GBA Presents: RADIO SAVANT-!

stonedinvestor said:
Alright sitting tight on everything else. Dropped all gummies and stuff from Brazil just tightening up things. Kept RH! WTF. It's not their fault.......
More...
There is one Brazil stock that reports, I thought was supposed to be today but I guess it's 11/14...
ERJ Embraer
$10.25

It looks solid, and it hasn't followed the overall Brazilian market... using EWZ.
$19B in back orders.
Not a cheap stock at 9X EV/EBITDA and 10X cashflow, 20 PE forward, but I like the $19B in back orders. Option action is very bearish however.
Lots of January $10 puts sold yesterday at the ask.
 
vanzandt said:
There is one Brazil stock that reports, I thought was supposed to be today but I guess it's 11/14...
ERJ Embraer
$10.25

It looks solid, and it hasn't followed the overall Brazilian market... using EWZ.
$19B in back orders.
Not a cheap stock at 9X EV/EBITDA and 10X cashflow, 20 PE forward, but I like the $19B in back orders. Option action is very bearish however.
Lots of January $10 puts sold yesterday at the ask.
More...




I like this company Van! I have owned them before, I think 2013- damn if they didn't crash a plane right after! These guy do have a few go down now and then...




Timing Is Everything!
 
stonedinvestor said:
I like this company Van! I have owned them before, I think 2013- damn if they didn't crash a plane right after! These guy do have a few go down now and then...




Timing Is Everything!
More...
Yeah I was looking at it for an earnings play yesterday, I could have swore they were supposed to report this AM, but I didn't do it, that put action scared me off a bit.

Well, we have till Monday AM i guess.
See what you think.
I haven't looked at today's option activity yet.
Seems like a strong dollar would be good for them, ie more jet for less money for these private charter operations based in the US.
 
You must log in or register to reply here.
Back
Top