While my car is getting worked on, I started to make a BCKY ETF and wanted to share it with you all. I welcome any additions or feedback!
TECH
AAPL - Apple Inc. - Becky never leaves her iPhone behind
BMBL - Bumble - shhh don’t tell Becky’s husband 🤫
FB - Facebook - they own Instagram, Becky’s most-used app
MTCH - Match - Tinder for the casual fling ☺️
NFLX - Netflix - for those nights in 💜
PINS - Pinterest - inspiration central
PYPL - PayPal - makes online shopping soooo easy once you figure it out! 🙌🏻
ROKU - Roku - Bridgerton is on Netflix, but The Bachelor is on Hulu! Having a Roku built into the TV makes it easy to navigate
SHOP - Shopify - online shopping 🛍
SNAP - Snap - Becky prefers IG but loves Snap for the selfies and group messaging (and the secret disappearing messages 🤫)
SPOT - Spotify - music fuels the soul 🎶
SQ - Square - CashApp makes splitting the bill sooooooo easy
Z and ZG - Zillow - for daydreaming and snooping on the neighbors
ZM - Zoom - in these trying times Becky has used Zoom to stay connected with her parents 💕
Entertainment
ABNB - AirBNB - For the little getaways, staycations and girls weekends
AMC - AMC Entertainment - Becky went to second base for the first time in the back of an AMC theater (didn’t even watch any of Along Came Paulie)
BALY - Bally’s - Becky likes a night out at the casino
DIS - Disney - for the kids 💕
LVS - Las Vegas Sands - bachelorette party, anyone?
MGM - MGM Resorts - can’t wait to get back to the clubs to do some DANCING 💃
MSGE - Madison Square Garden Entertainment - nightlife, dining, girls night???
MSGS - Madison Square Garden - Becky dated a basketball player after college (don’t tell dad! 🤫)
MTN - Vail Resorts - Becky’s favorite winter destinations
WYNN- Wynn Resorts - classy casino and hotel - Becky wouldn’t be caught dead anywhere else
Food/Beverage
ABT - Abbott - Baby formula was so helpful when Kai wouldn’t breastfeed. Pedialyte for when you have one too many proseccos 😜
APRN - Blue Apron - Soooo helpful to make Becky’s once-a-week meal or when Carla the “help” is sick.
BUD - Anheuser Busch InBev - those Bud Light seltzers are NECESSARY
CAKE - Cheesecake Factory - who doesn’t love Cheesecake? 😍
DASH - DoorDash - for those quarantine takeout meals with Greg 😍
GRUB - GrubHub - tapas delivered for girls night 😻
SBUX - Starbucks - there’s 4 seasons: Winter, Spring, Summer, and PSL
SFM - Sprouts Farmers Markets - organic only 🍃
SHAK - Shake Shack - for the cheat meals 🤫
STZ - Constellation Brands - wine 🍷 anyone?
Lifestyle/Shopping
AXP - American Express - Becky’s black card never stops 🤪
BMWYY - BMW - for the Beckies with an X5
BURBY - Burberry - 💁♀️👜
CHWY - Chewy - Becky’s frenchie needs food, duh
COTY - COTY - Becky secretly (or not so secretly 🤪) loves Kylie, Dolce & Gabana and Chloé
DFS - Discover Financial - Becky likes getting cash back 😍
DMLRY - Daimler - For the Benz loving Becky
DOGZ - Dogness - luxury goods for the Frenchie
EL - Estée Lauder - cosmetics company founded by a fellow woman 🙋♀️
ELF - e.l.f. Beauty - makeup 💄 what else needs to be said?
ETSY - Etsy - omg so many cute things to buy
FLWS - 1-800-Flowers - I mean who doesn’t love flowers 🌸
FTCH - Farfetch - designer clothing ONLY
GOOS - Canada Goose - Much needed during winter when walking around Manhattan and taking selfie’s at Rockefeller Center. A little trendy but still loving it.
HOME - At Home - cute stuff for the house and cheap enough to throw away after getting that perfect pic for IG
HTHIY - Hitachi - the magic wand is Becky’s little secret
JWM - Nordstrom - designer brands ONLY
KNL - Knoll - luxury designer furniture that is so cute and so comfy. IYKYK
KSS - Kohl’s - Kohl’s Rewards are practically a currency right? 💵
LULU - Lululemon - quintessential Becky. The leggings don’t just make her butt look good, but they’re comfy and perfect for the IG flex
LVMUY - LVMH Moet Hennessy Louis Vuitton - this just speaks for itself
M - Macy’s - ugh kinda for the poor people but they have good deals so Becky will shop online
MA - MasterCard - when the farmer’s market won’t accept American Express
MLHR - Herman Miller - super expensive furniture for the home and sooo comfy
PFE - Pfizer - why is this in the lifestyle category? Because Becky would have a breakdown without her Xanax
TEVA - Teva Pharmaceutical - Becky runs on adderall that is prescribed to her son
PTON - Peloton Interactive - the ultimate Becky item - if you didn’t post your workout on your IG story did you even spin?!
REAL - The RealReal - Cartier, Chanel, Christian Louboutin, LV, Gucci, Hermès, Prada, Tiffany’s and more!
REV - Revlon - some of Becky’s fav actresses promote their products
RH - Restoration Hardware - only the best for Becky’s home
SFIX - Stitch Fix - Becky took the styling quiz and gets emails from them all the time, but still hasn’t placed an order (but she really wants to to support a company headed by a woman CEO 👩🏼💼)
(S)TIC - Northern Star - Becky’s frenchie gets soooo excited for her monthly Bark Box
TCS - The Container Store - Becky just CAN NOT walk by without going in
TGT - Target - 🎯 this one is self explanatory- Becky doesn’t leave until it’s dark out
TSLA - Tesla - for the more environmentally conscious Becky that still needs to flex
TUP - Tupperware- perfect for packed lunch boxes and leftover tapas 🥰
ULTA - Ulta Beauty - looks are everything and Ulta sells everything Becky needs
V - Visa - Becky recognizes that name from the front of some of her credit cards
WSM - Williams-Sonoma - Becky buys a lot of her home goods at Pottery Barn and West Elm
submitted by To start, this should be a single player game. If Bethesda/Obsidian/MS can make it so I can play with 1 or 2 friends, I want that but understand it's not that simple.
So why it should be picked:
First, NY has an amazing history when it comes to Pre-Revolution, Revolution, the Civil War, and beyond. Major events like the battle at Saratoga (which is considered the turning point of the Revolution), the 1980 Miracle on Ice, and Woodstock (along with a whole lot more) all took place in upstate NY. So the rich history of the area is ripe for pro American stylizing and propaganda that gives FO it's unique take on American Atom-punk.
That along with more modern history of things like the Native Americans (The Oneidas) actually taking back their land and forming their own sovereign nation (basically they have their own gov. Pay no state taxes, and self govern with police, fire, and allow gambling which NY does not). So their modern government would not only be some great lore, but I honestly believe could be a basis for the main quest line. Things like their unique tribal leadership, philosophy, and gambling (hello 10 luck) could bring a very grey area to fallout that was kind of missed in FO3 + 4. Plus their mythology would make for a great weird scene that fallout has at least 1 of every game.
Also, for those who don't know, upstate NY is very country with major cities pocketed about. (Utica, Albany, Syracuse, etc). So if you liked NV style of wandering the wastes, or 3s style of city wandering, we've got both. Also, we've got two mountains areas, one in the Adirondacks and the Catskills are the other.
That said, one of the most important parts of fallout are the locations. Where can we go? For that I have a list:
Major locations:
Lake Placid Winter Olympics training facility - the winter olympics world be held in 2078 and if they still exist by then and to play into the game, LP could be the location of those games. Again, the miracle on ice where American Amateurs bested the Communist Russian Pros, was held there. The "Better dead than Red" sentiment would be full force. Not to mention one of a few great locations for a possible vault (80, in this case to house winter olympians). Plus, the weapons could be cool too. Hockey sticks, hockey skate blades on gloves, a goalie mask for armor, you name it.
Cooperstown Baseball HOF - Now when you think Americana, Baseball is one of your first thoughts, don't lie. Cooperstown is baseball central and very pretty. Another great place for pro-american styles and fun gear like baseball base mines, softball helmets (because fuck you "A League of Their Own" style pro-baseball league in FO sounds awesome), and of course bats and baseball grenades. Also a baseball Vault (Vault 4, 5, 7, or 9). Not my idea, but in this vault, there's 32 teams of mens and 32 teams of womens baseball (or coed teams, idk), all of whom are pro players. Vault tec test is simple, winner gets food and drinks, loser gets steroid infused food and drink (but they don't know it has steroids obviously). The idea is, test how good at baseball people can be if given monster amounts of steroids for generations. I'll make a separate post about this in detail if desired.
Canastota Boxing HOF - Another unique area for America. Canastota is pretty boring and empty, but for those of you old enough to remember Rocky when it came out, it basically revived Boxing as a major sport and also had a moment where America bested the Red Menace (Rocky IV). Maybe a spot for a vault or to learn unique unarmed moves. Pugilism Illustrated anyone?
Albany - NYs capital and an easy big city area along the Hudson. A great location for corporate greed, governmental corruption, and side quests. Can't say it'll be the focal point of the game since its very near the eastern border of it, but a good location for exploring and lore.
Buffalo/Niagara Falls - Ya ever gone over the falls in a barrel? Do ya want to? I think using Niagara Falls (which has an American and Canadian side, Canadas is the U-shaped famous one) as Fallouts first "Non-American" location would be fun. First, the falls are beautiful and are a major source of hydroelectric power. Second, in FO, America annexed canada, so it's technically still America! Third, right across the "border" are casinos! More gambling! Third and a half, it's another big city and buffalo is where the buffalo wing was invented (God bless buffalo wings). Besides the cool lore opportunity about the annexation and the city location, the falls could be a major location for the story if the main conflict was about powering the area, similar to NV.
Syracuse - NYs (literal) center city. The Salt City as it was formally known is a big city with some great old and new style. Again, not much about the city to say, but a great opportunity for corporate BS. The main attraction would be the Syracuse Dome (formerly the Carrier Dome). Due to its location and style, it's perfect as a central trading hub for the major cities and people. Think of Great Green Jewel style, people living, bars, shops, etc. BUT the really interesting part is what's right next to the Dome. SUNY ESF (Environmental Science and Forestry). This college is special because (A. I went there) it has very unique programs and with some future tech thrown in, could be a great location for a Fallout 3 Harold or NV vault 22-esq quest. The college already does experiments with major chemicals, evolution (FEV anyone?) and breeding plants for unique purposes. Again, I have a really cool idea for this area, but that can be a different post. Fun fact, ESF is actually working to bring back the North America Chestnut that went (nearly) extinct! Also, some asshole releases the fruit flies the genetics lab work with every year and it sucks.
NYC (Empire, 9/11 memorial, Statue of Liberty) - Yeah yeah, you can't have NY without the City, but frankly there's so much here to explore and deal with, I'd leave it to the pros to really do it justice.
Turning Stone Casino - Gambling, a hotel/restaurants like in NV, and a good spot for the main quest line.
Fort Stanwix - A real revolutionary war fort. HQ or major area for raiders. Safe, well protected and with plenty of history.
Fort Drum and Griffis Air Force Base: Two major bases that could be packed with guns, nukes, and power armor. Heavily guarded by turrets, robots, and security gates.
Main Quest:
Without too much detail, I figure your character will be hired to figure out the future of NY.
You'll be brought to the Turning Stone which is currently the HQ of the Oneida tribe. Your job would be to either work with the other tribes in the former Iroquois Confederation (Seneca, Cayuga, Onondaga, Oneida, Mohawk, and Tuscarora [added later]). (Quick note: in my AU, some time after the bombs fell, the IC came to power because of their knowledge of living off the land and attempted to rebuild society. After some time rebuilding and establishing a post-war society, the tribes do the thing all humans do and bicker. Around 2200 the IC broke apart but the tribes retained power in their areas. They fight, trade, yadda yadda but no one is in control of everything.
Throughout your quest, it turns out that what is holding everyone back is a lack of power for things like lights and running water. Your job will be to determine where to get that power (Nuclear power plant in Oswego or the falls in Niagara?) And where to give it (one tribe? A few? Or all?). But that's not all, the tribes can't decide who should be in charge. One tribe wants to remain independent, don't help the outsiders and rebuild society in their image within NY, another wants to help others but would need to sacrifice their own people's safety and seclusion. Maybe another wants to be imperialist and expand their borders throughout America through way of force and fear while another agrees with taking land but wants it done through offers of protection for taxes. And each tribe has its own opinion on bringing the IC back together, staying separate, or taking over the tribes for themselves.
It's up to you character to decide who to help. Do you work hard to try and bring all tribes together under one banner or choose a side and execute their will as a paid mercenary/ambassador?
Other choices would be chaos by siding with raiders, or maybe a BOS path to take out all the tribes, idk, haven't thought it all out. Again, not a writer.
Mechanics:
So personally, I like the idea that if you choose to go with a single faction, there would a battle/war mechanic where you and an army (or alone if you really wanna try) take over and lay claim to areas similar to Nuka World where you fly the gangs flag. Nothing complicated, normal fallout fights, don't die and kill the leadehis troops to win.
Karma is back. You will garner good or bad rep with each tribe depending on what you do. I'd like an armor system like in NV but I can live without it.
There is an ending. Once you beat the game you can continue doing side quests for armoexperience/ammo but only for the tribes left in power. Occasional rebellions will rise up as random events that need to be put down.
Settlements are limited. Like skyrim, but a plot and build. No need to build one everywhere and you don't even need to do it if you don't want to.
Radio host? Gimme a Mr. New Vegas type guy. I don't want an eccentric 3-dog, I want a smoothed voiced person wishing me lady like luck.
Also, smarter AI.
Otherwise, typical FO mechanics. Weapons degrade, can upgrade weapons and armor, etc.
Main problems with NY:
No real borders to the south. Invisible walls would like be necessary which is stupid. Same to the East, but the Hudson could theoretically be used as a border if you put crazy strong mirelurks or something to kill the player if they tried to cross (or more invisible walls)
Don't want to disrespect the tribes. This is an issue with using each tribe as a possible faction. You're bound to piss off or disrespect one. So it'll be a task to make sure it's as limited as possible.
What to do with the city? It's a huge area that can be used for so much, but as a part of NY it's actually pretty seperated. It's a commercial hub now, but there's nothing there that would really be a reason to go down there. So do you make it one or do we just make it a glowing sea type area that's completely decimated from the bombs? That's my personal choice honestly, but it's a tough one to please as many as possible.
Conclusion: NY is rad.
I'll be taking questions as long as they do not involve Canadian trivia. Thank you.
submitted by Pac-Man,bow,Apple,chest,six pack,nail,tornado,Mickey Mouse,Youtube,lightning,traffic light,waterfall,McDonalds,Donald Trump,Patrick,stop sign,Superman,tooth,sunflower,keyboard,island,Pikachu,Harry Potter,Nintendo Switch,Facebook,eyebrow,Peppa Pig,SpongeBob,Creeper,octopus,church,Eiffel tower,tongue,snowflake,fish,Twitter,pan,Jesus Christ,butt cheeks,jail,Pepsi,hospital,pregnant,thunderstorm,smile,skull,flower,palm tree,Angry Birds,America,lips,cloud,compass,mustache,Captain America,pimple,Easter Bunny,chicken,Elmo,watch,prison,skeleton,arrow,volcano,Minion,school,tie,lighthouse,fountain,Cookie Monster,Iron Man,Santa,blood,river,bar,Mount Everest,chest hair,Gumball,north,water,cactus,treehouse,bridge,short,thumb,beach,mountain,Nike,flag,Paris,eyelash,Shrek,brain,iceberg,fingernail,playground,ice cream,Google,dead,knife,spoon,unibrow,Spiderman,black,graveyard,elbow,golden egg,yellow,Germany,Adidas,nose hair,Deadpool,Homer Simpson,Bart 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submitted by I wanted to share with the group some due diligence and speculation I have done around Gamehost (TSX: GH). I want to start by saying that this is not a situation where you urgently need to buy this right now and ride up a wave, there will be no rocket ships on this post and I strongly encourage you to perform your own due diligence and see if you want to buy this stock. This is an extremely low volume stock and if you rush to buy it, the price will go up far past the supply of sellers. I do not intend to pump this but only to get critique.
Gamehost is an owner and operator of 3 casinos located in Alberta, 2 hotels in Grande Prairie and a retail store rented to a liquor store near one of the casinos. The 3 casinos are: Boomtown Casino in Fort McMurray, The Great Northern Casino in Grande Prairie and the Deerfoot Inn and Casino in Calgary which they own 91% of currently.
As you probably guessed by these locations, the casinos are cyclical and make a lot of money when oil prices are up and go through downturns when prices are low and projects stop. All 3 casinos are not destination type casinos like you would find in Las Vegas where people come from all around to visit, but are very reliant on their local communities. The Boomtown Casino is the only casino in Fort McMurray and the Great Northern Casino is the only proper casino in Grande Prairie with a much smaller limited one in town. The Deerfoot Inn and Casino is 1 of 7 (yes, 7!) casinos in the Calgary area. It primarily focuses on the Southeastern portion of the city and the surrounding suburbs and still serves a market of about 200,000 people in just that area. All 3 casinos are also very focused on live events and have become gathering points for live events and nights out for their communities.
Although all 3 casinos have been affected by oil downturns all 3 communities they serve have much higher median income than the country as a whole. The casinos have remained profitable throughout the entirety of the oil downturn and despite a dividend cut in 2016 they have still paid a consistently strong dividend until the COVID-19 pandemic (more on this later). Grande Prairie’s economy is more focused on natural gas extraction which has been consistently profitable. Calgary as a major city does have a diversified economy as well which leaves just Fort McMurray to be the lone straggler in dealing with oil prices. No new casinos have been built in Alberta since 2006, which has left people still coming to the doors of the casinos regardless of the economy. All three cities have seen consistent population growth greater than 10% from 2016 according to Statistics Canada’s estimates which is far greater than the national average. People are still coming to these cities and are still making a fairly high wage compared to the average Canadian.
The second thing that has likely come to your mind is why casinos when they have been shut down during the pandemic? As the vaccine is currently being implemented the orders will not last forever. When the casinos have been opened even with reduced services, they have remained profitable and the management has responded by using the pandemic as an opportunity. They have been consistently buying back thousands of shares every day and cancelling them. If you look at their SEDAR profile you can see that they have not missed a single day to cancel at least 2,000 shares per day. Since the company had 24.5 million shares issued, they have bought back about 1-2% of the float so far which has made the stock even harder to buy on the open markets due to the lack of volume. They have also been approved to expand the operations of the Deerfoot Inn and Casino which should be completed by the summer. The insiders have followed by accumulating many shares in their personal accounts over this period of weakness.
In the third quarter of 2020 the company posted EPS of 12 cents per share down from 16 cents a year ago. Revenue was down to $4.9 million from $6.7 million. This is with severe restrictions and limitations on the amount of people that can come in the casino and what they can do. All live events were cancelled, table games were restricted and yet the company was still making enough money to buy back significant shares and improve their existing assets. The management has essentially channelled the dividend into making the number of shares decrease in a time of strong price weakness.
There is interest in this space since the largest casino operator in the country Great Canadian Gaming was acquired recently for almost double what they were trading for in the spring. Private equity firms have been looking into casinos as a post-recovery play. Unlike companies in airlines or movie theatres, these do not have significant issues staying profitable during intense downturns, they only become less profitable with a sudden surge afterwards.
I am speculatively buying this stock on the idea that as COVID-19 restrictions are gradually lifted there will be an awkward window where people will be back almost to normal within Canada and will have a strong urge to go out and do activities that they have been restricted from doing for months. At the same time they will be unable to travel internationally due to different countries having different vaccination schedules, planes still operating at reduced capacity with many airlines being in trouble and governments being reluctant to remove limitations abroad. This will significantly bring business to casinos and other live event focused businesses within Canada. I anticipate that in the 12 months past restrictions being lifted that the business will see a significant bump in EPS. They will reinstate the dividend and the share price will grow significantly. My personal price target is $12 per share but I could see it being anywhere from $10-$15 per share. This is without oil prices budging at all.
In the long-term the price will be cyclical based on oil prices unless they start diversifying geographically. It is extremely difficult to get a licence to open a casino, which leaves the company with the only option of acquiring other casinos. This is a possibility down the road but something I will look more into once I see a significant bump in EPS due to increased demand.
I do believe that in the current market with the price having barely recovered from the March lows, that the stock is a very good contrarian play in the 12-24 month range. Holding after that could potentially be risky depending on your own views on how the oil industry will play out and if the management has what it takes to diversify. Online gambling is an even longer term threat but since these casinos are focused on live events and have become a staple of the communities that they are in, this is not likely to be a threat for some significant time.
Please let me know what you think, feel free to criticize. If you guys like my analysis I could do more on other small or mid cap companies. There have been a few I have kicked myself over missing.
submitted by 1) Snowchild - we see his journey roaming the streets of Canada homeless, to money and fame. Also at the end, he is at the theatre/casino entrance staring into the sky with a wide smile
2) Heartless - it begins with our antihero stumbling in a similar entrance of a theatre/casino smiling into the sky and going through an eventful evening of gambling and drugs. It ends with him running down the street, ultimately throwing up from peaking from licking the frog
3) Blinding Lights- it begins with him down the same street, finding his slick Mercedes and drives around Vegas past blinding lights and inevitably crashes I believe during this time he is on his way to perform for Jimmy Kimmel
4) Jimmy Kimmel Performance - An extension of Blinding Lights
5) After Hours Short Film - After the performance he leaves and shows how he is really feeling behind his smile He gets controlled by his glasses and waits in an elevator for a couple to get in for him to do something unusual...
6) In your eyes - After killing the boyfriend in the elevator he chases the girl around and inevitably gets decapitated
7) Until I Bleed Out - This one is kind of a stretch, but it makes the most sense to me When it starts, it looks like the screen is spinning (symbolizing his head spinning off/rolling on the ground as he got decapitated) Throughout the entire video multiple scenes show rotations which further pushes me to believe this is his subconscious thoughts in those few seconds he is still alive after being killed, “until I bleed out”
8) Too late - At the end of In your eyes, the girl is dancing with Abels head on rooftops, I am thinking when she was done, she tossed it off the roof and it rolled down “the hills” (2015) 2 women who resemble a familiar part of LA, done up with plastic surgery find Abels head in the street and take him home They lure a male stripper into their mansion and kill him and sew Abels head onto it I believe they chose this particular body to resemble the ideal image of men in LA (buff, masculine, etc) They do some Voodoo 3 way and BOOM, our Anti Hero lives again
9) AMA Performance - I do not think this is canon, but I am thinking after spending time with the 2 women that got plastic surgery, he took it upon himself to get some work done too Now that he has a new body, he must think he needs a new face as well to get his love back
10) Save Your Tears- We are shown the work that he has gotten done to try and show how much he has changed and for his ex to take him back. Unfortunately he is still the same villain, despite his new look and contemplates suicide
I wonder if the next piece of the story will be from his upcoming Super Bowl Performance...
What do you think???
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