北美实时股市股票

[dukett]

这也说明tech frenzy根本没有结束

 

[vickyzyd]

这也说明tech frenzy根本没有结束

我也这么觉得，但是还是要看市场的反应，接下来的这个星期非常关键

 

[观雨]

Preliminary analysis on the four most shorted stocks so far:

VIAC,
EV/EBITDA good, Cash flow stunning, NPV good (Fair value $59)
EPS future look good after Sep. 2020.
Conclusion: Very promising. Need further exploring Q3 EPS, current info a little confusing. Earning call on Nov. 14 will be interesting. Short %16. Short ratio 9.09.

MAC,
EV/EBITDA good, Cash flow good, P/B=0.47 good. NPV incrediblly good (Fair value $48)
EPS outlook will remain negative until 2025. No sign of improvement.
Conclusion: OUT.

BBBY
EV/EBITDA negative. Cash flow negative. NPV good (Fair value $25)
EPS outlook will remain negative until mid 2022 but trending up.
Conclusion: OUT. Worth checking back next year.

WU
EV/EBITDA good, Cash flow weak, NPV good (Fair value $33)
EPS future look good. EPS bottomed in June and is trending up.
Conclusion: Good. But short %16 not very significant. Short ratio 8.45. Next earning call around Oct. 29.

I'm having a second thought on MAC. I think it is a pretty interesting one. They are the landlords of stores of Apple, Tesla, Lulutemon, etc. The leveraging seems to be the biggest risk/concerns. The key question is "Will it survive?"

Macerich Earnings: Weak Q2 Results but a Brighter Future | The Motley Fool

The REIT was hit hard by mall closures last quarter, but rent collections have improved dramatically in recent months and the long-term demand outlook for space in top-tier malls remains solid.

www.fool.com

The 5 Best Small-Cap Dividend Stocks for 2025 | The Motley Fool

Small-cap stocks that pay dividends can offer huge opportunities to investors. Find out which stocks have growth potential and relative stability.

www.fool.com

 

[dukett]

The stock market is a voting machine 这句话是谁说的来着？如果mac的股价相当于市场已经判了它死刑(I.e.市场预期它会倒闭),那么建个小仓拿在手里也是个不坏的选择啊

 

[van_gate]

蒙特利尔的在线付费公司nuvei刚刚ipo了，从我收到td邮件到我打开电脑等进我的银行账户一共五分钟，登进去以后发现已经卖完了

不应该吧，现在还是ipo申购阶段，没有卖完一说吧。

 

[dukett]

可能是分给td的份额卖完了

 

[vickyzyd]

非常有道理

 

[TTCAN]

short ratio 这个理论似乎好像解释不了Gogo 一个星期涨了3倍。M的short of Float 长期领先。
倒是发现了WVE 似乎短线有机会。关注了。

下周一会暴涨吗？拭目。

 

[vickyzyd]

sell out Oct 16@8 at 1.21$, 如果oct 16收在8以下，就以8-1.21=6.79$的价格买入股票，如果收在8之上收入premium 1.21$

 

[dukett]

哪只股票啊这是 premium很丰厚的样子

 

[vickyzyd]

哪只股票啊这是 premium很丰厚的样子

就是jumia

 

[dukett]

这个冬天会不会有更多的人选择户外活动？也许犀牛最爱的大鹅会因此受益？

 

[犀牛]

现在手里只有 OXY/SU/BAC/WFC，

其他的，见异思迁，都清仓了，
JD/GOOS/KR/KHC/LVS，
有赚的有亏的有不赚不亏的，
3月份清了9成多，后来就完全清了，

9月份，趁回调，偷吃了一些，
主要是潜水，向大家学习，

 

[TTCAN]

short ratio 这个理论似乎好像解释不了Gogo 一个星期涨了3倍。M的short of Float 长期领先。
倒是发现了WVE 似乎短线有机会。关注了。

下周一会暴涨吗？拭目。

都说会卖才算高手，我该出了吗？找一个好股太难了。谢谢观于的信息分享才关注到这个破股。

 

[vickyzyd]

现在手里只有 OXY/SU/BAC/WFC，

其他的，见异思迁，都清仓了，
JD/GOOS/KR/KHC/LVS，
有赚的有亏的有不赚不亏的，
3月份清了9成多，后来就完全清了，

9月份，趁回调，偷吃了一些，
主要是潜水，向大家学习，

我也差不多，回调之前都清了，上个星期陆续进了一些，lac（9.6$), ac(17.85$), 这个星期卖了jmia的put(1.21$). lac 涨的还不错，蹭tesla的热度

 

[vickyzyd]

今天早上出了lac(12.10), 等待时机再入，srne又飞了，不过我没买这次，哈哈

 

[vickyzyd]

建仓food.to 6.80$, 标准的波段上升起点，同志们，满仓干吧

 

[vickyzyd]

td, M, 想买的话，是入点， air canada不要卖早了，这次会走远一点

 

[观雨]

Consumer sentiment seems to have bottomed in August. People will likely start shopping. I mean real shopping, not just groceries.

 

[vickyzyd]

Consumer sentiment seems to have bottomed in August. People will likely starting shopping. I mean real shopping, not just groceries.

I agree, usually for this kind of conclusion, I always look at myself first, do I go shopping more often than usual?
so you think M is going up, right? and all the online shoppings