Stocks that will shine....

[vanzandt]

Great call. I should have bought.

Next time I won't ignore your advice.

No shortage of customers at Dollar General either btw. Corona's the best thing that ever happened to them.
Its actually nipping at an all time high today, which it set 4/16. Earnings are 5/28. I don't know how much more upside they have left. They're getting pretty pricey for a retail operation... not to mention I personally thought they were opening too many stores too fast before this Corona thing. $DLTR, (Family Dollar Stores and Dollar Tree stores), while in a hurt locker as a stock due to their merger, still provide stiff competition on basically an identical model. I'd be tempted to call DG a good short here... but one thing I learned long ago... never short a stock making all time highs.

Cheap f's.... every other store has set up point of sale plastic shields for their employees and given them masks and gloves... not DG. Where they based out of(?)... go figure huh.

 

[vanzandt]

did you jump in on wayfair?

No, I haven't looked at that one. Is it good?
Where's Overstock btw, haven't looked at it in awhile either.
(Just looked) $11.... ahhh... it might be ok.
I wish I would have seen Restoration Hardware at $250 a few months back.
So many stocks, so little time eh?

end of 2020 Airlines & Cruise lines, a minimum double from last week Friday close prices

AAL or DAL

CCL or NCLH

I don't know about airlines and cruise-ships.... why chase lousy sectors hoping for a lottery ticket?
This Corona stuff is here to stay, these sectors have a long haul ahead of them unfortunately.

 

[never2old]

So many stocks, so little time eh?

hindsight is 20/20, live & learn from this one as what happened back in recent times 1987, 2000, 2012, 2016, December 2018 ... likely good stocks will recover, all it takes is time & money.

the index is living proof ... long haul, steady as she goes.

all I need is another 30 years

 

[ElCubano]

I held off on posting this.... I wanted to make sure I wasn't wrong.
Pretty sure I wasn't so here ya go....
Lowes is down 30%
It had been lower.
I say go ahead and buy it at $82. In a big way.
HD has already bounced a little.
(Buy $LOW, sell high?). Right.

For real though... buy this thing hand over foot and don't look at it for a year.
If it drops, buy more and give it 2 years.

I didn't post it because I wanted to make sure what I saw wasn't a one-off event. It wasn't. Confirmed it yesterday AND today. Made 2 calls to friends in flyover states.... yep, busy there too. I guess home improvement is an essential business. And prices are off the charts. They make more damn money selling ton's of sub-$10 crap than they do selling a $2000 riding lawnmower. But whatever, that's always been the model.... that said.... they are packed. As are the HD's.... but Lowes has room to bounce nicely near term as a trade and long term as an investment. HD on a fundy basis is a tad more pricey. It has a bigger divy though. 3.6 vs 2.7

So whatever.... Buy either or ($82/$178). I like Lowes though for this weeks trade. And long term if one assumes America will be fine, pretty sure at this level when it bounces with the markets... long term, it'll outperform the indexes as an investment.

I like it as a trade this week though. I was soooo hoping the futures would be red tonight. Grab this pig at $78ish. Oh well. All's well I guess. Corona's on the run.

my 2 close HD have been pretty steady. Curbside pick up is a Hit.

 

[vanzandt]

I held off on posting this.... I wanted to make sure I wasn't wrong.
Pretty sure I wasn't so here ya go....
Lowes is down 30%
It had been lower.
I say go ahead and buy it at $82. In a big way.
HD has already bounced a little.
(Buy $LOW, sell high?). Right.

For real though... buy this thing hand over foot and don't look at it for a year.
If it drops, buy more and give it 2 years.

I didn't post it because I wanted to make sure what I saw wasn't a one-off event. It wasn't. Confirmed it yesterday AND today. Made 2 calls to friends in flyover states.... yep, busy there too. I guess home improvement is an essential business. And prices are off the charts. They make more damn money selling ton's of sub-$10 crap than they do selling a $2000 riding lawnmower. But whatever, that's always been the model.... that said.... they are packed. As are the HD's.... but Lowes has room to bounce nicely near term as a trade and long term as an investment. HD on a fundy basis is a tad more pricey. It has a bigger divy though. 3.6 vs 2.7

So whatever.... Buy either or ($82/$178). I like Lowes though for this weeks trade. And long term if one assumes America will be fine, pretty sure at this level when it bounces with the markets... long term, it'll outperform the indexes as an investment.

I like it as a trade this week though. I was soooo hoping the futures would be red tonight. Grab this pig at $78ish. Oh well. All's well I guess. Corona's on the run.

Close it at $117 prior to HD earnings.
For no good reason, other than the way the game gets played. Another crowed trade that's too obvious.

BTFD however.
$103 is a good level.
They report Wednesday, HD tommo.

They're off the charts packed with customers fwiw.
Everyday has been a "Sunday" for the last month.
Sell the news... buy the dip.
Good stocks. Lowes moreso.

 

[vanzandt]

I also like hotels, REITs, airlines, energy.

JetBlue - stock 70% off all-time high, better cost structure and debt profile than the legacy carriers, lack of exposure to EU/China international travel.

Marathon Oil MRO - enterprise value implies it's proven reserves are only worth $2.20 per barrel (located in Texas, Dakotas)....that seems awfully low to me.

Park Hotels PK - stock down 70% from price 12 months ago, incredible portfolio of irreplaceable hotel assets in high end markets like Hawaii oceanfront and downtown Chicago.

NRZ - dividend cut, stock 75% off price from 12 months ago, numerous insiders buying.

DXC - cloud/tech turnaround story, David Einhorn was a buyer at $32 six months ago, stock is currently trading 70% below his entry price.

-------------------

There certainly will be bumps along the way, but I believe an investor who bought this basket of stocks and held for 5 years would likely see a cumulative 300% return.

Have you looked at Park Hotels?
Its up nearly 50% since we spoke of it last month. That was a good one. Somewhere here I wrote about back in March when it was at $6. Of course I didn't buy any

 

[SteveM]

Have you looked at Park Hotels?
Its up nearly 50% since we spoke of it last month. That was a good one. Somewhere here I wrote about back in March when it was at $6. Of course I didn't buy any

Yep, I'm still long and strong this name.....Ackman recently bought which has helped things along.

 

[vanzandt]

As expected.

$161.51