Ideas For Now-

Well maybe I wish I had read that bit of info first... But I HAVE ADDED SINCLAIR BROADCASTING TO THE IDEAS FOR NOW PORTFOLIO--

I mean Baseball starts tomorrow. And then Politics takes over in Oct. This seems like a one two punch of good news and revenue... I love buying after a downgrade it's as if I know more...

SBGI just purchased. @ $19.10

I know they " lean way right " but a local station like 5 here in NYC is a FOX station but they play it straight. Have some good anchors. Fox news channel is different. That's the way I see it and justify this.
 
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Gonna wait on DKNG. But I do think this is going to race to $50 soon. It's just I don't wear green tights and I don't know how much they may try and push Penn because of the Barstool connection/ start up Q3.
 
Two interesting stories today. One on pricing of an eventual vax.
In a U.S. House Energy and Commerce Oversight and Investigations Subcommittee hearing yesterday conducted by remote video, representatives of COVID-19 vaccine developers disclosed a range of planned approaches to pricing.

AstraZeneca (NYSE:AZN) and Johnson & Johnson (NYSE:JNJ) indicated that they would price their offerings, if approved, at the cost of production, at least until the pandemic ebbs.

Moderna (NASDAQ:MRNA) and Merck (NYSE:MRK) said that they would set prices exceeding manufacturing costs, although Moderna added that it planned to price it "reasonably" to ensure broad access.

Pfizer (NYSE:PFE), developing its candidate with BioNTech (NASDAQ:BNTX), indicated that it expects to make a profit but it wouldn't "charge too much" considering the "extraordinary times" of the pandemic. Individuals should not have to pay anything.

For comparison purposes, flu shots typically cost $16-25 per dose, according to the CDC. Jefferies' Michael Yee believes that COVID-19 vaccines will cost $50-100 per course, adding that Moderna's offering could generate up to $2B in sales in the first year.

Ok Moderna Obviously is the bad boy in the room. I don't like them. I feel PFE is on the best course make a fair amount but not too much.
 
Is now the time for wind? BWEN Broadwind>>> $5

Wind 'a big beneficiary' in NY renewable energy expansion, says H.C. Wainwright 09:57 BWEN H.C. Wainwright analyst Amit Dayal notes that New York State has announced the largest combined clean energy solicitations ever issued in the U.S, with the initiative seeking 4.0GW of renewable capacity, with 2.5GW from offshore wind, and 1.5GW of land based renewable energy. The analyst believes this is the state's second offshore wind solicitation and is the largest in U.S. history. Broadwind is currently developing its offshore tower market strategy, Dayal notes, adding that this type of regulatory tailwind should propel Broadwind's market entry efforts, and any developments related to this would be an important growth catalyst for the story. He has a Buy rating and a price target of $6 on the shares.

I was torn between the wind and the solar windows... Another stock has these windows that are solar.. But This seems much more guaranteed.

On 7/7--
Broadwind initiated with a Buy at Craig-Hallum 07/07
BWEN
Craig-Hallum analyst Eric Stine initiated coverage of Broadwind with a Buy rating and $8 price target. The analyst believes the company's tower business has "the wind at its back" and is positioned for on and offshore growth with a business inflection underway.

Ok so a $6 & a $8.... Price targets...

Only downer here maybe is the oil and gas customers))))

Description

Broadwind, Inc. provides products to the energy, mining, and infrastructure sector customers primarily in the United States. It operates through three segments: Heavy Fabrications, Gearing, and Industrial Solutions. The Heavy Fabrications segment provides fabrications to various industrial markets; and steel towers and adapters primarily to wind turbine manufacturers. The Gearing segment offers gearing, and gearboxes and systems for onshore and offshore oil and gas fracking and drilling, surface and underground mining, wind energy, steel, material handling, and other infrastructure markets. The Industrial Solutions segment provides supply chain solutions, inventory management, and kitting and assembly services to natural gas turbine market. The company sells its products through its direct sales force and independent sales agents. The company was formerly known as Broadwind Energy, Inc. and changed its name to Broadwind, Inc. in May 2020. Broadwind, Inc. is headquartered in Cicero, Illinois.
 
stonedinvestor said:
Ollie's Bargain Outlet downgraded to Sell from Neutral at Citi 06:21 OLLI Citi analyst Paul Lejuez…!!!!!!!

I must of misread the ticker Van I thought I saw Olli go by up $11.....
More...
No you got it right. They smoked it. Same store sales up 40%. 40% !!


It's at $109, up over 10% on the day.

_____________________________________

Ollie's pops 10% on strong Q2 numbers

HARRISBURG, Pa., July 21, 2020 (GLOBE NEWSWIRE) -- Ollie’s Bargain Outlet Holdings, Inc. (Nasdaq: OLLI) today announced its outlook for the second quarter ending August 1, 2020.

Based on quarter-to-date trends, for the second quarter of fiscal 2020 the Company expects the following:

  • Total net sales of approximately $515 million;
  • Comparable store sales growth of approximately 40%;
  • Gross margin of approximately 39%, returning to historical second quarter levels;
  • Operating margin1 of approximately 16%
John Swygert, President and Chief Executive Officer, stated, “We are excited about the strength in our business and comparable sales during the second quarter. Our ability to keep pace with the spike in demand and deliver outstanding comparable store sales growth and operating margins is a testament to our organization’s ability to execute at extraordinary levels. I am extremely proud of and thankful for the efforts put forth by our entire organization.
 
vanzandt said:
Man I'll tell you guys what though. If you have a retirement account... start buying a few shares of ISRG. Like I said, its a trap here at $376 now... I'll have to pull out the magic pencil and look at this one, I should be able to get a pretty good bottom guess on it. I've followed it for ages... but that said... even at this level, if you can stand to watch it go lower... buy some of this company. You will not be sorry. I promise.
More...


ISRG at $681 today.

:sneaky:
 
stonedinvestor said:
A word of advice to married folk. Don't order a beanbag. I specifically checked the box that said pre filled and instead received six huge boxes from Walmart of earth killing Styrofoam.... My wife went crazy.

Found a company that fits within our home improvement theme... These guys appear to be the King of Caulk and that's an angle here...

Description

Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and other products in the continental United States. It offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. The company is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, it installs a range of advanced caulk and sealant products that control air infiltration in residential and commercial buildings, as well as moisture protection systems. It serves homebuilders, multi-family and commercial construction firms, individual homeowners, and repair and remodeling contractors through a network of approximately 180 branch locations. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is headquartered in Columbus, Ohio.
More...


>>> These great ideas come so fast and furious I had to look way back six or seven pages to get this idea back! ---- Guess what moved out $4 yesterday!!!

Folks I feel a move away from tech. It started a ways back and now I'm going ful throttle into some of these weird names... Today First Up The King's of Caulk!!!!... And cleaning gutters!!! Yup they bought a gutter company a ways back...

IBP-$ 81.50 // Was $77 a blink ago....
 
Company seems entirely white though.... This is a new stock screen for me-- Diversification...
You go and set up a foundation and then a bunch of white guys talk to each other-
 
Man I love digging up these corporate videos the company that these Builders bought was Nationwide Gutter apparently a very small set up-- this Nationwide Gutter video has 1 view on youtube!!! I swear. Now two!!! -- At about 50second mark you will see a Hispanic guy answering the phone... I mean I'll take it! Why can't the boss of this gutter company be a Black guy?

I guess the question is has the Nationwide Gutter purchase brought enough diversity over to Installed Building Products.
 
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