Ideas For Now-

+Leidos awarded maximum $401M DIA prime contract 06/03 LDOS Leidos has been awarded a new prime contract to provide information technology operations and maintenance support services to the Defense Intelligence Agency, or DIA.
+Leidos (LDOS) announced… Leidos awarded ESA V order by DOJ 05/26 LDOS Leidos was awarded the Enterprise Standard Architecture V, or ESA V, task order to provide managed IT services for the Bureau of Alcohol, Tobacco, Firearms and Explosives, or ATF, within the Department of Justice, or DOJ. The single award hybrid task order has one ten-month and two one-year base periods of performance followed by six one-year option periods. It includes a ceiling value not to exceed $850M.
+ Leidos awarded Army contract with $53M ceiling 05/21 LDOS Leidos has been awarded a new prime contract by the General Services Administration. The contract directs Leidos to develop and refresh software as well as upgrade capabilities for the Army's Unmanned Aircraft System Ground Control Station.
 
Oh have you heard about The Bronco 2?

Leidos, Paramount USA and Vertex Aerospace partner for Bronco II contract 05/04 LDOS Leidos announced a teaming agreement with Paramount Group USA and Vertex Aerospace to pursue a new contract to deliver the Bronco II, a new purpose-built, multi-mission aircraft. The aircraft will support the U.S. Special Operations Command's Armed Overwatch program. This strategic relationship has with Leidos as the prime contractor and Paramount and Vertex as primary teammates. The Bronco II is a multi-mission aircraft that will be manufactured in Crestview, Fla.

Ok I'm not sure and don't abduct me if I'm wrong but I'm pretty sure the " armed Overwatch " program is some serious UFO stuff! Let The Space wars Begin!
 
stonedinvestor said:
Oh have you heard about The Bronco 2?

Leidos, Paramount USA and Vertex Aerospace partner for Bronco II contract 05/04 LDOS Leidos announced a teaming agreement with Paramount Group USA and Vertex Aerospace to pursue a new contract to deliver the Bronco II, a new purpose-built, multi-mission aircraft. The aircraft will support the U.S. Special Operations Command's Armed Overwatch program. This strategic relationship has with Leidos as the prime contractor and Paramount and Vertex as primary teammates. The Bronco II is a multi-mission aircraft that will be manufactured in Crestview, Fla.

Ok I'm not sure and don't abduct me if I'm wrong but I'm pretty sure the " armed Overwatch " program is some serious UFO stuff! Let The Space wars Begin!
More...
Crestview Fl. Yeah that's ufo territory. Eglin nearby. Gulf Breeze (pcola) had a bunch back in the 80's.

About Taser--- AAXN. Well, there's two ways to look at it. Tasers bad, cop cams good. And even at that, tazing beats getting shot. Either way, I don't know what their market penetration is at this point, but I gotta think every decent sized PD, Sheriffs, Staties... all of em.... they're all gonna be required to have these things. And turn them on.

Leidos sounds good. Its like L3. Harris. Government $'s. Not sure how their funding will go if Biden wins and the Dems take both Houses. Might be an issue. (?) Hard to justify going to the Moon when our cities are crumbling.

Start thinking about election plays. No matter who wins. Where's VMC at these days? $111.
Buy em Stoney. Wait for $105. They're gonna have a great year. They loooooove cheap gas and diesel. It's their life-blood with all that giant machinery.
 
Hard to justify going to the Moon when our cities are crumbling.

What about mining for rare earths? Shhhhhhh.-

The Mars Landing is a GO. This will be an attempt by whoever is president to get Americans back to looking up in space. What if... What if they find remnants of a long lost culture on Mars?
What if there is something weird up there? Will they tell us?

Has the partial release of some unknown drone UFO's footage been a way to get us ready for a larger reveal? I believe those are drones not piloted by an alien... I believe they are watching from afar and most likely noticed the huge drop off in world activities. Just like they came when we were testing the atom bomb and using it... They most likely are coming again when they noticed the lack of motorization, airplane flights etc. on earth. How long will it take them to get here? That's the real question.

Science would say quite a long time, maybe ten years... It better be worth the trip.. or are there time holes in space, warps that become eyes and portals and allows time jumps... When Trump announced the forming of a Space Force I wanted to laugh out loud. There probably is something greater behind this... mining is a strong possibility but there may be something more an inter agency squabble about how to handle maters from here. The Navy actually has a lot to say about this matter which is strange you would think the air force... Navy vs Air force probably led to Space Force but who is in charge?
 
I like the VMC call because I believe we must get a infrastructure bill to save this market.

+ I am having a spat with my MM over growth vs cyclical. I am in the cyclical camp. Still.

VMC will benefit greatly in a infrastructure rebuild scenario for America and the stock has room to run....
 
Ha ha ha. Dan Abrams is on the TV now crying about his show being canceled... LIVE PD is no more! What a dolt this cat is, how bout he tells the truth that half the stuff they show is taped not Live. How bout he tells the truth about not portraying cops correctly. About ruining teenagers lives over nothing...Not stepping up when it counts. About not showing a murder when it did happen. Where's the cute cop in the sweater and his apparently Black friend?- Where are they now? Canceled!

This is what happens when you lie. When you say your Live and you are not.

Now comes the war over the statues!

Van you are right my wife tells me not only WAS I bitten by a tick last year but IN THE EXACT SAME PLACE! What! How can one forget being bitten there I had a Freudian Forget there it's too painful to remember. I need to stop cuddling with my dog. It's his fault.

I believe Iron mtn IRM-goes ex div tomorrow... we may have to make a move......
 
JUST SOLD SE FROM THE NOW PORTFOLIO @ $93.00. I'm sorry folks.... Another Huge winner.

We must remember this name in a month from now when we can buy it again. Folks I have had quite a morning and of course there is lots to talk about. Robin Hood? The former Barstool sports owner doing daytrading with a bunch of minions who are using their Gov money to day trade! You can't make this up-- freakin' people using their government checks to buy stocks. I guess they decided they didn't need eggs after all.

I was awoken by my wife screaming there is water running through the downstairs ceiling. I went to my sons bathroom and it was full of water. Water was flowing out of his toilet like the fountain of youth-- it was a constant flow that must of went on for six or more hours. My son is 16 and at that age when he can sleep through a gun battle. Apparently he caught a large flying bug and he's a bit squeemish about bugs and he took a paper towel (I'm going to say 2 or 3 sheets) and flushed the bug and clogged the toilet, he gave it a couple plunges and satisfied went to sleep... The water never went down it went up. So now I have eight or so towels wet with dank water and a destroyed ceiling downstairs will it cave in today or can I save it...

and then I have to make decisions on stocks... it's not fair. This market has so many troubling angles. I'm, off to the cannoli food truck, I'm such a mess I'll eat my way out of this with my few remaining teeth... I still need to get a cap re attached but I'm so scared of the virus in a dentists office and so are they.

Speaking of which I did an amazing deep dive of research the other day... It's a long story but I found a small Canadian company that's not even listed on any exchange but that makes the air cleaner that my wife's dentist is getting. And apparently it's the big en vogue small version if one of these... If I was a sexy man I would direct invest with this company now. It's like a Shark Tank set up two guys... anyway more on all of that later but I feel a similar way about a division of Fortive and you will see we have Fortive in the portfolio...FTV- they have a company within their corporate structure called Fluke... More on this later....~si
 
2020 ET Ideas For Now Portfolio

1: Sea Limited $78 purchase - $ 88 Up $10 already!!!!<-- Now Sold @$93
$15 per share gain.

These next 2 are the ' barbels of the portfolio )


2: WPC $63 Purchase >6% yield.

3: Sanofi $44 purchase> 3.7% yield

These next 2 were bought recently & just before the big sell off unfortunately...

4: Aeorjet Rocket AJRD >$46 purchase YOU ARE DOWN-!

5: FTV. Fortive- >$62 YOU ARE DOWN-! I bought way to high.-!

OUR 2 mini Bios BCRX & LJPC.

So now we get to an interesting point in portfolio creating... We need to see Aeeorjet & Fortive pay off or we will lose confidence. We need Aero back at $47 and Fortive back above $70 and quick! For now we blame the market. It's not me day trading in a green robin hood outfit. But after selling all of my good ideas, more sells in a faster time than ever before here on ET... now I'm left thinking what if every new purchase goes down because the market is over valued?

Now Things Get Tricky
 
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