GBA Presents: THE GREEN MARKET

The back in back N' fill is not always pretty.

IDEA #1 Floor & Decor price target bumped to $167 at Jefferies on Canada expansion 08:09 FND.

Oh Canada.! I noticed FND was up about $8 yesterday this stock is like Van's RH, retail that is in a sweet spot. RH is going tro Europe and FND is going to Canada.
 
stonedinvestor said:
The back in back N' fill is not always pretty.

IDEA #1 Floor & Decor price target bumped to $167 at Jefferies on Canada expansion 08:09 FND.

Oh Canada.! I noticed FND was up about $8 yesterday this stock is like Van's RH, retail that is in a sweet spot. RH is going tro Europe and FND is going to Canada.
More...
FND sucks. Look at AZEK, which the savant told you to dump at $39.50-----> $32 now. The building materials sector boom is over.
FL if you want retail.
 
Love STLD Van great company used it in the past. You can kind of call them " green " in that they try harder than most steel companies.

Are you putting a short on CHWY?

IDEA #2 Academy Sports to open at least eight new stores in 2022 08:06 ASO
 
IDEA #3 eBay launches Authenticity Guarantee service for trading cards 08:02 EBAY eBay announced the launch of its Authenticity Guarantee service for trading cards. Beginning now, single ungraded trading cards (including collectible card games, sports and non-sports) sold for $750+ in the U.S. will be authenticated. By mid-2022, the service will expand to include graded, autograph and patch cards sold for $250+. With the addition of trading cards to eBay's Authenticity Guarantee service, the company now offers authentication in four key enthusiast collector categories, including sneakers, watches, handbags and now trading cards. As one of eBay's top categories, trading cards has been growing at a significant pace -- hitting $2B in transactions in the first half of 2021.
 
stonedinvestor said:
Love STLD Van great company used it in the past. You can kind of call them " green " in that they try harder than most steel companies.

Are you putting a short on CHWY?

IDEA #2 Academy Sports to open at least eight new stores in 2022 08:06 ASO
More...
ASO is better than FND.
And yes, will be shorting CHWY.
Not yet though.
 
MTTR will get bought.

Datto upgraded to Overweight at Morgan Stanley on sustainable 20% ARR growth 06:46 MSP Morgan Stanley analyst Sanjit Singh upgraded Datto to Overweight from Equal Weight with a price target of $36, up from $33. The pandemic had an outsized impact on small business IT spending, which slowed Datto's ARR growth from 25% in the fourth quarter of 2019 to a low of 14% in the fourth quarter of 2020, noted Singh. However, ARR growth has accelerated in each of the last three quarters as the economic recovery has taken hold and he sees 20% ARR growth as sustainable given a rebound in new customers, an ongoing recovery in the core business and the launch of a major new product cycle, Singh tells investors. Assuming 5-10% growth in its customer base and 10-15% growth in ARR per customer creates a path to $1+ billion in revenue by 2024 for Datto, Singh added.
 
Lockheed Martin says FTC is `highly likely' to block acquisition of Aerojet Rocketdyne
Jan. 25, 2022 7:50 AM ETAerojet Rocketdyne Holdings, Inc. (AJRD),
image_1297117971.jpg


Interesting.

  • Lockheed Martin(NYSE:LMT)and Aerojet Rocketdyne(NYSE:AJRD)said the U.S. Federal Trade Commission is likely to sue to block theAerojet acquisition. Aerojetplunged 17%in premarket trading, while Lockheedrose 0.9%.
AJRD is a very tight company and al leader in Hypersonic warfare. Let the dust settle here.


 
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