GBA Presents: THE BARE ESSENTIALS

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

  1. vanzandt

    vanzandt

    I told you yesterday we got in just over $112.
    Target $94

    It's gonna get clobbered tomorrow too.

    When I saw this on that rally, I knew:
    I saved the readers almost 20% Stoney. It was $115 and you were saying "buy".
     
    Last edited: Apr 26, 2022
    #2141     Apr 26, 2022
    TrailerParkTed likes this.
  2. vanzandt

    vanzandt

    GBA UPGRADE $FB @174.30
     
    #2142     Apr 26, 2022
  3. YES!

     
    #2143     Apr 26, 2022
  4. I asked the HF about FB just the other day.
     
    #2144     Apr 26, 2022
  5. vanzandt

    vanzandt

    ORGO>>> solid $6.43 Bottom is near.
    HDELY $11.24>>> solid
     
    #2145     Apr 26, 2022
    stonedinvestor likes this.
  6. vanzandt

    vanzandt

    Get out while you still can Stoney.
    The only way this goes up is if Putin does something really stupid.
    It was at $31 a month ago.
    Bad sign.
     
    #2146     Apr 26, 2022
  7. Putin has already done something really stupid. AR is nat gas and nat gas is my ballywick

    I made a great trade thank you on AR already and I've been out while it's based. I posted about this yesterday but some of the best trades are the ones you get back into. All the gas they sell is un hedged and Nat gas price is more than 2X last earn report. That adds up to HUGE cash flow.

    I am looking for cash flow on most of my big investments.
     
    #2147     Apr 26, 2022


  8. Van I bought the stock at $100 I'm down slightly I posted $115 for the Essentials portfolio because that was the start of the portfolio because you were so upset I hit Constellation Brands out of the park. I gave you updated prices to make you happy.
     
    #2148     Apr 26, 2022
  9. It's so funny if the shoe was on the other foot and Van recommended and owned WOLF, he

    would say 'yea dummie the whole SOX sector is down 20%' >
     
    #2149     Apr 26, 2022
  10. Nine_Ender

    Nine_Ender

    Nat Gas went to $7 again after it was reported US gasoline inventories dropped despite all of Biden's SPR releases. Usually that means demand is growing. Many of the firms I trade have been unwinding hedges that were costing them money and I think the market isn't pricing that in at all at this point. Cenovus tomorrow am may provide some clues how markets will react to reports ( I don't currently own it ). Baytex on Thursday pm is a firm that I believe is in sweet spot now where their hedges are coming off but average selling price is way up. The QQQ sell off can certainly mess with short term stock prices but I can't help but think the energy earnings news is going to be overwhelmingly good. So a battle short term.

    Nat Gas and Gold can sometimes run counter to broader markets.
     
    #2150     Apr 26, 2022