GBA's "2021 Stock Phantasma"

Watch This One it's is a tinder keg-- I don't know if I have the guts....
Veritone, Inc. (VERI)
$35 area low today......

Now$-37.53-0.92 (-2.41%)
As of 11:11AM EST. Market open.
 
I was looking for an off the radar infrastructure play for the ira, went to the well.
So much for off the radar.
Remember URI from back in July?

Anyway, in keeping with our infrastructure spending thesis, your shovel story reminded of one I have played on and off over the years but haven't looked at lately.
$URI
United Rentals. They rent everything and always do well when the economy is on the move. Any infrastructure bill will move the stock. I just looked, its almost $160. I think the last time I traded it it was around $116. Go figure huh.

Remember when I was telling you about fragmented sectors where a big player scoops up all the mom and pops like Grow Gen is doing? $URI did that with equipment rental to a great degree over the years. It was a fragmented business with lots of local players that were already established. They'd go in and buy em out.

That sand and gravel you got, it probably came out of one of Vulcan's quarries. Or Martin Marietta's. .

Damn thing is $258 now.
 
I was looking for an off the radar infrastructure play for the ira, went to the well.
So much for off the radar.
Remember URI from back in July?



Damn thing is $258 now.
YOU KNOW I CAME THIS CLOSE TO BUYING IT! GOT THAT POT REIT INSTEAD THAT WENT UP EVEN MORE... IIPJ? That might not be it... Warehouses for pot growers...
 
Ultimate spidy sense

Shift Technologies, Inc. (SFT) & Westport WPRT Not even sure if they exist anymore.... Shift starts making those vans electric<---- Someone EV partners....
 
Oh yest they do-- actually alternative fuels not electric!

This is great because too much electric is just going to strain hat grid something terrible we need more of this natural gas and other (hydrogen) ,,,..

I'm like a greyhound sniffing now folks...

Description

Westport Fuel Systems Inc. engineers, manufactures, and supplies alternative fuel systems and components for use in transportation applications worldwide. It operates through Transportation and Cummins Westport Inc. (CWI) Joint Venture segments. The company offers alternative fuel systems and components, which include a range of alternative fuels, such as liquefied petroleum gas, compressed natural gas, liquefied natural gas, renewable natural gas, and hydrogen; and independent aftermarket, original equipment manufacturers (OEMs) and delayed OEMs, electronics, current and advanced research and development programs, supply chain, and product planning activities. It also provides Westport High Pressure Direct Injection 2.0, a fully integrated system that powers compression ignition engines by natural gas, which reduces greenhouse gas emissions. In addition, the company develops, sells, and markets spark-ignited natural gas or propane engines; and CWI engines for transit, school and shuttle buses, conventional trucks and tractors, refuse collection trucks, and specialty vehicles, such as short-haul port drayage trucks and street sweepers. Its products and services are used for passenger cars; light-, medium-, and heavy-duty trucks; and horsepower, cryogenics, and hydrogen applications. Westport Fuel Systems Inc. markets its products primarily under the Cummins Westport, BRC, Westport, OMVL, Prins, GFi Control systems, Emer, Zavoli, TA Gas Technology, Valtek, and AFS brands. The company was formerly known as Westport Innovations Inc. and changed its name to Westport Fuel Systems Inc. in June 2016. Westport Fuel Systems Inc. was founded in 1995 and is headquartered in Vancouver, Canada.
 
YOU AND I VAN WE ARE THE ALPHA TWINS-


Yeah.
Tweedledum and Tweedledee.
Lewis Carrol's "Through the Looking-Glass, and What Alice Found There".


Tennieldumdee.jpg


Van Utz bought Hot Crunchy Kurls....
I have a feeling UTZ is gonna be a dog like SJM.
 
Back
Top