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Non airline or cruise ship COVID recovery plays?
Posted on 2/19/21 at 9:44 pm
Posted on 2/19/21 at 9:44 pm
With cases plummeting looks like life can get back to normal soon, although I don’t think business travel will ever get anywhere close to pre COVID levels. What are some recovery plays y’all like that aren’t airline or cruise related? Looking to partially pivot out of tech into this area. Main picks I’m focused on right now are CIM for my tax advantaged accounts and DS for my brokerage account (Ancient Tiger pick).
12
Posted on 2/19/21 at 9:57 pm to GeneralLee
Most of it is probably already priced in.
Posted on 2/19/21 at 10:03 pm to SloaneRanger
Yeah in airlines and cruises for sure which is why I’m looking for outside the box ones.
Posted on 2/19/21 at 11:03 pm to GeneralLee
Since you asked for outside the box, NEBC which is taking Rover public (pet sitting).
Posted on 2/20/21 at 12:43 am to GeneralLee
Stimulus plays. Small caps.
With you though - think it’s too early for these guys. Haven’t really seen the full impact.
With you though - think it’s too early for these guys. Haven’t really seen the full impact.
Posted on 2/20/21 at 2:53 am to GeneralLee
quote:
don’t think business travel will ever get anywhere close to pre COVID levels.
Everyone is saying this but I think it will once Zoom and virtual meetings have lost their novelty. Everything is cyclical. I say 2024 or so for business travel to get back to pre Covid levels.
Posted on 2/20/21 at 3:01 am to GeneralLee
Restaurant or hotel chains maybe?
Posted on 2/20/21 at 7:42 am to tigersfan1989
RUTH
It was at 9ish. Swing traded it once. I see it's at $20. May have more to go
It was at 9ish. Swing traded it once. I see it's at $20. May have more to go
This post was edited on 2/20/21 at 7:43 am
Posted on 2/20/21 at 9:16 am to GeneralLee
SKT... Already rebounded quite a bit, but based on last earnings traffic at their stores already back to 90+% of pre pandemic levels. So decent dividend play already
Posted on 2/20/21 at 10:10 am to GeneralLee
You could look into mREITs. They were beat down in 2020 and basically flatlined the whole year. Meanwhile mortgage home loan origination boomed to record levels. I just banked with $MITT ER yesterday.
Plus, these mREITs are usually great dividends.
Plus, these mREITs are usually great dividends.
Posted on 2/20/21 at 10:11 am to GeneralLee
AHT - Hotel REIT
RYCEY - Rolls Royce/airplane engines
RYCEY - Rolls Royce/airplane engines
Posted on 2/20/21 at 10:15 am to Paul Allen
quote:
Everyone is saying this but I think it will once Zoom and virtual meetings have lost their novelty. Everything is cyclical. I say 2024 or so for business travel to get back to pre Covid levels
I tend to agree. We won't see the frivolous traveling of employees in the beginning once travel restrictions are lifted, but the amount of business travel will slowly climb back to pre-covid levels once this pandemic is behind us.
Posted on 2/20/21 at 11:11 am to GeneralLee
Boeing. Still way down from pre covid highs and it’s too big to fail in my opinion. Not saying overnight but long term I think it’s a real good buy at today’s prices.
Posted on 2/20/21 at 12:12 pm to GravelLotinCanada
Boeing has been kind to me since last April
Posted on 2/20/21 at 5:43 pm to Kvothe
Too late, the huge bounce for those was in late October. Go look at all the travel stock charts when the vaccine was announced. They doubled up
Posted on 2/20/21 at 6:36 pm to SkinnyTestaverde
You really think airline stocks and cruise stocks have peaked? I don’t think they are even close to peaking. They will be the hot stocks of the summer
Posted on 2/20/21 at 7:52 pm to tigersfan1989
quote:
You really think airline stocks and cruise stocks have peaked? I don’t think they are even close to peaking. They will be the hot stocks of the summer
They’ve literally gone without revenues of any sort for a year. I definitely think they’ll bounce back; but, at what point do they become profitable again? Months? Years? Many years?
I’m tempted to throw some cash at them; but, it feels like we’re looking at 2025 or later before they are even close to in the black again.
Norwegians financials are downright frightening. They are billions underwater and will likely pay down that debt before shareholders see a dime. In their best year they did $6.5B in gross revenue. Not profit, we’re talking about revenue. They are currently in at least $8B in debt.
Posted on 2/21/21 at 12:12 am to GeneralLee
This should have been done by April.
Posted on 2/21/21 at 7:11 pm to Volvagia
Boeing about to tank tomorrow bc of the Denver flight lol fck
Posted on 2/21/21 at 7:47 pm to Kvothe
quote:
Boeing about to tank tomorrow bc of the Denver flight lol fck
Ouch looks like it was headed to Hawaii. At least it happened early and it got to land before it was halfway to Hawaii
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