Short Ideas "if" Corona Virus Hits Our Shores In a Big Way

[vanzandt]

Yeah, I am thinking low to mid 180s on IHF. I'm going to start on Monday if the liquidity is there.

I am shorting UNH on Monday. 301.43 close on Friday.

I think that might be a good trade. Its an obvious trade though, so when that happens they oftentimes head up before they start down, it depends on what the current short interest is. Can't let the shorts have an easy trade. Its on the Dow 30 though too, that always muddies the water a bit. But if its gonna go down, it'll go down regardless. There might be a better one with a higher beta though in that list of components in IHF not so much on the radar. I'll work on that.

 

[PoopyDeek]

I'll add if I'm right.

 

[Cuddles]

Short healthcare. Short major insurers. Feel the Bern.

The premise was built on assuming the disease would spread and healthcare would remain private, two things OP has assured us of in other threads.

 

[KCalhoun]

I'm back in inverses SQQQ UVXY etc, here's my main current positions:

 

[vanzandt]

And your arrows suck. The "Dems sweep election" occurred two weeks prior to that peak.

Here, I fixed the arrows for ya since I know you demand precision lol... I added a few too.
There's definitely a strong correlation.

 

[PoopyDeek]

Here, I fixed the arrows for ya since I know you demand precision lol... I added a few too.
There's definitely a strong correlation.

View attachment 220127

mkt was already in recovery mode.

 

[easymon1]

https://www.pharmaceutical-technolo...outbreak-latest-information-news-and-updates/

 

[murray t turtle]

Wow...short ideas? Really. Stop stop....there are absolutely no short ideas!!!! Why? Because this is a non event. If this virus was as worrisome as most think the markets would be down thousands of points now. Markers would probably be closed due to the extreme selling, the fed would have cut rates below 1% by now with QE. The market has entirely ignored the coronavirus and will continue to do so and not only that but the day they announce a slow down in the contagion and find a cure markets will rally 3-5% in a week. Dow will surge pass 30,000. There are no short ideas ............

%%
Good points;
but most airlines are an accident/downtrend waiting to happen. LUV maybe an exception,[better run than most] even though its below 50dma..............................................

 

[vanzandt]

I don't think it will, but its good to have a shopping list.

Need to find the high PE flyers that generate their revenue mainly from a model that depends on lots of people in close quarters.
Obviously some of the fast food places. We'll put CMG at the top of that list.

Retail.... ah... they're all beat down anyway. Nothing to see there.

Airlines... always a good bet. Gotta look into that.

Ok I got one for ya'll that's off the radar somewhat and its way overpriced.

Planet Fitness. ($PLNT)

Now mind you, earnings are on 2/25 after the bell.
The chart continues breaking out north and its pretty much 100% institutional ownership. The thing looks like its gonna continue up. It keeps hitting new highs. Short interest is very low, so I could see it continuing up.

Shorting it right now would be a very bad move. My prediction is it will continue up to where its so overpriced that the financial press will pick up on it and start the game rolling. Then the shorts will start piling on... and it will go even higher. And higher. But.... that's without the Corona Virus. If that hits our shores in a big way, this thing will easily drop below its 200 day which is about $72 right now. The stock is at $85.

Down 6% on that report.
It'll spike out of the gate tomorrow and then go higher. Maybe. Depends on how bad of a cluster-f the debate goes tonight... thats the whole tide thing. Always respect the tide.

So like I said, let this one run. But it will break its 200 day soon enough. That would be a move south.
Its overpriced af. Don't believe what you read. The experts are idiots.

 

[RRY16]

Is VZ really David Goodboy aka MarketSurfer?