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DCA_HORN

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Everything posted by DCA_HORN

  1. There was a run on humus at my HEB. Not one single one left. Freaking humus?
  2. If things got so bad that the markets close forever would it really matter?
  3. The resources that are available to ANGC is pretty much limitless. This will be played.
  4. Gov. Newsom by his own admission handles thing small to big. Read into it what you will.
  5. O'hare is a virtual ghost town right now.
  6. Flew to ord from iah today. Both airports seemed to be operating as usual. Didn't see many masks. Flight was about 90% full.
  7. Until they need to pay down their bb.
  8. There is counter party risk but it hasnt been a problem. Until now at least.
  9. Im sure the hilldebrands of the world will scoop up assets on the cheap. What banks are merging besides iberia and SunTrust deals?
  10. EOG is a strong company. They are the best non major. Fatigue is one thing but you know as well as I that banks dont want to recognize more losses immediately. They would rather kick the can. Maybe this is like the 80s and a bunch of friends and family type money scoops up pdp at a big discount but I'm not seeing it yet.
  11. I'm not sure there is anymore. How many companies did the banks take control of last time? This maybe severe enough that that happens but we shall see.
  12. The handful of companies with a strong balance sheet.
  13. Recognizing losses and more bk yes but who is going to buy the assets? And the banks arent going to take the assets.
  14. The hedges will help out on the borrowing base. The banks take that into account. The banks mostly don't own the hedges. They try to offload the position to a third party.
  15. There are going to be a lot of companies going into workout this spring. Don't know much about aethon except the name.
  16. So for the record last night was clearly out and that was safe?
  17. High strike zone yesterday. Low tonight.
  18. Million dollars a game or so ain't too shabby.
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