GBA Presents: RADIO SAVANT-!

GREAT MINDS THINK ALIKE. MORE THAN A SAYING: A FACT-

UBS surveyed its analysts for stocks with attractive upside vs. downside in volatile markets.

"We've focused on stocks where we believe our analysts have a truly differentiated view vs. consensus, and where we have interesting or proprietary data sources (from UBS Evidence Lab or elsewhere)," strategist Keith Parker wrote in a note. "From a strategy perspective, we've found that risk/reward is attractive when this much recession risk is priced (>80pctl) but as we move later cycle, avoiding the biggest underperformers becomes even more important for portfolio returns."

"Indeed, our analysts have identified opportunities with attractive upside vs downside skew in these volatile markets."

The top conviction picks by sector are:

  • Basic Materials (XLB)
  1. DuPont (NYSE:DD), price target $96: "We believe the market is not currently appreciating the significant shift in DuPont's exposure and growth following a series of strategic actions."
  2. Steel Dynamics (STLD), $105: "We assess steel prices should find support around pre-Russia/Ukraine levels of U $900-1,000/st into 2H22 (vs US$1,300/st spot), due to elevated iron ore/met coal prices, still well-above historical levels."
  3. Berry Global (BERY), $78: "We believe lower leverage, stable/growing earnings, increasing circular feedstock mix, and a shift in cash return policy (more returns and growth investments) as factors that should shift investor sentiment more positive, pushing the stock higher."
  4. Graphics Packaging (GPK), $26: "Our Buy rating on GPK reflects our view that the boxboard market is underappreciated following years of stagnant growth and limited pricing power."
 
I often think what do the Aliens think of us?

Undoubtedly they have taken the temperature of our planet.

They know we are facing the abyss and like so many planets before us unable to do anything.
Frozen in a state of political paralysis- where the 8% of idiots that reject science control the narrative.

Has ' technology ' ruined all but a few planets where life was at one time?

The sand was so hot in Fire Island near the steps my dog would not go. He ran away.

The drought is so bad plants will not grow. Lawns turn brown. Streams run low.

When will we seed the clouds? When will we create rain ourselves? Can it be done.

Give us water and we pledge to start over. Give us water!
 
I often think what do the Aliens think of us?

This one tape smuggled into TOI 700 d. It was picked out of the airwaves by a scout craft speeding by, capturing a glimmer of American life in the whisp of the airwaves... the year 1994, the day Feb 14- What will they think?

 
Lets see if we can get a good pull in here and pounce.

Aerojet Rocketdyne Non-GAAP EPS of $0.20 misses by $0.27, revenue of $528.5M misses by $42.03M
Aug. 01, 2022 7:33 AM ETAerojet Rocketdyne Holdings, Inc. (AJRD)
  • Aerojet Rocketdyne press release (NYSE:AJRD): Q2 Non-GAAP EPS of $0.20misses by $0.27.
  • Revenue of $528.5M (-5.1% Y/Y)misses by $42.03M.
  • As of June 30, 2022, the company's total remaining performance obligations, also referred to as backlog, totaled $6.9B. The company expects to recognize approximately 34%, or $2.3B, of the remaining performance obligations as sales over the next twelve months, an additional 24% the following twelve months, and 42% thereafter.
 
Am I different now-? The baptisms of the sea. Suddenly I'm back to finding undiscovered gems.

“The color blue has been found by an overwhelming amount of people to be associated with feelings of calm and peace,” says Shuster. “Staring at the ocean actually changes our brain waves’ frequency and puts us into a mild meditative state.” A study published in the American Association for the Advancement of Science’s journal even found that blue is associated with a boost of creativity.
 
My mental state. Why is it elevated now despite the craziness around me?


The smell of the ocean breeze also contributes to your soothed state, which may have something to do with the negative ions in the air that you’re breathing in. These oxygen atoms have an extra electron and occur in places like waterfalls and the ocean, says Shuster. A study published in the Journal of Alternative Complementary Medicine suggests that negative ion therapy could be used to treat symptoms of seasonal affective disorder.<---------- I have this and more....
 
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gummybear advisors presents ' 3D Printing Week ' Make It.
 
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