GBA Presents: THE BARE ESSENTIALS

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

  1. Unbroken run to $500 + no seasonal down turns each year...
     
    #3251     May 5, 2022
  2. April 1st 2020 SITE Landscape -$80

    Unbroken run over $200 no seasonal downtuns 2 years
     
    #3252     May 5, 2022
  3. vanzandt

    vanzandt

    Seasonality IS priced into a stock that is season specific.
    I mean this is stock common sense 101.

    Do you really think Scotts Miracle Grow will go up every Spring because Wall Street Titans roll out of bed and say "Hey... it's Spring, people will buy fertilizer".

    YOU DON'T THINK THEY KNEW THAT ALREADY IN DECEMBER WHEN THEY CRUNCH NUMBERS?

    Omg. Whatever.
    This is possibly the dumbest thing you've ever written.

    *Edit: you might get away with posting that on whatever forum Robinhood kids use though.
     
    #3253     May 5, 2022
  4. I could on and on... I used to think your way Van and get in and out of these things-- I just did it with CHDN because racing sesson is here... I do it! But the correct reasoning is find the right name and your stock should double and triple if you are in a fragmented industry and a major player-- I think Goverenance here with LESL is a big part of the problem. But they are a Bare Essential in that we need our pools / pools add value to homes and pools are great and pools are important even when they are closed.

    There is no season to having fun!
     
    #3254     May 5, 2022
  5. More...
    Seasonality IS priced into a stock that is season specific.
    I mean this is stock common sense 101.

    This is wrong I just showed you examples.
     
    #3255     May 5, 2022
  6. vanzandt

    vanzandt

    No, its in the growth.

    Did you REALLY do that with horse-racing season?
    Jeez Stoney, I was making mistakes like that when Yulia had big hair.
    Before I knew her.
    But I've seen the pics.
    And laughed.
     
    #3256     May 5, 2022
  7. vanzandt

    vanzandt

    That's why you're 2nd at GBA.
    The fact remains, LESL is dropping like a rock.
    It'll level out, but you won't see your $28 target in this lifetime.
     
    #3257     May 5, 2022
  8. vanzandt

    vanzandt

    And you screwed me over on CFLT too.
    I should have held on.
    That damn thing is down 23% on the day if you look now.
    That's huge.
     
    #3258     May 5, 2022
  9. Supply and demand often will play a roll in seasonality.

    For example damn oil. We are heading out of heating oil season and people are scaling back vacations Oil should be going down.

    Oil is going up. - Tight supply.

    Pool supplies work the same way// last year you could not but a heater on the east coast and tablets of chlorine ran out. Securing supply is very important.

    Pricing power is there for those well stocked.

    Also the razor blade aspect-- recurring revenue -- when pools close down at the end of the summer there's still upkeep and products to buy, things to fix and covers to sell and as the sun crosses our skies different areas of America still use pools heavily.

    I may be biased but Pools are American as Apple Pie. And pie has no season. We all know that.
     
    #3259     May 5, 2022
  10. vanzandt

    vanzandt

    Well no kidding.
    The point is dude..... ANALYSTS KNOW THAT!... It's priced in you numb-skull.
     
    #3260     May 5, 2022