Blazin
Creative Title
- 6,430
- 33,748
VZ is another stock that just can't break new ground, but the still provide ballast and are easy to endlessly flip calls.
Investing General Discussion
- Thread starter Furious
- Start date
VZ is another stock that just can't break new ground, but the still provide ballast and are easy to endlessly flip calls.
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
Im starting to like HD at about $260 but not sure it will reach there. I might have to bite the bullet and reach up a few dollars on it.
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
I threw some dice on CCIV. Its a $2+ billion SPAC. Current trading at $10 so its ultra low risk. They lowballed ATT to buy dying Directv. Current Directv has EBITDA of 4.5 billion and its expected to shrink to 3 Billion by 2023. Thats bad. But... CCIV is rumored to have lowballed ATT with a 3.5 billion offer (cash and debt assumption) for a 49% stake. That is like 1.5x current EBITDA. T has no real alternatives but to take the deal and write off the shitty purchase it made. It needs to dump debt. 99% chance I don't keep this SPAC past the merge, but for $10 a share, i am betting I can get 20-30% off the merger announcement pop.
- 1
Fogel
Mr. Poopybutthole
- 12,294
- 46,996
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
The enticing part is even though Directv is dying, getting it for 1 to 1.5x EBITDA is a solid buy for the next few years. they just need to stabilize it. And T owning 51% gives them an incentive to support it and provide HBO Max at a healthy discount from T to Directv.
- 1
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
He should declare a 4:1 split and watch it rocket to 3k again.
- 2
LachiusTZ
Rogue Deathwalker Box
- 14,472
- 27,162
Blazin
Creative Title
- 6,430
- 33,748
He needs to dilute the shares as much as the market will tolerate. Flow the money from investors to the company instead of just into shareholders. Tesla should never need capital again, he has 10 more giga factories he wants to build then let investors hand you the operating cash you need for the next 7yrs.
- 4
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
In 2020 that was an indicator for a parabolic move upwards. Lets see if 2021 gets its act together.
- 1
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
Largest borrow rate increases among liquid names (TheFlyOnTheWall)
THE FLY 8:45 AM ET 1/8/2021
Symbol Last Price Change
WISH 20.93up 0 (0%)
ROOT 18.4up 0 (0%)
LAZR 32.13up 0 (0%)
PLTR 25up 0 (0%)
VXRT 6.73up 0 (0%)
NMTR 1.42up 0 (0%)
QUOTES AS OF 04:00:00 PM ET 01/07/2021
Latest data shows the largest indicative borrow rate increases among liquid option names include: (BTWN) 14.63% +3.52, ContextLogic(WISH) 18.46% +2.00, Root Inc(ROOT) 6.86% +1.66, Luminar Technologies(LAZR) 57.85% +1.21, iBio (IBIO) 21.37% +1.00, Palantir Technologies(PLTR) 10.28% +0.80, Vaxart(VXRT) 39.15% +0.36, 9 Meters Biopharma(NMTR) 28.67% +0.35, Neptune Technologies (NEPT) 31.67% +0.34, and (POWW) 20.97% +0.22.
THE FLY 8:45 AM ET 1/8/2021
Symbol Last Price Change
WISH 20.93up 0 (0%)
ROOT 18.4up 0 (0%)
LAZR 32.13up 0 (0%)
PLTR 25up 0 (0%)
VXRT 6.73up 0 (0%)
NMTR 1.42up 0 (0%)
QUOTES AS OF 04:00:00 PM ET 01/07/2021
Latest data shows the largest indicative borrow rate increases among liquid option names include: (BTWN) 14.63% +3.52, ContextLogic(WISH) 18.46% +2.00, Root Inc(ROOT) 6.86% +1.66, Luminar Technologies(LAZR) 57.85% +1.21, iBio (IBIO) 21.37% +1.00, Palantir Technologies(PLTR) 10.28% +0.80, Vaxart(VXRT) 39.15% +0.36, 9 Meters Biopharma(NMTR) 28.67% +0.35, Neptune Technologies (NEPT) 31.67% +0.34, and (POWW) 20.97% +0.22.
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
Anyone have any thoughts on HD? Revenue growth is generally flatlining but except for LOW I dont see it having any real competition in the space. 18b in EBITDA, LTD to EBITDA under 2 and free cash flows in the 11b range.
Blazin
Creative Title
- 6,430
- 33,748
I only don't own it because I own LOW and don't want to be too heavy into the same area. However if it dropped sufficiently I would probably pick it up despite that. In a diversified portfolio I think one of them should be held unless you already have homebuilders in your portfolio.
Sanrith Descartes
Von Clippowicz
- 41,569
- 107,662
One of my goals for 2021 is to fill in some gaps in my portfolio sector-wise. Its sitting at this huge clusterfuck convergence of technicals. In an ideal world I get it down near $256 at the 200 DMA but I don't now with increased stimulus likely that it falls down there and I end up missing out on an entry point.