GBA Presents: THE BARE ESSENTIALS

The most recent report I can find is this.

Rambus price target raised to $30 from $26 at Deutsche Bank 02/01 RMBS Deutsche Bank analyst Sidney Ho raised the firm's price target on Rambus to $30 from $26 and keeps a Buy rating on the shares ahead of the company's Q4 results. While supply chain challenges will remain an issue well into 2022, it appears that Rambus is doing a good job managing supply on its side and the bigger focus will be any push-outs from data center customers who can't procure other components, Ho tells investors in a research note. The analyst expects the company's data center outlook to remain healthy.
 
I had to make a big decision today on a legacy position meaning very very low cost base and lots of tax headaches. I was presented with two oil stocks Exxon and honestly I forget as I sit here the name but I sold 1/2 of the other one not Exxon.

Exxon Mobil (XOM +0.5%) is drilling in a new area offshore Brazil that could have as much as 1B barrels of oil and gas, according to partner Murphy Oil (MUR +1%).

The so-called Cutthroat area has an upward gross resource potential of 500M-1B boe, Murphy Oil (NYSE:MUR) CEO Roger Jenkins said in an investor presentation, adding that Exxon started drilling activity at the Cutthroat-1 prospect a month ago and should conclude in the coming weeks.

If exploration is successful, the prospect in the Sergipe-Alagoas Basin would be Exxon's (NYSE:XOM) first oil discovery in Brazil as an operator; the company owns a 50% stake, with Brazilian producer Enauta holding 30% and Murphy maintaining 20%.

Exxon likely will "blow Q1 estimates out of the water, which could lead to a larger than expected dividend increase in June," Graham Grieder writes in a bullish analysis newly published on Seeking Alpha.
 
TrailerParkTed said:
Check the TOS of the April $17.50-$20s yesterday. Was it real or CNBC pimping it?
More...



It's real baby!!!! Look at it this way do you know anyone else making money in biotech. I killed it with BCRX and I nailed it with ABBV and now I'm telling you this is the next one. I rotated out of another Bio (SPRO) a ways back and into IOVA and forgot about it. Ted you reminded me!
 
It was funny at the gym today. Our girl asked me what I do? I hate that question!
But I talked about stocks and then the girl she was training said she went to cash and then this other girl came in and started listening and she too had gone to cash so I went into overdrive with the European Nat Gas and Space Race stks Elon Musk, everything. I think I reset their intentions.
 
Wow look carefully at this new angle a second ship appears to be on fire as it leaves...

What happened here... Suicide mission? Deep sea divers placing bombs.. row boats under cover of night-- I LOVE THIS!!!

I told my wife the other day that I'd take anti aircraft guns and rotate them down and use them as ship killers... Maybe that happened?
 
Strong results from General Mills (GIS +3.0%) earlier in the week continues to help attract attention to select packaged food and food distribution stocks.

Deutsche Bank noted earlier in the day that the guidance lift by General Mills was of high interest in particular. The biggest pullout from the General Mills (GIS) report was that the company was able to raise guidance on confidence that higher prices will offset some of the inflation pressure being seen with input costs. There has been some concern that consumers would push back on prices and demand would tail off.

Notable gainers on Thursday include Better Choice Company (OTCQX:BTTR +5.1%), BRC (BRCC +4.2%), Pilgrim's Pride (PPC +1.7%), Chefs' Warehouse (NASDAQ:CHEF +4.2%), The Andersons (ANDE +4.6%), G. Willi-Food International (NASDAQ:WILC +3.4%) and United Natural Foods (NYSE:UNFI +2.5%).


What about USFD Van?
 
I'd love the US to take a hard line now. Putin is so very weak. It is time to get the Russian Generals to take him out. To do that you have to get the Generals scared. It's time to give Putin a Red Line.

And it's time to figure out how to get airplanes in country for Ukraine's air force. Right now one by one I'd be shipping them in by truck. Without any announcement just get 10 fighter planes in.

Then they can be hidden in farms and takeoff at night from roads....

 
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