GBA Presents: THE BARE ESSENTIALS

Disney $111

You said the bottom was in at $115... maybe more Disney?
4% discount.

 

She's flying -
Innoviz Technologies jumps after selected to be a LiDAR supplier for large vehicle maker
May 02, 2022 7:07 AM ETInnoviz Technologies Ltd. (INVZ)



Innoviz Technologies (NASDAQ:INVZ)skyrocketed 28% in premarket trading after the company said it's been selected by one of the world's largest vehicle makers to become its direct LiDAR supplier across multiple brands.





Global Payments reports Q1 adjusted EPS $2.07, consensus $2.04 06:55 GPN Reports Q1 GAAP revenue $2.16B, consensus $1.96B. Reports adjusted revenue $1.95B. Show Related Items >>

IDEA- GPN-?

 

YES USING DISNEY... I NEED BARE ESSENTIALS THE WAY WE HAVE BEEN DOING AT VERY LOW PRICES.. THINKING DIS/ BANKS / AIRBNB. / V / ABBV / MAYBE NFLX...

 

INVZ- $4.86//

T-MOBILE... I MEANT TO BRING THIS UP LAST WEEK- ALL THE HEDGIES ARE BUYING IT..

SO I could use T-Mobile I kind of hate the stock from my past bad memories holding it... but a lot of smart folks are buying./

 

And I'm thinking about a backdoor play on FORMULA 1

1. Ferrari (NYSE:RACE), 64% - "Ferrari trades at a justified premium to luxury brands, but at a discount to luxury leader, Hermes, albeit with more opportunity to grow organically via: new customers, new segments and geographically in China & Asia-Pac, as well as exhibiting a unique moat with a world renowned brand and a 12+ month customer orderbook."

 

1. AR- Antero R
   
2. ?
   
3. Valero (NYSE:VLO), 23.9% - "We are broadly constructive on the refining cycle, and VLO is the most 'pure play' large cap within the group. Its asset base is well-managed, and we think VLO will continue to execute and drive substantial earnings growth as the refining cycle advances."
4. Suncor Energy (SU), 30.7% - Growth "in renewables cash flow is not yet priced in given the historical perception of oil sands companies as bad environmental actors."

 

IDEA-

1. Raymond James (RJF), 32.7% - "We expect the stock will rerate to 13.5xas the benefit from rising rates comes through."

 

VAN:! How about I use ABT and credit you? ///

1. Abbott Labs (ABT), 25.8% - "With double-digit underlying organic growth in 2021 with $6bn+ in COVID-19 Dx revenues, we expect this momentum to continue into '22 with ~$5bn of Dx revenue and with Devices growth driven by key product like Libre and Mitraclip as well as pipeline launches (e.g. CardioMEMS, Amulet)."

 

I am going to use Will Scott Mobile because it is such a great stock.

1. WillScot (WSC), 29.8% - "The merger of WSC and MINI creates a market leader with dominant share in attractive markets (portable storage and modular space), with VAPS penetration, synergy achievement, D&I margin improvement and cross-sell upside representing idiosyncratic growth in an otherwise cyclical end market."

 

You already have at least two of them

$RACE

Where have you been Stoney... I found this for the readers at $87
I called it "the stock that never goes down" lol.
No such thing, but it was a great pick back in the day.