GBA Presents: THE BARE ESSENTIALS

[stonedinvestor]

GBA Cement Week lol!

Stoney I got sidetracked on another thread. I ended up defending Thor. THO.
I have not looked at it since $90, it's $77 now and that damn thing looks cheap.
Insiders have been buying all month.
There's a $250MM buyback in place, the divy is fat, debt is nil, they're back-logged af on orders.... I mean it doesn't get much cheaper than this.

People are like "yeah but the interest rates and inflation".... pfff. Whatever. That's already priced in.

Have your HF buy some THO for the long haul Stoney.
They have a tangible book value of friggin $55/share!

Read the thread. It's right above this one.
https://elitetrader.com/et/threads/about-the-rv-industry-getting-clobbered.366606/

Regarding Thor-- You want to make sure that you are in the high end of RV's<-- I'm not sure THO is...// just about everything now you want that high end protection... The High end consumer is the spender now...

Thor Industries price target lowered to $110 from $140 at BMO Capital
THO
BMO Capital analyst Gerrick Johnson lowered the firm's price target on Thor Industries to $110 from $140 but keeps an Outperform rating on the shares. The analyst states that while his most recent round of RV channel checks suggest that retail demand remains strong at the high-end, the low-end is "beginning to decelerate". Johnson is reducing his estimates to reflect the increased macro-economic risk, but also notes that these are developments have long been anticipated by the market, adding that longer-term, Thor still benefits from RV industry tailwinds, including an aging population, ongoing replacement cycle, and popularity of RVs among millennials.

 

[stonedinvestor]

AR is dropping like a rock Stoney!
Didn't I tell ya to gtfo of the energy stocks?
Watch how fast they come down.
This could be brutal.

NFE>>>> Granny's shorts!

Really!

I am eager to be in AR.>>> It doesn't seem that low though.... I believe I sold our lot at $33 area I have to check.. but it's only $31 now.

Antero Resources Corporation (AR)
NYSE - Nasdaq Real Time Price.
31.68-1.18(-3.59%)
As of 09:58AM EDT.

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[stonedinvestor]

REMOVING-> Antero Resources Corporation (AR)-!
33.01-0.13 (-0.39%)
As of 10:05AM EDT.

Yea I was hoping for more of a pull in.... Where do you like it?

 

[stonedinvestor]

Antero ResourcesAR is set to report first-quarter 2022 results on Apr 27, after the closing bell.

 

[stonedinvestor]

In the last reported quarter, the upstream energy player reported earnings of 46 cents per share, missing the Zacks Consensus Estimate of 64 cents owing to lower gas-equivalent production volumes.

In the trailing four quarters, Antero Resources beat the Zacks Consensus Estimate for earnings once and missed thrice, delivering a negative earnings surprise of 19.4%, on average. This is depicted in the graph below:

Antero Resources Corporation Price and EPS Surprise

Antero Resources Corporation Price and EPS Surprise
Antero Resources Corporation price-eps-surprise | Antero Resources Corporation Quote

Let’s see how things have shaped up prior to the announcement.

Estimate Trend
The Zacks Consensus Estimate for first-quarter earnings per share of $1.05 has witnessed two upward and no downward movement in the past 30 days. The consensus estimate suggests a year-over-year increase of 69.4%.

The Zacks Consensus Estimate for the to-be-reported quarter’s revenues of $1.6 billion indicates a 29.7% improvement from the year-ago reported figure.

Earnings Whispers
Our proven model predicts an earnings beat for Antero Resources this time around.

Zacks Rank: Antero Resources currently sports a Zacks Rank #1.

Factors Driving the Better-Than-Expected Earnings
In the March quarter of this year, natural gas and oil prices were much higher than the year-ago quarter. Higher gas and oil price was favorable for Antero Resources’ exploration and production activities. This is because AR has a strong footprint in the Appalachian Basin in West Virginia and Ohio, which is a prolific gas play.

The Zacks Consensus Estimate for Antero Resources’ daily combined production is pegged at 3,152 million cubic feet equivalent per day (MMcfe/d), suggesting a decline from 3,322 MMcfe/d in the year-ago quarter.

Thus, although production is likely to have declined, higher commodity prices are expected to have more than offset the negative.

 

[stonedinvestor]

EE -- That gas IPO I came within a whisker on Friday of buying!!!!!

Initiations on the way<-- Van I've brought this up like six times....

good action this am
25.21+1.01(+4.17%)<------------Excelerate Energy, Inc. (EE)




https://finance.yahoo.com/chart/EE?studies=Visitor Trend&ncid=dcm_306158729_490172245_127172993

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[stonedinvestor]

GBA Energy Ideas****


AR-


EE-

 

[stonedinvestor]

What happened
Despite the unnerving volatility in the markets in March, some oil and gas stocks ended up with solid gains. That includes big names that don't often rise as much in such a short span of time, such as Chevron(CVX-2.80%), Halliburton(HAL-5.17%), and Antero Resources(AR-3.09%). Those three stocks surged 13.1%, 12.9%, and 33.1%, respectively, in March, according to data from S&P Global Market Intelligence.

Oil and gas prices primarily drove the rally, but there were company-specific tailwinds as well for some of these stocks that are helping their momentum.

 

[stonedinvestor]

There are two ideas we had big $10+ gains in and sold that are ripe now for re buy.

AR & ABBV

 

[vanzandt]

There are two ideas we had big $10+ gains in and sold that are ripe now for re buy.

AR & ABBV

abbv is a dividend aristocrat

The energy stocks are gonna move with the sector.
If the worlds economies are slowing down as central banks boost rates, energy will drop.
I mean if you think oil will stay up, then yes, but I think its gonna drop.
I'd go with AR over EE either way though. Only because EE is an ipo.