I have not. I do not really ever go to Boston aside from taking friends to Logan airport. But if I ever find myself in the city proper, I'll keep an eye out for them and let you know.
GBA Presents: THE GREEN MARKET
- Thread starter stonedinvestor
- Start date
I have not. I do not really ever go to Boston aside from taking friends to Logan airport. But if I ever find myself in the city proper, I'll keep an eye out for them and let you know.
end of days
your comprehensive correction newsletter.
gummybear advisors
NYC
Hello brave souls. Well can't say we didn't warn you but that doesn't make it feel any better. What have I learned? Well for one thing this "shorting" I found out the hard part-- it's not letting them fall far enough.
I have alerted the Hedge Fund To deploy with reckless abandon on Wed Fed day. Why Wed? Why not? To me this is the end of something not the beginning of something. Perhaps because I swim in the mud, I had a forewarning this was coming as speculative Tech stubbed it's toe many months ago. I have been waiting for the big boys (Apple) to comply. They have.
It is interesting to note each of our Total Return Buys is flat or up. Until further notice we are going to exploit this strategy. I will do a better job of complying the names together I tried to reshuffle a few to the front the other night.
I have 3 & Van has 2.
Van 1-J. M. Smucker declares $0.99 dividend
(SJM)
Van 2- American Campus Communities:A resilient business with excellent tailwinds
American Campus Communities(NYSE:ACC)is also a REIT, this time with a focus on the student housing industry. Not only did this founder-led business pioneer the purpose-built student housing industry in the 1990s, but it also has an impressive track record of delivering market-beating returns for investors.
The company is currently the largest owner, developer, and manager of student housing in the United States, with 166 properties and nearly 112,000 rentable bedrooms. But it could be just scratching the surface. American Campus Communities currently has just 1.5% of the 7.1 million students at its target universities, and the bulk of students still live in traditional (and outdated) on-campus housing or off-campus apartment complexes.
What's more, American Campus Communities is ramping up its on-campus development, where it builds and manages properties in partnership with universities, which creates a more asset-light revenue stream. With the least new supply of student housing coming onto the market in 2022 in more than a decade, paired with a surge in college applications, American Campus Communities could be set for some excellent years ahead of it.
A personal note on ACC. Van was right I was wrong. I was fearful that Omicrom would send kids home from college campuses and drive up expenses that has not happened. Stk has held up well.
‘We’ve shifted from buy the dip to sell the rally,’ says analyst
I agree with this.
HOLX-
AVTR-
your comprehensive correction newsletter.
gummybear advisors
NYC
Hello brave souls. Well can't say we didn't warn you but that doesn't make it feel any better. What have I learned? Well for one thing this "shorting" I found out the hard part-- it's not letting them fall far enough.
I have alerted the Hedge Fund To deploy with reckless abandon on Wed Fed day. Why Wed? Why not? To me this is the end of something not the beginning of something. Perhaps because I swim in the mud, I had a forewarning this was coming as speculative Tech stubbed it's toe many months ago. I have been waiting for the big boys (Apple) to comply. They have.
It is interesting to note each of our Total Return Buys is flat or up. Until further notice we are going to exploit this strategy. I will do a better job of complying the names together I tried to reshuffle a few to the front the other night.
I have 3 & Van has 2.
Van 1-J. M. Smucker declares $0.99 dividend
(SJM)
- J. M. Smucker(NYSE:SJM)declares$0.99/share quarterly dividend, in line with previous.
- Forward yield2.76%
Van 2- American Campus Communities:A resilient business with excellent tailwinds
American Campus Communities(NYSE:ACC)is also a REIT, this time with a focus on the student housing industry. Not only did this founder-led business pioneer the purpose-built student housing industry in the 1990s, but it also has an impressive track record of delivering market-beating returns for investors.
The company is currently the largest owner, developer, and manager of student housing in the United States, with 166 properties and nearly 112,000 rentable bedrooms. But it could be just scratching the surface. American Campus Communities currently has just 1.5% of the 7.1 million students at its target universities, and the bulk of students still live in traditional (and outdated) on-campus housing or off-campus apartment complexes.
What's more, American Campus Communities is ramping up its on-campus development, where it builds and manages properties in partnership with universities, which creates a more asset-light revenue stream. With the least new supply of student housing coming onto the market in 2022 in more than a decade, paired with a surge in college applications, American Campus Communities could be set for some excellent years ahead of it.
A personal note on ACC. Van was right I was wrong. I was fearful that Omicrom would send kids home from college campuses and drive up expenses that has not happened. Stk has held up well.
‘We’ve shifted from buy the dip to sell the rally,’ says analyst
I agree with this.
HOLX-
AVTR-
Stock To Watch->CRSR
If I was Van i would add all these amazing charts here but I said watch CRSR around noon on Thursday and sure enough she took off Go look at the 5 day and see that<-- So we know something they said at their analyst day was good.
I will try and dig up what went down. But This stock is primed to move UPWARDS!
Chart Events-CRSR
Bullishpattern detected
Momentum
I will try and dig up what went down. But This stock is primed to move UPWARDS!
Chart Events-CRSR
Bullishpattern detected
Momentum
If I was Van i would add all these amazing charts here but I said watch CRSR around noon on Thursday and sure enough she took off Go look at the 5 day and see that<-- So we know something they said at their analyst day was good.
I will try and dig up what went down. But This stock is primed to move UPWARDS!
Chart Events-CRSR
Bullishpattern detected
Momentum
Stoney!!!!!
Remember what I told you about Sonos a couple weeks back?
It went from $30 down to $23. CRSR stayed basically flat.
I actually put CRSR in my "winning stocks" thread a few weeks ago.
The stocks in that thread are all down too.
Actually, the only one that's green is Footlocker. It's held up well. WEBR is holding $10 too. Thank god it wasn't a SPAC. Lock-up ends next week I think. It'll be ok. They initially cut their ipo price.
Now back to Corsair... one thing you'll have to watch Monday is Jimbo fav Logitech, they report earnings. That one has fallen hard. From a high of $130 to $75.
What we might be seeing on CRSR is insider knowledge on LOGI, ie "let's play the pin action and we won't get caught". Maybe. Just speculating. Either way, lets watch LOGI and see what's up.
I'm on the fence about Smuckers up here. If history is any guide this move will fizzle out, but as I have written on ET a half-dozen times, if the family ever cedes control, it'll rocket. I doubt that will happen anytime soon so I'm actually gonna do what I did with Abbott and take the money.
I was smart to lighten up on ISRG, I wrote in another thread last week I thought it would drop on earnings, it did. That said I bought RH. It dropped too lol.
I LOVE Restoration Hardware though. So I will be rolling ALL of the proceeds from Smucker into RH. Smuckers is a 40% gain for the ira, I got in arouind $97 way back when. RH is gonna be a long term hold, it may go even lower, but I KNOW within two years I'll make 50%, easy. $400----> $600
My prediction is we are going to see more M&A in tech. I bet Adobe buys something. What I don't know. Probably something we've never heard of... unless it's the Matterhorn.
Hey Van you mention WEBR I really think that is a god LT play. Buy and put away. The other one Treadgear? I actually have been seeing quite a bit of HF buying on that name.
Let me dig a bit on RH before you get in.>
Let me dig a bit on RH before you get in.>
I am back to $7 eggs.
I said no to inflation. I don't think I will pay up for Peanut butter either. SELL THE SMUCKERS they are having high imput costs.
YOU KNOW THE STK TO BUY....... I'm buying Wed in bulk--
... The Mets they be berry berry good to me....
BERY<-----
I said no to inflation. I don't think I will pay up for Peanut butter either. SELL THE SMUCKERS they are having high imput costs.
YOU KNOW THE STK TO BUY....... I'm buying Wed in bulk--
... The Mets they be berry berry good to me....
BERY<-----
Another growth name is Restoration Hardware (RH), which is a luxury home furnishings retailer.
Strong candidates for growth usually have Big Money buying the shares. RH has historically had that. But recently, it’s full of red which could be an opportunity:
Strong candidates for growth usually have Big Money buying the shares. RH has historically had that. But recently, it’s full of red which could be an opportunity:
- 1 month performance (-19.6%)
- Historical Big Money signals
Ok Van first off RH passes the eye test. The stuff is very nice to look at.>
RH has $2.2B in cash on the balance sheet 10/31/21. Most of this was due to a $2B debt issuance in October--The maturity date is in October 2028 and the current interest rate is 3% (with the potential to float higher if LIBOR increases). There is also a step down for the interest rate if RH receives credit ratings from the major agencies.
Ok so we have to be aware that we are in a rising rate environment... 3% is good but as we go north of 4%...
With a market cap just over $10B, $2.2B in cash is a significant amount --> enter Europe. And at just the right time<------
Margins are remarkable for a furniture company. Gross margins 50% for Q3. RH also saw lower selling, general, and administrative expenses in Q3 ////
Bravo Van this is indeed a good idea.
RH has $2.2B in cash on the balance sheet 10/31/21. Most of this was due to a $2B debt issuance in October--The maturity date is in October 2028 and the current interest rate is 3% (with the potential to float higher if LIBOR increases). There is also a step down for the interest rate if RH receives credit ratings from the major agencies.
Ok so we have to be aware that we are in a rising rate environment... 3% is good but as we go north of 4%...
With a market cap just over $10B, $2.2B in cash is a significant amount --> enter Europe. And at just the right time<------
Margins are remarkable for a furniture company. Gross margins 50% for Q3. RH also saw lower selling, general, and administrative expenses in Q3 ////
Bravo Van this is indeed a good idea.
EDIT: Oh wow... you were doing all that as I was writing. Apologies for saying "no need to dig into".