GBA Presents: RADIO SAVANT-!

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

  1. vanzandt

    vanzandt

    Stoney btw,
    I saw some interesting insider buys earlier this week at a stock I have never really heard of.
    B
    Barnes Group
    $39.53

    They are into Aerospace plus some other things.
    Your neck of the woods... Bristol CT.

    That chart... looks like one you'd like.
    Check it out.
     
    #9731     Nov 11, 2022
    stonedinvestor likes this.
  2. vanzandt

    vanzandt

    Barnes Reports Third Quarter 2022 Financial Results

    Robust Aerospace Aftermarket Offset by Continuing Industrial Pressure

    Sales of $315 million, down 3% from last year; Organic Sales up 2%
    Operating Margin of 9.5%; Adjusted Operating Margin of 12.4%, down 110 bps from a year ago
    GAAP EPS of $0.33; Adjusted EPS of $0.49, down 11% versus the prior year period
    Forecasts 2022 Organic Sales Growth of +5% to +6%
    Expecting 2022 Adjusted EPS of $1.90 to $2.00; Down 2% to Up 3% from 2021 Adjusted EPS of $1.94

    Barnes Group Inc. (NYSE: B), a global provider of highly engineered products, differentiated industrial technologies, and innovative solutions, today reported financial results for the third quarter of 2022.

    “In the third quarter, Aerospace continued to deliver excellent performance driven by robust year-over-year growth in the Aftermarket business. At Industrial, performance remains challenged as persistent economic headwinds and operational challenges impact our results,” said Thomas J. Hook, President and Chief Executive Officer of Barnes. “To address Industrial’s performance, our ongoing, multi-phased, restructuring efforts are targeting core business execution, systematically integrating our business portfolio, rationalizing cost, and advancing an action-oriented culture across the enterprise. Our objective is to return to, and eventually surpass, Industrial’s pre-pandemic margin performance,” added Hook.

    Third Quarter 2022 Highlights

    Third quarter 2022 net sales of $315 million were down 3% compared to the prior year period, with organic sales (1) increasing 2%. Foreign exchange had a negative impact of 6%. Operating income was $30.0 million versus $43.7 million a year ago. Operating margin was 9.5%. Excluding restructuring charges, adjusted operating income was $39.0 million, down 11%, and adjusted operating margin was 12.4%, down 110 bps from a year ago.
     
    #9732     Nov 11, 2022
  3. vanzandt

    vanzandt

    Careful Stoney


    DoubleVerify Holdings Secondary Offering of Common Stock Priced at $26.40 Per Share
    DoubleVerify Holdings(DV) said Thursday an underwritten offering of 10 million of it common shares by certain selling shareholders has been priced at $26.40 per share.

    The selling shareholders include Providence VII U.S. Holdings, Providence Public Master, and Providence Butternut Co-Investment.

    The underwriter will have a 30-day option to purchase up to an additional 1.5 million shares, and the offering is expected to close Nov. 15. DoubleVerify(DV) will not receive any proceeds from the sale, it said.
     
    #9733     Nov 11, 2022
  4. He called SBF the “JP Morgan of Crypto” in July or August. The constant about face are getting old. Picking stocks is hard as hell, it’s his self assured pretending to know most tickers outlook that’s sort of bugged me.



    You remember the MM-Briefing effect(02-05?) when MM first started? My friend use to wait and short or inverse those crazy AH moves making bank. Jim is a very smart man and had a great excellent returns with his fund, nobody can take that away!
     
    #9734     Nov 11, 2022
  5. vanzandt

    vanzandt

    hahaha... I do remember. My great Build-A-Bear short at $30.25 when it spiked during the show he highlighted on. I forget what year, but it was early on in the show.
    I think that show marked the All-Time high on BBW.
    Of course I covered way too early.
    Build-A-Bear... :D
    Too funny.
     
    #9735     Nov 11, 2022
    TrailerParkTed likes this.
  6. You and my friend had brass to attack those bogus moves, I was never a great short seller because I did not have the business wisdom and accounting depth you guys had.
     
    #9736     Nov 11, 2022
  7. The next direction is so very interesting from here. The need to buy crappy tech stocks will fade quickly I continue to believe the next legs leadership cannot be tech-

    In a Bounce yes.

    But in a new Bull No.

    But what if we never left the Bull? WE HAD A SECULAR BEAR WITHIN A BULL?

    Well then it gets more confusing.

    Right now it seems to be materials whatever that is and solar and Energy, maybe others-

    Big Store stupidity-- Mid cap retail powerhouses where on the move today.>

    FND-

    BOOT-
     
    #9737     Nov 11, 2022


  8. <<<<<<DAY TRADE OF YEAR NOMINATION-!--ONE DAY UP 51%>>>>

    Compass rises 51.0% 12:00 COMP Compass is up 51.0%, or $1.24 to $3.67.
     
    #9738     Nov 11, 2022
  9. I've always thought this stock a little Trumpy-

    Boot Barn Holdings, Inc. (BOOT)
    NYSE - Nasdaq Real Time Price.
    64.36+2.96(+4.82%)
    As of 03:53PM EST.

    But it does have a PE under 10
    and EPS over $6
     
    #9739     Nov 11, 2022
  10. By comparison FND

    PE 28!

    EPS 2.90
     
    #9740     Nov 11, 2022