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#2,101
#2,101
I wonder if it (government spending Bill) would focus on the crumbling infrastructure (roads and bridges) and high speed communications build out or if there'd be an effort to bring back manufacturing plants. The latter smells a bit more socialist since manufacturing facilities aren't government owned whereas the roads and bridges and utilities easements are and we're accustomed to that type of public/private joint effort. However the government could certainly build and own the roads and other infrastructure facilitating industrial sites.

I hope it happens, although I'm a little concerned that Trump might be going overboard with the near zero interest rate borrowing by the government. This isn't the Politics Forum so I'll leave it at that.
 
#2,102
#2,102
Thunder Good-Oil said:
I wonder if it (government spending Bill) would focus on the crumbling infrastructure (roads and bridges) and high speed communications build out or if there'd be an effort to bring back manufacturing plants. The latter smells a bit more socialist since manufacturing facilities aren't government owned whereas the roads and bridges and utilities easements are and we're accustomed to that type of public/private joint effort. However the government could certainly build and own the roads and other infrastructure facilitating industrial sites.

I hope it happens, although I'm a little concerned that Trump might be going overboard with the near zero interest rate borrowing by the government. This isn't the Politics Forum so I'll leave it at that.
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Socialism and Cronyism.
 
#2,112
#2,112
Big Gucci Sosa said:
MSFT crushed earnings. I bought really high into them. Stayed through the low and am green again
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My largest holding since 2008. Killing it in the cloud.

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#2,114
#2,114
Pretty new to the investment game. Do you all think CCL and NCLH will get back down to 10-12 when the poor earnings report comes out?

Is it worth selling at 16 to buy back in at 12?
 
#2,115
#2,115
Tri-CitiesVol said:
Pretty new to the investment game. Do you all think CCL and NCLH will get back down to 10-12 when the poor earnings report comes out?

Is it worth selling at 16 to buy back in at 12?
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I think it may dip at earnings, but it may already be in the 20’s by then, so the dip will be absorbed
 
#2,117
#2,117
Tri-CitiesVol said:
Pretty new to the investment game. Do you all think CCL and NCLH will get back down to 10-12 when the poor earnings report comes out?

Is it worth selling at 16 to buy back in at 12?
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"Everyone" is expecting a horrible qtr. That is built into the price.

Profit taking might lower the price. Unforeseen bad news could hurt.

Lack of a vaccine will hurt in the long run.
 
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#2,118
#2,118
Go aeiou said:
"Everyone" is expecting a horrible qtr. That is built into the price.

Profit taking might lower the price. Unforeseen bad news could hurt.

Lack of a vaccine will hurt in the long run.
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I think that the surge in C-19 cases predicted in the fall will be the next big market mover. It could lead to another sell off as we get to the middle of summer. I also think that the carnage in earnings might not be factored in at present. 2nd quarter will be brutal. Most likely Q3 as well.
 
#2,119
#2,119
Thunder Good-Oil said:
I think that the surge in C-19 cases predicted in the fall will be the next big market mover. It could lead to another sell off as we get to the middle of summer. I also think that the carnage in earnings might not be factored in at present. 2nd quarter will be brutal. Most likely Q3 as well.
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At least 65% of passengers are over the age 0f 60 on almost every cruise. On cruises during the school year and longer cruises they are an even larger %. Old people have the time and the money to cruise for 2 weeks or more. This is the time for European cruises. Some. Countries dont want visitors. They have their own virus problems. Several airlines are no longer flying there.

Many of the folks over 60 will not be cruising until there is a vaccine.

Yes cruise lines are cancelling cruises farther out. They have little choice but to offer great deals, but that might not help.

I'd say your word (brutal) to describe 2 nd and 3rd qtr is accurate. Cruise lines might not recover for years.
 
#2,120
#2,120
These earnings are all Q1 and should be relatively good- price and earnings misses are built in

Q2 earnings should be a different matter
 
#2,122
#2,122
Go aeiou said:
At least 65% of passengers are over the age 0f 60 on almost every cruise. On cruises during the school year and longer cruises they are an even larger %. Old people have the time and the money to cruise for 2 weeks or more. This is the time for European cruises. Some. Countries dont want visitors. They have their own virus problems. Several airlines are no longer flying there.

Many of the folks over 60 will not be cruising until there is a vaccine.

Yes cruise lines are cancelling cruises farther out. They have little choice but to offer great deals, but that might not help.

I'd say your word (brutal) to describe 2 nd and 3rd qtr is accurate. Cruise lines might not recover for years.
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I wasn't posting specifically about cruise ships, but rather the broad market. Retail is going to be in big trouble if things don't get on a positive track well before the holidays. Automobile sales are in deep slides now. Even health care is getting bad with elective procedures being put off. Tech, Amazon, and specific areas in health care are doing well... but no doubt stock prices already are reflective. There aren't too many sectors or industries that look like screaming buys right now. I'm glad that I've held Home Depot for a long while. I hear their stores have been doing quite well. A private equity company like Apollo could pay off for patient investors. They will have a lot of opportunities to pick up struggling companies at cheap prices assuming that they have preserved their own capital to leverage purchases. The DJIA ETFs might be a safe place to hunker down.
 
#2,123
#2,123
CCL taking a stumble after some great gains this week. If it gets around $12 again I think I'll buy more...
 
#2,125
#2,125
NEVolFan said:
Well... I jumped in on SHIP, 72k shares at ave .1462, just feels right for growth when the economy picks up.
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Nice average! I’m in with 80,000 at .17 😬🤦🏼‍♂️

Either way, I think it sees mid .20’s before earnings on 5/14. But be ready to sell lol.
 
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