USA Stocks discussion - Part 2

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MangoTuna65

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Corona will explode across America before vaccine is distributed

https://www.cnbc.com/2020/11/09/the-coronavirus-pandemic-is-about-to-explode-before-therapeutic-counterattack-dr-scott-gottlieb-says.html



Not surprised. One change of president and good news on the vaccine front and everybody goes out to celebrate like crazy. :s22:

Yea even if the new vaccine really works, after safety data comes back, it requires -80deg storage, so mass distribution of that vaccine is gonna be a problem. Still have to wait for cheaper and easier to store vaccines before we can really tackle covid.
 

goldnut

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I'm curious, does anyone know why Pfizer did not go up? I mean, you can argue that more tests are needed, it's not approved for distribution yet etc etc and that's all good but it does not explain the following :

Carnival Cruise and AMC went up and Zoom crashed by 20%. Even though the vaccine is not even out yet and there is no evidence work from home will be rescinded and social distancing measures lifted.
 
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I'm curious, does anyone know why Pfizer did not go up? I mean, you can argue that more tests are needed, it's not approved for distribution yet etc etc and that's all good but it does not explain the following :

Carnival Cruise and AMC went up and Zoom crashed by 20%. Even though the vaccine is not even out yet and there is no evidence work from home will be rescinded and social distancing measures lifted.

i just felt yesterday pretty kneejerk.. so today will it 'contd' ?
 

xtwis7

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For me, Med and the other positively correlated industries are still a heavy punt. I’ll still focus on the other industries that had a major dip yesterday for the long run.

If one was in on Carnival, RC etc I think it’s not a bad idea to take profits and look elsewhere. It can swing fast once any negative news surface.

I'm curious, does anyone know why Pfizer did not go up? I mean, you can argue that more tests are needed, it's not approved for distribution yet etc etc and that's all good but it does not explain the following :

Carnival Cruise and AMC went up and Zoom crashed by 20%. Even though the vaccine is not even out yet and there is no evidence work from home will be rescinded and social distancing measures lifted.
 

chaoprokia

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I'm curious, does anyone know why Pfizer did not go up? I mean, you can argue that more tests are needed, it's not approved for distribution yet etc etc and that's all good but it does not explain the following :

Carnival Cruise and AMC went up and Zoom crashed by 20%. Even though the vaccine is not even out yet and there is no evidence work from home will be rescinded and social distancing measures lifted.

market is manipulated always just be on the right side
 

MangoTuna65

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I'm curious, does anyone know why Pfizer did not go up? I mean, you can argue that more tests are needed, it's not approved for distribution yet etc etc and that's all good but it does not explain the following :

Carnival Cruise and AMC went up and Zoom crashed by 20%. Even though the vaccine is not even out yet and there is no evidence work from home will be rescinded and social distancing measures lifted.

1. still pending safety data
2. not easy to distribute vaccine, need dual dose + -80degC storage
 

xtwis7

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Zoom probably will correct some more but in the long run, remote meetings will certainly be a norm.
 

zhxiaobian

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anyone vested in ARCT?

it seems more promising than VXRT (too profit and run liao, dont think will re-enter again)

phase 1/2 ongoing in Singapore, phase 3 is lagging behind (and will need to find other countries to carry out the test as no more cases locally), might be disadvantage?

but ARCT share price like roller coaster, 45% drop yesterday, potential to double to re-gain its peak?
 

paladin

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i think with Europe in lockdown, there is a possibility US may also lockdown in Jan after the inauguration of Biden or earlier.

it takes double the effort to manufacture, distribute and vaccinate 2 dose vaccine, so i doubt any vaccine can be produced quickly enough to save these post covid stocks this winter. So question is whether companies like Boeing, Carnival can survive the cash burn till at least Jun, which is 8 months away.

So be careful about sector rotation to these companies
 
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anyone vested in ARCT?

it seems more promising than VXRT (too profit and run liao, dont think will re-enter again)

phase 1/2 ongoing in Singapore, phase 3 is lagging behind (and will need to find other countries to carry out the test as no more cases locally), might be disadvantage?

but ARCT share price like roller coaster, 45% drop yesterday, potential to double to re-gain its peak?

Me. Actually I think it’s doing rather well, although it’s comms sucks. I think yesterday was over reaction. This is not totally a race. There is enough space for many vaccine manufacturers to have a piece of the cake. If you read today’s papers and the press release, it was actually mentioned first batch expected q1 next year (not much difference with the larger well known names)
 

yang_nastyman

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Going to buy more tqqq.

I believe the tech sell off is oversold, the vaccine won't come immediately due to logistic and scientific reasons, and its not like the tech companies will suddenly be worthless.
 
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Going to buy more tqqq.

I believe the tech sell off is oversold, the vaccine won't come immediately due to logistic and scientific reasons, and its not like the tech companies will suddenly be worthless.

this huan is leveraged.. I think they say can't long de..
so usually it's like a few days play?
 

xtwis7

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T+2 so I give it till Thursday before any major selloff for the hospitality related stocks.

If tech continues to drop even better for long term holdings.
 

chaoprokia

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T+2 so I give it till Thursday before any major selloff for the hospitality related stocks.

If tech continues to drop even better for long term holdings.

yeah that good. i sold all my hospitality can sucks alot tech shares now
 
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