The Death Spiral Archives - Page 2 of 21

How Fast Can Macy’s (M) Die?

November 20, 2020November 20, 2020 daniel Could Macy’s become a REIT?, How Coronavirus is Killing Macy’s, How Fast Can Macy’s (M) Die?, Macy’s (M), Macy’s (NYSE: M), Macy’s Collapses, Macy’s Inc. (NYSE: M), Macy’s Loses Value, Welcome to the Future, What to Do with a Dead Department Store?, Why Macy’s could Collapse

Macy’s quarterly revenues fell from $8.577 billion on 31 January 2020 to $3.148 billion on $3.727 billion on 31 July 2020. Macy’s began 2020 with an operating income of $560 million on 31 January.

The Death Spiral

Can Boeing Survive the Airline Apocalypse?

October 30, 2020October 30, 2020 daniel Airline Apocalypse, Boeing (BA), Boeing (NYSE: BA), Boeing Shrinks before our Eyes, Can Boeing Survive the Airline Apocalypse?, Coronavirus Surges Air Travel Dies, The Airline Apocalypse, What Future Does Boeing have?, Why Boeing will survive, Will the Airline Apocalypse Kill Boeing?

The growing Airline Apocalypse puts Boeing’s future in doubt. For instance, 193 of Europe’s commercial airports face insolvency because of drops in passenger traffic.

The Death Spiral

See Utilities Die at PG&E

October 9, 2020 daniel Can PG&E Survive?, Good Alternatives to PG&E, How Much Cash Does PG&E Generate?, Invesco WilderHill Clean Energy ETF (PBW), Pacific Gas & Electric (NYSE: PCG), PG&E, PG&E (PCG), PG&E is a Value Trap, What Value Does PG&E Have?, WilderHill Clean Energy Index (INDEXNYSEGIS: ECO)

I think zero-wildfire risk is impossible for PG&E. Frighteningly zero-wildfire risks is just one of four impossible goals GreenTechMedia’s Jeff St. John thinks PG&E needs to accomplish to survive. The other goals are:

The Death Spiral

Is Fox Corporation making money?

September 30, 2020October 1, 2020 daniel Fox Corp (NASDAQ: FOXA), Fox Corporation, Fox Corporation (FXA), Fox Corporation (NASDAQ: FXA), Fox News, Fox News Advertising Revenues Shrink, Fox’s Miniscule Ratings, FOXA, How Much Money does Fox Corp Generate?, Is Fox Corp a Good Stock?, Is Fox Corporation (FXA) Making Money?, Is Fox Corporation making money?, Is Trump Financing Fox News?, Why didn’t Disney Want Fox News?

The Trump campaign spent $9.4 million on Fox News national ads in July and August, Politco claims. In fact, Politico claims Trump sent more on Fox News ads than on local TV ads in important battleground states.

The Death Spiral

Can Union Pacific Survive Coronavirus?

September 22, 2020September 24, 2020 daniel Can Union Pacific Survive Coronavirus?, Is a Stock Market Crash Imminent?, Is the Union Pacific Generating Less Cash?, Is the Union Pacific Making Less money?, The Union Pacific is no longer a Value Investment, The Union Pacific Shrinks, Union Pacific, Union Pacific (NYSE: UNP), Union Pacific (UNP), Union Pacific Corporation (NYSE: UNP), Why the Union Pacific’s stock price scares me

I estimate the Union Pacific (UNP) eliminated 11,711 jobs in the past two years. To explain, The Omaha World-Herald estimates the UP’s workforce shrank from 44,531 employees in September 2018 to 32,820 in July 2020.

The Death Spiral

Is United Airlines (UAL) Dead?

September 7, 2020September 7, 2020 daniel Business Travel is dead, Can United Airlines Survive?, How Much Money is United Airlines (UAL) losing?, Is United Airlines (UAL) Dead?, Is United Airlines (UAL) is Losing Money?, Mr. Market is right about United Airlines, The Incredibly Shrinking United Airlines (UAL), The Traditional Vacation Schedule is dead, United (NASDAQ: UAL), United Airlines (UAL), United Airlines Holdings Inc. (NASDAQ: UAL)

Frighteningly, The Points Guy claims United’s October 2020 flights will grow 34% from September. Moreover, United’s October 2020 domestic flight schedule will be 33% of what it flew in October 2019.

The Death Spiral

Is Dollar General (DG) the most dangerous stock in America?

September 4, 2020September 4, 2020 daniel Are Dollar Stores a Bubble?, Dollar General (DG), Dollar General (NYSE: DG), Dollar General is not Sustainable, How Amazon Threatens Dollar General, Is Dollar General (DG) the most dangerous stock in America?, Why Dollar General Could Collapse, Why You Need fear Dollar General

Dollar General has enormous numbers of new customers, including the 55 million Americans who have filed for unemployment since March 2020. Thus, Dollar General bases its success on ordinary Americans’ misery.

The Death Spiral

Can Amazon Save the Simon Property Group from Oblivion?

August 20, 2020August 20, 2020 daniel Brookfield Property Partners (NASDAQ: BPY), Can Amazon Save the Simon Property Group from Oblivion?, Could Simon Property Buy JC Jenney?, How Amazon (AMZN) makes more money than Target, JC Penney (OTCMKTS: JCPNQ), Simon Properties’ Coronavirus Opportunity, Simon Property can survive, Simon Property Group, Simon Property Group (NYSE: SPG), Simon’s Cash Flow Collapses, The Overnight Retail Apocalypse, What to do with a Dead Mall?

Brookfield, another mall operator, and Simon need JC Penney operating to collect enough rent to stay in business, retail consultant Soozan Baxter claims. Simon owns 63 JC Penney stores and Brookfield owns 99 JC Penney locations.

The Death Spiral

Can Work from Vegas Save MGM Resorts?

August 19, 2020August 19, 2020 daniel Allegiant (NASDAQ: ALGT), Allegiant Travel Company (NASDAQ: ALGT), Can Work from Vegas Save MGM Resorts?, Can Work from Vegas Save Tourism?, Is MGM Resorts Making Money?, Is Work from Vegas the future of Travel and Tourism?, Las Vegas Attracts No Visitors, MGM (NYSE: MGM), MGM Resorts, MGM Resorts (MGM), MGM Resorts (NYSE: MGM), MGM Resorts International (NYSE: MGM), Work from Vegas

MGM and Allegiant are marketing Work from Vegas to affluent professionals in Chicagoland, California; Cincinnati; Indianapolis; Rockford, Illinois, and other cities, USA Today reports. Allegiant serves 58 cities from McCarran International Airport on the Las Vegas Strip.

The Death Spiral

Will Casinos Die at Caesars Entertainment?

August 14, 2020August 14, 2020 daniel Caesars (NASDAQ: CZR), Caesars Entertainment, Caesars Entertainment (NASDAQ: CZR), Caesars Entertainment Corp (NASDA: CZR), Caesars has no Value, Caesars is the World’s Largest Casino Operator, Investors need to Avoid Casinos, What Value Does Caesars have?, Will Casinos Die at Caesars Entertainment?

Mr. Market paid $41.32 for Caesars Entertainment (CZR) shares on 14 August 2020. Unfortunately, all El Dorado and investors are buying could be empty hotels and slot machines that gather dust.