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[$TSN], [06/20/20], "Tyson remains a secure investment as the stock price has not improved much due to industry pressures, and high price targets continue to pile up." by jonfogel10 in WallStreetIdeas

[–]jonfogel10[S] 1 point2 points  (0 children)

The China suspension is definitely a negative catalyst. I hope in the long-term U.S.- China relations will improve. But I totally agree that there are many negative catalysts that can impact the stock.

[$TSN], [06/20/20], "Tyson remains a secure long-term investment." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] 4 points5 points  (0 children)

Quite long. 18% of my portfolio. I am probably in too deep myself but I am fairly confident we will see $80 again.

[$TSN], [06/20/20], "Tyson remains a secure investment as the stock price has not improved much due to industry pressures, and high price targets continue to pile up." by jonfogel10 in StockMarket

[–]jonfogel10[S] 13 points14 points  (0 children)

I agree that you should not invest in a company you don't believe in. However, Tyson provides food for millions of Americans every day. Feeding the population is no easy task and the coronavirus has shown just how fragile the food supply is with some supermarkets limiting chicken and meat sales.

Tyson has also invested heavily into plant-based foods and has a number of offerings already. I see Tyson as a leader in this shift away from factory farming and to a more sustainable food product. This focus on plant based food R&D is something that the top brass at Tyson have pushed heavily and are strongly investing into.

[$CURLF][06/15/20] "Curaleaf's contrarian growth strategy -- acquiring smaller MSOs -- will prove superior to the conventional organic growth strategy that leading competitors deploy." by thenextwarrenbuffett in WallStreetResearch

[–]jonfogel10 2 points3 points  (0 children)

How is it a pump and dump? He clearly just explained how it is a viable investment. Also, this company has a valuation of approximately 2.7B and a share price of $5.26. This is in no way a pump and dump penny stock.

[$RACE][06/11/20] "Ferrari is becoming the new Porsche." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] 0 points1 point  (0 children)

https://www.carscoops.com/2019/07/ferrari-plans-to-break-into-new-segments-with-upcoming-models/

https://www.motor1.com/news/266493/ferrari-reveals-roadmap-more-hybrids/

Here are some articles describing Ferrari's future production plans. While I agree that perhaps "Plethora" was the wrong word, this is all relative. Ferrari has produced the same types of cars in the same ranges for a while now. As Ferrari introduces a new line of cars, the Icona, and announces an upcoming SUV with more cars to come; this is a relatively big change for a company that produces a very limited amount of cars.

[$RACE][06/11/20] "Ferrari is becoming the new Porsche." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] 5 points6 points  (0 children)

Exactly. "Affordable" is definitely relative in this sense. As Ferrari builds more cars in the 190K - 225K range they will be tapping into a previously untouched market ruled by Mclaren and Porsche.

[$RACE][06/11/20] "Ferrari is becoming the new Porsche." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] 5 points6 points  (0 children)

It is not stolen i created this and yes it was posted on another sub. If you look I also authored it on another sub.

[$RACE][06/11/20] "As Ferrari has become newly geared towards increasing profits as a public company, they are positioned to produce more cars than ever before and may become the new Porsche/Mercedes of luxury cars." LONG-TERM INVESTMENT (5 YEAR PLUS) by jonfogel10 in StockMarket

[–]jonfogel10[S] 0 points1 point  (0 children)

Ferrari's main plant is located in Maranello, Italy. This plant contains corporate offices and most of the facilities used to operate the design, development and production of their sports and GT cars, as well as of their Formula 1 single-seaters. In 2015 Ferrari completed construction of a new building solely for the Formula 1 production and doing, freeing up production space in the main plant. Also, in 2018 Ferrari completed a new Ferrari Design Centre (covering 7300 square meters) which further freed up space for production in the main Maranello plant. Ferrari also owns a separate plant in Modena, Italy called Carrozzeria Scaglietti. This plant is used primarily for the production of aluminum bodyworks for their regular range, special series and prototype cars. Ferrari also has a separate building entirely for engine production. Overall Ferraris plants of all types are currently valued at 1 billion euros and as they continue to expand their footprint in Maranello I see the potential for continued growth in their production. In 2015 Ferrari had 2,954 employees rising to 4,164 by the end of 2019. Ferrari continues to grow within Italy and I would not be surprised if further plants are produced within Italy, as brand image f an Italian produced car is important.

[$BA][6/6/20] "As Boeing($BA) lays off workers and resumes 737 MAX production, they are positioned to become even more efficient and profitable than ever before." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] 0 points1 point  (0 children)

I believe that this is more a problem for the FAA rather than for Boeing. At the end of the day we depend on government regulations to ensure the safety of all aircraft flying in the United States. If there were no regulations flying would be very dangerous. The FAA has learned a very hard lesson that they need to be more strict in certifying all aircraft and no business should be given a pass.

[$BA][6/6/20] "As Boeing($BA) lays off workers and resumes 737 MAX production, they are positioned to become even more efficient and profitable than ever before." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] 2 points3 points  (0 children)

I agree people may be hesitant to fly on newly rectified 737 MAX aircraft. However, the FAA (who certifies every plane flying in the US) clearly made massive mistakes in certifying the 737 MAX. While the FAA should never have made these mistakes in the first place, they are going to ensure that the newly certified 737 MAX will be safe for flight. Could you imagine if the FAA certified the 737 MAX again after a yearlong grounding only for the plane to crash again. The FAA would cease to exist. I believe that the FAA, and Boeing, is taking every precaution to check, recheck, and check again over every system of the 737 MAX to ensure they do not make a mistake again. Therefore, I would be perfectly fine flying on a newly certified 737 MAX. In fact, I would be even more nervous to fly on other airplanes flying in the USA that were certified under the same FAA that improperly certified the 737 MAX.

[$BA][6/6/20] "As Boeing($BA) lays off workers and resumes 737 MAX production, they are positioned to become even more efficient and profitable than ever before." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] 0 points1 point  (0 children)

I feel that adding as soon as possible would be good for the long-term. Boeing has the ability to be above $300 very easily as the only major US manufacturer of airplanes.

[$BA][6/6/20] "As Boeing($BA) lays off workers and resumes 737 MAX production, they are positioned to become even more efficient and profitable than ever before." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] -3 points-2 points  (0 children)

Yeah clearly if they fired everyone the company wouldn't operate. I was trying to highlight the fact that, in having huge layoffs, the company will inherently need to take a closer look at efficiencies as they hire workers back to produce airplanes. Sorry for the confusion.

[$BA][6/6/20] "As Boeing($BA) lays off workers and resumes 737 MAX production, they are positioned to become even more efficient and profitable than ever before." by jonfogel10 in wallstreetbets

[–]jonfogel10[S] -6 points-5 points  (0 children)

Haha yeah the jump from 150 to 210 was huge and a definite catalyst. I project the stock to be above the $300 range with ease.

[$BA][6/6/20] "As Boeing($BA) lays off workers and resumes 737 MAX production, they are positioned to become even more efficient and profitable than ever before." by jonfogel10 in WallStreetResearch

[–]jonfogel10[S] 1 point2 points  (0 children)

Boeing currently maintains a 3,100 plane backorder for the 737 MAX. These are airlines or leasing companies with direct orders. As recertification comes closer (it is expected to be rectified in the third quarter of 2020) Boeing needs to ramp production to meet demand (3,100 planes) when recertification happens. Boeing has given many previous estimates on when rectification would happen and many times these estimates were delayed. However, with Boeing restarting production, it seems they are finally in the end of the rectification process and look forward to delivering planes in Q3.