LogFAQs > #937562824

I think AAL is in a week. If it rises a bit because people feel confident in treatment/vaccine, it'll probably take a hit next week and come back down to this level. I think Q2 is the real concern to me - I worry that airlines and cruises will effectively be flat between now and then. Some banks will suffer (and already did their Q1 calls).

The stir the reports cause is like "What did the company do in order to keep itself afloat, and, how many months will that last". For instance, now you have a reasonable idea what CCL's valuation would be a year or two out, assuming a vaccine and customers returning later this summer.

looking at hopping into SBUX, more into BRK.B and BK personally. I'll wait a week until doing anything more with airlines and I feel like I'm just out on cruises because I don't have the stomach for it lol. Yesterday I went into ABBV a little bit. They still have the humira patent and they have a lot of other things going on - maybe sell that in a year or two so I don't have to keep paying attention.

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Donny: Are they gonna hurt us, Walter?
Walter: No, Donny. These men are cowards.