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what is hegemony buying (and selling)?


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3 hours ago, hegemony said:

ouch, although a smaller Delta might be better able to weather the storm of the next few years. Delta to have 7,000 more pilots than needed in the fall

 

ETA: picked up another 200 for fun.

Yeah, just after the airlines were whining about not having enough pilots because of the age 65 retirement rule. Prospective pilots were told about fifteen years ago "don't bother, there's no money in working for airlines right now and you won't make enough to pay student loans" - especially after the Colgan Air incident where regs got changed to require the 1500 hour ATP for FO at a regional, where before you only needed 250 hour commercial to be an FO and build hours to ATP rating. But regional pay was less than what one would make flipping burgers.

Then airlines (regionals and long hauls) were running short of pilots so the flight schools geared back up to train pilots. Now we're cycling back in the other direction.

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1 hour ago, IndyPoolPlayer said:

Yeah, just after the airlines were whining about not having enough pilots because of the age 65 retirement rule. Prospective pilots were told about fifteen years ago "don't bother, there's no money in working for airlines right now and you won't make enough to pay student loans" - especially after the Colgan Air incident where regs got changed to require the 1500 hour ATP for FO at a regional, where before you only needed 250 hour commercial to be an FO and build hours to ATP rating. But regional pay was less than what one would make flipping burgers.

Then airlines (regionals and long hauls) were running short of pilots so the flight schools geared back up to train pilots. Now we're cycling back in the other direction.

so you're saying I should havebought more shares today 👨‍✈️

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12 minutes ago, hegemony said:

so you're saying I should havebought more shares today 👨‍✈️

I'm really on the fence on airlines. I don't think they could get any lower but with that Freudian slip by the Boeing exec recently about an airline going BK ... I have thoughts on what could happen but they are too risque for this forum

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Hertz obviously has a dead-cat bounce thing going, but the only ones who make out well will be those who bought the day after the announcement.  Those buying now may be stuck with wallpaper to hang. 

 

I started off-loading some of my XOM options yesterday even though they would not expire for another 18 months.  Ditto some of my CZR options.  The CZR move is as much driven by the recent documents from the merger as anything else...I just don't know that the stock has as much upside right now as some of the other casino stocks continue to maintain.  Pre-pandemic, the merger was going to be around $13 a share.  It looks like that number is probably still in play...I just don't know enough about El Dorado to hold on through the completion of the deal...

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On 5/30/2020 at 9:25 AM, Slug71 said:

Do you think HTZ could bounce back from the BK, or are they done?

Thoughts on AAL and TRVG?

Sent from my SM-N950U using Tapatalk
 

they are selling idiots new shares. also, plenty of talk about how robinhood-type investors are buying up BKed company's shares instead of sports betting.

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I haven't been very active on individual stocks since 2019... mostly holding.

 

recently got out of BAC and took my loses on HP. I've been DCA into VZ (those *Admin and our Terms of Service prohibit profanity*s!).

 

picked up F a few months ago and pleased to see Ford's early investment in RIVN is now worth 60 cents a share when RIVN IPOs.

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19 hours ago, hegemony said:

bought PSNY

Been dabbling with some low-cost, low-volume, decent dividend stuff...and by low volume, I mean that some days they don't even move a thousand shares (SRL, trades just above $8 right now and is paying slightly more than a buck a year).  Still loving a number of the gas stocks I got into many years ago for less than $5-10 per share but that consistently pay distributions every month...recent events have driven some of them up over $13/share with a dime or so per share every month right now.  I even have an OTC/pink gas trust (CHKR) that pays a dividend despite trading for a little over a buck a share.  For a quarter a year, I will keep that risk.

 

Oh, and still adding more of the various REIT's I've got positions in...again, a dividend play.  Admittedly, the ones that mess up and keep sending paper checks every month are annoying.     

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My gamble on CBIO may pay off nicely...another very low cost one that jumped to $1.72 this morning on the word that there is likely a $65M distribution of cash to holders (there are about 30M shares outstanding if I remember correctly).  I got in for around a buck, so two bucks distribution is pure gravy if it comes to pass...

 

And no, I don't routinely encourage those with limited investment means to go for the dollar stocks because of the risk/reward not being the best thing for those persons.  Stick with dividend producing companies and buy for the long-term.  BUT...be aware that sometimes you CAN catch lightning in a bottle...just do your due diligence.

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On 11/10/2021 at 5:38 PM, hegemony said:

RIVN at the strike price :)

 

Bought more VZ.

 

I was in a fervor over the RIVN IPO.  Everything about its promise appeared to be a game changer.  Unfortunately, I acted too late to position myself to get in on the original offering.  Neck saved on that one. 

 

I'm inclined to bet against the headwinds RIVN now faces and buy in.  What holds me back is my more recent track record ...

 

I've always been a conservative investor and, aside from dabbling in the flailing of AAL, only hold funds/ETF's.  I've largely satisfied myself that the "smart money" is going to beat me by a long shot when it comes to individual security investing.

 

Then last year we saw our personal net worth jump considerably as a consequence of market gains and straddling two reasonably well leveraged homes.  I decided we needed more "risk" in our portfolio and jumped into a small handful of "up and comers" with 10% of our portfolio.  While average cost presents a kinder picture, here's what the peak cost investment picture looks like:

 

Security / Buy In / Curr Price

 

DOCU / $275 / $61

FVRR / $156 / $35

NVDA / $315 / $145

 

Let's not leave out the pied piper that's leading me by a ring through my nose:  TMFC / $44 / $32

and then there's AAL, with an average buy in of $17, trading at $13.

 

As noted, against average cost, I'm down 40% on my shares (mostly purchased 4q '21/1q '22).  I'm good; largely secure that the underlying fundamentals are sound and rebound prospects are stronger than the market as a whole..

 

But my current appetite for "risk" is analogous to one's appetite after biting into a jalapeno.

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12 hours ago, hdporter said:

 

I was in a fervor over the RIVN IPO.  Everything about its promise appeared to be a game changer.  Unfortunately, I acted too late to position myself to get in on the original offering.  Neck saved on that one. 

 

I'm inclined to bet against the headwinds RIVN now faces and buy in.  What holds me back is my more recent track record ...

 

I've always been a conservative investor and, aside from dabbling in the flailing of AAL, only hold funds/ETF's.  I've largely satisfied myself that the "smart money" is going to beat me by a long shot when it comes to individual security investing.

 

Then last year we saw our personal net worth jump considerably as a consequence of market gains and straddling two reasonably well leveraged homes.  I decided we needed more "risk" in our portfolio and jumped into a small handful of "up and comers" with 10% of our portfolio.  While average cost presents a kinder picture, here's what the peak cost investment picture looks like:

 

Security / Buy In / Curr Price

 

DOCU / $275 / $61

FVRR / $156 / $35

NVDA / $315 / $145

 

Let's not leave out the pied piper that's leading me by a ring through my nose:  TMFC / $44 / $32

and then there's AAL, with an average buy in of $17, trading at $13.

 

As noted, against average cost, I'm down 40% on my shares (mostly purchased 4q '21/1q '22).  I'm good; largely secure that the underlying fundamentals are sound and rebound prospects are stronger than the market as a whole..

 

But my current appetite for "risk" is analogous to one's appetite after biting into a jalapeno.

I've made some bad picks lately which is why I only use money I don't need anytime this decade. I did buy more RIVN at around 26.5 so my average cost is around $31 a share but still pain.

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1 hour ago, hegemony said:

I've made some bad picks lately which is why I only use money I don't need anytime this decade. I did buy more RIVN at around 26.5 so my average cost is around $31 a share but still pain.

 

I'll reserve a sound and friendly slap on the back for when our shares have rebounded twice as fast as the market at large (say, 5+ years from now ...)   < Hope never fades ... ;) >

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18 hours ago, hdporter said:

 

I'll reserve a sound and friendly slap on the back for when our shares have rebounded twice as fast as the market at large (say, 5+ years from now ...)   < Hope never fades ... ;) >

the best investments I've realized (i.e., sold) in the past few years have been real estate and classic cars. SAD!

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  • 5 weeks later...
On 7/4/2022 at 2:54 AM, hdporter said:

 

I was in a fervor over the RIVN IPO.  Everything about its promise appeared to be a game changer.  Unfortunately, I acted too late to position myself to get in on the original offering.  Neck saved on that one. 

 

I'm inclined to bet against the headwinds RIVN now faces and buy in.  What holds me back is my more recent track record ...

 

I bought in RIVN thinking it was going to be the next TSLA. Boy was I wrong. I'm in for only 6 shares but cost was 82.70 ....

 

WEBR board just canned their CEO and the head of IT is the interim while the headhunters do their thing for a permanent replacement. Wanted to increase my position if the shares were <$5.99 but so far they are hovering in the 6.50-7.00 range.

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