This is what I got so excited about on $CWH.
You don’t trade for money, you trade for freedom.
Stock Markets
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Last: 1 hr ago by Heineken-Ashi
you shouldn't worry about your investment account relative to your trading account.Triple_Bagger said:
All of my trades were winners today, but not enough to offset the loses in my investment account. The profits from buying the January dip have been erased.
You don’t trade for money, you trade for freedom.
Clover
Quote:
"The fourth quarter was highlighted by our strong growth and the steps we are taking to improve our operating and medical expenses in 2022 and beyond," said Mark Herbers, interim CFO of Clover Health. "We are excited about our projected strong revenue growth and improvement in MA MCR for 2022. In addition, we believe we will see another step-wise improvement in our MA MCR in 2023. Regarding operating expenses, we expect there will be only a moderate increase in total spend in 2022 versus our Q4 2021 run-rate driven by operating leverage and efficiency efforts. There is much work being done this year to drive further margin improvements, and because of that work, if a number of things fall into place, it is even possible we may be profitable next year on a non-GAAP basis, excluding non-cash expenses and non-recurring expenses."
For full-year 2022, Clover Health is providing the following guidance and commentary:
Total revenues are expected to be in the range of $3.0 billion to $3.4 billion. This includes projected MA revenue of $1.0 billion to $1.1 billion and Direct Contracting revenue of $2.0 billion to $2.3 billion.
We are oversold on SPX. It can go lower, but this is a difficult space to put new shorts on. I think a bounce, however weak, is imminent.
You don’t trade for money, you trade for freedom.
Farmer @ Johnsongrass, TX
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I don't remember where I picked this up, maybe on this board, that bottoms do not happen on Friday's. I didn't research it, but plan too. With that being said, 30K I hope your tonight/tomorrow comment is correct versus the "Friday" tale.Quote:
I think the selling will reach a climax soon. tonight or tomorrow-ish.
Only because i own itgougler08 said:
FUBO already negative?
MGNI gonna go red now...
ProgN said:In this environment, a company could cure cancer and probably be negative after hours.gougler08 said:
FUBO already negative?
What about Alzheimer's?
With war fears, it'd probably be negative too. I hope NATO (us) deny Ukraine's request to establish a no-fly zone over Ukraine. It we're that stupid then I believe we will be at war with Russia. We can't be downing Russian fighter/bombers. That's what really has the market spooked.JCRiley09 said:ProgN said:In this environment, a company could cure cancer and probably be negative after hours.gougler08 said:
FUBO already negative?
What about Alzheimer's?
Spy and QQQ had been trading at about a 30-40 pts offset above the 200ema. That would put the Qqq around 305 and spy around 385. I think that is where we are headed before our move back up.
Edit: looking at weekly chart
Edit: looking at weekly chart
Clover's revenue projections are double what they stated when they went public. Their expenses though they underestimated.
that's a bear market with 20% downSpoony Love said:
Thanks, I remembered reading 20%.
correction market is 10% down from highs
Find me a company that IPOs and doesn't underestimate expenses. It should automatically be assumed.Dan Scott said:
Clover's revenue projections are double what they stated when they went public. Their expenses though they underestimated.
Lol
I can tell some of you all didn't trade in '08/'09. It was f'ing tough to watch your ass get shredded in "blue chips". This is nothing compared to that time.
I never got the chance to meet Scimitar in person, but he is partially responsible for me taking the biggest and most successful trade I've ever taken. In early '09, Citigroup was trading under $1 a share. This is before all the reverse splits. He and I reasoned, correctly, that the government wouldn't allow them to fail. They were the largest bank by assets at the time.
Well, I bought an irresponsible amount of $2 Calls and commons when $C was trading at about $0.90, near the dead low. It went to $5 very quickly and I had huge 10X-20X gains on that.
I never got the chance to meet Scimitar in person, but he is partially responsible for me taking the biggest and most successful trade I've ever taken. In early '09, Citigroup was trading under $1 a share. This is before all the reverse splits. He and I reasoned, correctly, that the government wouldn't allow them to fail. They were the largest bank by assets at the time.
Well, I bought an irresponsible amount of $2 Calls and commons when $C was trading at about $0.90, near the dead low. It went to $5 very quickly and I had huge 10X-20X gains on that.
You don’t trade for money, you trade for freedom.
I got burned on WAMU but made up for it getting Citi a $1. I remember MGM at $2.
That was sweet.
WAMU happened Friday afternoon. That was a hard weekend for me.
That was sweet.
WAMU happened Friday afternoon. That was a hard weekend for me.
Charismatic Megafauna
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AG
Bob Knights Liver said:
Also I wanted to note that if you had taken your entire portfolio and put it in WWR today, that would have been a good choice. That's how ridiculous today was.
Lol!
You're on fire today Bob
CLOVER! $2.47.
Cmon baby don't fade on me. I have $2.50 calls.
Cmon baby don't fade on me. I have $2.50 calls.
Go CLOV! Only down 38% from my average lol
https://twitter.com/TheTorontoSun/status/1496594960807833607?s=20&t=SdfN49CF-KCIHQDWagifPA
He was about to get his ass handed to him when it went up for a vote. Now I hope they beat him to death with a crowbar.
Trudeau didn’t want to be humiliated by the senate.
— Cat 🇨🇦 🇺🇸🇮🇱 (@Cat4FreeCanada) February 23, 2022
He was about to get his ass handed to him when it went up for a vote. Now I hope they beat him to death with a crowbar.
Who cares and what does this have to do with the stock market?
food for thought...there is concern that direct contracting program is going to get killed
There are better articles than this and a strong push by healthcare entities for them to not to do this. But a risk on what is one of their core strengths Warren calls for end to Direct Contracting, reforms to Medicare Advantage risk adjustment | Fierce Healthcare
There are better articles than this and a strong push by healthcare entities for them to not to do this. But a risk on what is one of their core strengths Warren calls for end to Direct Contracting, reforms to Medicare Advantage risk adjustment | Fierce Healthcare
Indirect exposure in our banking system. Banks are unfrozen now. And this may be a lead up to changes in Canada. Good changes from our neighbor is always good.
Thoughts on FUBO from current FUBO bag holders?
1. I should not have bought back that CC a while back
2. I should have sold more at the top
3. I should have sold when I went green again
4. I shouldn't still be holding it.
2. I should have sold more at the top
3. I should have sold when I went green again
4. I shouldn't still be holding it.
sell covered calls forever at these levels. I had a tight leash on an entry around 15, that got stopped out.Jet Black said:
Thoughts on FUBO from current FUBO bag holders?
in a market with interest rates coming and hyper inflation coming, growth names (especially ones not profitable, are going to get hammered).
How much more will it fall, no idea.
Here's what I see.. take it or leave it. I think we're close to a bottom.
This is the DOW. S&P lines up similar, but this one has the clearest structure.
DOW bottom - 32930
S&P bottom - 4165
This is the DOW. S&P lines up similar, but this one has the clearest structure.
DOW bottom - 32930
S&P bottom - 4165
Mondays I think are the most popular for a big flush or bottom. I think OA said the same a while back (if I remember right).Farmer @ Johnsongrass, TX said:I don't remember where I picked this up, maybe on this board, that bottoms do not happen on Friday's. I didn't research it, but plan too. With that being said, 30K I hope your tonight/tomorrow comment is correct versus the "Friday" tale.Quote:
I think the selling will reach a climax soon. tonight or tomorrow-ish.
chop tomorrow, bounce a little Friday, dump Monday -- just a guess
S&P basically is at -3 ATR. I think reversion to the mean, soon, is highly likely.
You don’t trade for money, you trade for freedom.
On FUBO...
Ad Revenue improvement is the first key. Makes sense that subscriber growth is outpacing their ability to grow ad revs, but they need to show in 2022 that they can leverage their premium subscriber base and improve ARPU from ads.
Wagering has a lot of upside, but still too early to tell. They didn't offer any guidance on wagering so will see if they comment on the call.
Expenses as percentage of revenue are down nicely compared to Q3 on all the back of house stuff, but subscriber related expenses actually ticked up a little to 93%. They need to get this down to have profitability as it is the direct cost associated with providing content.
Long term they are signing some exclusive distribution deals, but nothing so far that will impact 2022.
Ad Revenue improvement is the first key. Makes sense that subscriber growth is outpacing their ability to grow ad revs, but they need to show in 2022 that they can leverage their premium subscriber base and improve ARPU from ads.
Wagering has a lot of upside, but still too early to tell. They didn't offer any guidance on wagering so will see if they comment on the call.
Expenses as percentage of revenue are down nicely compared to Q3 on all the back of house stuff, but subscriber related expenses actually ticked up a little to 93%. They need to get this down to have profitability as it is the direct cost associated with providing content.
Long term they are signing some exclusive distribution deals, but nothing so far that will impact 2022.
I never met scimitar in real life only conversed with him here. But dammit I miss him.
50K account:
Buying 100 shares of ESSC. Look at the call flow on that shiat.
Buying 100 shares of ESSC. Look at the call flow on that shiat.
You don’t trade for money, you trade for freedom.
You don’t trade for money, you trade for freedom.
Did WWR go up because shorts covering the margin call from last Friday's close? To be up so robustly on this day, it's curious. Volume was ok, but not outlandish.
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