Quote (Bazi @ Oct 5 2021 06:13am)
Adding moderna again
Now my sell doesn’t look like worst thing in the world anymore
I had previously hedged into oil and it helped take part of yesterdays blow resulting in not that bad of a day overall.
Quote (Bazi @ Oct 5 2021 06:14am)
And baba :( lmao
Yes... i also decided to finally take some Chinese exposure last week. Well that part isn't working out.
A bit of luck though I sold NFI group for a 70% gain last month. Now i see its tanked due to issues with supply chains so I might go back into New Flyer in the near future. They are doing electric busses and its an old company now, its not some new EV hype company. Its a company that has built busses for years with an actual balance sheet and for that matter previous dividends. Its established compared to these new pump and dump companies.
I am surprised that BRP is still so high. Yes every single dealer in Canada is sold out. I know this first hand as I try to buy another ski-doo for the wife but I would think their supply chain is hampered with issues due to the same reason all the other companies are and as a result it would impact future sales. There's no ETEC's around the market due to them not being able to manufacture them as a result of semi-conductor shortages. I would think that would have an impact on future earnings that would offset some of the high recent sales figures.
This post was edited by SBD on Oct 5 2021 06:24am