Of course I am thinking chain restaurants and hotels, resorts, cruise lines, truck stops, theme parks, oil, airlines, because of the probable lifting of Covid related restrictions as vaccines become available, but what else? Am I missing anything?
All sounds good, I'm long a bunch of those eg MGM CCL ACB NIO etc I like casinos airlines cruise lines ev energy oil etc plus inverses hedge Any favorite restaurants eg Darden or hotels? Cars possible too eg f gm tsla
Some off the beaten track plays that haven’t bounced as much as the larger ones- MSGS/MSGE (Rangers, Knicks, Garden events BATRA/BATRK (Atlanta Braves) FWONK (Formula One racing)
I would go with big box Black Friday deals...Target, Best Buy, AMZN But then what do I know...I am a ES scalper...
i say short everything people gonna need money to buy bullets to protect themselves from the gubberment..
Me and Mrs Monster were talking about Olive Garden and Texas Roadhouse. and mostly the budget or mid tier hotel/motel chains. It will be a while before the mints on the pillow, towels folded into swans type joints are full up. Mrs Monster works for Shell and so she keeps an eye on oil prices and noticed it was already twitching up a little. My CCL stock that I bought and then held cause it went down too much to sell, is showing a pretty good profit already and I once again expect it to double, between now and the beginning of summer. I was bullish on NASDAQ futures but we will see. Might still not be a big demand for tech toys, and a lot of internet stocks and home shopping stocks are gonna be stagnant for a while, so I might switch to Russel or S&P futures. Thinking GUSH too, maybe DUST. I am thinking new car sales won't really be doing much until 3rd quarter, if then. Will the stocks go up? Maybe TSLA, just because well, TSLA is the BYND of cars and it just goes up sometimes without a lot of reason that you can point at, except it is one of the kewl darling stocks of the left. People have depleted their savings and borrowed heavily, and new cars might have to wait for a lot of wishful tire kickers. Give the people a year of normalcy and car manufacturers should be sitting fat and happy. That's what I'm thinking. Car rental stocks should go up. Uber should go up. Greyhound/Trailways. AMTRAK. Wow yeah movie theatre chains. I am sure a lot of folks are getting bored with Netflix nights and Prime offerings and youtube. A night at the movies is still a darn cheap date, compared to other options.
tent sales maybe will go thru the roof as millennial's finally are evicted from mom's basement cause the parents can't make house payments.
What is the rational of this thread? Buy some stuff today and sell it next week and make a dime because mom and dad go shopping to lock in some deals? Has anyone tested this specific idea? It sounds so stupid that I can't imagine it would hold up to any statistical scrutiny of historical data.