Yeah, Door Dash has the same value as the global assets, cash and goodwill of The Ford Motor Company.

https://seekingalpha.com/research/330973-brad-thomas/5530162-macerich-upgrade-to-spec-strong-buy

fyi, MAC. Here comes SPG?

Set to start trading Wednesday, mid-30's, Symbol: AI

My guy is Jussi from High Yield Landlord and he has always liked MAC. I bought more MAC last week at 10.40. The price made me buy more. I sold off part of my SPG at $94 Friday afternoon. I would buy MAC over SPG at this point. MAC has more meat left on the bone I feel. I own both though. All part of the comeback plan.

Jussi from seeking alpha.

PLUG has been a big winner for me 3 times. I just pick it up on dips and wait for news

Totally off topic, but your guy Jussi must have Finnish origin. The country with best bread in the world! On topic, I’ve been sitting on MAC a while and glad to see the recent gains. Perhaps I should get some more

DE85B1C2-F5C0-4845-87AD-FDCE574C8BFE (resized).jpeg

MAC is either setting up for a breakout of a 4 year(!) downtrend, or is like catching a falling knife. Pick your poison.

mac (resized).png

Was just at my local mall today, even more stores pulling out. 2 of the anchor jewelry stores are leaving by the end of January. The mall is already bleeding, this next round of closing is gonna kill them.

I hate to speculate because it changes at the drop of a hat, but my cousin who works for the county DPW and mall management (MAC) said they’re preparing for a new set of severe lockdowns in New York, should start the 18th.

I know Ice keeps saying MAC but out of all the property companies they’re probably in one of the shittiest positions. Even Pyramid is doing better than them.

Oof. Hot off the press, this is not great for mall stocks.

https://www.cnbc.com/2020/12/08/why-these-7-us-mall-owners-including-simon-are-in-trouble-sp.html

I was getting ready to post the same article. I saw it last night. I sold my Tanger last week, but still glad to see it's not on there. It doesn't have as much risk from big anchor stores.

Good let's get MAC below $10 again so I can buy more.

Some interesting action in RKT past 2 days and in the premarket. We will see what happens. Still have 3,750 shares in tranches ranging from 18-24, and rang the register in the 30's. Still bullish on this company and I think Rocket Auto is going to be a winner! As for the bears...

hulk-throws-bear.gif

I think you are missing the real story which is short term investing in this one. Although MAC was trending down before the pandemic, it artificially fell off a cliff when the pandemic hit. It has lots of room for a partial recovery despite the fact that it will likely end up long term not being in great shape.
Capturemac (resized).JPG

Pretty much sums up my abnb opinion (I’m gonna get priced out before I even get in the door):

“This leaves me on the sidelines for this IPO for now. Had my brother been able to subscribe to the offering, even at the increased price, I would have suggested he invest, in part to get experience of public markets (his is mostly private niche markets and real estate) and in part because it's not a ridiculous price for a company with an exciting future. But with a likely pop and this sort of market, it doesn't seem like I'll be able to stomach participating.”

https://seekingalpha.com/article/4393805-airbnb-is-bound-to-be-exciting-trip-no-bargain

Anybody think Ciena (CIEN) is a buy now?

Capturecien (resized).JPG

Ameritrade is showing this IPO as starting off at $42 a share and starts selling at some time today. Anybody going to jump in or wait for the IPO dust to settle?

I dont get zoom crashing.
Does America think this is over and everyone is going back to work?
Going to take 18 mo to distribute vaccine just in USA.

It is what a 5 bagger in less than a year? I think there’s your answer.

I believe the fundementals of AI are valueable, and the CEO/leadership of C3 is recognized and demonstrated as being a fortune builder. While it might wobble from $42 a bit first few days, I believe it is an $80 by end of 2021 or sooner. I won't be worried too much about finding the bottom...

Sold some PINS to raise funds for this and (possibly) AIRBNB. When will it trade on the market?

Vanguard is showing it with a bid of 62, ask of 65. Don't think you're going to get it anywhere near the IPO.

China receiving information transmitted on Zoom hasn't been resolved. Privacy is becoming an important issue again. Expect Apple to introduce competition.

Why? Short term noise. I love these articles! Do the work to really understand these REIT's and what it's going to look like once we get to the destination!

That article doesn't even mentioned the SPG purchase of Taubman finalizing. Very F ing weak!!!

Do you know how many bankruptcy articles have been written about the cruise lines? Tik tok.

Keep buying that Rocket Greatest housing market in 30 years per Toll Brothers. Raised prices 5 times this year and all of the homebuilders went down on earnings this week. Blowout earnings that is. Tepid forecast.

Just bought another 50,000 shares of MAC

AI next

Btw, TTD and SE are fresh off new all time highs folks and PINS is consolidating for another run

BOOM BOOM

Now 78-81

I lowered what I am looking to buy on this. Very rich at this level.

Come on Ice, let's get real about MAC. You are buying enough shares where it makes sense because you are getting economies of scale. Most of the folks on this forum are trading around the edges of MAC. Nothing wrong with that at all, but they do not have the leverage that you have on MAC. I think they are in a world of hurt coming up after Christmas with anchor stores closing. Doesn't matter that vaccines are coming out in June, some of these tenants are not going to last that long. You are going to have a lot of pop up stores filling space for cheaper rates, which is not good for MAC. The retail shopping experience is being fundamentally changed forever due to this pandemic.

I am playing with house money on RKT because I sold out in the 30's, covering what I got. I am confident on what I see in RKT.

AI is pricing between 84 and 87. Silly. I have a day order in at 80 but will not chase this. They were. Good buy up until 50 but this is ridiculous. Business is too lumpy at this valuation.

Can’t justify AI at 100. Congrats to those that got in lower.

My dumb butt just bought 100 shares at $99 each of AI. I have a sell order in for $109. Too rich for a long term trade but it's volatile as all get go at this exact moment.

Congrats! I canceled my day order at 80 because that would have meant this thing dropped 20% and would be going fast in the wrong direction. I will revisit this stock later but I am not as high on this as I am PLTR based upon what I know they are doing in the federal space. Probably fine for a trade now, and maybe a longer term hold in the future at a different valuation.

Whelp... That took about 45 minutes. Easy $1000.

On a side note, DASH is now trading on the exchange... AT $187!

May make another go at it if AI dips under $99.

All public transactions registered today are between 95 and 115. I would think that anyone that got in at the lower end should feel very successful, and even more so as the year progresses. My opinion is AI is not a hotbox 100 person startup with a trick pony and a whiz kid ceo. It is a solid foundation to capitalize on artifical intelligence en masse for corporates. Tom Seibel is a name brand. My thought is I would hold it if I have it...

In on 100 shares at 99$ again. Lets see $109 again!

My problem with RKT is there are so many other better options imho to deploy the $$$.

You are missing the story on MAC. It's a whole lot more than "retail stores". Watch it happen! It's that thinking that keeps the opportunity still relatively good versus the overall market.

Read this article again to fully understand the "speculative strong buy"

But MAC is not a stock for this trading MOMO crowd anyhow.

https://seekingalpha.com/research/330973-brad-thomas/5530162-macerich-upgrade-to-spec-strong-buy

Again, this is just a short term trade for me.

Good luck on RKT COOP is a better value and i just believe, like the homebuilders, the sale of widgets is already baked in. Would never own either long term and if it's a short term trade i'm going elsewhere.

https://seekingalpha.com/article/4308787-mr-cooper-group-growing-mortgage-giant-never-heard-of

Ok, no AI at this point i think. Was hoping to get it much lower.

Door Dash now way. AI i'd like to own.

Just started reading this awesome thread and want to get a little more active with trading. This group has gotten me excited!

Just curious how many stocks in your portfolio that you are actively trading? Less than 5? More than 10? I understand it may also be a function of available funds.

We will just agree to disagree. MAC does not fit into what I am looking for right now.

Not saying RKT right now is the greatest stock. That period of time was when I was trading it. But, I think it has great upside.

Plenty of ways to make money in this market. Got to just pick what is right for you.

Market taking a needed pull back. Was getting way to hot. Stimulus package would turn it back around

C3.AI is a great company with a tremendous pedigree that is way over valued at these levels. They are having lumpy revenue issues, which is always tough. I am very happy for my friends that work there and hope they made a mint. Based upon what I know, I am more interested in the 70-80 range. You can probably trade it around a little at these levels but it is high.

My pure-play analytics/data plays for companies that are publicly traded right now in order would be:

Salesforce
Palantir
MongoDB
Elastic
C3.AI
Splunk

You are going to see a ton of AI/data companies hit next year. Pick your targets and ranges now.

Fwiw Andras is on HALO again today on sell off.

For the traders

I’ve owned Splunk and Mongo since their ipos

Holds for my clients

I love CRM and Benioff and will use the recent sell of to add this stalwart

Palantir? Oh yeah! Put that Rocket $$ there

AI run up is disappointing but let’s see if it pulls back or when it does

What’s your take on Unity software. U

I don't follow U so don't have enough to formulate an opinion.

When are you and I going to hop on that call we discussed? With all of the AI and Data companies going to hit the street we need to get you hip to what is coming down the pipe.

You know what’s funny? This CNBC article was written by the Daughter of the guy who Iceman posted the strong buy on MAC - Brad Thomas. FU Dad! Lol

I am serious on this. The credit of SPG went from what A to A- ? Right?

Seems like the way Tesla moves it consolidates, consolidates, slowly moves lower, then blasts off like a rocket lol. The downward move may have had something to do with starship exploding on landing. It was just a test launch and everything went well except for the last bit. Space x performance does seem to have influence on Tesla’s stock, it shouldn’t but it does.

ASAN on anybody's radar?

Got in yesterday with a 1/2 position at $27.34
Was going to watch it for a few weeks and buy the rest of my position but it's up 14%+ in premarket

Brad and Jussi are my two Reit guys!

Phenomenal research

Brad has a great tracker that breaks down the entire sector and various sub sectors

Wasn't Brad screaming to buy Tanger for years from 40 all the way down to single digits? He's been ridiculed for that forever.