Ideas For Now-

Discussion in 'Stocks' started by stonedinvestor, Apr 27, 2020.

  1. vanzandt

    vanzandt

    Hi Stoney.
    That $0.15 Div, that was quarterly I'm sure so Yahoo @ $0.60 is probably annual so no div cut.

    The RV is Airstream lol. Thor Industries owns em. $THO
    $WGO is one too. Winnebago.
    Those have actually been a Covid play. Dumb imo. I see lots and lots of shiny new inventory sitting on dealer lots not moving. Millions of dollars. THO is a good short up here at $108 imo. 30 PE for one of these! Pfff.
    Wait till the next ER and watch what happens.

    That company, UNIT, has too much debt. If you wanted in that space you should have jumped on DISH. Put it in the round file and move on.

    We'll troubleshoot the AC when you get home.
     
    #281     Jun 26, 2020
  2. Sometimes you just have to get one smart man talking to another smart up & cummer and together they can move mountains. I decided to use a different company this time and had a " over time " visit on a Friday god knows what that is going to cost! Now this Up and cummer he had a better grasp of the situation, he said the outside breaker was 33? and my inside breakers were two 22's? and the inside and outside breakers should match... Why has it worked for thirteen years I asked. Well as the unit gets older it draws more power blah blah blah.. You are setting off these different breakers... Alright this where the joys of a small town come into play... Fri afternoon late I call the local electrician, his wife answers he's in the field talking to his crew after along day... I say I've got this up and cummer here now looking at the AC I'd love the two guys to talk... Could possibly her husband call me back... and they could talk because I do not understand... Well better than that the dude freakin' rolls up in his truck unannounced and says " Hey it must be Friday we meet again! " He had come over last Friday and flipped that outside breaker and got it going-- this time he goes down there and they talk a longtime and he tests and they find water damage and they have to replace that outdoor breaker and then he did what only an electician can do and he HOTWIRES the set up so the AC goes directly into the house yanks out the outside breaker and says I'll have one of my guys come by next week and replace it i don't have any of these on hand.. and then he looked at the breaker and said " I PUT THIS IN IN 88'!!!!!"

    OH BABY... 1988 AND IT'S BEEN WORKING SINCE CARRIER!!! I can assure you any new buy will bust in five to ten years...

    Now the air con is working! Is the Jeep? Yup one year older 1987 and she needs to be driven.
     
    #282     Jun 27, 2020
  3. Floor & Decor is very large it seems. Here is a tour and look for that diversity! 50 sec mark,

     
    #283     Jun 27, 2020
  4. Berenberg starts 'low-cost leader' Floor & Decor at Buy 06:46 FND As previously reported yesterday, Berenberg analyst Alex Maroccia initiated coverage of Floor & Decor with a Buy rating and $74 price target. The company has set itself apart with its low-cost leadership and focus on professional customers, giving it an opportunity to more than triple its store footprint in upcoming years, Maroccia argued. Given its "substantial" U.S. growth potential and "margin-friendly" distribution center layout, he sees Floor and Decor as a more compelling investment than its peers, the analyst added.

    Van Did these guys go private? The stk symbol doesn't take anymoree-- they are Camping all the way!
    upload_2020-6-27_9-22-35.jpeg
    CAB
    Cabelas trades on the New York Stock Exchange (NYSE) under the ticker symbol "CAB."<-- Or does it????
     
    #284     Jun 27, 2020
  5. GILD is one of the trickiest stocks right now--

    NEW YORK, June 26 (Reuters) - The U.S. government will ship more of Gilead Sciences Inc's antiviral treatment remdesivir to states experiencing an increase in COVID-19 cases including California, Texas, Florida and Arizona, according to the Department of Health and Human Services' website.

    The government reallocated remdesivir to states with increasing cases, White House task force coordinator Deborah Birx said during a briefing on Friday.

    HHS said on its website that the doses will ship starting Monday and extinguish the full amount of Gilead's donation of 120,647 treatment courses. It said it would continue to work with Gilead to determine how the company's anticipated inventory of 2 million doses by year's end will be allocated.

    >>> So now the free stuff is gone.... Can they charge for future doses and how much? Lots of moving parts here and no less than three studies going on... Good news from one study could blast this stock of and they could follow that up with some pricing announcement and if they can get that through the politics which I think they can.. But I'm not sure.. This can be a big gainer.

    I've been feeling hunchy here but to watch the stock each day and it doesn't respond, to be first in line is always the riskiest. But then again if it had popped $2 I would of jumped in and probably been disappointed.

    There has been a race between REGN & GILD in my mind... one of these two is going to have an announcement I can feel it. With my luck it will be REGN and I'll be sitting in GILD. This up the nose treatment attempting to make GILD's drug go up the nose is very interesting because some studies have shown the nose is the best area to fight the virus and the area the virus lingers in and replicates before attacking the body. The general take I get about the GILD product is it could be better if only it was a bit stronger but the side effects seem to preclude
    that-- a stronger nose perhaps in the nasal cavity it won't be stronger but more focused and directed. As well you would think what dose level we have now would work pretty well in smaller kids and they have a test going there... Then they have an old person test-- worried about that one.. so it's alot of balls in the air as Europe has moved forward and established pricing guidelines... Can't get Gilead off my mind.
     
    #285     Jun 27, 2020
  6. vanzandt

    vanzandt

    Cabellas was purchased by Bass Pro Shops a few years ago. I thought they're privately held, I checked, they are. The stores are really really cool though, the Bass Pro Shops. Like a shop you would find at Disney World, at a half million sqf.

    Stoney's ac lol... Yeah I figured it was that double-pole breaker outside. That's what I was gonna have you troubleshoot. I was pretty sure that was the problem. Those boxes aren't really airtight so over the years humidity and seasons take a toll on the breaker inside. Well good. He shouldn't juice ya for too much to swap it out.

    On Floor and Decor. Its pricey, you can do an apples to apples with HD or Lowes. I have never been in one of their stores so I would have to check one out in person. I will say this however, if the stuff they are selling, and I watched that video above, is indeed cheaper than HD/LOW, they will get lots of business if their expansion is done properly in the right metro areas. The analysts all seem to like it, but that and $1 will get you a large coffee at MCD in my opinion. PEG ratio is up there. 3.2; thats high. I might make a phone call to a builder I know in one of the cities I see they have a presence in and see what he says. He'll know.

    Oh... got "stock tip" lol last night from a friends kid who works in tech out in San Jose. He made a ton of money on it. I just looked at the chart. Why the f didn't he tell me back in March?!. Israeli Company but its traded here. $FVRR Check it out. We obviously missed the show.
    ttyl
     
    #286     Jun 27, 2020
  7. You know a rally is long in the tooth when you start buying Israeli stocks. I have bought a few in my day! Some have really taken off! I used to play a name there for a dividend I've forgotten the name over the years but it was Lojack in Israel. Then there's a digital printing company that is Uber hot I traded that forgetting that name too... They have a ton of Biotech over there... But I have not heard of your friend's idea- The company is at the forefront of two major trends, freelancing and digital services, which are expected to provide a "significant tailwind driving strong growth and increased market penetration,"

    > Sounds like there may be some at home Pandemic aspect to this...

    JP Morgan is the big dog on this name and they upgraded.. on 5/8 and gave a PT of $54 from $37... big raise and then surprise SECONDARY led by JP Morgan on 5/26.

    Upgrade May eight... money made by bankers May 26 in case you were wondering how wall street works.

    Secondary is at $60! <--- Stock is now $72 Basically at highest price target already!

    price target raised to $74 from $55 at Oppenheimer 06/18 FVRR Oppenheimer analyst Jason Helfstein raised the firm's price target on Fiverr to $74 from $55 and keeps an Outperform rating on the shares. The analyst sees upside potential to 2021 estimates from COVID-19 tailwinds, Promoted Gigs and expanded local language websites -a $85B TAM opportunity.

    - Covid seems to help
    - promoted gigs? Music?
    -expanded local language... How many languages to they have over there?

    Boy I still don't get this company. Van I have now gone to three sources and I STILL CAN"T FIGURE OUT WHAT THIS COMPANY DOES!

    Zacks-
    Fiverr InternationalFVRR is benefiting from marketing efficiency, and strong focus on product and technology enhancements.... and does what

    Further, the launch of four industry stores — Gaming, E-commerce, Architecture and Politics — is expected to aid the company in expanding catalog and gaining momentum across larger businesses. Also, the company’s accelerated AI efforts through personalization and customer support are likely to bolster sales in the near term.... so it's online retail????
     
    #287     Jun 28, 2020
  8. And many who have been laid off have turned to the internet to try to leverage their skills and work on more flexible terms. As a result, stock prices for both the leader in the freelancing and remote work industry,Upwork(NASDAQ:UPWK), and more recent newcomerFiverr(NYSE:FVRR)are up so far in 2020 -- with the former sporting a 13% gain as of this writing, and the latter a massive 210% run-up.!!

    Wonder if Upwork isn't the better play?
     
    #288     Jun 28, 2020
  9. Motley Fools--
    An acceleration in freelance platform revenue

    Upwork and Fiverr have a fair amount of overlap in what they do. Both operate platforms in which freelance workers can connect with businesses looking for one-time or ongoing contract work. Categories on both sites span web and software development, marketing, and creative work, to name a few.

    Upwork is the long-established leader in the remote and contract workspace, getting its start during the dot.com era. It's the product of a merger between Elance and oDesk in 2013. Thus, it is far larger -- but also much slower-growing -- than Fiverr, which was founded in 2010 and has been quickly catching up as it adds new worker categories to its platform.

    Neither company reports net income, but on a free cash flow basis (revenue less cash operating and capital expenses), Upwork is in positive territory. Upwork has reported positive $13.6 million in free cash flow over the last trailing 12 months, compared to negative $10.5 million at Fiverr. Both have solid liquidity on their balance sheets as well. Upwork reported $145 million in cash and marketable securities and $31.4 million in debt at the end of March 2020, compared to $125 million in cash and marketable securities and $4.42 million in debt at Fiverr.

    Two very different valuations
    Thanks to its massive surge this year, Fiverr currently trades for 16.2 times trailing 12-month sales. Upwork, on the other hand, has a price tag of just 4.2 times trailing 12-month sales. Granted, Fiverr deserves the premium. It has been growing at a faster rate than Upwork and forecasts that trend to continue. Second-quarter 2020 guidance at Fiverr is calling for a 39% increase in revenue over a year ago at the midpoint of expectations, compared with just an 8% increase at Upwork. Additionally, Upwork withdrew full-year guidance given the uncertainty of the current economic crisis, while Fiverr upped its outlook and sees a 37% full-year increase in its revenue.

    A few months ago,I called Upwork stock a valueas it appeared too cheap to ignore. The stock has since doubled in value from that point. I still see further upside from here, especially if the company can best its forecast in the quarters that lie ahead as the world adjusts to the new reality post-coronavirus.


    However, at this juncture, shares of Upwork may look like a better value. But Fiverr has offered more visibility on its business, and as a result, the premium price tag is commensurate with the extra growth it sees this year. It is thus also fairly priced. But with more liquidity on the balance sheet and momentum on its side as the far smallercloud-based remote work platform, it's Fiverr that looks like the better buy at the moment.
     
    #289     Jun 28, 2020
  10. I still read all of this and say-- Is this just a Job site! Freelancers can beg for work->? big deal that used to be called Variety magazine.. these guys, they think they are reinventing the wheel.

    That's the problem with tech guys or talking to tech guys from the West Coast.
     
    #290     Jun 28, 2020