Economy stonks v22, infrastonksture

Wish I bought more airlines on the dip. Please open soft so I can load up the boat. This new strain ain’t shit, word is getting out.
 
Wish I bought more airlines on the dip. Please open soft so I can load up the boat. This new strain ain’t shit, word is getting out.

I dunno how I feel about airlines and oil at this point. The bottom could literally fall out with new covid fears lol.
 
I dunno how I feel about airlines and oil at this point. The bottom could literally fall out with new covid fears lol.
Airlines never recovered anywhere close to every other attached industry, UAL is still down 60% from pre-pandemic. Also the airlines can’t contract again, they realized that they can’t scale back up again fast enough (largely due to regulation) with ever changing demand. Plus travel is back and this new variant would have to be plague level.
 
Interesting divergence between US futures and Asia. Asia down a bit in Monday trading while US futures are up about 1% overall.
 
Investor Bill Ackman said the new omicron variant of the Covid-19 virus could actually give U.S. stocks a boost if symptoms turn out to be less severe.

"While it is too early to have definitive data, early reported data suggest that the Omicron virus causes 'mild to moderate' symptoms (less severity) and is more transmissible," Ackman said in a tweet Sunday evening. "If this turns out to be true, this is bullish not bearish for markets."


South African doctor who first spotted the omicron variant says symptoms seem ‘mild’ so far
 
Investor Bill Ackman said the new omicron variant of the Covid-19 virus could actually give U.S. stocks a boost if symptoms turn out to be less severe.

"While it is too early to have definitive data, early reported data suggest that the Omicron virus causes 'mild to moderate' symptoms (less severity) and is more transmissible," Ackman said in a tweet Sunday evening. "If this turns out to be true, this is bullish not bearish for markets."


South African doctor who first spotted the omicron variant says symptoms seem ‘mild’ so far


Isn’t this the same doctor who later said the words were taken out of context. He meant not a threat to the young and healthy but those on their deathbeds are doomed.

Lock her down
 
This rally smells fishy to me...im guessing tank job tom tho not sure ill put my money on it
 
This rally smells fishy to me...im guessing tank job tom tho not sure ill put my money on it

Nah it’s on par with what the market has been doing.

1 day red Covid
Next day green vaccine and a mask

1 day red inflation
Next day green jobs report

1 day red China real estate
Next day green omniverse
 
Nah it’s on par with what the market has been doing.

1 day red Covid
Next day green vaccine and a mask

1 day red inflation
Next day green jobs report

1 day red China real estate
Next day green omniverse


I'm not calling a crash just a reversal tom. Shits over bought today
 
Nah it’s on par with what the market has been doing.

1 day red Covid
Next day green vaccine and a mask

1 day red inflation
Next day green jobs report

1 day red China real estate
Next day green omniverse


Double post
 
alright kids: BHG seems absyrdly oversold going into lockup expiry.
Recent healthcare IPO that has just dumped almost everyday for months; down like 80% from IPO. Bunch of insider buying at like $8-10...it trades at $3.3 lol
 
alright kids: BHG seems absyrdly oversold going into lockup expiry.
Recent healthcare IPO that has just dumped almost everyday for months; down like 80% from IPO. Bunch of insider buying at like $8-10...it trades at $3.3 lol
o_O
to trust a bear or not that is the question
 
Started dollar cost averaging today into IES Holdings, IESC. Only has a $1 billion market cap. Came to my attention because of the involvement of Todd Cleveland, who was the CEO of PATK during the last decade, and responsible for making PATK one of the top performing stocks of the last decade. Jeffrey Gendell, CEO of IESC, owns 55% of the shares. Some people don't like that, but I always like managers with skin in the game. Results in recent years have been impressive. Looks like it seriously flies under the radar. Average daily volume is like 20,000 shares. Short description:

IES Holdings, Inc. is a holding company that owns and manages operating subsidiaries that design and install integrated electrical and technology systems and provide infrastructure products and services to a variety of end markets. Our operations are currently organized into four principal business segments, based upon the nature of our current services: • Communications – Nationwide provider of technology services, including the design, build, and maintenance of the infrastructure within data centers for co-location and managed hosting customers, for both large corporations and independent businesses. • Residential – Regional provider of electrical installation services for single-family housing and multi-family apartment complexes. • Infrastructure Solutions – Provider of electro-mechanical solutions for industrial operations, including apparatus repair and custom-engineered products, such as generator enclosures used in data centers and other industrial applications. • Commercial & Industrial – Provider of electrical and mechanical design, construction, and maintenance services to the commercial and industrial markets in various regional markets and nationwide in certain areas of expertise, such as the power infrastructure market and data centers. While sharing common goals and values, each of the Company’s segments manages its own day-to-day operations. Our corporate office is focused on significant capital allocation decisions, investment activities and selection of segment leadership. The corporate office also assists with strategic and operational improvement initiatives, talent development, sharing of best practices across the organization and the establishment and monitoring of risk management practices within our segments.

Communications results in recent years have been particularly impressive. Small example:

Revenues:

2020: $ 395,141
2019: $ 321,246
2018: $ 219,655

Op Income:

2020: $40,446
2019: $24,753
2018: $14,223
 
alright kids: BHG seems absyrdly oversold going into lockup expiry.
Recent healthcare IPO that has just dumped almost everyday for months; down like 80% from IPO. Bunch of insider buying at like $8-10...it trades at $3.3 lol

I mean, sounds great but the chart is just horrific. It's just like SFT and many others in my watchlist, there is no bottom to be found or signs of any reversal at all.
 
alright kids: BHG seems absyrdly oversold going into lockup expiry.
Recent healthcare IPO that has just dumped almost everyday for months; down like 80% from IPO. Bunch of insider buying at like $8-10...it trades at $3.3 lol


Load the boat?
 
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