GBA's "2021 Stock Phantasma"

stonedinvestor said:
The AZEK Company Inc. (AZEK)
NYSE - Nasdaq Real Time Price. Currency in USD

43.33-1.14 (-2.56%)
As of 11:17AM EDT. Market open.

$41.60 is 200 day. VAN WHERE DID WE WANT THIS??? WE HAVE TO BE CLOSE.>>>>>

I don't see how this doesn't workout.
Reason Lumber has 3X!!!! It's too expensive...
Even a downbeat analyst has a PT of $53!

Azek price weakness a buying opportunity, says Baird 06:37 AZEK Baird analyst Timothy Wojs raised the firm's price target on Azek to $54 from $53 and keeps an Outperform rating on the shares. The analyst said the weakness in the shares is a buying opportunity as the company reported solid Q2 results. He continues to like the secular growth prospects from material conversion, margin opportunity from recycling, and multiple expansion potential.

VS. (before very good earn)

Azek initiated with a Neutral at JPMorgan 05/05 AZEK JPMorgan analyst Michael Rehaut initiated coverage of Azek with a Neutral rating and $53 price target. The company is well positioned to maintain if not build upon its composite decking industry market share via product diversification and end market expansion, which should drive "strong" double-digit sales growth over at least the next two years, Rehaut tells investors in a research note. However, the stock's valuation looks "relatively full," says the analyst. Show Related Items >>
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I think we said $41.75.
You know our deck has a few crappy boards too. I thought about what you said regarding your dilemma on when to replace the ones you have that are bad. It would look stupid if you had a scattering of plastic boards on a wood deck. Ya gotta do the whole thing or you'll look like a friggin hick. I might actually price the whole thing in composite vs treated lumber. I'll be curious to see if composite has stayed level compared to wood or if they ran it up too.
 
Labor to do the work... didn't think of that one.

All right. Thanks for the color there. And just as a quick follow-up, on the pro side, have you heard from the channel any constraint on the growth coming from the ability of labors at your contractors specifically?

Jesse Singh--Chief Executive Officer

Yes. I think in general, the ability to get labor across the economy is something that obviously exists. And it's existed in our market before the pandemic, through the pandemic and as we exit the pandemic. And so I think certainly, there's a -- our contractor base, our dealer base, they are focused on meeting demand.

But certainly they, like many of -- many other industries, are working their way through available labor and the ability to continue to meet demand. And as we look at that, what that potentially does is it extends -- it extends the season, it extends the curve, and it starts to naturally push out some of the demand that we're seeing in the future quarters.

Charles Perron--Goldman Sachs -- Analyst

All right. Thank you for the time.
 
vanzandt said:
I think we said $41.75.
You know our deck has a few crappy boards too. I thought about what you said regarding your dilemma on when to replace the ones you have that are bad. It would look stupid if you had a scattering of plastic boards on a wood deck. Ya gotta do the whole thing or you'll look like a friggin hick. I might actually price the whole thing in composite vs treated lumber. I'll be curious to see if composite has stayed level compared to wood or if they ran it up too.
More...

I'm going to do just that and keep you filled in. It's actually at this point of disrepair dangerous we have space under the deck and one board goes down so far it pitches you forward and you could go over thy\e side if you were quite drunk in the moonlight... & who isn't?
 
Lets just take any $42 print with AZEK.

Wage Inflation it's coming and the market will not like it.
McDonalds news on that front last week was buried but they are raising wages considerably & they have to. People would rather stay home and collect unemployment than flip burgers.
 
stonedinvestor said:
Wait a minute... Hold Up... These guys we did a long time ago they have a water machine....
that's it!!!

An installation in the UAE demonstrates the Skwyater 300 making over 56,000 liters from water vapor in the atmosphere in a 3 month period and averaging an 18% savings over trucked water. <--should be more savings no?

Still it is very cool to grab it out of the air!
More...

Ok mess up here- there are 2 Skywater tech's! One has capital " W " in water one is actually --
US Based Skywater Corp makes Semiconductors for Space Force Boosts Production with $170M DOD Funding//

That could be very interesting with all these UFO's<-----
SkyWater Technology, Inc. (SKYT)
NasdaqCM - NasdaqCM Real Time Price. Currency in USD

$19.62-0.05 (-0.25%)
As of 1:25PM EDT.

The other one is a save the world water drinking product which of course I gravitated to. The real money--> Space Force!
 
Follow my thinking here--

Italy just announced that they are opening up special flights you Pre board with a PCR test and when you land you also get spot checked.

Ok so first thought: pain in the ass.

Second thought that company that opened up all the testing sites at airports over 48 of them they MUST STAND TO BENEFIT!!! They Must!

STONEY SPECIAL THE KIND YOU LIKE VAN!!!

XpresSpa Group, Inc. (XSPA)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD

$1.1800-0.0200 (-1.67%)
As of 1:43PM EDT.
 
Webcast and Conference Call Scheduled for 4:30 PM ET

NEW YORK, May 10, 2021 (GLOBE NEWSWIRE) -- XpresSpa Group, Inc. (Nasdaq: XSPA) (“XpresSpa” or the “Company”), a health and wellness company, today announced that it will provide a business update and report first quarter 2021 financial results on Monday, May 17, 2021 after the market close and file SEC Form 10-Q for the quarter-ending March 31, 2021. The announcement will be followed by a webcast and conference call at 4:30 p.m.

 
Lets see if they can sell this big turn around from spa and massage to testing.-

By the end of 2019, the operator of airport spas had a market capitalization of only about $12 million. Its 10-K for that year contained a so-called"going concern" warning, driven by a steep working capital deficit and limited access to capital. Same-store sales in the business did grow in 2019, but Adjusted EBITDA loss widened and the company burned over $2 million in cash.

As it turned out, despite crushing declines in airport traffic, it may have been the pandemic that saved the company. XpresSpa Group in late March announced a plan to pivot to in-airport testing for Covid-19. By May, after the company announced a contract at New York City's Kennedy Airport, XSPA stock was soaring to become one of the biggest "pandemic winners" in the market. The company capitalized on those gains to raise much-needed capital via equity offerings.

But the pivot to testing hasn't been enough. Shares are down 84% from admittedly bubbly June highs. A pair of rallies this year, possibly with some help from Reddit, have faded.
 
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