GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. Shout out to BJ.Wholesale / Ted brought these guys up the other day and damn if they aren't a strong looking stock. Where did we buy this originally $55? or was it $72.. may of been $72./

    It's over $100
     
    #10481     Apr 10, 2025

  2. >>>>>>>>GBA SAFETY PORTFOLIO

    EPR EPR Properties- 7.5% yield

    $46.29-0.81 (-1.72%)2:01 PM 04/10/25
    NYSE | $USD | Realtime

    BJ BJ's Wholesale Club Holdings, Inc.
    $117.29 +4.19 (+3.70%)2:02 PM 04/10/25
    NYSE | $USD | Realtime

    VVV Valvoline Inc.
    $33.15-0.17 (-0.51%)2:03 PM 04/10/25
    NYSE | $USD | Realtime

    DRVN Driven Brands Holdings Inc.
    $16.13-0.15 (-0.92%)2:06 PM 04/10/25
    NASDAQ | $USD | Realtime

    FAST Fastenal Company
    $75.38-1.09 (-1.43%)2:08 PM 04/10/25
    NASDAQ | $USD | Realtime

    PRMB Primo Brands Corporation
    $33.33-0.59 (-1.74%)2:10 PM 04/10/25

    IFN The India Fund Inc- 11%+ Yield

    $14.32-0.33 (-2.25%)1:53 PM 04/10/25
    NYSE | $USD | Delayed
     
    Last edited: Apr 10, 2025
    #10482     Apr 10, 2025
  3. BYRN Byrna Technologies Inc.- This turned around great!
    I don't think I have made any money but this is where it was months ago. Avoided this whole downdraft.

    $18.31 +1.73 (+10.43%)2:09 PM 04/10/25
    NASDAQ | $USD | Realtime :strong:

    *** CORRECTION I JUST LOOKED I'M DOWN $2
     
    Last edited: Apr 10, 2025
    #10483     Apr 10, 2025
  4. BRBR BellRing Brands, Inc.
    $74.47-0.24 (-0.32%)2:14 PM 04/10/25
    NYSE | $USD | Realtime
     
    #10484     Apr 10, 2025
  5. IF we could get a real deal done with Vietnam it would really help some stocks.
    and it would punish China I don't see the logic of picking on Vietnam.

    If we get a tariff deal w/ Vietnam this name will shoot up-

    Watch-->ONON On Holding AG
    $43.07-1.94 (-4.31%)2:21 PM 04/10/25
    NYSE | $USD | Realtime
     
    #10485     Apr 10, 2025
  6. S&P Just crossed 5,291 I'm triggered- THE LIZARD KING

    GO TIME->REBOUND->SP500 S&P 500 Index
    5,294.83-162.07 (-2.97%)2:26 PM 04/10/25
    S&P Complete Indices | Realtime
     
    #10486     Apr 10, 2025
  7. AMAZINGLY IF WE CAN FINISH STRONG NOW AND CLOSE UP TOMORROW WE CAN BE UP FOR THE WEEK!!

    IT CAN HAPPEN-- WE NEED A VIETNAM DEAL OVERNIGHT!
     
    #10487     Apr 10, 2025
  8. you want the best
    you got the best
    GBA
     
    #10488     Apr 10, 2025
  9. When I present this idea people always think these guys are South American- they are headquartered in NYC-

    Company Profile
    [​IMG]
    Pagaya Technologies Ltd., a product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial institutions and investors in the United States, Israel, the Cayman Islands, and internationally. It develops and implements proprietary artificial intelligence technology and related software solutions to assist partners to originate loans and other assets. The company’s partners include high-growth financial technology companies, incumbent banks and financial institutions, auto finance providers, and residential real estate service providers. Pagaya Technologies Ltd. was incorporated in 2016 and is headquartered in New York, New York.
     
    #10489     Apr 10, 2025
  10. I know it sounds contrary to the market environment but when I started out I chose stks pretty simplistically- their EPS to PE.

    PE should be less: If you just use this metric alone you will wind up ok in the long run.

    PGY-2025
    1.95<-- Earnings
    +135.00% <----- EPS growth rate 25' (it will slow down)
    5.20 <----- PE

    5 to 135% ok that's a wide ass moat to the good way...
     
    #10490     Apr 10, 2025