Ideas For Now-

Maybe I'm off there - this just came out--

| U.S. Economy
BlackRock downgrades U.S. Treasurys as Biden lead expands
Oct. 26, 2020 1:34 PM ET|About: iShares TIPS Bond ETF (TIP)|


BlackRock downgrades nominal U.S. Treasurys to Underweight and upgrades TIPS to Overweight, saying Democratic nominee's Joe Biden lead is expanding in national polls over President Trump and the likelihood of Democrats sweeping both the Senate and the House is rising.

"The net difference in fiscal spending between a Democratic sweep and a Democratic presidency under divided government could be several percentage points of GDP over each of the next few years, we estimate," write strategists headed by Mike Pyle, global chief investment strategist of BlackRock Investment Institute.
 
stonedinvestor said:
Maybe I'm off there - this just came out--

| U.S. Economy
BlackRock downgrades U.S. Treasurys as Biden lead expands
Oct. 26, 2020 1:34 PM ET|About: iShares TIPS Bond ETF (TIP)|


BlackRock downgrades nominal U.S. Treasurys to Underweight and upgrades TIPS to Overweight, saying Democratic nominee's Joe Biden lead is expanding in national polls over President Trump and the likelihood of Democrats sweeping both the Senate and the House is rising.

"The net difference in fiscal spending between a Democratic sweep and a Democratic presidency under divided government could be several percentage points of GDP over each of the next few years, we estimate," write strategists headed by Mike Pyle, global chief investment strategist of BlackRock Investment Institute.
More...

I'm gonna go ahead and add one to the "Gummies for Grandma" on today's pull-pack. Its not gonna rocket, but again we want slow and steady for that portfolio.
Pretty obvious the Covid news is pretty dark right now. With that said, then today's low may be a bottom on this one. I was waiting for a pull-back to add it.

Drumroll....

Southwest Airlines
$LUV
$40.75

They're not going away, the legacy carriers are getting slaughtered with the international stuff. LUV presses on. Add more on any further dips. Its always darkest before the dawn.
 
Alright in times like this you need to develop a plan. So here we go: One Lesson in Investing-- is you never forget.

This was Mimecast on Aug 4th) ) ) ) )

Mimecast pops 7% following earnings beat, guides FQ2 and FY21 revenue above estimates
Aug. 4, 2020 5:59 AM ET|About: Mimecast Limited (MIME)|


Mimecast (NASDAQ:MIME) reports fiscal Q1 results that beat top and bottom line estimates.

Q1 highlights: Total revenue grew 16% y/y to $115.2M.- Nice!

Adj. gross margin was 77%, compared to 76% in last year's quarter. Woa! big margins

Net income was $3.1M, compared to net loss of $4.0M year-ago. ooo the most important earn swing neg to pos.

Adjusted EBITDA margin of 22.3%, up from 13.6% last year. Nice!

Added 600 net new customers. Total customers 38,600 globally.Yes!

MIME sees Q2 revenues between $120.8-$121.8M vs. a consensus of $116.18M and adj. Big guide up!

EBITDA between $26.8-$27.8M.

For FY21, sees revenues in the range of $488.1-493.1M vs. $479.85M consensus and adj. EBITDA between $97.3-$99.3M.

Ok you can see this company beat on every level you can beat & guided forward... what if I told you the stock islower now! It is.

MIME is $41

MIME was $46

EARN DATE NOV 2nd---

The Mission find the buy point before the earn----- I will do this with real Gummy money because I like the stock. This will be our "Earnings Play"-
 
stonedinvestor said:
Drumroll....

Southwest Airlines
$LUV
$40.75

Could be smart. What about KO. Coca Cola. Grandma likes the Mexican ones in glass.
More...
Uuuuuum... I dunno about KO. It takes a lot to move an elephant. They are entering the beer-seltzer biz though I think. That's the hottest product going right now in the brew-space. And they are GOOD!!!
Too good. Light, refreshing, and man do they have a kick.
I had never tried one till I heard Joe Kernan going on and on about them.
He was right. I don't think I'll ever drink a regular beer again.

Anyway, here's the G4G current holdings with the entry prices.
I have an off the radar tech to add too. Remaining mum for now on that one.

CGC $19
SJM $114
BERY $49
LUV $40.75

Its actually holding up well today.
 
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Ok I know you are going to say this is the worst corporate video ever but to make one this awful might there be a certain Bill Gates in your garage magic somewhere... hopefully. This does remind one of Silicon Valley the tv show.-

 
I have an off the radar tech to add too. Remaining mum for now on that one.

... the off the radar part threw me because I thought the answer was SONY! Ahead of the new console release SONY is a buy. It's up today!
 
Van what is your take on the market--

It's do or die time on Corsair... Can we buy just before the election... Am I being too risky....

CORSAIR (AGAIN) IS THE GUMMY OF THE DAY!!!!

Corsair Gaming +5% as D.A. Davidson becomes latest bull on esports demand
Oct. 27, 2020 8:33 AM ETCorsair Gaming, Inc. (CRSR)



    • Calling the company well-positioned to benefit from the pandemic-driven esports demand, D.A. Davidson starts Corsair Gaming(NASDAQ:CRSR)coverage with a Buy rating and $33 price target.
    • Analyst Tom Forte expects Corsair to bolster its hardware products with more services efforts, including coaching and training.<---- BIG $'S TRAIN JR TO PLAY FORTNIGHT!
 
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