GBA Presents: House of Gummy-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2023.

  1. vanzandt

    vanzandt

    [​IMG]
    $14M in buys, 1 Billion in sales? :wtf::wtf:

    The people in the know can't get out fast enough.
    $1.07B in net sales?
    RED FLAG!
     
    #451     May 21, 2023
  2. vanzandt

    vanzandt

    CPG net margin... 12.5% :thumbsdown::thumbsdown:
    CTRA net margin... 45% nearly 4X greater.

    Green economy... oil no.... natty yes.
    Europe (2025 and beyond)... Russian natty ---no US LNG--- YES!

    CPG--- LNG play? ---NO
    CTRA---LNG play?--- Industry best.

    CASE CLOSED!
     
    #452     May 21, 2023
  3. vanzandt

    vanzandt

    It looks like CPG has only .5% insider ownership. :thumbsdown:
    Over 3X as much at CTRA :thumbsup:
    And only insiders at CPG (one) only bought 10K shares in the last 12 months. Typical paint the tape move.
     
    #453     May 21, 2023
  4. Div Date- CPG-->June 14 / earn July 26 /
    Earnings Date Jul 26, 2023 Forward Dividend & Yield 0.30 (4.45%)
    Ex-Dividend Date Jun 14, 2023 (1y Target Est----> 10.67) <-- That's analysts mine is much higher.

    I think your numbers might be off I have CTRA at 75% gross margin // 58% op margin // Net margin 45%? All very good numbers but that insider selling and lack of growth concerns me.

    EV-to-Forward-Revenue
    3.34

    Forward Rate of Return (Yacktman) % 27.44

    CPG 68% gross // 45.7% opp margin // Net 13%

    EV-to-Forward-Revenue 1.81

    Forward Rate of Return (Yacktman) % 24.64


    Both good companies I think but one is much more explosive.

    https://www.gurufocus.com/stock/CPG/summary?search=CPG
     
    #454     May 21, 2023
  5. Crescent Point Energy Corp (US:CPG) has 286 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 247,123,370 shares.

    Latest Institutional Activity[​IMG]
    3/31/2023 FRANKLIN MUTUAL ADVISERS LLC Bought 8.1 Million shares of Crescent Point Energy Cor... :wtf:

    3/31/2023 GOLDMAN SACHS & CO. LLC (PRIVATE... Bought 4.4 Million shares of Crescent Point Energy Cor... :wtf:

    3/31/2023 NATIONAL BANK FINANCIAL, INC. Bought 4.2 Million shares of Crescent Point Energy Cor... :wtf:

    Institutional investors control 39.95% of the outstanding shares in CPG. This represents a greater percentage of ownership than at almost any other company in the Oil & Gas Production industry
     
    #455     May 21, 2023
  6.  
    #456     May 21, 2023



  7. Geeze Vz you are so silly--> look at he right that'sall we care about!

    lets look at the last 6 months)))))))))))))))))))))))))))))

    SOFI Insider Purchases Last 6 Months Shares Trans
    Purchases 4,884,098
    Sales 481,000

    It's not even close foolio! 4.8 mil purchased // 481 K sold.

    Net Shares Purchased (Sold) 4,403,098 32+
    Total Insider Shares Held 59.8M<----------------- GREEN FLAG-!
     
    #457     May 21, 2023
  8. CASE CLOSED-! :cool:
     
    #458     May 21, 2023
    vanzandt likes this.
  9. STNE DROPPED A BUCK ON EARN--

    StoneCo price target raised to $17 from $13 at Citi 11:20 STNE
     
    #459     May 21, 2023
  10. vanzandt

    vanzandt

    #460     May 21, 2023