GBA Presents: House of Gummy-!

[vanzandt]

Oh Stoney...
And I invented smart-phones and electric cars when I was 15.

UP NEXT......
Stoney laments on how he was the first to say the Fed should bump the target inflation rate north of 2%.

Time to go back to the old Service Merchandise model...Catalog shopping! Wheee!

I remember that place! You're right. They had metal roller conveyor belts behind the checkout counter. I actually bought a Xmas present for someone there once. There were little tickets on the merchandise in the store.

EDIT:

Service Merchandise's history can be traced to 1934, to a small five-and-dime store founded by Harry and Mary Zimmerman in the town of Pulaski, Tennessee. After leaving the wholesale business, they opened Service Merchandise, Inc., the first of what evolved into a chain of catalog showrooms. It opened in 1960 at 309 Broadway in downtown Nashville, Tennessee.


During the 1970s and 1980s, Service Merchandise was a leading catalog-showroom retailer. At its peak, the company achieved more than $4 billion in annual sales. As the company expanded, it began to open showrooms nationwide, mostly in the vicinity of major shopping malls, which were in vogue in the 1970s. In the early 1980s, the Service Merchandise headquarters moved from Nashville to nearby Brentwood, Tennessee, becoming one of the first businesses to plant itself in the area that is now known as Cool Springs.

In May 1985, Service Merchandise acquired the H. J. Wilson Co. for approximately $200 million. Raymond Zimmerman, the CEO, was attracted to Wilson's stores to gain a stronger foothold in the Sun Belt states. Several of these Wilson's locations included an off-priced apparel department of about 15,000 square feet (1,400 m2). Service Merchandise also had other wholly owned subsidiaries featuring retail stores, such as Zim's Jewelers, HomeOwners Warehouse (later called Mr. HOW Warehouse),The Lingerie Store and The Toy Store.

Service Merchandise was a prominent sponsor of Wheel of Fortune. The retailer also provided some of the prizes on CBS's The Price Is Right, Classic Concentration on NBC, and Shop 'til You Drop and Shopping Spree, both on The Family Channel.

 

[vanzandt]

Stoney!!!!

After much DD.... I like Arista Networks .... BUT...... I think it will pull back.
You can be cheap and wait for the inevitable receding Nasdaq tide, or you can dip a toe in the water and buy a little now at $218.

My biggest loser of the year----> Este Lauder.
I still think this thing will be north of $170 in a year, assuming no black swan surprises.
EL---> $123

 

[semperfrosty]

Didn't want to start a new thread so could I pose the below to the stock pickers here.

Came across it as an ad for a subscription service:

Imagine a stock that:

• You could buy cheaply
• Has the potential to achieve capital gains
• And historically pays you income

The investing ‘sweet spot’

In theory,and with a 15 or 20 year horizon,would such stocks be scarce? Would they be hard to sort and identify?

Thanks for any help.

 

[stonedinvestor]

Stoney!!!!

After much DD.... I like Arista Networks .... BUT...... I think it will pull back.
You can be cheap and wait for the inevitable receding Nasdaq tide, or you can dip a toe in the water and buy a little now at $218.

My biggest loser of the year----> Este Lauder.
I still think this thing will be north of $170 in a year, assuming no black swan surprises.
EL---> $123

What did I tell you about equivocation! If you like ANET upgrade if you think it is going down keep the idea to yourself. It does the children no good to have wishy washy upgrades!

Ta-Da!

EPR Properties price target raised to $47 from $41 at BofA » 06:49 EPR

 

[stonedinvestor]

Didn't want to start a new thread so could I pose the below to the stock pickers here.

Came across it as an ad for a subscription service:

Imagine a stock that:

• You could buy cheaply
• Has the potential to achieve capital gains
• And historically pays you income

The investing ‘sweet spot’

In theory,and with a 15 or 20 year horizon,would such stocks be scarce? Would they be hard to sort and identify?

Thanks for any help.

This is quite easy Semper- Work your way backwards start with the yield. Right? It has to be a high yielding stock or relatively high yielding if you plan to buy a lot of it.-

Then the buying on sale is the art-- you must buy it cheaply so by definition you are buying a high yield stock in a correction meaning that yield is going even higher. So then you have a
baseline has this stk ever traded with such a yield before in history and what is their cover ratio.

For example I am just going to pull up a random cahrt-- SO Southern company. Look at a 5 year chart.

$51, $56, $62-$63, those are all low marks for 2021 & $64, $65 $63 $64 are dips in 22'

Your buy point is $63 area s that reflects a common low the year before and thus = value.. and your Dividend will be at the high hand of it's historical range-- That is when you pounce and that is how you have a $69 stk with a nearly 4% yield.

Using this logic is how we came up with EPR Properties. ~si

.

 

[stonedinvestor]

AeroVironment price target raised to $152 from $128 at Baird » 06:37 AVAV

Bloom Energy price target raised to $20 from $19 at KeyBanc » 06:23 BE

Casella Waste initiated with an Overweight at Wells Fargo » 06:21 CWST

Amkor Technology initiated with a Buy at Melius Research » 06:19 AMKR

Mondelez upgraded to Outperform from Sector Perform at RBC Capital » 06:20 MDLZ

Genelux initiated with a Buy at H.C. Wainwright » 06:05 GNLX

Archer Aviation price target raised to $6.50 from $4.50 at Barclays » 05:47 ACHR

Roku upgraded to Buy from Neutral at Cannonball Research » 05:11 ROKU

Teva upgraded to Buy from Neutral at UBS » 05:00 TEVA

 

[semperfrosty]

This is quite easy Semper- Work your way backwards start with the yield. Right? It has to be a high yielding stock or relatively high yielding if you plan to buy a lot of it.-

Then the buying on sale is the art-- you must buy it cheaply so by definition you are buying a high yield stock in a correction meaning that yield is going even higher. So then you have a
baseline has this stk ever traded with such a yield before in history and what is their cover ratio.

For example I am just going to pull up a random cahrt-- SO Southern company. Look at a 5 year chart.

$51, $56, $62-$63, those are all low marks for 2021 & $64, $65 $63 $64 are dips in 22'

Your buy point is $63 area s that reflects a common low the year before and thus = value.. and your Dividend will be at the high hand of it's historical range-- That is when you pounce and that is how you have a $69 stk with a nearly 4% yield.

Using this logic is how we came up with EPR Properties. ~si

Awesome.Cheers mate.

.

 

[TrailerParkTed]

AeroVironment price target raised to $152 from $128 at Baird » 06:37 AVAV

Bloom Energy price target raised to $20 from $19 at KeyBanc » 06:23 BE

Casella Waste initiated with an Overweight at Wells Fargo » 06:21 CWST

Amkor Technology initiated with a Buy at Melius Research » 06:19 AMKR

Mondelez upgraded to Outperform from Sector Perform at RBC Capital » 06:20 MDLZ

Genelux initiated with a Buy at H.C. Wainwright » 06:05 GNLX

Archer Aviation price target raised to $6.50 from $4.50 at Barclays » 05:47 ACHR

Roku upgraded to Buy from Neutral at Cannonball Research » 05:11 ROKU

Teva upgraded to Buy from Neutral at UBS » 05:00 TEVA

Good Morning Stoney, I hope you enjoyed your holiday!

Archer and CLSK are both up nicely the last two weeks. Thank you for the extra push on SHOT, we made nice cash dumping near the top. Your son will become a good investor, he’s got the Lizard King’s blood!

 

[semperfrosty]

This is quite easy Semper- Work your way backwards start with the yield. Right? It has to be a high yielding stock or relatively high yielding if you plan to buy a lot of it.-

Then the buying on sale is the art-- you must buy it cheaply so by definition you are buying a high yield stock in a correction meaning that yield is going even higher. So then you have a
baseline has this stk ever traded with such a yield before in history and what is their cover ratio.

For example I am just going to pull up a random cahrt-- SO Southern company. Look at a 5 year chart.

$51, $56, $62-$63, those are all low marks for 2021 & $64, $65 $63 $64 are dips in 22'

Your buy point is $63 area s that reflects a common low the year before and thus = value.. and your Dividend will be at the high hand of it's historical range-- That is when you pounce and that is how you have a $69 stk with a nearly 4% yield.

Using this logic is how we came up with EPR Properties. ~s

.

Awesome.Cheers mate.

 

[vanzandt]

What did I tell you about equivocation! If you like ANET upgrade if you think it is going down keep the idea to yourself. It does the children no good to have wishy washy upgrades!

Ta-Da!

EPR Properties price target raised to $47 from $41 at BofA » 06:49 EPR

Don't be stupid. You find quality stocks and you put them on the shopping list. What if the nasdaq pulls back 5% in two weeks like it did last month? That's when you buy quality on sale.

Nice way to kick the week off Stoney.... being a complete dick.