GBA Presents: RADIO SAVANT-!

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

  1. TPI Composites upgraded to Buy from Hold at Craig-Hallum 08:52 TPIC Craig-Hallum analyst Eric…

    Payrolls Friday the number had some interesting little elements Oil & Gas hired all of like 400 people... I don't like to go conspiracy but I'm starting to realize these oil giants aren't trying at all to boost production.
     
    #8961     Nov 4, 2022
  2. I had thought maybe today would be a huge up day because I reached a psychological low the day before.

    It's just -- China? We are going to trust that?
     
    #8962     Nov 4, 2022
    TrailerParkTed likes this.
  3. Good Morning and thank you Sir Stoney!
     
    #8963     Nov 4, 2022
  4. I bought NBIX $122, UTHR $250 and holding ISEE. Stoney do you like AutoPart and Retail-AZO, ORLY, GPC?
     
    #8964     Nov 4, 2022
  5. I think I know what happened in China- There was a report about a casino in Macau that totally closed and I imagine imprisoned the guests because 1 card dealer had Covid. One. Every single person at that hotel was tested and they all came back negative-- still business was closed<---

    This report I saw in several formats including overseas Asian news and Boy did it elicit a giggle and in fact in for the first time really showed the ridiculous folly of Zero Covid Policy.

    Ironically, at just this exact time workers at a Foixcon facility were jumping out their windows to escape a new shut down that was coming.. Who Hon or whatever *sounds like a band!-Who Hon Clan) they had another outbreak it's endless--Live with it--get Sick.

    But The global ridicule emboldened a 2nd level dude to directly approach Xi & apparently he or she snapped him out of his communist fog.

    Something like that-
     
    #8965     Nov 4, 2022
    TrailerParkTed likes this.
  6. Stoney there is no way anyone here can fill the Savant’s(Van) size 13 shoes. Where is he? I miss his analysis and bantering with you.
     
    #8966     Nov 4, 2022
  7. I favor ORLY Ted-

    I like the jingle! --

    But yea geeze a powerhouse Co and a correct sort of name for a mild recession right.
    Obviously at $820 bucks you are talking options which I don't know time periods etc..
    They just had good Q3 Earn-

    With the Bios I follow NBIX carefully-- it's OUT of favor now.

    UTHR I'm not so familiar with.>>>

    Here's an idea.. I lke buying into weakness.,.. MRNA <--- Moderna.///

    So the obvious news is out- that Covid shots are slowing and people are not rushing to get the boosters.

    All future vaccines and advances that this same tech (there is a law suit) provides is Not priced in.

    Moderna sees revenue from APAs for product sales $18B-$19B in 2022 07:32 MRNA Advance Purchase Agreements: Revenue from Moderna's APAs for product sales for anticipated delivery in 2022 are expected to be $18-19 billion, reflecting deferrals of $2-$3 billion to 2023. Cost of Sales: Cost of sales as a percentage of product sales are now expected to be 26-28% of sales, with the upper end of the range potentially driven by further charges due to product updates. Research & Development and Selling, General & Administrative Expenses: Full-year expenses are expected to be approximately $4 billion. Tax Rate: The Company expects an effective tax rate for the full year in the low- to mid-teen percentage range. Capital Expenditures: The Company expects capital investments for 2022 of approximately $0.5 billion.

    So in a Slow Down sales 18.5 Billion and capital Investments - $500 mln.

    1/2 of $1 B vs $18.5 B....

    I expect eventually I will get the Booster and most likely every few years certainly not every year-- but this virus warrants our attention on a bi-annual basis.

    Ok so the stock is a little to week right now it needs to steady itself $2-$4 higher... but I'm watching it. I think it'sworth $200+
     
    #8967     Nov 4, 2022
    TrailerParkTed likes this.
  8. Yes Van's vaporizing is troubling? I expected a big blow upon some other thread.. nothing.

    He just suddenly stopped. I thought perhaps it was all the GBA winning trades in a row and he just lost it! You know sitting there with TSLA not moving and we had what 6 huge $20 trades... It may of been too much on van's system. Then suddenly he was in Brazil and then poof... nothing.

    It's tough to banter when you're opponent is scoring every five minutes.

    I know one way to bring him back-- Van appreciates the power of the jump, always has, the thud of the feet and the awe of a perfect landing..

     
    #8968     Nov 4, 2022

  9. I've known Van since his earliest days here, you can't keep super stock picker down. I pray he is with a beautiful harem in South Beach enjoying life.
     
    #8969     Nov 4, 2022
  10. I knew it was Florida! :D

    buy - nine?// It's a very boring day-

    NINE Nine Energy Service, Inc.

    $6.67 0.64(+10.53%)
     
    #8970     Nov 4, 2022