Ideas For Now-

There is a lot of news flow on ARBUTIS (ABUS) after their earnings... Everything is locked now.

Bloomberg scroll on the TV had a interesting header Landlords say air conditioning breaks more in stay at home period. There will be a replacement cycle here... Still have not made a move in the one area that has been haunting me. CARR that went $24-$28 but it's not a convincing move. Who else?

AAON, Inc.(AAON): Headquartered in Tulsa, OK, this company is a manufacturer of air-conditioning and heating equipment and It has an expected earnings growth rate of 43.1% for 2020.

Comfort Systems USA, Inc.(FIX): The Houston, TX-based leading provider of mechanical services — including heating, ventilation, air conditioning, plumbing, piping and controls — has an expected earnings growth of 10.7% for 2020 and 11.5% for 2021.

Lennox International Inc.(LII): Headquartered in Richardson, TX, this company is a provider of climate control solutions on an international scale and it has a three-five year expected EPS growth rate of 20%.


Watsco, Inc.(WSO): Headquartered in Miami, FL, Watsco distributes air conditioning, heating, and refrigeration equipment; and related parts in the United States, Canada, Mexico and Puerto Rico. It has an expected earnings growth of 4.5% for 2020.

TT Train--/////

AAON reported yesterday--
$56.91
-2.85(-4.77%)<--------
  • Shareholder of AAON (AAON) Mikel Crews sold 36,035 shares of company stock at $57.99 per share for a total transaction value of $2,089,839


--FIX is pricey.
I like Lennox and Train who is Watsco?

Wow a $233 stock! huh. They crushed earn
Watsco reports Q2 EPS $2.26, consensus $1.88 07/23 WSO Reports Q2 revenue $1.36B, consensus $1.3B. AJ Nahmad, Watsco's President, commented: "We are encouraged by the accelerated adoption of our technology and the new innovations recently launched. More customers are using our tools as the backbone of their business, allowing them to operate safely and more efficiently as well as providing modern-day tools to interact with homeowners and other end-users. We are energized and committed to doing more to help our customers grow and thrive in this environment."

Watsco price target raised to $130 from $127 at JPMorgan » Ay caramba
 
This is a really is tough call but all things being equal I think I like Train. TT was not even in a Yahoo story I read about air conditioning stocks but they seem to be the only one that has a lot of upside.

TT is $115 and I don't have my notes with me Where were we tracking this....

 
In Buying Trane now. I used an old trick.
If any of you have someone watching over your shoulder saying maybe you are investing too much and the market itself starts looking shady and the effort to buy is harder and harder just before you give up try this.. Say You want to ' harvest a loss ' it's like cat nip to a cat! These money managers they snap to, they love harvesting losses against gains.. love it! You almost forget what a bad idea the first idea was...

Waiting for confirmation. (from Main)
 
Actual email I just sent--))) just to show you all how I do business. It's kind of like an Ali rope a dope. Or a drug addict getting a fix... I start the email thread about the harvesting of a loss loss and then ... here it comes look for it...

Ok great...Let me run one last idea by you. TJX they report still this month I think the 19th-
Oviously there is the huge down period but most stores have reopened and there
is this idea that the merch TJX gets will be superior to the past because of all the closings in retail
malls and such.. Lord and Taylor etc.
TJX has been 6 months or so at around $50 price perhaps a base for a significant move? _ B
re:Unprecedented opportunity for off-price still underappreciated, says Jefferies 07/17 TJX Jefferies analyst Janine Stichter noted that just released government data shows that while the inventory/sales ratio improved in May, it still remained "highly elevated" even after stores re-opened, which she sees presenting an "unprecedented opportunity" for off-price retailers such as TJX. Given the stalling store traffic rebound and states rolling back re-opening measures, she expects recent progress on inventory clearance to begin to moderate, noted Stichter, who thinks this opportunity for off-price is still underappreciated by the market. She keeps a Buy rating and $65 price target on TJX shares.
 
<<<<SPECIAL SAT EDITION: STONEDINVESTING LOOKS AT THE ENDGAME>>>>

Usually the break of Sat morn, means the beginning of a lot of chores. It could be gutters. It could be tree clipping, washing floors, cleaning kitchens, doing laundry, painting over and covering stains on the wall & ceiling, hunting for dead critters in the walls, starting and moving very old cars and then deciding you are too afraid to drive them. It could be anything... Raccoons in the garage, bear claw marks on the front door... But here we are in New York City.

And now I remember why City folk live in the city... it's just easier... No lugging of buckets from the stream to flush a toilet in a powerless house you just push the handle and it flushes away!! Turn on a switch and the light goes on and if you want food you just order from Caviar and wait two Mf9ng hours for a burger. It's great!

This minute or two without drama will allow us to take a breath look at what we have accomplished here and ask ourselves What is The endgame?

Anytime you feel conflicted about investing something large is about to happen. If there is no confidence of further price only upside then one starts to double think. When indicators flash yellow but not red it is a Pause... But it is also a time to be careful. Often large unexpected announcements come and there is a feeling in the air of something large perhaps a breakthrough against the virus.

What kind of breakthrough? Maybe it's a rolling average down herd-infected kind of announcement I think many many more people have had this virus than we know including myself! Ironically when all of my drama with the Land Trust started when I caught a guy standing on my property it was last Christmas time when I was on break. My son had brought home from school a coughing flue, he tends to stave off colds until just before vacations... we didn't think that much about it then my wife caught it and complained... And Then I GOT IT MUCH WORSE (being the older male) and NO ONE IN MY FAMILY BELIEVED ME! I woke up in the middle of the night in coughing spasms and really scarily trying to catch my breath my wife slept away and then the next morning sort of said get over it it will be gone in a few days.

I did shake it (very hot baths) and now in retrospect we have never really had one virus sweep through the entire family like that. And it was dry cough... I think we had the virus when the damn dude showed up with his clipboard and starting making comments about my stone grotto.

The Tell
Stock-market expert sees a ‘monstrous’ rally taking hold next week, if one recent trend holds


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The best start to an August for the U.S. stock market in years might get even better, as soon as next week, if the forecast from Thomas Lee, founder of Fundstrat Global Advisors, is accurate.

Lee makes the argument that the stock market’s underloved sectors are on the verge of a breakout that could come as his research team sees COVID-19 cases peaking, setting the stage for what he describes as a almost textbook rebound for parts of the stock market that had been pummeled so utterly near the start of 2020.

Fundstrat says coronavirus cases, which have topped 19 million globally and are 4.9 million in the U.S., as of Friday, are declining on a seven-day rolling basis to a decrease of 15,492 (see attached chart):

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Based on research from the Fundstrat team, the stock market will start to drive higher on Aug. 14, with the possibility of a 30% rally in store for equity markets over the course of the ensuing two weeks.//////

Woa Mr Lee... easy does it. I think a week of declining virus #'s is a tight time frame to make a case that a huge stock run can result from it-- based on prior periods in which they have determined that the national rise in COVID-19 cases have peaked, 20 days later, the market has staged a brisk run-up./////

Hold up since we are at a high in cases those prior " peaks " were not peaks right? They were fake outs...

When cases peaked in late April, it took 20 days before the epicenter stocks started their massive 3,000bp [or 30%] outperformance rally (over 10 days). If cases peaked July 24th (which looks definitive), the 20th day is August 14th,” Fundstrat wrote.

“So if history is an analog, next week is the week we could see a monstrous rally in epicenter stocks.”



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Lee defines “epicenter” stocks as those worst hit from the social-distancing protocols put in place to mitigate the spread of the disease derived from the novel strain of coronavirus. These include a host of companies, including airlines, apparel retail, hotels and household appliances.

Fundstrat says this epicenter group makes up about 25% of the overall market in terms of market capitalization, compared with the roughly 75% of market value of the megacap tech-related companies...

Many have made the call that a rotation out of tech and into other areas of the market, such as industrials, consumer discretionary, financials, and energy, would soon take place. However getting the timing right has been the challenge.

That said, some signs that such a rotation may be at hand were present in Friday’s trade with the small-capitalization Russell 2000 index RUT, +1.59%, a group of stocks more sensitive to the vagaries of the economy, rising 0.8% on Friday, boasting a weekly gain of more than 5%.

Meanwhile, the Dow Jones Transportation Average DJT, +2.37% — which tracks the performance of 20 large U.S. airlines, truckers, railroads and shipper–was also up more than 5% for the week.

The Industrial Select Sector SPDR ETF XLI, +1.70% was up 4.3% for the week and the energy sector XLE, +0.13% equivalent was 2.5% higher on the week. The technology-laden Nasdaq Composite, meanwhile, was up a more pedestrian 2% on the week.

>>>> So Elite Investors we have finally come to that cross in the road.<<<<

Tech stocks cannot continue to go up.
Ironically any true achievement in the vaccine and vaccine distributions to everyone means these stay at home tech stocks fall hard. They don't go up on a cure! The go down. The rest of the market goes up.

I have been buying stocks like Trane (TT) and Fortive (FTV) for a reason... I have felt this rotation for a while about a month...

To Be Continued...
 
Looking at the image of the different "V" bottoms it suddenly hit me-- What kind of rebound this will be. I've been searching for the right letter or sign The Nike Swoosh was kind of my first instinct & then the square root idea..

BUT THINK DIVINING RODS!!! You hold them in your hand and then they cross... one entire group goes one way and one entire group goes the other... IT IS A DIVINING ROD MARKET-!

This video is very scary because the dude is not unlike me and the dude has a water problem at his house ANd I have been thinking the same damn thing what if I'm dumping water into this field somehow directly through a leak underground somewhere I personally have no idea where any of the pipes are...

 
Part 2: Have We Found Water?

<<<NEW Look Of ET Ideas For Now Portfolio...>>> UPDATED!

I've gone through some effort to create a Portfolio For Now. We already created a ton of cash for you all with the sells prior and we more or less stand pat now with TEN NAMES...XXX NOW 12 names<-----

Ideas For Now) ) ) FINAL LOOK******* We are going To Track These starting now.....

1: Leidos- LDOS- Gov. spending play. $93

2: Eldorado Resorts- ERI- Casino merger synergies with Ceasars-$38

3: GAN-Sports Gambling- Lets gamble! Connected to Fanduel & many casinos.-$20

4: Sinclair Broadcasting (SBGI)- Baseball is back- and here comes the election-$20

5: FTV- Fortive- has division that reads people's temps.-$72

6. Terradyne-TER- Electronic testing /Robot arms to replace people.-$87

7. Athersys- ATHX-Stem cells to cure Covid-$2.62

8. Limelight Net (LLNW) content provider for streaming-$6

9. Hologic (HOLX)-- Covid Testing play Panther system-$68.00

10. Floor and Decor (FND)--$68 Deck and flooring renovations.

11. Fluidigm (FLDM)--$7.60 Covid related testing

12: Mr Cooper (COOP)-$18.00 Finance/ mortgage refi's
 
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