GBA Presents: THE BARE ESSENTIALS

Van I love you! We are in tech rally mode! I think your glasses maybe need readjusting.

Would you stop fighting the great calls here and just go for the ride? Now you cut and pasted something I NEVER said I NEVER said the Nas is down! WHAT! NTFLX is a single company that pulled out of Russia do you know how many subs that was? 700,000 right there.
 
Lets embrace the following FACTS. Our Bare Essential Portfolio spat out a buyout Day 1 and a $20 per share trade Day 2.... BOTH Successfully BOOKED-- now we have cash for more ideas.

But I need " positive " Van.
 
... and one more thing My Disney views are 100% correct and playing a large roll in the companies demise. My wife tells me this is really about their massive amount of land. Which i have touched on in the past. Gov DeSantdoze wants to take away special exclusions that were worded into the original deeds Disney procured. If you know the story Disney had a bunch of other people look like they were buying the land and then took it all-- They have grand plans but De Satdoze wants to eliminate the gay themes of Disney and the gay rights stuff they are backing because of their large gay Disney population both within the park and as visitors.
 
THE BARE ESSENTIALS MORNING UPDATE********

Abbott backs FY22 adjusted EPS view at least $4.70, consensus $4.83 07:31 ABT --

Grid Dynamics price target raised to $20 from $16 at Citi 06:31 GDYN Citi analyst Ryan Potter raised the firm's price target on Grid Dynamics to $20 from $16 and keeps a Buy rating on the shares. The near-term demand dynamic for IT services, adjusted for geopolitical challenges for a few companies, "remains very robust," Potter tells investors in a research note. The analyst remains bullish on the "sustainability of demand trends."

---> WE GUMMIED GDYN AND I HAVE BEEN TRACKING EVER SINCE-- THIS COULD BECOME A BUY AND HOLD VERY EASILY.

Terran Orbital initiated with a Buy at Jefferies 07:20 LLAP

---> THERE'S VAN'S SPACE STOCK AGAIN!

Solo Brands CFO buys $229K in common stock 07:18 DTC-

THOSE RED AND BLUE CUPS?

Alarm.com initiated with a Buy at BofA 06:04 ALRM

IS THIS ALARMING? IS THIS CYBER SECURITY?

Albemarle named short-term buy idea at Deutsche Bank 06:53 ALB

IS THIS LITHIUM?

Rumo upgraded to Buy from Neutral at Goldman Sachs 18:04 RUMOF Goldman Sachs analyst Bruno Amorim upgraded Rumo to Buy from Neutral and raised his price target to R$23 from R$16.50 as part of a broader research note on Brazil Transportation and Infrastructure. The analyst cites a "good crop outlook" for this year, specially for corn, which could drive a recovery in yields and profitability from the lows seen in the second half of 2021.

OOOOOOOOOOOO. GOOD CROP OUTLOOK WHERE? BRAZIL<-----A HA! MY PEEPS HAVE BEEN MUCKING AROUND BRAZIL AND NOW I HAVE MY OWN NAME!

Universal Stainless & Alloy reports Q1 EPS (18c) vs. (51c) a year ago 06:48 USAP Reports Q1 revenue $47.6M vs. $37.0M a year ago. "Aerospace demand drove the exceptional growth in our backlog, which rose by more than $67M, or 50%, from the record 4Q21, to reach a new record of $201.8M at March 31, 2022. A full 25% of that backlog consisted of premium alloys, mainly for aerospace applications...Q1 profitability benefited from increased higher-margin premium alloy sales and rising commodity prices, but those impacts were more than offset by operating difficulties early in the quarter related to supply chain issues, labor shortages and accelerating inflation. Sales increased sequentially in the balance of our end markets, with the exception of the heavy equipment market, where sales were lower by 11%. Heavy equipment remains our second largest market after aerospace. Sales to the heavy equipment market tend to vary from quarter-to-quarter, but the outlook for full year 2022 remains strong on continued industrial equipment demand and model changeovers to electric vehicles by auto makers. Our main priority is to get back on track with our profitability targets...Despite on-going challenges, we entered the second quarter with exceptional backlog and bookings and recovering markets. We also have a dedicated team of employees, who have proven their resilience and ability to overcome the many obstacles we have faced over the past two years while at the same time seizing new opportunities. Because of them, I remain highly confident in our company's future."

Hummmmmm we own // not in BE Portfolio.....
 
IDEAS)

1- AR

2- GDYN

3- BTAI

Rumo S.A. is the sole railroad transportation operator in the South and Mid-Western regions of Brazil, areas which benefit a lot from high demand for grains worldwide. While Rumo faced some performance volatility between late 2014 and early 2016, its long-term fundamentals remain strong. Rumo operates under 4 concessions that expire after 2026, which is beyond maturity of Notes in 2024. See figure 1.

Figure 1. Map of Rumo S.A. operations

 
Last edited:
  • Solo Brands has done well to grow its operations at a rapid pace over the past couple of years.
  • Solo Brands continues to expand its cash flows and growth doesn't look set to stop near-term.
  • DTC stock is also priced at attractive levels if current fundamental performance persists.
  • Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate.Learn More »
image_1073244694.jpg





Whether or not the brick-and-mortar type of business model will still exist in the long run is something that is very much up for debate. But what is not debatable is the fact that, in recent years, the demand for products provided directlyto the consumer using online platforms has only grown and, in the long run, this trend is likely to continue. One company founded on this principle that operates in the outdoor lifestyle brand space is Solo Brands(NYSE:DTC)
 
American Homes 4 Rent initiated with a Buy at Jefferies 07:49 AMH Jefferies analyst Linda Tsai initiated coverage of American Homes 4 Rent with a Buy rating and $48 price target. The company has a long runway for growth given it is in the early innings of share consolidation in a fragmented market, said Tsai, who also cites high barriers to entry, access to capital, geographic concentration in high-growth markets, and margin expansion as company-specific drivers. Tsai forecasts American Homes can grow FFO/share at an average growth rate of 11.3% through FY24.

BioXcel Therapeutics shares remain significantly undervalued, says Canaccord 07:38 BTAI Canaccord analyst Sumant Kulkarni noted BioXcel Therapeutics announced a strategic financing for up to $260M which he said reduces a perceived near-term overhang while execution remains the key. The financing will allow the company to focus on execution and driving shareholder value and said the shares remain significantly undervalued.


CRAMER TELLS LADY YES AT $41.79

STOCK IS $15 OH JIMMY!!!!!!!!!!!!!!!! YOU FAT TURD.

WE WILL MAKE UP FOR THE DIFFERENCE! :D
 
stonedinvestor said:
THE BARE ESSENTIALS MORNING UPDATE********

Abbott backs FY22 adjusted EPS view at least $4.70, consensus $4.83 07:31 ABT --
...
More...

Get in ABT Stoney.
$116 is a decent price.
It might drop out of the gate though.

It got knocked down pre-market from $121 to $115 and change on less than 4000 shares.
 
You must log in or register to reply here.
Back
Top