GBA Presents: THE BARE ESSENTIALS

Boy you know you are in a Bear market when Van is all happy about a less than 1% move.

THO Thor Industries, Inc.

$77.150.43(+0.56%)<------------:vomit:
Ya know it stayed green all day, and barely dipped near the close.
Pretty damn good with the dow down almost 1000 points and the friggin naz down 4%
What a great pick eh Stoney.
My BYDDF closed green too!
Only I could pull that one off Stoney.
No one spins the hits like radio-savant.

I went through your Bare Essential portfolio, I typed them into a watchlist last week and update it when you change things.
Holy molly----->OUCH
Is Mrs Stoney's first name Cathie?

That's ok though, everything went down
I'm not gonna cast stones at the Stoney.

_____________________


$BROS:

If you don't hear from me again it's Gordon's fault.

Dutch Bros initiated with a Buy at Gordon Haskett 04/13 BROS Gordon Haskett analyst Jeff Farmer initiated coverage of Dutch Bros with a Buy rating and $64 price target. The company is "without peer" when it comes to brick and mortar value creation potential over the next five years, Farmer tells investors in a research note. The analyst believes Dutch Bros has recently reached a unit development and "value creation tipping point" and that it should deliver a multi-year run of high-teens unit growth and 35% EBITDA growth.

Well of course new stores will experience same store sales growth in the teens, what's more important is existing store growth, stores that have been open 2 years or more. That gives you an idea of how the model will work when it matures some.

Where are these kids going to college at(?), because Stoney, I know you love analysts because you always go with their recommendations... but imo... most of them flat out suck.

I mean this guy got the growth part right, but christ anyone who read the 2021 10K knows what their expansion plans are.
The growth is there. The stock's multiple is thru the roof based on that, ie the near term risk.
Gordon's a rookie dude.

All the analysis you need was in my post above.
https://elitetrader.com/et/threads/gba-presents-the-bare-essentials.365622/page-255#post-5587836

It's a LONG term hold, near term it could dip into the $30's depending on the tide.
If I were to buy the company outright, I'd offer less than the ipo price.
But I'm cheap.
And savant. :cool:
 
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Ya know it stayed green all day, and barely dipped near the close.
Pretty damn good with the dow down almost 1000 points and the friggin naz down 4%
What a great pick eh Stoney.
My BYDDF closed green too!
Only I could pull that one off Stoney.
No one spins the hits like radio-savant.

I went through your Bare Essential portfolio, I typed them into a watchlist last week and update it when you change things.
Holy molly----->OUCH
Is Mrs Stoney's first name Cathie?

That's ok though, everything went down
I'm not gonna cast stones at the Stoney.

_____________________


$BROS:



Well of course new stores will experience same store sales growth in the teens, what's more important is existing store growth, stores that have been open 2 years or more. That gives you an idea of how the model will work when it matures some.

Where are these kids going to college at(?), because Stoney, I know you love analysts because you always go with their recommendations... but imo... most of them flat out suck.

I mean this guy got the growth part right, but christ anyone who read the 2021 10K knows what their expansion plans are.
The growth is there. The stock's multiple is thru the roof based on that, ie the near term risk.
Gordon's a rookie dude.

All the analysis you need was in my post above.
https://elitetrader.com/et/threads/gba-presents-the-bare-essentials.365622/page-255#post-5587836

It's a LONG term hold, near term it could dip into the $30's depending on the tide.
If I were to buy the company outright, I'd offer less than the ipo price.
But I'm cheap.
And savant. :cool:

“MyBYDDF closed green too!
Only I could pull that one off Stoney.
No one spins the hits like radio-savant”

I can think of someone! The Savant’s disciple posted CYN at $4.69 saying they were adding more. Closed $5.60 I shaved off some at $5.70.
 
6 days Away the report we care about...

Grid Dynamics (GDYN) you may want to consider. QUICK-!

Grid Dynamics, which is readying to report earnings on May 5, 2022. It's Most Accurate Estimate is currently $0.05 a share.

GET IN VAN-! Lets Do This Together :fistbump:
You do realize this company has nothing to do with the grid right Stoney?
Lol, I think you inferred it does.
 
Ahhhhh.
I'm gonna pass on this one.

They may disappoint Stoney.

Almost 500 job openings in the Ukraine.

Just like any other business, that may take a hit.
How many companies have we seen drop on earnings due to Russia and Ukraine slowdowns.

500 jobs across all these cities... uh uh.... I'll stand back and watch what happens and wish you luck. But I'll pass on this one.


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Not one thank you from Stoney for this post.
I spent all that time researching, even went to their website and discovered they have a huge Ukrainian operation, read the 8K... whatever. :mad:
 
BG is a stock that has done relatively well we bought in the $80's end of the summer last..
SOYBEANS<--------- BULL MARKET THERE!

Bunge bolsters bullishness on agriculture after big earnings beat

BG- $117 ///

ADM next-? ADM should begin another round of upside... we had a great run here and are ready for another!

BUY ADM<------------$91
Why do you think these grain stocks will go up?
They don't grow the grain, and I don't think the powers that be are gonna let them profiteer from supply constraints. Do you have a thesis Stoney, or are we just using herd mentality here?
 
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