I've tried to keep my reporting on the Ukraine very professional. I always double source and all of that. Today I have gotten strange emails about a train and Maybe a General killed and a lot of arms going up.. To make along story short- Ukraine may have blown up a train.
In keeping with my "practical" Xmas theme, Space heaters, insulation, even bedding and such (ie textile mills) come to mind. Solo Fire Pits-- Solo Brands- Solo Stove Bonfire 2.0 - Smokeless & Portable Wood Burning Fire Pit in Stainless Steel 19.5 in x 14 in $239.99 Solo Stove Free shipping Yukon + Stand 2.0 - Wood Burning Yukon Fire Pit with Stand in Stainless Steel $499.99 Solo Stove (6k+) Solo Stove Bonfire + Stand 2.0 - Wood Burning Bonfire Fire Pit with Stand in Stainless Steel $269.99 Solo Stove Solo Brands, Inc. (DTC) NYSE - NYSE Delayed Price. 3.9600+0.1300(+3.39%) & YETI
Hmmmm. Lowes doesn't seem all that competitive!! And there is no public maker either. FYI... My IRA has been invested on/off in Water stocks for 2 decades!!
Tomorrow is PPI, CPI is Thursday. As for HD, that sector is a rising tide thingy. What HD does, Lowe's should do as well. And as far as I am concerned, Lowe's has a better chief at the helm in Ellison.
Stoney!!!! As I was walking out earlier the fella that does CNBC "Overtime"... had some girl on that was head of investing at blah blah blah investments.... but she basically parroted word for word exactly what I wrote regarding Home Depot... the only thing she didn't mention was the fact that UK bonds and whatever they're doing over there, has zero effect on your average HD shopper lol. She even said "there's only a few retail stocks worth owning, and HD is one." And "homeowners won't be moving so they remodel." Was this Melinda in Memphis from today's mail-bag? And then, he cuts to a clip from Stephanie Link... and apparently she likes HD too. And you know of all the CNBC cast of stock-picking characters, she's one of the best. If not THE best. Now Stoney, if the CPI comes in hot tomorrow and the Dow dips 700 points, don't slam me. HD, as I specifically said, is a Q4 earnings play, and perhaps even longer. Besides, if that does happen, the cpi that is, all your dogs will tank too. So, HD is a great long position if such an animal can exist in a market hellbent on another 15% drop. The fact that it's on the Dow, in this particular case, is a big plus. A rare statement out of moi. Amgen, JNJ, Merck, UNH, have had their runs. MCD & KO are over-rated. CAT.... my #1 rebuild Ukraine stock.... its ok,... your DIS.... whatever... AXP.... doubtful, IBM and MSFT... the next tech shoes to drop, Verizon... pfff... kick it off the Dow... GS and JPM..... ahhhh... we'll see. WBA, kick it out when you kick out Verizon, NKE has hope, Boeing at $129 has to go lower as $129 is way too obvious of a good price... V might be ok, CRM and Apple are loved by all... So all this leaves only one stock to hold the Dow up in a decline (as it's a price weighted index and not a market-cap weighted index like the Naz or S&P)... and to also lead the way on the bounce... HD. It closed at $183 Stoney. Already up $2 on the VZ upgrade. edit: oops, i had to delete and re-write. I misspelled MCD
Stoney!!!! Hey if you don't like HD, which I know you do, but today might be a good day to circle back and buy some of Mrs Stoney's favorite stock (not that dog DBX... the other one) when the pre-market opens. Americans in Europe are apparently enjoying the 30% off (fx) sale. Yoy comps came in strong. LVMUY -----> $118.95 Hennessy, Dom Pérignon, and Louis Vuitton Stoney! It doesn't get any better than that.
I bought my wife a Louis Vuitton jacket for her birthday if I asked you to guess how much you never would get it... that's why I'm still here hacking away at the market. 1/2 of my DICE profits are consumed by this jacket! SMOKE ON THE WATER-! The pool looks like its on fire I left the heat on all night. (there goes the rest of DICE)-- This Is so True- Hedge fund manager David Einhorn said the days of value investing may be a thing of the past. “I don’t know that it ever comes back,” Greenlight Capital founder Einhorn said in a Bloomberg TV interview on Tuesday. "There have been serious changes to the market structure and pretty much most of the value investors have been put out of business." Einhorn explained that value investing has gone away as investors have moved to passive investing and many strategies are based on quants or algorithms, etc. "The world has moved passive," Einhorn told Bloomberg from the Robin Hood Investors Conference in New York City. "There's just a lot less competition for what we do."
I got an interesting spam this morning concerning my YETI cooler out for delivery just hit this link-... ooopha- do you think they are key stroking me? They know I recommended YETI yesterday so today they use YETI is a blind fishing trip... If I get an email that I just bought a Solo brand outdoor fire pit I'll know for sure....
NO 2 STOCK OF THE DAY- DUTCH BROTHERS-- Dutch Bros upgraded to Overweight after pullback at JPMorgan 07:00 BROS