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Robin Energy RBNE the next big baggerx50 ! Go to 120$ soon
what do fellow apes think about SFL
$SFL - Tomorrow I am very smart or very poor
($SFL) - A Case for the Return to Normalcy in Q1 and Q2 2021
Short term tanker stocks for Suez Canal blockage shipping disruptions (NAT)
Tanker gang (NAT and DHT) is back with the Suez Canal blockage
Suez Canal blockage, is the tanker gang back?
There is a massive ship blocking the Suez canal. What it means for shipping stocks.
Mentions
I got one for ya D energy. They are being bought out by NEE for .813 NEE shares per 1 D share(great ratio BTW). The deal will take 16-18m to close D pays a 4% Div so not dead $ as you wait also if the deal falls through NEE has to pay a monster break up fee & D is worth having alone. The new NEE after the deal closes will be the largest power provider in the nation for both residential & Data Centers & will run from SFL all the way to WV.
Internet/Social Media investors are not generally interested in the easy money. This distinguishes them from people like Buffet or old school retail investors who just say OK there is an oil war in the Middle East I will buy oil stocks. Social Media people will do nothing or buy puts, based on the correct assumption that oil prices will decline at some point. But when? These people also don't touch things like WBD at $20 during a bidding war or NFLX below $100 today. These are just boring money making trades, but not real conversation starters. Long XOM XLU AMLP SFL April/May calls on OILK Puts on JETS
You collect more premium with $1 wide, so if I sell 5 condors I usually get $.45 on average. So 5x that is $2.25. If you sell a $5 wide spread on SPY, you get the equivalent of $.38. There are many factors but you kinda get what I’m referring too. As far as assignment, you will only get assigned if your short CALL is ITM on the xdate, which is once a quarter. And you pretty much avoid having a position for that day. Besides if you get assigned, your max loss is credit-$1 so maybe $60. You’ll still have the short put on. Not a reason to avoid tradingSPY. And even with the tax benefits of SPX, you’ll be getting more premium from SPY which will offset the tax savings. I’ve done the math, everyone thinks differently, I just know what’s working for me. To summarize again, go 4dte, you can close the next day for a small profit and roll or put multiple days’ spreads on in a row. You’ll rarely lose and you’ll have plenty of time to adjust. Give yourself a lot of room, if you see the difference from going $8-$10 OTM vs $12, it’s Pennies for the extra breathing room. Avoid QQQ, it has the potential to move much more % wise intraday and after hours. I also trade IWM but the premium credits are not worth tying up the capital if you only have so much. DIA only has weekly options so if I trade DIA, I’ll wait until Tuesday or Wednesday. Btw, I guess from your username you play pickle? I grew up in St Pete but am in SFL now. 0-0-2 🎉
yeah not SFL specially but not far from it. Miami traffic was next level hell, and honestly Downtown maimi and southbeach can been done in a day trip. But man the traffic sucks ass, I'm okay putting up with a 30min train ride, honestly NYC doesn't smell too bad right now. summer is not gonna be fun. Also my god, the Chinese food, korean food, mexican food and itlian food here are next level amazing. Plus its strangely cheap to each out everyday. I just hate the people that live in the upper east side and I hate the peope that work at 270, they are stuck up. but out side of that 10/10 would recommend moving back
WOW just WOW for a great week ill be able to sleep very nice this weekend.... I want to thank shorts, market manipulators, and day trader retards... love all of you ❤️...there is a war and oil is now the big thing.. you gave me some very good low point to multiply my investments by a lot THANK you all....The world with the biggest oil rig fleet now..with the biggest back log of oil contracts.. #1 sea oil driller Transocean Ltd ..stock RIG.. is merging and acquiring #2 oil driller Valaris.....🛢RIG🛢. Today showed the rush for need oil rigs like SFL just signed a $170 million contract for Submersible ocean rig Hercules to be quickly mobilized to Canada off shore with RIG #1 sea oil driller Transocean Ltd 🛢🚀🛢... I was into Uranium but OIL! right now man is looking good for fast movers....well you can make your own stuff..lol
Oh boy here comes the oil rig rental rush --->>>Today SFL just signed a $170 million contract for Submersible ocean rig Hercules to be mobilized to Canada with RIG #1 sea oil driller Transocean Ltd 🛢🚀🛢
XOM IXC Plus energy related SFL and AMLP
Careful with shipping companies. Volatile, cyclical and they sometimes do counterintuitive things. I do agree that containership liners (like Matson, Maersk and ZIM) stand to benefit, particularly ZIM given they're being priced at less than net cash, operate on spot rates and get a high percentage of their revenue from Asia->USWC routes. Golden Ocean is a dry bulk firm, tilting heavily toward capesize ships -- more tied to Chinese infrastructure activity than anything else. SFL is a diversified ship leasing firm that charters out their vessels on long-term contracts. I wouldn't expect them to be meaningfully affected by tariffs getting lifted. Short-term, that stock will move mostly based on whether or not they can find a new contract for their giant offshore rig -- without that, they'll have to cut their dividend, which is SFL's main appeal.
Shipping companies. I'm watching the following.. * Matson * Maersk * zim integrated * Golden Ocean Group Ltd * SFL Corporation Ltd * Torm PLC Torm is an oil tanker company that's in a slump right now but will benefit from OPEC's recent actions. Rest are shipping companies that are dropping, but will most likely go up after Trump cuts a deal with China + others. And/or if the midterms happen and Congress flips and decides to take back their tariff power and stop letting Trump run around using it as a protection racket.
SFL ship finance limited. They own ships and charter them out to people. They have a good variety including the usuals like car/bulk carriers and container ships, but also things like a jack up and a semisubmersable offshore drill rigs. It's like 5% of my portfolio. Then there is ARCH Arch resources. They're a coal miner and also have some stock in a coal port that was one of the ones that did not get blocked off when the FSK bridge went down. They're hated so much but they pay good money and they grew so much they are over weight in my portfolio by a lot.
SFL. Not performance, but pays out massive dividends.
100% hand picked but the stocks are the big ones like PG, AMZN, GOOG, etc. I have a few one-off stocks like SFL and TTEK that I like and then also maybe 5% is what I use for playing around. Most of my stocks are in the tech sector bc that’s what I understand and have confidence in.
Crazy as it sounds, SFL's are not normal airline training items. If you're down to dead stick you've got the rest of your life to figure out some thug shit.
Well, around here(SFL) the prices are holding up. To me, the houses hanging around are simply just overpriced thinking the market is still in 21-22. I know in areas where there's a lot of new construction builders have sister loan companies that will offer rates in the 5's, if approved, to buyers, to keep the prices up. Definitely a lot of snowbirds in Florida. Yea, pricing is messed up in FL and I don't expect it to drop unless we get another 07-08 crash. Just too many people moving here keeping the rent/purchases high. Really screwing the locals.
Not yet. Even our clients that are small time developers still are churning/trying to develop. I have one mid size client with 12 active projects across SFL. There is a more of a push for value engineering but developers still want to build. Now, going back to 2007 there was no big sign we saw that the cliff was upcoming. Places like Indiantown FL saw development, residential and commercial, slow down as it’s in the middle of nowhere and the rate increases priced out the demographic there there but the bigger cities not yet. Port ST Lucie is building new developments left and right and I don’t think prices have dropped
I’ll take a look at SFL, I don’t follow them currently. GL!
Looks like RKBL is having another launch tonight: [https://www.rocketlabusa.com/missions/next-mission/](https://www.rocketlabusa.com/missions/next-mission/) These are always fun to watch. Looks like this will have 7 satellites. Four are from NASA, one from Space Flight Labratory (SFL), and three from Spire Global.
yea, man. I was reminded of this threat when I read that. In the ship lessor segment im currently more confident in SFL management than DAC management. Even if SFL has red flags too.
Not sure what you're asking, but if it's direction, I say up! I foresee a breakout above recent high and then all-time high. Plus Rumor circulating in SFL... close to the source that $WMT is acquiring or partnering with a National Primary care/ Senior Care company.
thanks for you reply. Watch out for what happens around ex-div date. I think zim now late in 2022 is a bad choice for both value and momentum (I have sold mine at a 'tiny' loss), and don't regret, even if it might swing between 15 and 30 in unpredictable manners. Maybe from 2025 it could be interesting again. If you want SWAN shipping stocks, SFL (below 10) is still my goto recommendations. Anyway, GL.
In general I agree, but you got me wrong. I'm long ZIM myself, as I think the PPS has fallen too much. But I can't recommend it to someone who seems 'new and curious' to investing for (probably) safe dividends. I could maybe recommend a stock like SFL though, which normally will yield from 7-10%, although that also varies. But ZIM is interesting, as it takes a critical eye and is a good example of why you always 'need to do your own research'.
Correct. As long as the war continues there will be upward pressure on prices. Soon USA/EU plan some sort of price cap on Russian crude. This will take some supply off the market. Long: IXC ( but selling), AMLP, SFL. I have a very small short position in the EUR vs USD.
You got the 992 Turbo? What's this one about then https://youtu.be/9UnPKaVybUI. I legit thought that Porsche dealers were fucked in term of supply and stock because of Felicity Ace and SFL Composer accident.
Compare to $SFL and get back to me. Include foreign tax withholding.
Indicators will be very clear. I honestly can't believe everyone doesn't do this. For a lesson, follow this couple: https://twitter.com/TikTokInvestors/status/1350854473598558213?t=1SFL9YvZWBZRpr2-PBfSuA&s=09
AAPL, EXR, SFL, and KOF are my 4 cornerstones
Everybody’s out of their mind. I don’t know anyone who’s fitting the description in the pic and getting pre-approved let alone approved down in SFL. Houses are beginning to drop slowly because of interest rates… but the only reason homes are being bought are because of out of state buyers
It is if you send it as a line item for T&E. You gonna audit ask me what “SFL hospitality” is?
Dollar Cost averaging is basically buying stocks at random times. Basically if you buy 2 shares , 1 at 80 and 1 at 35 , the dollar cost average or cost basis would be 57.50. ( 115/2). The theory is if you do this enough your cost basis will go down while the stock continues to increase. I'll give another example. I bought some shares of ticker SFL. It was giving a 10% dividend, and I kept adding to my position. Eventually in 5 years I was up 120%. Counting all dividends and brought my cost basis down to $5 a share when it was $8 a share.
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=EMM_EPM0U_PTE_SFL_DPG&f=W Down 14% after being up so far is not encouraging
[It works for these folks... Sorta](https://www.sexylosers.com/series/the-clueless-cuckold/) (Link is very, very, extremely NSFW; generally SFL though)
down 15% from acc high from getting whipsawed on contracts and just greedy entries. gotta take a step back and revise the options playbook. in the meantime, going to deleverage and go back to shares doin' BOs and EPs. On the bright side, there are some setups that are manifesting themselves: LIDR, SFL, LTHM, KRP, FLNG, PRCT, CI
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=EMM_EPM0U_PTE_SFL_DPG&f=W Weird that it's always spiked up when Biden is in office. He fucking sucks cock.
I’ve added NVDA (232) and PG (148), as well as increased my positions in SFL (8.71) and SBSW (16.30). Otherwise I’m just kinda stacking SCHD right now
The stocks that fit that definition for me are SFL, MP, and SBSW
All the old people are retiring and moving, especially SFL. The population boom is insane the past 2 years.
Main risk is further variants/shutdowns/lockdowns. Add to that labor issues potentially worsening, and I'm not sure dry bulk will outperform something like tankers or containerships simply due to margins. Demurrage eats everyone alive, so essentially when you make this bet you're buying a put on time to normalcy around the world. Compare this with more containership focused companies (i.e SFL) or tanker/VLCC focused fleets (i.e FRO), the aforementioned are more hedged against the pandemic.
$SFL is my pick for Global transport. Solid business with a fantastic dividend.
[you should get your memory checked](https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=EMM_EPM0U_PTE_SFL_DPG&f=W)
I live in SFL as well. I guess I have to make a trip to my local lululemon store 😂
Yeah I was given some info from SFL. Thanks. Combat Vet, army, 13B one tour to Afghanistan, Bagram. Hope you are doing well. 
Sounds about right, I guess his SFL trip didn't workout so well.
Indeed!!!! It's the DRIP that expands the portfolio over time. Whether you are consistent with your savings or not, the DRIP will always come through. You can also watch for healthy "sleepy" companies whose management teams are "proud" of their dividend history. These will typically pay a bit more during good times and keep the lights on during tight times to benefit your growth. For example, I've been holding $SFL since they were spun off from $FRO. I paid nothing for my position, but their roughly 10% dividends have turned this holding into almost 5% of my portfolio. Their dividend pays more than my salary already. Granted, it took decades, but that's why it is important to start early and stay consistent.
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You in SFL? If so let’s partyyyyyyyy jk, have fun
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People have been saying that for years. Here's thing, I don't see it popping, maybe a slight pullback but I believe this is the new low. 1. **Immense, and I do mean immense, gentrification** of Black miami neighborhoods. The most aggressive in the country. Over the past 5yrs alone several Black American neighborhoods have been wiped out, OR, pushed outside of the city through re-zoning. 2. Miami is very very small with a population under half a million. People call everything in SFL "miami" when in reality Miami is a tiny city. It just happens to be the biggest tiny city in the region. Which makes things that happen in it- reverberate throughout the rest of Dade County that much stronger. 3. Miami Beach was once the city of choice for the wealthy/rich/well off- but with a rising sea level those patrons are fleeing into Miami. Why? Wynwood has been rebuilt into some hippy artsy district, the back half of wynwood has been turned into Midtown, across the underpass what was considered extended little haiti has been turned into the Design district, all along biscanye are numerous condos they rapidly put up, Brickell (always a nice area) has been revamped and turned into a mini-manhattan. They can live a life of luxury in Miami now. Without concern of the rising sea level. The kicker is the rampant gentrification. To us these housing prices are ridiculous, to them, it's just a drop in the bucket. They can easily afford to buy these houses. They can easily afford to bid the market up. And sense we have wealthy foreigners moving here, ppl from up north moving in to escape the cold, etc the prices go up. I watched houses go from 60k in Liberty City 10yrs ago when I was in high school, to 420k today. All of these things have an effect on rapidly pushing out ppl, and bringing in a new crowd. I had an appointment to see a house yesterday, and the listing agent said "oh and your neighbor next door is honduran, the lady across the street is cuban and plays music every friday night, (then he paused) and said there's a haitian man over there, but all in all whatever this area is known for- you don't have to worry about that here." It's a Black neighborhood. I'm Black. That's how comfortable these ppl have gotten with the idea of us being removed- that he could say something like that so comfortably to me. I don't see this changing. I know this is the "second home/summer home/fun home" for a lot of the people moving in- but that comes with too many financial possibilities for them to give it up cheap. Million dollar houses are very common in "poorer" areas of LA. I believe that's the route we're headed in Miami. The county is pushing to make us the crypto capital of the US as well. There's a push to bring hollywood down here, the way Atlanta is the new Hollywood. I just don't see a reverse happening. Houses in the poorest and roughest parts of Miami are SELLING for 500k and up now. Times are changing.
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Two of my favourite tanker gang plays are SFL and NNA.
Thanks for the informative post. I think some of the most undervalued energy plays include some under the radar companies with huge growth potential like Genie Energy (GNE), Grupo TMM (GTMAY), Delek Group (DELKY), BW LPG (BWLLF), Boart Longyear (BOARF), AGL Energy (AGLXY), SFL, NNA, Mitsui (MIESF), Tullow oil and Harbour Energy.
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Your calculation has a timing bias because you're comparing the DOW to the bottom of SFL's dip. If you looked at SFL at the start of 2020, when it was 100% higher you'd be beating the DOW handily. Covid was a black swan event that had an outsized effect on commodities in particular, so I don't think it's necessarily fair to make that comparison. I expect SFL's future to look similar to post '09, in which they lose some share price permanently, but recover to a reasonable level. My next highest conviction play following this one is IRBT, in part as it pertains to the results of their patent trial against SharkNinja. The timing for that will likely be around July, but I haven't finished studying the Inter-Partes Review well enough to determine how the trial is likely to turn. Regardless of the outcome of that situation, IRBT will continue to be a good company and is my favorite long-term investment. They have a large number of upcoming tailwinds that will benefit them in the next year. Aside from that, I think DIS, SLQT, and small/micro cap commercial banks will outperform in the next 2-3 years. They are all reasonably priced, profitable, and growing earnings and revenues rapidly without a corresponding expansion of debt.
I have made a calculation of the gain from 2004 till now between SFL and the DOW index: SFL: average divided 10% (maybe i am too much low sorry!!!) per year minus the share price decrease, total return 220% DOW Index: plus 315% Long term investment looks bad, short investment plus divided rounded maybe!!!!!! Do you have any better BET that can fit for a potential medium-long term too?
I am not making any judgements about SFL beyond the next two quarters. They are a relatively risky company to hold and shipping is a treacherous industry. I believe that they are mispriced in the near-term based on available data and fully intend to adjust my position based on what I feel I can predict. To be clear, I don't intend to collect any dividends, I just think that the share price will increase after their next earnings report.
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They‘re not merely charging more because of the detour around Africa. They are charging more AND earning more because longer journeys mean a reduced supply in available vessels i.e. available transport capacity. It’s econ 1.0: reduced supply and stable (or actually growing!) demand will lead to higher freight rates, especially as the supply side is very inelastic in this case. I just bought SFL, DHT and Frontline. No investment advice though. Dyor.
Accurate and sharp analysis there. I‘d add two more shipping companies to the list of possible profiteers: DHT and SFL. No investment advice though. Invest at your own risk.
With the ship still stuck and freight rates most probably bound for a further move upward, shipping companies are looking increasingly interesting imho. Just added SFL, DHT and Frontline. No investment advice, dyor.
Part of the ship, part of the crew. (4K shares SFL)
on another note, ships are actually doing really well. SFL and SBLK are the best of my portfolio
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SFL had some large call buying yesterday could be set up for a move. Options are cheap
Have you heard about SFL? I've recently been reading about the container crisis and was wondering what companies could benefit from it, but I wanted a value play. I think SFL fits the bill. It's got a gross profit margin of 43%, solid net income except of last year when they had a loss due to a negative impact from a drilling rig. Debt is a little bit worrying, but they just declared their 68th consecutive quarterly dividend which currently sits at 7.9%.