Individual stock tip

[nephron]

I wouldn't risk boeing right now. The news articles that I am reading are saying the company may fold unless they get government assistance. Since 2008, I don't think that the public or the Republicans who railed against it are going to allow some corporate assistance package pass under their name. If they go bankrupt, the creditors and employees may get something but the shareholders are usually wiped out. I also question the companies fundamentals given their mismanagement of that 737 max business. The US may not like it, but there are other non-US companies out there that can build planes.

[fatlittlepig]

I’m picking up some BA also. It’s too tempting to pass up.

[fatlittlepig]

Curious to your thoughts for a single cruise line but a airline ETF? I agree cruising and air travel are going to bounce back but I do not know which companies.

Also I imagine CCL might slash dividends if this keeps up. I would guess that would hurt it's value quite a bit.

Im more confident in airlines bouncing back eventually but I’m assuming cruise industry will bounce back eventually.

[Lordosis]

I’m accumulating shares in CCL (carnival) and JETS. Five years from now you have to imagine these would have rebounded but who knows.

Curious to your thoughts for a single cruise line but a airline ETF? I agree cruising and air travel are going to bounce back but I do not know which companies.

Also I imagine CCL might slash dividends if this keeps up. I would guess that would hurt it's value quite a bit.

[Jack_Sparrow]

TDOC - telemedicine has a lot of promise and good outlook.

AMD - good product with a lot of market share it can capture.

BA -Boeing down 70% is a bit much for one of two airline makers in the world with 4 years of back log orders...

REITs right now are being hammered as well. Good to buy a few of those if your looking to get high dividends.

[fatlittlepig]

I’m accumulating shares in CCL (carnival) and JETS. Five years from now you have to imagine these would have rebounded but who knows.

[pulmccMD]

ARKK has alot of different holdings-from Tesla to biotech companies.
Anyway, just some $$ to see if will hit big one day.
Maybe, maybe not.

[Max Power]

Something I have been looking at is ARKK ETF--technology ETF run by ARK investments. Largest holding is Tesla--started buying some shares a few days ago. This is of course a small position but suspect may be profitable in a few years. Just an idea.
BTW-good luck, and lots of thoughts and prayers to those directly taking care of the COVID patients. I have, and it's been somewhat stressful the past few days.

The reason a lot of individual stock buyers buy them that way is to avoid fees (and to not get sandbagged by other underperforming holdings in the index/sector/etc fund). TSLA (and/or the other major holdings in that ARKK) carry no fees when you buy the stocks (no trade fees now at most brokers, no ongoing expense ratio. The tech ETF hits you for nearly 1% annually with its expense ratio 0.75.

...I agree TSLA will survive and come out on the other side, though... even if they flounder, govt will cont to prop them up. As for other tech, we shall see. Most have minimal upkeep in terms of physical stuff, but they have many high paid programmers and designers who they can only pay to work from home for so long if they aren't selling much of their goods. GOOG and FB will be fine from selling ads, but some of the physical tech places selling home gadgets or vehicles or fancy phones or hardware or other luxury stuffs will hit snags if shutdowns and bad economy are prolonged.

[pulmccMD]

Something I have been looking at is ARKK ETF--technology ETF run by ARK investments. Largest holding is Tesla--started buying some shares a few days ago. This is of course a small position but suspect may be profitable in a few years. Just an idea.
BTW-good luck, and lots of thoughts and prayers to those directly taking care of the COVID patients. I have, and it's been somewhat stressful the past few days.

[Max Power]

I don't know. A lot of people cannot get over the loss of shamu. Which is funny because the sea lion show was always much better.

Really though they are one activist away from going to zero.

Yes, SEAS has a very legit shot of going bankrupt or heavily in debt to stay alive. Like nephro mentioned, they have been on shaky ground even a year ago... they are not a good credit risk. The PETA stuff and low attendance was hurting them for years, and it will be a big hit for all parks and discretionary entertain/vaca companies to be closed for part or all of 2020. The weak ones might go belly up. It is a real dice roll for Sea World... not impossible, but probably many safer options? Remember that their real estate and stuff goes to bond holders... stocks get nothing if they declare. RCL and some airlines are interesting but also very sketchy... divi cancel (or at least machete slice?) will probably be announced for many of them very soon.

...SIX and FUN are solid and profitable dividend companies that have lost over half their value yet have very minimal upkeep if they stay closed (no pilots, medical, captains, etc to pay... no expensive insurance suits on the horizon for corona spread, etc). The coaster parks only have a few key admins and biz ppl, mechanics and engineers (very minimal losses in quarters they are closed), they will be able to borrow at low rates if they needed to (doubt it), and they won't miss a beat even if their whole 2020 summer is cancelled. Most of their customers are the under 50 who won't be affected much by corona, their employees are largely seasonal and students anyways, and they aren't going to have to lose or pay heavy for skilled workers like other industries will. The coaster parks are actually affordable and attractive driving vaca options for hundreds of millions of Americans... air and ship travel, esp international, will likely have a black eye for years to come with all the bad pub. The parks have flourished in past recessions.... cheaper to drive the fam a couple hours to Wisc Dells or Cedar Point than to fly them to NYC or Paris

[nephron]

I don't know. A lot of people cannot get over the loss of shamu. Which is funny because the sea lion show was always much better.

Really though they are one activist away from going to zero.

I just checked my "fantasy stock" purchase of seaworld. I purchase the stock online 2014 right after the stock had fallen due to blackfish and was about 17 dollars. I anticipated minimal fall out from the killer whale controversy. The stock was actually flat and had losses through 2017. It wasn't until just the last few years that the stock has begun to pick up again. It's hard to predict what people will get upset about. I don't see how keeping a killer whale in a large pool is much different then keeping a lion or gorilla in some small cage in a zoo.

[Lordosis]

I just looked up Seaworld stock. It has fallen from a recent high 36 dollars earlier this year to a 8.74 giving a PE ratio of 7.95. I think that they would do well once this virus business is over because most of their park is outdoors so people may be more inclined to congregate there vs some of the other more tightly packed parks.

I don't know. A lot of people cannot get over the loss of shamu. Which is funny because the sea lion show was always much better.

Really though they are one activist away from going to zero.

[Perry Ict]

I don't advocate individual stock investing. But if I did, it would seem to me that giving much thought to the dividend yield of a company is a waste of time.

I generally feel the same. I've followed some some supposed experts who were believers in particular companies, and even they get burned. There's no way for an amateur investor, even a fairly knowledgeable one, to know everything that's going on behind the scenes at these companies. I prefer to use funds of sectors (or countries) for targeted investing, that way you offset some of the risk with what can happen at one company. If you're a value investor, you can still find numbers like average PE ratios and such in these funds.

[nephron]

I just looked up Seaworld stock. It has fallen from a recent high 36 dollars earlier this year to a 8.74 giving a PE ratio of 7.95. I think that they would do well once this virus business is over because most of their park is outdoors so people may be more inclined to congregate there vs some of the other more tightly packed parks.

[xraygoggles]

In normal times, betting on certain sectors or companies is usually not advised.

But this is not normal times, so it may be worthwhile. For example, it's almost a certainty that the hotels, airlines, and cruise industries will be bailed out by the govt. So those companies will bounce back. I'm personally buying a combination of stocks and call/LEAP contracts on some of these companies.

For the larger companies like Amazon, Apple, Microsoft which are ~1T valuation, they will not double realistically. So might be better to just buy the tech sector as a whole. Like IGM, VGT, FTEC etc.