1. #1
    trobin31
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    Thoughts on Stock Market post Covid-19

    Iím expecting a long recovery and likely more prolonged crash once continued earnings are low consecutive quarters. Donít be fooled by low prices of cruise and airlines. Banks have a round of small business defaults coming. Another round of stimulus before the election if the economy is moving in the right direction as this is GOP only platform to run on besides ethnic divides. I am overweight on e-commerce, cloud, cybersecurity and online pay services. But here are a few stocks I am taking large positions on and why.

    Healthcare
    starting here since this is my area of expertise and my opinion may mean more here. Race to vaccine is complex with so many corporations in the fold.

    AstraZeneca AZN, using a known viral vaccine shell and are actually further along with large trials than some other well known vaccine makers like Moderna. They have secured contracts for early production and Iíd put them in the early lead. Even at current all time highs I think itís a buy but clear support at 53 and a double buy close to 50

    Gilead GILD, producers of remdesivir, Iíve been treating CoVID19 patients for past 3 months and have seen several iterations of treatments from lopinavir/ritonavir, azithromycin & Hydroxychloroquine. Currently the only treatment with some semblance of evidence for use is Remdesivir and toclizumab, and these are the only ones being used on our sickest patients. Where I think we could see significant profits long term could be from post-exposure prophylaxis if Gilead were to develop remdesivir to be used in a similar way to tamiflu where one can take it to avoid getting sick if someone at home gets COVID-19. Plus, remdesivir is already the only med being used with regularity right now. If the diseases comes back harder in the fall could see substantial increase in demand. Support at 73 and double buy anything below 60

    Illumina ILMN, I think this a a nice transformative stock to own for next 10-20 years as they have the market cornered on equipment and consumables for reading of genes for gene editing which is likely the future of medicine 10-20 years. This one has skyrocketed recently so if you are finicky Iíd wait for dips to below 340, if you are in it for long term like I am just grab now @360 and add on dips cause itíll probably be at 450-500 in a few years.

    the below are in my portfolio and adding on dips

    Online Gaming
    Sea limited SE
    Activision ATVI
    Draftkings DKNG- donít be late to the party 🎉

    Microchips
    AMD
    NVDA
    ASML

    5G
    qualcomm QCOM
    Inseego INSG

    e-commerce
    Alibaba BABA - despite Chinese tensions Iíd continue to buy this, they are transparent financials and not going anywhere.
    Paypal PYPL

    cybersecurity
    Datadog DDOG
    Crowdstrike CRWD

    food
    Restaurant brands QSR (Popeyes, Burger King)
    UBER including here because of Uber eats but I think price is good right now for a good time to buy in

    Banks- picking ones here who I think will swallow competition. I would wait for another dip as reopening buyers raised the price up slightly
    JP morgan JPM
    M&T MTB
    Navient NAVI
    **** V

    Battery vehicles
    Tesla TSLA not much to say here but Iíd wait for another pull back or jump in now before battery day announcement if you are in for long term.

    VTIQ > NKLA while lithium power is great for commercial vehicles, most think hydrogen power will fuel Trucks and Planes in the future. Nikola motors is a leader in developing such vehicles & set to merge in June so right now is the time to buy.

    Zoom ZM despite security concerns this is still the most widely used and accessible meeting platform, I keep buying on dips cause this isnít going anywhere despite recovery.

  2. #2
    trobin31
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    Are there any great stocks you guys are on and why?

  3. #3
    trobin31
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    Here’s results from this post end of May; many of these I held at a much lower but only seem fair to post price at time of posting.
    i put an asterisk next to the ones I still recommend to add at this time and still holding
    AZN 54->61
    GILD 71-> 79
    ILMN 365 ->383

    **SE 52->109
    **ATVI 71->78
    DKNG 39->35 (high 44)
    -added GAN, GMBL and BETZ

    AMD 52->55
    **NVDA 355-> 408
    ASML 329->383

    **QUAL 79->92
    **inSeego 10->11

    **BABA 207->247
    **PAypal 155->173
    -highly recommend adding Square in this fintech sector

    **DDOG 71->87
    **CRWD 79->101
    -KingsofCloud & Baidu was a recent addition for me here

    QSR 54->57
    UBeR 35->32
    - I still love my Popeyes but prefer growth

    JPM 97->99
    **nAvI 7.6->7.2


    **Tesla 835->1500 (1700)
    -i dollar cost average half my equities here after 10-20% pullbacks which there haven’t been much lately and likely none until the battery or S&P sell off

    VTIQ/NKLA 40->49 (high 90) sold all of it at 70, I bought at $14 and still one of these easiest gainers I’ve made ever
    -Only Spaq I’m currently holding is **NFIN
    -only other EV I’m holding is Workhorse

    ZM 179->246
    -added several things in the work from home trend, **DocuSign


    If you stayed til the end consider this your reward:

    Softbank; SFTBY large holdings in bytedance ->owners of TiKTok and **Lemonade,

    SuRo Capital; SSSS-> large holdings in Palantir (set to IPO this year, likely 10+billion cap) and multiple online education platforms

    Solar energy=Joe Biden or America continues to isolate from global commerce and seek domestic renewable energy, either way here’s your winners-> SunRun, NextEra

    Apple-> wait for dip, but their 5g phone, smart glasses, fintech and health data is just gonna keep making this even more dominant.

  4. #4
    Goat Milk
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    That's all good stuff. But if you don't have hundreds of thousands of dollars or more to invest, you shouldn't be buying stocks that are 400, 500, 600 dollars unless you are good with the slow increase every year. You're gona get your 10 or 15% back every year. Solid.

    If you want to make big money betting stocks you have to get in on the ground level. I don't see anything you listed that's an unknown company with big potential. Netflix IPO was like 15 bucks. Zoom was like 35.

    If you know a lot about biotech, then that's what you should be sharing, because those companies, quite frequently in fact, go from low single digits to high double digits in a matter of a few years. It is riskier, but this is a gambling forum after all.

  5. #5
    homie1975
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    Excellent info and wish I had seen this back at original post date

  6. #6
    jjgold
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    I think we are in for a major correction

    If Dems win many USA companies will be leaving USA and unemployment will be unreal

  7. #7
    trobin31
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    Quote Originally Posted by Goat Milk View Post
    That's all good stuff. But if you don't have hundreds of thousands of dollars or more to invest, you shouldn't be buying stocks that are 400, 500, 600 dollars unless you are good with the slow increase every year. You're gona get your 10 or 15% back every year. Solid.

    If you want to make big money betting stocks you have to get in on the ground level. I don't see anything you listed that's an unknown company with big potential. Netflix IPO was like 15 bucks. Zoom was like 35.

    If you know a lot about biotech, then that's what you should be sharing, because those companies, quite frequently in fact, go from low single digits to high double digits in a matter of a few years. It is riskier, but this is a gambling forum after all.

    The only pennies Iím in are KOPN@1.4 & GSAT@0.39 right now, I think both can 10-100x within 5years.

    I dont do much biotech, I think knowing too much doesnít allow me to understand how market will perceive the product. I see wild swings on prospective news on a drug for a rare condition after phase 1 with lackluster data. Then I see stagnation on a drug they canít make enough of...let alone most of these have price/sales in the 100s sometimes, none of it makes sense and itís just trading the most speculative stuff out on PR and knowing medicine can be helpful yes, but I find it to be more of a hindrance.

  8. #8
    trobin31
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    Quote Originally Posted by Goat Milk View Post
    That's all good stuff. But if you don't have hundreds of thousands of dollars or more to invest, you shouldn't be buying stocks that are 400, 500, 600 dollars unless you are good with the slow increase every year. You're gona get your 10 or 15% back every year. Solid.

    If you want to make big money betting stocks you have to get in on the ground level. I don't see anything you listed that's an unknown company with big potential. Netflix IPO was like 15 bucks. Zoom was like 35.

    If you know a lot about biotech, then that's what you should be sharing, because those companies, quite frequently in fact, go from low single digits to high double digits in a matter of a few years. It is riskier, but this is a gambling forum after all.
    If you start dollar cost averaging into Tesla, Alibaba, SE & Square with every penny of savings you have you will be a millionaire in 10 years. Assuming you can put away 10-20k each year. You can do fractional shares on M1 and other sites if the cost of a share is too high for you.

  9. #9
    navyblue81
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    Good stuff.

    Question I have is GAN or DKNG? If you could play one, which is the better play?

  10. #10
    Snowball
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    Quote Originally Posted by navyblue81 View Post
    Good stuff.

    Question I have is GAN or DKNG? If you could play one, which is the better play?
    PDYPY is better than both. It's a monster but it's 70 dollars. They are listing on the NYSE
    in a matter of short months, can't give an exact date, but once they list on the NYSE, Americans
    will load it well over 100. If I had to pick between GAN and DKNG, I would take GAN at this time,
    because GAN has a better ability to gain customers across the board in US sportsbetting without
    requiring exclusivity, they make a small cut, but DKNG has to battle others, besides its own business,
    which PDYPY is its top competitor, just in their Fan Duel subsidiary, which is only about 3rd in place
    of what they have under the umbrella.
    The best betting stocks that will also benefit from sportsbetting but need post-Covid environments
    to truly thrive again are the casinos themselves, but the best of those gains are 9+ months away.
    Look at William Hill, another bookie that has many positives, but hasn't listed on the NYSE or Nasdaq
    so it's stock price suffers in ADR land. ADRs don't have options and don't attract the same action.
    Unlike PDYPY (Paddy Power, The Stars, Fan Duel ) which is listing in the U.S. and has presence in Canada
    via its acquisition of The Stars Group, Hill lags because its track record is spotty, I expect that to change
    long term when all sports are running hard again especially in the US where Hill has exclusive contracts.

    So, buying PDYPY ahead of US listing is a built in advantage, because once Flutter is listed here, it will start
    streaming on the CNBC ticker and gain a lot of attention.

    I think, the first question has to be, do you want brick & mortar casino action, like ERI, MGM, GDEN, BYD, TRWH,
    LVS, WYNN, PENN, etc. or do you just want a mobile/bookmaking play. Once the ppl start swarming casinos and entertainment again, those operations will have revenue breakouts and still get some of the sports action.
    Last edited by Snowball; 07-19-20 at 09:05 AM.

  11. #11
    gauchojake
    Have Some Asthma
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  12. #12
    Slurry Pumper
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    I'm collecting gold miners like AU, AUY, KL, GLD, GDX
    I also picked up some F. Hell if Tesla can move up to $1500 and not really make money, maybe an actual car company can move their 6 dollar stock a little bit in the coming couple of months.

    I collected some CAG this week, and I too jump on AZN if only for the short term, but if it moves I'll let it go after a little profit taking.

    The S&P is right now at a double top area and the next week to 2 weeks will determine what happens to my long term plays. Is the market gonna move up still with all of this stimulus receding and earnings in the toilet, sure the market is like my cat, it does what it wants, but even my cat takes time out every once in awhile to take a dump so what ever you do keep an eye out for the slide. It also seems like the market slides when everybody is jumping in and everybody has been jumping in so I will have a quick trigger finger when it comes to getting out and buying inverse selections like SDS, SH, SQQQ, QID, DXD, and even DUST among others.

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