ZIM

SweatyLiterary

Hey ZIM, thanks for completely ignoring everything else and just quietly doing your own damn thing today

Cold-Income619

What you rolling with? All I know is ZIM and YELL

stereosayan95

Closed my ZIM calls.

VisualMod

#Ban Bet Lost /u/DutchFloris (5/2) made a bet that ZIM would go to 70.675 when it was 64.25 and it did not, so they were banned for a week.

Cash_Brannigan

ZIMs revenue for 2021 is almost twice their market cap. $58/share for an EPS of $36. Google's EPS is $120 or so and it's $3,000/share. Not that ZIM has the effect on the world as Google, but cmon, that's ridiculous value.

Cash_Brannigan

Easy. ZIM. DAC. CLF.

Reasonable_League_44

I read that as ZIM at first as was getting ready to slap you. But no you are correct sir.

stereosayan95

One more day like this and my ZIM calls will be itm

VisualMod

#Ban Bet Lost /u/Psymonthe2nd (2/6) made a bet that ZIM would go to 70.0 when it was 60.8228 and it did not, so they were banned for a week.

barqers

My opinion on ZIM is their P/S is so low because they've been growing top line "slowly" \~20% versus companies like SQ growing at 40-100% a year at a P/S of \~3.5. Honestly, most tech and logistics stocks are oversold at this point in my opinion you can't go wrong with a lot of them.

loose-ventures

Buy now - sell ATM CCs; Buy at 50 - sell OTM CCs Roll the CCs, collect dividend and fat options premiums, then be on watch for headlines mentioning easing supply constraints bc that’s when freight rates will decline, lowering ZIM’s profits

JJTortilla

I swear to god if Cramer talks about ZIM tonight

JJTortilla

We all love ZIM here. Dividend alone is ballin

Nice-Hurry7494

Well many stocks are great deals. I bought ZIM today. Less than 2 x PE. No sign of slowing down freight rates. Up coming large dividends. It is also down like 20%.

JackKingOff7

I agree! If I were a new investor I would watch the markets and futures reports for an indication of nearing the bottom bounce. Personally the majority of my holdings are high yield dividend income stocks. New investors need to build confidence over time and cost average into the markets. Value dividend stocks keep the cash coming in while the markets correct. There are many bargains right now: NLY, EPR, HQH, CSWC, OXLC, ECC. KNOP, ZIM and TGH (shipping will be a big winner in the next five years) GLTA!

Mrchickenonabun

My watchlist I'm looking to buy some far out calls/LEAPS on: URA, SOFI, HIMX, KRBN, F, CLF or X. And will probably sell a call on my march ZIM call if it goes up some.

Delfitus

Indeed. I bought low p/e cash cows thinking I would be safe. Yet some of my stocks fell 25% in a week. CLF MT ZIM ASO all making money but all fell a lot with current market sentiment

CorrosiveRose

Last two weeks of market were insane. I had covered calls on almost all of my stocks that were down hundreds of percent. LCID, MP, ZIM, CLF I thought for sure my shares were gone and I would have left thousands of dollars on the table. Then this week happened. I watched my positions slowly come back down. LCID went below $40. MP rejected $50 again. CLF went cliff diving. ZIM was the stubborn one who did not want to give up $62. I thought that I would be lucky to be able to roll for a credit by the end of the week, but then Thursday happened. And just like that, the 45c I had sold for $1.20 which was worth nearly $6.00 at one point had gone out of the money. I rolled LCID down from 40c to 39c in a greedy attempt to get an extra $100. I rolled CLF twice in a day because it fell so fast. And finally on Friday, at the end of the day, ZIM ended perfectly at $58. I had to spend .25 to buy the contracts despite the fact that they were worthless. Some stingy bastard just wouldn't let his bags go The moral of the story is no matter how sick it makes you feel to watch a covered call become a 5 bagger, you just have to be patient. Waiting till expiry gives you the best opportunity to roll, but know when you have to let it get called away. Most importantly, always have a plan and don't sell a cc for a price that you wouldn't sell the stock itself

Stoneteer

POWW, SWBI, CLF, DAC, ZIM, VOYA, VALE, MT, HMLP, HMLP all below 5 p/e. And yet I managed to lose about 30% anyway

Germscout805

Waiting a bit more but trying to pick up some as well, got a ZIM today

loose-ventures

$ZIM - Zim Integrated Shipping

loose-ventures

I’ve been saying that ZIM is a **short to mid term hold** not long term. There is sure to be headline risk from an anticipated drop in freight rates which will negatively impact the stock price. That said, I don’t expect that to happen for a few quarters so hold on for now, collect the next two fat dividends, then hedge with covered calls or close out the position. If the current supply disruptions persist beyond that timeframe, continue to hold shares until there are signs that supply and demand are beginning to normalize.

wediditbubbawedidit

What the hell happened to ZIM?

iamshvdow

Now we're you guys saying that ZIM shares would be a long term HODL?

tommy_pickles45

ZIM

planetn

ZIM pen is 2.14

YouNeedToGrow

Interested in the ZIM DD

Dangerous_Marzipan82

Was is ZIM or ZOOM thats paying those dividends?

WetwulfDTF

Consultant can you ask SirHuntsstock if he has any new stock picks? He told us about ZIM 2-3 weeks ago

DutchFloris

ZIM 1.7

suboxhelp1

ZIM entered the chat.

wediditbubbawedidit

I should have bought more ZIM.

wonderwall0

Thanks for the detailed post. I read it with interest as I am short ZIM and long PLTR so we definitely have different lines of thought. :) I'll share my thesis for anyone interested. I can't post charts in a reply which would help illustrate my thinking, but ZIM I've been short since September at 60.20, and MATX as well. Yes looking at FCF and revenues at the moment look great, but my thinking was more in line with what we saw with PTON, ZM, TDOC selling off as they were temporary long covid plays to begin with and financials looked great only while the markets they drive revenue from are strong. Markets are forward looking so current FCF is less important for stock price than future financials, which is what I'm speculating on reversing, where I believe you are speculating on a continuation. ZIM/MATX financials are up because the underlying market of shipping is going through a once in a lifetime supply chain issue making for bidding wars for containers to get on ships and the companies to drive more revenue from that. If you listen to the earnings calls you can hear their CEO's and CFO's discuss the issues. You can actually graph the correlation with shipping if you look at things like the Baltic Index or want to track shipping freight costs here [https://fbx.freightos.com/](https://fbx.freightos.com/) The inputs to shipping costs (fuel, labor, etc) have not increased substantially which you can see in a historical chart of operating expenses and COGS, thus with increased revenue they get higher EPS which has been on a tear lately. Many of the freight analysts I've heard have suggested after Chinese New Year in February they believe pressure will start to relieve as supply chain issues normalize. So in my mind, the shipping industry is reaping temporary rewards of a bidding war in ocean freight which is driving their top line growth, but I don't think that will last as supply chain issues will inevitably get sorted out over time, thus bringing down ZIM/MATX revenue. At least that's my operating thesis on the trade. In my view, the major risks from the short side are whether ZIM/MATX use their larger than normal cash reserves from their windfall profits to keep on doing buybacks (MATX has started) or figure out a great ROI way to deploy that capital to continue earnings growth.

WetwulfDTF

SirHuntsastock is the ZIM guy, do you have any other stock picks ?

Far_Ad5684

What about ZIM shipping can u give your opinion

fooledbyvechain

Easy. ZIM. Thank me later. 🤑🤑🤑🤑

thethrifter

ZIM

YoShinjo52

Sold my share in ZIM this morning at $64.50 maybe five minutes before it plunged below $62.00. 10% return, and a chance to buy back in if it dips a little lower. Please don’t ask how my other trades are doing…

BakerTheOptionMaker

Which commodities you looking at? I have been building a position in $ZIM since IPO \~DCA every Friday b/c it seems like an ancillary commodities/commerce play and will ride inflation.

VisualMod

**Ban Bet Created:** **/u/DutchFloris** bet **ZIM** goes from **64.25** to **70.67** before **2022-01-26 08:52:04.498543-05:00**

DutchFloris

!banbet ZIM +10% 1w

harrybridges3

Ive got ZIM too 🔥 will check costamare out thanks!

PullMyFingerItsMeGod

SHIPPING STOCKS FOR THE WIN 🚀🚀🚀🚀🚀🚀 Hear me out you smooth brained apes. I have been holding container ship owners shipping stocks for 18 months now and am well in 1100% returns. TIME TO CASH OUT???? - FUCK YOU PAPER HANDED BITCHES. My main hold is DAC - Danaos. bought in at 9 then bought in at 14 and went balls deep at 21. Its at 78-79 today with a fucking BICK DICK ENERGY financial report dropping yday over 1 billion in secured income over the next 3 yrs plus all them lovely ZIM shares. The company is basically sitting on cash of abt 1-1.5 bill in the next year and most of the ships will be paid off. NO BRAINER. Then you have COSTAMARE another container ship company that has been making all the right moves but is more quiet. Their stock price hasnt moved much but the mngmnt back in Dec authorised a 150MUSD share repurchase program of common stock and 150MUSD of prefered stock BUYBACK. This move will increase share value and it will let the company pump up the dividend yield per share once the share repurchase program is complete. SO in Short my fellow retards, while teh WALMART people cry about increased prices due to supply chain and inflation, how about making bank on the guys who are benefitting from the supply chain disruptions causing the shipping BONANZA!!!!!!!!| LETS GO APES!!!!

cashbackpal

Here’s what you can expect long term: https://stockinvest.us/stock/DKNG My long term holding is ZIM, it makes money and pays hefty dividends.

Andre-ch

But I think both of them are less undervalued and they still give tiny dividend to compare to ZIM.  PS: another good investment may be GOGL, i am following it close and i may get into it too! 

Andre-ch

I wish to buy more ZIM but I should keep diversifies my portfolio too.

pyramidsinspace

Rather buy Maersk or Hapag Maersk will become a giant with all the recent acquisition Hapag does solid business for last years Both companies have also a larger market share than ZIM

YoShinjo52

Welp all of my individual picks are down for the day. ZIM down 0.78%, still up a good amount from where I bought. LAC down 1.68% immediately FENY down 1.91% immediately Very small positions but still bad day to throw some money in especially given how bad the S&P looks for today.

Andre-ch

I hold my bag of ZIM shares, I have already got 2 times the dividend plus the fact of the shares price has been increased according to the increased of the revenue and profit. Long term holder for this great company so far... my best hold 

FredCollinsJr

I did everything I could to tell you about ZIM these past 2 weeks

thethrifter

$ZIM is keeping my portfolio above the water line. I'm even since Jan 1.

DutchFloris

ZIM at a new all time high! LFG! 

BoastfulPrudence

Yo memers what's up? APart from TSLA, Roblox, Roku, Phunware and ZIM? Lmfao 

FredCollinsJr

https://www.prnewswire.com/news-releases/zim-announces-new-chartering-agreement-for-three-7-000-teu-lng-dual-fuel-container-vessels-301462725.html ZIM $63 weeklys?

DutchFloris

If you are a bull you buy ZIM

FredCollinsJr

Might load up on ZIM weeklys ZIM hit 58 Euro ($66.20 USD) in Frankfurt today. Lots of press this weekend on supply chain problems. J Mintzmyer interview on Tuesday. Lots of good news converging this week.

inputmyname

Fuck it, gonna finally buy ZIM calls right at ATH

cashbackpal

Instructions unclear, buying more ZIM 🏴‍☠️

DMV_Investor

If it makes you feel better, I added some more shares so my cost basis is in the mid 40s instead of 30s now haha but I think ZIM still has plenty of room to grow!

DMV_Investor

I have nothing to add that hasn’t been said by others but as a holder of ZIM since last spring, it feels good seeing you use it as a use case here. Cheers to your continued success OP

hardcore_softie

Hmm ok, so you're gonna want to have good picks that'll beat the market. ZIM has already had a good run, but it might keep going and it has a shitload of call options with rising open interest. Could get interesting, and that's not a pick that everyone and their grandma is aware of. Good luck. Get those tendies and bj's!

DutchFloris

ZIM is at +400%. Outside this shitty graph.

kerplunktard

Bullish for $ZIM & extending the high shipping rates, FBX spot rate up another 4% on Friday, $ZIM is making $1 in earnings every week at these rates, that is the same as many company's are making per annum - the stock is insanely cheap

Dry_Dog_698

'quietly whistles in ZIM' why invest in Cathie woods' faves when you can invest in a PE of 1.5?

thethrifter

$ZIM

PeddyCash

lol there’s a guy on Twitter who I follow and I absolutely love him. He’s a shipping analyst. He’s how I found ZIM. Anyways his paid content is so much I can’t even THINK of affording it. Literally over 1k a month! Holy fuck! That’s why I fuck with StockTips. Stocks for the people 👌

AugustinPower

1) Hike increase is known but the severity isn't.The damage is going to be huge because of retail overleveraged from low interest rates. Take that away and you see will panic selling when big money starts to place their money into bonds 2) [High inflation is correlated to the current POTUS lower approval ratings](https://twitter.com/biancoresearch/status/1481262443464642562?t=-qEC3O37KXnqggw9RMbgcg&s=19). If the current party wants more votes then they will have to get inflation down 3) Variants and mutations are not nothingburger 4) no opinion, ZIM 🦅

ConsiderationProof94

My plays are ZIM, DAC and FLNG. However there are many more.

DutchFloris

ZIM IPO’ed in 2021. Went up 300% and still rising.

thethrifter

I second this. Majority ETFs, a few growth picks. Add what you can comfortably afford EVERY month. Trim your losing picks annually and let the winners run. 60% VOO, 10% ZIM, 10% GOOG, 10% MSFT, 10% AAPL. Wouldnt be a bad distribution for a small account.

gh0stFL

Laughs in $ZIM

Jumpy-Imagination-81

If you like shipping companies check out GOGL and SBLK too. Very high dividend annual yields. 36.48% for GOGL and 22.44% for SBLK. ZIM's yield is 15.70%, which is also high. I'm using dividend paying stocks as replacements for bonds in my portfolio.

blackhole1a1a

ZIM's being doing some work for me too. Of course, ARKK is also doing work for me...

gtwucla

That really depends on the companies your investing in. Calling them just pump and dumps is a gross oversimplification. These ones were certainly overhyped. They entered a market in a time of euphoria. If the company makes money and is IPOing to expand, the chart'll look nothing like that. Take a look at another Reddit popular stock: ZIM. Started around 12 at the start of the year and is now at 63. Of course stocks will drop after IPOing, but again in the ZIM example, some big insiders sold about half their shares, but stock stayed well above 40. Anyway, my point isn't to cherry pick, its just to say there's a huge difference between IPOing a pre-profit company and profitable company.

oldfriendcrito

Sounds like you are doing very well! Congrats. Covered calls sound like a great plan. Depending on your risk tolerance, selective use of collars (adding an OTM protective put) are a nice way to hedge riskier / larger positions. Just a thought. Insurance is tricky. It’s great when you need it. I’d make sure you do the research and fit it your needs / situation and be comfortable with the monthly cost. Be careful to not over pay. Pick up some cheap term if your really concerned. I’m not an investment advisor, and this is just my two cents, but life insurance should be life insurance, not an investment vehicle. Also, have you considered I bonds? They are inflation linked savings bonds, currently yielding about 7%. You lock your money up for a year. Essentially risk free. You can buy 10k / per year / per SSN. Also, have you considered REITs and Closed End Funds? There are some interesting CEFs in the energy, CLO, and preferred space that have strong monthly dividends. Also, as much as I love a good dividend, careful to not chase yield. That being said - check out r/vitards and the pirate gang. They love steel and shipping. ZIM has some crazy cash flow right now and a very high dividend yield. Good luck!

satya314

Thank you for the article. I will be reading it later today. I was in fact invested in steel in India because of /r/vitards. I still remember his first post on WSB that led to creation of the sub. Exited the position in August with quite a bit of profit. However, I just completely ignored shipping as I never understood an iota of it. I am currently going through the shipping posts there and I believe you are referring to ZIM. There are few others I picked up along the way. Hopefully, I will know to exit in time.

ahsanb1

just wait for Mr Market to wake up and give it fair value, until then load up cheap! same thing happened with $ZIM now it’s finally breaking out at ATHs

stylishskunk

GOOG, but just took over by ZIM. Both about 12%.

HonkyStonkHero

My portfolio has been on a tear for a straight month: CLF, ZIM, and 3 small caps (lumber, energy, and semis). Also have a tiny position in GFS, but I'm waiting for that to hit 50, then I will back the truck up. Get into commodities, folks.

99_Gretzky

I like $ZIM a lot in your mix. The others are fine. I would highly recommend at your age to look more at blue-chip dividend stocks and consider enabling dividend reinvestment (DRIP) on your brokerage. At your age, you could amass a small fortune in just 15-20 years and you’d only be in your 30’s. $XOM $F $KO $AAPL $VZ to name a few - diversifying your portfolio across each market sector is also important. Have a little piece of the pie.

johndlc914

Probably the last chance to get $ZIM before it rides to $70. (Remember, markets closed on Monday, and CEO announcement is on Tuesday)

johndlc914

ZIM really about to close green for the 7th straight day.

FredCollinsJr

Understand if ZIM closes green today, the run to 70 is inevitable. Whether that happens before or after OpEx on the 21st I cannot say. But it's a small risk with major upside

johndlc914

As tempted as I am to sell my $ZIM Jan 55c's, I have a feeling they're going to announce something big when the CEO speaks to the public next Tuesday. Don't be surprised when they start trading in the $70's

ChancelorAloca

$ZIM 🚀 🚀 🚀 🚀 🚀 🚀🚀 🚀 🚀 🚀 🚀 🚀🚀 🚀 🚀 🚀 🚀 🚀

Glowshroom

I tried to buy ZIM yesterday but I use Wealthsimple and it wouldn't let me :(