All things STOCKS

[Fun coupon VOL]

You're correct, edited for posterity. I suck at phone posting.



Oil is so oversold, and it's certainly due a run up from a technical perspective. But the macro is so bearish I see crude selling off violently along with the rest of the market.



GILD, CODX, INO, MRNA, NVAX, and REGN are all pure corona plays I'm monitoring and waiting entry. I was in and out of REGN in late 2019 after the completion of a bullish Gartley pattern. I think that at this point, you're right, we're all speculating to one degree or another. Ttechnical analysis is basically invalidated. Conventional TA would have told you to buy the intra-day dip yesterday on SPY as you were bouncing off a key Fibonacci node while making a higher low with bullish divergence. But all just to see futures markets dump and gap you down lower, completely invalidating a resounding bull case with lots of coinciding variables, the kind of trade that normally hits. This is not a normal market though. The market is so irrational at the moment, it's super risky whether you want to go long or short as a trader. But the right plays will literally print money. Even SPY puts from yesterday and today are going to be deep in the money. Hopefully I can sell some puts before the circuit breaker hits, buy some dirt cheap calls for the inevitable scrub rally up, to sell off once again

Haha. Funny you list GILD. Was told just a bit ago to buy as they just bought a company.

I guess you are on that as well.

USO will drop another 15% and will be an easy play.

 

[Fun coupon VOL]

I apologize for this, but Don lemon is such a pandering C-Word.

 

[Fun coupon VOL]

You're correct, edited for posterity. I suck at phone posting.



Oil is so oversold, and it's certainly due a run up from a technical perspective. But the macro is so bearish I see crude selling off violently along with the rest of the market.



GILD, CODX, INO, MRNA, NVAX, and REGN are all pure corona plays I'm monitoring and waiting entry. I was in and out of REGN in late 2019 after the completion of a bullish Gartley pattern. I think that at this point, you're right, we're all speculating to one degree or another. Ttechnical analysis is basically invalidated. Conventional TA would have told you to buy the intra-day dip yesterday on SPY as you were bouncing off a key Fibonacci node while making a higher low with bullish divergence. But all just to see futures markets dump and gap you down lower, completely invalidating a resounding bull case with lots of coinciding variables, the kind of trade that normally hits. This is not a normal market though. The market is so irrational at the moment, it's super risky whether you want to go long or short as a trader. But the right plays will literally print money. Even SPY puts from yesterday and today are going to be deep in the money. Hopefully I can sell some puts before the circuit breaker hits, buy some dirt cheap calls for the inevitable scrub rally up, to sell off once again

How do you feel about Halliburton? FANG?

Also, I would like to pick your brain off the forum if you are up for it.

 

[Thunder Good-Oil]

GILD, CODX, INO, MRNA, NVAX, and REGN are all pure corona plays I'm monitoring and waiting entry. I was in and out of REGN in late 2019 after the completion of a bullish Gartley pattern. I think that at this point, you're right, we're all speculating to one degree or another. Ttechnical analysis is basically invalidated. Conventional TA would have told you to buy the intra-day dip yesterday on SPY as you were bouncing off a key Fibonacci node while making a higher low with bullish divergence. But all just to see futures markets dump and gap you down lower, completely invalidating a resounding bull case with lots of coinciding variables, the kind of trade that normally hits. This is not a normal market though. The market is so irrational at the moment, it's super risky whether you want to go long or short as a trader. But the right plays will literally print money. Even SPY puts from yesterday and today are going to be deep in the money. Hopefully I can sell some puts before the circuit breaker hits, buy some dirt cheap calls for the inevitable scrub rally up, to sell off once again

Gilead, Regeneron, and possibly one or two of the rest have exposure to C-19 but aren't really pure plays other than trading the volatility.

I was wondering which bio techs are most involved. I'd like to know which companies sell the test kits.

 

[GoVolsDR]

How do you feel about Halliburton? FANG?

Also, I would like to pick your brain off the forum if you are up for it.

I had some very successful trades with HAL in 2019, but I wouldn't touch the energy sector with a 10 foot pole. If you're now planning contingencies for a contracting economy. What happened to OXY is in store for so many domestic oil producers when they start having liquidity crunches due to the lack of demand, a glut of supply, and a contracting economy.

I'm all over the tech stocks. I'm a long term buyer of tech. Stocks like AAPL, AMZN, TSLA, SQ, and SHOP are my favorite tech plays at the moment. I'll hold these and be looking for as much exposure during a bear market. All of these companies are still disrupting traditional sectors and drive innovation, which leads to organic growth. You have an email address where I can reach you?

 

[GoVolsDR]

Gilead, Regeneron, and possibly one or two of the rest have exposure to C-19 but aren't really pure plays other than trading the volatility.

I was wondering which bio techs are most involved. I'd like to know which companies sell the test kits.

DGX and LH are the point of care testing companies that are going to be involved in corona. Their services are going to be massively in demand in the coming days and weeks.

 

[Fun coupon VOL]

I had some very successful trades with HAL in 2019, but I wouldn't touch the energy sector with a 10 foot pole. If you're now planning contingencies for a contracting economy. What happened to OXY is in store for so many domestic oil producers when they start having liquidity crunches due to the lack of demand, a glut of supply, and a contracting economy.

I'm all over the tech stocks. I'm a long term buyer of tech. Stocks like AAPL, AMZN, TSLA, SQ, and SHOP are my favorite tech plays at the moment. I'll hold these and be looking for as much exposure during a bear market. All of these companies are still disrupting traditional sectors and drive innovation, which leads to organic growth. You have an email address where I can reach you?

What about Twitter?

 

[Thunder Good-Oil]

I'm all over the tech stocks. I'm a long term buyer of tech. Stocks like AAPL, AMZN, TSLA, SQ, and SHOP are my favorite tech plays at the moment. I'll hold these and be looking for as much exposure during a bear market. All of these companies are still disrupting traditional sectors and drive innovation, which leads to organic growth. You have an email address where I can reach you?

I would think that Square's revenue mix is heavily related to physical plastic charge cards. PayPal seems like a better play if betting on fewer face-to-face transactions. Ally Bank as well. Also NVIDEA's sales are heavily related to gaming. Gaming will benefit from more people not venturing outside. Akami could see a windfall as well since they optimize the distribution of video over broadband. FB and GOOG might face obstacles since they are heavily dependent on advertising and will be hurt from a general economic slow down. Cloud and broadband should see a multi-year stimulus. IMO Amazon Web Services is a good bet as well. Even IBM could benefit with an opportunity here.

 

[Thunder Good-Oil]

What about Twitter?

They have to sell advertising and their customers' businesses will be under pressure for a while. But Twitter could benefit longer term if their daily user counts spike up.

 

[Fun coupon VOL]

They have to sell advertising and their customers' businesses will be under pressure for a while. But Twitter could benefit longer term if their daily user counts spike up.

User spike is what I’m thinking

 

[Thunder Good-Oil]

User spike is what I’m thinking

IMO Twitter ($25B), Spotify ($25B), SNAP ($15B), and any other high traffic websites are potential buyout candidates like when MSFT bought LinkedIn.

 

[GoVolsDR]

American Airlines down almost 20% premarket. These puts are going to print today.

What about Twitter?

I really like Jack Dorsey as a business leader and I think he's done a great job growing his businesses and effectively monitizing users of his products. The problem with TWTR for me is that they're not growing their active user base. There's still a problem with bots and fake accounts on the platform, and you're seeing more competitors take marketshare every year, which means less ad revenue. I agree with TGO that given their small marketcap, TWTR is certainly a buyout candidate. If my memory serves me correctly, I believe that GOOG explored a buyout, but backed off due to antitrust concerns.

 

[Big Gucci Sosa]

This is ****ed. 15 days to wipe out years of progress

 

[Freak]

Trading halted. This is unbelievable.

I had some very successful trades with HAL in 2019, but I wouldn't touch the energy sector with a 10 foot pole. If you're now planning contingencies for a contracting economy. What happened to OXY is in store for so many domestic oil producers when they start having liquidity crunches due to the lack of demand, a glut of supply, and a contracting economy.

I'm all over the tech stocks. I'm a long term buyer of tech. Stocks like AAPL, AMZN, TSLA, SQ, and SHOP are my favorite tech plays at the moment. I'll hold these and be looking for as much exposure during a bear market. All of these companies are still disrupting traditional sectors and drive innovation, which leads to organic growth. You have an email address where I can reach you?

I think you've said it before, but what's your background?

I definitely like stocks such as apple, amazon, tesla, google, etc. for the rebound, but the question is when. Doesn't seem like we're likely to get any good news in the next few weeks.

 

[Freak]

This is ****ed. 15 days to wipe out years of progress

From a quick look at the charts, it looks like we're at August 2017 levels for the DOW.

 

[GoVolsDR]

Trading halted. This is unbelievable.


I think you've said it before, but what's your background?

I definitely like stocks such as apple, amazon, tesla, google, etc. for the rebound, but the question is when. Doesn't seem like we're likely to get any good news in the next few weeks.

Trading and investing has been a hobby of mine for a long time, but in the past several years I've been really interested in the mathematics of trading which led to my passion for technical analysis and charting. My day job I'm a capital equipment sales rep for a healthcare company, and there's where I have a bit of insight into the medical and healthcare space.

 

[Thunder Good-Oil]

Trading and investing has been a hobby of mine for a long time, but in the past several years I've been really interested in the mathematics of trading which led to my passion for technical analysis and charting. My day job I'm a capital equipment sales rep for a healthcare company, and there's where I have a bit of insight into the medical and healthcare space.

Medtronic is one of my never sell holdings. I'm considering adding Dexcom as well.

 

[Freak]

Trading and investing has been a hobby of mine for a long time, but in the past several years I've been really interested in the mathematics of trading which led to my passion for technical analysis and charting. My day job I'm a capital equipment sales rep for a healthcare company, and there's where I have a bit of insight into the medical and healthcare space.

Gotcha. I enjoy your insight in this thread, so thanks.

 

[GoVolsDR]

Thanks Frank! Really appreciate it, and collectively all Vol fans thank you for having such a great platform for us to discuss everything from Vols sports, recruiting, and investing. It's important for us to as a community help each other to try and preserve wealth in these difficult times. I'll try to post charts and go into more explanations on some of the technicals I reference. Something tells me I'll be having more spare time coming up in the future.

 

[SpringBokVol]

This has quickly become one of my favorite threads.

 

[Thunder Good-Oil]

Thanks Frank! Really appreciate it, and collectively all Vol fans thank you for having such a great platform for us to discuss everything from Vols sports, recruiting, and investing. It's important for us to as a community help each other to try and preserve wealth in these difficult times. I'll try to post charts and go into more explanations on some of the technicals I reference. Something tells me I'll be having more spare time coming up in the future.

Poobah Frank will keep us entertained during this difficult time.

 

[headhunter15]

As someone who knows nothing about stocks, I’ve found myself on this thread every day and watching FOX Business and CNBC the last week or so.

For those in the know, when should everything begin to calm down or are we looking at a recession coming?

 

[BigOrangeMojo]

Heck, I was only kidding when I called Dow 20k 13 days ago. Sheesh

 

[BigOrangeMojo]

As someone who knows nothing about stocks, I’ve found myself on this thread every day and watching FOX Business and CNBC the last week or so.

For those in the know, when should everything begin to calm down or are we looking at a recession coming?

Recession is already here. Wont be confirmed until Q2 GDP numbers come out

Before I invest in individual equities, I want to see the infection rate flatten out. We arent there yet.

 

[Big Gucci Sosa]

As someone who knows nothing about stocks, I’ve found myself on this thread every day and watching FOX Business and CNBC the last week or so.

For those in the know, when should everything begin to calm down or are we looking at a recession coming?

2 months. We aren't done falling. There is just too many bad news days to come. We probably have 20k cases in the US compared to the 1500 reported. So once we stop having new infections we will calm down. I'm buying long calls on companies I'm familiar with. EZ$