The Investment Thread (3 Viewers)

Saint_Ward

Don't be a Jerk.
Staff member
Administrator
Gold VIP Contributor
Joined
Mar 1, 2007
Messages
46,041
Reaction score
39,582
Location
Fort Lauderdale, FL
Online
Sticky Post
Rumors that Amazon was looking into offering a live TV package as well, have now been confirmed.

Amazon creating live TV package - Business Insider
The rumor

https://www.amazon.com/gp/help/customer/display.html?nodeId=201975120

https://www.usatoday.com/videos/tech/2017/05/23/amazon-prime-now-let-you-watch-tv-live/102046756/

confirmed.

No details on the pricing or offereings yet.

With Amazon getting into this arena, pushing the boundaries on retail, cloud services, etc. I really do wonder how large they can grow. As long as they keep their laser focus on customer service, speed and cost, I think they can do a lot.

I'm very glad I was able to buy a few shares a while back while it was trading in the $700's... or course, I wish I did this a year or two before when they were in the $400-500 range. Wow.

Today they hit $998/share ad are now hovering around $996.
 

DaveXA

I love the Lord!
Staff member
Super Moderator
Joined
Sep 6, 2001
Messages
31,335
Reaction score
19,107
Age
49
Location
Vienna, VA via Lafayette
Offline
An increase of $125 billion in market cap just today.
Lol, absurd. But hey, where else would you really put your money? Just buy Amazon and leave it there for 10 years and you'll be golden.

And of course, a week from now, the market loses half it's value. :hihi:

Nothing makes sense anymore.
 

superchuck500

guarding the potatoes
VIP Subscribing Member
VIP Contributor
Diamond VIP Contributor
Joined
Aug 9, 2004
Messages
55,340
Reaction score
82,384
Location
Mt. Pleasant, SC
Offline
I think the run in tech shows there’s money everywhere looking to work. This kind of info could fuel a mini-run into the start of the school year.

 

superchuck500

guarding the potatoes
VIP Subscribing Member
VIP Contributor
Diamond VIP Contributor
Joined
Aug 9, 2004
Messages
55,340
Reaction score
82,384
Location
Mt. Pleasant, SC
Offline
I added a Pfizer (PFE) position two weeks ago. I think it's a quality portfolio stock at this point. It's still almost 10% below February level, which means there's more to go. It's up about 7% since I bought it, now trading at just under $37.

I like that it pays a 4+ percent dividend. And Pfizer is quietly working on a Covid vaccine with BioNTech (BNTC) that, according to published information, anticipates stronger T-cell response than Moderna's effort. It's way too early to know how any of these vaccine candidates are going to pan out but with Pfizer, you get a company with a strong legacy business, a nice dividend, and still room to gain purely on the company's pre-Covid work.

I might add more if there's a dip.

Note: based on the company's dividend history, I think ownership as of July 31 is probably going to get qualified for the Q3 dividend in September.
 
OP
Saint_Ward

Saint_Ward

Don't be a Jerk.
Staff member
Administrator
Gold VIP Contributor
Joined
Mar 1, 2007
Messages
46,041
Reaction score
39,582
Location
Fort Lauderdale, FL
Online
I added a Pfizer (PFE) position two weeks ago. I think it's a quality portfolio stock at this point. It's still almost 10% below February level, which means there's more to go. It's up about 7% since I bought it, now trading at just under $37.

I like that it pays a 4+ percent dividend. And Pfizer is quietly working on a Covid vaccine with BioNTech (BNTC) that, according to published information, anticipates stronger T-cell response than Moderna's effort. It's way too early to know how any of these vaccine candidates are going to pan out but with Pfizer, you get a company with a strong legacy business, a nice dividend, and still room to gain purely on the company's pre-Covid work.

I might add more if there's a dip.
I picked up PFE a while ago, but before their second dip.. so I'm in the red still. I think it was April or May, but I"d have to look it up.
 

bclemms

More than 15K posts served!
Joined
Jul 16, 2005
Messages
32,922
Reaction score
42,072
Age
12
Location
Jackson, ms
Online
Really well done piece that gives a very neutral look on a global scale of what is going on between China and the US. Have a feeling this will be one of the driving forces of the markets on the backside of Covid. It's odd. In December a negative Trump tweet could send the market down 3% in an hour. In May, China can take over Hong Kong, threaten Taiwan with takeover, The US can send carriers to the South China Sea and Trump can say that any trade deals are off the table and the markets scream forward. At some point it's going to have to turn towards China.

SP broke key resistance yesterday, it's got a lot of running room to 3383 (previous all time highs). Nice rotation through the market. It's going to take something massive with Covid to derail the markets IMO. The economic recovery is going to be like dragging a parachute though.
 

bclemms

More than 15K posts served!
Joined
Jul 16, 2005
Messages
32,922
Reaction score
42,072
Age
12
Location
Jackson, ms
Online
Lots of smoke, no pun intended. China is going to be the whipping boy for the next 4 months and Biden is going to try to look equally as strong because the anti China movement is the one thing both parties agree on. At some point Xi will push back harder than we anticipate.

 

bclemms

More than 15K posts served!
Joined
Jul 16, 2005
Messages
32,922
Reaction score
42,072
Age
12
Location
Jackson, ms
Online
Gold matched all time highs last night. Didn't break through and bounced down but is now consolidating. When it breaks through it's going to run up really fast.
 

bclemms

More than 15K posts served!
Joined
Jul 16, 2005
Messages
32,922
Reaction score
42,072
Age
12
Location
Jackson, ms
Online
AAL reports Q2 after the bell. The consensus revenue is down 87% from Q2 2019. Yikes.
LYV reports tomorrow. Consensus is down 91.4% for them but I'm not sure it doesn't go over 100%. The first quarter was terrible for them but people were not requesting refunds, something like 90% of people opted to just hold the tickets for a to be determined date. Now that it is obvious there will be no concerts until 2021 and sporting events pretty much known to be fanless nationwide, I'm thinking the refunds are probably going to make them miss even then 91%.

I'm getting the feeling that airlines are going to be a huge buy after they get through Q2 earnings and the second flight data starts to tick back up.

Ive got cheap puts on both companies in the event of a bankruptcy filing that extend through January. I'm short LYV with some call options at $55 for a weird looking straddle.
 

superchuck500

guarding the potatoes
VIP Subscribing Member
VIP Contributor
Diamond VIP Contributor
Joined
Aug 9, 2004
Messages
55,340
Reaction score
82,384
Location
Mt. Pleasant, SC
Offline
LYV reports tomorrow. Consensus is down 91.4% for them but I'm not sure it doesn't go over 100%. The first quarter was terrible for them but people were not requesting refunds, something like 90% of people opted to just hold the tickets for a to be determined date. Now that it is obvious there will be no concerts until 2021 and sporting events pretty much known to be fanless nationwide, I'm thinking the refunds are probably going to make them miss even then 91%.

I'm getting the feeling that airlines are going to be a huge buy after they get through Q2 earnings and the second flight data starts to tick back up.

Ive got cheap puts on both companies in the event of a bankruptcy filing that extend through January. I'm short LYV with some call options at $55 for a weird looking straddle.
Yeah, I'm still confident about my CCL, LVY, and EB puts (January). I think they've got a lot more bad times to get through. I'm concerned about my AAL puts and if I get a pop, I might bail.
 

Mr. Blue Sky

Still P***ed at Yoko
VIP Contributor
Joined
Jun 6, 2006
Messages
23,279
Reaction score
11,692
Location
Between the Moon and New York City
Offline
Big PFE news. The US has ordered 100 million doses of its vaccine.


I think i read that it’s an almost $2 billion contract.

As i type this , PFE is only $38 a share.. i wonder if it wouldnt be a bad idea to sort of ‘hedge one’s bet’ by buying into Pfizer, Moderna and AstraZeneca, the three most promising vaccines I’ve read about recently.. of course would probably lose your shirt on two out of three, but if one of those companies comes up with THE vaccine, then that would more than make up for it.. or is that a rookie mistake? Also, hopefully multiple companies will come up with successful vaccines, so there’s that.
 

bclemms

More than 15K posts served!
Joined
Jul 16, 2005
Messages
32,922
Reaction score
42,072
Age
12
Location
Jackson, ms
Online
I think i read that it’s an almost $2 billion contract.

As i type this , PFE is only $38 a share.. i wonder if it wouldnt be a bad idea to sort of ‘hedge one’s bet’ by buying into Pfizer, Moderna and AstraZeneca, the three most promising vaccines I’ve read about recently.. of course would probably lose your shirt on two out of three, but if one of those companies comes up with THE vaccine, then that would more than make up for it.. or is that a rookie mistake? Also, hopefully multiple companies will come up with successful vaccines, so there’s that.
Here's my take on the vaccine. Moderna and Regeneron are up something like 300 and 400% on the year. Neither have a single product and both have some spectacular market caps. If either fail those companies could get wiped out. If they succeed then it's already baked in.

For PFE or AZN, they are such large companies that a successful vaccine only has so much of an impact on the stock.

I don't think there is going to be the global demand that most others think there will be. I'm guessing several other countries are really close to either getting a usable vaccine or stealing the technology. If I had to bet China and India will also have vaccines with the ability to outproduce at a lower cost than anything from US companies. There will also be a lot of pressure for US companies to not overcharge. In the end, we're probably going to end up with 4-5 vaccines from 4-5 different companies that all work with slightly different concepts. So if you take 360 million, assume 40% wont get the vaccine then it's going to leave a pool of about 200M people split between 4-5 different companies and it's likely to be a one time boom. Like everyone always says, the treatment is more valuable than the cure.

The smart play was getting in on Moderna or Regeneron 3 months ago.
 

superchuck500

guarding the potatoes
VIP Subscribing Member
VIP Contributor
Diamond VIP Contributor
Joined
Aug 9, 2004
Messages
55,340
Reaction score
82,384
Location
Mt. Pleasant, SC
Offline
Here's my take on the vaccine. Moderna and Regeneron are up something like 300 and 400% on the year. Neither have a single product and both have some spectacular market caps. If either fail those companies could get wiped out. If they succeed then it's already baked in.

For PFE or AZN, they are such large companies that a successful vaccine only has so much of an impact on the stock.

I don't think there is going to be the global demand that most others think there will be. I'm guessing several other countries are really close to either getting a usable vaccine or stealing the technology. If I had to bet China and India will also have vaccines with the ability to outproduce at a lower cost than anything from US companies. There will also be a lot of pressure for US companies to not overcharge. In the end, we're probably going to end up with 4-5 vaccines from 4-5 different companies that all work with slightly different concepts. So if you take 360 million, assume 40% wont get the vaccine then it's going to leave a pool of about 200M people split between 4-5 different companies and it's likely to be a one time boom. Like everyone always says, the treatment is more valuable than the cure.

The smart play was getting in on Moderna or Regeneron 3 months ago.
That's why I was looking at PFE as a portfolio hold. That 4.19% dividend is solid, and you get some upside on the vaccine front. It's not a growth mover, but a nice portfolio long.
 

bclemms

More than 15K posts served!
Joined
Jul 16, 2005
Messages
32,922
Reaction score
42,072
Age
12
Location
Jackson, ms
Online
That's why I was looking at PFE as a portfolio hold. That 4.19% dividend is solid, and you get some upside on the vaccine front. It's not a growth mover, but a nice portfolio long.
Yep, PFE is a solid safe stock with some growth opportunity. In fact, a friend of mine was wanting a list of 6 companies to invest $12k in for long term aggressive growth. Out of 12 stocks he went with PFE, IBM, NUGT, SPCE, AMZN and BYND. Figured that gave him some diversity, some safety and some potential for big gains. IBM is probably the one that will surprise most. They have underperformed their sector by 1000% in the last decade but the new CEO is investing in cloud infrastructure and I think they are about to turn it around but also have a solid floor in place. He already had big runs in NUGT and SPCE and got all excited. The first day he had a down day of like 1% he started freaking out. lol

He was wanting to give me the money and operate his investment account. Couldn't say no fast enough so I picked 12 stocks in categories of 2 and let him pick which 6 stockes to buy as a compromise.
 

Create an account or login to comment

You must be a member in order to leave a comment

Create account

Create an account on our community. It's easy!

Log in

Already have an account? Log in here.

Users Who Are Viewing This Thread (Users: 1, Guests: 2)



Headlines

Top Bottom