GBA Presents: THE BARE ESSENTIALS
- Thread starter stonedinvestor
- Start date
There's one flea in it.... forecast operating margins dropped 200 basis points or 2%.
Ya got catch those fine details Stoney.
There's a huge iceberg at $26.
Somebody wants out.
I covered though.
Tomorrow tech will run I think, so... bird in the hand.
Nice Van! I think you made the right move. They raised guidance after all how many are doing that.
One thing about my trading is I often have stocks people don't know about. And if people don't know about them-they aint in any X leveraged fund really accept maybe overall Russell 2000.
So I tend to have excellent RS. I hope to hell that hold up-- But of the 12 names in the portfolio
only WOLF would be possibly swept up in that indiscriminate selling-- the rest are kind of hiding in their respective corners.
<<<THE OFFICIAL GUMYBEAR ADVISORS BARE ESSENTIAL PORTFOLIO>>>12 nams
WOLF- Silicon carbide semi
EVLV- gun detection
DOUG- Real estate & rentals
XPOF- Gym
SIX- Amusemewnt park
LESL- Pools
US FOOD- Food
Constellation Brands- Drink
Travel and Leisure- travel
ABBV- Meds
Bros Coffee- Coffee
Flywire- Fucked up tech trade just before the fall!
Watch List:
NVDA $185
ORGO $6.50
CHDN $199.50
One thing about my trading is I often have stocks people don't know about. And if people don't know about them-they aint in any X leveraged fund really accept maybe overall Russell 2000.
So I tend to have excellent RS. I hope to hell that hold up-- But of the 12 names in the portfolio
only WOLF would be possibly swept up in that indiscriminate selling-- the rest are kind of hiding in their respective corners.
<<<THE OFFICIAL GUMYBEAR ADVISORS BARE ESSENTIAL PORTFOLIO>>>12 nams
WOLF- Silicon carbide semi
EVLV- gun detection
DOUG- Real estate & rentals
XPOF- Gym
SIX- Amusemewnt park
LESL- Pools
US FOOD- Food
Constellation Brands- Drink
Travel and Leisure- travel
ABBV- Meds
Bros Coffee- Coffee
Flywire- Fucked up tech trade just before the fall!
Watch List:
NVDA $185
ORGO $6.50
CHDN $199.50
FNKO-! 
Well I guess you hold something two F ing years good things happen.
FNKO
21.19 +4.47 (+26.73%)<----
After hours: 4:53PM
FNKO
21.19 +4.47 (+26.73%)<----
After hours: 4:53PM
Stoney I don't think it was a SPAC.
We were talking about it 4 years ago. They're the ones that make the glue to use instead of suture right? Among other things.
The company is cheap. 9PE, solid balance sheet, forecast eps growth for 5 years 43%, etc etc.
I honestly think one of the big players will buy them. 52 week high of $21.
Speaking of, you can bet Moderna is looking for acquisitions. They're flush with cash, and in a way, they're a one trick pony. In a way. Now ORGO, that wouldn't be a fit, but we should try to figure out who would be a target for them.
I think we're gonna start seeing more M&A in the whole sector.