GBA Presents: THE BARE ESSENTIALS

[vanzandt]

It's a pool company.
A PE of 5 is generous.

Well Stoney, I see LESL rolling by at $16
They beat and raised, what's the problem?
Must not have raised by that much.
Down 13%

 

[stonedinvestor]

The Block part didn't work out yet.

Block reports stk up.

 

[stonedinvestor]

Well Stoney, I see LESL rolling by at $16
They beat and raised, what's the problem?
Must not have raised by that much.
Down 13%

Van what is the purpose of this aggressive post- You do not like LESL now?

 

[stonedinvestor]

Stoney I don't think it was a SPAC.
We were talking about it 4 years ago. They're the ones that make the glue to use instead of suture right? Among other things.

The company is cheap. 9PE, solid balance sheet, forecast eps growth for 5 years 43%, etc etc.
I honestly think one of the big players will buy them. 52 week high of $21.

Speaking of, you can bet Moderna is looking for acquisitions. They're flush with cash, and in a way, they're a one trick pony. In a way. Now ORGO, that wouldn't be a fit, but we should try to figure out who would be a target for them.
I think we're gonna start seeing more M&A in the whole sector.

ORGO WAS A SPAC I GAVE YOU THE PARENT COMPANY A FEW PAGES AGO.

 

[stonedinvestor]

I NEED TO FIGURE OUT THIS OIL SITUATION.>

I HAVE ONE REFINER 2 majors and European gas play but my weighting has come way down.

China is slowing down! Why is oil going up? //

 

[stonedinvestor]

PSX-! Everyone loves it.

 

[stonedinvestor]

My son has such a killer trade in his account-- I always stick a yield play in these custoldials
he had a big slog of PSXP? I think that was the symbol - it was it was a spun off from PSX as a high % play and then there was one of those parent eating the child situations/ PSX bought out the other LP stock and evereything went crazy more shares Huge return- So jealous!

 

[TrailerParkTed]

FNKO-!

I bought some and more

Well Stoney, I see LESL rolling by at $16
They beat and raised, what's the problem?
Must not have raised by that much.
Down 13%

I use them, the problem is they can be 3X Amazon.

 

[stonedinvestor]

They are very popular every college kid should have one. And then as you get older they get geekier more specialized and costlier. Great toy/doll idea.

Leslie's is so under the covers it only has one analyst estimate out there-! But there is nothing wrong with being a pool company! ask POOL.

LESL raises FY22 EPS view to $1.02-$1.10 from $1.02-$1.10,<-- This didn't help. Error from AP

1-estimate 93c <----

16:51 LESL Raises FY2 revenue view to $1.58B- $1.6B from $1.5B-$1.52B, consensus $1.52B.

1.6 B rev 1.52 consensus

 

[stonedinvestor]