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Albeit a week late, I want to share my 2021 portfolio for documentation purposes and for whoever is interested. I aimed to balance risk in this portfolio with some growth names and legacy plays. Down to brass tacks, I am putting my money in the highest quality companies (in my view) across a diverse set of industries I find attractive. Some of these names are overvalued in the short term. However, I have realized I am not in the business of beating Wall Street’s pricing, but would rather hold high-quality companies that I believe will grow faster that the market in the long term. In other words, I am totally fine paying a short-term premium for growth and quality. Below is a summary of the portfolio and big picture reasoning behind each investment. I'm definitely open to any feedback.

Company	Ticker	Entry Price	Exposure
ARK Genomic Revolution ETF	ARKG	$93.26	6.60%
CrowdStrike	CRWD	$211.82	11.78%
Disney	DIS	$181.18	10.53%
Enphase Energy	ENPH	$175.47	7.98%
Evolution Gaming Group	EVVTY	$101.02	12.77%
Facebook	FB	$273.16	11.05%
Redfin	RDFN	$68.63	10.41%
Teladoc	TDOC	$199.96	9.60%
Sea Ltd	SE	$199.05	14.09%
Waste Connections	WCN	$102.57	5.19%

ARK Genomic Revolution ETF (BATS: ARKG) - Invests in companies advancing genomics. The companies held in ARKG may develop, produce or enable: CRISPR, Targeted Therapeutics, Bioinformatics, Molecular Diagnostics, Stem Cells, Agricultural Biology.

• Innovative industry. Since 2003 the cost to sequence a human genome has dropped from nearly $3bn to less than $1,000. ARK believes that as costs continue to drop, genomic sequencing will become a standard of care in oncology. It will introduce more science into healthcare decision making, enable personalized medicine, and accelerate drug discovery. ARK estimates that genomic sequencing revenues will grow 43% at an annual rate, from $3.5bn last year to $21bn in 2024.
• Cathie Wood. She’s a beast stock picker. Out of all the ETFs she runs, her closest competitor trailed by 60%. Her worst ETF still doubled investors' money. Her strategy is to make investments into companies that she considers incredibly transformational and she has seen success doing it.

CrowdStrike (NASDAQ: CRWD) - Cybersecurity technology company that provides endpoint security, threat intelligence, and cyber attack response services.

• Best in class technology. Remember about a week ago a bunch of Russian hackers breached SolarWinds? The same hackers also tried to hack CrowdSrike at the same time but were unsuccessful. I’ve wandered on to a bunch of cybersecurity forums, and the general consensus is CrowdStrike has developed the best cybersecurity solution by miles. CRWD is the undisputed leader in cybersecurity.
• “Pick-and-shovel” investment into the world’s increasing digitization. Even in the absence of COVID, cybersecurity remains a key component of the world’s increasing digitization as cyberthreats have been an ongoing issue from the onset of the internet. In the last decade we have seen a bunch of hacks where companies have exposed sensitive customer information. It seems companies are just starting to realize the importance of cybersecurity.

Disney (NYSE: DIS) - Worldwide entertainment company that you all are probably familiar with.

• Reopening trade. In 2019, parks generated 45% of total operating income for DIS. Full reopening and attendance in parks will be slow, but certainly benefit DIS when it happens. The company has been executing on several other segments in the meantime (i.e. streaming). It has proved competitive, increasing the margin of safety if parks take longer to reopen.
• Fast-growing streaming division. DIS has proved agile as it successfully launched a streaming service, Disney+, that has already gained 86mn+ subscribers which was the company’s original 5 year target. This is promising as it shows management can adapt to rapidly changing technology trends.

Enphase Energy (NASDAQ: ENPH) - Designs and manufactures software-driven home energy solutions that span solar generation, home energy storage and web-based monitoring and control.

• Shift to clean energy; ENPH emerging as market leader. Going into 2021, sentiments towards solar have been at an all time high. This trend is expected to continue, especially after the Georgia run-off results. Solar firms are expected to benefit from extended tax incentives on both the consumer and producer ends.
• Technological advantage. ENPH has developed the industry leading solution and is rapidly taking market share from its primary competitor, SolarEdge. Pricing reflects this, but it's expected to continue. Among key competitors, Enphase has been one of the lowest cost producers. Its low-cost structure is a major contributing factor to its improving margins.

Evolution Gaming Group (OTC: EVVTY) - Swedish company that develops, produces, markets and licenses integrated B2B live casino solutions for gaming operators.

• Early mover advantage. Evolution’s lack of competition enables it to rapidly grow in new markets and create a loyal customer base, with high switching costs. The company has effectively grown EBITA margins from 41.6% in 1Q18 to 64.8% in 3Q20. Margin expansion is expected to continue.
• Massive untapped markets. Europe is estimated to be around $2.5bn (EVVTY has 50% market share), Asian market is ~15x the size of Europe (150% YoY growth for EVVTY in Asia). North America’s market is ~$210mn, a 42% increase YoY, with NJ and PA the only states currently operating (NY looks promising). Management thinks the US will be the largest in the long-term.
• Undetected from Wall Street. Evolution has almost no analyst coverage in the US and very minimal coverage in Europe, presenting opportunity for additional growth as institutional money managers recognize this opportunity and draw attention to the stock. Additionally, Evolution has a founder-led management team that is highly aligned with shareholders (mgmt owns over 30% of the stock).

Facebook (NASDAQ: FB) - Enables people to connect through devices. It’s products include Facebook, Instagram, Messenger, WhatsApp and Oculus.

• Zuck. It’s not a question of who is the next Jobs/Bezos/Gates/Zuck, because Zuck is super young. He has a history of being able to execute: IG acquisition / transition from desktop to mobile / denying multiple acquisition opportunities in his twenties.
• Undervalued. FB is the cheapest among the FAANG stocks, yet has some of the highest growth rates. This is mainly because of its continuous political scandals. With Trump out of office, I think FB has a chance to stay out of trouble and start to realize higher multiples. The antitrust lawsuit is not a threat imo, it is actually an opportunity. If the govt forces FB to break up, we would get shares in the spin-offs, which would be valued at a higher multiple than FB. For example, if Instagram spun off from FB and traded at the same multiple as SNAP, Instagram’s market cap would be larger than FB’s.

Redfin Corporation (NASDAQ: RDFN) - Provides residential real estate brokerage services.

• Digitization of Real Estate (i.e. “iBuying”). Technology in RE is moving from being informational to transactional. Redfin’s iBuying service is dubbed “RedfinNow.” The service basically buys homes from sellers looking for a quick and convenient sale (close deals within 10-30 days). This segment isn’t profitable yet as it is just getting started, but promising as the management adapts to technology trends.
• Inter-US Migration and housing outlook. People are moving out of the cities because of COVID / trying to avoid taxes / etc. which increases demand for Redfin’s services. With interest rates extremely low (and no expectation for them to increase), homebuying demand should continue to grow.
• RDFN most attractively valued compared to Z and OPEN, with the most upside potential given its market cap ~$7bn. Some are predicting RDFN might start offering rental services as well. RDFN has the best LT margin potential.

Teladoc Health (NYSE: TDOC) - Provides virtual healthcare services on a B2B basis to its clients and provides services to consumers directly and through channel partners.

• Competitive positioning in industry ripe for disruption. Healthcare is a huge market yet to be significantly disrupted. COVID has accelerated this disruption. Providers who were once opposed to telemedicine now realize its benefits and several regulatory changes are promising for telemedicines growth potential. Medicare and other government-sponsored coverage is expected to include telemedicine benefits, increasing TDOC’s TAM.
• Livongo acquisition. From the consumer POV, this will increase access to healthcare at a lower cost. Teladoc will have access to a larger amount of data it can interpret to refine its services and monetization strategies.

Sea Ltd (NYSE: SE) - Digital entertainment, electronic commerce, and digital financial services. The Company operates three business segments: Garena, Shopee, and SeaMonkey. The Company’s digital entertainment business, Garena, is a global game developer and publisher with a presence in Southeast Asia, Taiwan, and Latin America. Garena provides access to mobile and personal computer online games. Shopee provides users with a shopping environment that is supported by integrated payment, logistics, fulfillment, and other value-added services. SeaMonkey business is a digital financial services provider. SeaMonkey offers e-wallet services, payment processing, credit related digital financial offerings, and other financial products.

• Diversified consumer internet company with market-leading position. Sea caters to Southeast Asia and Taiwan, providing its online gaming, e-commerce, and payment platforms. Shopee has overtaken competitors, it is widening its market share lead. ESports is a rapidly growing market (15.7% YoY to $1.1bn in 2020) and Sea is outpacing market growth.
• Pay for quality. The best companies keep going up for years in a row, and I think Sea is in the early stages of being classified as such a company. It’s worth $100bn but has effectively proved its ability to identify opportunities and expand business lines.
• Still early stages of developing its consumer banking business, so we get the security of a bigger, established company with upside for an additional, lucrative business line such as fintech.

Waste Connections Inc. (NYSE: WCN) - Waste services company that provides non-hazardous waste collection, transfer, disposal and recycling services.

• Recession resilient; re-opening trade. The waste management industry is recession resilient, it will always be around.
• Non-hazardous waste collection. With a progressive government likely to push climate initiatives, recycling and non-hazardous waste collection are likely to benefit on the back end.
• WCN has a large moat; there isn’t much of a competitive threat the way the industry operates. Management’s strategy is to generally only spend what FCF is available. This enables the company to make acquisitions while handling its debt load. Great for stable growth.

​
P.S. I have two other accounts - one with about 40 growth stocks and another with about 10 big names / ETFs. However, this portfolio has the largest allocation for 2021. My first time trying a more concentrated approach.

Welcome to Lost in the Sauce, keeping you caught up on political and legal news that often gets buried in distractions and theater… or a global health crisis.
Housekeeping:

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Post-election

On Saturday, Trump announced on Twitter that he has put his personal lawyer Rudy Giuliani in charge of his campaign's long-shot post-election legal challenges. Other people on the team include Joseph diGenova, Victoria Toensing, Sidney Powell, and Jenna Ellis.

• Giuliani worked with a Russian agent to smear Biden. diGenova and Toensing tried to get the Justice Department to drop charges against corrupt Ukraine oligarch Dmytro Firtash. Powell represents Michael Flynn and champions "deep state" conspiracies. Ellis said gay marriage leads to pedophilia.

NYT: Mr. Trump turned to Mr. Giuliani earlier on Friday in reaction to the latest setback he faced in court, this one relating to votes in Maricopa County, Arizona… A half-dozen other Trump advisers have described Mr. Giuliani’s efforts as counterproductive and said that he was giving the president unwarranted optimism about what could happen… In an Oval Office meeting with aides on Thursday, Mr. Trump put Mr. Giuliani on speakerphone so the others could hear him. He angrily accused the aides of not telling the president the truth

Giuliani’s conspiracy-riddled rant at Four Seasons Total Landscaping was so disastrous that it “scared off many of the lawyers” recruited to argue election-related lawsuits. Politico: “Campaign officials described the episode as disastrous...there are widespread concerns within Trumpworld and GOP circles that Giuliani’s antics are thwarting the president’s legal machinery from within.”
Two major law firms have withdrawn from Trump campaign cases as his legal challenges crumble. Arizona’s largest law firm Snell & Wilmer dumped the RNC and Trump campaign effort to challenge votes in Maricopa County. Porter Wright Morris & Arthur is abandoning Trump’s attempt to block Pennsylvania's popular vote for Joe Biden.

• In one day (Friday), nine cases meant to attack President-elect Joe Biden's win in key states were denied or dropped - seven in Pennsylvania, one in Arizona, and one in Michigan.

The new federal chief information security officer, Camilo Sandoval, has already taken leave from his day job to participate in a pro-Trump effort to hunt for evidence of voter fraud in the battleground states. The group, Voter Integrity Fund, is a newly formed Virginia-based group that is analyzing ballot data and cold-calling voters. Sandoval was officially appointed on Nov. 4, 2020, but lists his starting date at October on his personal LinkedIn page.

WaPo: Sandoval is part of a hastily convened team led by Matthew Braynard, a data specialist who worked on Trump’s 2016 campaign. Another participant is Thomas Baptiste, an adviser to the deputy secretary of the Interior Department who also took a leave to work on the project. Braynard said in an interview that several other government officials on leave are also assisting the effort, but he declined to identify them.

Media’s role:

• Facebook Cut Traffic To Leading Liberal Pages Just Before The Election: Liberal page administrators who spoke with BuzzFeed News said that their reach declined by as much as 70%, and still hasn’t recovered.
  
• Facebook Live Spread Election Conspiracies And Russian State-Controlled Content Despite Employee Fears: The social network’s live video tool has recommended videos featuring misinformation and the hyperpartisan views of Trump allies leading up to and following election day in the US.
  
• In the week after the election, Trump’s postings dominated Facebook, accounting for the 10 most engaged status updates in the United States, and 22 of the top 25. “I WON THIS ELECTION, BY A LOT!” was his top post.
  
• YouTube Is Doing Very Little to Stop Election Misinformation From Spreading
  
• Social media app Parler receives financial backing from conservative hedge-fund investor Robert Mercer and his daughter Rebekah, The Wall Street Journal reported. Parler turned into a kind of de facto home for conservatives’ protests against the election— including the persistent “Stop the Steal” campaign— after the race was called for former Vice President Joe Biden. Several high-profile conservative social media personalities encouraged people to abandon Twitter and Facebook because of their moderation policies, and instead follow them on Parler.
  

Transition

Emily Murphy, the head of the General Services Administration, still hasn’t signed the official letter that would allow the incoming Biden team to formally begin the transition. House Democrats are assessing options to force the GSA’s hand, which could include summoning Murphy to the Hill to testify or suing her. “Obviously, Congress could file suit against the GSA administrator for failing to do her duty. We could seek to get a court to, in fact, issue an order

Her ascertainment is the legally necessary precursor to the government’s assistance to the Biden-Harris Presidential Transition Team. It releases $6.3 million dollars to the team, which is funded by public and private money; a loan of expanded federal office space and equipment; access to government agencies that will begin sharing information and records about ongoing activities, plans and vulnerabilities; national security briefings for the president; and other support.

• The Office of the Director of National Intelligence recently confirmed that it is not providing national security briefings to the president-elect. The Defense Department has also reportedly indicated that it will not meet with the Biden-Harris transition team until Murphy formally affirms the apparent winner.

One of the officials fired in Trump’s latest purge was helping prepare for the transition to the new administration. USAID Deputy Administrator Bonnie Glick was removed abruptly to make way for a Trump loyalist after she had been supportive of transition planning, including the preparation of a 440-page manual for the next administration.
The GSA’s refusal to enact the transition has locked Biden’s team out of crucial Covid-19 pandemic data and government agency contacts. The president-elect’s Covid-19 task force has been trying to work around the federal government by connecting with governors and the health community.

• The head of Operation Warp Speed, Moncef Slaoui, called on the White House to allow contact with the Biden team, saying “It is a matter of life and death for thousands of people.”

White House’s Office of Management and Budget is considering 145 new regulations and other policy changes they could enact before Biden’s inauguration - rules that will be challenging to undo once they are finalized. Critics and supporters of the administration say they expect a final burst of regulations to be finalized in the weeks before Jan. 20.

The rules under development include policies that the incoming Biden administration would probably oppose, such as new caps on the length of foreign student visas; restrictions on the Environmental Protection Agency’s use of scientific research; limits on the EPA’s consideration of the benefits of regulating air pollutants; and a change that would make it easier for companies to treat workers as independent contractors, rather than employees with more robust wage protections.

Last week, both Secretary of State Mike Pompeo and White House trade adviser Peter Navarro said they’re preparing for a second Trump term. “There will be a smooth transition to a second Trump administration,” Pompeo said during a news conference Tuesday afternoon (clip). Pompeo then doubled down on Fox News (clip). “We are moving forward here at the White House under the assumption there will be a second Trump term,” Navarro said on Fox Business Friday (clip).

DOJ interference

Attorney General William Barr stopped career prosecutors in DOJ’s Public Integrity Section from investigating whether President Trump broke any laws related to his conduct with Ukraine last year. The section was initially given the green light to pursue “a potentially explosive inquiry” into Trump, but after the Senate acquitted the president during impeachment proceedings, Barr sent the case to the U.S. attorney’s office in Brooklyn.
Prosecutors in DOJ’s Public Integrity Section were also prevented from bringing charges against former interior secretary Ryan Zinke by political appointees atop the Justice Department. Deputy Attorney General Jeffrey Rosen told prosecutors that they needed to gather more evidence and refine the case against Zinke for lying to Interior investigators.

• The investigation into Zinke stemmed from his decision to block two Native American tribes—the Mashantucket Pequot and Mohegan—from opening a casino in Connecticut. Zinke’s office had been lobbied heavily by MGM Resorts International, which had been planning to open its own casino very close to where the tribes intended to break ground.

Sixteen assistant U.S. attorneys specially assigned to monitor malfeasance in the 2020 election urged Barr on Friday to rescind his memo allowing election-fraud investigations before results are certified. "It was developed and announced without consulting non-partisan career professionals in the field and at the Department. Finally, the timing of the Memorandum's release thrusts career prosecutors into partisan politics," the prosecutors wrote.
An internal Justice Department investigation found that federal prosecutors who oversaw a controversial non-prosecution deal with Jeffrey Epstein in 2008 exercised “poor judgment” but did not break the law. “They just say he used poor judgment, and that's their way of basically letting everyone off the hook while offering some sort of an olive branch to the victims that we acknowledge weren't treated perfectly,” said Brad Edwards, who sued the DOJ in 2008 on behalf of Epstein accusers.

Immigration news

Eastern District of New York Judge Nicholas Garaufis (Clinton-appointee) ruled that Chad Wolf was not legally serving as acting Homeland Security secretary when he signed rules limiting DACA program applications and renewals. Therefore, in a win for Dreamers and immigration activists, Garaufis said the changes were invalid.

The judge described an illegitimate shuffling of leadership chairs at the Department of Homeland Security, the agency responsible for immigration enforcement, for the predicament of Wolf's leadership and that of his predecessor, Kevin McAleenan.
"Based on the plain text of the operative order of succession," Garaufis wrote in the Saturday ruling, "neither Mr. McAleenan nor, in turn, Mr. Wolf, possessed statutory authority to serve as Acting Secretary. Therefore the Wolf Memorandum was not an exercise of legal authority."

• There's a renewed push to get Chad Wolf confirmed as Homeland Security secretary -- a position in which he's been serving in an acting capacity for a yearr -- before Inauguration Day. In the past week, Homeland Security officials spoke to Senate Majority Leader Mitch McConnell's office about bringing the nomination to a floor vote in the coming weeks.

Within the last six months, as the coronavirus pandemic gripped the US, the Trump administration filed 75 lawsuits to seize private land along the US-Mexico border for the border wall." People right now are having to choose between their health and their homes," said Ricky Garza, a staff attorney at the Texas Civil Rights Project, a legal advocacy group.
After a series of price increases, Trump’s border project will cost taxpayers $20 million per mile of border fence. A review of federal spending data shows more than 200 contract modifications, at times awarded within just weeks or months after the original contracts, have increased the cost of the border wall project by billions of dollars since late 2017.
DHS has expelled unaccompanied immigrant children from the US border more than 13,000 times since March, using the coronavirus as an excuse to deny children their right to asylum. Previously, unaccompanied children were sent to government-run shelters as they attempted to pursue their asylum cases.
Migrant children from Central America are being expelled to Mexico, where they have no family connections. The expulsions not only put children in danger - the policy violates a diplomatic agreement with Mexico that only Mexican children and others who had adult supervision could be pushed back into Mexico after attempting to cross the border.
The House Judiciary Committee released a report on the Trump administration’s policy of separating families at the border, revealing that the federal agency that cares for migrant children was not told about the policy. The chaos contributed to the inability to later reunite parents and children.
The Trump administration is trying to deport several women who allege they were mistreated by a Georgia gynecologist at an immigration detention center. Hours after one detained woman spoke to federal investigators about forced hysterectomies at a Georgia detention center, she said ICE told her that it had lifted a hold on her deportation and she faced “imminent” removal. Six former patients who complained about Dr. Mahendra Amin had already been deported.
Northern District of Illinois Judge Gary Feinerman (Obama-appointee) blocked a key Trump administration policy that allowed officials to deny green cards to immigrants who might need public assistance Advocates who had feared that the policy would harm tens of thousands of poor people, particularly those affected by widespread job loss because of the coronavirus pandemic.

Miscellaneous

Microsoft said it has detected attempts by state-backed Russian and North Korean hackers to steal valuable data from leading pharmaceutical companies and vaccine researchers. “Among the targets, the majority are vaccine makers that have COVID-19 vaccines in various stages of clinical trials.”
Two census takers told The AP that their supervisors pressured them to enter false information into a computer system about homes they had not visited so they could close cases during the waning days of the once-a-decade national headcount.
The Supreme Court on Tuesday signaled it’s unlikely to tear down Obamacare over a Republican-backed lawsuit challenging the landmark health care law. Chief Justice John Roberts and Trump appointee Justice Brett Kavanaugh strongly questioned whether the elimination of the mandate penalty made the rest of the law invalid. Kavanaugh appeared to signal on several occasions that he favored leaving the rest of the law intact if the mandate is struck.
Texas Attorney General Ken Paxton (R) was sued last week by four whistleblowers claiming that he abused his office to benefit himself, a woman with whom he was said to have had an affair, and the wealthy donor who employs her before retaliating against the members of his staff who reported him to the FBI.
The Trump administration is rushing plans to auction drilling rights in the U.S. Arctic National Wildlife Refuge before the inauguration of Biden, who has vowed to block oil exploration in the rugged Alaska wilderness. Biden’s efforts could be complicated if the Trump administration sells drilling rights first. Formally issued oil and gas leases on federal land are government contracts that can’t be easily yanked.

Louisiana is backed in Phase 2 (modified)

LINKS TO WATCH

• https://gov.louisiana.gov/
• Facebook - LouisianaGov
• YouTube - Louisiana Public Broadcast 👉 Direct Video Link
• WWLTV

This conference was announced last Thursday

Pre-Conference Question - What do you think he'll announce?

• A harsher lecture on being a GOOD NEIGHBOR?
• Modified Phase 3 ala New Orleans?
• Moving back to Phase 2 or 1?
• Or will it be an unexpected Stay At Home order?
• Some other option?

Summary

^{NOTE: The summary of this press conference is transcribed LIVE. The summary may contain spelling and grammatical errors which until it is able to be corrected once the conference concludes.
NOTE: The summary may contain spelling and grammatical errors.}
Gov JBE

• Anyone who has been paying attention to the news whether internationally, nationally, or state you know COVID-19 is going in the wrong direction unmoving very fast in the wrong direction.
• Louisiana is experiencing the third surge of COVID-19.
• Nov alone the US has had more new cases than in any other months and hospitalizations are at a record high nationally. Higher than other surges.
• Yesterday the US added more than 169,000 new cases in one day and 898 deaths.
• This week's WH Coronavirus Taskforce Report shows 474 new cases per 100,000 people last week we had 172 new cases per 100,000 people. The national average is 356 cases per 100,000.
• So this is the first week in many weeks that LA has had more new cases than the national average.
• Today we report ___ new cases and sadly 39 additional people have lost their lives to the virus for a Toal amount of ___ deaths. Reporting 1,052 hospitalizations, not the first of the month we had less than 600. Today we are up 40 than yesterday with more than 350+ net new COVID19 hospitalizations. 113 patients on mechanical ventilators.
  • When we see what's happening in state and across all regions we have to be very cautious about hospitalizations and maintain the capacity to give life-saving care to covid and non-covid patients.
  • Trajectory we are on it is imperative we take action now.
• If we could flip a switch and get 100% adherence to mitigation measures to all measures we are still 2 weeks from seeing changes.
• We are in for a rough patch, and the degree we flatten the curve and are successful will depend on eery Louisianan.
• We are stepping a step back to a revised Phase 2. So Phase 2 with some modifications.
  • We got out of the prior surge by moving to Phase 2.
• What does that mean?
  • Will get into that later...
• Wants to get ahead of the Thanksgiving Holiday and the extended holiday season.
• Data includes info thru Friday, Nov 20.

Dr Kanter

• Thanks National Guard, GOSHEP, and the LDH for working very hard and working over the holiday.
• Gating Criteria Slides:
  • What we are seeing is as concerning as it has ever been. We were lucky to have a reprieve from the rest of the countries rise in cases for a few weeks we are now where a large portion of the country is.
  • Top left shows % of patients coming into ER departments across the state with symptoms suggestive of COVID-19 you can see the prior spikes and now it is increasing again.
  • Top right show new cases on a rolling 7-day average you can see the first and second spikes and now the increase we are on which is almost identical to where we were going up in the second spike and clearly we have not hit the top yet.
  • Bottom left you can see the % positivity dated back to the date of collection and that is increasing as well up to 8.1% now will be posted on the dashboard tomorrow. You will see testing volume is also increasing. There is more COVID so more people are getting tested due to more exposure plus the increase around testing around the holiday. An increase in testing volume has no bearing on testing positivity. An increase in positivity and testing volume is a strong signal we are experiencing a lot of COVID.
  • Bottom right is the amount of hospitalized patients with COVID19 you can see the two spikes and now a sharp increase. It is a rate of increase that our hospitals cannot stand for very much longer.
• Region analysis - every region across the state are seeing similar increases.
  • Region 1 Orleans - increase across the board.
  • Region 2 EBR - increase across the board.
  • Region 3 River parishes - increase across the board.
  • Region 4 - increases across the board.
  • Region 5 Lake Charles - increases across the board.
  • Region 6 Can LA - increases across the board with a very sharp increase in new cases and hosp.
  • Region 7 - increase across the board.
  • Region 8 - increase across the board.
  • Region 9 - increases across the board.
• A month ago it was a mixed bag with some areas plateauing or increasing.
• Now the entire state for all gating criteria is increasing, (only Can LA is plateauing for COVID-like illness reports).
• Still have capacity across the state but this is a lagging indicator so if you act when hospitals are at capacity it is too late.
  • People waiting a long time to get a bed. One ER had to use recliners in the ER while people waited for a bed to open up.
  • Rural/smaller hospitals are having a difficult time transferring patients to other locations. Not every ICU bed is equal and some conditions require more expertise from an advanced center. Only a handful exist across the state. Even if a rural hospital has an ICU available if a patient presents with needing an advanced team and there are none available they may have to wait a couple of days before they get transferred in. That's a delay of care and has consequences.
  • Hospitals are stretched and already at staffing capacity. A nurse may typically care for 4-5 patients may now be caring for 6-7.
  • These things have consequences and it is just the beginning because we haven't hit capacity yet. This is a warning we have to act now. There are things we are working to preserve in the state and the ability to access normal hospital care is one of those priorities. We do not want to have to delay scheduled procedures.
• The path ahead is dangerous. This is a dangerous time for Louisiana.
• The trajectory we are on is dangerous. We are on a similar trajectory as before.
  • Now it is flu season so we have extra patients in the hospital.
  • Weather turning cold so more people indoors = more transmission.
  • Peak of the holiday season coming up so there's a temptation to gather. Gathering = more transmission.
  • Previous increases we were not in lockstep with the rest of the country. Every other state is seeing runs on hospital care and demands of their hospital staff at the same time we are. If we need to ask for help, it may not be there this time. In fact, we don't think they will be available because they will be caring for their own state's patients.

Questions for Dr Kanter about data

Related to Halloween? Seems people are willing to gather for Thanksgiving. Are we going to see a worsening 2 weeks after Thanksgiving
We are already seeing just about as steep of an increase as we can get it really can't get much steeper than that. I don't know, looking back to Halloween, it was part of it. I think increases from other states was bleeding over into our particularly in Northern LA. Plus we are tired, COVID fatigue is real, and it's easy to get complacent. Even without Thanksgiving coming ahead we will continue to get worse. I don't know how much worse it gets with Thanksgiving. I cannot emphasize this more than enough if you need to make a decision for your family talk to someone who has had it, experiencing the disease, or someone who has worked in the affected healthcare facilities during those two surges.
How much is being driven by small gatherings indoors and if so it doesn't seem restrictions matter than much
Small gatherings have been a larger component than months ago, there is no question about that but that is just one slice. We continue to see a lot of cases tied to bars, restaurants, events, and churches as well. Mitigation measures are going to be significant in their effect but not absolute. The other side is that people really need to make responsible decisions when no one is looking. No one will police who parities but I want families to take it seriously and know what the real risks are and make an informed decision. The more families are informed the more they will be likely to say for this year, for my family, it is just not worth it.
Gov. JBE

• We have already been told that for example if we will request help from he Fed gov in respect to medical care to Louisiana there are 12 individual and discrete things we have done first before we can be considered.
  • Strong indication we cannot count on that.
  • Difference between Spring and Summer surges when we did have medical personnel available from requests to the Federal government at that time.
  • Partially important for Northern and Central LA. I do not know how hard it will be to go back in the gating criteria for those regions but if you go to Region 6. If you look right at the summer surge we never got those numbers as far down as we wanted to we never got those numbers down to where we wanted to. So the baseline of going into the third surge is much higher relatively speaking to the state as a whole. So we are already in a much more difficult place.
  • Statewide the non-COVID patient population is higher now than it was in the Spring or the Summer.
  • Region 7 you will see the right of the summer surge the numbers did not come down to be even close to where they were before the summer surge started. So they have a very high baseline of cases.
  • Region 8 the same thing.
• Our numbers are worse and they are getting worse everywhere so I hesitate to bring up regions 6,7, and 8 because people might think that's the only places we need to be focused on. That is not true, but I will tell you its a particular concern if you are in Central or Northern LA because you have such a high baseline going into this.
  • While we need adherence to restrictions everywhere it is particularly acute in Regions 6,7, and 8.
• Breakdown of Phase 2 (modified) will become effective tomorrow and last 28 days (4 weeks) expiring on Dec 23:
  • Statewide surge requiring a statewide effort.
  • Follows the White House Coronavirus Task Force recommendations.
  • Last time we had such a large single-day increase was in July -- which is when we took action through implementing Phase 2 and the mask mandate -- and collectively the people across Louisiana responded and we bent the curve.
    • Time for us to rise again and meet the challenge before us.
    • With the Holiday season before us we really gotta pay attention to this now so we do not overburden our hospitals to not deliver care. I do not want to have hospitals have to cancel elective surgeries or medical procedures want. Delayed non-emergency procedures and surges often transmit into emergencies later on. Do not want doctors to have to make crisis care decisions pitting cases against one another due to a lack of resources.
    • We have avoided crisis care during our previous waves because we worked together to flatten the curve.
    • If there was ever a time to step up and be a good neighbor, whether it is to your actual neighbor or to someone in LA you have never met, that time is now.
    • People do not stop having car accidents because of a pandemic. There are still critical care needs apart from COVID.
    • Do it for the medical professionals as well who have been overworked since March.
    • To keep schools open.
    • Encouraging all employers public and private to maximize the use of telework where possible.
    • Ask families to engage in safe holiday-related activities. When you gather with those outsides from your household the more times you do it the more you roll the dice and the more likely it is that you or multiple people get sick. With community spread the dice are loaded against you. I ask you not to do this, especially during the holidays. It is what the CDC and LDH recommend.
    • Start planning now for a safe Christmas and Hanukkah.
  • Reduction in gathering sizes for businesses & houses of worship
    • 50% for occupancy with social distancing and masks for restaurants, coffee shops, cafes, gyms, casinos, and video poker, and non-essential retail businesses.**
      • Essential is determined by the Dept. of Homeland Security.
    • 75% for occupancy with social distancing and masks for churches and places of worship.**
  • Reduction in gathering sizes at bars other restrictions remain in place.
    • Bars in parishes with greater than 5% must close to indoors consumption can have outdoor seating of up to 50 people, seated and spaced out, and masks mandated.
    • Bars in parishes with less than 5% can allow indoor consumption up to 25% occupancy seated and spaced out; outdoor consumption encouraged and masks mandated.
  • Reduction in gathering sizes at event centers
    • Indoors limited to 25% occupancy, make required up to 75.
    • Outdoors limited to 25% occupancy, masks required, up to 150 where social distancing is not possible.
  • Reduction of sporting event occupancy
    • Limited to 25% occupancy.
• When LDH updates the two-week case incidence numbers tomorrow there will be some parishes where bars close, that were going to happen regardless of these changes because those parishes would have exceeded the 10% that was previously required.
  • Now allowing outdoor seating.
• Statewide mask mandate remains in effect
  • It was a critical part of slowing the spread in the summer and is a critical part now.
    • Now we know wearing a mask also reduces transmission to you as well as those around you.
• Doing everything we can to keep schools open.
  • Local decision how schools do this.. if they are in person, vertical, or hybrid.
• Do not have an expectation that by Dec 23rd we will reduce restrictions a couple of days ahead of Christmas.
  • All data indicates we in for a couple of rough months.
  • No one should believe we will relax restrictions around that time.
  • I hope and pray, and believe, we will not have to put more restrictions in place before then.
    • Will be dependent on if the people of Louisiana embrace the mitigation measures and flatten that curve again. If we stay on the current trajectory we will be forced to put more restrictions in place.
• Everyday households need to stick together and reduce interaction with those outside of their household.
  • Any activities that do take place should take place outside rather than inside.
  • Odds are 20x higher to catch the virus indoors than outdoors when the same activity takes place.
• We are expecting rain this week perhaps staying with us through Thanksgiving and after.
  • Even if you planned the safest possible event with it intended to be outdoors there is a good chance you will not be able to do that.
    • Now is your opportunity to adjust your Thanksgiving plans.
    • Do not have people from different households come indoors together. The virus doesn't care if you are a relative.
• If you want a Christmas without loved ones in the hospital, or worse, you need to be extremely careful on Thanksgiving and every day.
• Next few weeks would normally be holiday party time - office, block, family, etc.
  • Holiday parties are a recipe for disaster now. Asking people to forgo those parties.
• There is a light at the end of the tunnel, it is not a high-speed train heading in our direction, I believe in a few months we will be able to put the pandemic behind us. Next month we can start vaccinating in small numbers and will take some time to get to the general population. Do not get in your mind we will have to mask up and physically distance forever. There is an excellent chance that next Thanksgiving will be the best one ever. While there is COVID fatigue and I know it is real, it is also real that we are looking for renewed interest and compliance for a finite amount of time. I hope it inspires people to do what is required and know they won't have to do it forever. The next few months are critical. We need everyone to be on the same page.
• Holidays are about showing your love for those you care about. The best way to love someone right now is to give them COVID. So like it says, "pass the pie and not COVID" that is our mission. That is the mission for everybody in Louisiana.
  • Follow the commonsense public health measures, the restrictions, and mitigation measures.
    • They work and have worked before.
    • Mitigation measures: wear a mask, stay 6ft apart from that outside of your household, wash your hands for 20 seconds, stay home when sick, and protect the most vulnerable from this disease (65+ in age and those with co-morbidities).
• Thanks to all public health workers.
  • Owe a debt of gratitude for those who have worked so hard for months now. We should not make it harder than it needs to be. We should all do our part.

Questions

Epidemiologists in Louisiana say we may be getting diminishing returns on our introduction of restrictions than what we previously saw. Are you concerned that the impact of the introduction of these restrictions will be more gradual and the implications that may have
I am concerned about an awful lot as it is related to COVID19 and this pandemic. There is not one easy decision I have made nor one that has brought me joy. I am convinced that if the people of Louisiana will embrace these mitigation measures and restrictions, be patient and selfless, and ensure compliance that we will flatten the curve again. That is what I know. There are no magic tricks to be worked here. The only way to stop a surge is with restrictions and mitigation measures. So with the numbers increases here and around the country as they are the sense of urgency that you see coming out of leaders in Washington right now, as seen with Vice President Pence and the Coronavirus Task Force the other day, everyone should understand that this a very very serious situation. We have to do our part in order to slow the spread. It has to be a collective effort. No one should say is 99% of the people do it that's good enough I don't have to personally do it... that doesn't work. We all have to see it as a common effort that we all play our part. If someone would have presented a better option to flatten the curve I would have taken it. I know we have COVID fatigue here and around the country. If there was something other than wearing masks, washing your hands and staying home when you are sick, and so forth I would embrace it. It doesn't exist. That is why you hear this coming out of Washington and all the other healthcare workers how important these are. So let's do it. Let's flatten the curve again. I feel very comfortable that in several months, not sure when we will have enough of our population vaccinated that I believe we can start putting in the rear view mirror. Until now and then we have to do what is necessary. I do not know if there is another surge after this one, I pray not, but we know we are surging now.
Are you trying to change the way enforcement has been handled on these public health issues. Obviously the problem is people aren't following previous guidelines.. so are you making changes to enforcement?
We will continue to work with businesses of all types and venues to ensure that they understand that the restrictions are what rules they have to abide by. Individuals and businesses can get more information at opensafely.la.gov and you will get more information. Will there be enforcement? Yes, there will be, but I am going to say what I've said back in March and every time since then, if the people in Louisiana insist we enforce our way through this we are doomed to failure. There are 4.66 million Louisianas and 10s of thousands of business and quite frankly we cannot enforce our way through this. We are going to be asking people to comply, do compliance visits, respond to complaints, and where people refuse to come int o compliance you can expect enforcement. That will not get us through this surge. That will not protect the health of our fellow Louisianans, it is better than not doing any enforcement. We need to have people doin this because it is the right thing to do. They need to embrace it, not because it is pleasant but at the end of the day this about people's lives are talking about. We are doing our very best to strike the balance between lives on one hand and livelihoods on the other. When it comes to economy, to business, to employers, to livelihoods, the best thing we can do is put this virus behind us.
Are the rules for temporary conditional permits allowing bars to operate as restaurants remain in effect?
Yes and we currently have 372 bars using conditional permits to operate as restaurants. They are not a hybrid, they are not part bar or part bar. They operate as restaurants if they are operating properly and they follow all rules for restaurants. For other establishment that continue to operate as bars they need to follow the way we outlined bars operate today.
What are you doing for your Thanksgiving celebration. You have a son who is coming home from college because LSU is going virtual for Thanksgiving
Yeah I have a son who actually lives here in Baton Rogue and he will likely be coming home to spend some time with us. I will tell you we will stay in baton Rogue at the mansion and have a Thanksgiving meal that consists of the immediate household. We will gives thanks because even during this pandemic which has been so tough on people, even after the 3 hurricanes that hit this year, we have so much to be thankful for. God has truly blessed us. Thanksgiving is a day to give thanks and that is important to me and my family and we are going to do it, but last year I remember my 84 year old mother came, my 6 siblings all came with their spouses and children and grandchildren. We had 80 or 90 people. You will not be seeing that this year and you will not see it at Christmas either. I hope and pray that if you are with me on Thanksgiving Day of 2021 you will see that. I believe that you will, but between now and then we all have to do our part.
Did you tell Legislative leaders about these new restrictions before you came out here today? What was their response?
Yes, I did. You need to know that I routinely send data and information to the Speaker and to the President. We have complete transparency on the data we are relying on because we update it every day aside for Saturday. We also have sent Legislative leadership, and I believe every member of the Legislature, every White House Coronavirus Task Force report whenever we get them. This morning in a addition to those things we presented all gating criteria slides to the Speaker and the President. We talked about where we were especially in light of our hospital capacity and our need to go back to a modified Phase 2 in order to flatten the curve again. They asked some questions, expressed concerns to makes sure whether the Fire Marshall or ATC will work with proprietors and bar owners to maximum extend possible so they can know hat is expected of them and be given an opportunity, if they are operation in good faith -- of which the overwhelming majority of businesses are -- to come into compliance. That has been our approach throughout the pandemic. We have always bent over backwards to make sure individuals know what the rules give them every opportunity to come into compliance and only after persistent shortcomings/refusal to do any real enforcement actions like citations take place. I assured him our approach would not change.
Does the influx of new vaccines change our prognosis at all
We have a draft plan in Louisiana that we continue to update and revise daily. The reason it is a draft plan is that we still don't know the day that we will get the first vaccines nor the number of doses that will be there. I have every expectation that around mid-December we should receive some doses of the Pfizer vaccines first. We don't know how many it could be as few as 30,000 or might be 60,000 we do not know for sure. We think the first doses of the Moderna vaccines would come weeks later, perhaps with a smaller number available initially. We continue to work with our federal partners. We were on the phone with Azar yesterday and talked about the logistical aspects of Project Warpspeed. Once the vaccine gets the EUA from the FDA we will have the vaccine in route to our location(s) of choice in 24 hours. The first shipment will be prioritized to healthcare workers, then high-risk groups (nursing homes, assisted living centers, congregated shelters), then the list expands from there out. Ultimately we want to get to a place where we put a call out to the general population they can go to their health unit (hospital, doctor's office, or pharmacy) and get the vaccine. This is not a one and one vaccine, it requires a second dose, depending on the manufacturer that could be between 21-28 days later. More vaccines may come only over time and some of these things may change. I do not want talk of the vaccine, it is critically important and no one is more excited than I am, but I do not want the talk of the vaccine to cause people to not pay attention to what is imperative right now. That is why you hear Dr. Birx, Dr. Fauci, Azar, talking about the term of bridging to the vaccine and needing to double-down on measures until the vaccine is widely available. The vaccine will not be here in the numbers we need soon enough to reverse the trajectory and numbers we went over today.
I do want to mention I have every confidence that when the FDA issues that EUA that that vaccine will be safe and effective. I hope my fellow Louisiana will embrace the vaccine. A vaccine saves 0 lives but vaccination can save a lot of lives. The vaccination requires the vaccines and an individual to receive that vaccine in two injections. So please understand the FDA has not cut out any steps required to evaluate the safety and efficacy of these vaccines. In fact, the trial sizes were 5x-6x more than one would normally see in a trial. They took steps consecutively instead of sequentially to make this vaccine thereby shortening its time for production. They started the mass production while trials were still happening. So if that authorization comes they have the vaccine to distribute and more to be distributed and you don't have to start that manufacturing process up from the beginning. So I really want people to embrace this and understand they will be safe and effective once the call goes out to start vaccination.
Does the state have enough cold storage for the vaccines or does the state have to put in some money for that?
We've identified the cold storage capacity that we need pursuant to our plan to administer the Pfizer vaccine. Its a combination of cold storage capacity and dry ice. We will be in good shape there. This is why you have to have really good hard work going on hard in advance. That way working with hospitals and universities you are able to identify all the cold storage you have, where is available for these vaccines and then you plug that into your plan. That will not be a limiting factor in terms of receiving the vaccine. Logistically it makes it more complicated because you have to receive it at those sites and distribute it from there. They are still evaluating how long the vaccines remain stable once they thaw out. We will be all over that so we will make sure if that vial falls out it will be administered while it is stable and making sure that people come and get the second dose as well.

Closing remarks

• Thank you for continuing to cover this. We do not anticipate another press conference until next week, date unknown.
• As I mentioned awhile ago, despite how difficult this year has been for all of us both individually and as a state, there is a lot for us to be thankful for. That is always the case. So Thanksgiving is about giving thanks for the blessing we enjoy and I would encourage people to find ways to have a celebration that is safe so we can be thankful for the blessings we have while being mindful of the dangers of this pandemic. There are dangers if we insists on celebrating the holidays as we have in past. I cannot strongly encourage people to be patient. I know you are tired of this but be patient and love your loved ones by making sure you do not expose them to unnecessary risk. We close to them through the phone, FaceTime, and other ways. Let's look forward to getting together without restrictions and mitigation measures. Unless between now and then we are too risky with our behaviors and we'll be lamenting the fact that we didn't do what we were asked to do. That some of our loved ones won't be with us when the time comes to celebrate in person. When that next birthday, Thanksgiving, or Christmas happens. I encourage everyone to do their part. You've done it before. We can do it again. I am not asking for you to do this forever. There is finite time I am asking for. I cannot tell you when, but I believe in several months we will be putting this in our rearview mirror, but it is not today. In fact, it is not in our rear-view mirror it is in our grill and it is a nasty nasty situation here in Louisiana like it is around the country. We do not have a moment to waste. Everyone has to do their part. If we do, and I'm sure we will, we will get through this. I have every confidence of the people in Louisiana. They have always inspired by their kindness, goodness, and generosity and I believe they will do it again. So let's work together. Let's save lives. God bless and thank you.

A user posts on /OutOfTheLoop asking why Spanish people have been replacing their profiles with a red square. The answer is that people feel artists and musicians have been insufficiently supported by the government during COVID-19. Simple enough.
Then, further down in the comments, a user gives this explanation on income in the cover band industry:

It really sucks how hard the entertainment industy has been hit by COVID. I'm in a rather large Cover Band group on Facebook, and there are thousands of members that haven't had a gig since March. That's going on half a year without pay. For reference, a good cover band can expect $1200+ for a 2 hour show, and do 10 shows a week. A band with four members is getting $12000 a month per member, but you have to keep the shows rolling in. That's well over 100K a year after tax. Now these guys are looking at a year where they are making half that, and it's really hurting.

This gets a lot of upvotes, since it's clear, authoritative, and has a bunch of numbers. So it must be right! Well, no.
Hi, Spanish sound engineer here. I haven't met a single person in technical staff who earns something near 100k a year [...] 100k a year is a totally unrealistic figure, sorry to say.
Yeah this literally isn't happening. There are zero cover bands working this much and making this much. I'm in a couple high profile ones that do casinos and weddings and this is so unrealistic
Booking 10 gigs a week? Making 1200 per performance? What? Nobody in a fucking facebook group cover band is making 100k a year.
And then, the original claimant doubles down: "They just need good connections with local clubs. Play a different club every night and 2 on the weekends. [...] Cruise ship and casino bands make even more than that though."
In case it's not clear, this is completely untrue. Cruise ship musicians, for example, might make $3000 a month if they're lucky. But being wrong with confidence is worth far more than the personal experience of multiple musicians pointing out that the numbers are completely wacky.

the cosmopolitan six thousand five hundred dollar bank the bonus live play tonight last night you guys wanted some mighty cash i found you a mighty cash double up look at those numbers that we're working with same format last night we do 500 tickets however some of my tickets are a thousand bucks they're just easier that way so i'll have to do some uh thinking and uh math but i get kerry here to help me out and i got all my lovely and fans so ticket starts at a thousand dollars so we're not gonna go below 500 guys so this one should be pretty easy max volume bank the bonus live play 13.50 a spin [Music] mighty cash double up let's see this haywire five or more for the bonus [Music] mr classic tv says punky power thank you mr classic tv oh yeah mr classic tv i think you won one of those blenders or um mixers but i need to get your address so send me an email or message me on facebook so i know jimmy d won the other mixer but i'm pretty sure you are the other winner so i want to get that sent out to you yes haywire we got something big oh 45 bucks good ones big one oh i couldn't drop like the maxi because it doubles up [Music] wait there we go [Music] and carrie we trust so we're gonna have him hit the button all right gary [Music] wow that's huge let's keep getting these red ones yes this is not bad red [Music] that wasn't a good spin but if your first two are pretty solid so i forgive you [Music] yolanda rory love you bry mighty cash is the best i love you too yolanda hopefully it will come to new york here soon yeah this is a decent oh yolanda which one do i pick yolanda's picking guys left right middle if yolanda's in here we'll give her a first chance to pick one two or three your left middle right yolanda i'm gonna wait for her i am i'm in plenty of time [Music] i'm a no hurry this is a nice little bonus yolanda gets to pick [Music] leland assistant too all right here it is shoot that's fine all right let's do it anything filled up down there okay extra 13.50 [Music] yes too bad we couldn't fill that up this is not a bad little hit i'll do some ticket math later on because uh i had a thousand dollar ticket but a good start yesterday we started off great and then it went south and if smaller bets work we'll do smaller bets but i am getting some revenge on that 25 cash code it's a jackpot to start the night what do you know [Music] yolanda has no reason to be sorry how's the picture quality everybody we have one person keep saying bad picture but everybody else says [Music] [Music] nothing [Music] all right let me see if i can uh [Music] all right [Music] all right is that good now how does that look perfect all right couple backup spins come on please please please [Music] backup spins galore i saw it go by too all right two thousand dollars will be the ending point [Music] all right first game get a win nice start all right so this ticket guys oh cougar girls 9.99 super justice happy new year all right i reset it i don't know what else to do so i did reset the wi-fi i mean the picture i am at mercy of the casino and romeo evan welcome to the bod rubber ducky club all right guys since um the same ticket so five hundred dollars again i've got these thousand dollar tickets i have to use them twice so the floor is going to be 1500 all right all right 17 16 a spin [Music] that's huge 300 that's good [Music] [Applause] yep i i work with what i have so [Music] maybe it'll get better but i did reset it twice after that i can't do much i apologize but i'm working with what they have but thank you to 800 people watching one more [Music] open this pot 24. [Music] 40 bucks [Music] yes scott i just re-logged into wi-fi for the third time i did reset it and i reset it again so [Applause] [Music] all right before the bonus i'll see if i can fix the wi-fi whoops 73. if you're winning with that well i find it just keep it that way give me one second guys this is my best four games [Music] which one do you guys look all right which one should i pick i've never done this thank you raja what do you guys want [Music] miss mary brian thank you for the live play i really activity oh thank you miss mary [Music] coins [Music] all right coins all coins come on yes oh we're going to do something on the left [Music] chris had patches behind me for me hey one more time i logged out i forgot the network and i logged back in [Music] guys not much i can do guys so the i'm doing the best i can but tell me it's blurry and tell me it's unwatchable and you're gonna unsubscribe above and beyond because i don't control the wi-fi you're gonna unsubscribe from my channel uh i'm not trying to be negative here but don't say crap like that that's just not cool all right guys i'm doing the best i can to give you guys some bonus live play and kyle sell data does not work at all in vegas anyways we got a bonus 776 dollars all right there's some backup spans the floor we'll get 2800 2750 2800 we'll see how it goes and we'll do the top up if we hit it [Music] all right so 27.50 is gonna be the floor so the first thousand in we're gonna have at least 27.50 so that's a great start tonight the pot is a little over 6500 but that's what the tickets i had available was they're gonna make that work but thank you all for tuning in thank you for you know the watching the earlier live play and we got a super chat herbert d brian you're doing fine ignore the complaint all right one more spin and we're gonna cash out so far it's a good little start [Music] all right let's move what do you guys want to see next is my lucky players card [Music] so [Music] those are not multi-dino [Music] yep how you doing yeah i hope so i reset it again it's still really bad i i re-logged in crushing it you hit reconnect i hit reconnect yeah it's still brilliant now all right we're back live all right thank you all right guys garager just help me out it's great usually for a little bit and then it kind of sputters out all right guys how about some konami konami time [Music] [Music] it can go to a hotel you go to hotel next all right and play konami games radiant witch 15 to spin so the floor on this game is gonna be 500. because it's a thousand dollar ticket let's do it guys but thank you all for tuning in hey brian i got a super chat for you one dollar lucky super chat from jose all right usually the usually for a super chat has to be at least 1.99 or higher to say anything doesn't want it we'll try one this is going in the community pot there we go so now you're in action you have a point one tenth of a percentage all right taxi 10 000. yeah we need to go to the other one all right we're gonna try the hotel one all right we're gonna try one more wi-fi guys i apologize all right all right last try guys after this we're just gonna wing it but waffs 73 in bod we trust thank you wasps genomes just keep crushing it all right guys if i missed a super chat then i did do my best doing my best all right here we go it's an iphone 12 pro mac so it should the phone's not the issue here oh i think it was one away from that symbol nice you love silver lucky 25 super super chat flip phone it's a motorola gopro i have no idea come on three or more bonus symbols may trigger the money galaxy feature oh you're not like that okay [Music] we switched the wi-fi network so hopefully guys hopefully this helps it's holding up so we'll take it at this point jose ah i tried [Music] guys it has nothing to do with the camera on the phone it's the wifi [Music] chris pat you're doing great brian of data oh that's my new name brian of data 9150 so i heard you made a killing in the stock market today had a good day you guys haven't checked out raja makes money the mods have been actually posting the link so thank you mod for doing that come on kanami give me some heck yeah [Music] gosh you guys i might have to cancel live play early tonight if i have to keep modding for myself [Music] come on it's due [Music] uh now i get that radiant witch symbol when i don't need it yep once again [Music] well i would go play it and that's that's it that's the 500 mark so [Music] all right let's keep moving on guys [Music] now um somebody specifically told me i should go play high stakes [Music] you know what maybe he'll do some video poker since carrie's here tonight how would you guys want to see some ultimate at the video poker i think that could be fun 1250 spin max that volume out yay or nay on video poker oops stephen hall he requested this game tonight so he got it apple alert for guys tonight 5 30 ah so close 5 30 pacific time you know what i did really good on last night was uh one more that uh i hit those two nice jackpots on uh also environment really i haven't if we went at one more and open up the taco that is like another four i never have like an ultimate fire like played it again last night but the last couple ever since i started playing that another one ultra hot megalink i didn't go to those now they've done these whole shows okay i never liked it because i never got the bonus but now we've got all these great bonuses they're gonna take 5 30 guys the big jackpot will be live on the main facebook page with youtube live play to follow at six o'clock pacific time [Music] yes we got a bonus see what happens when i push the button all right big one here we go carrie go ahead and hit the button carrie terry first lucky raja high rollers i had to mix it up it didn't work for me yesterday all right raja your turn your turn nah all right jose hit the button [Music] okay there we go that's 125 for jose tracy says i feel bbb coming for b.o.d well we believe in b.o.d everybody hit the thumbs up jose you're on the roll ready another 125. you're fired i'm fired i'll come in and save the day all right come on all right you're in all right here we go there you go that's all you guys are worth 25. oh this is 50 cents it's 12 minutes all right carrie you're back in it come on 62.50 jose tagging you back in you're hired again come on that's this is a brd spin oh okay there it is all right same as the raja come on nature just drop it oh really i carry you're back in [Music] all right jose we'll worry about the price of the grand if we come to that all right it comes down to body [Applause] that's something 362. [Music] it is but yours is a lot tighter mine's maybe the spring's gone or something [Applause] [Music] all right backup spins we'll play it down to what 500. how does that sound that sounds great thank you one more sorry he's live right now [Music] ma'am it's 45 dollars i'm sorry that's my gunnery jose my agent told me that all right big congratulations to the quick father he's not going to be with us tonight and right when we got done playing about one o'clock last night went to the room get a good night's sleep at three o'clock he sent me a message he had to get an uber for a five-hour drive back to california he missed his baby being born that's why we picked this date early in the month because baby was due on the 18th so we're like okay two weeks plenty of time you know get home and yeah out of nowhere last night all right guys what do you think we should play next all right autumn moon let's do it ah guys i do not really charge 45 dollars a photo you guys can believe whatever you want this one's due i'm into this game for at least a thousand bucks i get this one two oh the better match yeah no no but this one yesterday all right here we go twenty dollars to spend fifty four hundred dollar major hundred and three thousand dollar grand this is slower than like that first [Music] so the floor is 500 on this game unless we decide to play a second round on it so thousand dollar ticket in the floor come on what whoa no oh i thought you had it oh wow how did you screw that up very easily oh i thought i had it thousands left what happened to that 20 orb what happened to that 20 dollar orb tracy if jose twerks upside down like naomi there will be mega booms wow you've been requesting the twerk upside down [Music] diane mccall says whatever rajo says about you after i fell for the malaria hoax [Laughter] so diane mccall says she doesn't believe anything you say about me after she fell for the malaria hoax when you told everybody i had malaria b.o.d uh brandon true b.o.d ah what what grand did you hit the other day when the raja was live it's probably the same as me having malaria whatever that's worth [Music] it's no minor finally [Music] the good news is i don't have malaria currently but the question is are you going to fall asleep 2 000. i knew this game was due ah yeah come on keeping it alive [Music] now i pumped well over a thousand bucks in this game last night [Music] plus in the group paul we didn't do too well either [Music] [Applause] thousand right [Music] oh here it comes 103 000 live let me at least see it i did not see it i got my glasses on and i don't see it again the drama it's left-handed does it work nope i need to mix it up is that what you do in the bedroom people got jokes today come on [Music] hopefully we keep playing well i can pay off my markers it'll be nice [Music] that's something is that tick-tock tick-tock well i only have one phone unlike some people wow you guys both have one phone wait we got so many girls and tracy d if you don't mind sending me a photos later on of all the jackpots thank you all right so the floor is gonna be three thousand bucks one more moon there's still good line hit john johnson boom boom boom in bod's room that's right [Music] yeah this machine was definitely due after i mean carrie watched me struggle on this game last night i mean struggle one more i knew this game had to do a comeback hi there how you doing today good how are you i'm doing well you can't do recording what did this gentleman tell you i'm spitting fake news again i'm gonna have to call security on you that wouldn't be the first time yeah they called him last time when he had those prostitutes you grabbed his hands on his feet caesar's palace was not a good day remember caesar's palace and that lady i was tracy says i'm waiting jose you got this bee all right cash it out so this yeah so yeah this was a new this was a fresh ticket jimmy beauty on ajita keep it up i got your hoodie in my room during his live play i'll get it for you all right cash cove 25 a spin so the floor is just under 2 500. purple and gold saw it's nice wind keep it up i'm going to purple gold and i got jimmy d there you go all right all right so the floor is like 2 400 and change what doesn't want my ticket i did this yesterday too gaming machine unable to redeem at this time that was weird and it took it cash go 25 to spend cash cove just under 2 400 sorry just under 2 500. come on make up make up for you so 24 in change [Music] 100 dollars get it oh but thank you to all the mods help out thank you to kerry all aboard or luxury line tiffany j beauty great live stream can you play some cats all right we'll do cats after this [Music] no thank you nope i'm doing well not drinking anything so i'm gonna hold off as long as we keep winning i will not have a sip of water the entire livestream i am very superstitious [Music] what did he get nice jose is on ajita as tracy d would say this ticket will be put in the bank after this machine is over that's a great observation [Music] [Music] doesn't want me to quit this game i guess no okay there you go all right couple more spins not gonna go below 2400 come on come on all right final spin on this game cash an hour all right all right so that i think it's done all right we're gonna put another thousand dollar ticket in so once again the floor is gonna be um 500 bucks i didn't have to didn't have time to break down the tickets cats here it is somebody wanted cats to send a super chat and i haven't done cats in a while so [Music] 15 to spin [Music] yes that's it i thought it looked it looked a lot better in my mind sometimes the lower bets work better that's a pay line on 15. oh fine don't have to convince me it looks like if i'm a game manufacturer i'm making 15 lines that's not one of mine [Music] yeah of all the games being different heights different angles it's not always the easiest sometimes to uh that's it fifteen all right 30 that's fine 30 bucks on cats ah 200 nice [Music] come on bank the bonus that's good huh 400. nice [Music] that's right johnny milwaukee loves all the games that have cats in it kitty glitter miss kitty [Music] bonus [Music] [Music] what do you think should i play 45 a spin on catch or keep it here at 30. 500 is the floor we're going for that bonus oh yeah 250. i'll tell you what we'll do actually choose the max you can only play 30 bucks so by default oh bonus nope no nope gina anyway can you play black widow uh maybe you'll do some black widow i'll tell you what since we're doing well in the game we'll i don't want to lose any money on this game so we'll set the floor in a thousand bucks so we guarantee we don't lose any money playing cats [Music] i hate to do well in the machine and go broke trying to hit the bonus so [Music] come on okay 200 just for that [Music] and if we break the two 2000 mark maybe he'll set a floor above that come on full screen say meow i likey [Music] so if the raja ever tells you something about me 95 of the time it's not true he said you were an awesome individual b.o.d yep see told you now he knows better than joke about my dogs so oh yeah that's like the one thing he knows so if he says something about my dogs that may be true but besides that i never had malaria [Music] what's not a pay line but this jagged thing is that's bs hey ben hello [Music] don't get called on me kitty cats [Music] all right um is black widow on here all right this game's getting cold i'm going to use this extra 186 dollars for black widow so the forum black widow's still going to be 500. i so whatever that's worth executive vod decision [Music] forty dollars to spend on black widow [Music] the floor is at 500 on the game he's taking some of that extra money [Music] all right a black widow floor is five hundred dollars oh there's yep i that's a lot of people say i look like the purple guy in black widow they're the pink guy does that look like b.o.d what do you guys think i think it is they modeled it after me maybe that's right the raja this is his favorite game because he gets to see me all the time [Music] wow cheryl clark blackwidow be nice to b.o.d thank you we don't think we had a single playback of anything on black widow yet [Music] not a single does black widow hate b.o.d looks like ben affleck oh there we go on the last spin it pays 160 says don't quit on me [Music] ah mark wahlberg all right final spin and we're putting this ticket in the bank for cats and black widow so cats and black widow is done now i did play some um dancing drums earlier today and i got killed 2 000 down on dancing drums so based on that it's dancing drums revenge [Music] time [Music] yeah i saw my afternoon live play we did play some dancing drums so what do i got left 500 500 500 000 so 6500 in tickets i have 2500 left let's just make it easy to put a 500 ticket here so once again guys i had to get some thousand dollar tickets i couldn't get the 500 so that's why we used some tickets twice 1760 a bet and we're going for three if we get it we're going for three the last three games we haven't done anything so we're due for another bonus here jimbo come on drums let's see a bonus i agree timbo so the mini's at 178 miners 626 that seems awfully high you son of a yeah majors at 9 000 yeah we're going for three because that's what i said all right here we go all right big money there we go that's it [Music] yes oh one more dragon that helped 120 yeah 360. [Music] all right 660 dollar bonus [Music] all right we're gonna play some more uh like 750 floor on this game we need some backup spins let's get another bonus [Music] you know screw it we'll do the mystery if we get it again that sounds fine with me mystery if we get another bonus i just hit five drums [Music] all right final spin unless we hit something um [Music] all right whoops says uh [Music] top dollar let's do it [Music] a lot of people like the double top dollar [Music] yeah 210 dollars to spend sorry 10 dollars a credit 20 [Music] we've been doing better on the lower d knobs right now so [Music] she says always double she's an expert so yeah 10's on there i'm putting a thousand dollar ticket in so the floor will be 500. [Music] so it's 20 dollars yes we did some higher spins earlier going backwards still good slide play [Music] carla howard says good luck tonight hashtag bonus time hope you're staying warm up there [Music] carla [Music] oh [Music] [Music] is my card working all right let's see this top dollar logo [Music] so close there we go [Music] almost 2 000 people watching thank you guys for tuning in tonight make the bonus live play from the cosmopolitan las vegas hit that subscribe button keep notifications on because sometimes i do surprise live play like this morning last spin [Music] and i did some like hundred dollar huffing puff this morning all right let's move on to some pinball [Music] two credit pinball we'll do 20 to spin on this too yes we'll do the video poker [Music] let's set pinball yeah uh these old school pinballs you can't see them anymore you don't find them much all the casinos that have them do not get rid of them looks like the new pinball they have it's a little different format 20 to spin so with a three credit pinball you get five shots with two credit pinball you get four [Music] that was 250 okay give this some more ammo to hit this pinball come on come on [Music] ah so close we have 1500 left after this the big jackpot will be live at 5 30 pacific time so [Music] and maybe i'll do some surprise late night live play tonight you never know that's why you have to subscribe and click those notifications on if i do like it yeah yeah it's something i was waiting for like yeah eight grand i'm like my like time just kind of stopped okay for me i'm like is it gonna happen [Music] it is what time what time is it carrie right now i think about five o'clock or so so it's 4 45 yes there we go uh i think i'm gonna keep the ten dollar genome it's working i hate to blow through everything on the twenty five dollar d numb we ain't broke i rather win a little bit of money on a smaller bet than lose more money on a larger bet [Music] yeah maybe some we'll see late no promises i did a surprise live play this afternoon [Music] and it's not a surprise if i tell you happy new year b.o.d and good luck well thank you sonny happy new year to you come on pinball get a couple decent line hips golden nugget that's a casino we're at the cosmopolitan is there a game called golden nugget oh yeah [Music] what was your biggest hit um nice on 15 bets yeah can't beat that [Music] i know where a wild wild nugget is but um some guy last night kept saying wild wild nugget the whole time and it really gave me bad juju and we lost so no wild wild nugget tonight i'm not a fan of that game anyways but we got a come on bonus 80. okay 250 it's a good start come on 80 80 no 500 bucks come on 80 80. [Music] [Applause] all right we're at 8 40. like 7 60 something like that get it five back upstairs legit whoops taught me so my final spin okay cash now [Music] 1500 left [Music] carrie and i gonna play some video poker for five thirty dollars to spin ultimate x video poker scary carry and body now beauty is gonna make the best choices oh thank you for that i'll do the best i can i got carrie here so we'll [Music] oh i didn't sorry i was um live when you texted me oh you're fine [Music] thank you thank you do you want a cosmopolitan no no no hold nothing or yeah all right oh so i was playing this earlier i got dealt four to the royal correct carry yeah i got dealt four to the royal i had a four-time multiplier up top or something and of course i did not hit it we'll be back to slots after this open ender all right seven queens [Music] maybe i should have held the aces michael alphonse in the house check out live stream casino shenanigans on facebook featuring michael halphon nothing all right the no holds barred anything goes facebook gambling drinking debauchery group sanders lodge shared the length thank you okay in order here we go oh come on give us something here come on [Music] all right here we go four to the flush let's hit this yeah look at the next all right come on four of a kind wherever oh come on oh come on top here okay guys all right come on could be eight thousand dollars it could be all right here we go a little dramatic pause come on twenty thousand dollars here it comes [Music] oh man yep yeah i got del four to the royal with the multiplier i had a couple good deals today [Music] here we go [Music] all right here we go come on four of a kind four of a kind king queen [Music] hey quads there we go oh cheers that's why i got somebody else here [Music] maybe if i do a late night it'd be all video poker live stream it's a possibility if anybody wants to do a video poker with me tonight maybe i'm going for it oh you just look at it [Music] okay so it's open ender too yeah so you need a two or seven eclipse [Music] there we go [Applause] 2500 [Music] all right [Music] nice all right so we're at 28 10. i'll probably play down 2 500 or so yeah um come on here it comes guys let's play for a miracle carry i'm good right yeah ah tyler smith the b.o.d for president carrie lee for vp i like it okay let's do it again come on four of a kind [Music] [Music] [Music] yes sir oh come on four aces come on [Music] [Music] okay that's right it's lacey from the slot ladies the one and only will she go live tonight i don't know if you guys want to send her money on only fans i think she may go live again tonight but hopefully is that how you send people money oh yeah so if you check out lacey's instagram and tracyd or whoever has it share it in the chat and on instagram they have your cash app in there so if somebody wants to send lacey 100 bucks or she gets up to 500 tonight i think she may go live again [Music] oh somebody sent you 100 you just need 400 more all right that sounds fair and whoever sends the most money can pick the game [Music] it'd probably be after the big jackpot tonight probably directly after before the group poll [Music] it actually was good she told me my left arm was sore because my right arm was tight [Music] yeah i had the hundred minute in the end well worth it eight times there we go anything i have a mask on my braces oh there we go can we get the flush can we get a flush ah yeah that's a good way to end it positive money and tracy d thank you mod tracy just shared lacey's instagram so just to confirm her cash app is linked in the buy over instagram right yeah all right so if she gets 500 tonight 400 more she will be going live [Music] am i down only 500 left yeah i guess i'm only at 500 left tonight wow i thought it had more oh yeah we had the thousand between those two machines right so what do we want to do for the last so let me think about schmidt i put 500 in there 500 here okay we all know what's going to happen last guys 25 spins huff and puff [Music] that's right guys huff and puff to end the night and wild wild nugget is being played i was going to end it tonight in a wild wild nugget but some gentleman is playing it so i can't do that yep 25 spins we're doing well we're gonna do 25 spins we did it yesterday for a thousand bucks we couldn't hit so maybe it's due that that logic worked on the uh what game did the logic were gone oh autumn moon we lost yesterday all right here we go 25 spins huff and puff let's do it um yeah maybe some late night live play i'll talk to some people and figure out a game plan there's no promises [Music] well i got some money to throw in the pot it could be video poker who knows two more yeah yeah there we go by the way we're gonna end it we got backup spins all right i'm excited yesterday was terrible today is much much better one more oops man i didn't mean to do that [Music] oh come on don't be like that it is going to be like that we got backup spin so there's one point we just want a coin [Music] ouch and the actual three games only played seven dollars and fifty cents it was bad [Music] 500 bucks will be the floor [Music] thank you that was not a good bonus nope nope nope [Music] come on the volume is maxed out that is not the issue what are you gonna do one more spin to end the night on bank the bonus live play i don't i would like to play it through but i don't know if that's fair because everybody has to agree on it so based on that um i'm okay thank you though so but guys thank you so much on behalf of b.o.d scary carrie and lacey we will see you soon remember check her out on instagram camera's on you just let you know oh hi taking my these are not i can't walk in them so i'm switching all right so check her out on instagram if she gets 500 today she's going live and you pick the game if you're the highest donor and also check her out on only fans so all right guys thanks to glot and i will see you guys later on maybe late night tonight bye

Good morning, hope everyone trades responsibly, let’s make some money!

DOW JONES

Boeing Company (BA) - Air Lease (AL) updated on its order book deliveries, sales and new significant financing occurring in Q2; at the end of the quarter, its fleet was comprised of 301 owned aircraft and 81 managed aircraft, with 398 new aircraft on order from Boeing and Airbus (EADSY) set to deliver through 2026; it delivered one new Airbus A320neo aircraft from its order book, and sold four aircraft.
Johnson & Johnson (JNJ) is facing calls from over 170 nonprofit groups to stop selling its talc-based Baby Powder worldwide, over concerns that it contains cancer-causing Asbestos, while some are also calling for the clearing of existing inventories.
Walgreens Boots Alliance (WBA) Q3 20 (USD): Adj. EPS 0.83 (exp. 1.17), Revenue 34.6bln (exp. 34.36bln), FY20 Adj. EPS view 4.65-4.75 (exp. 5.42); Suspending share repurchase programme, raises quarterly dividend to USD 0.4675/shr, a 2.2% increase. US Retail Pharmacy SSS +3.0% (exp. +1.2%). Most significant COVID-19 impact was in the UK market which required a review resulting in a non-cash impairment charge of USD 2bln. Boots (UK) will be cutting around 4,000 jobs. Annual cost savings to be in excess of USD 2bln by FY2022.

NASDAQ 100

Alphabet Inc (GOOG/GOOGL) said it has shut down its cloud project named “Isolated Region” and added that it was not weighing options to offer its cloud platform in China; earlier reports had stated that GOOG had shelved the project in China and other politically sensitive countries in May, partly due to rising geopolitical tensions and the pandemic; GOOG, however, added that the project’s shutdown was not due to either of those two reasons and that it has not offered cloud platform services in China.
American Airlines Group (AAL) / United Airlines (UAL) have temporarily halted flights to Hong Kong after its government-imposed coronavirus testing requirements for airline crews, according to Politico.
Costco Wholesale Corp. (COST) June sales update saw comparable sales (ex-gasoline and FX) rose 13.6% in the June five-week period, accelerating from the +9.2% seen in May, beating forecasts for around 9% growth.
Facebook, Inc. (FB) announced it is starting a chat with a business using QR codes, where people can scan QR codes businesses show at stores, product packaging or receipts to start a chat. It notes there are over 50mln WhatsApp Business app users globally every month.
Gilead Sciences (GILD) plans to make more of its drug remdesivir available for Germany and Europe from the fall, and will decide how much each country gets based on the rate of infection; it added that it could increase its worldwide monthly production from currently 190,000 treatment cycles to two million treatment cycles in December. Remdesivir is currently the only drug granted a conditional marketing authorisation by the EU for its use in COVID-19 patients.Oracle Corp. (ORCL) (Information Technology/Application Software) has been awarded a cloud services agreement by the Canadian government.

S & P 500

Carnival Corp. (CCL) Aida cruises are to recommence sailing vacations in August.
Ford Motor (F) said its China vehicle sales increased 3% in April-June from a year earlier, its first quarterly sales rise in China in almost three years; China sales grew by 158,589 units in Q2, attributed to the rise to a stronger vehicle line up and “strong demand following the lifting of COVID-19 pandemic restrictions”.
Mylan NV (MYL) announced it received FDA approval for its Hulio, a biosimilar to AbbVie Inc. (ABBV) Humira, for the treatment of rheumatoid arthritis.
Twitter, Inc. (TWTR) has been accused of being biased against conservatives and demanded information about its reactions to two tweets by President Donald Trump; two GOP lawmakers allege TWTR’s content moderation was not neutral. Meanwhile, analysts at Citi note its shares overreacted to the potential subscription service reports yesterday. Analyst Jason Bazinet says although it makes sense, there are many unknowns, such as the price and whether or not it will have advertisements. The analyst highlights that a consumer survey shows roughly 10% of its respondents were willing to pay for a USD 5/mth plan without ads and more analytic services. Citi estimates if such a service were to occur, it would be priced at USD 20/year internationally and USD 60/year in the US, assuming a 5% penetration for base case and 10% for its bull case with advertisements, the analyst believes the revenue contribution would be limited. Citi maintain a neutral rating.
United Continental Holdings (UAL) expects to recognise USD 300mln in employee separation charges in Q2, with USD 50mln to be in cash.
ViacomCBS (VIAC) reached a deal to stream all the UEFA Champions League and Europa League matches starting in August.

OTHER

Bed Bath & Beyond (BBBY) Q1 20 (USD): Adj. EPS -1.96 (exp. -1.22), revenue 1.31bln (exp. 1.39bln). Announced it is to close 200 stores over two years as sales fell around 50% during pandemic; BBBY said it was not reporting comp sales due to temporary store closures.
DocuSign (DOCU) had its PT upgraded at Wedbush to USD 240 (prev. USD 165, prev. closing price 206.35). The analyst “continues to believe DOCU’s deal flow is holding up well/stronger than expected in this Covid-19 pandemic environment which bodes well for strong underlying metrics/headline numbers during FY2Q”.
DraftKings (DKNG) and Twin River Worldwide (TRWH) Mardi Gras Casino announced the opening of DKNG’s temporary sportsbook at the casino in Black Hawk, Colorado. Guests can place bets at the sportsbook from 10th July.
Energy Transfer (ET) provided further clarification around news reports regarding the operations of the Dakota Access Pipeline, stating that it has never suggested that it would defy a court order. Rather, Dakota Access Pipeline was seeking appropriate relief from that order through the established legal process.
Japan Display (6740 JT) : FY group net loss JPY 101.42bln (prev. net loss JPY 106.59bln), operating loss JPY 38.54bln (prev. loss JPY 27.23bln), recurring loss JPY 57.76bln (prev. JPY 40.37bln).
Moderna (MRNA) announced a collaboration for large-scale commercial fill-finish manufacturing of its vaccine candidate with Rovi.
PTC (PTC) expects to deliver fiscal third quarter 2020 ARR growth of 9% year over year, 10% in constant currency; and also expects to deliver double-digit revenue and free cash flow year-over-year growth for the fiscal third quarter 2020; it will report results on 29th July.
Restaurant Brands (QSR) Burger King in the UK is warning of 1,600 potential job losses as it could close up to 10% of its restaurants
SAP (SAP GY, SAP) – Q2 prelim: total revenue EUR 6.74bln, +2% (+1% non-IFRS), operating profit EUR 1.28bln, +55% YY (+8% non-IFRS), non-IFRS cloud revenue EUR 2.04bln +21% YY (19% non-IFRS). At present, cloud backlog seen at EUR 6.65bln, +20%, cloud backlog remains strong but cloud revenue in Q2 was impacted by lower pay-as-you-go transactional revenue given COVID-19. Reiterates FY20 outlook. For FY20: confirm non-IFRS revenue EUR 27.8-28.5bln vs. Prev. EUR 27.6bln, cloud revenue EUR 8.3-8.7bln vs. prev. EUR 7.0bln, operating profit EUR 8.1-8.7bln vs. Prev. EUR 8.2bln. Have seen a strong sequential improvement compared to Q1 regarding software license revenue. Q2 & H1 results will be released on 27th July.
Siemens (SIE GY, SIEGY) – Are to spin off 55% of Siemens Energy to shareholders will equate to 1 Siemens Energy share for 2 Siemens shares. Initial listing of new shares is scheduled for 28th September 2020, will commence with a BBB rating at S&P. Siemens will retain a 35.1% stake in the spin-off and the Siemens pension trust an additional 9.9% stake, as such Siemens no longer has a controlling share. Further stake reductions could take place at a significant scale in the next 12-18 months. Separately, Co. are not planning any job reductions from COVID-19. For reference, in FY19 Siemens Energy generated revenue of circa EUR 29bln according to Siemens AG combined statements.

Additional US Equity Stories

Of note for Social Media names (FB, TWTR, SNAP), ByteDance is reportedly considering a change in the corporate structure to distance the app from China, and is also considering a TikTok HQ outside of China, according to WSJ.
Peloton (PTON) new product will probably not be a rowing machine or exercise bike, its CFO announced, but it could potentially be a lower price treadmill. The CFO stated the co. believes “the running and boot camp category is two-to-three [times] the size of the bike category”, adding it is first and foremost on their minds, reports Barron’s.
Walgreens Boots Alliance (WBA) CFO says towards the end of Q3 online volume sales reached Black Friday levels on a daily basis, and May sales increased almost 120%, with June sales growth even higher.
Tesla (TSLA) CEO Musk announced the automaker was "very close" to developing fully autonomous vehicles and could work out the basics of that technology as soon as this year; he reiterated that the electric vehicle maker has solved most of the essential challenges toward achieving fully self-driven cars that needs no human behind the wheel. The Tesla and SpaceX chief was reaffirming a goal first expressed in 2019.
Delta AIrlines (DAL) CEO reiterates urge for workers to consider voluntary departure., and announced it flew 20% of customers over the July 4th weekend.