Great Gummy of the Day call stoney.GUMMIES OF THE DAY-
SKLZ approx $22.00
Up 9% off friday's close.
Up a $1.68 from the bell at $22.
Great Gummy of the Day call stoney.GUMMIES OF THE DAY-
SKLZ approx $22.00
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. .
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...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 AND I VAN WE ARE THE ALPHA TWINS-
I have a feeling UTZ is gonna be a dog like SJM.Van Utz bought Hot Crunchy Kurls....