GBA Presents: THE BARE ESSENTIALS

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

  1. #3222     May 5, 2022
  2.  
    #3223     May 5, 2022
  3. vanzandt

    vanzandt

    There's one flea in it.... forecast operating margins dropped 200 basis points or 2%.
    Ya got catch those fine details Stoney.
    There's a huge iceberg at $26.
    Somebody wants out.
    I covered though.

    Tomorrow tech will run I think, so... bird in the hand.
     
    #3224     May 5, 2022
  4. vanzandt

    vanzandt

    Kicking off the new list in style.
    NVDA $189
    ORGO $6.72
     
    #3225     May 5, 2022
  5. Nice Van! I think you made the right move. They raised guidance after all how many are doing that.

    One thing about my trading is I often have stocks people don't know about. And if people don't know about them-they aint in any X leveraged fund really accept maybe overall Russell 2000.

    So I tend to have excellent RS. I hope to hell that hold up-- But of the 12 names in the portfolio
    only WOLF would be possibly swept up in that indiscriminate selling-- the rest are kind of hiding in their respective corners.


    <<<THE OFFICIAL GUMYBEAR ADVISORS BARE ESSENTIAL PORTFOLIO>>>12 nams



    WOLF- Silicon carbide semi

    EVLV- gun detection

    DOUG- Real estate & rentals

    XPOF- Gym

    SIX- Amusemewnt park

    LESL- Pools

    US FOOD- Food

    Constellation Brands- Drink

    Travel and Leisure- travel

    ABBV- Meds

    Bros Coffee- Coffee

    Flywire- Fucked up tech trade just before the fall!


    Watch List:
    NVDA $185
    ORGO $6.50
    CHDN $199.50
     
    #3226     May 5, 2022
  6. FNKO-! :wtf:
     
    #3227     May 5, 2022
    TrailerParkTed likes this.
  7. Well I guess you hold something two F ing years good things happen.

    FNKO
    21.19 +4.47 (+26.73%)<----:thumbsup::thumbsup:
    After hours: 4:53PM
     
    #3228     May 5, 2022
    TrailerParkTed and vanzandt like this.
  8. vanzandt

    vanzandt

    Stoney I don't think it was a SPAC.
    We were talking about it 4 years ago. They're the ones that make the glue to use instead of suture right? Among other things.

    The company is cheap. 9PE, solid balance sheet, forecast eps growth for 5 years 43%, etc etc.
    I honestly think one of the big players will buy them. 52 week high of $21.

    Speaking of, you can bet Moderna is looking for acquisitions. They're flush with cash, and in a way, they're a one trick pony. In a way. Now ORGO, that wouldn't be a fit, but we should try to figure out who would be a target for them.
    I think we're gonna start seeing more M&A in the whole sector.
     
    #3229     May 5, 2022
  9. vanzandt

    vanzandt

    NowI could see Stryker buying ORGO maybe. That's kind of a fit.
     
    #3230     May 5, 2022