GBA Presents: RADIO SAVANT-!
- Thread starter stonedinvestor
- Start date
Uhhhhh>>>> Yes.
I can't do it sorry Van. HF says they have an inflation problem. Not put into their earn estimates and something wrong with Titanium ??? I guess they use it in their knees?
Avoid for now-
Avoid for now-
DIS next move-
$108 then
$115
$108 then
$115
Van HF bought me STLD at $68 this morning because I had been pestering them last week-
ok with you if I use it here? It was on the watch list big time> Only $69 now
ok with you if I use it here? It was on the watch list big time> Only $69 now
RADIO SAVANT PORTFOLIO- GBA Buys-
Updated*ESG:
BWEN $1.68
GEVO $2.60
PORTFOLIO------------------------------------------------------------------------------
1- SIGA * (new)- $12.60--> $13.00--> $14.96
2- RIVN $34--$31.50
3- Karuna KRTX $131
4- NFE $38.75--> $43.95
5- Darling Ingredients Inc. (DAR) $60.25 (VAN)--> $61.92
6- Next Era ENERGY - $76.50 (VAN)---> $78.00---> $79.83
7- BYD Gaming-$48----> $50.54---> $52.00
8-NU-$3.86--> $4.04
9- CELH $82.50
10-ARCH- $141.70--> $139.56--> $145 --->136 --> $141
11- Disney*-$102.50
12- STLD*- $68
* = new today
My experience has been 12-13 names is the correct amount for any one portfolio. I of course have a very hard time holding to that and some of my portfolios are very crowded. To be sure.
But when I am asked to help someone I always use about 12 names.
Van has two nice ideas in there-- DAR and NEE. Great picks!
Certainly room for 1 more if some killer idea comes around. (I could also just dump RIVN I bought that as a trading vehicle not really for their individual story.)
Like Ford better.
But when I am asked to help someone I always use about 12 names.
Van has two nice ideas in there-- DAR and NEE. Great picks!
Certainly room for 1 more if some killer idea comes around. (I could also just dump RIVN I bought that as a trading vehicle not really for their individual story.)
Like Ford better.
F reports Wed- I don't know why but the expectations seem dangerously high-
The consensus EPS estimate is $0.45 which implies 242.99% year-over-year growth over the $0.13 EPS reported last year. The low estimate is $0.37 EPS and high is $0.58 EPS on $35.19 billion in revenue.
The consensus EPS estimate is $0.45 which implies 242.99% year-over-year growth over the $0.13 EPS reported last year. The low estimate is $0.37 EPS and high is $0.58 EPS on $35.19 billion in revenue.