GBA Presents: RADIO SAVANT-!

CE Chart--
It looks real good.

$117 now----> $126 is virtually guaranteed!

TA Target $139.

PE under 10

Feb 18-
Dow, Celanese among stocks to play future of plastic, Barron's says 02/18 DOW, CE, LYB, BERY, ORGN, UNVR When people think of plastics, they might not think first of chemical companies. Though we call them chemical companies, many are really just plastics companies, Al Root writes in this week's edition of Barron's. Dow (DOW), for instance, makes chemicals with names like propylene oxide, propylene glycol, polyether polyols, ethylene dichloride, and vinyl chloride monomer that are all used to manufacture packaging, industrial parts, and even latex for paint, which is, after all, liquid plastic. The author names six chemicals and plastics companies worth a look, namely Dow, LyondellBasell (LYB), Celanese (CE), Berry Global (BERY), Origin Materials (ORGN), and Univar Solutions (UNVR

IDEA #3 CE
 
stonedinvestor said:
Nine do you think Nat gas is bottoming here-- the stocks are acting like it and M&A in sector--

2 Baron's Ideas)- One is a Div aristocrat that we have but it has not performed... YET!

British American Tobacco stock could soar 25%, Barron's says 09:11 BTI British American Tobacco is a sleeping giant of the United Kingdom stock market that may be about to wake up, Callum Keown writes in this week's edition of Barron's. The stock has blown hot and cold in recent years, but the company is building an impressive portfolio of alternatives to cigarettes, while a pending regulatory decision over its Vuse Alto vaping product could provide a near-term catalyst, the author notes. Reference Link

> FirstEnergy should thrive as America goes electric, Barron's says 09:07 FE The U.S. is trying to wean itself off fossil fuels, and FirstEnergy, an Ohio-based electric utility, should be among that campaign's winners, Andrew Bary writes in this week's edition of Barron's. FirstEnergy looks like one of the better plays among public companies. It has a dividend yield of 3.9%, about a quarter-point above the sector median, and an improving outlook as it seeks permission to raise rates in several states over the next few years, the author notes.
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I'm not loving Nat Gas here it's just better to buy Oil stocks. Despite Oil being down a touch today, all my Oil stocks are up suggesting sentiment has changed with the massive earnings beats. Longer term Cdn Nat Gas could get really good second half 2024 with the new pipeline to the West Coast going in. That's a long way away though. I have no positions in Nat Gas. Baytex I'm not sure why the market isn't picking up on the value yet but often in the past when these situations occurred the stocks made a massive move once resistance is broken.
 
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Nine_Ender said:
My favorite fund manager recommended the following TSX Oil stocks : BTE, TVE, ATH, MEG, CVE, WCP. TVE and ATH report I believe on Wednesday evening, MEG Monday night. The rumour is ATH will initiate a dividend or huge stock buyback maybe in April. TVE has languished lately because of a large sell order by another company. BTE I've mentioned in previous posts; it's a deep valued play at current levels. On Friday, Oil bounced up off recent lows and ATH rebounded close to highs in recent months. BTE kind of low balled the massive earnings beat but it's done that before then rallied hard. MEG is a pure Oil play with 35 years of inventory; I rebought some Friday before the analysts scheduled TV interview. Caught a 4% move so far holding into earnings. CVE has pledged to return all excess cash flow to shareholders when they meet a metric maybe in a quarter or two. WCP made a move on Friday kind of a delayed reaction to excellent earnings.

Note the new NYSE listing BTE might be a good way for you guys to make a volatile Cdn play; a more blue chip play would be CVE a company likely making $1B in excess cash flow this year. MEG is the analysts long term favorite but it's a frustrating stock to own at times so it might be more of a trade with Oil momentum. I do however like owning any of these on earnings days. CVE and WCP beyond earnings action require patience but are good places to park cash without full exposure to Oil volatilty.

We are getting into a normal strong seasonality for Oil stocks. WTI at $70 is likely a hard floor because Biden keeps selling SPR reserves at a record pace and he has vowed to replenish them if Oil drops below $70. Historically this kind of manipulation by the US govt has created short term spikes in Oil when the selling ends. The risk/reward on these companies is really good regardless some are selling at a P/E of around 3 or 4.
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been looking thru this:
https://archive.fast-edgar.com/20230224/AFZZP22CZ22A92Z2222W22ZLA5MEZZ2S4552/a2022yepressrelease.htm
Guidance is based on $75/bbl
The company looks solid.
As long as oil stays up and they keep paying down debt.

$4.35
 
stonedinvestor said:
$70---$72 seems to be an area where last time Earn came around PT's were set. At lest 3 houses set the PT there and there has been no action since.

So I can only guess. But $78 is a 5 year High <---- !!

If BJ clears $80 it's a straight line to $95 //

The way these analyst think I would place my bet on a PT of $90.
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Stoney I'm not liking what I'm seeing today on BJ's fwiw.
$73 now
I think it's gonna drop this week.
 
stonedinvestor said:
CE Chart--
It looks real good.

$117 now----> $126 is virtually guaranteed!

TA Target $139.

PE under 10

Feb 18-
Dow, Celanese among stocks to play future of plastic, Barron's says 02/18 DOW, CE, LYB, BERY, ORGN, UNVR When people think of plastics, they might not think first of chemical companies. Though we call them chemical companies, many are really just plastics companies, Al Root writes in this week's edition of Barron's. Dow (DOW), for instance, makes chemicals with names like propylene oxide, propylene glycol, polyether polyols, ethylene dichloride, and vinyl chloride monomer that are all used to manufacture packaging, industrial parts, and even latex for paint, which is, after all, liquid plastic. The author names six chemicals and plastics companies worth a look, namely Dow, LyondellBasell (LYB), Celanese (CE), Berry Global (BERY), Origin Materials (ORGN), and Univar Solutions (UNVR

IDEA #3 CE
More...





IRA Alert********************************

CE Celanese Corporation

119.45 )<---- GO TIME!

1:08 PM 02/27/23
NYSE | $USD | Realtime
 
stonedinvestor said:
One way to play it>

CRWD Apr 2023 140.000 call
OPR - OPR Delayed Price.
3.10
At close: February 17
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-The Option King Scores Again! Book Em' Dano!


CRWD Apr 2023 140.000 call-///////
OPR - OPR Delayed Price. Currency in USD
Follow
5.03+1.33 (+35.95%)
As of 01:19PM EST. Market open.
 
We have been following One Spa hldgs -- The cruise ships start reporting tomorrow this could shine ilght on One Spa.--

Down 7% here looks like an opportunity>


Market Summary > OneSpaWorld Holdings Ltd
$11.44 USD −0.89 (7.22%)
today/////
 
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