GBA Presents: THE BARE ESSENTIALS

81% of Americans anticipate a recession this year.

Wow. Don't know what to make of that.

I am so f ed*. I constructed al these portfolios for (don't laugh) The Recovery, The Post-Covid happiness; the trips, the going out to eat - the summer of summers.

Now all of that is in question. The only thing we know for sure is weddings.

Honestly everything has changed in 1 1/2 weeks. > Or has it.

Really smart dude on TV just now fund manager and he is buying food stocks Sysco instead of US Food! and he is buying home improvement stocks like HD and AZEK... That's where my head is at.
 
Cathie Wood's ARKK is worst-performing US equity fund in Q1 2022: Morningstar


Market watchers were taken aback when Cathie Wood’s flagship Ark Innovation fund fell 24% in 2021. This year, the widely popular ETF logged an even bigger loss in just the first quarter alone.

According to financial analytics firm Morningstar, Ark Innovation (ARKK) was the worst performing U.S. equity fund in its universe of coverage during the first quarter of 2022. The exchange-traded fund registered a loss of 29.9% in the three months ended March 31,
 
Van is this a BARE ESSENTIAL-

Goldman Sachs sees 'favorable risk-reward' ahead of Constellation Brands results 19:09 STZ Goldman Sachs analyst Bonnie Herzog keeps her Conviction Buy rating and $275 price target on Constellation Brands ahead of its Q4 results expected April 7th. The analyst is citing the upbeat comments by the company's CEO at a recent industry conference confirming continued strong demand across their three core beer brands and greater visibility into inventory levels for the quarter. Herzog also states that Constellation Brands likely continued to make strides in improving out-of-stocks through the quarter, with inventory levels likely back to normal by the end of Q4.
 
I wrote this a while back--

Solar is the topic of the day. It is such a tough sector.

CSIQ was always my play back in the day.But there is Jinko JKS and many others<--

I've been burned before with false break outs but part of this Russian story is no one wants Russian oil anymore. And it really is going to speed up large scale solar projects... We probably want exposure in Germany and France & US... and then it gets complicated about who has a commodity part of solar and who has panels, who has the chips> and then it gets more complicated who had the lowest cost,,, it's a tough a sector.

If you want to make a lot of money- 100% and you have some stomach for pain,you may want to take a look at a stock of mine that I have gotten beaten up in good. I am still a holder - waiting for price of steel to come down because that's a huge imput cost for these guys...

But at $11 they are giving this stock away. Array makes metal couplings that rotate so solar panels can move and always catch the suns most direct angle<-- increases effeciency.

Array Technologies, Inc. (ARRY)
NasdaqGM - NasdaqGM Real Time Price.

11.36+0.12(+1.11%)
As of 09:52AM



Up after earn AH ~ stoney
 
What Is AKA?

Piper lists winners and losers from semi-annual teen survey 05:50 AKA, AAPL, AMZN, CMG, CPB, CROX, ELF, FIVN, GIS, LULU, MCD, NKE, OLPX, PYPL, SNAP, ULTA, AKAM, EL, SBUX, SQ, BYND, VFC Piper Sandler analysts published the firm's 43rd semi-annual teen survey results, which captured 7,100 responses across 44 states with an average age 16.2 years. Overall teen spending stood at $2,367 per year, up 9% year-over-year led by clothing and footwear, they note. The analyst says the results were positive for a.k.a. Brands Holding (AKA), Apple (AAPL), Amazon.com (AMZN), Chipotle (CMG), Campbell Soup (CPB), Crocs (CROX), e.l.f. Beauty (ELF), Five9 (FIVN), General Mills (GIS), Lululemon (LULU), McDonald's (MCD), Nike (NKE), Olaplex Holdings (OLPX), PayPal (PYPL), Snap (SNAP) and Ulta Beauty (ULTA).

They says results were mixed on Akamai (AKAM), Estee Lauder (EL), Starbucks (SBUX) and Block (SQ) and negative on Beyond Meat (BYND) and VF Corp.'s (VFC) Vans.
 
Azek in 'large scale' C&D recycling pact with DTG Recycle 07:04 AZEK The AZEK Company announced a PVC recycling alliance with DTG Recycle, the largest recycler of construction and demolition waste in the Pacific Northwest. The alliance expands AZEK's FULL-CIRCLE PVC Recycling program to now include the collection of PVC-based C&D debris. As part of the alliance, PVC scrap and debris collected by DTG Recycle will be processed by Return Polymers, AZEK's vertically integrated recycler, and then incorporated into one of AZEK's many sustainable outdoor living product lines made with recycled PVC material, including TimberTech AZEK decking and AZEK and Versatex Trim. "We are excited about what this C&D recycling alliance with DTG Recycle represents - a new recovery channel for PVC waste and scrap that might be otherwise destined for landfills," said AZEK CEO Jesse Singh. "AZEK's goal is to recycle one billion pounds of waste and scrap annually by the end of 2026. To achieve this ambition, and, ultimately, to advance and sustain a circular economy, it is imperative to find new solutions and new partners whose leadership, capabilities and sustainability goals match our own. We have found that and more in DTG Recycle." Show Related Items >>
 
Nucor confirms $15M investment in NuScale Power 07:31 NUE, SV Nucor (NUE) announced that it is investing $15M in NuScale Power, a developer of small modular reactor nuclear plants. Nucor has entered into an agreement to fund NuScale via a private placement in the Special Purpose Acquisition Company, Spring Valley Acquisition Corp. (SV), that intends to merge with NuScale. This capital will support the path to commercialization of NuScale's proprietary and innovative SMR technology, the NuScale Power Module.
 
--Lear upgraded to Buy from Underperform at BofA 06:42 LEA BofA analyst John Murphy upgraded Lear to Buy from Underperform with a $195 price target.

--Array Technologies upgraded to Buy from Neutral at Guggenheim 06:46 ARRY Guggenheim analyst Joseph…

--DocuSign price target raised to $105 from $82 at Baird 06:45 DOCU Baird analyst William Power raised the firm's price target on DocuSign to $105 from $82 and keeps a Neutral rating on the shares. The analyst noted the company hosted its annual customer showcase and came away positive on what appears to be improving traction for customer comments. More broadly, he remains positive on the ongoing digital transformation opportunity, strong product leadership and solid profitability, but he has also been concerned with potential disruption from recent sales and management changes, driving the current Neutral rating.

--Loop Capital starts Upstart at Buy with positive view of its 'unique' platform 16:14 UPST Loop Capital analyst Hal Goetsch initiated coverage of Upstart with a Buy rating and $140 price target. The company's AI technology expands consumer credit in a "responsible and inclusive way" as it drives the consumer funnel and facilitates matches between borrowers and bank/loan buyers, the analyst tells investors in a research note. Goetsch adds that Upstart's platform offers a large productivity gain versus traditional credit models.
 
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Aptiv double upgraded to Buy at BofA 06:57 APTV As previously reported, BofA analyst John Murphy double upgraded Aptiv to Buy from Underperform with a price target of $165, up from $125, as he rebalanced his ratings among his auto makers and suppliers coverage. Despite cuts to his volume forecasts, he believes that the near-term volume pressure is setting up for a more robust production volume recovery. His anticipated peak around 2025 should set up for "a broad-based constructive trade on the group to persist into 2022-2023," said Murphy, though he acknowledges he expects stocks in the sector may remain volatile over the next few months.
 
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