Talking Stocks 2.0

[beshannon]

Originally Posted by avidflyer

Futures up over 400....see what holds into the close

Too early in the week, front running the options would be my guess, someone is going to lose some money.

I bought last week on the dip and am holding, if we get a larger move uip I would be inclined to take some profits.

[beshannon]

Election Day, Dow Futures, PayPal, Carnival - 5 Things You Must Know Tuesday

https://www.thestreet.com/markets/5-...tuesday-110320

PYPL might be an opportunity for some as this selloff is due to guidance. I am long PYPL and may average down

Not sure who these analysts are, take what you will from the chart

[JParm]

Sitting, watching on election day. No selling / buying from me today.

[glenn_herwig]

Going long into Election Day... APHA, TMF (20 + year treasuries 3x leveraged) SPXU (as a hedge), YCL (Japanese Yen 2x leveraged).

I still remain long SPY.

[JParm]

Light volume today but still loving the upward movement going into today's election.

[huncho]

wonder what happened to all the panic last week

[logo]

Originally Posted by jpeezy14@hotmail.com

Light volume today but still loving the upward movement going into today's election.

I don’t trust it lol. But who knows in today’s world.

[JParm]

Originally Posted by logo

I don’t trust it lol. But who knows in today’s world.

Haha - not sure that I do either, but one can dream!

[supernova]

Looks like stock market is pricing in a big stimulus package incoming after the election

[beshannon]

Originally Posted by huncho

wonder what happened to all the panic last week

What panic? That was a very orderly selloff

Originally Posted by supernova

Looks like stock market is pricing in a big stimulus package incoming after the election

I disagree. I believe the market is pricing in the removal of uncertainty in the near futire

[huncho]

Originally Posted by beshannon

What panic? That was a very orderly selloff



I disagree. I believe the market is pricing in the removal of uncertainty in the near futire

huge swing back and forth for seemingly little reason as election results aren't in and covid is still covid

[HippoPAPAmus]

Wow -

China halts Ant Group's giant IPO after dust up with billionaire Jack Ma.

https://www.google.com/amp/s/amp.cnn...-ma/index.html


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[supernova]

Originally Posted by beshannon

I disagree. I believe the market is pricing in the removal of uncertainty in the near futire

Well that of course too but that uncertainty removed means certainty for massive impending stimulus which is what lifts stocks


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[Xelorpepsi]

Originally Posted by HippoPAPAmus

Wow -

China halts Ant Group's giant IPO after dust up with billionaire Jack Ma.

https://www.google.com/amp/s/amp.cnn...-ma/index.html


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Did not follow that one very closely, but my understanding is that it is related to the use of joint loans and circumvention of the regulatory framework. If that's the case, the regulator simply played their role.

[Etschell]

one thing ive learned about the market they can always create a way to squeeze more value.

a pretty good example is p/e. because there are more tech companies in the blend of major indices the historical benchmarks of over valued don't apply.

[beshannon]

Given the massive uncertainty I am not trusting the Futures up +44 on the S&P

I am looking to take profits this morning

[JParm]

Originally Posted by beshannon

Given the massive uncertainty I am not trusting the Futures up +44 on the S&P

I am looking to take profits this morning

Not a bad idea...things are insane everywhere you look.

Did we expect anything less? 2020...

[JWD531]

Originally Posted by jpeezy14@hotmail.com

Not a bad idea...things are insane everywhere you look.

Did we expect anything less? 2020...

No we did not...


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[beshannon]

Futures still gaining strength, really this is very unsettling

I may have to just turn off all media and web today

[Romeojk]

Originally Posted by beshannon

Futures still gaining strength, really this is very unsettling

I may have to just turn off all media and web today

Yes, I think that’s a good idea.

Let me share some wisdom I gathered kicking around here and there. If you’re focused on the long term and you think the stock will be up in 12-18 months, then stay the course and don’t worry about the day to day. And you can thank not me but a couple of smart guys I’ve been quietly listening and learning from and want to thank immensely named Brian and jpeezy.

Have a good day and thanks again .

[m j b]

Originally Posted by beshannon

I may have to just turn off all media and web today

This is my preliminary plan for the next four years, regardless of the outcome.

[JParm]

Originally Posted by Romeojk

Yes, I think that’s a good idea.

Let me share some wisdom I gathered kicking around here and there. If you’re focused on the long term and you think the stock will be up in 12-18 months, then stay the course and don’t worry about the day to day. And you can thank not me but a couple of smart guys I’ve been quietly listening and learning from and want to thank immensely named Brian and jpeezy.

Have a good day and thanks again .

https://www.barrons.com/articles/hil...?mod=hp_LATEST

For those looking at cyclicals and the return-to-normal trade - I think Hilton's earnings gives a good snapshot of where things stand and where we're going.

I'm still not touching airlines / cruise lines, as I think those will take years to return, but I do have some LEAPS in MAR and WYNN as a way to gently ease back into some of the industries that I think are returning quicker than anticipated.

While there isn't an influx of people traveling by air, we are seeing many more venture out to eat and travel domestically by car. Tech still holds the lion's share of my positioning, but the long-term calls are in things like this.

[JParm]

Blown away by the market move right now - especially without a clear winner that probably won't get solved for a couple days.

AMWL +11%
DOCU +9.5%
CRM +6%
FB +8%
etc. etc.

How does this make any sense...

[logo]

Having a hard time interpreting the market as well. Now deciding whether to sell down some positions for profits, or if the market is in continued buy mode for a particular outcome that Wall Street is projecting. Certainly not expected.

[trippinjimmy]

I would venture to guess that today’s action is due to a non blue wave. Looking like republicans will control the senate, making any agendas difficult to pass. The market historically fares better when one party doesn’t hold all the power.


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[JParm]

Originally Posted by trippinjimmy

I would venture to guess that today’s action is due to a non blue wave. Looking like republicans will control the senate, making any agendas difficult to pass. The market historically fares better when one party doesn’t hold all the power.


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On the nose.

https://www.barrons.com/articles/whe...?mod=hp_LATEST

Expectations on Wall Street appear to be coalescing around a Biden presidency, a Republican Senate, and a Democratic House of Representatives, the sort of gridlock-inducing result that is generally good for stocks.

[scarlet knight]

Regional banks getting killed today. Wonder why?

[AshCashEmAll]

Averaged down today to have cash ready. Volatility is ahead.


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[JParm]

https://www.barrons.com/articles/the...?mod=hp_LATEST

What Wall Street is saying about today's gains.

[JParm]

https://www.marketwatch.com/story/al...ps-11604578220

BABA beats but still dips - With the way the elections are going, now might be the time to get back into this stock for me.

Drown out all the election / China rhetoric, and what you have is still an "AMZN of China". I'm long SE and MELI, so adding another emerging market and diversifying away from the US looks attractive here.