Coronavirus vs Investing

[ExtraSlow]

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Pretty much a surefire bet that the government will inject AC with money.

Buy MSI if that's your goal.

[The_Rural_Juror]

Thanks for the stock tips guys. PPL is a gold mine! Wish i would have bought more stocks.

[killramos]

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Thanks for the stock tips guys. PPL is a gold mine! Wish i would have bought more stocks.

Just bump up your leverage and buy on margin. Don’t be a puss.

[The_Rural_Juror]

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Just bump up your leverage and buy on margin. Don’t be a puss.

HELOC will take a week to process. Don't be sassy. I also bought some SPY.

[Ekliptix]

I've been in PPL for over a decade, and plan to get in a lot heaver in the weeks/months to come. I plan to sell my rental property soon (already have a signed buyer), in order to get a position in this market.

Regarding airlines, considering the 50-70% discounts right now, what are thoughts on a diversified position among multiple airlines: United, Delta, AC, LATAM air, Southwestern, American, etc. considering a 3-4 year timeline for these them to regain even a portion of their value?

[dimi]

Without a bailout, most of them go under, and a bailout carries a lot of political risk.

To me, its hard to make an argument to bail out corporations that have on average spent 50-70% of their free cash flow the last decade buying back stock and leveraging themselves heavily in the process. Although if I had to bet on it, I think it will happen.

[nzwasp]

I wonder if the cruise ships are also heavily leveraged?

[Tik-Tok]

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I wonder if the cruise ships are also heavily leveraged?

Do you think they'll need help to stay afloat?

[90_Shelby]

Anybody take the plunge and buy CFW yesterday, they were up 70%+ today.

[Buster]

The airlines don't need a bailout.

Airlines aren't particularly hard businesses to start, relative to their size and scope. If they go under, their assets will be liquidated efficiently into the market for competitors or new start airlines to get going with a clean slate. There's one where definitely the market should be managing the situation.

[Cagare]

So, once the initial shock of this situation is over, and we have to adjust to it for the long haul. Where is the smart money going (Other than TP)? Seems that Amazon may excel further in this environment both given it's supply chain and well as web hosting. I can tell you in most people are searching for home gym equipment as well but don't know what that translates to, but what else?

What industries will this spell the death of? Certainly we will probably not see all the movie theatres re-open that have recently closed. Office based REITs probably not because leases are long term already?

Also, the airlines will likely consolidate, maybe not in Canada, but elsewhere. They will be bailed out in the near term. I see some real irreparable harm coming to the cruise industry.

[The_Rural_Juror]

TP is so last week. It's thermometers today.

[A790]

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Also, the airlines will likely consolidate, maybe not in Canada, but elsewhere. They will be bailed out in the near term. I see some real irreparable harm coming to the cruise industry.

You mean the floating petri dish industry?

[Cagare]

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You mean the floating petri dish industry?

100% first cruise is probably not till late 2021, and even then most of the people on the first bit will be people they refunded and gave a free cruise to. I just can't see a good way to recover.

[Xtrema]

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So, once the initial shock of this situation is over, and we have to adjust to it for the long haul. Where is the smart money going (Other than TP)? Seems that Amazon may excel further in this environment both given it's supply chain and well as web hosting. I can tell you in most people are searching for home gym equipment as well but don't know what that translates to, but what else?

What industries will this spell the death of? Certainly we will probably not see all the movie theatres re-open that have recently closed. Office based REITs probably not because leases are long term already?

Also, the airlines will likely consolidate, maybe not in Canada, but elsewhere. They will be bailed out in the near term. I see some real irreparable harm coming to the cruise industry.

Taco Bell. I heard that all restaurants will be called Taco Bell.

[Ekliptix]

^and 3 seashells in the restroom.

[JustinL]

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What industries will this spell the death of? Certainly we will probably not see all the movie theatres re-open that have recently closed. Office based REITs probably not because leases are long term already?

I took a kicking on my office REIT, which I thought was a conservative investment in January.

[ianmcc]

Well we missed the Mar 2 deadline for RRSP contributions above what we contribute monthly but wonder whether we should lump sum contribute now (for 2020 tax season) or hold off for a month or so.
Looks like the markets are rebounding right now. Not interested in individual stocks.

[Brent.ff]

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Looks like the markets are rebounding right now.

it's friday. they've done this every week in the last three. I can only assume monday will be a bloodbath again

[roopi]

A790 always pumping up the markets on Fridays. He should really move his buys to Mondays.