GBA Presents: RADIO SAVANT-!

You should be long Apple now in your IRA's-

Citi 'not fearful or concerned' about Apple earnings report 06:56 AAPL Citi analyst Jim Suva says he's "not fearful or concerned" about Apple's upcoming earnings report on October 27, despite media and investor concerns. Apple shares have slightly outperformed the broader market, given "better-than-feared" results year-to-date, continued product launches, and positive news flow on consumer preference for higher priced iPhone 14 Pro models, Suva tells investors in a research note. He says mixed news flow related to iPhone builds are not uncommon during this time of the year and that he remains positive on the shares. Checks suggest iPhone 14 build is still on track for second half expectations of 90M units, Suva says. He keeps a Buy rating on Apple with a $185 price target.
 
GBA UPGRADE- Boeing- $131

This stock is buyable Now- GBA shorted at $170... I'll leave it at that

Boeing monthly deliveries showed important improvement, says Susquehanna 06:52 BA Susquehanna analyst Charles Minervino said Boeing's September delivery data showed an important improvement in 737 MAX deliveries at 36 compared to August's 27 and his estimated 34. He noted they also delivered seven 787s in September which puts the company on solid footing to enter 4Q at a similar rate to meet his delivery estimate of 20 total for the quarter. Minervino reiterated his Positive rating and $192 price target on Boeing shares.
 
Scorpio Tankers buys back 49.6K shares of common stock 06:51 STNG Yesterday evening, Scorpio Tankers "announced that it has purchased its common shares in the open market. The Company purchased 49,615 of its common shares in the open market at an average price of $39.82 per share as part of the Company's securities repurchase program

Mizuho sees 'limited' risk to Uber, Lyft from DOL proposal 06:47 UBER, LYFT, DASH The Department of Labor published a proposed rule yesterday that is basically consistent with the Obama-era labor framework, which was rescinded during the Trump Administration, Mizuho analyst James Lee tells investors in a research note. The analyst believes it is impractical to classify gig drivers as full-time employees because drivers want flexibility of working hours and the ability to work for multiple platforms. He says a global standard for gig workers "could be a logical outcome and financial risks appear to be limited" for Uber Technologies (UBER), Lyft (LYFT) and DoorDash (DASH).

UBER will bounce today<------
 
I don't know Lyft as well...

Lyft upgraded to Buy from Hold at Gordon Haskett 06:26 LYFT Gordon Haskett analyst Robert Mollins upgraded Lyft to Buy from Hold with a $24 price target. The combination of "multiple catalysts" and "overly negative sentiment" creates a favorable risk/reward for the shares, Mollins tells investors in a research note.
 
Damn Idiots-

Yeti price target lowered to $48 from $76 at Piper Sandler 06:01 YETI Piper Sandler analyst Peter Keith lowered the firm's price target on Yeti to $48 from $76 and keeps an Overweight rating on the shares. The analyst says that given the "tough" multi-year comps, continued weakness in big ticket discretionary items and the continued overall macroeconomic weakness, he's taking down Yeti's second half of 2022 comp estimates by 5% each quarter and taking fiscal 2023 sales growth to flat. He reduced the stock's multiple from 25-imes to 20 given the macro uncertainty, lower sales growth, and the higher interest rate environment.
 
Biohaven Pharmaceutical initiated with an Overweight at Piper Sandler 04:36 BHVN

I have to look into this... HF bought this the other week.. and I was confused I remember these guys getting bought by Pfizer. Strange. Maybe I'm confusing co's--
 
2ND STOCK OF THE DAY- TRACTOR SUPPLY

Van if you like HD you will love Tractor Supply this is the gold standard in high growth retail. Great Co.

Tractor Supply sees Orscheln deal adding about $75M to revenue in Q4, FY22 18:36 TSCO For the fourth quarter and fiscal 2022, the revenue from the acquisition is anticipated to add about $75 million to Tractor Supply's net sales. Given the transaction expenses and early implementation costs to be recorded in the fourth quarter of 2022, the impact of the acquisition is expected to be relatively neutral to operating income in the quarter and for the year. For fiscal 2023, the revenue from the acquisition is anticipated to add at least $300 million to Tractor Supply's net sales and be accretive by at least $0.10 to diluted earnings per share. This considers anticipated integration expenses that will partially offset accretion in year one of the acquisition. Over the course of the next 15 months post-closing, the stores retained by Tractor Supply will be remodeled to the Tractor Supply brand. The Company is raising its outlook for store growth opportunities to 2,800 locations, an increase of 100 stores. Post-closing, the Company estimates it will have annual revenues over $14 billion, more than 2,100 Tractor Supply stores and 50,000 Team Members.
 
Cameco sees Q3 uranium deliveries 5M-5.5M pounds 17:03 CCJ Cameco is providing preliminary operating results for its third quarter ended September 30, 2022. "On October 27, 2022, we plan to announce our 2022 third quarter results before markets open," the company said. "We expect to announce deliveries in the uranium segment for the quarter ended September 30, 2022, to be between 5 million and 5.5 million pounds, in line with the pattern of deliveries for the third quarter of 2022 disclosed in our annual MD&A. In our fuel services segment, we expect to announce deliveries for the same period of between 2.1 million and 2.4 million kilograms of uranium. Production in our uranium segment for the quarter ended September 30, 2022, is expected to be 2 million pounds (our share) from Cigar Lake. Production in our fuel services segment is expected to be 1.5 million kgU for the same period. The restart activities at McArthur River and Key Lake continue to progress with first production coming from the mill expected later in the fourth quarter of 2022. Our Inkai joint venture has continued to experience delays in shipping material via the Trans-Caspian route. Depending on when we receive the shipment of our share of Inkai's 2022 production, our 2022 share of earnings from this equity-accounted investee and the timing of the receipt of our share of dividends from the joint venture may be impacted. Interest by third parties in contracting with us for the supply of our uranium and fuel services remains strong. Utilities continue to be focused on ensuring they have the conversion and enrichment services they require secured under long-term contracts. As a result, we are seeing prices for conversion at historic highs and have been focused on agreeing to long-term supply terms with customers to meet their increased demand. Year-to-date, we have added to our long-term contract portfolio more than 50 million pounds in our uranium segment and more than 7 million kgU UF6 conversion in our fuel services segment."
 
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