URI 10X earn--- Karen
GBA Presents: THE BARE ESSENTIALS
- Thread starter stonedinvestor
- Start date
H&E Equipment Services, Inc. (HEES)-PE 11
36.58-1.77 (-4.62%)
36.58-1.77 (-4.62%)
Boy Jimbo is really pushing the oils Van.
We Forgot about Grid Dynamics!
reports Q1 EPS 10c, consensus 5c » 17:59 GDYN Reports Q1 revenue…
Grid Dynamics sees Q2 revenue $72M-$73.5M, consensus $60.77M 18:00 GDYN The company said, "Non-GAAP EBITDA in the second quarter of 2022 is expected to be between $9.5 million and $11.0 million. For the second quarter of 2022, we expect our basic share count to be in the 67-68 million range and diluted share count to be in the 70-71 million range."
reports Q1 EPS 10c, consensus 5c » 17:59 GDYN Reports Q1 revenue…
Grid Dynamics sees Q2 revenue $72M-$73.5M, consensus $60.77M 18:00 GDYN The company said, "Non-GAAP EBITDA in the second quarter of 2022 is expected to be between $9.5 million and $11.0 million. For the second quarter of 2022, we expect our basic share count to be in the 67-68 million range and diluted share count to be in the 70-71 million range."
I have no opinion, other than what I've written before.
1) Seasonality is already priced into any stock that see's seasonal spikes in revenue.
2) There is no growth here, you talk about people staying home or hotels.... but they've had those pools already. So... no new customers except maybe new hotels? How many of those are there.
3) Single digit growth equals single digit PE. PEG ratio's of 1 apply to stuff like... pool companies.
4) Ted said it, I already know it... pool chems are 3X cheaper on Amazon. Hotels may use a service, but more and more people are doing things themselves. New homes are slowing down, inflation is soaring... sorry Stoney... a company that does pools might as well be a company that builds and maintains sidewalks.
5) And if a company is not growing, they need to pay a divy or buyback shares. I have no idea if there's a buyback in place, and could care less to read the report since I would never buy this stock, but I do know they don't pay a dividend.
6) You made that post as if I liked it. No, the only positive thing I have ever said was "of all your stocks, this one may hold up". That was based on having watched itself be glued to the $20-$24 range forever and you (at the time) listing a ton of tech in your portfolio.
I was right. It did hold up and tech crashed. Go figure. VZ right again.
7)But now the level has reset. That's the way stocks work Stoney.
Funko giveth------> and Leslie taketh away.
A stock's a stock.
Be loyal to none.
Even a granny
Will sell when done.
(GDYN)
15.04-0.13(-0.86%)
At close: 04:00PM EDT
16.00+0.96(+6.38%)<---------
After hours:06:30PM EDT
15.04-0.13(-0.86%)
At close: 04:00PM EDT
16.00+0.96(+6.38%)<---------
After hours:06:30PM EDT
Seasonality is already priced into any stock that see's seasonal spikes in revenue.
? LUGHABLE
2) There is no growth here, you talk about people staying home or hotels.... but they've had those pools already. So... no new customers except maybe new hotels? How many of those are there. HUGE MONEY SERVICING PUBLIC POOLS! VAN !
3) Single digit growth equals single digit PE. PEG ratio's of 1 apply to stuff like... pool companies. WRONG!
Raises Fiscal 2022 sales outlook by $85 million, gross profit by $38 million, Adjusted EBITDA by $18 million, and Adjusted earnings per share by $0.06
4) Ted said it, I already know it... pool chems are 3X cheaper on Amazon.
YOU AND TED SHOULD BOTH KNOW AMAZON SUCKS! RICH PEOPLE HAE THEIR POOL SEVICED AND MIDDLE CLASS HAVE THEM SERVICED BY LESL OR BUY LESL PRODICTS AND DO IT THEMSELVES- Largest supplier in America Bub!
Hotels may use a service, but more and more people are doing things themselves. New homes are slowing down, inflation is soaring... sorry Stoney... a company that does pools might as well be a company that builds and maintains sidewalks.
YOU MEAN CONCRETE/
Ayyy don't bring that kind of SHIT reasoning to the table!
Companies that go from loss to profits can be great- they will earn 5 C next year.
? LUGHABLE
2) There is no growth here, you talk about people staying home or hotels.... but they've had those pools already. So... no new customers except maybe new hotels? How many of those are there. HUGE MONEY SERVICING PUBLIC POOLS! VAN !
3) Single digit growth equals single digit PE. PEG ratio's of 1 apply to stuff like... pool companies. WRONG!
Raises Fiscal 2022 sales outlook by $85 million, gross profit by $38 million, Adjusted EBITDA by $18 million, and Adjusted earnings per share by $0.06
4) Ted said it, I already know it... pool chems are 3X cheaper on Amazon.
YOU AND TED SHOULD BOTH KNOW AMAZON SUCKS! RICH PEOPLE HAE THEIR POOL SEVICED AND MIDDLE CLASS HAVE THEM SERVICED BY LESL OR BUY LESL PRODICTS AND DO IT THEMSELVES- Largest supplier in America Bub!
Hotels may use a service, but more and more people are doing things themselves. New homes are slowing down, inflation is soaring... sorry Stoney... a company that does pools might as well be a company that builds and maintains sidewalks.
YOU MEAN CONCRETE/
Ayyy don't bring that kind of SHIT reasoning to the table!
Companies that go from loss to profits can be great- they will earn 5 C next year.
- Gross profit increased $13.9 million, or 19.5%, to $85.6 million compared to $71.7 million in the prior year period and gross margin increased 30 basis points to 37.5% compared to 37.2% in the prior year period.
Oil is in a major supply crunch and will be all year. It takes time to create new production and many companies choose not to. The inventory reports would be huge draws except for Biden's loans from emergency supplies which I believe are at record lows now.
Enerplus earnings not earth shattering but very solid. I currently own Enerplus, Whitecap, Cenovus, Gear Energy, and MEG Energy. They all had good reports. I used to own huge positions in Baytex and Athabaska but their latest reports were disappointing; I do however want to rebuy Baytex at some point.
I currently own no Nat Gas firms; it's an interesting situation with Nat Gas really, really high but both Arc Resources and Crew Energy had poor quarters. I was considering purchasing Arc today but didn't. Crew ran up a ton in short order I made a nice profit on it although I missed the last big move this week. It'll drop a bunch now I think. Arc remains great value longer term.
The key in Energy is buy the firms with great quarters. They tend to move for weeks often higher then most expect. Those with mediocre quarters can drop hard but eventually people forget.
March 1st 2017 Scotts Miracle Grow is 77 it goes on a multi year unbroken run.
Where was the seasonality each year. The down turns?
Where was the seasonality each year. The down turns?
Straight to $200 plus.
Pool Corp- $90 the year I first bought it.
Pool Corp- $90 the year I first bought it.