Gapping up In reaction to earnings/guidance: •$汽車地帶(AZO.US)$+2.7%,$雅各布工程(J.US)$+0.9% (reaffirms Q4 EPS and adjusted EBITDA guidance) Other news: •$Purple Innovation(PRPL.US)$+32.6% (confirms it received an unsolicited, non-binding proposal from Coliseum Capital Management to acquire all of the outstanding capital stock of Purple for $4.35 per share) •$KnowBe4(KNBE.US)$+24.9% (received a non-binding proposal f...
$以星航運(ZIM.US)$$環球租船(GSL.US)$$達那俄斯(DAC.US)$Personally, I absolutely loaded the crap out of my portfolio on ZIM, DAC, and GSL with the massive sell off, and even sold positions like Disney to do so. I may get bitten in the ass but the fundamentals to me are as solid as they can possibly be. But I won't lie, the volatility is a little bit nauseating especially on days like today. Hope this helps. Feel free to comment if you have more questions.
$以星航運(ZIM.US)$$達那俄斯(DAC.US)$$環球租船(GSL.US)$I can't comment much on land transportation stocks, but the fundamentals for containership companies (especially ZIM, DAC, and GSL) ate absolutely rock solid and support incredible profit and cashflow well into 2022 as high rates are expected to persist well into 2022. They are valued ridiculously cheap, with their P/E ratios between 1.3 to 3!! I am not as well familiar with the dry bulk sector but they are also similarly priced extremely cheap. The market mispricing, at least to me, represents an excellent buying opportunity especially ahead of earnings in November. As an aside, some of these companies are expected to give special dividends in excess of 30% in 2022.
oachkatzl : TTWO...四 = 4,六 = 6
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Alexwu5 :