 Market kind of came up pretty clean is alive. Alright, so we got some interesting earnings for today. We have diamond back energy We've got the Clarks company Chigs NXP a vis budget group and Mosaic Simon's property group, which we just started that play on Um, I look you want to see this company die though a vis budget group because they ran so much it's almost like At a point of stupidity of how much they ran Oh, I totally forgot about this company. This is like, um It's like another semi company in a way They've been running up all year, man Um, cr us earnings per share is $1 82 as opposed to $1 63 Sales is 465 mil as opposed to 450 mil Chief financial officer to retire. Oh, that could be a little bearish Um, this is a 44 increase compared to the same period last year And 34 increase in sales compared to last year. Where's the stock trading last year around the 70s? Right now is that like 82 Okay Pretty cheap Pretty cheap. You would think the stock would run a little bit further I kind of like that. That was a pretty interesting That was a pretty good earning and the stock is relatively cheap to a certain extent So look at the market bubble real quick Damn tesla on another tier today up 8% almost Tesla is literally going parabolic man. I don't know where it's going to go at this point um Franklin resource also went up a lot today 11 percent This is like a super og dividend stock and So it almost never made this move. So people had calls on it Probably like up thousands and thousands of percent Las Vegas sand for whatever reason decided to run today as well Feels like a trap at this point. Wow four is also up a lot Starbucks huge recovery we might we might we might come back to life at 115 man Sheesh Our line had a pretty good earnings as time doing some recovery there Discovery I'm refining some bottoms that might be something to get into tomorrow Maybe some continuation back to $26 Facebook Recovering well Home Depot finally it's about to die Google not looking so hot Netflix neither Microsoft. Yo a lot of these big techs aren't looking so hot So Microsoft just got that red candle um, that's looking kind of sus Google as well big red candle close lower than fridays Super sus and like home people too, right? Amazon as well All sus Yo awesome friends, thanks for subbing man. Appreciate you supporting our channel. Thank you very much For eight months. Yo, what that's crazy. Oh, let's check out a chick. Ooh Oh my god chicks got molested Should have done a lot of play on this, huh? I knew chick was going to be a wolf though. So I knew like it was definitely wasn't going to be a calendar play Because almost every time chick had earnings It was either like up a lot or down a lot But they've been going downhill lately Let's check this out. Let's check out the earnings net income 33.9 mil Sales is 171.9 million missed estimate of 174 Compared to last year. This was like 11 percent increase Eps is apparently 0.2 in line. They said Sales for next quarter is weak weak as hell 194 to 196 mil as opposed to 240 mil Um, they expect to miss the full year sales guidance as well. Let me pull up real quick on chicks I think chicks is just like Like chicks is one of those stocks that just like overran because people like it, you know Like college student like it and all that stuff and they just think it's a good investment But honestly the company doesn't really make that much money So it's you know, because it's kind of parabolic like look man, the company was trying to eight nights. That's reasonable value It doesn't do a lot of things Um, and then it even went as high as to like 30 40s But then we here it just went nuts, you know, it's like 100 something dollars And it just got to the point of like unreasonable value where the earnings per share wasn't even catching up because Chick's been around for a long time Like I even used chicks when I was in college and that was like a long time ago, you know Back in my days So last time the head earnings big drop as well 96 to like 80s Um, even this earnings, you know, it was like pretty pretty wild there This earnings too big drop from 87 all the way to like 72 So it's pretty common for this company to have big drops on earnings Like even 88 to like 78 so $10 drop So we were over here. I wanted to like start a short position on it Like a bearish put position, but it was already down so much. I didn't want to kick a dead horse, you know, like It's like, you know, like it's already at like this level here Pergiver take and I was like, man, how much more can this decor first go, you know And at the same time I wanted to start flat clay, but then I was like, nah, it's too volatile It's too volatile as a company So next level would have been like 38 ish, but then I was like, nah, no way, right? So I didn't really want to start that position So these are some levels that you know could have been like possibility them check 46 and 38, but Check you man Yeah, awesome friends, man. You've been around for eight months, bro. Thank you. Appreciate that, man One of the first subscribers, damn. You're one of our founding subscribers, bro. Thank you very much Young bo's like brah Why is check down so much? Shouldn't be up to the students What's up, professor glass Dylan Um, old earning. I did not go over old earning this morning. We can check that out Um, let me check out some of the other stuff. Oh my god, dude What? Avis budget group up again Dude, this this stock is like tesla. It's like the tesla of rental cars, man Like look at it. Look at it, man. Look at this It was as low as $10 if you bought this in march 2020 if you had put, you know $1,000 in march 2020 you have 17,000 or 18,000 right now Oh Oh, no one that I was like, I don't remember this us and friends guy sus Now it makes sense This this freaking guy x y triangle Um, let's see. So Avis budget group I gotta ask my friend what's up, man. He keeps telling me he thinks the company is going to going to shits But um, because he works for for like the headquarter in new jersey here Is the headquarter in new jersey or is that one of the sub hit Now i'm pretty sure he works at that um Our needs for sure is type 74 as opposed to 650 Sales is rebuilding as a 0.72 estimate Margins is retarded they make so much money margins Um, 850 increase compared to the same period last year And 95 percent increase in sales compared to the same period last year So let's see where the stock was at compared to last year Company was trading around $29 now is that 181 actually 182 How do I even do the math from that? 29 Like if it was 29 time sales You know, it's like 95 or even rounded up to 100 right that would put to around like 60 dollars 58 dollars, you know, um, but if it was times it by percentage of like 8.5 But around 200 something I mean 246 that's too crazy I don't know how I don't know how like how they can continually go through that though that would be wild What's up mass appeal? Wow, man What a monster What a monster of a company What's up Gemini Any opinion on Pfizer going to earnings? Um, we did take a lot. We did took a lot of position on Pfizer in our stock account challenge The next race, I'm not sure if you're with us or not Um, we're a little bit I'm I'm personally a little bit bullish. I mean not not bullish bearish to flat fish on Pfizer I mean, I like the company overall I think But I think they could potentially get stuck at this 43 to 42 dollar range. So I started this pretty um Pretty flat to bearish position. So kind of expecting them to Stay on the 45. No, I could be wrong, but If they could stay between 44 Um to 42 range We could potentially make a lot of money um, you know But if they blow past 45 plus we're in trouble If they blow under we're also in trouble, but I don't think we're gonna go under I think at worst case will probably stick around 42 because they got the vaccine news They got all the good stuff by the same time. That's also partially priced in So if there's any I know about Pfizer they they're like slow as You know, they're slow as hell, man. So they might not move that much So I'm kind of expecting them to be within the range That makes sense Oh, yeah, if you guys have a chance Um, please check out the survey that young bull posted um for our October trading Post here Um, and then vote for the people that help you out, you know any analysts that gave you great insight profit knowledge So, you know kind of like just pick wherever you like and and let us know Young bow don't forget to vote for my boy young bow on the list here and you know Angelic or kj or moonshot any of these guys that that's help you out personally or in the chat And then also don't forget about contributors and junior trader moderators like like hawaiian beef you know or like JP Omar And then we got some of these other people that hasn't been up yet You know ube is here interesting um you know like like combs or all right dizzy Or even tom p if he's still around or as westward equity. I'm not sure if tom p is still around Haven't seen that guy for a while If you are to prefer the following which one would you choose? 45 to 80 75 to 85 large loss Or 45 small losses. What? Does that even make sense? Wouldn't it be like large gains and large losses with the 45 to 50% win rate? Is this a typo? Interesting. Oh, what would you guys pick? Which one are you guys going with? That's a good question, man freaking beefy Oh mck raised their guidance. That's pretty bullish keep an eye out for that They just pop big pop after hours. Holy smokes 208 to 216 So mck is a pretty essential company um mck is a leading wholesaler of branded Generics and specialty pharmaceutical products to pharmacies, right? So they're retail chain independent and mail orders hospital networks and health care providers along with american source bergen and carnal health the three accounts Well over 90% of the u.s. Pharmaceutical wholesales industry outside the u.s. Market mck engages in pharmaceutical wholesales and distribution in europe and canada Additionally, additionally the company also supplies medical surgical products and equipment to help care facilities and provide variety of technology solutions for pharmacies So this was a huge company. I took a big bit on last year Uh when covid happened and they were like extremely cheap like $130 range So now they're like $200 plus which I think is still pretty cheap Because this is the company like distributes everything from like the vaccines to like You know things related to the vaccines to all the other drugs And they're a very long-term company. Um, they've been doing really well extremely good earnings and stuff Let me see what the earnings for share was Thank you kip. We appreciate you man Oh yang bo don't forget to post on the youtube side too Um, so mkc reported earnings per share is six dollars and 15 cents as opposed to 466 Sales is 66.58 billion as opposed to 63.12 billion Um, this is a 28 increase compared to the same period last year And nine percent increase in sales compared to last year Let me check the stock price if here's last year last year stock price trading on like 140 150 to like 185 Two year highs puts around like 173 172. So we put around there 172 times 1.09 puts around like 187 So somewhere between 187 to 220s If you're calculated by in terms of like EPS and margins increase Which is uh, somewhat of a closer calculation would be like 220s Um, if you calculate a strictly in revenue, it'd be like around 187 So if you see a comeback down to that range, it's probably a good buying opportunity Because there's some support there too at 187 actually Let's check out Clorox. They've been missing the last few earnings. So let's see how this earnings do Oh Clorox is a big move after hours Young bowl's favorite company Yep, I'm gonna look at I'm gonna look at relative income group. Um, right after this. I got you They were this morning, I believe So Clorox earnings per share is $1.21 as opposed to 103 estimate Sales is 1.81 billion as opposed to 1.7 billion We affirmed the guidance. This is a 62 percent decrease compared to the same period last year And five percent decrease in sales compared to last year. So they were struggling a little bit Having extreme hard time beating last year's numbers The company was trading almost at $220 last year And you know before earnings today it was trading out like 160 So this dropped a lot compared to last year's highs On a two-year high basis though, the company is pretty close March 2020 the company was trading around like $778. So I still think to a certain extent the company is still at a discount You know, if we look at a two-year basis You know, um growth two-year growth basis I'm pretty sure they're like they're probably still growing pretty well in a two-year Two-year time frame But obviously it's going to be very hard for them to beat last year's numbers because last year was like the peak of covid So, you know, they they probably have a ridiculous amount of sales on that sales decline So so they're still having a 21 percent net sales increase on a two-year stack basis Which is good So the stock is extremely on the value at this point based on that two years basis Which is what I was just talking about before um The other thing is though they are driven by lower gross margins lower net sales and one time On cash we measurement gained in the year ago. I was just talking about how that didn't count But they are driven by inflation These situations where materials are costing more. So the environment remains valid time We expect cost pressures to persist our first quarter performance couple with the actions we're taking puts us on track to meet our fiscal 2022 outlook Importantly, we also remain focused on delivering the cancer our strategic priority to create long-term value for our stakeholders It's a good company. I like it long term. I don't see why not Just not a popular company, man And honestly They need a good sales team, man They need to be selling more clerks. They need to like they need to be selling clerks like liquid gold man They need to go to the gyms. They need to go to the casino. Yo Clarks Clarks Clarks They need to just drop people's face They need to like do more marketing to The spg come out I miss it Damn spgs up at the hour scam Uh, let's check out the relative income group from this morning So relative income group reported this morning Um, they came back down from the five day highs of 74 dollars Um, this morning was quite a drop seeing some recoveries and drop again A little bit kind of weird here so AFFO was 80 cents up from 86 Sales was 464 million feet estimate for 42 Um, this is a 2.33 increase compared to same period last year And sales was a 12 percent increase compared to last year So it looks like sales are doing good. Um, earnings are good They also increased the guidance as well From 3.44 to 3.49 to 3.53 to 3.59 So overall, I think it was a pretty decent earnings. Let me pull up here Net income increased a lot compared to 2020s Whoa They're doing some big things This is apparently they invested 1.61 billion in 308 properties And properties under development or expansion including 520 532 million in europe Debt to evit DA ratio was 5.5 times Oh, yeah, they also they're also doing a merger 2 percent annual growth Based on this point revenue was definitely doing better than last year Income per share is doing better than last year so far So rent collection is back to almost 100 percent, which is really good back split and coming for a net Did they announce that? Yo, what's up be at world? So this is pretty good. Um, so last year I remember they were struggling. They had like 65 70 percent They're 99 percent now that means everybody that's renting them is paying them They don't have any debt intended anymore on the commercial side. So that's pretty good And and you know, obviously with amc not collapsing is also a big thing for them as well because Theater industries, you know, they're also announcing dividend increase Buy more buy more I might sell another put position at the 70 dollar strike and see if I can assign You're waiting till we enter all as well me too Um, I think like two three months ago. I saw a put position at the 70 dollar strike um, I think they were 66 at that time and I collected like about four hundred and seventy dollar premium on it And I actually end up getting a sign shares at 70 dollars after collecting the premium And then when it ran to like 72 is I saw calls against it at the 70 dollar strike again Um, I usually always sell one month out for oh And then the cost that's taken away. So I've been waiting to get back in Um been looking for opportunity, but it's been trading pretty strong above 70 Really one of my favorite real estate stocks So these are some of the ranges I had on it last time we had that buying up between $65 that was huge discount Oh, actually even following this chart pretty good out. So I didn't even anticipate this move here Um, did not even see that coming because I haven't been looking at it for a while But actually if this move comes down, this is a partial buying opportunity here And this would be a secondary buying opportunity at 65 if that happens again So I still think it's going to eventually come back to pre-covid levels considering how great that report was 99 collection rate and you have like the fact that the movie industry isn't going bankrupt anymore For them so this should be okay That's the chart on oh you guys want to check that out You sell $65 puts every month Sometimes if I'm like really bullish on the stock like last time when it hit 65 I sold 70 dollars because I believe like it was gonna bounce there. So that's why I like to sell it a little bit above But it depends on like, you know, obviously selling 65 is the better opportunity um Because you know You need the direction you'd be okay Then you can usually only sell monthly on it too. So But if you're bullish next time it hits 65 try selling the 70 man It you get pay a little bit more and it'll pay it off a little bit better slightly better Because you also want to get a sign too, you know in addition to collecting the premium Oh, you know what else came out um skt also came out So skt is also like in the real estate industry, but they're a little bit like more tg um Oh, yeah Winner bagel killed it today today The good g. Oh one of the other stocks that a few of us were like We're like we're like scared about they're like, oh no, we're gonna die So tangers factory outlets With those new guys that aren't familiar with tangers factory outlets It's pretty cool. They're pretty big mall. They're like like this They have these centers where you go to have like microcores, which you know that stuff Um, you can check out And I've been running a lot of promotions too. It's a pretty cool Pretty cool company, but I don't know how much money they make though FFO is 47 cents up from 44 sales is 112 as opposed to 91. So they're doing pretty good Um, seeing some recovery from last year of 8.9 percent company at pre-covid level was 16 ish So it's already recovered to that or even a little bit more than that So if anything out of all three companies between spdo and tangers, I would think this one probably would cover one of the like We cover way better than the old other ones And you know in regards to how they're doing as well Maybe net up 25 dollars at the hours Yeah, b.i.i.b back over 270 I was a little bit worried about it. I was considering cutting it today when it hit 273 Um, but I think I'm just gonna hoe man. I thought the market was gonna go down soon But you know what I have enough positions to handle both sides So I'm gonna keep this as one of my bullish positions is looking a little bit better on the chart too on the iib I remember you had me look at it when it was like 260s and I got a little bit shook shaking myself But it did look like that was the bottom starting to look like that was the bottom So hopefully it doesn't do this and and you know, I know it's a lower low I think it's gonna I think if it continues to move we'll probably get back to 290 level and we'll be good I only have 100 shares right now. So Um, I'm I'm praying man. I'm praying with you Hoping it plays out with us Mxpi we poured it as well Wait, so the a net said they were gonna split. What did they say? Or you guys is joking with me? Oh, shit. You guys weren't joking. They they are gonna do a split a net's board director has also Approved a four to one split to make the stock more accessible to her Based investors each shareholder at the record of november 11. Will we see three additional shares or every share held on record day? Oh Forget it. Let me go to my ipk. Yo, yo, yo guys, you know, ain't that's a pretty shitty stock Don't go too ham on this uh split It could be like another isrg It's a pretty like unpopular stock man. I mean I will buy some shares right now But I'm just letting you guys know it's pretty unpopular stock Don't go too crazy Let me see if I can catch that dip move What do we have for oh, ah dang did it it why why is my candle showing the move back to 408? Is it did it move back to 408? Hold up Give me a second guys. I'm trying to pick up some shares That peak all-time high man It's also hitting the top of the trend line today too Huh, why do stocks it when they're all-time high? Their liquidity is really bad. I don't even know if I can get fill You got me you got me No, but it is it is a crap company like Like um like in the sense that really really bad liquidity Um in that sense, so like I have gotten like great before so just Giving you guys the heads up, you know Like it's and you have these same guys selling positions too, man unloading, you know Like they know they're doing a stock split. Why are they unloading? You know, I mean I could take a look at these for you guys in a little bit. Give me a second Uh, we're just talking about this a net stock split right now So a net is a software and hardware provider for the networking solution sector Operating as a one business unit software and switching and router products are targeted for high performance networking application While service revenue comes from technical Um support customers market and mobile data centers at its price Service providers and campuses the company to take order in Santa Clara California and generates most of the revenue. Um, I don't know what it says after that in the america It also sells in europe middle east african asian specific So but as you can see like liquidity is really really trash here. You see like the after hour volume is like It's all over the course man. All over the course So that's probably me getting filled right here for like my my my 20 shares at 433 Because I don't want to start a big position. It's such like a such a weird stock, man We can completely get annihilated here too, you know, because it's like four eight to four thirty three It's already a big move But let me read so that we pour it to see if it makes sense in the first place because generally I'm pretty bullish on like generally. I'm pretty bullish on stock splits Um, and I like companies that do stock splits because they naturally are bullish for the company They naturally run a little bit further So here's here's them saying that know them November 1st the company is You know announcing a four to one stock split um, and they also Increase the authorization to purchase Um, and buy back additional billion dollars of their shares. So what's the billion dollars to this company, right? Market cap is at 31 billion Um It's like three percent. Yeah, three point three percent And stock price already gone past that, you know Um, in that sense as well. Well, let's see how they're doing overall Revenue seven hundred forty eight an increase of five point eight here 5.8 percent compared to the second quarter. So previous quarter Um, and 27 percent. I mean 23.7 percent compared to last year's Um, that's good margins a little bit weaker Compared to previous quarter, but a little bit better compared to last year's DPS pretty good compared to last year They said we're experiencing strong demand for our pioneering Flying to cloud networking portfolio across all customer sectors Despite a challenging supply chain environment, I'm pleased with our delivery of another record border of AFTA's financial result in 23.7 billion dollars And only they come here with some stuff They're selected to build a trillion security exchange mixed generation campus network Interesting So these two last things are pretty bullish I don't think we see a guidance. Do we know we do say we do have a guidance Guidance at 775 to 795 million What was the this quarter? More than this quarter That was me here and now I gotta unload some garbage in my portfolio But yeah, it's so some some of you guys asked about some charts on the youtube side IMMR What is this emerging corporations? Looks like they had a very big move today Coming into a little bit resistance on the the chart here You got slight resistance here at 9 9 27 looks like we We you got smacked off a little bit from that Next level next big level could potentially be like Somewhere in the tens range To see some resistance there as well Okay, so that's IMMR CSCW CSCW was pretty big a while ago Through to NFTs NFTs making another run again. It's looking pretty good on the chart why so you have like You have some major support here. I was looking for it to touch there Didn't look like we're gonna touch it. I do have small positions of of this company Because we're getting a lot of popularity in crypto again and And like, you know, it's since this kind of crypto related. It's like why wouldn't this stock run, right? So it's been lagging a little bit a lot of NFTs companies could potentially be making a comeback so These are some levels that we're looking at CSCW So this is also another good level here So 71 cents was was a good level resistance. We got to move an average resistance here 85 cents And if we can get through this level too, if we can get through 85 cents I'm pretty sure we can come back to 124s here. So that would be pretty good if we can come back to 124 That's probably where I would unload all my positions CSCW I hope that helps man AMD let's check our MD real quick AMD moves today pretty flat-ish You know, AMD we're on the trend line resistance here could go either direction honestly But it's not an area. I really want to start a position right now just because If I were to start a position a semiconductor, I would probably start with TSM right now AMD is like in this like almost like a possible reversal pattern to the downside Um, but who knows man, it could do the same thing that Tesla doesn't just blow up, right? But there only wasn't as crazy as the previous quarter And then the other company xl and x is going down a little bit too as well That's kind of what dragged AMD down a little bit. So I'm leaning a little bit to the bearish side But hey, man, if momentum comes in I could be completely wrong I quality ask how do you use the emas? Um, it depends everybody using differently. Um, like for me, I have three on my chart so, you know, I'm looking for them as supporting resistance And some people look for crossovers as like, you know, like golden cross and teff crosses and stuff like that It all depends on your trading style whether you're swing trading your day trading and stuff But I mostly just treat them as like support resistance But I mean if you want to if you want to learn a little bit more we also have mentoring We also have mentoring sessions as well So like for for a lot of extra members if you guys upgrade to like Lifetime you get two hours of mentoring and you can pick between like a few analysts whether it's JTW, Time Park or me And you know, we can all teach like our different styles and stuff Then you're ready to use your thing yet xy the spg come out yet Damn xy you know who I think you should get mentored by What's up three days? No, cool xy I think you should hit up hit up hit up my boy vix trader man He's also part of the mentoring team Elliott waves bro Why is google down today? Let me see. Let's look at google chart real quick. Google had a pretty good bounce there. Um It looks like we had to move down a little bit I don't know what to tell you man Let me see Oh, because I'm a group that we poured it apparently there was a lot of sweep today on the google side for For 2,900 calls Oh, there was some talk about the youtube fight um between amazon and google a little bit there Google is getting beat up all day today holy smokes It looks kind of bearish I mean we have that The top resistance from previously breaking under that. It's kind of pretty ugly I think there's a possibility for google to bounce maybe at um At the 2816 level We don't bounce from there um That might that might not look so well What are you talking about? What 1500 for arc You mean 150 Arc is only trading at 125 Oh tesla Wow, look at this breakout viewsy What a move So viewsy looks like it found support at that 960 level um And it's making the move back up So we got some resistance right here I think we touched it today a little bit Yeah, this is a level I liked to previously So I think I think we're we're touching that resistance a little bit on viewsy here That's a 1392 we closed above and so that's pretty bullish But if we go under 1390s, that would be pretty bearish Closing above it means we could potentially move to the next level Next level is like 1550s 1550s and then after that After 1550s is like potentially 19s man, holy smoke It's a big move for them. Why are they moving up so much? Oh, yeah, I know why they moved up so much It's because they're like in the ar space and facebook announced the metaverse thing So now everybody is hyped as hell about like metaverse So no wonder they're moving up. Oh snap Let me see the flows man. I feel like that could be the next opportunity That could be like the next retarded run People are shorting it today Oh, it's shit. Everybody and their mother is shorting it man They've been shorting it all day for the last seven days So everybody and their mother man, they're just like Who buys a 45 dollar put on it unless they're extremely bearish on this company They think this company is trash Like for somebody to buy 45 dollars in the money put When the stock is only at 10 dollars at that time They hate it Yo, hold up kid imagine the announce they have a partnership with facebook Oh Where would this go? Where would this go man? I don't know a 45 dollar put is not a hedge bro a 45 dollar put It's like i'ma shoot you a lot of people selling the ten dollar calls at the bit So people are selling cover calls of ten dollars. These people are regretting right now. They're regretting so hard It's gonna run away from them and then you got people selling eight dollar calls Regretting right now And then people bought more put For january 2024 12 dollars They want this company to die. What do they know? What do they know that? I don't know right now November 19 13 dollar cost sweeps So that's not a call on the buy side. That's called the sell side So more cover calls being sold GG Short interest good question. What is the short interest? What is the short interest? 21 percent bro So we're looking at the uzi So their short interest is at 21 percent right now And those people so So it's already starting to get heavily shorted anytime a company gets like about 21 percent That's already like slightly heavily shorted right and then you have these people making like Like special short positions. So like this this short position. It's like uh, it's like an advance It's more of a smarter move on short position, right? Nobody would ever really do this You know, unless they're extremely bearish bearish in the company buying a 2024 12 dollar puts, you know what I mean Um, and then like this one this one over here where they bought like 45 dollar puts at the ass Like this is being omega short. Like that position costs money, man. Let me show you the uzi So there's a company out there that is like shorting it They're longing to put They just bought the max strike dude. They bought the max strike so The reason somebody would buy the max strike on the put side And and there's only one reason for this is because a you're not paying premium You barely barely paying any premium when you do that and you have to be extremely extremely bearish So if the if you know if if the stock moves to like 40 dollars They're going to lose a thousand two hundred dollars. So it cost them like 2,700 to make this position So the rest of the war isn't even there. So the only reason they buy that is because they're extremely bearish And and that's and they don't want to pay any premium. So they buy super out the money on it They probably have like doubled the position right now because it costs Different at that time. Yeah, nobody would make that position unless they're extremely confident That's true. Even like even the math I was doing Um, tesla was already over value like even at the math I was doing the best value for tesla is at like 80 dollars I mean not 80 dollars 800 dollars. So right now is like way nutty And that was me being generous, man Why not do This is like the same thing right vr ar whatever This is actually a little bit more bullish than vuzi. Oh, it's already a big move already Huge moved all-time highs at 23 that's september 23 Yo, can vuzi do the same? Can we do the same here? Can we make that move back to 32s? Rape some people I might start a lot of position for this. Um, let me see In november 19 is pretty far out before bullish Oh Cheap This is cheap. You can do a you can do a no premium spread From like 14 or even 15 man You can do 15 to 20s Like if you think it's gonna hit from 15 to 20s by november 19, right? Check this out. Look at this position This position is dumb. We tired it You're risking 80 dollars to make 420 dollars, right? If this position if we get that move back to 19 dollars like Like like we talked about a signal to like 19 What was it 1950, right? We're risking 80 dollars. You could potentially make anywhere from 170 to 200 Other 80 dollars risk. So that's two times return, man If we make that move from 15 to 20 So what you're doing is you buying the bull spread from 15 dollar call side to 20 dollar call side I mean you sell the 20 dollar call side easy money, man Oh Oh, yeah, we checked out the clocks er today. It was pretty pretty reasonable They didn't make as much money as last year, but still a pretty decent company overall. Let me check out SP Looks like it's up left hours. We didn't get that move downside that we wanted Let me see what they said produce mass impressive third quarter results. They said Oh, they increased their four year guidance and quarterly dividend. That's pretty bullish, I guess They did take a pretty big L Once from operation was 1.17 billion They made a little bit more from last year 52 percent increase But obviously they're gonna they were gonna make more from last year though Occupancy isn't that great though at 92.8 percent. So not full yet base minimum rent per square feet was 53 dollars I would think that's a little bit on the low side actually But they're all over the country. So compared to new york, that's like nothing That's like pennies on the dollar because I think new york's like I was thinking per year That's actually pretty good. Oh, they started a premium outlet in japan Projected to open 2022 october simon owns 40 of this project They also have another one in south korea And they have a 50 interest in this center. It's pretty interesting. They're expanding worldwide So compared to last year they made a little bit more Um, but I don't think that justifies like the huge move they had from here to last year So last year company was trading around 60 dollars 62 dollars right now is that 154 so almost like 1.25 125 increase Compared to 2020 levels, they're pretty close to that 2020 levels but I don't think they they they like pretty reasonable here because they took some losses over here In that march to march to like july i quarter I remember correctly. Yeah, so they took some losses here And some losses here where they made almost no money And they still haven't they still haven't made back the money that they usually make so So 2019 quarter, they made about 1.4 billion this quarter. They only made about 679 so Still in recovery phrase where they haven't come back to that level yet and stock price already here Yep, let me show you the colorex er And then i'm gonna end it So colorex earnings was dollar 21 cents as opposed to 103 So that was a they had a beat A little bit better than estimated sales is 1.81 as opposed to 1.7 So that's a beat top and bottom However, compared to last year was a 62 decrease because last year they have crazy year, right? Orox and sales is 5.7 decrease compared to last year But the company is also we trace a lot. It's coming back to this support level in 2018 and 2019 at the 160s range And we had a nice bounce off there to 173s So overall, I thought you know, I thought that at 160 to 3 I thought colorex is pretty over on the value So because that's one of the pre covid levels And you know, obviously the company like benefited a lot from last year And even though they didn't make as much sales this year compared to last year I think they still had a pretty good growth on a two-year basis compared to 2019 So compared to 2019 they had a 30 growth And and you know stock price is trading at the levels of 2019 and pre covid So if we were to take 30 growth from like 163 That would put the company at over like 200 So at the current price pretty cheap Unless inflationary pressure continued to hurt them But we could potentially see move back to 181 next If everything continues to be bullish I think that's pretty much it for today boys. I'm gonna end it here We're back here tomorrow at the floor to go over some of the other stocks from visor vp Under armor activision digital turbine This is a little group very interested in that one T-mobile xpo kind of bullish and xp a little bit And so on Yep cl at pfp at the tomorrow Oh, no, I bet you a lotto to the upside, right I hope it works out for you, man You think apps gonna bust We see I'm excited to see xpo though. Um, because xpo is a logistics company I would think they're making the buttload of money, but hey, who knows, right? Think mom, I'm gonna lotto some from 87 and up I feel like they should be making buttload of money Like how how are you not thinking? But yeah, take care guys