All things STOCKS

#3,330
#3,330
JFreak said:
Anyone have any favorite bank stocks? Looking at BAC.
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It's hard to argue with BAC, but I like where PNC is positioned after the sale of their Blackrock stake. They are very well positioned for an acquisition of either another bank to grow their footprint, or a fintech of some sort. On the investment side I like JPM.
 
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#3,332
#3,332
Does anyone have a pure play on moving companies? With evictions starting back up along with the movement away from population centers post covid and the real advent of telecommuting, I think moving companies will outperform in the next 12 months. U-Haul is tied to their parent company which is in commercial real estate, and Pods and 2 men and a truck are private. Are there any obvious plays that I'm missing?
 
#3,333
#3,333
TheColdVolTruth said:
Does anyone have a pure play on moving companies? With evictions starting back up along with the movement away from population centers post covid and the real advent of telecommuting, I think moving companies will outperform in the next 12 months. U-Haul is tied to their parent company which is in commercial real estate, and Pods and 2 men and a truck are private. Are there any obvious plays that I'm missing?
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Public Storage of America is in the self storage business. (PSA)

It's 20% below its pre-covid high and right at 40% off 52 week high.
 
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#3,336
#3,336
TheColdVolTruth said:
Does anyone have a pure play on moving companies? With evictions starting back up along with the movement away from population centers post covid and the real advent of telecommuting, I think moving companies will outperform in the next 12 months. U-Haul is tied to their parent company which is in commercial real estate, and Pods and 2 men and a truck are private. Are there any obvious plays that I'm missing?
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Budget Truck rentals is a division of Avis (CAR).
 
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#3,338
#3,338
Thunder Good-Oil said:
Budget Truck rentals is a division of Avis (CAR).
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I looked at them today, but I worry about their car rental business. I don't know when/if business travel will return to pre-covid levels. I saw today that Ryder is publicly traded, but I honestly didn't know they were still in business. I can't remember the last time I saw a Ryder truck on the road.
 
#3,339
#3,339
TheColdVolTruth said:
I looked at them today, but I worry about their car rental business. I don't know when/if business travel will return to pre-covid levels. I saw today that Ryder is publicly traded, but I honestly didn't know they were still in business. I can't remember the last time I saw a Ryder truck on the road.
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Ryder just leases trucks to companies. Their old business of one way truck rentals is now part of Avis-Budget.
 
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#3,341
#3,341
Orange_Vol1321 said:
Anybody have SHLL on their radar? An acquisition holding that's going to turn in to Hyliion. They don't plan on making EV semi's, they plan on converting existing diesel over to EV. I meant to get in for a few at 15 earlier this morning and it hit a high of 18.29 and has even went up +1.50 to 19.79 in AH. The merger is complete in Q3.

Hyliion: Class 8 Tractor Trailer Electrification.
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I think this is to high of a buy currently because of the FOMO crowd. I think this will drop to around 12 in another montn when the merger dust settles.
 
#3,349
#3,349
WYY looking like it wants to move soon. Other forums I read have people hot on it. Up 200% on EPS over the last year. May sell off my DIS stock since it's not moving and get into WYY.
 
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