GBA Presents: RADIO SAVANT-!

GM, GM--

Alas it is not my new deck that's on the lower level. This is the rotting and now missing a huge chunk upper deck-- what an experience a bear at your sliding door... This summer's expense will be doing the upper deck like the lower-- so there are bills that will have to be paid...

DOMO is good. DOMO wants to impress you. DOMO wants to be profitable for you.

JMP Securities positive on Domo's focus on profitability 07:46 DOMO
 
stonedinvestor said:
Nice spot on the Insider sells at NINE Van.

ichart-1532286-930-180-60.png

This must be because they have nat gas exposure.
More...

Personally I've been avoiding Nat Gas plays the last few months. The Oil plays are better this year they sold off way too much on the previous Oil drop that has reversed entirely as expected. At $81 WTI some of them are in a sweet spot already great balance sheets, their hedges if any aren't losing money, and nice profits coming. Positive news will come occasionally boosting stock prices. Yesterday was my second biggest dollar gain since I started actively trading again in 2020. It could have been even better but there is often a partial lag as traders/investors are wary of big Oil gains until it sticks ( all of yesterdays gains were on the open ). May be some follow through today and I will look to pare weaker performers my weighting is rather high at the moment.

If Nat Gas itself reverses course sometime in the next 2 years as expected there will be some big winners then. I still like Crew Energy, Tourmaline, Arc Resources. On a 2-3 year basis these Canadian plays can't miss a new pipeline to Asian markets goes in maybe 2024. I just need a better situation to buy them other then Crew may be is a good day trade on positive Nat Gas days.
 
<THE MORNING HOT SHEET>

BIT OF A LATE START FOR YOURS TRULY. (BEAR SCARE) // LETS GO THROUGH THESE TOGETHER IN REAL TIME--


Nephros sees Q1 revenue $3.7M, up 69% vs. last year 07:32 NEPH

Never heard of this co.-
Company Profile
NEPH

Nephros, Inc. engages in development and sale of high performance water solutions to the medical and commercial markets in the United States. The company operates in two segments: Water Filtration and Renal Products. It offers ultrafiltration products that are used in dialysis centers for the removal of biological contaminants from water and bicarbonate concentrate; and in hospitals for the prevention of infection from waterborne pathogens, such as legionella and pseudomonas, as well as in military and outdoor recreation, commercial, and other healthcare facilities. The company also develops and sells medical device products for patients with renal disease, including a second generation hemodiafiltration system for the treatment of patients with end stage renal disease. In addition, it manufactures and sells water filters that improve the taste and odor of water, as well as reduce biofilm, bacteria, and scale build-up in downstream equipment under the Nephros and Nanoguard brands for the food service, hospitality, convenience store, and health care markets, as well as medical institutions. The company was incorporated in 1997 and is headquartered in South Orange, New Jersey.


NEPH Nephros, Inc.

$1.140.07(+6.52%)3:59 PM 04/03/23

NASDAQ |$USD |Pre-Market:$1.31+0.17(+14.94%)<---------:caution:

Biohaven price target raised to $31 from $27 at Cantor Fitzgerald » 07:19 BHVN

Another mystery stock I swear this used to be a different much more expensive biotech, I think they have re started recently as a spin off IPO or this is another company with almost identical name to the one I remember/ relatively short history.

BHVN Biohaven Ltd.

$13.900.24(+1.76%)4:00 PM 04/03/23

NYSE |$USD |Pre-Market:$14.47+0.57(+4.10%)<-----------:caution:

Harmony Gold upgraded to Buy from Hold at Investec 05:50 HMY

Etsy upgraded to Overweight from Neutral at Piper Sandler 05:47 ETSY

WideOpenWest upgraded to Overweight from Sector Weight at KeyBanc 05:30 WOW

WOW WideOpenWest, Inc.

$10.34-0.29(-2.73%)4:00 PM 04/03/23

NYSE |$USD |Pre-Market:$10.70+0.36(+3.48%)<--------:caution:

Company Profile
WOW

WideOpenWest, Inc. provides high speed data, cable television, and digital telephony services to residential and business services customers in the United States. The company’s video services include basic cable services that comprise local broadcast television and local community programming; digital cable services; WOW tv+ that offers traditional cable video and cloud DVR functionality, voice remote with Google Assistant, and Netflix integration along with access to various streaming services and apps through the Google Play Store; and commercial-free movies, TV shows, sports, and other special event entertainment programs. Its telephony services consist of local and long-distance telephone services; business telephony and data services include fiber based, office-to-office metro Ethernet, session initiated protocol trunking, colocation infrastructure, cloud computing, managed backup, and recovery services. The company was formerly known as WideOpenWest Kite, Inc. and changed its name to WideOpenWest, Inc. in March 2017. WideOpenWest, Inc. was founded in 2001 and is based in Englewood, Colorado.

Oneok upgraded to Buy from Neutral at Citi » 05:27 OKE

I've noticed these guys before. Rather stable for being in LNG, PE 11-12 // EPS $5.45 //
Yield 5.8%

Company Profile
OKE

ONEOK, Inc., together with its subsidiaries, engages in gathering, processing, fractionation, storage, transportation, and marketing of natural gas and natural gas liquids (NGL) in the United States. It operates through three segments: Natural Gas Gathering and Processing, Natural Gas Liquids, and Natural Gas Pipelines segments. The company owns natural gas gathering pipelines and processing plants in the Mid-Continent and Rocky Mountain regions. It also provides midstream services to producers of NGLs. The company owns NGL gathering and distribution pipelines in Oklahoma, Kansas, Texas, New Mexico, Montana, North Dakota, Wyoming, and Colorado; terminal and storage facilities in Kansas, Missouri, Nebraska, Iowa, and Illinois; NGL distribution pipelines in Kansas, Missouri, Nebraska, Iowa, Illinois, and Indiana; and transports refined petroleum products, including unleaded gasoline and diesel from Kansas to Iowa, as well as owns and operates truck- and rail-loading, and -unloading facilities connected to NGL fractionation, storage, and pipeline assets. In addition, it transports and stores natural gas through regulated interstate and intrastate natural gas transmission pipelines, and natural gas storage facilities. Further, the company owns and operates a parking garage in downtown Tulsa, Oklahoma; and leases excess office space and rail cars. It serves integrated and independent exploration and production companies; NGL and natural gas gathering and processing companies; crude oil and natural gas production companies; utilities; industrial companies; propane distributors; municipalities; ethanol producers; and petrochemical, refining, and NGL marketing companies, as well as natural gas distribution and electric generation companies, producers, processors, and marketing companies. ONEOK, Inc. was founded in 1906 and is headquartered in Tulsa, Oklahoma.


Haleon initiated with an Outperform at Bernstein 04:50 HLN>

Well hello friend-- this is an interesting portfolio of products-

Company Profile
HLN

Haleon plc, together with its subsidiaries, engages in the research, development, manufacture, and sale of various consumer healthcare products in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. The company provides oral health, pain relief, respiratory health, digestive health, and other products, as well as vitamins, minerals, and supplements. Its portfolio of brands includes Advil, Sensodyne, Panadol, Voltaren, Theraflu, Otrivin, Polident, parodontax, and Centrum. The company was formerly known as DRVW 2022 plc and changed its name to Haleon plc in February 2022. Haleon plc was incorporated in 2021 and is headquartered in Weybridge, the United Kingdom.

>>> I bet they made bundles on Theraflu! 6 months up 33%!!!!!/ but basing here at this level since JAN<---------


HLN Haleon plc

$8.170.03(+0.37%)4:00 PM 04/03/23

NYSE |$USD |Pre-Market:$8.35+0.18(+2.20%)8:10 AM


Butterfly Network (BFLY) up 27.8% after announcing FDA-cleared AI-enabled lung tool

Natura &Co confirms sale of Aesop to L'Oreal for enterprise value $2.525B » 18:38 NTCO, LRLCY
 
Nine-Ender maybe you could add your thoughts here.

But nat gas very low means more of it used-- and thus the transportation side of it and the well maintenance side of it (NINE) and these guys look to be in a favorable situation.

ONEOK, Inc., together with its subsidiaries, engages in gathering, processing, fractionation, storage, transportation, and marketing of natural gas and natural gas liquids (NGL) in the United States. It operates through three segments: Natural Gas Gathering and Processing, Natural Gas Liquids, and Natural Gas Pipelines segments.

Nothing about the actual drilling right? Everything Oneok does would benefit from lower LNG correct-?
 
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