GBA Presents: THE BARE ESSENTIALS

Carrier Global reports Q1 adjusted EPS 54c, consensus 47c 06:39 CARR Reports Q1 revenue $4.65B, consensus $4.53B. "Demand for our innovative solutions was strong in the first quarter as customers leverage our differentiated offerings to improve indoor environments and achieve their sustainability goals," said Carrier chairman and CEO Dave Gitlin. "This drove double-digit organic sales growth and strong adjusted operating margin expansion, both of which exceeded our expectations. We are encouraged by this momentum and confident that key secular trends and our differentiated life-cycle solutions will drive continued strong growth."

Beyond Meat launch at McDonald's may come soon, says Piper Sandler 06:14 BYND, MCD Piper Sandler analyst…

FirstCash still expects "significant" EPS and revenue growth in 2022 06:12 FCFS Continue to expect…

EVgo initiated with an Overweight at Cantor Fitzgerald 05:55 EVGO Cantor Fitzgerald analyst Andres Sheppard initiated coverage of EVgo with an Overweight rating and $14 price target.
 
Cathie Wood's ARK Investment bought 137K shares of Surface Oncology today 20:07 SURF

This I find interesting. SURF was a Bio play of mine last year in the $7 range, it never fired and was discarded and has since dipped in Bio fashion to--$2<--- Lots of value here...

Did Cathie do her first smart move?
 
Visa CEO: We are very happy with Q2 results 18:37 V In an interview on CNBC's Mad Money, Alfred Kelly said the consumer is out spending and traveling. Across all verticals and most markets, with the exception of some Asian markets, the consumer is spending, he noted. He expects volumes to continue to do "quite well." The pandemic drove people to shop online and that will be sticky, he said. He is "positive the consumer will remain quite strong

VISA IS A BARE ESSENTIAL STOCK! I FORGOT!

V<------------:thumbsup:
 
Ford says has 'very strong order bank' for new products 18:03 F Expects $4B in commodity headwinds in FY22. Expects inflationary environment to continue through 2022. Says "will be as aggressive as we can" regarding pricing if commodities continue to increase. Says about 53,000 vehicles awaiting chips at end of Q1. Says demand for EVs at Ford "extremely robust." Says focused on improving productivity of base business. Says Argo self-driving unit keen on goods delivery.

Is FORD a BARE ESSENTIAL?//

Methanex reports Q1 EPS $1.60, consensus $1.23 17:25 MEOH Reports Q1 revenue $1.18B, consensus $982.64M. CEO John Floren said, "I am pleased to see strong industry conditions continue through the first quarter and into Q2. Our continued strong financial performance allows us to continue our long track record of returning excess cash to shareholders through our increased dividend and upsized share buyback program. The G3 project is progressing well and as a fellow shareholder I am excited about its cash flow generation capability and its world-class CO2 intensity profile."

Ethanol or Methanol I forget..... MEOH can be a good stock.>
 
Antero Resources reports Q1 adjusted EPS $1.15, consensus $1.10 16:48

AR Reports Q1 revenue $786.84M, consensus $1.45B. <--? /Net production averaged 3.2 Bcfe/d, including 160 MBbl/d of liquids. Paul Rady, Chairman, Chief Executive Officer and President of Antero Resources commented, "Antero's Q1 results highlight our substantial exposure to rising commodity prices. We realized the highest quarterly NGL price in company history and benefited from direct exposure to NYMEX natural gas prices. During the quarter we sold approximately 75% of our natural gas into NYMEX-priced natural gas hubs, including the LNG fairway along the Gulf Coast and the Cove Point LNG facility in the Mid-Atlantic region. As LNG export demand increases, we are uniquely positioned to benefit from increasing prices due to our 2.3 Bcf/d of firm transportation delivered into these LNG fairways. We are currently selling nearly 1 Bcf/d of natural gas directly to LNG facilities on a mix of long-term and short-term contracts. As this market grows and develops we intend to utilize our significant firm transportation portfolio to increase our exposure." CFO Michael Kennedy said, "We initiated our return of capital program by repurchasing $100M of AR shares during the last six weeks of Q1, which approximated 25% of our Q1 Free Cash Flow estimate.

As previously communicated, we expect to use approximately 25% of Free Cash Flow for share repurchases until the borrowings on our credit facility are repaid. Our current estimate forecasts the credit facility to be repaid later in the second quarter and we then intend to increase our return of capital to greater than 50% of Free Cash Flow. Looking ahead, we expect in excess of $2.5B of Free Cash Flow in 2022 and approximately $10B of Free Cash Flow through 2026, :wtf:based on current commodity prices. This Free Cash Flow outlook allows us to continue to reduce debt while also returning substantial capital to our shareholders."
 
WillScot Mobile Mini raises FY22 revenue view to $2.1B-$2.2B from $1.93B-$2.03B 16:11 WSC Consensus $2.04B. Sees FY22 adjusted EBITDA $860M-$900M. Sees FY22 net capital expenditures $275M-$325M.

LOVE WSC! Don't own at the moment... has held up fantastic.
 
Churchill Downs reports Q1 adjusted EPS $1.18, consensus $1.06 16:09 CHDN Reports Q1 revenue $364.1M, consensus $344.82M.

Another fab company... we have the races coming....and allt he gambling<---

Churchill Downs would seem to be a Bare Essential.
 
WCP reports 0.80 profit well over estimate 0.46. This translates to a P/E of around 3.5 annualized. WCP is a fairly large mid cap. Stock should pop 7-10% imo today not unlike CVE which did pop 10.3% yesterday. BTE reports tonight I expect similar but the pops get somewhat diluted as share prices are starting to rise more ahead of report.
 
Ford continues to see FY22 adjusted EBIT $11.5B-$12.5B 16:07 F Continues to anticipate full-year 2022 adjusted EBIT of $11.5 billion to $12.5 billion, up 15% to 25% from 2021, including improvement in operations outside North America.

FORD has me green light I can't review everything today.. but it sounds all good!
 
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