GBA Presents: THE BARE ESSENTIALS

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

  1. Available for charter,- how much>

    What i need. Semi-private plane that can fly to Nevis w large dog in main cabin.
    just twice a year... good price-- but safe!
     
    #861     Mar 29, 2022
  2. vanzandt

    vanzandt

    Hey you might want to lighten up on some of that.
    The shorts are hitting it pretty hard fwiw.
     
    #862     Mar 29, 2022
    Centuria100 and TrailerParkTed like this.
  3. janes

    janes

    i hate this everything about this paragraph
     
    #863     Mar 29, 2022
    vanzandt likes this.
  4. Where was I when RH hit $400 today? I have shares Van and Stoney once liked. ASO, BGFV, JWN, NKE, WSM, RH, M, LULU and ULTA.



    I am not worried though definitely ordering some Prevegen and Modafinal because my ability to watch the same amount of stocks as Van and Stoney is fading!
     
    #864     Mar 29, 2022
  5. Stoney I was fishing in the Ojai mountains and this plane was flying low. Air Show or private collector goofing off?


    upload_2022-3-29_18-10-20.jpeg
     
    #865     Mar 29, 2022
  6. That plane looks like it packs a wallop/ We need those low flying machine gun monsters the Marines have over in Ukraine .-

    I would like to see Ukraine forces bust out here, it might be risky but they need to secure access to the Black Sea.

    HealthEquity upgraded to Buy at BTIG on higher utilization of healthcare service 07:01 HQY

    This by my count is the 3rd recent upgrade.>

    'Every kilowatt hour counts'

    Germany hasdeclaredan "early warning" on natural gas supplies, calling on consumers and companies to limit consumption given the risks of a fullsupply disruption from Russia. The emergency measure is the first of three stages, but does not yet mean state intervention is needed to ration gas supplies.

    GMS owner bought 10,000 shares worth ~$520K
    Mar. 29, 2022 5:56 PM ETGMS
    • GMS (GMS) 10% owner, Coliseum Capital Management bought 10,000 shares at $51.37 - $51.59 worth ~ $520K.//
    • GMS Inc. (NYSE:GMS) is a distributor of building materials and related products like safety gear, tools, and more. The company defines their core product offering as wallboard, ceilings, and steel framing. Its complementary offerings include joint products, insulation, lumber, fasteners, and tools.

      GMS has grown from 1 site to over 280 distribution centers across the US and Canada through a combination of acquiring other distributors and opening new locations. For example, in FY2021 the company acquired a small distributor to break into the Ontario and Quebec markets and opened 6 new locations in the US.

      Unique to GMS is that they are really a collection of over 50 brands, most with multiple locations, operating under one umbrella. They try to combine the best of a centralized corporate structure while keeping the local trusted brand names, relationships, and goodwill that smaller distributors have in their communities.

      [​IMG]

      Source:Company Presentation
     
    #866     Mar 30, 2022
  7. Weddings are surging and these stocks might benefit
    Mar. 29, 2022 3:30 PM ETRent the Runway, Inc. (RENT)KSS,M,JWN,TDUP,FTCH
    [​IMG]

    Jefferies predicts that the massive boom in weddings this year will be a significant opportunity for Rent the Runway (NASDAQ:RENT+4.5%) to attract new customers to its platform.

    Close to 2.6 million weddings are expected this year, which would mark the highest level since 1984. Women are expected to attend an average of 3.8 weddings in 2022. Supply constraints and high prices are anticipated to turn some consumers toward Rent the Runway (RENT).

    Jefferies has a Buy rating on Rent the Runway (RENT) and price target of $13.

    Other retailers that could benefit from the surge in weddings include Kohl's (KSS+1.9%), Macy’s (M+4.2%) and Nordstrom (JWN+4.7%). ThredUp (TDUP+15.3%) and Farfetch (FTCH+10.8%) are other resale stocks tipped by Jefferies to have a big year.///

    --- Where is the most obvious name Vera Wang? I thought they were public?
     
    #867     Mar 30, 2022
    TrailerParkTed likes this.
  8. Our Pura Vida brand total sales grew just over 6% for the year. We saw double-digit growth in Pura Vida wholesale revenues and our first successful retail store opening during fiscal 2022. However, the significant shift in social and digital media effectiveness due to the Apple IDFA update affecting DTC companies resulted in e-commerce sales falling short of expectations.

    In addition to the Apple IDFA update, we faced a series of other unprecedented macro issues, including dramatic supply chain delays and freight cost increases, the delayed renewal of GSP tariff relief, and substantial digital advertising cost increases, all of which materially affected profitability during the year.

    The incremental freight costs and GSP impact combined affected our EPS by approximately $0.25 for the full year. Excluding these two items, we would have -- would have put the company in line with our original guidance of $0.80 to $0.90. Even though our earnings results were below our expectations, much of what negatively affected our earnings, particularly the supply chain challenges and GSP related to those two issues.

    In the fourth, we began initiating strategic price increases across both of our brands to mitigate some of these inflationary and supply chain pressures, and we are continuing to implement price increases throughout 2022.

    +-> passing on cost

    In hindsight, we should have implemented price changes more quickly. The price increases should more than offset continuing rising freight costs to deliver year-over-year gross margin improvement in fiscal 2023.

    GSP, or Generalized System of Preferences, is more specific to the Vera Bradley brand. The lower gross margin rate throughout the year reflected higher tariffs from previously duty-free countries where we source products whose GSP or duty-free status expired at the beginning of 2021.

    --> tariffs!


    Our expectation was that Congress would pass the GSP legislation early in 2021. But they are still working on the legislation as we head into 2022. In the past, Congress has retroactively reinstated the duty-free status of such tariffs to the beginning of the year.

    Although industry and government sources are still expecting it to be retroactive, we are not certain when or if this will happen. We continue to diligently manage our expenses, and we ended the fiscal year with a solid balance sheet, with ample cash of over $88 million and no debt.

    + no debt


    Even facing the macro challenges of the last year, we generated $34 million of free cash flow, slightly above our 10-year average and returned $7.7 million to shareholders through stock repurchases.

    We remain in a strong position to continue to invest in our two lifestyle brands, take advantage of additional growth opportunities overtime and return capital to shareholders through continued share repurchases or future dividends.

    - THE STOCK OF THE DAY - VRA VERA BRADLEY (NOT WANG)
     
    #868     Mar 30, 2022
  9. VRA Vera Bradley, Inc.

    $8.070.23 (+2.93%)4:00 PM 03/29/22

    I love this idea. Weddings are UP. Summer is coming. It is a re opening play. wedding Dresses are a Bare Essential. Tariffs will be loosened.... costs passed on... inflation eventually subsides. This is a $10 stock by summer.
     
    #869     Mar 30, 2022
  10. Did you catch how the Apple move that wrecked all the tech companies effects even here wedding dresses? -- Boy is there a class action suit against apple if anyone wants to take it...
     
    #870     Mar 30, 2022