GBA Presents: THE BARE ESSENTIALS

stonedinvestor said:
Van so now you did short! every time in the past it's " I was kidding " :p

I'm going to get you the Brer Rabbit book... lol
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I told you yesterday we got in just over $112.
Target $94

It's gonna get clobbered tomorrow too.

When I saw this on that rally, I knew:
vanzandt said:
The WOLF is red today too, again, on an amazing tech rally. Bad sign.
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I saved the readers almost 20% Stoney. It was $115 and you were saying "buy".
 
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ORGO>>> solid $6.43 Bottom is near.
vanzandt said:
Speaking of cement, my off the radar European cement stock (US adr), the one that will bounce when Putin gives up and Ukraine finally starts rebuilding was green yesterday.
$HDELY>>> $11.50 (+1.77%)
HeidelbergCement AG

2.93% dividend Stoney!!!!!
Solid as a rock.
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HDELY $11.24>>> solid
 
stonedinvestor said:
ANTERO BOUGHT-! *****

LONG 350 AR! $32.55


ARANTERO RESOURCES CORP COM
ANTERO RESOURCES CORP COM selected

Volume
8.00Million
Order preview details
Action Quantity Description Price type Price Duration
Buy 350 ANTERO RESOURCES CORP COM (AR) Market MKTMarket Good for Day
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Get out while you still can Stoney.
The only way this goes up is if Putin does something really stupid.
It was at $31 a month ago.
Bad sign.
 
Putin has already done something really stupid. AR is nat gas and nat gas is my ballywick

I made a great trade thank you on AR already and I've been out while it's based. I posted about this yesterday but some of the best trades are the ones you get back into. All the gas they sell is un hedged and Nat gas price is more than 2X last earn report. That adds up to HUGE cash flow.

I am looking for cash flow on most of my big investments.
 
vanzandt said:
I told you yesterday we got in just over $112.
Target $94

It's gonna get clobbered tomorrow too.

When I saw this on that rally, I knew:


I saved the readers almost 20% Stoney. It was $115 and you were saying "buy".
More...



Van I bought the stock at $100 I'm down slightly I posted $115 for the Essentials portfolio because that was the start of the portfolio because you were so upset I hit Constellation Brands out of the park. I gave you updated prices to make you happy.
 
stonedinvestor said:
Putin has already done something really stupid. AR is nat gas and nat gas is my ballywick

I made a great trade thank you on AR already and I've been out while it's based. I posted about this yesterday but some of the best trades are the ones you get back into. All the gas they sell is un hedged and Nat gas price is more than 2X last earn report. That adds up to HUGE cash flow.

I am looking for cash flow on most of my big investments.
More...

Nat Gas went to $7 again after it was reported US gasoline inventories dropped despite all of Biden's SPR releases. Usually that means demand is growing. Many of the firms I trade have been unwinding hedges that were costing them money and I think the market isn't pricing that in at all at this point. Cenovus tomorrow am may provide some clues how markets will react to reports ( I don't currently own it ). Baytex on Thursday pm is a firm that I believe is in sweet spot now where their hedges are coming off but average selling price is way up. The QQQ sell off can certainly mess with short term stock prices but I can't help but think the energy earnings news is going to be overwhelmingly good. So a battle short term.

Nat Gas and Gold can sometimes run counter to broader markets.
 
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