GBA's "2021 Stock Phantasma"

WAIT! DAMNIT! That's my stock-- HGV!!! FDUCFDGHJKL:"


Hilton Grand Vacations (HGV) saying it would acquire Diamond Resorts, Travel + Leisure (TNL) born in January of a $100M acquisition that included a rebranding, and Marriott Vacations Worldwide (VAC) expanding its footprint by buying Welk Resorts, the publication adds.
 
stonedinvestor said:
You have to watch this one carefully. 1st off No Masks! WTF.
Jan 14th date.... So we are in the Covid...


Right at the 3 or 5 second mark... You are like oh man not the doorman! But wait look carefully at who is being escorted in the building by the young ad executive--- Yes! Inclusive as heck!

1:48 Black couple checking in no problem... White guy smiling

Timeshares! <---Van when we travel again... I want to be part of this Hilton Grand Vibe.
More...

I was first! I hope this doesn't run.. not a real table pounder by Barons just a mention..****
 
Van I know how you think and I think you should keep an eye out over the next 2 years for this stock-KLARNA. Trust me. I saw the young CEO and I really took to him. he is very self effacing and flipped burgers before starting this company. He is giving 1% of funding back to the green earth stuff.
Which I really like and encouraging others to give 1% of funding.

They are a bank. They allow you to Buy Now Pay later. /

**'Buy now,pay later' giant Klarna has tripled its valuation to $31 billion, making it Europe'smost valuable private startup.Payments firm Klarna has raised $1 billion in new funding, tripling its valuation to $31 billion. This makes "buy now,pay later" giant Klarna the most valuable private startup in Europe.

When this IPO's We are in! I really like the ethics they don't charge huge interest rates.. This is death gas for the banks...
 
stonedinvestor said:
Van what do you think-? I like it here for a $6 trade or so.>>>


Hilton Grand Vacations Inc. (HGV)

$40.12-0.45 (-1.11%)
As of 10:28AM EST. Market open.
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This is my only watch list! Lets find non tech ideas that should react well to reopening.

I am in the city and my wife is in the country. I go to the country tomorrow. Bacchus is better!!!! fully baked poop and I saved myself $500 at the vet!!!! Sometimes you just got to pull out! - "That's what Yulia says! " :)
 
talked to my mom on the phone and it sounds like now that they have vaccines, they're all thinking travel... the travel stocks i just looked up look like everyone has already bought them. are there stocks associated with travel that the hordes might not have climbed into? travel-adjacent stocks?
 
So mom got the vaccine?

Guess what? My music producing Bro got the vaccine he's six years younger than me. No comment. He went to NJ.

Now I'm assuming all travel you are hearing about is within the US correct. I'm thinking of stocks like Cedar Fair. FUN.
 
Pot stocks in spotlight as Governor Cuomo comments on legalization bill
Mar. 12, 2021 1:34 PM ETMedMen Enterprises Inc. (MMNFF)
  • Cannabis stocks are likely to continue the recent momentum after New York Governor Andrew Cuomo noted in the just concluded press conference that his staff will be working on the marijuana bill over the weekend.
  • Yesterday, the Assembly’s chief sponsor expected a deal with the Senate and Gov. Andrew M. Cuomo to materialize in the next couple of weeks capping off a multiyear effort to legalize marijuana in the State.
  • “It could actually happen outside of the budget process because that’s how close we are to completing a deal," Assembly Majority Leader Crystal Peoples-Stokes, a Buffalo Democrat said in an interview.
 
PUT VWAGY IN YOUR DAMN IRA'S-

The right product mix
Volkswagen has a great product mix under its umbrella. It has two main categories 'premium', and 'volume', with the likes of Audi, Skoda, and Volkswagen under its volume segment, and Porsche and Lamborghini under its premium segment. The Volkswagen brand is one of the most globally recognized brands and with continuous model refreshment and the tailwind from the brands under its umbrella, the company should fare well in the coming years. Volkswagen and Audi remain its two biggest selling brands, and these brands should continue to perform well, especially in China and the broader Asia market, as VW looks to make inroads into Southeast Asia, etc.

Most of the brands mentioned continuously witness new models come onto the market and the refreshment pipeline remains strong, which should only add to the company's fortunes. Volkswagen remains one of the most recognized brands in the automotive sector as well, where it competes with the likes of Toyota, Honda, and Daimler.



Source: (Investor Presentation).

Battery Electric Vehicles
Volkswagen also plans to roll out a range of BEV or Battery Electric Vehicles over the coming years. The first model it plans to roll out is the ID.3, a compact C-segment electric car. Within the first year despite COVID, almost 57,000 units were delivered. The company also plans to launch a range of other models including the ID.4 a crossover SUV, and soon after more hatchbacks, crossovers, and saloons to significantly shift towards an electric-centered fleet. The general trend in electric vehicles points to more and more consumers preferring electric engines over conventional engines. VW is one of the few companies will likely be competitive in this segment and be able to compete broadly, with many other major brands such as Toyota lagging in the electric vehicle segment. Overall, the BEV market is one of the major trends to look out for over the next 4-5 years and should provide impetus to VW's revenue.

Financing and insurance arm
The financing and insurance arm of Volkswagen remains one of the best performing segments of the company, growing from euros 600 million to almost 3 billion in 2019. The segment is expected to grow again at 15% in 2021, as vehicle sales and financing, in general, pick up. Offering the value proposition of having both the financing and insurance under one roof has been very lucrative for Volkswagen and this should continue in the coming years.

Valuation:
Price to Sales remains at 0.66 and P/E remain at 10. For a company whose long-term growth potential is around 5-6% this stock is modestly priced. Although with similar growth rates many similar stocks trade at a much higher level. Cash flow tends to be a lot more volatile for VW and quite often in the negative due to capital expenditures. In general cash flow is not a good metric for vehicle manufacturers. The current ratio remains around 1.15, and that's quite good for a car maker.

Overall, the state of finances remains solid, and there is certainly some value in the stock. A conservative DCF that assumes 8% WACC and 5% growth, with a terminal rate of 0%, shows the stock is likely valued at around $42.
 
stonedinvestor said:
So mom got the vaccine?

Guess what? My music producing Bro got the vaccine he's six years younger than me. No comment. He went to NJ.

Now I'm assuming all travel you are hearing about is within the US correct. I'm thinking of stocks like Cedar Fair. FUN.
More...
my mom's friend's are starting to book international it seems. not for right now...they're starting to book future trips. she says retirement people feel like they only have a certain amount of healthy years to see the world, and covid was a lost year for them.
 
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