GBA Presents: RADIO SAVANT-!

stonedinvestor said:
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.
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Bear View-
Credit Suisse starts Boeing at at Underperform on negative order outlook 16:39 BA As previously reported, Credit Suisse analyst Scott Deuschle initiated coverage of Boeing with an Underperform rating and $98 price target. His broader "zero-sum thesis" rests on the notion that A&D is in a zero-sum game and he sees Boeing being on the wrong side of the equation. He sees the outlook for orders being negative given factors that include China, macro uncertainty, U.S. dollar strength, financing costs, freighter weakness, product positioning, and past over ordering, noting that the for Boeing "orders have a strong correlation with stock performance."
 
stonedinvestor said:
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.
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A tire just fell off one of their 747's on t/o. Rolled down the runway. :D

What I say in my HD write up regarding BA? At $131 it looks like too good of a buy. It has to go down more. Sucker's play. That said, it might rise a little with the tide.
 
stonedinvestor said:
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.
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I saw that yesterday. All the wires have been pumping the deal. Sell the news.
TSC is a good company, but it HD has way more room to run. Timing is everything in the markets Stoney. HD's time is now.

TSC $200
 
Blondie is the best. One of my favorite bands and gals. I have alot of original footage of Blondie I just don't know what the rules are I took it! Blondie did a store opening in Soho with Stephan Sprouse the designer and I filmed with my High 8.. This is one of my projects get these cartridges changed into ? MPEGS? Discs don't even exist anymore.

This is a fun Vid: Look At The 4:19nmark-- truer words there never were relayed over the air Bravo Chris Stein!

 
Van I have had TSCO forever over 5 years-- I am up over 100% even with the collapse.

HD is back where it was 5 years ago just about, you may be right that it is more oversold and more due a bounce but don't compare these two companies! TSCO is a powerhouse.
 
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