All things STOCKS

I was going to check Ally. Without bricks and mortar stores I figured they could compete.

Capital One does have free ATMs all over the place. Kroger, Casey’s, Food City, CVS. But that’s not a big deal for me. I use a credit card for everything.

The withdrawal limit is 6 times per month. I use it for emergency savings only. Not aware of an ATM option. I haven’t used one of those in a decade or better for the reason you noted at the end.
 
Hardly anything is red this morning. For me only AKAM, SWBI, SLV, and BKR. And AKAM is the only one that I own much and it’s only down 0.08%.

I still think that a lot of the green turns to red before the close.
 
Got to be a pump and dump going here, right? WSB or somebody?

Up 6% now, but bet they aren't holding into close; probably not holding into lunch.

I can't imagine Carnival Cruise Line made money last quarter
CCL is a depressed stock. Still reeling from Covid losses. But, ships should be sailing full at reasonable prices if not already.
 
CCL will be operating with fury, but they are certainly in a lot of debt. Nobody should be saying "oh gee whiz I hate cruises I bet nobody is going on a cruise." That's stupid. The problem is they have mortgaged themselves so heavily they are going to be in a fight for survival for a long time. The stock will be priced accordingly for a long time. 13% short according to fidelity.
 
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MU earnings tonight. earnings generally seems to create a big dive for everything. I am a bit overweight in MU now.
 
CCL is a depressed stock. Still reeling from Covid losses. But, ships should be sailing full at reasonable prices if not already.

Think it zoomed up 8%; already back down to 3%.

Will probably make another coordinated run from some group of pumpers. They like the under $10 stocks because they can create the volatility and bet both ways.

The actual Carnival 'Fun' Ships should probably return to capacity.

However, their ships aimed at the over age 60 crowd...example, 'Holland America' not so sure. Before pandemic, I never thought of a cruise ship as a breeding ground for airborne viruses. Now days, I don't know if the blue hairs will return or not. They are good bang for the bucks.
 
CCL will be operating with fury, but they are certainly in a lot of debt. Nobody should be saying "oh gee whiz I hate cruises I bet nobody is going on a cruise." That's stupid. The problem is they have mortgaged themselves so heavily they are going to be in a fight for survival for a long time. The stock will be priced accordingly for a long time. 13% short according to fidelity.

I have owned 100 shares of the three cruise line companies for many years. DW has been on 30 cruise+-. I've been on about 20. Each of the cruise lines give you a discount or "onboard credit" if you are a shareholder(100 shares). My CCL stock has paid for itself. I own morethan 100 shares in NCLH as an investment.

CruiseCompete.com - Cruise Line Shareholder Benefits
 
I have owned 100 shares of the three cruise line companies for many years. DW has been on 30 cruise+-. I've been on about 20. Each of the cruise lines give you a discount or "onboard credit" if you are a shareholder(100 shares). My CCL stock has paid for itself. I own morethan 100 shares in NCLH as an investment.

CruiseCompete.com - Cruise Line Shareholder Benefits

Interesting! I've been on 6-7....all enjoyable. I like that they move you around while you sleep. Very handy in Alaska.

Look like CCL is back up to 5.9%. If you already jumped in/out, I would short again here. It is being pumped. Allen going to need a bigger saddlebag to carry all his money home today.

Santa rally....who would have thought.
 
Think it zoomed up 8%; already back down to 3%.

Will probably make another coordinated run from some group of pumpers. They like the under $10 stocks because they can create the volatility and bet both ways.

The actual Carnival 'Fun' Ships should probably return to capacity.

However, their ships aimed at the over age 60 crowd...example, 'Holland America' not so sure. Before pandemic, I never thought of a cruise ship as a breeding ground for airborne viruses. Now days, I don't know if the blue hairs will return or not. They are good bang for the bucks.

Any indoor area is a breeding ground for airborne viruses. Restaurants and theatres are especially bad, and of course cruise ships have those.
FWIW, The majority of passengers on the mainstream lines are 60+. HAL is one with the oldest, but also has what older people want, and don't want, a lot of kids and party till you puke drinkers. Celebrity has a somewhat younger crowd(10 years on average).

We went on 2 cruises in 2022(first since 2019) The Mediterranean cruise on Regent in March had no roblems with covid, but everyone wore masks as required. The Canada/NE cruise on Celebrity in September probably had 15-25% of passengers with covid. 90% did not wear masksas required, but not enforced.
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March cruise sailed at 60% capacity, Sept at 90%


Yes, the big problem with cruise lines is the debt. I'm surprised more didn't go under from covid.
 
I added to my CAT short @ 2.83 from 5.10. 1/20/23 52 Week high today. I may add some NKE shorts as well.

I wouldn’t bet short outside of CAT’s near term. China is a big customer and will be back. And at some point our government is going to spend on infrastructure again instead of payroll protection and stay at home benefits. What we need to do is bring in high quality migrant workers and train them on heavy machinery. But that is one area that labor unions have a lot of political power.
 
Interesting! I've been on 6-7....all enjoyable. I like that they move you around while you sleep. Very handy in Alaska.

Look like CCL is back up to 5.9%. If you already jumped in/out, I would short again here. It is being pumped. Allen going to need a bigger saddlebag to carry all his money home today.

Santa rally....who would have thought.
We started traveling a at 39, and in 30 years have visited 50+ countries and every continent except Antarctica . Oddly travel is what I always wanted to do, and my wife wrote in her high school year book that the she wanted to "travel and see the world". We didn't know that about each other when we got married.
Cruising is also a good way to see the Mediterranean. We typically visit a country on land for 4-5 days before a cruise and 1-2 days after the cruise.

As far as investments, I only have NCLH for that, and I'm in the green right now, but I will wait for another 20%. I'm typically not a trader. I'll keep 100 shares of CCL and 100 shares of RCL just in case we want to take a cruise on one of their lines.

As you say it is nice not to have to travel by car, train or plane and pack and unpack while travleing. We've done a lot of that too.
 
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Any indoor area is a breeding ground for airborne viruses. Restaurants and theatres are especially bad, and of course cruise ships have those.
FWIW, The majority of passengers on the mainstream lines are 60+. HAL is one with the oldest, but also has what older people want, and don't want, a lot of kids and party till you puke drinkers. Celebrity has a somewhat younger crowd(10 years on average).

We went on 2 cruises in 2022(first since 2019) The Mediterranean cruise on Regent in March had no roblems with covid, but everyone wore masks as required. The Canada/NE cruise on Celebrity in September probably had 15-25% of passengers with covid. 90% did not wear masksas required, but not enforced.
.
March cruise sailed at 60% capacity, Sept at 90%


Yes, the big problem with cruise lines is the debt. I'm surprised more didn't go under from covid.

We did Celebrity for the Alaska cruise (our most recent...in 2019).

Loved it!
 
I wouldn’t bet short outside of CAT’s near term. China is a big customer and will be back. And at some point our government is going to spend on infrastructure again instead of payroll protection and stay at home benefits. What we need to do is bring in high quality migrant workers and train them on heavy machinery. But that is one area that labor unions have a lot of political power.
My thought was two tiered: 1.) it's at a 52 weeks high with room to correct 2.) China is not back, yet--their mitigation policies are severely harming the country now that they are open through the spread of respiratory issues like crazy

Combined with high interest rates and the New Year, I'm taking a chance in the ST. I'm a buyer of CAT in the LT.
 
MU earnings tonight. earnings generally seems to create a big dive for everything. I am a bit overweight in MU now.

I really want to positive on semiconductors made in USA. Buuutttt.....

To me, the chip business is becoming like the car business. USA is simply struggling with production lines. Too many other countries out hustle us for lower wages. High tech items, or things with government moneys supporting, have a small shot.

Memory chips made in Idaho (think that is MU but unsure?)....afraid that is going down.

Hope I'm wrong.
 
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Do we think this speak will give us any push in defense sector?

Zelenskyy in US to meet Biden, address Congress as war rages | AP News

We are wasting money rebuilding Ukraine's power grid right now heading into winter. First, we need to set up 40-50 Patriot batteries; need Israel to donate Arrow systems, etc. Then, rebuild power grid.

Right now, we can rebuild for a month; Russia can send in guided systems again and just knock all that right back out.
 

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