GBA Presents: RADIO SAVANT-!

Icahn accumulates 8% stake in Crown Holdings, WSJ says 20:50
CCK
Activist investor Carl Icahn has accumulated a $700M stake in Crown Holdings, making him the second largest shareholder with a stake of about 8%, The Wall Street Journal's Cara Lombardo and Lauren Thomas report, citing people familiar with the matter. The report further states that Icahn believes that the company should shed some non-core units and buy back more stock..




#11-> CCK Crown Holdings, Inc. up 10% 5 days Icahn in.

$75.071.39(+1.8
 
In my opinion, Friday was likely another opportunity to get into some Cdn energy plays that reported. Small dip after weeks of a nice rally. I own Athabaska Oil, Baytex Energy, Gear Energy, Crew Energy, Arc Resources. I had positions in Crescent Point, Pipestone, Tamarack Valley, Cenovus but traded out of them. Gear I'll sell if it stagnates again. I missed a good day on Pipestone it's a good play when Oil moves. Crescent Point is a difficult trader it tends to get dragged by US indexes on the NYSE. Tidewater ( TWM ) reporting soon got real cheap recently, but it trades thin so not easy to take a large position. I was lookin at $1.10ish Cdn and didn't get in; now it's $1.19. Last rally in this stock it got much higher.

Basically I try to ride some of the good reports and take advantage of daily moves up or down best I can. The Nat Gas plays I'm optimistic based on the oversized earnings from Thursday night but I've been burned at times by them stagnating or consolidating in a random fashion while the Oil players rally. In theory Arc Resources should be a home run with 25% dividend increase and earnings $1.32 >>> $0.81 but it tends to underplay at times it's a big stock attractive to more conservative investors. $5.20 a year annualized earnings on a $20 stock seems super cheap to me with a decent dividend. Athabaska has decades of reserves and a vastly improved balance sheet. Baytex is still doing amazing perhaps the largest upside potential if Oil has a good winter. Crew made 0.65 >>> 0.20 again massive for a company priced at $6.35. They were 0.14 stock in March 2020. So in 3 months they made almost 5 times profit of their entire market cap at the bottom.

It's a volatile sector but the valuations are compelling.
 
A couple long shots-- Property in Singapore & Indonesia & Vietnam? yes please.....

Description


PropertyGuru Limited operates online property classifieds marketplaces in Singapore, Vietnam, Malaysia, Thailand, and Indonesia. It serves agents and developers to advertise residential and commercial properties for sale or rent to property seekers. The company was incorporated in 2006 and is based in Singapore.


A)-Property Guru- PGRA

Cold weather Cruising!

B) -Linblad- LIND
 
Don't quote me quite yet on that rally is over thing... that was emotional.. I only paid attention half of the day yesterday and when the Fred went to Q&A I thought how bad could it be....

Then this am I just lost faith... luckily they're still some groovy
unknown companies and I think we have found another one in Rubicon.

Software for waste companies...<-- talk about niche'
An old school realm that must continue faces new world realities... every waste system needs some

RBT Rubicon Technologies, Inc.


$2.030 .06(+3.05%)





THIS WAS THE CALL OF LAST WEEK VAN-!
 
I don't know how I find this stuff-- The Somerset Gimp revealed!






If you missed this clip Van you are missing everything!
Apparently this nut job has been crawling around in the mud in a scuba suit for years terrorizing this small town. And then he came upon two drunk chaps who couldn't care less! Priceless!
 
On Horse Racing

Is Flightline the Greatest Thoroughbred Since Secretariat?
The 4-year-old colt is undefeated in five races, winning by an average of more than 10 lengths. The Breeders’ Cup Classic on Saturday will be his first big moment in the spotlight.

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Flightline, with Flavien Prat up, winning the Metropolitan Mile at Belmont Park in June.
04horses-flightline1-1-8078-articleLarge.jpg




THE ANSWER IS YES! WHAT A BEAUTY!!!!!
 
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