GBA Presents: House of Gummy-!

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

  1. vanzandt

    vanzandt

    UP NEXT......
    Stoney laments on how he was the first to say the Fed should bump the target inflation rate north of 2%.

    I remember that place! You're right. They had metal roller conveyor belts behind the checkout counter. I actually bought a Xmas present for someone there once. There were little tickets on the merchandise in the store.

    EDIT:

    Service Merchandise's history can be traced to 1934, to a small five-and-dime store founded by Harry and Mary Zimmerman in the town of Pulaski, Tennessee. After leaving the wholesale business, they opened Service Merchandise, Inc., the first of what evolved into a chain of catalog showrooms. It opened in 1960 at 309 Broadway in downtown Nashville, Tennessee.


    During the 1970s and 1980s, Service Merchandise was a leading catalog-showroom retailer. At its peak, the company achieved more than $4 billion in annual sales. As the company expanded, it began to open showrooms nationwide, mostly in the vicinity of major shopping malls, which were in vogue in the 1970s. In the early 1980s, the Service Merchandise headquarters moved from Nashville to nearby Brentwood, Tennessee, becoming one of the first businesses to plant itself in the area that is now known as Cool Springs.

    In May 1985, Service Merchandise acquired the H. J. Wilson Co. for approximately $200 million. Raymond Zimmerman, the CEO, was attracted to Wilson's stores to gain a stronger foothold in the Sun Belt states. Several of these Wilson's locations included an off-priced apparel department of about 15,000 square feet (1,400 m2). Service Merchandise also had other wholly owned subsidiaries featuring retail stores, such as Zim's Jewelers, HomeOwners Warehouse (later called Mr. HOW Warehouse),The Lingerie Store and The Toy Store.

    Service Merchandise was a prominent sponsor of Wheel of Fortune. The retailer also provided some of the prizes on CBS's The Price Is Right, Classic Concentration on NBC, and Shop 'til You Drop and Shopping Spree, both on The Family Channel.
     
    Last edited: Nov 26, 2023
    #9391     Nov 26, 2023
  2. vanzandt

    vanzandt

    Stoney!!!!

    After much DD.... I like Arista Networks .... BUT...... I think it will pull back.
    You can be cheap and wait for the inevitable receding Nasdaq tide, or you can dip a toe in the water and buy a little now at $218.

    My biggest loser of the year----> Este Lauder.
    I still think this thing will be north of $170 in a year, assuming no black swan surprises.
    EL---> $123
     
    #9392     Nov 26, 2023
  3. Didn't want to start a new thread so could I pose the below to the stock pickers here.

    Came across it as an ad for a subscription service:

    Imagine a stock that:

    • You could buy cheaply
    • Has the potential to achieve capital gains
    • And historically pays you income
    The investing ‘sweet spot’

    [​IMG]

    In theory,and with a 15 or 20 year horizon,would such stocks be scarce? Would they be hard to sort and identify?

    Thanks for any help.
     
    #9393     Nov 27, 2023
    vanzandt likes this.


  4. What did I tell you about equivocation! If you like ANET upgrade if you think it is going down keep the idea to yourself. It does the children no good to have wishy washy upgrades!

    Ta-Da!

    EPR Properties price target raised to $47 from $41 at BofA » 06:49 EPR
     
    #9394     Nov 27, 2023

  5. This is quite easy Semper- Work your way backwards start with the yield. Right? It has to be a high yielding stock or relatively high yielding if you plan to buy a lot of it.-

    Then the buying on sale is the art-- you must buy it cheaply so by definition you are buying a high yield stock in a correction meaning that yield is going even higher. So then you have a
    baseline has this stk ever traded with such a yield before in history and what is their cover ratio.

    For example I am just going to pull up a random cahrt-- SO Southern company. Look at a 5 year chart.

    $51, $56, $62-$63, those are all low marks for 2021 & $64, $65 $63 $64 are dips in 22'

    Your buy point is $63 area s that reflects a common low the year before and thus = value.. and your Dividend will be at the high hand of it's historical range-- That is when you pounce and that is how you have a $69 stk with a nearly 4% yield.

    Using this logic is how we came up with EPR Properties. ~si

    .
     
    #9395     Nov 27, 2023
    TrailerParkTed and semperfrosty like this.
  6. AeroVironment price target raised to $152 from $128 at Baird » 06:37 AVAV

    Bloom Energy price target raised to $20 from $19 at KeyBanc » 06:23 BE

    Casella Waste initiated with an Overweight at Wells Fargo » 06:21 CWST

    Amkor Technology initiated with a Buy at Melius Research » 06:19 AMKR

    Mondelez upgraded to Outperform from Sector Perform at RBC Capital » 06:20 MDLZ

    Genelux initiated with a Buy at H.C. Wainwright » 06:05 GNLX

    Archer Aviation price target raised to $6.50 from $4.50 at Barclays » 05:47 ACHR

    Roku upgraded to Buy from Neutral at Cannonball Research » 05:11 ROKU

    Teva upgraded to Buy from Neutral at UBS » 05:00 TEVA
     
    #9396     Nov 27, 2023
    TrailerParkTed likes this.
  7.  
    #9397     Nov 27, 2023
    stonedinvestor likes this.
  8. Good Morning Stoney, I hope you enjoyed your holiday!

    Archer and CLSK are both up nicely the last two weeks. Thank you for the extra push on SHOT, we made nice cash dumping near the top. Your son will become a good investor, he’s got the Lizard King’s blood!
     
    #9398     Nov 27, 2023
  9. Awesome.Cheers mate.
     
    #9399     Nov 27, 2023
  10. vanzandt

    vanzandt

    Don't be stupid. You find quality stocks and you put them on the shopping list. What if the nasdaq pulls back 5% in two weeks like it did last month? That's when you buy quality on sale.

    Nice way to kick the week off Stoney.... being a complete dick. :finger:
     
    #9400     Nov 27, 2023