Money Investing megathread extravaganza - Page 285

**DaFace** · 06:35 PM

A place to talk about investing stuff.

**Buehler445** · 03-27-2020, 03:56 PM

Quote:

Originally Posted by ChiliConCarnage

Corporate Insiders bought the dip

I've also seen prominent hedge fund types who seem to have done the same. Sort of surprised, but I guess it should be obvious by how fast we shot up that large buyers had to be moving it.

Yeah. I’d have guessed that. But it’s an interesting chart. Where did you get it?

Discuss Thrower · 03-27-2020, 04:06 PM

Quote:

Originally Posted by Buehler445

Yeah. I’d have guessed that. But it’s an interesting chart. Where did you get it?

Corporate insiders are going HAM (finally)

"The ratio of companies with insider buying compared to insider selling is at 1.75 for March, its highest level since March of 2009" pic.twitter.com/jOnW7R7Wps
— Downtown Josh Brown (@ReformedBroker) March 27, 2020

If you look at his other tweets he points out that there's no possible way the SBA can service $350B in loans.

scho63 · 03-27-2020, 10:26 PM

Boeing already back to $160+ from $88 in a week. WOW

shitgoose · 03-28-2020, 12:25 PM

Quote:

Originally Posted by scho63

Boeing already back to $160+ from $88 in a week. WOW

Big bounce on stimulus news

I have strong feelings about them and other commercial aircraft manufacturers. They are in big trouble. Boeing in particular because the 737 Max nightmare has yet to be resolved. Lots and lots of aircraft folks being layed off here in Wichita.

I've never traded options before but have considered buy some longer term puts on Boeing.

**lewdog** · 03-28-2020, 12:41 PM

Looking at blue chip companies that are currently down but that should have no problem rebounding after this.

DJJasonp · 03-28-2020, 12:47 PM

Quote:

Originally Posted by Discuss Thrower

Not that I think anyone will be buying houses who aren't already in the position where they are immune from the depression, but it's looking likely mortgage rates will go up as lenders raise minimum FICO scores and thus will need higher yields to meet the bottom line.

Wouldnt this decrease demand for mortgages (and therefore, keep rates same or lower)?

Mix in the tremendous amount of people who have lost their jobs - and the market for people who can qualify for a loan has drastically decreased over the past few weeks.......

KCUnited · 03-28-2020, 12:56 PM

Eyeballed Boston Beer Co a week ago and they've been on a come up. Feel covid could burst the craft bubble and beer drinkers could retreat back to more competitively priced national brands. Plus they're heavily invested in hard seltzer with Truly. While not the cult brand White Claw is, they still seem to be ahead of ABInbev and Constellation in that space.

**lewdog** · 03-29-2020, 02:07 PM

Looking at jumping back into JNJ during this downturn.

Also considering WFC stock.

Discuss Thrower · 03-29-2020, 02:13 PM

Thinking long NTM puts among AMD, FISV, GPN, NEM, SRE and XEL

scho63 · 03-29-2020, 03:13 PM

What's everyone's feeling on Disney?

What do we think will be the first industries to get back to full operations?

Gyms, movie theaters, airlines and cruise companies will probably be the last

**lewdog** · 03-29-2020, 03:30 PM

Quote:

Originally Posted by scho63

What's everyone's feeling on Disney?

What do we think will be the first industries to get back to full operations?

Gyms, movie theaters, airlines and cruise companies will probably be the last

I like Disney long term. Great company. Was near $150 and could have recently had at $90.

**Rain Man** · 03-29-2020, 03:46 PM

Quote:

Originally Posted by scho63

What's everyone's feeling on Disney?

What do we think will be the first industries to get back to full operations?

Gyms, movie theaters, airlines and cruise companies will probably be the last

What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious.

ghak99 · 03-29-2020, 03:56 PM

Quote:

Originally Posted by scho63

What's everyone's feeling on Disney?

What do we think will be the first industries to get back to full operations?

Gyms, movie theaters, airlines and cruise companies will probably be the last

It was one of the three stocks that nearly gave me a heart attack on March 18th at 2pm. I have a rather large nut riding on it and because of that I wasn't brave enough to buy more when it dipped a few days later.

RunKC · 03-29-2020, 04:01 PM

Quote:

Originally Posted by Rain Man

What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious.

Reminds me a lot of 9/11 when people didn’t go to their parks for awhile bc they were scared.

I think Disney is a great long term buy

eDave · 03-29-2020, 04:28 PM

Quote:

Originally Posted by lewdog

I like Disney long term. Great company. Was near $150 and could have recently had at $90.

Look forward to entertainment company consolidations. Disney has the funds.

Good call dog. Expand your mind and look for other consolidations. There will be many.

06-27-2016, 11:23 AM
DaFace Kind of a mod Join Date: Aug 2005 Location: Donkey Land Casino cash: $-1643101	Investing megathread extravaganza A place to talk about investing stuff. Last edited by DaFace; 02-19-2021 at 06:35 PM..
Posts: 53,117

03-27-2020, 10:26 PM	#4263
scho63 Politically Incorrect Join Date: Feb 2009 Location: Scottsdale, AZ Casino cash: $-700000	Boeing already back to $160+ from $88 in a week. WOW __________________ *"The only difference between sex for free and sex for money is that sex for free costs you a WHOLE LOT more!"* ~Redd Foxx~ ~~2018 2019 2020 20212022 2023~~ 2024 Adopt a Chief - Clark Hunt and Brett Veach "The men who drafted Patrick Mahomes"
Posts: 54,911

03-28-2020, 12:41 PM	#4265
lewdog Mod Team Join Date: Sep 2011 Location: Valley of the hot as **** Casino cash: $-1348100	Looking at blue chip companies that are currently down but that should have no problem rebounding after this.
Posts: 46,296

03-28-2020, 12:56 PM	#4267
KCUnited Cheat Death Join Date: Nov 2007 Location: Land of Drincoln Casino cash: $-1381756	Eyeballed Boston Beer Co a week ago and they've been on a come up. Feel covid could burst the craft bubble and beer drinkers could retreat back to more competitively priced national brands. Plus they're heavily invested in hard seltzer with Truly. While not the cult brand White Claw is, they still seem to be ahead of ABInbev and Constellation in that space.
Posts: 36,839

03-29-2020, 02:07 PM	#4268
lewdog Mod Team Join Date: Sep 2011 Location: Valley of the hot as **** Casino cash: $-1348100	Looking at jumping back into JNJ during this downturn. Also considering WFC stock.
Posts: 46,296

03-29-2020, 02:13 PM	#4269
Discuss Thrower "You like to drink?" Join Date: Jun 2006 Location: "I like to drink." Casino cash: $-150000	Thinking long NTM puts among AMD, FISV, GPN, NEM, SRE and XEL __________________ Chiefs 2016 Opponents: Home: JAX, TEN, NO, TB, NYJ. Away: HOU, IND, ATL, CAR, PIT Chiefs 2017 Opponents: Home: BUF, MIA, PHI, WSH, AFC North. Away: NE, NYJ, NYG, DAL, AFC South
Posts: 45,202

03-29-2020, 03:13 PM	#4270
scho63 Politically Incorrect Join Date: Feb 2009 Location: Scottsdale, AZ Casino cash: $-700000	What's everyone's feeling on Disney? What do we think will be the first industries to get back to full operations? Gyms, movie theaters, airlines and cruise companies will probably be the last __________________ *"The only difference between sex for free and sex for money is that sex for free costs you a WHOLE LOT more!"* ~Redd Foxx~ ~~2018 2019 2020 20212022 2023~~ 2024 Adopt a Chief - Clark Hunt and Brett Veach "The men who drafted Patrick Mahomes"
Posts: 54,911