Wow. Was going to buy this morning but was afraid as soon as I would it would plummet. That’s insane what’s going on. It’s Jordan Belfort stuff.

  26. #6781
    homie1975
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    Quote Originally Posted by Madison View Post
    "i do not believe in raising my Cost on a position"

    Apologies, but i type slow and wrote a longer response and it disappeared into cyberspace 80%.

    I respectfully disagree. I have no issue raising my CB. My thinking is if I'm on a winner the real issue is the delta between the current price and my CB. If you held a small position in Amazon in 1998 at say $3 would you have never bought another share? And yes I realize you'd still be well off, but if you consistently raised your cost basis you'd be on the board of directors.
    more often than not i believe it works the other way, one ends up losing when he continuously raises his cost basis. to each his own, whatever makes the person comfortable

  27. #6782
    navyblue81
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    Main reason why KODAK is going up is because Trump pumped it. You get the President to pump a stock it's going to skyrocket. Simple as that. I'm not going anywhere near it. Wish I did earlier this week but knowing my luck the minute I do, it will plummet. That's been my luck the last couple weeks with stocks. I've lost a lot of $$$ the last two weeks b/w DKNG, GAN, LCA, and some other stocks. Everything I buy into just drops like a rock the minute I execute.

  28. #6783
    Shev2
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    Quote Originally Posted by Madison View Post
    If you held a small position in Amazon in 1998 at say $3 would you have never bought another share? And yes I realize you'd still be well off, but if you consistently raised your cost basis you'd be on the board of directors.

  29. #6784
    milwaukee mike
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    wow did someone really sell some KODK at 60 right before it went back down to 29

  30. #6785
    navyblue81
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    Quote Originally Posted by milwaukee mike View Post
    wow did someone really sell some KODK at 60 right before it went back down to 29
    I feel bad for anyone who bought at $50. haha. It could go back up, of course. Never underestimate the power of a President's influence. I just wish he would pump up some of my stocks so I can stop this bleeding that's been going on in my portfolio the last two weeks. Been a nightmare. NOVN the one killing me. Had high hopes in that stock. Same with AZN.

  31. #6786
    milwaukee mike
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    Quote Originally Posted by navyblue81 View Post
    I feel bad for anyone who bought at $50. haha. It could go back up, of course. Never underestimate the power of a President's influence. I just wish he would pump up some of my stocks so I can stop this bleeding that's been going on in my portfolio the last two weeks. Been a nightmare. NOVN the one killing me. Had high hopes in that stock. Same with AZN.
    it's really crazy that a 100-year old company can go from 2 to 60 in 2 days

    volume today is already 4x the total market cap... so every existing share has changed hands 4x in a couple hours

  32. #6787
    milwaukee mike
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    43 million shares outstanding, and already 6 million august 2.5 puts have changed hands

  33. #6788
    Iona
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    Earnings after the close today:


  34. #6789
    milwaukee mike
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    my back of the envelope calculation says kodk will have $300 million in sales (they said eventually 30% of their business will be generic drugs)... so that is potentially worth $500 million or so in market cap ($11/share)

  35. #6790
    milwaukee mike
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    this has never happened to me before

    i was trying to take a free $4500


    Rejected Sell to Open 100 KODK Aug 21 2020 5.0 Put Limit 0.45 -- 07/29/20 11:33:34 07/29/20
    Order No. KODK Aug 21 2020 5 Put Tax Lot ID Method:Your standing method Entered:11:33:34 07/29/20 Reuse
    Order rejected: Opening transactions for this options contract are not being accepted.
    Last edited by milwaukee mike; 07-29-20 at 10:49 AM.

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