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Investment Thread - For all your money needs

Yeah, using their driver network for Uber Eats and Drizly makes a ton of sense. I hate the delivery business, but it seems like it works a lot better for them than GrubHub or DoorDash or any of those dogshit business models that will never make money.

UBER > LYFT, but if you are making a bet on the economy reopening, I think you make more money owning LYFT stock on that thesis.
 
DeacsATS said:
All valid points. Let me add my two cents on a few things:

DKNG is doing exactly what it should be doing in regards to investing in growth. Agree on their tech... Best app around. My hesitation is that even the rosiest scenarios for the total available market for mobile sports gambling would tell you that the stock is overvalued. Doesn't matter in the near-term, but it probably will at some point... Especially if the timeline to open more states is lengthened.

Buying brick and mortar properties would kill DKNG's stock price. Look at what traditional casinos trade for... It's a different business. Investors would revolt. They want a pure play mobile gaming stock... Otherwise they'd buy MGM. PENN's regional casino biz is probably only worth about $30 of the $100+ stock price. If you own the stock, it isn't for that business.

One other thing that I'd note... There has to be some consolidation in this space going forward. No idea, of course, how that all plays out... But there are a ton of players and probably only a need for a few. MGM & CZR both getting ready to make a big push... DKNG PENN FLTR are already out in front. That's 5 right there. They are going to kill each other (and smaller players) on promotions in order to gain market share.
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Definitely. If DKNG and Fanduel merged like they thought about doing a few years ago, the market would be totally different. I personally recommend betMGM to my friends but that's only because you can use the bets as mLife credits for discounts on rooms. I think DKNG has the best tech and customer service and enjoy their DFS product occasionally. You're probably right about DKNG re: brick and mortar, I don't mind them lending their name to physical sports-books for a fee though like they're doing already. Mobile is the way to go.

$Penn is definitely taking advantage of the barstool momentum but having a reliable backstop in the regional casinos is really nice imo. Maybe I'm old school, but having a comped place for being a good mobile patron is a nice perk.
Their hold is impressive, most of that because young people turn out to be shitty sports gamblers. Also, having props like the "Big Cat's Can't Lose Parlay" without realizing that historically it loses quite a lot helps them.
 
DeacsATS said:
UBER is already trading above where it was pre-COVID. LYFT probably has better leverage to the re-opening trade given it is more of a pure play ride biz. UBER will likely see a big slowdown in delivery biz.

Hadn't thought of SMSEY... That's a really interesting idea.

What about the cruise lines? Those stocks haven't really recovered. CCL is a piece of shit company, but that'll probably move at some point. RCL a better company, but stock has moved a bit. Maybe NCLH?
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The cruise lines are a good idea. Really like the idea of all 3.
 
KOPN (medical microdisplay tech) now up 45% in the last week and about 300% in the last month.

FUBO is another stock to watch for those looking at the sports betting angle. They could very well turn their sports streaming content into interactive online betting. Disney is investors in it, which makes me like the ESPN possibilities.

VSTO just killed it in their earnings today - they've definitely enjoyed the ammo nut panic as well as more people getting outdoors to nature.

I like RGEN for biopharm. They have vaccine ties but much broader appeal for single use equipment for drug research.
 
Cruise lines may return to business by summer, but I wouldn't expect them to be anywhere near capacity. Most I've spoken with don't expect to be close to full until Christmas. And postponements are basically eating away at their 2022/2023 revenue potential. Not sure how that plays into their earnings.
 
FUBO is a piece of shit company, imo. Story sounds good because they are in the hot areas... But I think the product and the financials are pretty terrible. It's a "meme" stock that seems to rely on retail momentum.

In terms of the cruise lines, you have just described why the stocks haven't done well so far. They can't even sail right now. I am on record as saying I hate most of the airlines, but the issue there is with financial dilution. The cruise lines should go back to being good businesses (eventually). The stocks will pop when they get approval to start sailing again (probably not anytime soon)... But yeah, you'd have to think it'll take YEARS for them to fill up the boats again. The other thing cruise lines have going for them is that it is leisure travel... The airlines depend on business travel, which I think is more impaired. Feels like people want to leisure travel again, even on a cruise ship.

I do not own any of the cruise lines... It was just an idea on the theme of reopening.
 
Canada bans cruising through February of 2022. Not a surprise, but it's gonna be a while before these ships are sailing again.

Canada is important for US to Alaska cruises, in case you are asking WGAF?
 
Are there any subreddits for boring, make a trade once every year or two and basically just hold types like me?
 
WFU03 said:
Are there any subreddits for boring, make a trade once every year or two and basically just hold types like me?
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I've been enjoying the Motley Fool and a handful of twitter follows. I don't go near reddit though.
 
that is bad news on cruises - we are on a Viking cruise from Venice to Athens this fall.
 
DeacDiggler said:
that is bad news on cruises - we are on a Viking cruise from Venice to Athens this fall.
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You "should" be fine. River cruises will likely be first to relaunch in Europe but Med sea won't be far behind. The time frames I've been told in the past two weeks are still aiming for April or May departures, but possibly with consolidated departures and reduced capacity. Obviously depends on restrictions and country guidelines though.
 
HuskyDeac said:
You "should" be fine. River cruises will likely be first to relaunch in Europe but Med sea won't be far behind. The time frames I've been told in the past two weeks are still aiming for April or May departures, but possibly with consolidated departures and reduced capacity. Obviously depends on restrictions and country guidelines though.
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Any thoughts on when Scotland may ease up on their quarantine requirements. I've got a group of 12 going over there the last week of July/1st week of August (rescheduled from last July). We expect there to be testing requirements, which we can live with. Can't live with a 5 or 10 day quarantine upon entry.

Surely Nicola Sturgeon is not going to gut the summer travel season, right?

All of my thinking is based on vaccinations continuing at current rates, and the UK should be largely vaccinated by early summer.
 
DeacsATS said:
Canada bans cruising through February of 2022. Not a surprise, but it's gonna be a while before these ships are sailing again.

Canada is important for US to Alaska cruises, in case you are asking WGAF?
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Yeah my folks were not happy with this development. They've had an Alaskan cruise scheduled for a while now, and were hoping things would be ok again by summer. Probably an unrealistic hope, but still.

We've postponed our Portugal/Spain summer trip to 2022. Still holding onto hope for the late July Disney trip though.
 
Liquid Karma said:
Any thoughts on when Scotland may ease up on their quarantine requirements. I've got a group of 12 going over there the last week of July/1st week of August (rescheduled from last July). We expect there to be testing requirements, which we can live with. Can't live with a 5 or 10 day quarantine upon entry.

Surely Nicola Sturgeon is not going to gut the summer travel season, right?

All of my thinking is based on vaccinations continuing at current rates, and the UK should be largely vaccinated by early summer.
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I mean, it's anyone's guess at this point, but I would be surprised if the EU/US aren't able to figure out a way to make travel work by June. Vaccination passports are gaining a lot of ground in the past week or two. I think that's likely the way forward in the short term. We're still working on a rolling 45 day departure, but May/June is my guess for international travel to resume. I think EU borders will ease in late March/April.
 
HuskyDeac said:
I mean, it's anyone's guess at this point, but I would be surprised if the EU/US aren't able to figure out a way to make travel work by June. Vaccination passports are gaining a lot of ground in the past week or two. I think that's likely the way forward in the short term. We're still working on a rolling 45 day departure, but May/June is my guess for international travel to resume. I think EU borders will ease in late March/April.
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Thanks. You know someone on this trip so root for it to happen!
 
Screamindemon3 said:
I'm going to hop back in on the KODK lottery here soon. That spike yesterday was fake (but appreciated), I still think there's big news coming soon that will send it soaring.

I also picked up a couple PLTR calls yesterday with my KODK call profits. Touched $40.00 last week before having a very red Thursday/Friday. I think it gets back up to $35.00 fairly quickly with $40-42 as a price target ($32.06 at time of post)

If you want to play a short term lottery for today, I'd look at CLOV. It got crushed this morning by a Highland short announcement, but Chamath Palihapitiya has said he will address the short call in the coming hours. I never bet against Chamath, dude is brilliant. You may see this stock bump up 5-10% after he speaks today.
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PLTR up 5% this morning ($33.80)
KODK up 4% ($11.19)
PENN up 7.5% ($126.85)

Only thing lagging is......TSLA -1% ($841.50)

CLOV did not get the jump I was looking for yesterday and is still getting hammered today. Chalk that up as a loser, though I'm still holding shares.
 
Take a look at Shift4 Payments (Ticker: FOUR). Interesting CEO story (guy who just purchased and will captain the first fully civilian SpaceX flight). He is a 37/38 year old billionaire who founded this company and a fighter jet training company. Same concept in many respects as Square (Ticker: SQ), but much smaller market cap. Guy has purchased a Super Bowl ad to promote the SpaceX flight, St. Judes, and Shift4 Payments, I think. Stock has had a good run, and I've been in for a while, but volume is low. Hoping that Super Bowl ad will help exposure, and their client base is heavily into restaurant and hospitality, so should be a good COVID-recovery stock as well.

Anyway, worth a look.
 
mako1331 said:
Yeah my folks were not happy with this development. They've had an Alaskan cruise scheduled for a while now, and were hoping things would be ok again by summer. Probably an unrealistic hope, but still.

We've postponed our Portugal/Spain summer trip to 2022. Still holding onto hope for the late July Disney trip though.
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we went to Universal over the Christmas-New Year's week. It was great.
 
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