GBA's "2021 Stock Phantasma"

Amerisafe director Traynor acquires 8,000 common shares 17:33 AMSF In a regulatory filing, Amerisafe director Sean Traynor disclosed the purchase of 8,000 common shares of the company on May 11 at a price of $63.59 per share.

Description

AMERISAFE, Inc., an insurance holding company, underwrites workers' compensation insurance in the United States. Its workers' compensation insurance policies provide benefits to injured employees for temporary or permanent disability, death, and medical and hospital expenses. The company offers workers' compensation insurance for small to mid-sized employers engaged in hazardous industries, principally construction, trucking, logging and lumber, manufacturing, agriculture, maritime, and oil and gas. The company was incorporated in 1985 and is headquartered in DeRidder, Louisiana.
 
stonedinvestor said:
Amerisafe director Traynor acquires 8,000 common shares 17:33 AMSF In a regulatory filing, Amerisafe director Sean Traynor disclosed the purchase of 8,000 common shares of the company on May 11 at a price of $63.59 per share.

Description

AMERISAFE, Inc., an insurance holding company, underwrites workers' compensation insurance in the United States. Its workers' compensation insurance policies provide benefits to injured employees for temporary or permanent disability, death, and medical and hospital expenses. The company offers workers' compensation insurance for small to mid-sized employers engaged in hazardous industries, principally construction, trucking, logging and lumber, manufacturing, agriculture, maritime, and oil and gas. The company was incorporated in 1985 and is headquartered in DeRidder, Louisiana.
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Buy some Coupang down here at $34.30 Stoney.
You owe me. ;)
 
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Buy some Coupang down here at $34.30 Stoney.
You owe me. ;)

I owe you! It's my idea!

The market is in such an unforgiving place it is tough to buy anything now unless it's for a quick trade.... I could change my whole persona and become 'The Scalper' a trade I'm very good at but I run up such paperwork it's overwhelming .

A)Azek raises FY21 revenue view to up 23%-26% from 10%-14%, consensus $1.05B 07:40 AZEK-

B) Funko upgraded to Buy from Underperform at BofA 07:40 FNKO
 
Darling Ingredients price target raised to $82 from $72 at BMO Capital 07:32 DAR BMO

DAR-$73 up $2 yesterday!

XPO Logistics to recruit for over 4,000 jobs for logistics business 07:26 XPO XPO Logistics announced new job openings for its logistics business. XPO is recruiting for more than 4,000 jobs across North America to meet growing demand. The company's logistics business has benefitted from growth in automation, outsourcing and e-commerce as the economy rebounds from COVID-19. Open positions include material handlers, inventory specialists and robotic maintenance technicians, among others. The openings include full-time and part-time positions with a variety of shift options. Applicants can search open positions by location and keyword on XPO's Careers site and apply online.

I'm really struggling with this sell decision. Clear leader. Some kind of wacky spin off coming I do not comprehend... I asked for help from the HF and got crickets asked again and they said get back to you.. They have not. When the market is in turmoil I feel very small...

What would you do?
 
Bernstein sees potentially worrisome similarities between iPhone 12, iPhone 6/X 07:20 AAPL Bernstein analyst Toni Sacconaghi notes that the Apple iPhone 12 appears to be a strong cycle, with revenues increasing by 34% in the first half of 2021, and the analyst forecasting iPhone revenues will grow 35% for the full year on 17% unit growth. On many levels, the iPhone 12 cycle looks similar to the iPhone 6 cycle and iPhone X cycles - each introduced a compelling new offering, and enjoyed strong unit growth, high ASP growth, and outsized growth in China/APAC, he contends, adding that the iPhone 6 and 12 cycles also experienced strong gross margin improvement. However, Sacconaghi worries about what happened historically following these strong cycles. In the one year following the iPhone 6 and X cycles, iPhone ASPs declined, iPhone revenues declined double digits, and product gross margins declined notably, he points out. The analyst also highlights that Apple's stock also fared poorly, with a peak to trough drop of 32% following the 6 cycle and a 39% peak-to-trough drop following the iPhone X cycle.
 
Darling Ingredients price target raised to $89 from $75 at Baird 07:12 DAR
2nd upgrade)

VVVVvvvvrrrrooooooooom-
Vroom price target raised to $53 from $47 at Raymond James 06:59 VRM Raymond James analyst Nicholas Bacchus raised the firm's price target on Vroom to $53 from $47 and keeps an Outperform rating on the shares following better than expected Q1 results. The company's outlook for Q2 implies continued acceleration in Ecommerce GPU, and Bacchus believes that the company has largely worked through prior growth driven operational challenges and is now positioned to exhibit strong growth and improving GPUs, the analyst tells investors in a research note.

VRM- $35.44<----------
 
Coupang price target lowered to $40 from $50 at Mizuho 06:43 CPNG Mizuho analyst James Lee lowered the firm's price target on Coupang to $40 from $50 and keeps a Neutral rating on the shares. The company reported a solid quarter, but EBITDA losses will likely be wider due to investments and mix shift to grocery, Lee tells investors in a research note.

Utz Brands backs FY21 adjusted EPS view 70c-75c, consensus 67c 06:35 UTZ

L Brands price target raised to $82 from $66 at Barclays 06:32 LB Barclays analyst Adrienne Yih raised the firm's price target on L Brands to $82 from $66 and keeps an Equal Weight rating on the shares post the preliminary Q1 results and spin-off announcement. While some investors may have wanted an outright sale of Victoria's Secret valued at $4B-$5B with cash in hand to accelerate debt paydown and share repurchases, the spin-off allows participation in future upside, Yih tells investors in a research note. The analyst believes L Brands' continued margin strength is priced in with a fairly balanced risk/reward at this point.

Vroom price target raised to $55 from $48 at JMP Securities 06:30 VRM
2nd upgrade*
 
Coupang price target lowered to $39 from $50 at Citi 06:24 CPNG

Well I was wrong about there not being a chip shortage in China-

NIO notes chip shortage remains key production constraint, says Citi 06:08 NIO Citi analyst Jeff Chung keeps a Neutral rating on NIO with a $57.60 price target after hosting a call with management. NIO indicated that the chip shortage has remained the key constraint for its production in May, Chung tells investors in a research note. For early-to-mid May, the delayed impact of Renesas's fire put some pressure, and management expects the situation to ease in June or July, adds the analyst. Chung notes that NIO saw market demand recovering well since February and is confident of order gains.

YETI- Ok ages ago I bought this at like $38 and I played it horribly and don't want to talk about it. It went way way up. Without me. I can't with a straight face say go run and buy this name at $81. No way... More like $67 I would look again.... However "The Scalper" Has No Such Qualms!

Yeti CEO says 'exceptional start to the year' 06:06 YETI Matt Reintjes, President…
 
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