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Started By
Message
obvious plays are not obvious
Posted on 3/19/20 at 10:08 pm
Posted on 3/19/20 at 10:08 pm
Most of the people that post regularly I think understand where I am coming from
Everyone on this board seems to be focused on hotels, airlines, cruise lines, casinos, etc.
For all of the new people to the board let me tell you these obvious plays are over. I wouldn’t touch it. You are late to the party. You may be able to squeeze some money out but these are overdone by the big guys. Good luck.
Let’s look at a couple of less obvious plays that I haven’t seen mentioned.
WORK and ATVI
With the corona going on ppl are working from home and slack is reported to have picked up a large amount of users. While the stock was up big today it is still down 30% or so from a couple of weeks ago. Think about all of the businesses that are transferring to work in from home and could stay this way after all this calms down. Potentially redefine how Americans work. MSFT is their big competitor
All these gamers staying home playing call of duty for ATVI. Stock is down 20% from highs. There are more people likely playing call of duty right this minute than anytime in previous history.
This post isn't to say buy these stocks. This post is to make you think out of the box. What companies can we see in the future benefitting from this longterm?
It isn't Gilead or Regenron
Everyone on this board seems to be focused on hotels, airlines, cruise lines, casinos, etc.
For all of the new people to the board let me tell you these obvious plays are over. I wouldn’t touch it. You are late to the party. You may be able to squeeze some money out but these are overdone by the big guys. Good luck.
Let’s look at a couple of less obvious plays that I haven’t seen mentioned.
WORK and ATVI
With the corona going on ppl are working from home and slack is reported to have picked up a large amount of users. While the stock was up big today it is still down 30% or so from a couple of weeks ago. Think about all of the businesses that are transferring to work in from home and could stay this way after all this calms down. Potentially redefine how Americans work. MSFT is their big competitor
All these gamers staying home playing call of duty for ATVI. Stock is down 20% from highs. There are more people likely playing call of duty right this minute than anytime in previous history.
This post isn't to say buy these stocks. This post is to make you think out of the box. What companies can we see in the future benefitting from this longterm?
It isn't Gilead or Regenron
6
Posted on 3/19/20 at 10:14 pm to thatguy777
Anything involved in the tracking, monitoring, reporting of human movement.
Posted on 3/19/20 at 11:16 pm to thatguy777
If a big recession is coming, grocery stores like Kroger and Ingles. For a month or two. Then reevaluate in a month or two.
Posted on 3/19/20 at 11:20 pm to Ric Flair
I think you are missing my point...plenty of threads talking about buy groceeries
Posted on 3/19/20 at 11:22 pm to thatguy777
Would you mind defining in what way you think the plays are over?
i.e. stop shorting Boeing, LUV, and DAL or don’t go long?
i.e. stop shorting Boeing, LUV, and DAL or don’t go long?
Posted on 3/19/20 at 11:28 pm to Decisions
I am saying you may be able to short them a little or go long a little and make a few bucks. It's like playing blackjack right now.
What I am trying communicate is think out of the box. Mostly dont focus on stocks that are obvious. If you are reading the news and then buying or shorting a stock you are likely already behind
What I am trying communicate is think out of the box. Mostly dont focus on stocks that are obvious. If you are reading the news and then buying or shorting a stock you are likely already behind
This post was edited on 3/19/20 at 11:29 pm
Posted on 3/19/20 at 11:34 pm to thatguy777
it's time to be creative and start having imagination when it comes to the market
i know this board is in love with dividend stocks, but in this particular time and condition of the market, you can make a decent amount of money by being nimble and not so fixated on balance sheets.
take for example the WTRH rally of this week. i know some will hate that i bring it up, because the fundamentals of this company are complete trash (management, balance sheet, reputation). but if i told the damn near 1100% rally this week was based on everything but fundamentals.
it's sector needs and whatever sector will heat up at the time. be nimble and be aware.
Take a look at coronavirus plays. Heck look at NBY today. They released news that they would start selling N95 masks and they went from .30 to 1.75 or so in after hours trading. that's a shite company if i've ever seen any, but again, being nimble and having some imagination in your trading could yield some big things.
i know this board is in love with dividend stocks, but in this particular time and condition of the market, you can make a decent amount of money by being nimble and not so fixated on balance sheets.
take for example the WTRH rally of this week. i know some will hate that i bring it up, because the fundamentals of this company are complete trash (management, balance sheet, reputation). but if i told the damn near 1100% rally this week was based on everything but fundamentals.
it's sector needs and whatever sector will heat up at the time. be nimble and be aware.
Take a look at coronavirus plays. Heck look at NBY today. They released news that they would start selling N95 masks and they went from .30 to 1.75 or so in after hours trading. that's a shite company if i've ever seen any, but again, being nimble and having some imagination in your trading could yield some big things.
Posted on 3/19/20 at 11:41 pm to The Egg
Life changing money is possible over the next year....if people have prepared correctly
Posted on 3/19/20 at 11:48 pm to thatguy777
completely agree and i think alot of people are missing the boat by being so fixated on blue chips...they've become stale
let the hedge funds sort that shite out
in the meantime, focus on the real opportunities here
let the hedge funds sort that shite out
in the meantime, focus on the real opportunities here
This post was edited on 3/19/20 at 11:48 pm
Posted on 3/20/20 at 12:15 am to The Egg
quote:
Take a look at coronavirus plays. Heck look at NBY today. They released news that they would start selling N95 masks and they went from .30 to 1.75 or so in after hours trading. that's a shite company if i've ever seen any, but again, being nimble and having some imagination in your trading could yield some big things
How are you supposed to know that company was going to start selling masks?
Posted on 3/20/20 at 12:23 am to TheIndulger
quote:you don't, but you pay attention to what's gaining attention in the market
How are you supposed to know that company was going to start selling masks?
My point is that there has been a steady stream of coronavirus pumps from smallcap biotechs (from masks to testing kits to vaccines) that, if timed right, money could have been made here.
You just gotta see what's getting volume, what kind of news is getting released. I know I hawk the frick out of equityfeed news feed, and a few other news sources from the time premarket opens until after hours
Of course they come with considerable upside/downside risk, but that's what being nimble is about.
Posted on 3/20/20 at 6:32 am to thatguy777
There are still great plays in hotels & airlines.
Posted on 3/20/20 at 6:38 am to LSUTigers00884
How do you guys feel about Tesla and virgin galactic ?
Posted on 3/20/20 at 7:00 am to LSUTigers00884
(no message)
This post was edited on 4/13/23 at 1:49 pm
Posted on 3/20/20 at 7:04 am to msutiger
We bought Sysco foods earlier this week. It had a nice pop yesterday and we sold part of it. It was down 65% since this thing started. All the restaurants will have to restock once this virus passes.
Posted on 3/20/20 at 7:07 am to The Egg
TNXP gonna have some run
This post was edited on 3/20/20 at 7:08 am
Posted on 3/20/20 at 7:23 am to The Egg
You think Egg? I grabbed MBRX just a bit ago.
Posted on 3/20/20 at 7:34 am to Janky
Bought some sysco too. They had a very stable trend until the drop. Think they shoot right back up when restaurants reopen. They supply basically every restaurant in America and some grocery stores too
Posted on 3/20/20 at 7:37 am to LSUTigers00884
quote:
There are still great plays in hotels & airlines.
Again, missing my point. Sure some of these companies will come out of this and do great.
Posted on 3/20/20 at 7:57 am to The Egg
quote:
i know this board is in love with dividend stocks, but in this particular time and condition of the market, you can make a decent amount of money by being nimble and not so fixated on balance sheets.
I get what you're saying, but what you're proposing is short term trading, which there is nothing wrong with if that's what you want to do, but it's not for everyone.
I do think many people here are looking for those quick hits, but many are looking for long plays also, hence the blue chip stocks. There's nothing wrong with buying great companies that will be around for 20+ years when they're on sale, or taking advantage of the exponential hit on airline stocks if you think they'll survive after this mess. That's a more long term approach.
The pump and dump game is always around, and if you have a keen eye and are "nimble" like you say, yes you can make loads of money fast. But you can also get burned fast, and some people may not be that risk tolerant, or may not want to be so active.
It's just 2 different strategies. One does not hinder the other.
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