They are very heavy with SHLD

all of them?

https://www.flashratings.com/stocks/5449-SPG?in=true

I say that somewhat sarcastically. You'll see a number of downward price revisions, but generally a very bullish outlook. (at least from what this site pulls in from)

Even when Sears goes under, who cares? People still shop there? It's not like Sears was the popular place to be and then suddenly it just disappeared taking everyone down with it. (been a very slow grind down)

Big beat on Twitter. The TWTR bulls are as dopey, mindless and enthusiastic as the TSLA bulls...decent short percentage too. Probably worth buying here for a run. Currently $16.50.

Not a super high probability spot but I think it's certainly quite +EV.

I like this one too. In at 15.88 This bull is hard to bet against. Got stopped out of my TSLA short at 312.

Holy **** @ X dropping 25%

NFLX probably sees $160 pretty soon. Nibbled on a little here

Yeah better buy at $15.88 at open...market wasn't that enthused by the conference call. Still. There are so many bulls in the wings on this one - true believers - that you can easily get a run to 19 or so if the market stays up.

Like I said, not super high probability, but I think quite +EV.

I intentionally didn't name any because then people would just subjectively say 'lol that place sucks' to one or more of the places I named and ignore my point.

I don't doubt that but this is not the only place with smart dudes. Nor the place with the smartest dudes. Nor the place with the highest quantity of smart dudes.

Anyone following what's happening with Home Capital Group in Canada? First big domino. Was a good thread on here about shorting this 6 months ago. I think capital flight is about to get real up here. Popcorn time...

How about **** off? It's always really funny to me when people who have never been apart of something suddenly insert themselves for the sole purpose of pointing out what's wrong with it. You think the guys who trade aren't using many other resources for information outside of this little thread? Seriously get a life unless you have something useful to contribute.

It's funny, I noticed they were reporting today and was surprised they were reporting in the AM. I wondered if they were doing so, because they had good numbers. I use to work at a tech company which when our numbers were good we'd report in the AM and when things soured over time they went back to the afternoon. Kinda amusing.

You actually naming one place that's better is a better alternative than us taking your dopey word that there are better places around. I haven't found one. There is so much trash in investing forums - pumpers, idiots, technical analysts (the silly retail/astrology kind, not quant), that I haven't found a single forum worth reading for ideas except 2p2.

Ya when ideas are good here, they are really good. I think the reduction in posting in here too has been good. When I plan to share a trade, I plan to share one I like a lot. Good group in here, some real winners.

Wow so he's killing NAFTA already? We have enough brain power in here to come up with the winners and losers?

Has to be immediately inflationary, hence banks would get a boost?


-Any big exporter has to suffer I'd guess:

-Automotive parts and accessories
-Motor Vehicles and Spare Parts
-Industrial and electrical machinery
-Plastics
-Computers
-Chemical
-Petroleum Products
-Natural Gas
-Agricultural Products


-Shipping companies would get destroyed, at least the ones doing business with Mexico by rail etc...

Yeah. We were talking about ksu earlier , I guess I was just happy about hrb doing a 180 after the tax talk.

Sent from my Nexus 6 using Tapatalk

Can he really kill NAFTA? Seems like that would be the straw that would finally make almost all Republicans stand up to him

Yo guys in addition to the absurd number of reports tomorrow don't forget that the quiet period for telecom ends tonight. Charter looks to be the first to be snapped up and something is going to happen with TMUS &/OR S. Lots of options activity in all of these names leading into it.

That's not what I did, I asked, effectively, what's right with it. The negative things I said were supporting why I asked the question, but I was asking a question.

And I rejected one poor answer to that question, explaining why I rejected it.

Ok. There is the answer, or least an answer.

It seems like you optimize for signal-to-noise ratio and you find this to be the best. Obviously there is higher quality content other places, you just may have to sift through a lot of **** to find it.

Twitter would be example. I know, I know. "Twitter blows!" or whatever. What you're saying is that there is a lot of crap on Twitter. But it's not ALL crap. Some of the smartest people in the world Tweet daily. If you still want to try and claim there is 0 valuable content ever shared on Twitter you are biased beyond the ability to have a rational discussion.

We all optimize for different things I guess. I don't mind digging for gold.

(I don't use Twitter, it was just the most-defensible example I could think of)

Ummm.

I can see lack of dickheads is not one of the draws of this forum.

I think eqb is a buy here but I was long a year ago so am biased.

Still, I cant really recall a financial going down when there were no scandals and no fundamental problems (talking eqb here, hcg has scandal)

No part of you wants to wait it out a bit? Since a bit like knife catching, even for a value guy?

I think we all use twitter. There's a lot of good discussion there. But I agree almost all investing/trading forums are aids.

google earnings today

anyone think the market has underestimated the impact of the advertising pull out on youtube?

Around 375 companies reporting earnings yesterday & today. Think we could spread it out a bit guys? Ticker overload...