GBA's "2021 Stock Phantasma"

stonedinvestor said:
Welbilt could soar as restaurants recover, Barron's says
More...
.

Barron's says that?

Well by all means, lets all go all in.

Gimmee a break Stoney

No one reads this thread to hear a bunch of recycled/regurgitated old news.
Although that's what they get.

You are the MASTER of cut and paste.

Read that again.

And I make no apologies for pointing it out.

Hell half the time even I don't know if its your words I'm reading, or some schmuck from SA or MF.
... for real bro.

Whatever. There is room for a LOT of improvement though.

I'm tired of reading Seeking Alpha cut and pastes.... and then... with all due respect... when one of them comes in... hearing you brag about it.

Original ideas Stoney.
Not cut and pastes.
 
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The last Baron's idea we used returned a quick 20%. My Theresa. I love Barons. I don't read it anymore but back in the day The Roundtable was very important each year and Abbie Cohen and what she said. And that guy that always chose ' Liberty Media' Great Biotech ideas too!!! ->In fact, I started a game here many many years ago in which I found one idea in each Barons that worked big. We called it The Barons Game and you may be able to find it if you search enough.

Welbilt could soar as restaurants recover, Barron's says 09:09 WBT COVID-19 hammered the restaurant business-and its suppliers, like restaurant equipment maker Welbilt, hard. But with the economy recovering and eateries reopening, Welbilt stock looks like a buy, Al Root writes in this week's edition of Barron's. With vaccinations rising and sites reopening, the industry is starting to recover and investors should focus on what made it attractive before COVID-19 struck, namely growth, profitability, innovation, and an attractive industry structure, the author notes. Add in a dash of company-specific factors, and Welbilt looks well placed to cook up future gains, Root contends.

In the East Village we have lost 300 eateries! > New blood will roll in and they will use some of these smart cooking tools such as

This is a smart idea.

Hope Everyone is in

New York’s leaders reach deal to legalize adult-use cannabis-!!
Mar. 28, 2021 2:44 AM ET
  • Governor Andrew M. Cuomo, Senate Majority Leader Andrea Stewart-Cousins, and Assembly Speaker Carl Heastie announced an agreement on legislation to legalize adult-use cannabis in the state, according to a statement from the Governor’s office.
  • The bill will enable the establishment of an Office of Cannabis Management to implement a comprehensive regulatory framework that would cover medical, adult-use, and cannabinoid hemp.
I have submitted my name to the Office Of Cannabis Management.. as a Grand Puba.



What they don't tell you when you have a large dog is your sex life is OVER!
 
Wells Farg--->running its fourth poll of consumers to get a better handle on the shape of this year's recovery in the retail sector - particularly with the guidance that exists pointing to "uncertainty, conservatism, or both."
  • It sought to understand shopping behaviors, expected post-pandemic spending levels, and how spend could be permanently shifting between channels, it says.
  • On the last point, Wells Fargo says it's looking at about 500 basis points of permanent shift. It found the average respondent did 32% of apparel/footwear shopping online pre-pandemic, which surged to about 50% last year.
  • But it sees that penetration settling in at 37%, a platform jump higher, once life returns to normal.
  • "Applying this acceleration to Euromonitor data (reported 2019 and 2020 apparel/footwear industry online penetration of 25% and 38%, respectively) suggests that total apparel/footwear online sales will settle around ~30% in 2021," the bank says.
  • While athleisure and home categories were hot in 2020, they hovered in the middle of the rankings for immediate post-pandemic purchases; they're still set to grow, though at a more moderate level, Wells Fargo suggests.
  • As for the specific categories ripe for a bounceback, respondents most frequently said they would return to make-up/beauty (40%), even more so than going-out apparel (37%) - pointing to some pent-up demand there.
  • And that bodes particularly well for names like Ulta Beauty(NASDAQ:ULTA), Urban Outfitters(NASDAQ:URBN), Ralph Lauren(NYSE:RL)and The Gap(NYSE:GPS)in Wells Fargo's coverage.
  • To a lesser extent, it expects off-price retail will see some outsized benefits as well: names including Burlington Stores(NYSE:BURL), Ross Stores(NASDAQ:ROST)andTJX.
I still think we need the right make up trade here... I went for cosmetic filler trade and it backfired on me horribly but I think I am on to the correct trend... You want to get some filler in these lines in your face caused by mask wearing. ULTRA deserves a look although I do not Understand the Co.

-Doesn't one of the Kardasian's have a make up company?

We Need a Makeup & Beauty part of the portfolio. And I like Rest. Equipt. Those two ideas and maybe lots of POT .<-- CURLF!
 
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So Another How To Fish lesson: I surf these ideas and it comes to me in a flash it's notULTA a $300 stock obviously and we have this news-

Ulta Beauty director Charles Heilbronn sold $130.45M in common stock 17:28 ULTA In a regulatory filing, Ulta Beauty disclosed that its board member Charles Heilbronn sold 427K shares of common stock on March 24th in a total transaction size of $130.45M.

But:
Behold, the most popular makeup brands around.
  • Anastasia Beverly Hills.
  • NYX Professional Makeup.
  • MAC.
  • E.L.F. Cosmetics.<---------- That sounds familiar!
  • Kat Von D.
  • L'Oréal Paris.
Maybelline.

Market Summary>e.l.f. Beauty Inc (ELF)
$27.11USD+0.46(1.73%)

And lookie lookie>

e.l.f. Beauty stock looks like a buy, Barron's says 03/20 ELF Stay-at-home orders have gutted demand for makeup during the pandemic, but now with an economic reopening near, the picture is brightening for cosmetic companies and their shares, Teresa Rivas writes in this week's edition of Barron's. And even during lockdown, consumers have been connecting with e.l.f. Beauty, whose loyalty program recently had 2.3M members, up 40%, year over year, the author notes :sneaky:


Price Targets are $29 or $30.... So it's near fair value we need a pull in and a pick up in the $26 area.<-----

e.l.f. Beauty price target raised to $29 from $26 at JPMorgan 03/02 ELF JPMorgan analyst Andrea Teixeira raised the firm's price target on e.l.f. Beauty to $29 from $26 and keeps an Overweight rating on the shares after meeting with management. The analyst came away "incrementally more positive" on e.l.f.'s ability to navigate the current operating environment and its ability to deliver on its three-year economic model. Teixeira anticipates the underlying business momentum for e.l.f. Beauty to continue.

Cosmetics Stocks with the Most Profit Growth or Least Profit Decline
Ulta Beauty Inc. (ULTA)

The Estée Lauder Companies Inc. (EL)

Cosmetics Stocks with the Most Momentum
e.l.f. Beauty Inc. (ELF)<----------

e.l.f. Beauty Inc.:e.l.f. Beauty provides mainly low-priced cosmetics products for the eyes, lips, and face. It offers eyeliners, lipsticks, powder, skin care products, and more. The company announced in early February financial results for Q3 FY 2021, which ended December 31, 2020. Net income fell 46.3% despite net sales rising 9.7%. Earnings were adversely impacted by selling, general and administrative expenses rising at a much faster rate than net sales.

Those trends should reverse.
 
Hey Hey hey Got that partner for Queens Gambit<----- but she obviously does not need the $
The Eyebrow Queen.

Anastasia Soare
Anastasia Soare(née Bălămaci; born December 28, 1956) is a Romanian-American billionaire businesswoman, and the CEOand founder of Anastasia Beverly Hills, known as the "Eyebrow Queen". As of December 3, 2020, Soarewas listed as Romania's 4th richest on Forbes.
...
 
Letter Received>

Dear Stoney-

Thank you for your tireless work every weekend and week day, the way you go through hundreds and hundreds of ideas to find the most actionable is truly heroic. I don't know how you do it. You must have incredible knowledge of all of these companies and run into them all in the past in one way or another.

I become easily overwhelmed and intimidated by the market and just use index funds but since you have taught me " How To Fish " I now see the market as an electric, eclectic assimilation of smaller ideas and themes. Thank you for opening my eyes and teaching me to fish!

I now make 3X what I did before.
Yours, XXX
 
stonedinvestor said:
Letter Received>

Dear Stoney-

Thank you for your tireless work every weekend and week day, the way you go through hundreds and hundreds of ideas to find the most actionable is truly heroic. I don't know how you do it. You must have incredible knowledge of all of these companies and run into them all in the past in one way or another.

I become easily overwhelmed and intimidated by the market and just use index funds but since you have taught me " How To Fish " I now see the market as an electric, eclectic assimilation of smaller ideas and themes. Thank you for opening my eyes and teaching me to fish!

I now make 3X what I did before.
Yours, XXX
More...

Yeah I like to write those to ya every now and then to keep ya motivated.
:cool:
 
Tomorrow's Gummy...

Tontine Holdings
PSTH
$24

What's the name of Elon's worldwide broadband via satellite thing called?
Starlink?

I could see Ackman using his SPAC to buy that.
just a thought.
:sneaky:
 
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