Ideas For Now-

I think the problem is some stocks attract the young mind and making wood decks out of fake wood is good for the environment. Now the composite cannot cause cancer, this is the problem Lumber Liquidators ran into. Azek sounds like they have very good management.

Homes are being bought and sold and most have decks and most decks are falling apart. They have done studies on this and they are absolutely correct. Not only are my two decks not in good shape every deck I saw this summer was falling apart. - There is a need for decking now.

The Robin Hood investor sees home sales up and sees a company trying to fix up homes a company that appears very green-minded in their recycling and reusing decking material. The Azek name is now much more known in the box box stores and their path to profit is quite clear here for a 2 year run. That is why Azek must be in The Ideas For Now Portfolio.

Now What Of Lemonade? I Totally get it! This company is great. I wish they had explained it all to me in the beginning instead of just saying here's another IPO with a stupid one word name.

When they started this company they must of thought of calling it Lemon. That's cute too but they smartly went with the byproduct of Lemon lemonade the greatest drink on earth. What do you do with lemons? You make Lemonade... This insurance company has made something out of something else. Sort of. Everything they do is exactly right. I hate insurance companies they are all a bunch of thieves they take all of your money and then I'm sure drag their heals in any response. i wouldn't know I cut up every fallen tree myself and fix everything in my house I could of probably called insurance I'm just not like that. Plus I don't want any premium hikes.

Insurance steals flat out and nobody is worse than these damn Heath Insurers they are criminals each and every one of them!!! Lemonade really gets it. They take that 25% or so of every premium and they pocket it. The rest is saved for actual payouts-- Imagine that. Other Co's try and capture 70 - 80% of the premium they are lizards. By selling more faster & better, Lemonade can be the good guys in an evil industry.

The more I read the more I like. .>In a pullback I am looking to add:

Lemonade--

Azek--

Shift4Pyments--
 
Now lest talk about the implications of Cramer reading our thread.

1- It's probably a pee-on production assistant MBA type kid who gathers his ideas.... Jim is may be quite numb by now... So it's this kid who reads our thread who then prepares the ideas for the show.

2- If they start front running all my ideas I will have to buy them quicker. I usually like to watch a stock about 2 weeks before buying, this may no longer be possible.

I have already heard from a Robin Hood exec that they are well aware of this thread and how could they not be at this point! I mean you go to the #1 Trade info site on the Net Elite Trader and you look under Stocks and what do you see? A lot of 7 response threads and then this one--
It's an " explosive orgasm of stock " (tm GB Advisors)

They have computers and those computers are able to gather everyone's morning notes and they know we have given out the number 1, the number 2 a few times and the number 3 top gainers of all stocks-- and our day trading numbers are impressive as heck. We have created a portfolio that has beaten the market by a factor of more than 2X. " Our Alpha makes your dancing monkey look beta "... (tm GB Advisors)
 
Talk about heroes. Look at these cats trying to cut their way into this crap ass house I would of let burn to the ground. Man.

Reason #1 Van-- Jealous neighbors/.... Think when this pandemic ends...
You, Your wife, Anastassia and Lieke all linking arms and singing together on your Azek Deck... Neighbors jealous much!!!
 
NYC just closed indoor dining. This trend has to be somewhat bad for Shift4--
However they have aps that read the Q code and you can order and pay from your phone and other neat ways to avoid contact, so it hasn't sunk them...
 
Van in all honesty I joke about the Long jumpers but what amazing athletes. I never got into track and field but these girls have combined high glamor with jumping out of stadiums. They seem to exist in their own competitive world where sex appeal matters. as it should. And so does jumping out of stadiums. Look at this clip of the great Anastassia-- right at the 40- 44 second mark-- look how far she flies in the air! My heart she takes with her.....

 
Forgot MIME--

Mime is also on the list.... My history with Mime--- I have liked these guys for a long time.
Initially I got he idea from some smarty pants grad students at a business School which was Ivy... they all present their investment ideas to some panel and I read through these ideas and one group had chosen Mimecast. And it read really well at the time.

Anyway flash forward and I watch these guys flirt with $50 a lot before retreating.. they are just missing... However there is something good there you can tell- a stability.. it doesn't crash and burn in down trends and they don't get hacked -their business is strong at MIME.

They have a annoying quirky way of communicating. Always have. I don't like it. If Lemonade is all millennial play, these guys are that X Gen type... Actually, the one in between X Gen and millennial was it Y Gen<- It's them in a nutshell... QUIRKY! I can't stand that I am Original Old School X Gen- The very first one- that's what I feel like folks although my wife and I have this huge fight about this. She claims she is original X Gen-. 1965 I claim I am 1964. She calls me a Boomer!!! Despite the fact that I have fought authority my whole life and am an outsider a rebel an outcast a hermit and a stoner.... NOT A BOOMER! I hated Reagan I helped free Mandela, I talk back, resist authority and don't play well with others!!! That's X Gen!!! And I fret a lot!

 
Isn't that incredible they never even explain what they do...
But you kind of get it.

This one is in German but it's a masterpiece... Very Domo like...


1 minute into this one finally you see what Mimecast does but give them credit they have set the stage... These are the guys closest to the consumer it's you and me and our email and all these frauds....

 
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