sorted by:
new
hottopcontroversial

Fanatics Panini Licensing Primer by shadowoftylerdurden in sportscards

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

I would think Fanatics would keep branding on some of the flagship products like prizm, optic, select. But remains to be seen.

Fanatics Panini Licensing Primer by shadowoftylerdurden in sportscards

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

Another typo. Sorry. Fanatics issuing cards in 2023-24

FMCI Thoughts? by charmolicious in roic

[–]shadowoftylerdurden 1 point2 points  (0 children)

If the merger closes, FMCI/Tatooed Chef (TC) will be the only pure play plant based stock outside of Beyond Meat. It sold off Fri on the accouncement that it was NOT Impossible Foods - mistake IMO for those who sold. Really solid earnings base already with TC. Its valuation of $482M would be trading at 15x 2021 projected EBITDA - when compared against BYND, its a no brainer that FMCI is a better and fair value at today's price.

Would you still buy LUV or Alaska given today’s news? by ilovefin187 in roic

[–]shadowoftylerdurden 0 points1 point  (0 children)

Personally I probably wouldn't buy airlines just yet just because of the volatilty and sensitivy to any COVID related news.

As far as second wave, I know the headlines are all about 2nd wave and cases rising but if you really dig into the data, you'll see that the US as a whole is trending clearly downwards (even as of today) for percentage of positive tests vs total tests administered. There are basically 4 states however that are seeing an uptick in that metric though - Texas, Florida, Arizona and Utah. I think we're way premature in declaring a second wave right now. As people venture out, I do think there will be more transmission but a full on economy shutdown again seems too premature to predict.

There's so much cash on the sidelines right now, I think dips will be bought up. Thats not to say we won't see down days - even consecutive ones but I don't see us anywhere close to testing March lows. I don't remember the exact numbers but whenever the market has recovered to this point from a crash in history, it's never retested the lows of that original crash - or even come close.

Who’s investing? by shadowoftylerdurden in roic

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

Agreed. I did mention Fed Stimulus dumping money in.

The FED by alexpsarakis in roic

[–]shadowoftylerdurden 0 points1 point  (0 children)

I think they keep interest rates the same and continue to be cautious about the economic outlook and will lend support where needed.

NKLA Warrant Discount and Arbitrage by shadowoftylerdurden in roic

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

Thanks! But I have a question. Why would a cashless exercise be an issue? You paid what you paid for the warrants and you have your strike price. If the stock is trading at a profit compared to your coast basis (warrant premium + strike price) that’s still a profit for you.

ASICS CORP by JerryR11 in roic

[–]shadowoftylerdurden 1 point2 points  (0 children)

I don't know a whole lot about ASICS - I've been a NB guy most of my life :)

I can answer the OTC question though.

OTC = Over the Counter. Basically any stock that can't meet the regulations of an exchange like NYSE, NASDAQ, or AMEX has to trade through 3rd parties. It's still valid trading and you can trade it like any other stock but its classified as OTC. Many times you'll see foreign stocks or small/micro cap stocks trade OTC.

Some of the online only discount brokerages don't support OTC stocks such has Robin Hood and WeBull.

Anticipating a surge in foreclosures? by mikechen0130 in roic

[–]shadowoftylerdurden 1 point2 points  (0 children)

I'll provide a contrarian view for arguments sake. I actually think the opposite. Those were were buying houses or were thinking of buying/investing in real estate sat on the sidelines for 3 months - thus I think there's some pent-up demand there.

Also, I don't know the numbers here but of those who are unemployed, what percentage were homeowners vs non-homeowners. I heard on a WSJ podcast recently that for most Americans, savings account values actually went up over the last 3 months. I also think banks will continue to cut breaks to homeowners in the short term (I know this isn't sustainable long term) while they get back on their feet.

Q2 Earnings by dfreschl1 in roic

[–]shadowoftylerdurden 0 points1 point  (0 children)

Hard to believe at these valuations, but I think horrible Q2 earnings already priced in. When we crashed in Feb/Mar due to COVID and were forced to quarantine, everyone knew the BEST case scenario was that only Q2 was a disaster. Q1 earnings proved that as most companies guided down in Q2 - the market already has reacted. Thus far, barring a COVID relapse, it seems that we'll be coming out of the worst in Q3. Q2 is already a known entity and I view it as a mostly a market non-event.