07-24-2020, 07:04 PM | #2421 | ||
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They are both severely undervalued right now based on projected future earnings, that's IF they can hold on until we have a vaccine or viable treatment. A lot of uncertainty right now in commercial real estate and bars, which both of these are in, so I do understand the risks associated with them, but just searching for some good opportunities. Thanks! |
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07-24-2020, 08:09 PM | #2422 |
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Here’s my take on PLAY. Social distancing and germaphobia will eat into their profits.
They’re probably considered anchor tenants due to their sq ft and they also need quite a few direct labor expense to run the store chasing people down, wiping machines, etc. Also their venue space will be under utilized due to group restrictions and also company retreats being severely reduced. IF they have enough cash on hand to weather the storm ($20MM), they may get back to some semblance of normal but I don’t see it happening. I’d imagine they’re going to go under bankruptcy protection in the near future like Chuck E Cheese did. |
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07-24-2020, 08:30 PM | #2423 | |
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All else being equal, they can survive for 11.2 months from Q1, which was 3 months ago, so assume 8.2 months from today. Yea, doesn't sound good, lol. |
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07-24-2020, 08:48 PM | #2424 |
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^ indoor bar with games... i think xspa is safer lmao
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07-25-2020, 12:01 PM | #2425 | |
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07-26-2020, 08:22 AM | #2427 |
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This is why I cannot find any logic in buying stocks these days...and it drives me nuts!!!!!
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07-27-2020, 07:47 AM | #2428 |
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Big decision on Comcast. Need to sell some off this week, but the debate is sell Pre results or hang on and see how they perform.
Anyone got insight or thoughts on Comcast stock? |
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07-27-2020, 09:46 AM | #2429 | |
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I don’t know if they’ve been able to penetrate the mobile market share either. I think they’re going to swing up before ER and then drop. Looking at their 1 and 2 year performance I don’t see it climbing above historical highs at the moment so maybe not much headroom for profits. |
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07-27-2020, 11:52 AM | #2430 |
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NBC did launch their Peacock streaming service about a month ago, so maybe some millennial Robin Hood folks will bite on that to buy Comcast.
On the subject of DLPN, it is sitting at $0.89 again as I type this. I need to take a look at the history, to see if it cyclically porpoises in a predictable manner before maybe jumping on for another ride of the wave.....
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07-27-2020, 11:55 AM | #2431 | |
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07-27-2020, 12:58 PM | #2432 |
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07-27-2020, 09:38 PM | #2433 | |
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07-30-2020, 07:54 AM | #2437 |
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I'm still big on Netlist (NLST) especially with this anti-trust stuff going down right now. Google/Inphi were already found guilty of stealing their IP and selling it as their own and as we speak they're being reprimanded for being too big and stealing from the little guy.
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07-30-2020, 07:56 AM | #2438 |
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I did, using the profits now to buy all my dream upgrades for my car haha, and redoing my parking pad to make a car port. Fucking tendies. I wish more people would have bought into AMD when i said in 2016. Some of us threw down @ $2.54 and now its $80. Still major room to grow as intel has shit the bed and 3rd partied their chips.
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07-30-2020, 08:05 AM | #2439 |
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07-30-2020, 08:11 AM | #2440 | |
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At least when RMTT was on here I felt he was somewhat trustworthy as a fellow BMW enthusiast.
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07-30-2020, 08:16 AM | #2441 |
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Stocktwits is a dumpster fire. Is literally a combination of seasoned pumpers and broke millennials playing around with a few grand on Robin Hood.
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07-30-2020, 08:45 AM | #2442 |
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