Ideas For Now-

[stonedinvestor]

Also from last week KMDA-- Israel Biotech...

We want to keep track of this name to see if it extends. - I have to go back through my notes but I believe we have a PT of $11 and a stock that is $9.

 

[vanzandt]

Lumber futures have jumped 12.5% in the last 5 days.
The economy is moving.
Your portfolio needs a home-builder in it.
$DHI up here at $57-$58 is probably a good one.
Talk about a "V" shaped recovery. Look at that chart.

Lumber is up 75% since this post Stoney.
$412 to $730

DR Horton is $71 now.
__________________________

$RMBL... lol, good find Stoney, good DD as a short candidate. One Mercedes huh? Maybe Gen-Z's don't like the things. Honda's baby. That's what they love.

This is the type of stock you never short though Stoney. There's only 1.8MM shares in the float. It's way to ripe for the whales to game. A retail player short trap just waiting to be sprung. Its a good find though. Let that short interest creep up and we'll take it long.

Now Carvana... they do have some competition. Check out Vroom. $VRM. I bet they have a few Mercedes. No vending machines though.

KMX is a perennial player, old school by comparison. You can bet they HATE Carvana. They have a strong finance arm though, it makes good money. I think CVNA is doing this now too. Bad loans is a key metric to watch for there. Its actually worth monitoring for the market as a whole, ie some macro data can be divined from KMX's quarterlies.

They all screw people over when they buy their cars, but Millenials and Gen-Z's don't like to deal with people face to face so it makes it easy for them to dump a used car. CVNA is averaging $3K/unit now in profit. That's pretty damn good if you factor in reconditioning and transpo costs. So you know they are f'ing people on the acquisition end.

Its a good sector to watch, easy to understand really. I like that. I've been in and out of KMX about 100 times over the last 20 years. CVNA a few times too.

 

[stonedinvestor]

WARNING I FALL FOR BIOS...

Ok I really really like the story of KMDA. I will profile them completely at a later point but they have other irons in the fire, they have cash they are in a sweet position and they have this plasma covid therapy. they are also coming to America. They are applying to the FDA at end of year.

This stock has a years worth of positive news in it...

Not a lot of coverage which is a bummer but lets look at the price action->... Last Thurs was a $9.00 close. Then a Fri $10.68 open on news of the good results apparently and then an approx $10.00 close.

Normally I would not like to see that. Those that bought in the morning might be down... but lets look at the volume 4.2 mil vs 284K average... That's a lot of volume.

Since the stock did arc above $11 I am wiling to see this in more of a pennant formation with further upside. Of course the market itself will play a roll and I don't have a feeling if Bio is favored now or not I would think we are moving more towards cyclical names..So the timing here is in question.

KMDA-

BOXL-

These are my two best ideas I think. And they are both from last week.

 

[stonedinvestor]

Bad loans is a key metric to watch for there. Its actually worth monitoring for the market as a whole<--

Yes! ALLY. That is a way to follow the bad loans news and that stock doesn't look to bad. This may be a sector worth investing in. Of course a s*it ton of Hertz rentals are going to flood the market and those cars are beat up...

KMX is just new cars or do they do " gently used " and or Lease the new ones as well...Or just sales?

 

[stonedinvestor]

ALLY is more than just cars they do mortgages to but in this environment that might be good!

Description
Ally Financial Inc., a bank holding company, provides various digital financial products and services to consumer, commercial, and corporate customers primarily in the United States and Canada. It operates through Automotive Finance Operations, Insurance Operations, Mortgage Finance Operations, and Corporate Finance Operations segments. The Automotive Finance Operations segment offers automotive financing services, including providing retail installment sales contracts, loans and operating leases, term loans to dealers, financing dealer floorplans, other lines of credit to dealers, warehouse lines to automotive retailers, and fleet financing. It also provides financing services to companies and municipalities for the purchase or lease of vehicles, and vehicle-remarketing services. The Insurance Operations segment offers consumer finance protection and insurance products through the automotive dealer channel, and commercial insurance products directly to dealers. The Mortgage Finance Operations segment manages held-for-investment consumer mortgage loan portfolio that includes bulk purchases of jumbo and low-to-moderate income mortgage loans originated by third parties, as well as direct-to-consumer mortgage offerings. The Corporate Finance Operations segment provides senior secured leveraged cash flow and asset-based loans to middle market companies; leveraged loans; and commercial real estate product. It primarily focuses on businesses owned by private equity sponsors with loans used for leveraged buyouts, mergers and acquisitions, debt refinancing, restructurings, and working capital. The company, through its subsidiary, Ally Bank,

 

[vanzandt]

WARNING I FALL FOR BIOS...

Ok I really really like the story of KMDA. I will profile them completely at a later point but they have other irons in the fire, they have cash they are in a sweet position and they have this plasma covid therapy. they are also coming to America. They are applying to the FDA at end of year.

This stock has a years worth of positive news in it...

Not a lot of coverage which is a bummer but lets look at the price action->... Last Thurs was a $9.00 close. Then a Fri $10.68 open on news of the good results apparently and then an approx $10.00 close.

Normally I would not like to see that. Those that bought in the morning might be down... but lets look at the volume 4.2 mil vs 284K average... That's a lot of volume.

Since the stock did arc above $11 I am wiling to see this in more of a pennant formation with further upside. Of course the market itself will play a roll and I don't have a feeling if Bio is favored now or not I would think we are moving more towards cyclical names..So the timing here is in question.

KMDA-

BOXL-

These are my two best ideas I think. And they are both from last week.

GrowGen up another 8% on high volume today.
$14.50

 

[vanzandt]

Soon as this hits CNBC's radar... we'll have us a baby-kodak.
Ya'll just watch...

Oooops. There ya go. Cramer just brought it up right before he left for the day.
God love him. He called it "the Tractor Supply of weed".

$15.56 and already 3X the average daily volume 1 hour into the day.

I told ya you should have let it ride Stoney....!

 

[CET]

KMX is only used cars. They buy from the public and sell them on their lots.

In a year the PE ratio has gone from 15.6 to 41.6, and the PEG has gone from 1.44 to 4.18.

 

[stonedinvestor]

Robin Hood is punishing stoney. Apparently in some angry moment i said something bad about Mr Barstool guy. I don't even remember. All I said is they were going with Penn and Penn might be a good investment... and then I did say something snarky i can't even remember --that was when he was bashing Buffett and acting the fool...and now apparently this guy reads this column daily from what i hear and he decided to put a hurt on stoney because he knows I sold out and missed the top gainer on the NASDAQ. I'm so stupid...Agreed. I could of used this board differently and created a gain for myself!!! All I had to so is lie... Honest Abe bites the big one!

Yes this is runining my summer my day, my everything... it hurts.
GrowthGeneration soars to new high as post-earnings interest stays elevated
Aug. 17, 2020 11:19 AM ET|
GrowthGeneration Corp. (NASDAQ:GRWG) is up another 18.96% today as the specialty hydroponic and organic gardening stores retailer stays a buzz stock.

Interest in GRWG on the Robinhood platform skyrocketed last week following the company's Q2 earnings report.

Earnings call snippet from GrowthGeneration: "We continue to see strong demand for our products that include LED lights, nutrients, additives, soils and other products that outfit and feed grower’s gardens. Our newly launched private-label Sunleaves nutrients and additives line of product is now generating over $100,000 a month in sales."

 

[vanzandt]

Robin Hood is punishing stoney. Apparently in some angry moment i said something bad about Mr Barstool guy. I don't even remember. All I said is they were going with Penn and Penn might be a good investment... and then I did say something snarky i can't even remember --that was when he was bashing Buffett and acting the fool...and now apparently this guy reads this column daily from what i hear and he decided to put a hurt on stoney because he knows I sold out and missed the top gainer on the NASDAQ. I'm so stupid...Agreed. I could of used this board differently and created a gain for myself!!! All I had to so is lie... Honest Abe bites the big one!

Yes this is runining my summer my day, my everything... it hurts.
GrowthGeneration soars to new high as post-earnings interest stays elevated
Aug. 17, 2020 11:19 AM ET|
GrowthGeneration Corp. (NASDAQ:GRWG) is up another 18.96% today as the specialty hydroponic and organic gardening stores retailer stays a buzz stock.

Interest in GRWG on the Robinhood platform skyrocketed last week following the company's Q2 earnings report.

Earnings call snippet from GrowthGeneration: "We continue to see strong demand for our products that include LED lights, nutrients, additives, soils and other products that outfit and feed grower’s gardens. Our newly launched private-label Sunleaves nutrients and additives line of product is now generating over $100,000 a month in sales."

I love patting myself on the back. You found it though! I just did the grunt work.

From when you and I were the only ones that had heard of it. Note the last paragraph:

Back to GrowGeneration.... here's the thing Stoney and this is why I love it so much...

They are growing by buying existing mom and pop shops that already have established location(s), going in and remodeling them with their cool, geared to make customers spend money look... and stocking them through their supply chain eco-system, leveraging their economies of scale on products these folks need.

Even in states where its only legal for medical, every decent size town has one or two mom and pop shops that sell all the gear to grow this stuff. Bigger cities have even more. Its a huge opportunity.

That's why they did the secondary. They are going to use that money to continue to buy up more established mom and pops... and also open new stores where the market warrants. That money generated from the secondary will go right into near instant accruals to the top line. That's why it went over so well, despite the dilution. We just need to keep an eye on the increase in SG&A. That needs to reflect a minimal increase for the added revenue.

These are highly profitable shops, albeit boutique in a way. It doesn't matter. Lots of boutique operations across different consumer sectors have been scaled nationally and fortunes were made. The folks running this show are pro's. Eddie L. is not a billionaire for no reason. And Bob Nardelli knows a little bit about how to run a railroad. This management pedigree is the #1 reason I like it.

It may take a bit, but check back in two years.... this one is going up bigtime. And if the Robinhoods pick up on it with their Tic-Tocs or Snaps or whatever they use to pump their penny stocks... you'll get huge intra-day spikes too. Those always pull-back, but for our portfolio here... buy and hold this thing. If it drops into the $4's... mortgage the house up there Stoney.