The Death Spiral Archives - Page 5 of 22

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel May 2, 2020May 2, 2020 Is Lionsgate a Good Stock?, Is Lionsgate Making Money?, Lionsgate (NYSE: LGF.A), Lionsgate (NYSE: LGF.B), Lionsgate Entertainment Corp (NYSE: LGF.A), Lionsgate has no margin of safety, Movies Survive Coronavirus, What Value Does Lionsgate have?, Why Lionsgate Cannot Survive?, Will Coronavius Kill Lionsgate?

Can Lionsgate and Movies Survive Coronavirus?

Thus, no entertainment company could be more vulnerable to coronavirus than Lionsgate. To explain, they closed all movie theaters in most countries to prevent the spread of COVID-19.

The Death Spiral

daniel April 24, 2020April 24, 2020 Carnival Corp (NYSE: CCL), Carnival Corp and the Cruise Industry are doomed, Did Carnival Corporation Make Money?, Is Carnival Corp a Value Bargain Stock?, The Cruise Industry has a Pandemic Problem, Will Cruise Passengers Return?

Carnival Corp and the Cruise Industry are doomed

The data shows cruise ships are perfect transmission mechanisms for coronavirus and other diseases. Thus, I think there will be calls to ban cruise ships or bar cruise ships from many harbors.

The Death Spiral

daniel April 23, 2020April 23, 2020 Are Health Insurance Companies too big to Fail?, Coronavirus could bankrupt Millions of Americans \, Coronavirus will lead to Medicare for All\, Health Insurance System Collapse, How Coronavrius can Bankrupt Health Insurance Companies \, How Medicare for All could speed Coronavirus Recovery, How UnitedHealth could cash in on the Public Option, Is UnitedHealth a Good Investment?, UnitedHealth (NYSE: UNH), UnitedHealth (NYSE: UNI), UnitedHealth Group Inc. (NYSE: UNH), Why Need a Public Option for Health Insurance, Will America’s Health Insurance System Collapse?

Will America’s Health Insurance System Collapse?

However, bears will say we have heard this argument before. Remember, the giant banks that were too big to fail, failed in 2007 and 2008.

The Death Spiral

daniel April 6, 2020April 6, 2020 Could Digital Liquidation Sales Save Macy’s?\, Could Macy’s Survive?, digital liquidation sales, How Coronavirus can Kill Macy’s, Is this the End of Macy’s?, Macy’s (NYSE: M), Macy’s Inc. (NYSE: M), What Value Does Macy’s have?, Who Could Save Macy’s?

Frighteningly, Macy’s Market Capitalization fell from $7.605 billion on 2 April 2019 to $1.488 a year later. Additionally, Macy’s Market Cap fell from $4.022 billion on 2 March to $1.488 billion on 2 April 2020.

The Death Spiral

daniel April 3, 2020April 3, 2020 Berkshire Hathaway (NYSE: BRK.A), Delta Airlines (NYSE: DAL), Delta has no Margin of Safety, How Coronavirus can Kill Delta Airlines, How Much Money Does Delta Have?, Is Delta Airlines a Value Bargain Investment?, Kill Delta Airlines, One Delta true believer is Warren Buffett., What Value Does Delta Have?, Will Coronavirus Kill Delta Airlines?

Will Coronavirus Kill Delta Airlines?

Given this data, I have to wonder if Berkshire Hathaway will take advantage of the pandemic to buy more Delta, or all of Delta.

The Death Spiral

daniel March 24, 2020March 24, 2020 Here Comes Mortgage Crisis 2.0, Mortgage Crisis 2.0, What will happen to Real Estate?, Why the Real Estate Market Scares Me, Why You Need to Be Afraid of Real Estate

Why the Real Estate Market Scares Me

I think American real estate was on the road to catastrophe before coronavirus. Thus, all COVID-19 is doing is hastening the inevitable.

The Death Spiral

daniel March 23, 2020March 23, 2020 Amazon (NASDAQ: AMZN) resistant business model, Amazon is Killing Office Depot, Can Amazon Save Office Depot?, Can Just Walk Out Help Office Depot Expand?, Can Just Walk Out Save Office Depot?, Can Office Depot Cash in on Biometrics?, Could Coronavirus Kill Office Depot?, Is Office Depot Dying?, Is Office Depot Making Money?, Office Depot, Office Depot (NASDAQ: ODP), Office Depot Inc. (NASDAQ: ODP), Telos Identity Management Systems, What Value Does Office Depot Have?

Is Office Depot Dying?

Thus, I think Office Depot’s footprint of 1,307 stores in North America is its most valuable asset. For instance, Amazon could buy Office Depot and convert those stores into Amazon Go locations.

The Death Spiral

daniel March 19, 2020March 19, 2020 1. Royal Caribbean Cruises Limited (NYSE: RCL), 2. JC Penney (NYSE: JCP), 3. Seritage Growth Properties (NYSE: SRG), 4. Caesars Entertainment Corporation (NASDAQ: CZR), 5. World Wrestling Entertainment (NYSE: WWE), 6. Wynn Resorts (NASDAQ: WNN), Don’t Panic!, Royal Caribbean (NYSE: RCL), Stocks the Coronavirus could destroy include:, Stocks the Coronavirus will Destroy, WWE (NYSE: WWE), Wynn (NASDAQ: WNN)

Stocks the Coronavirus will Destroy

Thus, now is a great time to buy stocks if you can identify those equities Coronavirus will devastate. Therefore, I have compiled a list of stocks COVID-19 could destroy. Please note that this list is strictly my opinion, so there is no guarantee these predictions will be helpful.

The Death Spiral

daniel March 5, 2020March 5, 2020 Can CenturyLink Make Money?, Can CenturyLink Survive?, CenturyLink, CenturyLink Inc. (NYSE: CTL), Could Berkshire Hathaway Buy CenturyLink?, SpaceX, Starlink, What Value Does CenturyLink Have?, Why Warren Buffett could buy CenturyLink

Can CenturyLink Make Money?

Additionally, CenturyLink is a cash rich-company that had $1.693 billion in cash and short-term investments on 31 December 2019. Moreover, CenturyLink claimed to have total assets of $64.742 billion on the same day.

The Death Spiral

daniel March 3, 2020March 3, 2020 Chesapeake Energy Corporation, Chesapeake Energy Corporation (NYSE: CHK), Is Natural Gas Dying at Chesapeake Energy Corporation?, The Market for Natural Gas Grows, What Value Does Chesapeake Energy Have?, What Value Does Chesapeake Energy Stock Have?

Is Natural Gas Dying at Chesapeake Energy Corporation?

Chesapeake Energy claimed to own oil and natural gas reserves that contained 1.448 billion barrels of oil equivalents on 31 December 2018. However, Chesapeake admits it had just 496,000 barrels of oil equivalents (496 mboe/d) in production on New Year’s Eve 2018.*