GBA Presents: THE BARE ESSENTIALS

You know that was the first thing I thought- dang that's a good title! And T Shirt... I may get a limited number of gumybear advisor "14% Club" T's going.....

It's SAVANT Time--- I am the last guy to buy a $300 stock... It's humiliating. I'll take 27.
But I have been thinking about farming and tractors and not being exposed to certain other things like sales to Russia and Ukraine but you know bigger fields more planting-- the world could go hungry here... So this may not last that long hopefully... maybe I just rent a tractor.

United Rentals (NYSE:URI), is expensive!
United Rentals, Inc. (URI)- 52 week high $414

338.84+10.49(+3.20%)
As of 11:56AM EDT.

URI seems like a smart IRA play*****
  • Getting a little more gummy about it... perhaps H&E Equipment Services (NASDAQ:HEES), deserves a look.
  • Doesn't say tractor per sey but I bet they do... " Earth moving " equipt they have...
  • Description
    H&E Equipment Services, Inc. operates as an integrated equipment services company. The company operates in five segments: Equipment Rentals, Used Equipment Sales, New Equipment Sales, Parts Sales, and Repair and Maintenance Services. The Equipment Rentals segment provides construction and industrial equipment for rent on a daily, weekly, and monthly basis through a fleet of approximately 42,725 pieces of equipment. The Used Equipment Sales segment sells used equipment through retail sales force primarily from its rental fleet, as well as inventoried equipment that are acquired through trade-ins from equipment customers. The New Equipment Sales segment sells new construction equipment through a professional in-house retail sales force. The Parts Sales segment sells parts for the equipment customers, as well as offers for its rental fleet. The Repair and Maintenance Services segment serves its rental fleet and equipment owned customers, as well as offers ongoing preventative maintenance services to industrial customers. It also provides ancillary equipment support activities, including transportation, hauling, parts shipping, and loss damage waivers. The company's rental fleet consists of hi-lift or aerial work platforms, cranes, earthmoving and material handling equipment, and others. It serves industrial and commercial companies, construction contractors, manufacturers, public utilities, municipalities, maintenance contractors, and various other industrial account customers. As of December 31, 2021, the company had a network of 102 service facilities in the Pacific Northwest, West Coast, Intermountain, Southwest, Gulf Coast, Southeast, and Mid-Atlantic regions of the United States. H&E Equipment Services, Inc. was founded in 1961 and is headquartered in Baton Rouge, Louisiana.

  • HEES $
    Equipment Services, Inc. (HEES) Is A Buy!
    NasdaqGS - NasdaqGS
    https://finance.yahoo.com/chart/HEES?studies=Visitor Trend&ncid=dcm_306158729_490172245_127172993
    42.75+1.08(+2.59%)
    As of 12:02PM EDT.

 
H&E Equipment initiated with an Overweight at Wells Fargo 05:51 HEES Wells Fargo analyst Seth Weber initiated coverage of H&E Equipment Services with an Overweight rating and $55 price target. The analyst calls H&E his favorite small-cap name. Weber sees U.S. equipment rental operators as "best insulated" against current geopolitical turmoil, and says the company's status as a top 10 provider positions it to benefit from improving non-residential construction, industrial, and energy-related project activity.

This stk has broken a down trend from Jan 13 and is now in a bull flag-- It looks good to me.- THE SAVANT
 
Centuria good questions.

RH (RH)-- Van I'm thinking right here.>
NYSE - Nasdaq Real Time Price. Currency in USD
$333.27-7.47 (-2.19%)<---------
As of 01:18PM EST.

What's the downside? People's pep is low they don't want to buy stuff because of high gas prices and home heating.

Which stock does that affect more NKE or RH? I go back and forth. RH is kind of expensive stuff so there is more disposable income. Nike less so.

But ask most kids if there's ONE thing they're damn well going to get it's going to be Nike something.


RHRH

$347.497.16(+2.10%)
 
THE CASE FOR DOUG-

Rents are through the roof in NYC that has to be good for Doug. Doug is also starting out on his own... Residential Sales are way up- DOUG has pricey price per transaction....

The results in Elliman having a 2021 average price per transaction of 1,580,000 per home, substantially higher than our leading competitors, it is important to note that our luxury brand resonates with higher average sales prices across all our markets. Our average price per transaction is 1.45 million per home, outside of New York City, which is well above the national average.

While New York City remains our largest market with $16.2 billion in gross transaction value or close sales in 2021, our South Florida market continue to show strength with $14.6 billion in gross transaction value or close sales, and average selling price was approximately $2 million per home in both New York City and South Florida.

As you know everyone moved to Florida. All these money guys... F em all!

Our market share in the New York City for the quarter and year was 22% and our market share in South Florida for the quarter and year was 20% and 21% respectively. In Florida, we are building on our strength from Miami to Palm Beach, and we were also increasing our presence on the West Coast of the state. Recently, for example, we have experienced significant growth in Naples and St. Petersburg and are looking to expand on the Gulf Coast into Sarasota and Tampa.

let us move on to Douglas Elliman's financial results. Douglas Elliman maintained a strong balance sheet with cash of $214.3 million at December 31, 2021. We believe this will put places us in a position of strength in the market. With the three months ended December 31, 2021 Douglas Elliman reported $334.2 million in revenues compared to $267.5 million in the 2020 period.

For the year ended December 31, 2021 Douglas Elliman reported a $1.35, excuse me, $1.35 billion in revenues compared to $774 million in 2020. Net income was $98.8 million or $1.27 per diluted share for the year ended December 31, 2021 compared to a net loss of $46.4 million or $0.60 per diluted share in the 2020 period.

Dec 30 IPO-->



    • Douglas Elliman(NYSE:DOUG)stock opens at $10 and rises as much as 19%after its spinoff from Vector Group(NYSE:VGR). In mid morning trading (New York time), it's up 13%.
and HERE WE ARE AT $7..... 30%+ discount.

MY IDEA SELL BCRX OF WHICH I HAVE A HUGE GAIN BUT SOME RECENT INSIDER SELLING AND REPLACE WITH DOUG WHICH JUST ALSO HAD SOME INSIDER BUYING.

Douglas Elliman director buys $202.6K in common stock 08:29
DOUG
In a regulatory filing, Douglas Elliman disclosed that its director Michael Liebowitz bought 30K shares of common stock on March 4th in a total transaction size of $202.6K.



Douglas Elliman COO buys $206.4K in common stock 08:27
DOUG
In a regulatory filing, Douglas Elliman disclosed that its COO Richard Lampen bought 30K shares of common stock on March 4th in a total transaction size of $206.4K.



Douglas Elliman CFO buys $101.6K in common stock 08:26
DOUG
In a regulatory filing, Douglas Elliman disclosed that its CFO Bryant Kirkland bought 15K shares of common stock on March 4th in a total transaction size of $101.6K.



TODAY) CZR & DOUG

WATCH- EBAY



 
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