GBA Presents: RADIO SAVANT-!

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

  1. Silgan Holdings Inc. (SLGN)- Add To Watch list
    NYSE - Nasdaq Real Time Price.

    46.58-0.73(-1.54%)
    At close: August 26 04:00PM EDT
    47.90+1.32(+2.83%)<------------------
    After hours:Aug 26, 06:10PM EDT
     
    #6221     Aug 27, 2022
  2. The type of stock to buy in a recession is up in the air-- it used to be vice...

    POT STOCKS< --- I think so.

    But what else.. Will Scott Mobile is interesting.>

    We have owened them before. Good company and good management.>

    Earnings Growth

    Arguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

    While the historical EPS growth rate for WillScot is 150.1%, investors should actually focus on the projected growth. The company's EPS is expected to grow 77.6% this year, crushing the industry average, which calls for EPS growth of 43.1%.

    Cash Flow Growth

    Cash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.

    Right now, year-over-year cash flow growth for WillScot is 35.3%, which is higher than many of its peers. In fact, the rate compares to the industry average of -36.9%.

    While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 47.6% over the past 3-5 years versus the industry average of 6.6%.

    Promising Earnings Estimate Revisions

    Superiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

    The current-year earnings estimates for WillScot have been revising upward. The Zacks Consensus Estimate for the current year has surged 2.7% over the past month.

    >>>>>>>>>>>>>

    Transitional economy.... build a HQ or just use a WSC modular space unit?

    Description
    WillScot Mobile Mini Holdings Corp. provides work space and portable storage solutions in the United States, Canada, Mexico, and the United Kingdom. The company leases modular space and portable storage units to customers in the commercial and industrial, construction, education, energy and natural resources, government, and other end markets. As of December 31, 2021, it had approximately 390,000 total units, which included 162,000 modular space units; 213,000 portable storage units; 13,000 tank and pump units; and other value-added products. The company offers its solutions primarily under the WillScot and Mobile Mini brands. WillScot Mobile Mini Holdings Corp. was incorporated in 2017 and is headquartered in Phoenix, Arizona.
     
    #6222     Aug 27, 2022
  3. << HERE IS NEXT WEEK'S WATCH LIST >>

    WSC

    DIS

    SLGN

    CAL

    VTEX

    PAA

    VERV

    FIGS
     
    #6223     Aug 27, 2022
  4.  
    #6224     Aug 27, 2022
  5. Boy I like what I see at CAL they have all the brands. They have a lot of stuff up on You Tube
    these guys are on point.

    Shoe Carnival too

     
    #6225     Aug 27, 2022
  6. vanzandt

    vanzandt

    Did you get the report on KMI I sent?
     
    #6226     Aug 27, 2022
  7. No! Kinder Morgan? Refiner right
     
    #6227     Aug 27, 2022
  8. I'm a big PSX guy.

    Phillips 66 (PSX)
    NYSE - NYSE Delayed Price.
    92.18-1.63(-1.74%)

    PE 7.8

    EPS $11.80 <----

    Div 4.2%
     
    #6228     Aug 27, 2022
  9. #6229     Aug 27, 2022
  10. U.S. threatens refiners on fuel exports, urges buildup of domestic stocks/ Hummmmmmmmm
    Aug. 27, 2022 8:15 PM ETEnergy Select Sector SPDR ETF (XLE), XOP, CRAKOIH, VDE, VLO, BP, XOM, CVX, SHEL, IEO, MPC, PSX, DRIP


    [​IMG]




    The Biden administration reportedly has sent warnings to top U.S. refiners that it may take "emergency measures" to curb fuel exports, Bloomberg reported on Friday, as stockpiles of gasoline and diesel remain near historically low levels in the Northeast.

    "Given the historic level of U.S. refined products exports, I again urge you to focus in the near term on building inventories in the United States, rather than selling down current stocks and further increasing exports," Energy Secretary Jennifer Granholm wrote in a letter that was sent last week.

    "It is our hope that companies will proactively address this need," the letter said. "If that is not the case, the administration will need to consider additional federal requirements or other emergency measures."

    Emergency actions can be avoided if refiners prioritize "building inventories during this critical window," Granholm said, essentially asking refiners to prioritize U.S. consumers over maximizing profits by supplying Europe, which may be facing its biggest-ever energy crisis.

    The letter reportedly was sent to Exxon Mobil (XOM), Chevron (CVX), Valero Energy (VLO), Phillips 66 (PSX), Marathon Petroleum (MPC), BP (BP) and Shell (SHEL).

    The problem isn't U.S. exports, but rather "the political and regulatory assault on U.S. production and refining," according to a Wall Street Journal editorial this week.
     
    #6230     Aug 28, 2022