GBA Presents: THE BARE ESSENTIALS

The funny thing is the US has to re stock the reserves and in a timely manner.. so in the brief forays under $100 guess who's buying!

The real stories now- Diesel..... <--- SHORTAGE // and Aviation fuel<---- and Nat Gas. Russian turned off Poland's pipes so more needed in Europe. The Nat Gas play is a gold rush<----

AR-

EE-

LNG-

NFE-

In one account or another I own all of these... NOG in and out...
 
Also the Ethanol blend in gas is going WAY up... Cars are going to drive like shit...
But Ethanol producers... I have a large PSX Philips66 position but there must be someone else-
 
The funny thing is the US has to re stock the reserves and in a timely manner.. so in the brief forays under $100 guess who's buying!

The real stories now- Diesel..... <--- SHORTAGE // and Aviation fuel<---- and Nat Gas. Russian turned off Poland's pipes so more needed in Europe. The Nat Gas play is a gold rush<----

AR-

EE-

LNG-

NFE-

In one account or another I own all of these... NOG in and out...

Some of these plays are going to go much higher sometime in the next year or so. How they do so in a volatile broader market is a short term risk. But the market tends to underprice what $7 Nat Gas ( even $4-5 ) or $102 Oil ( even $60-70 ) does to the bottom line of these companies. Until the numbers come out, and even then it depends on company strategies which quarter they blow it out of the water ( there are hedges, cancelled accounting write downs, ... ).
 
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When my wife and son recently visited Charleston they commented how clean the streets were and how little crime there was. Gawdy people sport these huge gold watches with no fear of getting jacked. And every pedi cab driver said the same thing "we only have 1% crime"

Well I heard those stories and since then there have been a multiple shooting and then another in which a bunch of baseball kids had to hit the dirt as the parking lot was strafed with many many bullets. North Charleston maybe not so nice? I'm pretty unnerved by this but not showing it.

I go down at the end of June.
 
Van I bought the stock at $100 I'm down slightly I posted $115 for the Essentials portfolio because that was the start of the portfolio because you were so upset I hit Constellation Brands out of the park. I gave you updated prices to make you happy.
Stoney
First of all, I never owned this thing. Not even as a recommendation.
When you first brought it up I said:

Yeah on WOLF, we need to read the S-1 for real. I didn't realize it has only been trading 32 days.

It came out around $80, so there's no way some early insiders not subject to lock-up aren't gonna start dumping. Or maybe there aren't any, maybe its the standard 180 day thing. What about the underwriters? You know they must have exercised the right to buy more.
I wouldn't touch this stock atm Stoney.
Waaay more DD required.

On March 30th I wrote this:

$121.95>>>> $118.50

Granny's shorts Stoney!

Followed by this, insinuating it was a huge dog.
Note the play words... "wolves".

WOLF>>> $117.36 now Stoney!!! :sneaky:

How Wolves Evolved into Dogs

WRITTEN BY: Annie Lennon
eyJidWNrZXQiOiJsYWJyb290cy1hc3NldHMiLCJrZXkiOiJfcHVibGljXC9fZmlsZXNcL3N5c3RlbVwvY2tcL3RyZW5kaW5nXC9kb2ctNjc4MDczXzk2MF83MjBfMmM1ODcxZDM3YWMxMzBmZWFlYWViYmZiMGMxMmZkYjcuanBnIiwiZWRpdHMiOnsicmVzaXplIjp7IndpZHRoIjo3MDAsImZpdCI6ImNvdmVyIn19fQ==


Second, and I know you'll get mad if I were to say the "L" word (as in liar), but when it hit $120, you went on about how you missed getting in.

Quote:

damn I had WOLF at $105! I F*ed up folks......
That was in reference to you calling it out a few days before.

On April 12th you said:

Adding Wolfspeed, Inc. (WOLF) - $108 area
NYSE - Nasdaq Real Time Price. C
108.94+4.25 (+4.06%)
As of 02:25PM EDT.

Now Stoney... I hate to tell ya, but today was first day it went below $100 since March 15th

Before that it was on a watch list.

Jan 27:

<<WATCH LIST>>

WOLF

PKG (AND OTHERS IN SECTOR)

MEOH

BG

CLNE

LAZR

KEX

The best anyone can gather from what you've posted here is $108

The savant called it out as a short at $121 and $118.... and called a position last week at $114

No wizard of oz, and no L word here. Just savant calls on my part. ;)
 
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When my wife and son recently visited Charleston they commented how clean the streets were and how little crime there was. Gawdy people sport these huge gold watches with no fear of getting jacked. And every pedi cab driver said the same thing "we only have 1% crime"

Well I heard those stories and since then there have been a multiple shooting and then another in which a bunch of baseball kids had to hit the dirt as the parking lot was strafed with many many bullets. North Charleston maybe not so nice? I'm pretty unnerved by this but not showing it.

I go down at the end of June.
N. Charleston's the hood.
 
Putin has already done something really stupid. AR is nat gas and nat gas is my ballywick

I made a great trade thank you on AR already and I've been out while it's based. I posted about this yesterday but some of the best trades are the ones you get back into. All the gas they sell is un hedged and Nat gas price is more than 2X last earn report. That adds up to HUGE cash flow.

I am looking for cash flow on most of my big investments.
All the energy stocks are trading on Ukraine.
Everyone knows this.
Not savant material when everyone in the world is talking about it.

Tech is dead. I don't think we'll get a big rally for some time now.
You kinda blew that one too.
I said I was pulling for ya, but I also said you were wrong.
Turns out I was right.
Go figure.
As usual.

Buy Thor. Especially if it breaks $70
 
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