GBA Presents: House of Gummy-!

There is one Brazil stock that reports, I thought was supposed to be today but I guess it's 11/14...
ERJ Embraer
$10.25

It looks solid, and it hasn't followed the overall Brazilian market... using EWZ.
$19B in back orders.
Not a cheap stock at 9X EV/EBITDA and 10X cashflow, 20 PE forward, but I like the $19B in back orders. .
STONEY!!!
He did it again.
$10.25 ----> $16.71
Selling into the Brazilian strength.

Lots of option volume on VALE the last 2 days too btw. :wtf:
 
Stoney I'm gonna advise you to take some off the table even though the VZ rally is still alive.
I suspect the upside is near.
Remember... the end of Q3 Q4 is gonna be ugly.

Moody's Mark Zandy... (no relation) must have read my posts... he was on CNBC today and he called it "the biggest headwind going forward." The student loan thing.

Readers here got that info 2 weeks ago from VZ.
Soon everyone will be talking about it. :thumbsup:
 
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