GBA PRESENTS- the public games

stonedinvestor said:
Sound the horn. The public games have begun. In the spirit of Olympic competition we shall together climb the wall of worry... or fall hardly under despair and malice as we realize that the old Wall Street adage makes little sense.

The worry has begun. Let's see us climb.

In this new thread I will endeavor to still give great stock picks but I want to take a seat further back in the chariot and let others compete as well. For this reason I will no longer insist that every recommendation be actually purchased by the author. This skin in the game methodology has treated us well in terms of keeping the junk out and the very dangerous out of our accounts. It has merit but it takes dollars. And now we are in a period of time when protecting your dollars will become more important that growing them.
More...

So you have gone total Hunger Games. Fascinating.
 
This is an old favorite and another competition stock. I believe we had Flour vs Granite and honestly they both did well.

I still have GVA in my wife's account and I'm holding. It's a double + 100%!!!! Some of these IRA stocks are really killing it... maybe beceuse we don't touch them????

As to the tone of the market:

The worry was Trump and my fear was TRUMP AND maybe my downfall was Trump but as soon as he started talking economics the market dived and then Biden pulling out has put Kamala in the spotlight and the market really likes that. As do I.

Things are apt to change and elections are always in flux but now Trump is on his heels he picked an ass for a running mate and got his shit handed to him by the Black Press.. So The Trump fear of winning is dialed down alot.

Where does that leave me? I don't know.

Luckily with GVA.

$35 is nice support>

GVA Granite Construction Incorporated- watch

$37.90 +2.42 (+6.82%)

#17803 May 10, 2023 Report
Reply Share
 
Parsons price target raised by $33 at Benchmark, here's why » 07:51 PSN

FormFactor price target raised by $12 at TD Cowen, here's why » 07:48 FORM

Criteo reports Q2 adjusted EPS $1.08, consensus 77c » 07:48 CRTO

Canada Goose stil sees 2024 adjusted EPS growth in mid-teens » 07:46 GOOS

Teladoc price target lowered by $6 at TD Cowen, here's why » 07:45 TDOC

:rolleyes:
 
stonedinvestor said:
This is an old favorite and another competition stock. I believe we had Flour vs Granite and honestly they both did well.

I still have GVA in my wife's account and I'm holding. It's a double + 100%!!!! Some of these IRA stocks are really killing it... maybe beceuse we don't touch them????

As to the tone of the market:

The worry was Trump and my fear was TRUMP AND maybe my downfall was Trump but as soon as he started talking economics the market dived and then Biden pulling out has put Kamala in the spotlight and the market really likes that. As do I.

Things are apt to change and elections are always in flux but now Trump is on his heels he picked an ass for a running mate and got his shit handed to him by the Black Press.. So The Trump fear of winning is dialed down alot.

Where does that leave me? I don't know.

Luckily with GVA.

$35 is nice support>

GVA Granite Construction Incorporated- watch

$37.90 +2.42 (+6.82%)

#17803 May 10, 2023 Report
Reply Share
More...
STONEY!!!

Remember this?

stonedinvestor said:
This printed $78.50 today. and Van told me to buy.
But he told me to buy SNAP


Etsy, Inc. (ETSY)
NasdaqGS - NasdaqGS Real Time Price.

76.86+0.99 (+1.31%)
As of 03:10PM EST.
More...

Well since that post where you mocked me --- SNAP is up 23%---- ETSY is down 14%

Who's your daddy Stoney! :p
 
Rush Street Interactive price target raised by $4 at Oppenheimer, here's why » 07:41 RSI

Q2 Holdings price target raised by $15 at BTIG, » 07:28 QTWO

Q2 Holdings price target raised by $10 at Baird, » 07:07 QTWO

Utz Brands raises 2024 adj EPS growth view to 28%-32% from 23%-28% » 07:09 UTZ

Utz Brands reports Q2 adjusted EPS 19c, consensus 16c » 07:07 UTZ

Datadog upgraded to Buy at BTIG following strong checks » 06:08 DDOG,<---------:caution:
 
stonedinvestor said:
Rush Street Interactive price target raised by $4 at Oppenheimer, here's why » 07:41 RSI

Q2 Holdings price target raised by $15 at BTIG, » 07:28 QTWO

Q2 Holdings price target raised by $10 at Baird, » 07:07 QTWO

Utz Brands raises 2024 adj EPS growth view to 28%-32% from 23%-28% » 07:09 UTZ

Utz Brands reports Q2 adjusted EPS 19c, consensus 16c » 07:07 UTZ

Datadog upgraded to Buy at BTIG following strong checks » 06:08 DDOG,<---------:caution:
More...
ETSY or PINS should switch tickers with Datadog
 
stonedinvestor said:
We never bought ETSY we did PINS twice for big gains twice.

Remember that?
More...
But you never told the children not to buy in 30 + plus posts pimping it :mad:
COO of GBA however, yours truly, told them to short at $86. :sneaky:

And be honest now Stoney... if it gapped up today to $100... it would be "I have it in my kid's IRA." As usual.
 
PE 44 // 35 // 28

Company Profile
QTWO

Q2 Holdings, Inc. provides cloud-based digital solutions to regional and community financial institutions in the United States. The company offers Digital Banking Platform, an end-to-end digital banking platform supports its financial institution customers in their delivery of unified digital banking services across digital channels. Its digital banking platform solutions, comprising Q2 Consumer Banking, Q2 Small Business and Commercial, Q2mobile Remote Deposit Capture, Q2 Sentinel, Q2 Patrol, Q2 SMART, Q2 Contextual Personal Financial Management, Q2 Goals, Q2 CardSwap, Q2 Gro, Q2 Innovation Studio, Q2 Biller Direct, ClickSWITCH, Sensibill, Centrix Dispute Tracking System, Centrix Payments I.Q. System, and Centrix Exact/Transaction Management System. The company also provides lending solutions, which consists precisionlender solutions, a cloud-based platform, data-driven sales enablement, relationship pricing, and portfolio management solution includes precisionlender platform, premium treasury pricing, data studio, and Andi; and Q2 Cloud Lending solutions, a cloud-based digital lending platform and end-to-end lending solution that allows financial institutions, FinTechs, and Alt-FIs to automate and digitize their lending activities, supporting digital lending applications, scoring, underwriting, servicing, and collections for multiple assets classes comprising Q2 CL portal, originate, loan, marketplace, and collections. In addition, it offers Q2 Innovation Studio, an application program interface, or API, based and software development kit, or SDK, based open technology platform; and Helix, a cloud-native, real-time core processing platform. The company was formerly known as CBG Holdings, Inc. and changed its name to Q2 Holdings, Inc. in March 2013. Q2 Holdings, Inc. was founded in 2004 and is headquartered in Austin, Texas.


Don't know these guys but they are growing nicely. Very pricey but that PE comes down from 44 to 28 over the next few years.
 
You must log in or register to reply here.
Back
Top