GBA Presents: RADIO SAVANT-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2022.


  1. Actually that's a new one today the one I saw this am is this one the ole' doubles skip upgrade--

    HeidelbergCement upgraded to Buy from Sell at Goldman Sachs 04:38 HDELY

    Might there be some fire to this smoke....
     
    #16621     Apr 14, 2023
    unconventional wisdom likes this.
  2. HDELY HeidelbergCement AG-- Has been rooted at $13 level for some time.

    $15.19 <----- Moving out!
     
    #16622     Apr 14, 2023
  3. vanzandt

    vanzandt

    Its been at $14 for a while now.
    I think I mentioned it at $14.50, but yeah it does seem to have finally broken that $14 ceiling with a little conviction.

    That's all priced in.
    Next Q's comps are what matters.
    They are stealing market-share from DPZ anywhere they compete head to head.

    How many times do I have to tell you Stoney... quit listening to idiots.
    Anyone can look at the books and write that stuff.

    Write this down Stoney:

    In general, at any given moment in time, especially on relatively easy to understand business models... a stock's price reflects all of the known data about that stock. Macro issues however, that move the tide, can and will move the stock. In both directions. Nothing goes straight up.
    ~vz
     
    #16623     Apr 14, 2023
  4. vanzandt

    vanzandt

    Ya know what Stoney.... stocks go up and stocks go down...
    No one is staking their lives on PZZA here.

    With that said, and taking into consideration my hypothesis stated above regarding taking market share from Dominoes.... we'll play PZZA by ear.
    If same store sales don't come in strong, then I'll say move on.

    But Stoney, this has been an ongoing thing, and you know it.
    If I don't like what I see, I'll call it out.

    But your "downgrade"?
    WTF'ing----> f?!
    People in glass houses...

    How much DD did you do on LAZR, and how is it doing?
    $10?


    IN ONE MONTH'S TIME OUR READERS HAVE LOST NEARLY 50% :mad:

    LAZR--> $5.80

    Do you really think this thing will double anytime soon?

    So before you start posting some other idiot's work that looks back on financial statements anyone with a high-school degree could read.... perhaps you should just pipe down and listen to what I write here.

    Quick refresher,,, what did I write at $8.25 on LAZR.... after several other posts?


    When PZZA does the "Stoney LAZR" dance and drops to $36..... IN A MONTH.... then VZ will happily eat humble pie.

    Until then.... focus on finding us some biotechs.
    Which I probably give you too much credit for, but I do it to make you feel better.:p

    Have a safe flight to CHS.... for real.
    Post us a pic of you on the beach at Kiawah.
    No thongs please.
     
    #16624     Apr 14, 2023
  5. Overnight

    Overnight

    Keep an eye on Moderna. If they can successfully make the Lyme vaccine, that will be huge.
     
    #16625     Apr 14, 2023
    vanzandt likes this.
  6. vanzandt

    vanzandt

    Question: How does Van get Stoney to drop everything and cut his family vacation short to post on ET?

    Answer: Tell him Sketchers just made a 52 week high.

    here it comes: >>> "He did it again!!!! I am the greatest of all time" :rolleyes:
     
    #16626     Apr 17, 2023
  7. vanzandt

    vanzandt

    Schwab just reported. Glanced thru it.
    I don't think its going much lower.

    $50.90 is a buy.
     
    #16627     Apr 17, 2023
  8. vanzandt

    vanzandt

    Shareholder equity dropped 25% yoy?

    That doesn't sound good.

    Don't buy just yet.
     
    #16628     Apr 17, 2023
  9. vanzandt

    vanzandt

    But quarter over quarter it was the same pretty much, and also the Q2 and Q3 2022.
    Sooo... no shocker on that metric really.
     
    #16629     Apr 17, 2023
  10. vanzandt

    vanzandt

    Client assets down 4% yoy.... not bad all things considered.
    Schwab One accounts down big (30%) but Money Market funds up huge.

    All in all... ahhhh... I doubt SCHW is going away.

    Buy
    If it was gonna drop much today, it should have by now.
    The guru's are crunching #'s reading that report.
    I guess they don't give guidance.
    $52 now

    *I guess I'm quicker than the cnbc folks that tell Joe and Becky what to say. They haven't mentioned it yet. Get ready for the big pop. :cool:
     
    #16630     Apr 17, 2023