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Posted on 7/23/20 at 9:55 am to cgrand
quote:
short float on LVGO is still over 15%.
they are not going to give up without a fight, which is fine. straight up is not healthy
Agreed, though I decided to pickup some $100 Aug calls on LVGO when it dipped under 100, so with my other large position, I'm balls deep. Wouldn't mind another run up before we consolidate for a bit.
Posted on 7/23/20 at 10:28 am to cgrand
I have sold off TDOC to an extremely small position. I just had too much between it and LVGO and I feel much better about LVGO longterm
Posted on 7/23/20 at 10:37 am to hiltacular
OTRK is another (smaller) LVGO peer, earnings on 8/5.
might be worth a look
might be worth a look
Posted on 7/23/20 at 2:50 pm to cgrand
today is a harbinger of things to come:
1) 2Q earnings are going to be terrible, outside of the very select few "work from home/COVID-19" stocks.
2) the job market is going to continue to be terrible. real people are experiencing real distress on a massive scale. small businesses are going to go belly up at an exponential rate, and large employers will slash costs.
3) despite the fed stimuli, confidence in the governmental response (federal, state, local) is dwindling (open your eyes), and real fear is escalating
4) people are still being sickened, and people are still dying. whether or not this rate is relative to the flu or whatever is immaterial at this point. normal societal activity where groups pf people are together is not happening any time soon
what to do?
invest for the future, stay on your plan, protect your capital from unnecessary risk, and be positioned for the turnaround, which is coming.
i doubt very much there will be any good news thru the rest of 2020, and into 2021. after that, it will get better.
1) 2Q earnings are going to be terrible, outside of the very select few "work from home/COVID-19" stocks.
2) the job market is going to continue to be terrible. real people are experiencing real distress on a massive scale. small businesses are going to go belly up at an exponential rate, and large employers will slash costs.
3) despite the fed stimuli, confidence in the governmental response (federal, state, local) is dwindling (open your eyes), and real fear is escalating
4) people are still being sickened, and people are still dying. whether or not this rate is relative to the flu or whatever is immaterial at this point. normal societal activity where groups pf people are together is not happening any time soon
what to do?
invest for the future, stay on your plan, protect your capital from unnecessary risk, and be positioned for the turnaround, which is coming.
i doubt very much there will be any good news thru the rest of 2020, and into 2021. after that, it will get better.
Posted on 7/23/20 at 3:41 pm to cgrand
quote:
3) despite the fed stimuli, confidence in the governmental response (federal, state, local) is dwindling (open your eyes), and real fear is escalating
Fo Sho!!! I think this is the most important point.
Posted on 7/23/20 at 3:43 pm to cgrand
personally thats now seven red days out of the last 10, down a full 12% from my portfolio peak on 7/9.
Posted on 7/23/20 at 3:46 pm to cgrand
Strange. I peaked on 7/9 too. Must have similar portfolios. Down 11%.
Posted on 7/23/20 at 3:53 pm to cgrand
quote:
2Q earnings are going to be terrible
INTC just reported, bad earnings and even worse Q3 guidance. we need to get used to this...
Posted on 7/23/20 at 4:12 pm to JDPndahizzy
quote:
Fo Sho!!! I think this is the most important point.
here's the real issue, in my humble view...
as restrictions are eased out of sheer economic necessity, people need to understand and process that that's not being done because it's safer. you are more likely to catch & spread the disease as things open up, not less, so we need to be more vigilant...not less.
and we need our leaders, all of our leaders (including the leader you see in the mirror) to help reinforce that, while continuing to make it possible for as many people to make a living as we can
Posted on 7/23/20 at 4:14 pm to cgrand
quote:
here's the real issue, in my humble view...
as restrictions are eased out of sheer economic necessity, people need to understand and process that that's not being done because it's safer. you are more likely to catch & spread the disease as things open up, not less, so we need to be more vigilant...not less.
and we need our leaders, all of our leaders (including the leader you see in the mirror) to help reinforce that, while continuing to make it possible for as many people to make a living as we can
Posted on 7/23/20 at 5:32 pm to cgrand
quote:
i doubt very much there will be any good news thru the rest of 2020, and into 2021. after that, it will get better.
True but any positive news (I assume we will mostly get positive news but obviously negative would send the markets into a freefall) on the vaccine will keep the markets moving up. We should expect to see a lot of news in the next few months as we enter the critical point of the trials.
Posted on 7/23/20 at 9:34 pm to reds on reds on reds
Posted on 7/23/20 at 9:34 pm to reds on reds on reds
Posted on 7/24/20 at 7:21 am to GeneralLeeAwesome
looking rough out there
everything I own right now I want to see earnings on so I’m not selling but if you are on the fence protecting capital today may be wise
everything I own right now I want to see earnings on so I’m not selling but if you are on the fence protecting capital today may be wise
Posted on 7/24/20 at 7:33 am to cgrand
Looks like it’s goin a be a blood bath today boys hold on for the ride down on the roller coaster.
Posted on 7/24/20 at 7:47 am to tigersfan1989
It sucks to look at but I'm in it for the long run so just have to sit on my hands on days like this
Posted on 7/24/20 at 7:57 am to Yak
quote:
It sucks to look at but I'm in it for the long run so just have to sit on my hands on days like this
Agreed
Posted on 7/24/20 at 8:13 am to cgrand
quote:As a newb, what are the main factors for this?
looking rough out there
Posted on 7/24/20 at 8:18 am to Got Heeem
China
2Q earnings
Jobs report
tech way overextended
2Q earnings
Jobs report
tech way overextended
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