With lot of vaccines news, I guess it is the right time to take positions in covid hit stocks. Tech will be range bound for sometime now. Share your preference. I am inclined towards ual, dal and nclh
LYFT JETS
Is it safe to invest in airlines and energy sector now?
I believe this is the right time to enter given we have successful vaccines
It's actually too late now. Should have bought them back in March when they dip 75%
TUP
Yelp
Reits, reits are unlikely to go bankcrupt and usually went up as the economy recover. Do some research there. There are plenty cheap reits have great values
I would stick with residential, many leveraged commercial/retail Reits will surely fold
OXY, CPE also good to hold till next year. Itâs certainly going up
How the is the management / reputation of OXY. Read some bad stuff about them. I think Warren has invested in them in the past
You shouldnât really think for the long term of these companies lol. You just play the vaccine news and the short term run.
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RCL
I bought @~40 in March. Made about 70% so far this year. CCL is still way down.
RCL is more profitable and higher PE, that's why it goes higher