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re: What is the thought on TELL - GeneralLee on 8/12/20 at 12:44 pm
It's a lotto play... I'd say 75% chance no deal happens and they go bankrupt. 25% chance a deal happens with a big player like Petronet and they get to FID and you're looking at $5-10/share. So.... 75% odds * 0 plus 25% odds * $7.5/share = expected value of ~$1.88/share, compared to ~$1/share toda...Jump to Post - View Topic - Replies (1)
re: It’s over. Biden has a 71% chance of winning - GeneralLee on 8/12/20 at 10:06 am
[quote]Based on those maps it seems like everything comes down to Florida[/quote] Florida has to be in Trump's column, but even with FLA he needs help. Election will come down to holding AZ and winning 1 of PA/MI/WI/MN imo....Jump to Post - View Topic - Replies (1)
re: Stocks on your watch list - GeneralLee on 8/6/20 at 11:52 am
[quote]I'm looking for a hot tip on something low priced that few people are seeing right now. I will probably spend the rest of the afternoon digging around.[/quote] I have some lotto tickets in TELL. Probably 70% chance it goes bankrupt, 30% chance it's a $5-$10/share stock a year from now. T...Jump to Post - View Topic - Replies (0)
re: stock tip...FSLY - GeneralLee on 8/6/20 at 11:02 am
[quote]Been buying this morning. I officially have enough of my money in this stock to be nervous but I have faith.[/quote] Yep, deciding here whether to buy more today, but then it will be more than 20% of my portfolio when it's above 100 again shortly. Choices, choices......Jump to Post - View Topic - Replies (0)
re: Stocks on your watch list - GeneralLee on 8/6/20 at 9:23 am
the fact that LVGO management released the merger news, then had the blowout earnings is especially infuriating. They could have easily been at $170+ per share after that earnings report. ~10-20% easy was left off the table on the merger price. And to have it floating with TDOC valuation from now ...Jump to Post - View Topic - Replies (1)
re: Stocks on your watch list - GeneralLee on 8/6/20 at 9:06 am
really pissed that two of my winners TDOC and LVGO are bogged down with this merger. I think there's a high change LVGO shareholders don't approve it and then both companies get bogged down in litigation....Jump to Post - View Topic - Replies (2)
re: What’s your confidence level Trump wins re-election - GeneralLee on 8/6/20 at 7:03 am
[quote]Trump won swing states by narrow margins and many were due to low Dem turnout rather than increasing GOP voters. He will have a hard time getting more voters and Dems will turn out this time because they hate Trump that much and won’t get caught with their pants down again. [/quote] This i...Jump to Post - View Topic - Replies (0)
re: What will Trump's first action be after reelection - GeneralLee on 8/6/20 at 7:02 am
win or lose, I imagine he will pardon/commute a few people that were indicted in the witch hunt like Manafort, Flynn, etc. On more substantive front, hopefully he returns more to a MAGA policy position as opposed to playing to the middle for election year politics....Jump to Post - View Topic - Replies (0)
re: What’s your confidence level Trump wins re-election - GeneralLee on 8/5/20 at 9:42 pm
Literally 50/50 right now.... I think it comes down to AZ & PA, and will be within probably a percentage point in both those states (if election was today)....Jump to Post - View Topic - Replies (1)
re: If mail in voting is widespread, early returns could be Trump friendly. - GeneralLee on 8/5/20 at 9:31 pm
[quote]Remind me why people can’t vote normally[/quote] No reason, but the wheels are already being set in motion. See Nevada....Jump to Post - View Topic - Replies (0)
If mail in voting is widespread, early returns could be Trump friendly. - GeneralLee on 8/5/20 at 9:20 pm
Think about it, let's say a lot of swing states have mail in ballots along with normal in person voting. The in person votes will be tabulated by the end of election night, while the mail in ballots could take weeks to count. It's been documented pretty extensively that the vote in person crowd is...Jump to Post - View Topic - Replies (4)
re: LVGO deal- talk to me like I’m 6 - GeneralLee on 8/5/20 at 9:22 am
The deal doesn't appear to be set fixed at the $18.5B but is floating instead based on TDOC's price. So how TDOC pays for the deal (debt or dilution) could impact how much you get for your LVGO shares. ...Jump to Post - View Topic - Replies (0)
re: Michigan report...Just got back from Michigan vacation... - GeneralLee on 8/1/20 at 9:02 pm
It’s not a theory, it’s in the Constitution pertaining to how President gets elected in event of EC tie. Each state House delegation gets one vote. So CA gets one vote, MT gets one vote, etc. Libs being concentrated in fewer, more populous states works to their disadvantage....Jump to Post - View Topic - Replies (0)
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