GBA Presents: RADIO SAVANT-!

YOU WILL SEE ONE RACE HERE IN WHICH VERIFYING GETS ABSOLUTELY SMOKED BY FORTE THE DERBY FAVORITE THAT DOES NOT GIVE ONE MUCH HOPE.. BUT WE NEED FORTE TO RUN INTO A LITTLE TRAFFIC NOT TO HAVE A GREAT RUN THAT'S THE ONLY WAY TO BEAT HIM- AND IN THAT CASE I THINK WE HAVE A SHOT-

NICE HORSE--

 
Derby Day I got $50 on Verifying-!

I looked around and the news is lacking.Usually I get one lead from reading the Times.. nothing today.

I look through the news flow. Nothing. Ok time to fish....

HOW TO FIND A STOCK TO BUY WHEN THERE IS NOTHING TO BUY...

Vertiv is silencing the doubters
The data equipment provider has heavyweight backing in the form of activist value investor Starboard Value, and its executive chairman is longtime Honeywell CEO Dave Cote. However, though it operates in desirable end markets, its operational performance hasn't always lived up to its potential. For example, colocation data center companies like Equinix and Digital Realty Trust are guiding for double-digit percentage growth this year, and the cloud/hyper-scale market remains in growth mode with companies like Amazon, Microsoft, and Alphabet looking to increase their market shares.

WOA! THAT'S SOME PRETTY HEFTY FRIENDS


VRT.png

NYSE: VRT
Vertiv
Today's Change
(4.68%) $0.67
Current Price
$14.98
VRT
S&P
Key Data Points
Market Cap
$6B
Day's Range
$14.28 - $15.22
52wk Range
$7.76 - $17.88
Volume
4,187,373
Avg Vol
3,785,345
Gross Margin
29.85%

While end-market demand is fine, Vertiv was behind the inflation curve in 2021 and 2022, and spent much of 2022 raising prices to offset its higher costs. After shocking the market in early 2022 by revealing an earnings miss for full-year 2021, it managed to push through pricing increases as expected in 2022, but it still missed its guidance ranges for working capital and free cash flow.

Vertiv delivers
Consequently, heading into the first-quarter earnings report, investors were concerned that there might be some bad debts out there, or that some customers would be ready to cancel orders due to the price increases. However, Vertiv's working capital and cash flow easily surpassed its guidance for the quarter. Management also raised its full-year margin and operating profit guidance, and maintained its guidance range for $300 million to $400 million in free cash flow for the full year.

image

Image source: Getty Images.

With a market cap of $5.6 billion, Vertiv trades at 16 times the midpoint of its free cash flow guidance, and that's too cheap for a company with such excellent top-line growth prospects. Meanwhile, if the Starboard Value thesis is correct and Vertiv has a medium-term opportunity to grow earnings by raising margins to the level of its peers, then it has excellent bottom-line growth prospects too.

GOOD FIND STONEY!!! HOW DID YOU DO IT....

I backtracked starting first by culling Insider buys.
 
The 71,600 shares that the Director bought also equals his entire stake in the co.

Either he's a new director catching up... or he knows now is the time--

One more stock with a big Insider buy is TUP. This also was a $1 mil outlay. And he owns much more of the co.


GOUDIS RICHARD
Executive Vice Chair 254,500 @$3.92 $1,000,134 (478,588)
(Indirect
Direct)
 
On 4/11 two insiders bought TUP>

2 days later)
Tupperware Brands strength attributed to speculation after Cohen tweet 04/13 TUP, CHWY, GME Shares of Tupperware Brands (TUP) are up 20c, or 16%, to $1.52, in early trading and sources are pointing to speculation regarding a tweet from investor Ryan Cohen as a possible reason for the early strength. In a tweet last night, Cohen, the entrepreneur and activist investor who founded Chewy (CHWY) and is currently the chairman of GameSto (GME), said: "I just got off the phone with what was once a great American brand. Lots of problems, no accountability for high paid execs and little interest in my help (at no cost). This could get interesting." The tweet is speculated to possibly be a reference to Tupperware Brands, which announced on April 10 that it had engaged financial advisers to "help improve its capital structure and remediate its doubts regarding its ability to continue as a going concern."
 
A strange anomaly took place with the TUP> The stock fell off a cliff just a few days after their purchase.

Strange right? IF THEY HAD WAITED Two DAYS THEY COULD OF PAID $1....Not$4

I'm thinking about this and it doesn't make alot of sense.
 
You must log in or register to reply here.
Back
Top