Official Investing Thread

Discussion in 'The Mainboard' started by Joe Louis, Jul 12, 2010.

  1. BP

    BP Bout to Regulate.
    Donor
    Atlanta BravesGeorgia BulldogsAtlanta Falcons

    Wonder how many of the 777s are outfitted with those.
     
  2. infected donkey

    infected donkey Arkansas Razorbacks
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    Arkansas RazorbacksChicago CubsAvengersBarAndGrillSoutheastern Conference

    70ish? 20 something in storage and not in service if i remember reading right.
     
  3. infected donkey

    infected donkey Arkansas Razorbacks
    Donor
    Arkansas RazorbacksChicago CubsAvengersBarAndGrillSoutheastern Conference

    "The plane manufacturer said that 69 of the 777 jets that are in service are powered by the engine, while 59 such aircraft are in storage."
     
    BP likes this.
  4. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    $JE issues a going concern notice. Sounds like they lost $250,000,000. They’re a $275m market cap
     
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  5. dukebuckeye

    dukebuckeye P.G.I.T
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    Ohio State BuckeyesCleveland BrownsColumbus Blue JacketsCleveland CavaliersCleveland Indians

    Gallant Knight

    Is it common for companies to reschedule their earning calls? NRG just bumped theirs back to March 1st. Won't that fuck with your options?
     
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  6. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    No but the CEO was called to testify in front of the Texas legislature so their hands were tied
     
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  7. Fusiontegra

    Fusiontegra My life is dope and I do dope shit.#SparedByThanos
    Donor TMB OG
    Florida GatorsMiami MarlinsJacksonville JaguarsAvengersMiami HeatWu-tang

    You brilliant son of a bitch.
     
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  8. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    My puts that expire at the end of this week are basically flat on a 4% down move on the underlying equity because of the earnings call move
     
  9. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    Not sure if I should bail before the close today. Reliant, which is one of the retailers under NRG, will almost certainly be named the provider of last resort for the Houston/Centerpoint area for the retailers that go tits up. Just Energy has pretty much already confirmed they're fucked and I haven't been able to login to my Gexa account for a week and they aren't accepting new customers.
     
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  10. ScFan27

    ScFan27 Well-Known Member

    You gunna bail on the NRG puts or on the VST calls? Or both?
     
  11. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    I'm holding my $VST calls for sure. I'm trying to decide what to do with NRG puts. Pretty close to being up 100%
     
  12. dukebuckeye

    dukebuckeye P.G.I.T
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    Ohio State BuckeyesCleveland BrownsColumbus Blue JacketsCleveland CavaliersCleveland Indians

    I shorted NRG last Friday at $38.66. Sitting on $7,750 of profit today. Think I should bail?
     
  13. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    i sold my puts that expire this friday; keeping the ones that expire next

    feel free to send me a nice bottle of wine!
     
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  14. dukebuckeye

    dukebuckeye P.G.I.T
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    Ohio State BuckeyesCleveland BrownsColumbus Blue JacketsCleveland CavaliersCleveland Indians

    I'll blow you if I ever meet you in person.
     
  15. CaneKnight

    CaneKnight Well-Known Member
    Donor

    Feel free to provide me with stock tips moving forward
     
  16. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    i closed my entire $NRG position. +68%.
     
  17. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    350 $VST 3/19s at $0.68 each.

    Bids are due at 3:00PM this afternoon for retailers to be designated a provider of last resort. TXU, which is $VST, will 100% be a POLR for North Texas. Their earnings call is Friday before the bell and I will be stunned if they don't announce they made a significant profit from selling spot energy last week. It could be in the billions.
     
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  18. The Banks

    The Banks TMB's Alaskan
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    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    Cruise stonks have tripled/quadrupled since March with zero cruises and practically zero good news in the industry.
     
  19. dukebuckeye

    dukebuckeye P.G.I.T
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    Ohio State BuckeyesCleveland BrownsColumbus Blue JacketsCleveland CavaliersCleveland Indians

    Just shorted NCLH today at $29.39
     
  20. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    the vaccine is about as good of news as they could possibly get?
     
  21. The Banks

    The Banks TMB's Alaskan
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    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    I think everyone assumed a vaccine would be developed and implemented so that would’ve been priced in. They are gonna go another 6 months at least without cruises.
     
  22. dukebuckeye

    dukebuckeye P.G.I.T
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    Even when they come back, there is going to be a ton of apprehension by guests to go back on cruises.
     
  23. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    i think a lot of the old MAGA types who are the key demographic for crusies would probably go right now tbh
     
  24. The Banks

    The Banks TMB's Alaskan
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    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    And any outbreak is gonna be terrible PR for the industry.
     
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  25. momux

    momux AFAM Scholar
    Donor
    North Carolina TarheelsCarolina PanthersChelsea

    I don't think so. I think everyone in the target market is itching to get back on ships.
     
  26. The Banks

    The Banks TMB's Alaskan
    Donor TMB OG
    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    Oh definitely. But remember MAGAs are only like 22% of the country
     
  27. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    but like 80% of the people who hit up cruises
     
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  28. dukebuckeye

    dukebuckeye P.G.I.T
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    Ohio State BuckeyesCleveland BrownsColumbus Blue JacketsCleveland CavaliersCleveland Indians

    SILENT MAJORITY
     
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  29. momux

    momux AFAM Scholar
    Donor
    North Carolina TarheelsCarolina PanthersChelsea

    Also non-MAGA folks over 65 who have been in quarantine for 11 months are likely super anxious to get out and see things. Cruise target market isn't restricted to just the MAGA types; it's more like 90% of anyone over the age of 60.
     
    Gallant Knight likes this.
  30. The Banks

    The Banks TMB's Alaskan
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    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    I’d put it at like 60-65%

    (based solely on anecdotal evidence of being around domestic tourists for my whole life)

    Way fewer MAGA hats than you’d expect.
     
    Gallant Knight likes this.
  31. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    wonder if you'll have to show some proof of being vaccinated to go.

    honestly that would help push a lot of the anti vaxxers to probably get the shot
     
    The Banks likes this.
  32. The Banks

    The Banks TMB's Alaskan
    Donor TMB OG
    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    I think it’s almost a certainty that they’ll require vaccinations for everyone. Guests and workers.

    And 100% agree with your second point. It being a basic requirement for travel will drive the vaccination rate way higher than it otherwise would.
     
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  33. skiedfrillet

    skiedfrillet It's not a lie if you believe it.
    Donor
    Clemson Tigers

    english plz ty
     
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  34. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    https://www.bloomberg.com/news/arti...kouts-one-texas-power-giant-sounded-the-alarm

    they were as well positioned as anyone.
     
  35. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    On Monday and Tuesday $VST was doing 25-30% of the grid when they are normally at 18% and by Wednesday 18,000 of their 19,000 megawatt generation was online.

    What am I missing here? They might have made billions
     
  36. DuffandMuff

    DuffandMuff Well-Known Member
    Tampa Bay Lightning

    Those cruise ships leaving out of Cape Canaveral and doing 3-4 days in the Caribbean have to be more than 60% MAGA.
     
  37. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    I don't think I'm exaggerating when I say that going long $VST might be the trade of a lifetime.
     
  38. Hatfield

    Hatfield Charlie don’t surf
    Donor
    South Carolina GamecocksWashington NationalsFulhamTiger WoodsGrateful Dead

    Lol I was just looking at it on TD Ameritrade and had decided to pass...but ya had to post again. I dont normally do options, so do you think shares are worth it too? Price is already basically at its all time high.
     
  39. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    i mean it has the potential to have outstanding AR more than it's market cap from one week.

    if you don't do options then just buy some of the stock if you have some cash.
     
  40. southside

    southside Well-Known Member
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    Texas LonghornsSouth Carolina GamecocksHouston AstrosDallas CowboysSeattle Kraken

    Nah. 90% of the guests that could have either rebooked a different cruise or taken a voucher ended up rebooking. Cruise clientele are maybe the most loyal customer base that exists it’s nuts
     
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  41. HuskerInMiami

    HuskerInMiami Well-Known Member
    Donor
    Miami DolphinsNebraska Cornhuskers

    Must not be around many Carnival Ships.
     
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  42. dukebuckeye

    dukebuckeye P.G.I.T
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    I'll take your word for it. I've never been on, nor had any desire to go on one
     
  43. The Banks

    The Banks TMB's Alaskan
    Donor TMB OG
    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    Holland and Princess are their Alaska cruise lines. They are definitely generally cheaper than the Norwegian and Royal ones.
     
  44. The Banks

    The Banks TMB's Alaskan
    Donor TMB OG
    Oregon DucksGreen Bay PackersDetroit Red WingsBayern Munich

    I’d 100% agree that MAGAs are more likely to want to do a Caribbean cruise than an Alaska cruise.
     
  45. NothingIsOT

    NothingIsOT Fuller is a sarcastic asshole
    Donor
    Miami DolphinsFlorida PanthersDetroit TigersMiami Heat

    This is correct. Calling for the end of cruise line is stupid. They’ll recover quicker than the airlines.
     
  46. Hatfield

    Hatfield Charlie don’t surf
    Donor
    South Carolina GamecocksWashington NationalsFulhamTiger WoodsGrateful Dead

    I'm in, let's ride.
     
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  47. texasraider

    texasraider thanks
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    Texas RangersKansas City ChiefsTottenham HotspurDallas Mavericks altTexas Tech Red Raiders alt

    I am also in on the VST train
     
  48. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    independently or because of me?
     
  49. BUstang

    BUstang Lawyer

    What's your call position if you don't mind sharing?
     
  50. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosAston Villa

    like what did i buy? a ton of the 3/19 24s at ~65 cents each
     
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