GBA Presents: THE BARE ESSENTIALS

stonedinvestor said:
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/ :D

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.
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Seasonality IS priced into a stock that is season specific.
I mean this is stock common sense 101.

Do you really think Scotts Miracle Grow will go up every Spring because Wall Street Titans roll out of bed and say "Hey... it's Spring, people will buy fertilizer".

YOU DON'T THINK THEY KNEW THAT ALREADY IN DECEMBER WHEN THEY CRUNCH NUMBERS?

Omg. Whatever.
This is possibly the dumbest thing you've ever written.

*Edit: you might get away with posting that on whatever forum Robinhood kids use though.
 
I could on and on... I used to think your way Van and get in and out of these things-- I just did it with CHDN because racing sesson is here... I do it! But the correct reasoning is find the right name and your stock should double and triple if you are in a fragmented industry and a major player-- I think Goverenance here with LESL is a big part of the problem. But they are a Bare Essential in that we need our pools / pools add value to homes and pools are great and pools are important even when they are closed.

There is no season to having fun!
 
stonedinvestor said:
I could on and on... I used to think your way Van and get in and out of these things-- I just did it with CHDN because racing sesson is here... I do it! But the correct reasoning is find the right name and your stock should double and triple if you are in a fragmented industry and a major player-- I think Goverenance here with LESL is a big part of the problem. But they are a Bare Essential in that we need our pools / pools add value to homes and pools are great and pools are important even when they are closed.

There is no season to having fun!
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No, its in the growth.

Did you REALLY do that with horse-racing season?
Jeez Stoney, I was making mistakes like that when Yulia had big hair.
Before I knew her.
But I've seen the pics.
And laughed.
 
stonedinvestor said:
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Seasonality IS priced into a stock that is season specific.
I mean this is stock common sense 101.

This is wrong I just showed you examples.
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That's why you're 2nd at GBA.
The fact remains, LESL is dropping like a rock.
It'll level out, but you won't see your $28 target in this lifetime.
 
Supply and demand often will play a roll in seasonality.

For example damn oil. We are heading out of heating oil season and people are scaling back vacations Oil should be going down.

Oil is going up. - Tight supply.

Pool supplies work the same way// last year you could not but a heater on the east coast and tablets of chlorine ran out. Securing supply is very important.

Pricing power is there for those well stocked.

Also the razor blade aspect-- recurring revenue -- when pools close down at the end of the summer there's still upkeep and products to buy, things to fix and covers to sell and as the sun crosses our skies different areas of America still use pools heavily.

I may be biased but Pools are American as Apple Pie. And pie has no season. We all know that.
 
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