aggiegolf86 said:

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What about BA?

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BA has had a terrible run obviously. MAX faulty design, 2 crashes, grounding, poorly managed response, CEO fired, concessions/payments had to be paid to airlines, issues found with MAX wiring, issues with debris in delivered planes, billions in cancelled orders...

At present they still aren't that close to getting MAX re-certified and obviously air travel demand and aircraft order demand has fallen totally off a cliff.

Airlines are trying to figure out how passengers are going to react to shopping for flights and flying on the MAX when it's back.

With all that bad news, once there's a path back to flying safely given the health concerns and a clear path for the MAX to be returned to service there should finally be some better sentiment.

For the long term investor - the upside is it's likely too big to fail, better yet part of a duopoly, and pre-covid air travel demand was expected to double in 20 years.

Big open questions are how long does covid kill demand, how does the industry think about coming back in a smaller way, what government assistance is needed and what strings are attached, can they execute with bringing the max back to service, can they avoid any more negative publicity.


For airlines, LUV has been profitable for something like 47 straight years - obviously this year is likely to break that streak, but generally them and DAL seem to know what they are doing.

I went long term on DAL ($38...bought too early) and RCL ($22). Good dividends and solid companies that should have the assets and/or bailout to get them thru. I'm an optimist and think they've got at least 100%, maybe in as little as a year.

PENN National Gaming reached an all time high of $37 after they bought 36% of Barstool. I saw it go as low as $4 after sports shutdown and now it is $13.87.

I'm no expert but I think it will come roaring back when casinos and sports are back to business. They didn't even get a chance to get their integration plans with Barstool going yet.

EGP

TecRecAg said:

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Sorry I skipped this. CNTY is one that I've been a fan of. Over the last couple of years it was between $8 and $10. I bought at $2.38. However, the big difference with this one is that just a couple of weeks ago they got approval sports betting licenses in Colorado and are pairing to get an app up and running. I can see this development pushing them over the $10 avg when they recover.

At $3.13 as of this message.

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Thanks for rec.. I bought @ $3.22

$4.57 as of now.

I had sold mine off because I had more faith in PENN as far as casinos go. Profit is a profit, however.

george1992 said:

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Here you go. Want to be up 40% by the end of the year? Look at:

TTD
SHOP
ROKU
LUV
RUBI
TDOC
OKTA
SDC
NFLX
FB
AMZN

These are all momentum stocks. As one takes off, instead of selling it, sell your loser and buy more of it. This made me a ton of dough in 2019.

But due to the collapse is oil I'm down a little over $1 mil. in 2020. Slowly climbing my way back up $1k at a time.

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this is up 40% since the post.

So I bought in CNTY @$3.22, LUV @$31.02, and UAL @$28.80 all on 4/16.

Up 57% between the 3 in 7 weeks. Amazing.

Purchased PXD back on 3/16 and 3/19 at 65 and 61. I'm up 69% and 80% on those purchases. My purchase of FANG on 28.51 on 4/16....I'm up 84% on that one. My CVX stock is up 40 percent.

I'm moving more money into my trading account for some 3-5 year holds. What does the board like at these prices? I don't have any faith that my oil stocks will be long term holds for that period of time. I'd like to take my gains at some point and roll that into something long term. Any suggestions?

Considering MSFT, COST, APPN, MA but wondering if I'm too late.

I purchased MTCH and ZNGA....don't see much chatter on these, but wondering what the board's opinion is of them.

Old RV Ag said:

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aggiegolf86 said:

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What about BA?

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RightWingConspirator said:

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Purchased PXD back on 3/16 and 3/19 at 65 and 61. I'm up 69% and 80% on those purchases. My purchase of FANG on 28.51 on 4/16....I'm up 84% on that one. My CVX stock is up 40 percent.

I'm moving more money into my trading account for some 3-5 year holds. What does the board like at these prices? I don't have any faith that my oil stocks will be long term holds for that period of time. I'd like to take my gains at some point and roll that into something long term. Any suggestions?

Considering MSFT, COST, APPN, MA but wondering if I'm too late.

I purchased MTCH and ZNGA....don't see much chatter on these, but wondering what the board's opinion is of them.

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Congrats on the gains! Good call with FANG.

INTC is my holding that is set to take off like a rocket.

I have been researching many small caps today, but didn't find a winner. Tons of biomed is flashing a 'buy me now' sign, according to the numbers. I am preparing to venture out of the S&P 500.

What is going on with Intel that makes you think it's a go? I haven't followed it, but am noticing AMD is doing well.

Nom de Plume said:

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I went long term on DAL ($38...bought too early) and RCL ($22). Good dividends and solid companies that should have the assets and/or bailout to get them thru. I'm an optimist and think they've got at least 100%, maybe in as little as a year.

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Nice call on RCL so far. I got in at the same price and it's up 226% as of today.

RIG

$3.37 pre market. Bring me back my money!

johnnyblaze36 said:

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johnnyblaze36 said:

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PENN National Gaming reached an all time high of $37 after they bought 36% of Barstool. I saw it go as low as $4 after sports shutdown and now it is $13.87.

I'm no expert but I think it will come roaring back when casinos and sports are back to business. They didn't even get a chance to get their integration plans with Barstool going yet.

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It pains me to look back on this and know that I didn't dump the 10K I wanted to into this the day it was at $4. It closed at $129 today and I'd have over $320,000 in an account. Biggest kick in the nuts of my entire life.

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Yep I even remember the day you posted that but I was trying to keep cash in case I lost my job. I was very close to putting $15k in it. Oh well.

I've started looking into Berry Corporation $BRY. They are an upstream Oil & Gas company HQ'd in Dallas but with primary operations in CA, CO, & UT. Stock is trading at $4/sh and TBV is $11.48/sh as 9.30.20. 52-week high is $7.98. Big insider purchases in 3Q19 @~$7 and 3Q20 @ ~$3.

Some regulatory risk with them being primarily located in CA but they have interests in very mature/predictable fields. Lowly levered and appears to be pretty conservative managing CF. Big emphasis on environment and political involvement.

I'll post my long-term holds. So far they've been good for me and my account at Merrill Edge:

AMD
ALRM
AMZN
APPN
AAPL
CDNS
CRNC
CRWD
NET
FVRR
JD
MTCH
MSFT
NVDA
QRVO
SQ
TDOC
TER
TTD
U
WEX
WIX
ZS

My biggest winners so far have been TTD, FVRR and CRWD. I'm also up a double on SQ.

flyingaggie12 said:

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I've started looking into Berry Corporation $BRY. They are an upstream Oil & Gas company HQ'd in Dallas but with primary operations in CA, CO, & UT. Stock is trading at $4/sh and TBV is $11.48/sh as 9.30.20. 52-week high is $7.98. Big insider purchases in 3Q19 @~$7 and 3Q20 @ ~$3.

Some regulatory risk with them being primarily located in CA but they have interests in very mature/predictable fields. Lowly levered and appears to be pretty conservative managing CF. Big emphasis on environment and political involvement.

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I'm gonna stay clear from BRY looks like there's a class action lawsuit pending for misrepresentation...

bump

Personally I've been plugging money into VTI, and I just pulled my original investment out of NVDA and letting the house money ride. I'm looking at XOM, FUBO, MSTR, and LUV right now for individual long term holds.

BROS