GBA Presents: THE BARE ESSENTIALS

[vanzandt]

Have you guys noticed some cars that come to a stop turn off their engines?
This really drives me crazy.
And my car doesn't do this-- just the thought that someone nearby might of stalled at the light or tight one way street is stress inducing.

It's not even noticeable. Pretty remarkable innovation really. Drive one, you can't even tell.

TSLA below $800
VZ target>>> $688

Damn Stoney, this was good for $78 in one day.
Why do you hate this market!?
The savant is giving winner after winner.

Granted I didn't short BROS at $39, but I sure called it out. The readers love this stuff.
You gotta roll with the market Stoney.

I told you to get out of these trash stocks.
You were screaming about Flywire today. $21.50.
We won't mention the $29 call. (oops, just did, my bad)
It closed at $19.40
That's a 10% loser.
I told you to short it at $22 and change.
I told you the same thing about F1 at $59. Another 10% plus loser.
Don't hate the market, hate your market savy.
LESL too. Another big drop. 15%
Did I warn you?

2 weeks ago I started talking about Thor. Everyone knows they make Airstreams. I only mentioned it a dozen times, and now you just realize this? Gimmee a break Stoney. Tell me you're not that clueless.

I called it out at $75 in a huge bear market and it went to $89.60.
I rode it too. To $84.50. I made a dozen posts, and you mocked it. Did you effing read any of them? Yes, Thor makes Airstream dipsh**. How can you mock a pick without even looking? I made over a dozen posts and covered the retro love in depth.

Do I like it now... its ok. The headwinds are still there and I think it'll see the low $70's again. Maybe lower.

You have to be in tune with the market Stoney, in tune, "in the pocket". You have to have a sixth sense. I don't think you have it Stoney.
But whatever.

And the UPST call... everyone knew I was being flamboyant and having fun. Like I said, I have the emails to prove it. No way in the world would I have held that thing overnight. I did buy some though at $81 and closed at $77 and change. I thought it might run into the close. It didn't. The $49 call was me having fun with you. It was obvious the thing was dropping, it stayed at $9 for all of 20 seconds. I was watching.
Got back in at $33.50 yesterday. That ones underwater too. That was a dumb move really. Still have it. I think its a winner, but it'll take a bit.

So quit whining Stoney, the market is what the market is. Get in the pocket... or you get kicked out of the band.

 

[TrailerParkTed]

Cramer on Twitter.


“oh my, like the GM kiss of death, Cathie Wood buys another 550,000 Coinbase....”
oh my, like the GM kiss of death, Cathie Wood buys another 550,000 Coinbase....

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Jim Cramer
@jimcramer
·
3h

The sheer number of crypto ads reminds me of April of 2000...

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Jim Cramer
@jimcramer
·
5h

we need to get past this stable coin issue and make sure there is nothing systemic about it if it collapses

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Jim Cramer
@jimcramer
·
5h

why did congress allow this stable coin? why did the SEC not see it was like breaking the buck in the bad days of the great recession.

 

[vanzandt]

YES GUMMY GUMMY GUMMY-- I just picked up coverage of this name the otherday. HF bought it for their funds.

Cemex GAAP EPADS of $0.13 beats by $0.04, revenue of $3.77B beats by $150M<-----
Apr. 28, 2022 7:33 AM ET CEMEX, S.A.B. de C.V. (CX)

• Cemexpress release(NYSE:CX): Q1 GAAP EPADS of $0.13beats by $0.04.
• Revenue of $3.77B (+11.9% Y/Y)beats by $150M.

CX-$4.50<---------------

Another 10%+drop.
Once again, I warned ya. See below.
Your hedge fund needs to check with me first from now on Stoney.
For real.
This is getting bad.

This stock won't go anywhere.
Myself and Ocho (a member here) rode it from $5 to $8 when I spotted unusual volume a year or so ago. Stick with VZ Stoney, I'll make you and the HF money.

You want to get out of this stock on any bump today.
Here, we covered Cemex long ago:

https://elitetrader.com/et/search/14067882/?q=cemex&o=date&c[node]=27

HDELY standing tall at $11.25
My... rebuild Ukraine when Putin dies.... cement stock.

HeidelbergCement AG ADR
11.25
-0.08(-0.71%)
In a bear market on a red tape.

 

[vanzandt]

TSLA below $800
VZ target>>> $688

Stoney!!!!
The savant is in the house.

 

[vanzandt]

Your Shake Shak is dropping like a rock.
$57
And don't say boo to me, I didn't buy any.
I like it, but I also watch the tide, and we are in volatile times with the vix stuck at 30.
My exit on UPST and WOLF were well timed it looks like.

WOLF>>> $65

Stoney I closed the wolf at $98 just now.
I'll wait for the fed.
$92--->$98
You're welcome.

 

[vanzandt]

On April 26th VZ wrote:


These are good companies, but what you have consistently missed, is they are overpriced af.
How many times have I given you my lemonade stand lecture?!!!!

If lemonaide stand makes $800/year in profit, would you buy it for $80,000?!!!!
You break even in a 100 years.

Water seeks its level Stoney.
So many of these stocks are chased by idiots and the only people who make any money are the ones gaming the idiots.

The flip side of that coin is a company like Thor.
Sure everyone hates it right now. Nothing but headwinds, but the fact remains, you buy it now, and in four years you've paid it off. Everything after that is pure profit.
_______________________________________________________

WOW!!!

 

[vanzandt]

But that whole travel the USA and catch Covid everywhere- that's over. The infatuation with being a rambler not connected anywhere that's over. It's dead Van I have my ears to the ground. These folks are saving money now. Traveling is expensive. even in a junky RV-

____________________________________________
There aint a boomer in the world up for this

THOR = LOSERS NO MATTER HOW YOU SLICE IT. Sorry. Don't associate with the RV crowd Van.. or the tiny house crowd.. I knew some guy who had an RV and a tiny house and you know what I did? I sent my brother-in-law over to take a giant dump in his tiny micro bathroom..

He slept in the camper.

 

[vanzandt]

Hey Stoney.
I really don't like that CHDN chart.
For real.
It's $187
You might want to consider getting out of that one.
It could easily see $175.
Straight up.

Well I don't see any charts I like. .

Well the thing is, you're right, all the charts look bad, but some are just getting started.
CHDN is one of those.
$180 pre-market.
I already saved you $7 in theory at least.
I gotta think this one goes much lower.

 

[stonedinvestor]

Good Morning Good Morning.

SIX Beats earn / market down

Six Flags reports Q1 attendance up 25% vs. a year ago 06:03 SIX The $19.30 increase in guest spending per capita compared to first quarter 2021 was driven by a $10.33 increase in Admissions spending per capita and a $8.97 increase in In-park spending per capita. The increase in Admissions spending per capita was primarily driven by higher realized ticket pricing and revenue from memberships beyond the initial 12-month commitment period-in first quarter 2021, the company did not recognize membership revenue from members whose home park was closed due to the pandemic. The higher In-park spending reflects the company's in-park pricing initiatives and positive consumer spending trends.

 

[stonedinvestor]

Cheniere Energy price target raised to $192 from $183 at JPMorgan 07:26 LNG JPMorgan analyst Jeremy Tonet raised the firm's price target on Cheniere Energy to $192 from $183 and keeps an Overweight rating on the shares. The Q1 EBITDA beat and guidance increase far surpassed expectations and highlights the company's "substantial upside optionality," Tonet tells investors in a research note.