Coronavirus vs Investing

[BavarianBeast]

Sweet half pipe trend for gilead, probably going to tony hawk and goto $900.

[The_Rural_Juror]

Breaking News! Elon Musk downgrades Tesla stock.

[ercchry]

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Breaking News! Elon Musk downgrades Tesla stock.

And it’s currently in free fall, that guy is such a loose cannon

[pheoxs]

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And it’s currently in free fall, that guy is such a loose cannon

Would this not fall under some kind of stock manipulation? Like whats to say he didn't tell some buddies to short tesla before posting that.

[ercchry]

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Would this not fall under some kind of stock manipulation? Like whats to say he didn't tell some buddies to short tesla before posting that.

Wouldn’t be the first tweet of his the SEC investigates. What’s wild though is how close he is to a huge payday... perhaps he knows tsla can’t afford that so he is dropping the price?

[The_Rural_Juror]

[msommers]

Not a great day on the markets. Yeesh. INO taking a beating from Citron.

[phreezee]

Of course I bought airlines last week.

[msommers]

Yeah that's a big blow for all airlines across the world. Surprises AC hasn't been given bailout money yet (unless I missed the news).

GILD not responding how I expected. Treatment vs. vaccine? AZN, MRNA and INO I check daily.

Now that restrictions are loosening up a bit, I wonder what the next surge of demand might be? Maybe fitness stuff, running shoes...movie theaters? Camping stuff, general outdoor activity items since travel is unlikely.

[pheoxs]

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Yeah that's a big blow for all airlines across the world.

GILD not responding how I expected. Treatment vs. vaccine?

Now that restrictions are loosening up a bit, I wonder what the next surge of demand might be? Maybe fitness stuff, running shoes...movie theaters?

The problem with GILD is if their treatment works they still don't have the manufacturing capacity to make a ton of it. Their roadmap shows 140k treatments by end of May but only 1 million by the end of year. Even at 500$ a treatment that's only 500 mill in revenue for a 100 billion dollar market cap company. Kind of a small drop in the bucket unless they can patent the shit out of it and license it out to other manufacturers.

[ExtraSlow]

And gubbermints might force them to licence/sell cheaply.

[msommers]

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The problem with GILD is if their treatment works they still don't have the manufacturing capacity to make a ton of it. Their roadmap shows 140k treatments by end of May but only 1 million by the end of year. Even at 500$ a treatment that's only 500 mill in revenue for a 100 billion dollar market cap company. Kind of a small drop in the bucket unless they can patent the shit out of it and license it out to other manufacturers.

A $500 treatment would be a blessing with the $4,500 figure I've seen floating around lol (for patients anyways).

[pheoxs]

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A $500 treatment would be a blessing with the $4,500 figure I've seen floating around lol (for patients anyways).

Yeah but thats with the BS hospital / insurance company mark-up. So presumably they'd get it wholesale for 500ish and then tack on a shit ton of fees to milk insurance companies for what they can get. TBH 500 might even be quite high. Some of the US hospitals supplies mark stuff up 10-50x

[ExtraSlow]

On a different thought, some motley fool bullshit got me thinking today. What utility/infrastructure stocks have been unfairly hammered this year that would give a rare discount for stable, usually divided-yielding businesses?

TA, CU, FTS, ATO, BIP, ENB or what? I'd welcome companies that act like a utility even if they aren't true utility stocks.

[A790]

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on a different thought, some motley fool bullshit got me thinking today. What utility/infrastructure stocks have been unfairly hammered this year that would give a rare discount for stable, usually divided-yielding businesses?

Ta, cu, fts, ato, bip, enb or what? I'd welcome companies that act like a utility even if they aren't true utility stocks.

rnw/bep.

[roopi]

I like RNW as well.

[Perceptionist]

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On a different thought, some motley fool bullshit got me thinking today. What utility/infrastructure stocks have been unfairly hammered this year that would give a rare discount for stable, usually divided-yielding businesses?

TA, CU, FTS, ATO, BIP, ENB or what? I'd welcome companies that act like a utility even if they aren't true utility stocks.

I think CPX fits into this bucket

[ExtraSlow]

Probably TSX:CRT.UN and TSX: CHP.UN fit too, or more than most REIT's.

[The_Rural_Juror]

Recession is cancelled. Time to pack in all the short positions.

[ExtraSlow]

I hear double meat subs are going to be the default order when you go to subway now. You'll have to specifically request "a half-meat" to get the single portion.