GBA Presents: THE BARE ESSENTIALS

FND-

Bank of America walked away from Floor & Decor Holdings' (NYSE:FND) analyst day event in Miami impressed.

While topics from FND management were said to wide-ranging from supply chain investment to real estate strategies, the underlying theme of growth was consistent. Analyst Elizabeth Suzuki and team noted the day gave them a comprehensive view of FND’s business model, its superior breadth and depth of product, and its newer ventures into design services and maintenance, repair & operations.

The FND management team was said to be particularly confident in its ability to pass rising costs through to the customer while remaining the low-cost leader in the category.

"Consistent with the company’s comments on its 4Q21 earnings call, its long-term store growth target is now 500 stores, up from the company’s original outlook of 400 stores at the time of its listing in 2017 and more than 3x the company’s ’21 year-end store count. FND’s expansion into MRO, its expansion of installation materials, and new adjacent categories opens up the company’s TAM to an estimated $49-$54bn."
 
WAR UPDATE.

Russia continues to get dealt sever blows to it's military. Russia is so badly outfitted they are "begging" China for Meals Ready To Eat.

Ukraine busted out yesterday and went on hunt and kill missions and took out a lot more tanks,
moral is running very low with the Russian tank units.-

At least 3 Russian Generals have been killed. That indicates they have to be closer to the front because things are not going well. An idiot General used a non secure phone to call Russia and Ukraine intercepted the GPS location and sent a bomb his way. Bye bye birdie.

The war is completely not going to plan for Mother Russia and two of Putin's high up confidants who gave him the pre battle scenario that Russia would be in and win in 3 days they have been removed.

Putin is so scared of being poisoned by his inner circle he has completely changed the entire group of people who took care of him from cook, to driver to security EVERYONE over 1,000 people removed and replaced...

Putin's face is fatter and fatter and some are wondering if he is taking steroids to stop his breast from sagging when he goes ice fishing next.

We are witnessing the greatest misstep by a country's leader since Hitler.
Putin & Hitler what a pair! ~si
 
Extreme Networks price target raised to $17 at Lake Street after meetings 08:46 EXTR
Lets watch this... I like upgrades after "meetings" stock about to reclaim 200 day- This is a $1b rev co I am very familiar with...EBITDA $118.09M

11.42+0.42(+3.82%)
At close: March 16 04:00PM EDT
11.50+0.08(+0.70%)
After hours:Mar 16, 05:02PM EDT

  • WATCH--> EXTR


Top Watch Stk- Antero Resources Corporation (AR)

25.11-0.02(-0.08%)
At close: March 16 04:00PM EDT
25.60+0.49(+1.95%)
Pre-Market:09:01AM EDT

2nd watch stk-Tourmaline Oil Corp. (TRMLF)
38.71+0.46(+1.20%)
At close: March 16 04:00PM EDT

3rd Watch stk-Cheniere Energy, Inc. (LNG)
125.88-0.68(-0.54%)
At close: March 16 04:00PM EDT
130.00+4.12(+3.27%)
Pre-Market:09:03AM EDT

COOP Description: $3 off a 52 week high(sigh)

Mr. Cooper Group Inc. provides servicing, origination, and transaction-based services related to single-family residences in the United States. The company operates through two segments: Servicing and Originations. The Servicing segment performs activities for underlying mortgages, including collecting and disbursing borrower payments, investor reporting, customer service, and modifying loans. The Originations segment originates residential mortgage loans through its direct-to-consumer channel, as well as originates and purchases loans from mortgage bankers and brokers. It operates primarily under the Mr. Cooper and Xome brands. The company was formerly known as WMIH Corp. and changed its name to Mr. Cooper Group Inc. in October 2018. Mr. Cooper Group Inc. was incorporated in 2015 and is based in Coppell, Texas.

 
stonedinvestor said:
Van is absolutely correct Tech is Dead.

I bet you guys didn't know this but we are in the longest bear market for tech since 08'<-----

The money pros will try and push you in they tried to push me last week and I pushed back.

Stay in the reopening trade.
More...
I was looking at AQUA this morning.
It's still pricey, but that is a GREAT looking chart.
It's $45, I think it goes higher on good market days.

AQUA>>>> $45
 

I've always wanted a wholes shoulder's worth of patches. Damn this guy looks good. Every now and then I put on my Dad's Army shirt from Korean war times and he had the very barest amount of ribbons and patches and it just isn't enough.
 
vanzandt said:
I was looking at AQUA this morning.
It's still pricey, but that is a GREAT looking chart.
It's $45, I think it goes higher on good market days.

AQUA>>>> $45
More...


Should we use it as our water stock again? I've been looking into a French play that has a big takeover thing going on they swallowed a company.. Water is A Bare Essential. No doubt.
 
Sometimes I put together case histories for investment... I was really getting a good one together and then the war broke out...

Veolia Water (formerly Vivendi Water, originally Compagnie Générale des Eaux), is the water division of the French company Veolia Environnement and the world's largest supplier of water services.

Somehow they got a big purchase through regulators.

Veolia Finalizes Deal to Buy Suez After Long Takeover Saga
  • Will sell back about two-fifths of rival to group of investors- If you want to see a timeline of the saga of this takeover it's epic.
https://www.globalwaterintel.com/battle-for-suez

The Combined Co is Uber powerful.... And it gives your portfolio European coverage.

VEOEY
32.31+1.11(+3.56%)
As of March 16 03:59PM EDT.




 
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