My year to date losses once stood at a staggering -37%, post Four Horsemen of the Apocalypse blow up in May. As of right now, I am off by 12.5%, my high point since the blow up–readily positioned to take back all of my money and more.
I am going to make this very brief.
Rubber and plastics use a shit load of oil. Cheaper oil means higher margins. Look at GT, ROG and CTB.
Airlines make out like bandits. I like DAL and ALK.
Shippers spend an immense amount of money on fuel. Look at BALT, NM, DRYS and SBLK.
DPZ and PZZA spend lots of money on gasoline, via their delivery service.
PTRY and CASY should see a spike in their gas station businesses and COST should benefit from the newly founded riches of the US consumer–who saves $1.1 billion for every penny decline in gasoline.
There are plenty of ways to play this tax cut called cheaper oil. Start looking for them.
https://www.youtube.com/watch?v=kqeg-IUXz8k
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cheap gas is how poor folks get a raise. they will use it to buy more of what they normally consume. I like pizza and shoe/clothing.
I like weed.
I am sure you do.
+1 on your timely comment
Lower gas prices? Many of you can now reup your subscription to AHWOA..
Or brazzers.com
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Weed and Fantasy Football are THE FUTURE !!!
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Oh !!!
And Dominos Pizza !!!
God Bless America !!!
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… just to be clear …
I haven’t smoked weed since my last Grateful Dead concert … ah hem … Garcia was still very much alive (pre ’95) !
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While I am an avid NFL Football fan I don’t know shit about “fantasy football” !
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We have a great lil pizzeria that we are hopelessly loyal to … and wouldn’t THINK of taking our biz ANYWHERE else !
OKAY OKAY !!!
In a pinch … Dominos can get a fairly decent pie here in less than 30 minutes … and “our” place doesn’t DELIVER !
SIGH !!!
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America likes weed this November.
Maybe some GWPH is in order.
TUP is in the trash bin..
Assuming low gas prices increase the number of trips people take, MAR, HLT, H, etc could be interesting.
Careful on the airlines. They hedged out their oil exposure.
this could be a time for them to hedge it out further.
You would think. But management teams are like retail stock buyers. they hedged at much higher prices.
Blue Star: CIS, do you have any thoughts on the general market for November?
Fly, nice work (no homo).
Couldn’t fuckin pay me to but an airline stock… Hate them all. Shitty service and high prices… makes oil companies look ethical.
Not sure about the bulkers. I remember when I was big in them 6-8 years ago them saying fuel costs were a pass through for them so no impact either way. By the way, after being up big in them I lost my ass in 2008. Had stock and options worth $120,000 in May 08 in EXM. Eventually zeroed out. Believe me when I say you never forget that.
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… “My year to date losses once stood at a staggering -37% … in May … as of right now, I am off by 12.5%, my high point since the blow up … “
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Putting pencil to the back of a cocktail napkin …
… that would seem to indicate that YOU are … UP ~ +38.9% from your LOWS … in May !!!
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You will need to get to … UP ~ 58.7% from May LOWS … to get to B/E !!!
(feel free to double-check my arithmetic)
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I would have to say if the year were to end tomorrow … that is a pretty fuckin’ remarkable comeback !!!
NICE WORK, SIR !!!
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NOW … you get to B/E by years end and … well … that is … well …
SHIT !!!
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… if only the “MAY- hem” could’ve been avoided !!!
If only …
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… uhhhhh … EPIC !!!
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Way to hold your nuts into the teeth of this. That took: http://www.drboblog.com/wp-content/uploads/2013/09/brass-balls.jpg
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… indeed !!!
😉
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