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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (65508)11/24/2020 1:11:22 PM
From: Madharry  Read Replies (2) of 78821
 
of course its better to get lucky but what is your strategy for getting lucky? OT watching fast money it seems like ive never seen the people on the show more bullish. Just yesterday they were talking some near term correction but that was not part of the discussion today. Its been all this is the beginning of multiyear upside move. Personally I am amazed that DIsney is now pretty much at the height of precovid levels. expectations must be super high for this stock. I just dont see people rushing back to go to theme parks and cruises so quickly.

I think investors are much better off looking for comebacks like Macerich. that are still down trodden I have a bit more info on Macerich , I guess there are concerns because its more levered than Simon Group but the debt is not tied to the company . its tied to each individual property. which i think makes it more likey to work out extensions and changes in terms if required based on the cash flows of each property.

I think people will return to eat in upscale restaurants and shopping in upscale malls a lot faster than they fly out to a theme park or go on a cruise. Personally , I think it will be close to 2022 before i hop on a plane again and I am not likely to do a cruise for years.
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