GBA's "2021 Stock Phantasma"

Where do I buy it back? $4.80 again and hold as dead money until earnings?
I bought it back below $5, also some LC $12.9-$13. Van is the Boss! Going to show you the TXN April and May $165-$175s been holding since it fell to $163. Thank you Stoney and Van for all the great ideas and wisdom. Stoney needs to charge $199 a month for his picks.
 
I bought it back below $5, also some LC $12.9-$13. Van is the Boss! Going to show you the TXN April and May $165-$175s been holding since it fell to $163. Thank you Stoney and Van for all the great ideas and wisdom. Stoney needs to charge $199 a month for his picks.
Those UPST calls I mentioned at $18.50, they dropped at first, but they ended closing up at about a $22 midpoint.

LB is nuts. I guess Victoria's Secret is back in vogue.

.
I will be buying MORE MGM >>>>

They don't have a dog rescue by you?
Get a pound puppy, not some overpriced Petsmart dog.


It bounced right back.

We'll see what happens, but I wouldn't be surprised if it closed down 200 points.
I know that's a huge reach.
We'll see.

Well at 2:45 EST it was on its way, it had dropped 100 points... then the big upside reversal came.
Crazy market.
 
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Van the savings rate is 25%

The normal US savings Rate is 5%

There is considerable fire power on the sidelines.

Think Travel Think Gambling!! You keep knocking MGM but I'm telling you Vegas is coming back! Those checks are being spent at the casinos. Not on stocks.

Hedge Fund pulled from tech.

Money on the sidelines looks for cyclical type stuff.

We need to change our focus.

Retail Therapy Peacocking! Not sure LTD owns Victoria Secretes anymore. My wife used to work at Express.
 
Van the savings rate is 25%

The normal US savings Rate is 5%

There is considerable fire power on the sidelines.

Think Travel Think Gambling!! You keep knocking MGM but I'm telling you Vegas is coming back! Those checks are being spent at the casinos. Not on stocks.

Hedge Fund pulled from tech.

Money on the sidelines looks for cyclical type stuff.

We need to change our focus.

Retail Therapy Peacocking! Not sure LTD owns Victoria Secretes anymore. My wife used to work at Express.
ahem....
Just for the record Stoney... you hated MGM when I pointed it out at $15. (or $17)
I can't find the post because 3 letters don't work in Barron's search engine.
But it's here somewhere.
In the old thread.
 
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What is really impressive is just how fragmented the industry is. Despite the top two largest players in the space controlling 20% of the market, the top 10 players account for just 36% of the market. That means that the next eight largest players combined average just 2% of the industry. Another interesting thing is just how much more concentrated, and less fragmented, the space has become. Back in 2010, the top 10 players accounted for just 20% of the industry.

This means a considerable consolidation is taking place, and that trend is likely to continue. Given United’s dominance in the market, this should give them a great chance to grow further.

And Stoney....
ya know you cut and paste these things, the so called "experts"...... well guess who wrote about URI a year ago, citing fragmented business's in that niche and how they (URI) are growing.

And I wrote about it way before that too. When it was like $114.

Your author is late to the party.
That's why vz gets the corner office on the top floor of GBA HQ.
Thank you very much.

Good morning Stoney. You used a shovel!? lol. Well that reminded me of a stock, I'll get to that in a second.


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. Good to see you're doing your part. Instead of a shovel next time though, just go rent a mini-hoe from URI for $500. Do it on Friday night and you get the one day rate for the whole weekend. While it may seem intimidating to run, its really not. Let your son do it lol, its like a video game. He'll have it wired in about 30 minutes and you'll have nice neat trenches with no back-ache.

:sneaky:
 
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When you may have liked MGM in the past I was already in Ceasers and enjoyed 90% run. Then I went into Red Rock and enjoyed a 36% gain and now I go to MGM where I imagine the gain will be even less 20% or so.

The point is Bet MGM is just rolling out and it was not before. We are are in full roll out mode now and then I assume they will split if off and I will get one free share of something worth $30 or so... so of course that 20% gain will become much much larger. That's how we do it!

Bristol Myers and Bluebird bio win FDA approval for ide-cel in multiple myeloma
Mar. 26, 2021 11:40 PM ET Bristol-Myers Squibb Company (BMY)
 
Net 1 UEPS board members buy 481K shares of common stock 17:17 UEPS Net 1 UEPS disclosed that its board members Monde Nikosi and Anthony Ball - both of Value Capital Partners - and Value Capital Partners fund each bought 160,516 shares, with total transaction size of $2.64M

More tinder or Granny's short!
Stellantis to close 5 North America plants due to chip shortage, CNBC reports »


LAS VEGAS STRIP RECOVERY: :cool:Nevada reported February Las Vegas Strip gaming win was down 41.55% to $348.46M versus last year's $897.52M. This figure marks a marginal improvement from the down 44% in January and down 51% in December. Vegas capacity restrictions were lifted from 25% to 35% on February 15 and March is expected to show further improvement given capacity restrictions were raised to 50% during the month. Macquarie analyst Chad Beynon told investors in a research note that he is seeing encouraging signs of pent-up demand for March Madness, while noting sports revenues fell 16% in Nevada and 40% in Las Vegas, consistent with industry trends for states that have reported. The analyst noted that operators seem to be turning more optimistic on Vegas trends, where occupancy is climbing and recent trends are matching or even going beyond healthier trends witnessed in October. According to Beynon, the firm favors MGM Resorts (MGM) and Caesars (CZR), which was just added to the S&P 500, for Strip recovery and Golden Entertainment (GDEN) and Red Rock Resorts (RRR) for locals.:p
 
You can see the way this all is going. NYC is teaming up with IBM to create this App they already have it that will tabulate if you have Covid or have had the virus test and how long ago and other fun stuff about your personal life-- has curved penis.

Rutgers has said Vax only unless it is your religion stopping you? What religion wants you to die? // If 50% of Republican males are not getting the Vax how is this all going to shake out.

Large venues need to use this software to open. That Country music concert it aint' happening in Vegas without it... We are heading to a new divide... Those with the shot get new access to places and those who refuse it wind up in Florida.

IBM might be the under the covers play here not PLTR.~si
 
Be Careful Out There! Weird Day. Start of drive dead cat on road. Black. I went hard right and it never crossed our path! But it was close to being run over not sure if that counts.

Roving construction everywhere! We zigged we zagged, cops on the road, zag again. Passing cars left and right trucks, I mean it was crazy once you commit to crazy there really is no going back. Get to our house in the country and we have a small bridge and a giant tree piece has fallen and impaled into the center of the bridge standing thirty feet upright in the air HUGE piece of tree standing upright impaled in my bridge!- WELCOME.

I got the axe. I went to town. Must of been an 1/2 hour van. I chopped that thing and it spring up and missed me and we got it off our bridge which now has a nice hole in it. Got across.

We made it. Now will the septic hold up?
 
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