GBA Presents: RADIO SAVANT-!

stonedinvestor · Oct 20, 2022

vanzandt said:
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

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HOME DEPOT IS $170! That girl on CNBC led you astray who was she!!!!

vanzandt · Oct 20, 2022

stonedinvestor said:
Yet another ROUND TRIP Van do any of your picks keep going?
This is getting ridiculous. You post when a $100+ stock moves $2 and then gives it allback. That's not worth the post. It just clutters up the thread.

Readers Feast more like Readers Least what a waste of firepower.

Selling.
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UNLIKE YOU STONEY... I LOOK OUT FOR THE READERS!!!

YOU'RE WELCOME <-----

stonedinvestor · Oct 20, 2022

stonedinvestor said:
GBA UPGRADE- Boeing- $131

This stock is buyable Now- GBA shorted at $170... I'll leave it at that

Boeing monthly deliveries showed important improvement, says Susquehanna 06:52 BA Susquehanna analyst Charles Minervino said Boeing's September delivery data showed an important improvement in 737 MAX deliveries at 36 compared to August's 27 and his estimated 34. He noted they also delivered seven 787s in September which puts the company on solid footing to enter 4Q at a similar rate to meet his delivery estimate of 20 total for the quarter. Minervino reiterated his Positive rating and $192 price target on Boeing shares.
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Up almost $9

stonedinvestor · Oct 20, 2022

vanzandt said:
UNLIKE YOU STONEY... I LOOK OUT FOR THE READERS!!!

View attachment 297861

YOU'RE WELCOME <-----
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OK van......dare I say this has not been a good week for you.

stonedinvestor · Oct 20, 2022

stonedinvestor said:
You should be long Apple now in your IRA's-

Citi 'not fearful or concerned' about Apple earnings report 06:56 AAPL Citi analyst Jim Suva says he's "not fearful or concerned" about Apple's upcoming earnings report on October 27, despite media and investor concerns. Apple shares have slightly outperformed the broader market, given "better-than-feared" results year-to-date, continued product launches, and positive news flow on consumer preference for higher priced iPhone 14 Pro models, Suva tells investors in a research note. He says mixed news flow related to iPhone builds are not uncommon during this time of the year and that he remains positive on the shares. Checks suggest iPhone 14 build is still on track for second half expectations of 90M units, Suva says. He keeps a Buy rating on Apple with a $185 price target.
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$138---> $144<------------

vanzandt · Oct 20, 2022

Get long Stoney!
Don't be stubborn... I'm telling ya....

vanzandt · Oct 20, 2022

stonedinvestor said:
OK van......dare I say this has not been a good week for you.
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6 winners so far and that fat lady hasn't sung on TSLA.

stonedinvestor · Oct 20, 2022

vanzandt said:
Where's Ted been?
Hope he's ok.
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+1

stonedinvestor · Oct 20, 2022

stonedinvestor said:
GBA UPGRADE STRYKER!- $210

Stryker initiated with a Buy at Jefferies 09:18 SYK Jefferies analyst Matthew Taylor initiated coverage of Stryker with a Buy rating and $270 price target. In a note on the group, Taylor and peers noted that MedTech sentiment has been "flagging" given how procedures have recovered in fits and starts amid lingering COVID headwinds. However, Taylor, Young Li and Michael Sarcone think "the tide could be turning" as recent data points suggest macro challenges are stable to improving, the trio state in their note initiating coverage on the Medical Supplies & Devices group.
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$215 <----------

vanzandt · Oct 20, 2022

vanzandt said:
Get long Stoney!
Don't be stubborn... I'm telling ya....
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Look at that bounce!
No one can time the charts like that Stoney.
I have made you sooo much money!
I know deep down you're grateful.