- 74,881
- 24,275
Grabbed a share of twlo as a small starter at 109.50 in case it ran into earnings. Wish I grabbed more.
Added a little Disney today.
Added a little Disney today.
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There’s no way airlines ticket sales bounce back before a vaccine is available and mass distributed.
アミーゴ do you think business air travel will take a permanent hit with people getting used to remote meetings? Or old habits will come back in a couple of years when it’s all said and done?
Here is another problem. Suppose you are 50+ years old with pre existing health conditions and you just got laid off. You have a mortgage, wife and kids. The economy reopens and now the 50+ year old is competing for a job with a 22 year old that just graduated college that appears to be in great health. Who gets hired.
With news of the J.Crew bankruptcy, I'm wondering how long before we hear a similar fate befalling Macy's? Anyone wanna hazard a guess? I know they have already furloughed most of their white collar executives.
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They’ll be able to make things work by selling some of their real estate and downsizing their locations, maybe renting out portions of their stores to Starbucks, nespresso, things like that. They’ll never be the one stop department store giant they once were though.With news of the J.Crew bankruptcy, I'm wondering how long before we hear a similar fate befalling Macy's? Anyone wanna hazard a guess? I know they have already furloughed most of their white collar executives.
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It's tough man. My dad got let go during the tech bubble burst. He had to switch careers to a different industry entirely.Here is another problem. Suppose you are 50+ years old with pre existing health conditions and you just got laid off. You have a mortgage, wife and kids. The economy reopens and now the 50+ year old is competing for a job with a 22 year old that just graduated college that appears to be in great health. Who gets hired.
It's tough man. My dad got let go during the tech bubble burst. He had to switch careers to a different industry entirely.
I remember finishing uni and getting my first career related job. I was paying for my parent's mortgage for the first 2 years.
Sorry to hear - was he an engineer?
Macy's actually has already done so. The one in downtown Brooklyn sold it's parking garages and upper floors to it's building to some developer that's turning it into luxury apartments.They’ll be able to make things work by selling some of their real estate and downsizing their locations, maybe renting out portions of their stores to Starbucks, nespresso, things like that. They’ll never be the one stop department store giant they once were though.
Macy's actually has already done so. The one in downtown Brooklyn sold it's parking garages and upper floors to it's building to some developer that's turning it into luxury apartments.
I have always stayed away from Airlines due to their Labor and low margins. SW and Delta are the best positioned imo for reasons I stated, SW due to their concentrated supply chain and Delta due to their wealthier customer base. American was overleveraged BEFORE Corona.My buddy is a pilot for Delta... he isn't too confident that they aren't still planning on burning through their CARES act funding to still eventually downsize / reorganize the company afterwards. They were in the process of contract negotiations for pilots even before all of this went down, and now they're pushing for early retirement packages and 20% rate reductions.
How JC Penny and Macy's are still in Business is beyond me.With news of the J.Crew bankruptcy, I'm wondering how long before we hear a similar fate befalling Macy's? Anyone wanna hazard a guess? I know they have already furloughed most of their white collar executives.
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What's the feeling on Disney?
Think it will pop with Disney+ numbers or overall uncertainty will bring them down after earnings?
Sbux is looking mighty juicy
im borrowing my friends account but i dont use it. the only marvel movie ive watched in my lifetime is the first iron man and civil war.Been waiting for them to drop below 98 again
40% I believe of their margins is parks. They can’t create content right now. Espn has nothing to air. Marvel is on pause. Has the makings of a flat to lower move on earnings and I’ll be a buyer for sure. I added very small on today’s pullback under 102.What's the feeling on Disney?
Think it will pop with Disney+ numbers or overall uncertainty will bring them down after earnings?