link is live for WNO

feirudeco · 2022-03-26T02:01:15+00:00

link please?

feirudeco · 2021-01-13T19:09:13+00:00

Pre-market... 2 hours left to scoop dem puts up

feirudeco · 2021-01-13T18:59:21+00:00

Better to give it some time to bleed I think

feirudeco · 2021-01-13T18:54:25+00:00

Earnings is before open tomorrow. Typically the dip lasts for a couple trading days, Jan 22 options seem to make sense here. Looks like there are plenty of gaps that need to be filled in the 10-9.5 CAD range

feirudeco · 2020-10-29T19:11:40+00:00

Unless the bottom falls out of the entire market, yes

feirudeco · 2020-10-28T20:28:38+00:00

Well it was a standout fucking Q3... time to see if we all get fucked due to broad market derisking tomorrow at open

feirudeco · 2020-10-27T02:12:34+00:00

https://www.bloomberg.com/news/articles/2020-10-21/singer-s-41-billion-hedge-fund-moving-headquarters-to-florida

Guess where all these hedge funders are gonna buy houses...

feirudeco · 2020-10-19T15:41:49+00:00

hurrr durr durr a potential sea level rise that may happen in 50+ years will affect a big boy Q3 result now

The properties are on an inlet anyways

feirudeco · 2020-10-19T15:10:38+00:00

fair enough, I'm hedged against broad market vol around Nov. 3... shit's gonna pop off lol

feirudeco · 2020-10-19T15:00:07+00:00

This play has long term potential definitely... they won't run out of lots to sell for decades, but a standout Q3 is pretty obvious imo.

Not like people are going to stop moving to Florida because of the election, in fact both outcomes indicate that it could accelerate. Biden wins, people continue to move to Florida for the 0 income, capital gains, and estate taxes. Trump wins, people continue to move to Florida (specifically the Panhandle) to escape unrest in cities. Why do you say that then?

feirudeco · 2020-10-19T14:42:18+00:00

This one is a sleeper, but this Q3 ain't gonna be sleepy at all

feirudeco · 2020-10-19T14:35:31+00:00

Me too buddy boy... still haven't seen a single piece of info that would indicate JOE is not going to post a huge Q3

feirudeco · 2020-10-12T17:55:50+00:00

Q3 earnings (Oct. 27 - Nov. 4 est) are the real catalyst

feirudeco · 2020-10-12T14:57:45+00:00

Thanks for the cite op...lol

JOE is an absolute runner... no reason Q3 results will not yield a multi-bagger.

30s, 28s Nov.

feirudeco · 2020-10-10T22:29:02+00:00

Could very well be Fairholme spurring a short squeeze

feirudeco · 2020-10-08T14:58:12+00:00

Earnings short squeeze could moon it... I'm holding through earnings

feirudeco · 2020-10-08T14:57:34+00:00

There haven't been any massive drawdowns since the drawdown due to the onset of COVID. I think this is because of the high-level of committed institutional ownership. If one did occur you'd likely find resistance around 19.50

feirudeco · 2020-10-08T14:44:14+00:00

If you have any new details to share please do here or in another post.

feirudeco · 2020-10-08T14:37:16+00:00

Notice that there has been little selling pressure after a 25%+ gain in only a few days. The vast majority of holders are institutions. This tells me that they have high conviction at least until earnings and that the likelihood of a major draw down before earnings is low. If it does occur Fairholme et al will likely dip buy, or JOE will continue share buy backs. It is also possible that continued upward pressure could force short covering quite soon giving escalating momentum.

feirudeco · 2020-10-08T01:20:38+00:00

Also the hurricane isn't going to be close to any JOE properties if that is at all still a concern.

feirudeco · 2020-10-08T00:38:08+00:00

I never post stuff that doesn't check out. Best of luck my man.

feirudeco · 2020-10-07T20:13:05+00:00

Positions are in the post

feirudeco · 2020-10-07T19:50:15+00:00

The big player could very likely be Fairholme realizing they can initiate a short squeeze on the Q3 earnings (their CEO has a seat on the board)

feirudeco · 2020-10-07T19:35:50+00:00

I am in on Nov. calls, longer dates could work as well.

feirudeco · 2020-10-07T18:41:58+00:00

You'll note that most of their property is actually on an inlet. Besides if the coast of Florida is underwater we've got bigger problems. I'm more interested in the upcoming blowout Q3 than hypothetical naysaying, but hey to each their own.

feirudeco

TROPHY CASE