GBA Presents: RADIO SAVANT-!

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

  1. vanzandt

    vanzandt

    Replicated? Sure they will; it's called grandkids, and you'll be all the wiser.
    It's an exciting new chapter for Stoney Jr., so quit worrying about yourself and be happy.

    Moving on...

    Gummy of the week:

    CSX>>> 28.93

    "Why Van?"

    Because Gazprom has just reduced natural gas flow through the Nord Stream pipeline to 40%.
    Putin wants Europe to go into a deep recession.
    People in recessions worry more about themselves than they do their neighbors in Ukraine.

    So, my guess is the EU will now have to stockpile and store natty for fear of freezing to death this winter.

    That basically means their power-plants will all be burning coal for the foreseeable future.

    I don't trust the coal stocks, even though they've pulled back some.
    I looked at several this morning.
    ARCH, BTU, ARLP, NC, Stoney's Glencore. They will probably all get a bump this week, they seem to move in tandem, but even with this new development in Europe, I still think they've come too far too fast.

    I like the rail aspect better. CSX has been hammered too. 52 week low.
    Of all the rails, CSX and BNSF carry the most export coal as a % of revenue.
    BNSF is owned by Berkshire Hathaway so that leaves us with CSX.

    I wouldn't expect a big move, but it should make a nice pop on this news.
    That said, as a general rule of thumb, it's usually not wise to buy a stock making a 52 week low. But in this particular case, as a trade for 3-4 days, it might work. I wouldn't buy it in the pre-market tomorrow though if it does pop on this news. You'll be able to get in lower later in the day.
     
    Last edited: Jun 20, 2022
    #2401     Jun 20, 2022
  2. vanzandt

    vanzandt

    #2402     Jun 20, 2022
  3. Beautifully said!!!!!!!
     
    #2403     Jun 20, 2022
  4. vanzandt

    vanzandt

    Stoney!!!!!

    Did you buy NetApp like I told you?
    NTAP.

    Everything's up, but this one should outperform today.
    $65

    CSX Stoney... $29.12 (Up .19)

    Oil pulled back from $120ish as predicted.
    >>> You're welcome Stoney!
     
    #2404     Jun 21, 2022
  5. vanzandt

    vanzandt

    Gee, Credit Suisse comes out today with an upgrade on XOM.
    From neutral to outperform.
    >>>>These guys are on the cutting edge. o_O

    Other upgrades:
    Schwab
    American Tower
    CNC
    ABM.

    There, I saved us from 3 pages of Stoney cut and pastes with approximately .021Kb of Baron's cloud storage.
     
    #2405     Jun 21, 2022
    TrailerParkTed likes this.
  6. Van called the QQQs on Friday at $271, great $12 move!
     
    #2406     Jun 21, 2022
  7. vanzandt

    vanzandt

    Near term only.

    Where's Stoney!?

    NIO was up like 11% today, and PLTR was up too(!)... I'd of thought he'd be on here proclaiming greatness like Ali in '74. I hope covid didn't get him.

    Ok, quote of the day...

    And I heard this this afternoon on CNBC from one of those experts they Zoom video link to... and I quote:

    "I feel very confident we have a 50% chance of not entering a recession."

    Is it me? Or is that the dumbest statement of all time? Wtf?
    I wish I had the dvr on so I could give you guys this guy's name. :D

    ----> "VZ is very confident there is a 50% chance tails will come up on his next coin toss."
     
    #2407     Jun 21, 2022
    TrailerParkTed likes this.

  8. I think he blew his account.... Just kidding Stoney I hope you feeling better.
     
    #2408     Jun 21, 2022
    vanzandt likes this.
  9. vanzandt

    vanzandt

    Stoney has six accounts!
    And they all outperform Wall Street through good times and bad.

     
    #2409     Jun 21, 2022
    Centuria100 likes this.


  10. I couldn't taste my birthday cake but I ate it anyway. I still don't feel right. Covid got us good.
    My wife can't remember stuff on a normal day you can imagine it's much worse now.

    HS graduation Friday /
    I fly in an airplane Sunday. /

    These are big tests for me. Did anything happen in the portfolio? XXII's day should be today.
     
    Last edited: Jun 22, 2022
    #2410     Jun 22, 2022