Ideas For Now-

The company is highly concentrated in residential HVAC, with almost twice the exposure compared to commercial. North American sales account for 75% of total. Seventy-five percent of revenue is derived from replacement as opposed to new construction. Given the recent shift to working at home, we view this residential concentration as an advantage for Lennox going forward, as new commercial projects may be more significantly impacted. .....

Lennox price target lowered to $130 from $160 at JPMorgan 04/22 LII JPMorgan analyst Stephen Tusa lowered the firm's price target on Lennox International to $130 from $160 and keeps an Underweight rating on the shares. The analyst is more negative on the shares coming away from the Q1 results. Fundamentals as per core operating performance had been deteriorating since the 2018 tornado, and this is now accelerating with the onset of the coming recession, Tusa tells investors in a research note. The analyst sees downside to 2020 estimates even with Lennox's "ample temporary cost saves."
Yikes the stock is at $216! I started following at $204.

LII vs TT<--------- Hepa Hepa Hepa

Trane upgraded to Buy from Neutral at BofA
TT
BofA analyst Andrew Obin upgraded Trane to Buy from Neutral with a $100 price target. The analyst notes that the company's end markets appear to be holding up well and its business model is seen as more resilient that previously anticipated while its pricing weakness should be "transitory". On a relative basis, Trane has a reinvigorated product mix, stronger service model, more extensive distribution, and leading remote monitoring offerings, the analyst tells investors in a research note.-$91 now....
 
3 Hepa Plays ) ) )

Trane
I think that Trane Technologies is the best stock for this theme because its sales are most tilted towards the commercial HVAC market
Lennox (LII) is the mirror image of Trane, regarding residential versus commercial sales focus, while Carrier only gets 51% of its sales from its HVAC segment to begin with.

Carrier does still exist. Looks like they came back to the market 3/20... @$12.75
$20.43 now... owch... How did we miss that one...
 
stonedinvestor said:
Nice post.



Carrier does still exist. Looks like they came back to the market 3/20... @$12.75
$20.43 now... owch... How did we miss that one...
More...

Stoney...
Did you even read my post?!
I covered this. Carrier.
vanzandt said:
Carrier is still around. They were owned by United Technologies, and as a matter of fact, they just completed their spin-off last month after the Raytheon/UTC hookup. NYSE $CARR

)
More...

But whatever... you're Stoney so its cool and the gang.

Now.... Playing these HVAC OEM's.... uh-uh. Sorry my brutha... that's not the hepa play. I don't know what is (yet).... but playing Lennox or Trane to move on hepa filters is like playing GM to move on leather seats. They're dinosaurs.

Its ok though lol.... teamwork.... we'll work on it.
 
This is a dinosaur rally my friend. And of course I read what you said. I cannot believe you all let this thread fall to page 2 in just a few short days of protesting. Am I on the street? Kind of.
I freely admit being the type of person that enjoys sticking it to " the man " every fiber of my body is anti-authority and I have had problems my whole life containing my words and actions.

On of the highlights of my life was watching Tiananmen Square. That's my kind of protest... that's the absolutely epitome of proper protest against the state. I always side with the people.

Looting however is for natural disasters only and only for goods needed to survive. Give me a good hurricane and a few days without power and I'm going to walk into a destroyed building and help myself to what i can get to survive. Taking sneakers though and using peaceful protestors as cover to steal fancy t shirts and jewelry that's just wrong.

I speak as a retail store owner back in the day, for over ten years on a block that got looted and as a current holder of a lease on 57th street of a storefront. I entirely rely on that store for my ability to not work regularly. Is that white privilege? I mean my grandfather had the ability to secure a 99 year lease in Manhattan he probably got it in the 1960's... he was white. He made money in the stock market. He Guessed right. Were African Americans allowed to guess right back then? Not enough of them that's for sure.

What I don't get... is for as long as I have been on this earth it seems most folks I know have been trying to be Black. I played football and basketball everyone wanted to be Black. I was A DJ and a night life reveler, everyone in that crowd wanted to be Black. I worked with music videos and art, drag queens and models; I actually worked for years at Andy Warhol studios when Keith Herring and Basquiat were doing their thing... Again street culture, everyone wanted to be Black. Rap... where do I start, I was there from Day 1... all in the eighties this was the new thing.... You could drift from Cyprus Hill and Run DMC on the East Coast and Biggy and get into Free Style Fellowship and De La Soul on the West...Music in general... Sports... My god the idolization of Black athletes in sports Reggie Jackson! The straw that stirred the drink.. when you looked at Reggie Jackson you didn't see a Black man you saw the straw that stirred the drink! Maybe that's the problem or maybe that's the answer. I'm not sure which.

So here we are. Pandemic, stock collapse... recovery and riots. Protest and disease These Are The Ideas For Now...~stoney
 
Sports betting to the rescue in California?
Jun. 2, 2020

The legalization of sports betting in California cleared an important hurdle when a proposal from state Senator Bill Dodd and Assemblymember Adam Gray made it through a key committee.

The clock is ticking for the bill with June 25 set as the last day for the California legislature to pass the sports betting bill and send it to the voters on the November 3 election ballot.

California is forecast to have the potential for a +$30B sports betting market through sports books placed at tribal casinos, horse racing tracks and satellite wagering facilities. "California could easily become one of the most productive sports-betting markets in the world," observes gaming analyst Chris Grove. Tax revenue from sports betting would also help the Golden State with its budget issues amid the pandemic and economic downturn. It could also give Nevada casino operators something to think about.

Related stocks of interest: DraftKings (NASDAQ:DKNG), William Hill (OTCPK:WIMHF), MGM Resorts (NYSE:MGM), Caesars Entertainment (NASDAQ:CZR), FanDuel (DUEL), Red Rock Resorts (NASDAQ:RRR), Boyd Gaming (NYSE:BYD), Wynn Resorts (NASDAQ:WYNN).

>>>>
 
Carrier aims to improve building safety amid pandemic
Jun. 3, 2020 7:56 AM ET|About: Carrier Global Corporation (CARR)

"COVID-19 has reinforced the important role that buildings play in ensuring and protecting public health," said Carrier (NYSE:CARR) CEO Dave Gitlin, as the company launched an expanded suite of advanced solutions.

Those will help deliver healthy, safe, efficient and productive indoor environments across key verticals including commercial buildings, healthcare, hospitality, education, retail and marine.

"New technologies like microscopic filtration systems and touchless building controls have gone from nice-to-have conveniences to must-have protections. The Carrier Healthy Buildings Program can help enable healthier and safer indoor environments as we get back to our new normal."

CARR = $17 break out NOW $21....

INSIDER BUYING! -
Carrier Global's Greisch acquires 35,000 common shares 05/19
CARR
In a regulatory filing, Carrier Global director John J. Greisch disclosed the purchase of 35,000 common shares of the company on May 18 at a price of $17.4376 per share.

Hummmmmm
 
W.P. Carey collects 96% of April rent, 95% of May's
Jun. 2, 2020
W.P. Carey (WPC +1.9%) collects 96% of April rent due.

By property type, net-lease self storage tenants (representing 5% of annual base rent) paid 100% of April rent due and fitness, theater, and restaurant tenants (2% of ABR) paid 10%.

Industrial property tenants (24% of ABR) paid 99% of April rent, while office tenants (23% of ABR) paid 98% and warehouse tenants (22% of ABR) paid 96%.

Collects 95% of May rent due with net-lease self storage tenants paying 100% and fitness, theater, and restaurant tenants paying 58%.

Industrial tenants paid 96% of their May rent due, office paid 97%, and warehouse paid 90%.
 
Criteo +6.6% as SocGen sees 35% more upside
May 29, 2020 1:58 PM ET|About: Criteo S.A. (CRTO)|By: Jason Aycock, SA News Editor

Criteo (NASDAQ:CRTO) is up 6.6% today after a reiterated Buy rating at Société Générale following a presentation by the company's investor relations at the virtual Nice conference.
Revenue is trending better in Q2 than expected, the firm notes, vs. an initial outlook and it had foreseen worse deterioration.

Travel/classified advertising is unsurprisingly down significantly, it notes, but retail has been more resilient.

SocGen has a $14 price target, implying 35% further upside from today's gains so far.

Stock Now Trades For-- $ 12 in pre market up another 7% This was a 13% move in a few days...

>>> This call looks like it's dead on//// When COVID struck this company warned it may miss they got downgraded bad--Criteo price target lowered to $13 from $25 <----

COULD THE STOCK NOW GO TO $25? Well at least $20<---

at SunTrust 05/05 CRTO SunTrust analyst Matthew Thornton lowered the firm's price target on Criteo to $13 from $25 but keeps a Buy rating on the shares. The analyst sees Q1 results as "solid" given the COVID-19 outbreak and the FX headwinds, while adjusting his model to 10-times expected free cash flows and for enterprise value at 0.2-times expected gross sales. Thornton still remains positive on Criteo's "very reasonable consensus and expected continued cash generation".

Yet today the company said Covid earnings damage limited... and not continuing...

NEW YORK, June 3, 2020 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the global technology company powering the world's marketers with trusted and impactful advertising, announced an interim update on its financial performance for the second quarter of 2020, as of May 29, 2020." -- Criteo S.A. (NASDAQ: CRTO), the global technology company powering the world's marketers with trusted and impactful advertising, announced an interim update on its financial performance for the second quarter of 2020, as of May 29, 2020.

April 29, 2020, the Company had assumed a continued decline of revenues through the month of May due to COVID-19. As of May 29, 2020, however, a continued decline of the Company's revenues for the month of May compared to April had not materialized as anticipated. <-----

Therefore, as of May 29, 2020, overall revenue trends have been better than were expected at the time of the Company's April 29, 2020 guidance for the second quarter 2020." In its Q2 2020 guidance provided onApril 29, 2020, the Company had assumed a continued decline of revenues through the month of May due to COVID-19. As ofMay 29, 2020, however, a continued decline of the Company's revenues for the month of May compared to April had not materialized as anticipated. Therefore, as ofMay 29, 2020, overall revenue trends have been better than were expected at the time of the Company'sApril 29, 2020guidance for the second quarter 2020.

May 29, 2020, the Company believes it is on track to achieve its cost savings targets as anticipated in the Company's April 29, 2020 guidance for the second quarter 2020." Additionally, as ofMay 29, 2020, the Company believes it is on track to achieve its cost savings targets as anticipated in the Company's April 29, 2020guidance for the second quarter 2020.

The Company is not otherwise providing an update with regard to its second quarter 2020 financial performance at this time. The Company plans to report its full second quarter 2020 results in late July 2020.....
 
Lets wrap up this mornings watch with William Hill Why are they only a $1.83 company? (WIMHF) These guys are huge in British horse racing and European soccer... But they have a lot of US connections and as Draftkings goes through the roof why has this betting stock not followed suit. Well they are more connected to the shut down of the soccer but it seems this is incorrectly priced.

The company, which recently struck an online deal with CBS Sports, but wait this company also costs (WMH.L) $ 143.00? What gives... Oh and this company also trades for $7!!! (WIMHY...)

1 Company 3 different prices. Looking at the volume the one that gets it that's the expensive one... Strange...
 
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