GBA Presents: THE BARE ESSENTIALS

vanzandt said:
I think we got hoodwinked on that one.

Hey, I think it's safe to buy tech now. I know you said that the day before yesterday, but I'm looking at (earlier) the nasdaq being down 1.7% with the vix relatively flat, and it was even down a little earlier. It should be up more with the S&P and NAS down like this and the Dow only up 70 points.

Buy your Upstart down here at $83.90
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we are about to have one of those face ripping rallies within a bear market it feels like.
 
stonedinvestor said:
American Battery Technology Company (ABML)
Other OTC - Other OTC Delayed Price.

1.2500+0.1085 (+9.51%)
At close: 03:59PM EDT
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I am home alone. You may wonder why this $1 stock in the middle of all of this proper investing? Well it's twofold- One it's recycling! And damn if that isn't a huge trend next year!!!
Lithium Battery recycle we have to corner the market at some point LICY<----

But the other reason is chance. I borrowed a laptop I haven't uses in ags and when I went to Yahoo Finance it showed a picture in time--the last stocks i was looking at when I used this computer last... and there it was American battery...

 
stonedinvestor said:
GBA CONSUMER ESSENTIALS-

DAVE & BUSTERS

CONSTELLATION BRANDS

US FOOD

RH

LESL

ABEV-

SHAK-

NIKE-

STEVE MADDON-

CAPRI HOLDINGS-
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Hmmm.
I didn't like that finish at all today in tech. I think I might have been wrong when I said it's safe to buy.
Of the stocks you listed above:

DAVE & BUSTERS

CONSTELLATION BRANDS

US FOOD

RH

LESL

ABEV-

SHAK-

NIKE-

STEVE MADDON

I dunno Stoney. RH has not bottomed yet. SHOO, looks to be at the top of its channel, didn't that guy go to prison for stock fraud back in the day? Or was that someone else? Yulia says Anne Klein is for hill-billy women... and I have never heard of any of their other brands. The balance sheet looks ok. Still a little pricey. I think I'd lose it and replace it with SKX. Sketchers. It closed at $39.77.

You know I like SHAK, but it's the same price it was 3 years ago. Good food but still, 2% same store sales in Q4 2021. I just keep hoping someone will buy them.

Constellation brands is a sell north of $257. CGC or not.

PLAY is overrated. Beware the insider buy ploy.

LESL lol... you know how I feel about it. But of all of them, it might actually have 10% in it. :thumbsup:

US Food... ahhh. They don't move that much. At least SYY pays a 2% dividend. Sysco owns its own truck division too. That may be a bad thing however.

ABEV--- you said you have never heard of any of their brands. Stella Artois is good. But they're a subsidiary of a subsidiary of Inbev. BUD. So... if you have to own one, stick with STZ, but imo, even though beer is certainly a bare essential... dump em both.

Ya know one stock we have rarely spoken of that gets absolutely no love at all and is actually near a multi-year high and appears to be in your beloved liquified natty sector complete with pipelines... KMI. Kinder-Morgan. Lot of debt. But the founder has bought a lot of stock at this level over the years. Crazy old coot. Fwiw, one of the Najarian brothers has liked this thing forever too. If you get bored this weekend when spa-girl leaves for work, maybe dig into it. It actually looks to be breaking out finally.
KMI>>> $19.37
 
Van it's too late to bitch about these stocks they are all bought in large size.

I'm not even going to react. They have all been through extensive buy side analysis by us both no need to turn on them now.

In fact I want to do the opposite. Take a look make sure I'm not missing anything... and then lets somehow just follow these names without panicking. I am a buy and hold investor. But with this thread it's impossible to hold I always want to buy something new.. Man, lets just take a breath.

I've just assembled all this, spent hundreds of thousands dollars thoroughly pissed off my handlers and raised alarm bells with my wife.

THESE ARE THE BARE ESSENTIALS.. US FOOD you want to take that out existence see what happens to your food availability! --

I've gone off the edge when the wife was away... Just let me do my thing and these all will go up a lot. I keep selling everything after $10 gains because I don't trust the market. But now everyone doesn't trust the market // I'm trying to go the other way but dealing with a bunch of PTSD in the Hedge fund community and a brother-in-law who's humping every MILF in Florida instead of watching over my account.

I'm not including all my energy holdings because it's alot and it may be transitory.
 
<<<THE OFFICIAL GUMYBEAR ADVISORS BARE ESSENTIAL PORTFOLIO>>>


DAVE & BUSTERS

CONSTELLATION BRANDS

US FOOD

RH

LESL

ABEV-

SHAK-

NIKE-

STEVE MADDON

DESIGNER BRANDS- DSW-

<<GBA SPECIAL SITUATIONS>>

SIX FLAGS (recovery)

DOUG (RE NY & Fla)

ACC CAMPUS (Kids College And dorms)

EVOLVE tech- (security from guns public transit)

<<GBA TECH>>

--> WOLF

-->UPST

-->PLTR
 
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