GBA Presents: THE BARE ESSENTIALS

Nine_Ender said:
I bought 900 shares MEG Energy just before close ( earnings were good tonight ). Energy stocks badly lagged Oil / Nat Gas today could be some serious catch up at the open. The Nat Gas stocks in particular are not pricing in the Nat Gas break out at all in recent days. Of the Oil companies that reported already, only Baytex had a bad quarter, and the forward outlook was steller. Whitecap had a massive beat but for some reason it isn't getting the respect Cenovus got yet. Rumour is a lot of US investors are in on Cenovus and Suncor.

Nat Gas still trending. If broader markets show signs that they have made support, we should see a big up day in Nat Gas stocks very soon.
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Nine,
I'm not discounting your thesis here, but be careful.
I mean basically you're betting on a war.

Natural gas is a well kept secret. It's plentiful af. It really is. Below are 2 charts. A 5 year and a 30 year.
I'm not saying that (with or without Putin, Europe, etc), that it won't be a stepping stone to lower green-house emissions, of course it will be.... but just know this latest spike won't last.
$4.50 tops.
It's as plentiful as grass in the Spring or leaves in the Fall.
It is.
But if you're right, thumbsup. All I'm saying is just be careful.
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stonedinvestor said:
Van you did better that that you called it before it even happened last week! That's what being a radio savant is all about!


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Ok, I'll accept that as a veiled compliment.
Thank you. 'Bout time. :thumbsup:
Now we have to figure out where we're going from here.
Hmmm.
 

Stonedinvestor reminds the world about 3 legendary investing tips: Morning Brief


This article first appeared in your mind then the Morning Brief on ET.

If I had to grade this weekend’s "Woodstock of Capitalism" – aka the " Get Down At Stony's Place " – I would slap it with a solid B.

Was this Stony's most headline-grabbing annual meeting? I have listened to/watched enough of these spectacles in the past decade to say emphatically: No. Personally, I liked his annual meeting in the middle of the COVID-19 pandemic as he sought to rally the world.

Sure, Stoney railed against Wall Street (he hates everyone )

Where Stoney earned his A grade, however, was in the investing wisdom he imparted on the crowd. Nothing new per se, rather great reminders one day after the Dow Jones Industrial tanked 900 points and the Nasdaq Composite fell 4%.

Here are three lessons Stonedinvestor served up:

1. Do Your Research

2. Buy When Others Are Fearful

3. Get very stoned
 
GOOD MORNING EVERYONE! It's tues not Monday which is screwing up my whole week.-

I have a haircut and gym today and a morning CC-- We need to send that clarion signal to the sky--- -- radio savant come in! -- --- //

Oil beginning that big move up?
 
JPMorgan upgraded to Outperform from Perform at Oppenheimer 07:08 JPM Oppenheimer analyst Chris… <----------:thumbsup:

ON Semiconductor price target raised to $68 from $65 at Mizuho 06:52 ON Mizuho analyst Vijay… <---------:thumbsup:
 
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Rocket Lab announces successful launch of 26th Electron mission 05:24 RKLB Rocket Lab has successfully launched its 26th Electron mission, deploying 34 satellites to orbit. Rocket Lab has now deployed a total of 146 satellites to orbit with the Electron launch vehicle. The "There And Back Again" mission also saw Rocket Lab complete a mid-air capture of the Electron booster with a helicopter for the first time. After launching to space, Electron's first stage returned to Earth under a parachute. At 6,500 feet, Rocket Lab's Sikorsky S-92 helicopter rendezvoused with the returning stage and used a hook on a long line to capture the parachute line. The mid-air capture is a milestone in Rocket Lab's pursuit to make Electron a reusable rocket to increase launch frequency and reduce launch costs for small satellites. After the catch, the helicopter pilot detected different load characteristics than previously experienced in testing and offloaded the stage for a successful splashdown. The stage is being loaded onto Rocket Lab's recovery vessel for transport back to the company's production complex for analysis and assessment for re-flight as planned. The mid-air capture comes after successful recovery operations from Rocket Lab's 16th, 20th, and 22nd missions, which saw Electron's first stage execute a controlled ocean splashdown before being returned to Rocket Lab's production complex.
 
I'm not discounting your thesis here, but be careful.
I mean basically you're betting on a war.

If you were betting that a war would come you certainly won that bet.

The bigger bet though is the " EV Recession " What too quick a move away from oil will do to the world economies. Europe is realizing we may have moved too fast...

Supplies are very tight.
 
Fri>
Sprouts Farmers Market double upgraded to Buy at BofA on EPS upside 06:45 SFM As previously reported, BofA analyst Robert Ohmes double upgraded Sprouts Farmers Market to Buy from Underperform with a price target of $40, up from $21. He sees significant potential for EPS upside as compounding food inflation supports Sprouts accelerating its price increases, Ohmes tells investors. He also sees the stock's current valuation as attractive, Ohmes added.
 
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