GBA Presents: THE BARE ESSENTIALS

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

  1. vanzandt

    vanzandt

    :rolleyes:
    Pretty good for a Dow stock. Takes a lot to move one of them this much.
    CAT is up about 20% from $189 too-- speaking of.
    ULTA... give it some time, it hit $389, $386 now.

    Stoney>>> SCVL for Nike?!
    Naaaaaa. Nike can sell all the product it makes.
    When Vietnam gets back to normal, NKE to the moon... and when Putin gets whacked, CAT will be rebuilding Ukraine.

    End of covid, end of Putin, the world gets back to normal... and all the pretty girls will head to ULTA so they can party party party and look good doing it.

    >>> You wanted Bare Essentials--- and VZ delivers. :cool::thumbsup:
     
    #411     Mar 22, 2022
    Centuria100 likes this.
  2. Nike will be range bound. Maybe SCVL too.

    I can tell you what I think is happening in the market. I think there is a false move here led by options that are not real trades. We shall see but I feel like those that are deep underwater in these tech names are buying options and trying to force people into tech for a very short lived rally.

    Any thoughts on this->

    Turtle Beach jumps 6% to $20.73 after Citron Research tweet 10:08 HEAR Citron 'pounding table' on Turtle Beach, sees 'imminent' buyout » 10:07 HEAR Andrew Left's Citron…
     
    #412     Mar 22, 2022
  3. vanzandt

    vanzandt

    Restoration Hardware reports a week from today.
    $375 now
    Is it a Bare Essential? Perhaps.
    It is if you've purchased a $1MM + home in the last 12 months.

    But make no mistake, if I said it once I've said it a dozen times... this is not a stock for the weak of heart. Best to just buy it and not look for a few years.
     
    #413     Mar 22, 2022
  4. Any thoughts here Van--

    gummybear picked up coverage at $2.00

    Frontier Lithium Inc. (LITOF)

    2.3300+0.1300(+5.91%) 2X Vol
    As of 11:58AM EDT.
     
    #414     Mar 22, 2022

  5. I was going to ask you about RH. Last time we hashed this out we compared NKE to RH and came down on the side of Nike being a Bare Essential...

    I'm not sure RH is. There's a company called Wayfare... They may be... that huge outdoor catalog we get... I forget the name...

    I saw a truck in the street today Van- Sysco...- They do food too ...
     
    #415     Mar 22, 2022
  6. vanzandt

    vanzandt

    Slow and steady wins the race. It'll move with the tide, but its safe money and the trend will be up. There's not a PM in the world that doesn't have this in their long term portfolio.
    As savant calls go, this one was too easy. :sneaky:

    SCVL, DBI, FL, BGFV, ASO, DKS,.... all the same. Sector plays. They all move together outside of earnings. If b&m consumer discretionary rises, they all go up the same.
    A better call is to decide when the sector is getting ready to pop.
    Right now they're all cheap imo.
     
    #416     Mar 22, 2022
  7. Virgin Orbit Holdings, Inc. (VORB)

    7.07+0.30(+4.36%)
    As of 12:22PM EDT.

     
    #417     Mar 22, 2022
  8. I gave this out yesterday as an idea along with BKNG which is just soooo expensive. If you can figure out a way to use options on that I would.

    Trip Advisor, Inc. (TRIP)- Perking up! - WATCH -

    25.59+0.66(+2.65%)
    As of 12:23PM EDT.

     
    #418     Mar 22, 2022
  9. vanzandt

    vanzandt

    It's just like a year ago the financials were cheap. Or energy. Spotting sector rotation before it happens is itself>>>> A bare essential.
     
    #419     Mar 22, 2022
  10. Van I would of gotten out with NKE be careful. They still face a lot of headwinds.
     
    #420     Mar 22, 2022