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Boudrias

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Everything posted by Boudrias

  1. It appears you have been riding the momentum trades well. IMHO we have every chance of hitting the lows of March again so trading could be a opportunity as long as you can liquidate. Just remember that in March the "buy" side kinda disappeared.
  2. If arenas are not open to the public I cannot see how the CAP could be maintained at $81.5? All it will take is a C-19 breakout during the playoffs, if they happen, and all bets will be off. Players desperate for income might risk playing but how would rosters be managed if NHL regulars decide to sit out? I certainly would not blame them for doing so. There is talk about escrow being the balancing tool but that is a patchwork at best and will not stand.
  3. Maybe they have gone into the bush to get away from all this crap. I should have signed up from "Alone". 100 days in the bush would suit me fine. Has to be summer, none of this - 30 C crap.
  4. That Nashville series was probably the best hockey of his career. IMHO the only player who had a greater drive to win was Burr.
  5. We were in Paris back in October. Armed police and soldiers everywhere. At that their was a knife attack at a police precinct with 5 dead. Unbelievable.
  6. No doubt that working at home saves money in significant ways. Commuting, meals out, clothing and the real biggy day care. Still think the appeal will modify for many industries. My nephew is currently working 3 days a week at home. Splitting the week makes a lot of sense.
  7. Depending on the industry working at home will have limited long term appeal IMHO. It likely worked well during the shutdown as projects were likely already identified and being developed. Zoom is a fabulous tool. IMO a lot of companies benefit from the unstructured interaction of co-workers. Apple and Google often call their monster facilities campuses. People will start to worry that they will be left out of the loop if they cannot maintain contacts.
  8. Volatility and volume can be a traders friend but realize that this too will end.
  9. My gold buy will continue as I target 20% allocation. I will start taking profits as well on stocks held for years. When 2nd Qtr results start coming out it will start another panic. When people realize employment won't recover quickly the real estate market will dive. At some point government support will taper off and the mortgage deferments will end. The full fallout from C-19 have not been felt yet.
  10. How does the NHL foot the bill of lost revenue? Many teams are contracted to the full CAP limit as it existed to pre-Covid. Now the NHL is ready to re-open with empty stands. The NHL is still a gate driven enterprise. The losses will be in $100's of millions, even billions if next year is threatened by a Covid resurgence. The cost structure is collapsing.
  11. Good luck with that when there are millions lining up for that same job you want. Better yet since businesses are exploiting workers so much why don't you start your own business and show the world a better way?
  12. We haven't seen the true fallout from C-19 yet. Massive employment in small and large businesses that will not recover. Many people do not understand the confidence in future outcomes that people who invest count on. They also grossly over estimate how much people make from such investments. Many people who start businesses are essentially creating themselves a job. A small number gain traction and actually grow their businesses into something greater. Demand destruction is a reality. Governments are trying to retain the capacity of businesses to re-employ laid off workers. At some point they will no longer be able to do that. True capitalism demands the destruction of unprofitable businesses. It is very disruptive and causes great hardship for many.
  13. I think you can also work for up to $1000 per month over and above CERB without losing it.
  14. Its Friday. Markets are always nervous on Friday. Lots of traders cash out.
  15. Buffalo is pretty isolated, maybe there. Fans want playoff hockey, badly.
  16. TO will demand a venue as the Eastern time zone arena. Vegas will be on Pacific time for the late games. I cannot see 2 teams in the West. Edmonton doesn't work as all air traffic is routed thru Calgary unless the teams charter. Can you imagine the ice when it is 100 F outside?
  17. OUCH! I think they are doing better with the Bills. I agree that 3 years is not close to enough time for a GM.
  18. rumour that atifa wants a cut at the gate.
  19. Well I wonder what @SabresFan thinks about this? Miss his participation. Pegula might have money but when you put as much as they have into the team and it continues to sink then moves are in order. Just happy with the Acquilinis.
  20. If revenue remains constant then the CAP stays flat and there is no problem, I agree. But the NHL has been shut down for months and even the anticipated restart is with empty arenas. The NHL is still gate driven and lost revenue will lower the CAP. Maybe Betman can fast track the new broadcast contract in the USA to help. I cannot see business as normal for quite some time.
  21. For long term holders of stocks conditions call for a more conservative positioning. SOme selected selling into existing strength might be wise. My cash and equivalents are at 25% and moving to 35%. Managing my capital gain exposure down in anticipation of reduced capital gain deduction.
  22. I still think the CUP focus has to be in 3 years not this year or next. Build the team towards that goal. In the stretch leading up to that date the club will likely be in playoffs. I do not see Tanev on the club in 3 years. If he is it has to be in a bottom pairing roll or the Canucks are not serious contenders. At 31 I suspect Tanev wants at least a 3 year deal which I have concern about but the CAP hit will play a determining factor. Covid will play havoc with the CAP and likely drives it down for as much as 2 years or even more. IMHO the NHL will have to find some way of lowering contract costs to prevent cost structure kaos. Buyout swill have to come back.
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