GBA Presents: THE BARE ESSENTIALS

Discussion in 'Stocks' started by stonedinvestor, Mar 9, 2022.




  1. Regarding Thor-- You want to make sure that you are in the high end of RV's<-- I'm not sure THO is...// just about everything now you want that high end protection... The High end consumer is the spender now...

    Thor Industries price target lowered to $110 from $140 at BMO Capital
    THO
    BMO Capital analyst Gerrick Johnson lowered the firm's price target on Thor Industries to $110 from $140 but keeps an Outperform rating on the shares. The analyst states that while his most recent round of RV channel checks suggest that retail demand remains strong at the high-end, the low-end is "beginning to decelerate". Johnson is reducing his estimates to reflect the increased macro-economic risk, but also notes that these are developments have long been anticipated by the market, adding that longer-term, Thor still benefits from RV industry tailwinds, including an aging population, ongoing replacement cycle, and popularity of RVs among millennials.
     
    #2031     Apr 25, 2022

  2. Really!

    I am eager to be in AR.>>> It doesn't seem that low though.... I believe I sold our lot at $33 area I have to check.. but it's only $31 now.

    Antero Resources Corporation (AR)
    NYSE - Nasdaq Real Time Price.
    31.68-1.18(-3.59%)
    As of 09:58AM EDT.

     
    #2032     Apr 25, 2022


  3. Yea I was hoping for more of a pull in.... Where do you like it?
     
    #2033     Apr 25, 2022
  4. Antero ResourcesAR is set to report first-quarter 2022 results on Apr 27, after the closing bell.
     
    #2034     Apr 25, 2022
  5. In the last reported quarter, the upstream energy player reported earnings of 46 cents per share, missing the Zacks Consensus Estimate of 64 cents owing to lower gas-equivalent production volumes.

    In the trailing four quarters, Antero Resources beat the Zacks Consensus Estimate for earnings once and missed thrice, delivering a negative earnings surprise of 19.4%, on average. This is depicted in the graph below:

    Antero Resources Corporation Price and EPS Surprise
    [​IMG]
    Antero Resources Corporation Price and EPS Surprise
    Antero Resources Corporation price-eps-surprise | Antero Resources Corporation Quote

    Let’s see how things have shaped up prior to the announcement.

    Estimate Trend
    The Zacks Consensus Estimate for first-quarter earnings per share of $1.05 has witnessed two upward and no downward movement in the past 30 days. The consensus estimate suggests a year-over-year increase of 69.4%.

    The Zacks Consensus Estimate for the to-be-reported quarter’s revenues of $1.6 billion indicates a 29.7% improvement from the year-ago reported figure.

    Earnings Whispers
    Our proven model predicts an earnings beat for Antero Resources this time around.

    Zacks Rank: Antero Resources currently sports a Zacks Rank #1.

    Factors Driving the Better-Than-Expected Earnings
    In the March quarter of this year, natural gas and oil prices were much higher than the year-ago quarter. Higher gas and oil price was favorable for Antero Resources’ exploration and production activities. This is because AR has a strong footprint in the Appalachian Basin in West Virginia and Ohio, which is a prolific gas play.

    The Zacks Consensus Estimate for Antero Resources’ daily combined production is pegged at 3,152 million cubic feet equivalent per day (MMcfe/d), suggesting a decline from 3,322 MMcfe/d in the year-ago quarter.

    Thus, although production is likely to have declined, higher commodity prices are expected to have more than offset the negative.
     
    #2035     Apr 25, 2022
  6. EE -- That gas IPO I came within a whisker on Friday of buying!!!!!

    Initiations on the way<-- Van I've brought this up like six times....

    good action this am
    25.21+1.01(+4.17%)<------------Excelerate Energy, Inc. (EE)







     
    #2036     Apr 25, 2022
  7. GBA Energy Ideas****


    AR-



    EE-
     
    #2037     Apr 25, 2022
  8. What happened
    Despite the unnerving volatility in the markets in March, some oil and gas stocks ended up with solid gains. That includes big names that don't often rise as much in such a short span of time, such as Chevron(CVX-2.80%), Halliburton(HAL-5.17%), and Antero Resources(AR-3.09%). Those three stocks surged 13.1%, 12.9%, and 33.1%, respectively, in March, according to data from S&P Global Market Intelligence.

    Oil and gas prices primarily drove the rally, but there were company-specific tailwinds as well for some of these stocks that are helping their momentum.

    [​IMG]
     
    #2038     Apr 25, 2022
  9. There are two ideas we had big $10+ gains in and sold that are ripe now for re buy.

    AR & ABBV
     
    #2039     Apr 25, 2022
  10. vanzandt

    vanzandt

    abbv is a dividend aristocrat :thumbsup:

    The energy stocks are gonna move with the sector.
    If the worlds economies are slowing down as central banks boost rates, energy will drop.
    I mean if you think oil will stay up, then yes, but I think its gonna drop.
    I'd go with AR over EE either way though. Only because EE is an ipo.
     
    #2040     Apr 25, 2022