Recent content by Thunder Good-Oil

Nico who?

Ramon is the new booth analyst. Bill Anderson. Tim Priest. Pat Ryan. Now Ramon Foster. Brent Hubbs has moved to the field to be the sideline reporter. Jayson Swain will be involved in the pre-game, half-time, and post-game.

David and Mike are cousins.

It lets him focus on roster adjustments at that time of the year instead of inking a renegotiated deal. He can go into transfer season with the bulk of the contract work already in place and with a nice floor. Then after he’s done signing the best available transfers and opened up spots, he can...

I saw on the internet no stripes. So it must be true. Maybe it was just an old pic meant to show the jersey only. The pic was no pants stripes.

I heard that UT is the home team. Orange jerseys, white pants with the power T instead of stripes.

Losing $0.80/share. 10 employees. The CFO was replaced 2 weeks ago. Hardly any institutional ownership. CFRA has a sell rating and their risk evaluation is high. 3 year and 5 year compound annual growth rates are negative. However they have been around for almost 50 years. It’s almost a billion...

It’s also about half the market cap of Carvana. eBay Motors might even be a better business model.

It’s a small cap. $364 million. A micro cap. Dividend is 6.33% BUT it pays $0.52/year while earning $0.30. Plus the forward PE ratio is projected to almost double (27x to 51x). Maybe next year’s EPS are projected to be hit with relocation expenses. The $8 share price is flirting with the...

Was that some sort of witchcraft going on in 2019?

I would expect a slight sell off before the 3 day weekend. FOMO isn’t as strong ATM but fear of a correction is. It’s certainly at a point of inflection with the FOMC meeting September 16 and 17. Then Q3 earnings. The Lisa Cook firing adds even more volatility. Q3 earnings start to roll in a...

Cramer’s recent stock holdings: CNBC Investing Club GOOGL (Alohabet / Google) AMZN (Amazon) LLY (Eli Lilly) COST (Costco) CTRA (Coterra Energy) META (Meta Platforms / Facebook) EMR (Emerson Electric Company) HAL (Halliburton) PG (Proctor & Gamble) TJX (TJX Companies) STZ (Constellation Brands)...

They bought EMC almost 10 years ago. That was a great move by Dell. They stole one of my best stocks from me, but I did get some Dell shares out of it which has been an adequate equity to own. However IBM (a Dell competitor) is quietly becoming a Big Dog again. They were fortunate to buy Redhat...

But buy from Cabela’s (Bass Pro), Academy, Walmart, or a local independent (I think Dick’s got woke and stoped selling guns). The manufacturers are under constant attacks from the Left and lawyers. I made the mistake of buying Smith and Wesson almost 4 years ago when they decided to move the HQ...

NVDA owns the AI space and that isn’t changing anytime soon. They’re still selling everything that they can produce while also not struggling to fill orders. They might lose a quarter or half of their value in a matter of weeks at some point, but how many more doubles will happen first? SMCI is...