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Anyone have a favorite stock for the recovery

BuckToothMoron

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The market won’t hit bottom until all hopes of a quick or V shaped recovery are extinguished, so why would anybody be looking for long equity plays now. We have weeks if not months before this bear market will flatten. Plenty of dorayme to be made on the short side now. Ask me in 6 months...maybe.
I agree. I think today’s massive 2000 point rally was a head fake
IMO, is was worse than a head fake. The VIX is sky high and todays rally pushes the high end of risk for the VIX even higher. I wouldn’t be shocked to see a 12-15% rapid drop relatively soon.
Until there's clear evidence that the virus is receding the stock market will be on a roller coaster
The virus could be cleared tomorrow and this market will still drop 15-20% from here. There is so much debt that needs to be unwound.
 

Slyhunter

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I figure we are watering down the value of the dollar so the stock will sky rocket once given the go symbol.
 

HaShev

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The market won’t hit bottom until all hopes of a quick or V shaped recovery are extinguished, so why would anybody be looking for long equity plays now. We have weeks if not months before this bear market will flatten. Plenty of dorayme to be made on the short side now. Ask me in 6 months...maybe.
I agree. I think today’s massive 2000 point rally was a head fake
IMO, is was worse than a head fake. The VIX is sky high and todays rally pushes the high end of risk for the VIX even higher. I wouldn’t be shocked to see a 12-15% rapid drop relatively soon.
Drop from what's left? Luckily the fall from a step stool is a lot less then a fall from the top of a ladder.
 

HaShev

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Forced selling and short scare news have caused some secure companies par $25 preferreds down below$10 and even $ 5. The best buys are the ones soon to call or notified intent to call.
Example: company offers new series of preferred taking advantage of lower rates in order to pay off higher rate notes debt. Those preferred sell out but now can be bought back or the higher debt at fractions while still paying off debt through the warned mandatory call + more certain the voluntary call of the other higher preferred series as intended. Naysayers forget to tell you these plunges help companies restructure lower and lessen debt so that coming out of the virus earnings will be greater due to lessen expense of debt payouts. At worse the companies dilute the stock shares and hold down or off divys for the regular stock to hold the fort while paying off debt at a much cheaper rate. The companies come out of this leaner and meaner then ever before, all through scare mostly done by pros trying to grab those bargains from weak hands and forced selling low volume crashes.
1 day trade $6buy then sold next day $15.
149% gain on one of these,
Just bought back today back down below last buy to rinse and repeat.
Same stock up over 25% in after hours.
Both the Intended Call Note (which can be called this x-date of 4/15) and the B series preferred are up over 50% so far today.
There's lots of money in trading notes and preferreds after they get beat down.
That's how I bounced back from the financial crisis losses (from tanked mutual funds) so quickly while others took years to recover.
 

HaShev

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End result : the notified Intend to mandatory call note was up 101% today
The "B" series preferred possible voluntary call up 90% -TOLD Ya!
tmp-cam-6098530256471962687.jpg
 

HenryBHough

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I've been looking for publicly traded airliner wrecking/salvage outfits but, damn, they all seem to be privately held. Their business is about to take to the sky 'cause you AIN'T.
 

Picaro

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Too early to buy in my opinion; it will see saw down some more, some stocks will lose more than others of course, but, I would be looking at casino stocks and hotels; there will be a lot of pent up demand out there when this disease runs its course, as they all do. Gambling on gambling stocks, maybe, in the near future; or maybe I will just go gamble in a casino instead, it's more fun and the odds are about the same.

As for current business opportunities, food trucks around here seem to be getting a lot of business when they weren't before.
 

OnePercenter

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Are techs still the best bet
Or is their a hidden gem that’s been way over sold
Cruise line stocks are dirt cheap about now. I'm thinking of loading up on a few grands worth.
Most cruise lines offer significant discounts to share holders for as little as 100 shares. Carnival was 7 now 16, but with the recent cruise line dumping sick people in Atlanta, the industry as a whole is going to take it in the shorts. I'd wait and not buy above 10 unless you are a cruiser, then you have to do the math.

My pick, home delivery of groceries. More people are doing this and once they get used to it fewer people will be going to grocery stores.

Business has changed forever. It's time to think out of the box for stock buys.
 
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OnePercenter

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I've been looking for publicly traded airliner wrecking/salvage outfits but, damn, they all seem to be privately held. Their business is about to take to the sky 'cause you AIN'T.
Nah, they're getting bailouts.
 

OnePercenter

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Companies that were already in the process of moving manufacturing OUT of China.

Georgia Pacific! :auiqs.jpg:
If you referencing Darlington, SC, no new jobs will be added. Most US companies in China are moving to Viet Nam and Indonesia.
 

MarathonMike

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I made a few bucks trading Raytheon the last few days. I'm kicking myself I didn't buy Boeing when it went below 100. IMO, the S&P 500 is still too high. Earnings are going to be crushed this quarter.
 

The Banker

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Stocks to buy in this crash:
Don't say I never did anything for ya! I think the market will make another leg down in April, these are great buys.

MGM and WYNN, the casinos aren't going anywhere, MGM hit a low of 6! it was in the 30s a month ago, it is at 13 now, if it makes another leg down BUY, WYNN is a great one too.

TOL, home builder, went from 50 to 14! I bought at 15 at the open the other day. In 2009 it's low was 14, hard to believe this thing would be at 2009 housing crisis lows.This is a good company.

PLAY, Dave and Busters, why did this thing go to 5? I doubt it will go that low again.

BIP, a great REIT, they own tech infrastructure cell towers, data centers etc. If you believe tech will expand in the coming years, which it will, this is a great play. They pay a good dividend and have solid predictable incomes.

OXY- yea an oil company is risky but Carl Icahn is taking it over, it will be just fine, look for this thing to go lower and buy in the single digits. Carl Icahn knows what he is doing.

UBER, this was a buy at 14, this will be a good company. I doubt it goes back to 14, if it does buy.

SWKS, this will be one of the main beneficiaries of 5g, great company. if it goes back to 60, which I doubt, buy.

TQQQ leverage nasdaq ETF, this thing will rip, but only buy on a good sell off because the leverage works both ways and you will be down A LOT if you get in too early.

Riskier growth stocks:
TLRA, they do advertising for the cord cutting platforms, if you believe that more people will "cut the cord", which they are, this will be a big benneficiary. Only risk is that they are merging with another company and if the merger doesn't go through it will take a hit.

RVLV, they sell overpriced clothing online and use social media influencer for advertising. Basically they are Nordstroms without all the stores and overhead. I look for trends and the trend in retail is online retail as brick and mortar is dying. This has a lot of upside potential, they just IPOd and make $.

CRWD, a top cyber security firm, they have great potantial, but it is a crowded field. I bought some at 36, it's at 50+ I thought it would go lower so I didn't buy enough. I hope it goes lower so I can load the boat.

AMRN, drug company, high risk HIGH reward, but if you buy it on a big sell off your risk is WAY less.

CRSP, gene editing, high risk high reward, do your homework.

YEXT, data analysis, has a lot of potential.

LK, they are the starbucks of China, yea I know China. They have massive growth potential though. Andrew Left really likes this one, and he is an incredible investor. China is a huge market.
 
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The Banker

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Are techs still the best bet
Or is their a hidden gem that’s been way over sold
Cruise line stocks are dirt cheap about now. I'm thinking of loading up on a few grands worth.
Most cruise lines offer significant discounts to share holders for as little as 100 shares. Carnival was 7 now 16, but with the recent cruise line dumping sick people in Atlanta, the industry as a whole is going to take it in the shorts. I'd wait and not buy above 10 unless you are a cruiser, then you have to do the math.

My pick, home delivery of groceries. More people are doing this and once they get used to it fewer people will be going to grocery stores.

Business has changed forever. It's time to think out of the box for stock buys.
Becareful with the cruise liners, these companies are incorporated in foreign countries and don't pay US taxes, they might not get a bailout. Only buy if they go real low.
 

odanny

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I made a few bucks trading Raytheon the last few days. I'm kicking myself I didn't buy Boeing when it went below 100. IMO, the S&P 500 is still too high. Earnings are going to be crushed this quarter.
I've been following Boeing since the Maxx plane crashes, it is usually between $325 and $350, even after all the failures with their newest airliner. Like you, I'm sick I didn't buy, and I was following the stock, but dithered and didn't look at it for three days, and it doubled in value in that time. Three days, after the bailout. I totally missed the bounce, and feel just like you do.
 

Picaro

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A recent WSJ article, in Thursday's I think, reports insiders in some big companies bought some $1.2 billion of their companies' stocks recnetly, as opposed to selling off some $2.4 billion, by March 19. This compared to selling some $6.1 billion same time last year. Some of the companies named were Marathon, Sunoco, Exxon, and a couple of other oil and energy companies, which was interesting to me anyway.
 

Likkmee

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norfolk southern should be a fair hit about now. They're a little too heavy into hotels and shit but the hoppers carry goodies for export to China
 

Likkmee

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Too early to buy in my opinion; it will see saw down some more, some stocks will lose more than others of course, but, I would be looking at casino stocks and hotels; there will be a lot of pent up demand out there when this disease runs its course, as they all do. Gambling on gambling stocks, maybe, in the near future; or maybe I will just go gamble in a casino instead, it's more fun and the odds are about the same.

As for current business opportunities, food trucks around here seem to be getting a lot of business when they weren't before.
This virus has no "course" . Stick with food related and the equipment to make it happen. Pharma should be OK to great if you don't mind supporting Satans ilk.Be cautiously positive with tech stuff. The police state will thrive and having cool shit in your house/cells will make things more chill.Security cams and the like will rocket, I think
 

Likkmee

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Too early to buy in my opinion; it will see saw down some more, some stocks will lose more than others of course, but, I would be looking at casino stocks and hotels; there will be a lot of pent up demand out there when this disease runs its course, as they all do. Gambling on gambling stocks, maybe, in the near future; or maybe I will just go gamble in a casino instead, it's more fun and the odds are about the same.

As for current business opportunities, food trucks around here seem to be getting a lot of business when they weren't before.
This virus has no "course" . Stick with food related and the equipment to make it happen. Pharma should be OK to great if you don't mind supporting Satans ilk.Be cautiously positive with tech stuff. The police state will thrive and having cool shit in your house/cells will make things more chill.Security cams and the like will rocket, I think
 

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