Eng12345 Posted February 21 Posted February 21 5 hours ago, lnofeisone said: What's your thesis? BAH is a total mess internally. They are losing contracts and people are jumping ship. BAH is also pure gov play and don't have commercial contracts to offset (unlike ACN which lost $1.5B or so of contracts already). Honestly? I am no fan of the company and don't see it ever being a core holding. That said, I am of the opinion that despite all the hub bub surrounding all these different offices closing etc, most of the governmental work will still have to be done. Furthermore, there is a long history in the US of contractors ripping off the government. I expect that to continue or expand and no single administration is capable of changing that beast. Purely think it is oversold on a bunch of nothingburger nonsense. That's my thoughts from a macro view. To be honest, I haven't dove too much into the micro view yet.
Spekulatius Posted February 21 Posted February 21 (edited) 2 hours ago, Mephistopheles said: How do you get this? I am in NYC and I can't figure out how to access value line online via my library. It looks like I have to go in to look at it in person. You have to open an account in person at the NYC library or any satellite library to get a library account number. Then you can sign up for online access. It works the same way about everywhere. Edited February 21 by Spekulatius
sshr Posted February 21 Posted February 21 (edited) 2 hours ago, Mephistopheles said: Ah. thank you! I do have a card. I just had no idea we can do this. This is huge! Much appreciated Just curious, where did you get the link? From NYPL website. http://www.nypl.org/databases And search for “Value Line” I would bookmark the value line link for quick and easy access. And, also have the card number handy. You have to enter the number everytime you want to use value line. Edited February 21 by sshr
Spekulatius Posted February 21 Posted February 21 1 hour ago, sshr said: From NYPL website. http://www.nypl.org/databases And search for “Value Line” I would bookmark the value line link for quick and easy access. And, also have the card number handy. You have to enter the number everytime you want to use value line. Just have your browser save the # and password. Very easy.
moatrep Posted February 21 Posted February 21 (edited) Alphabet, Nvr, Smith and wesson. Pbf energy as an asset play. Small positions in Valero and croxs. Edited February 21 by moatrep
ValueMaven Posted February 21 Posted February 21 (edited) I bought some Booking - BKNG ($5,000). I'm amazed at their capital return program. Forcing myself to better follow the company. Edited February 21 by ValueMaven
rogermunibond Posted Wednesday at 04:35 PM Posted Wednesday at 04:35 PM MGPI bought back shares in q4 and the FY2025 guide isn't bad. Interesting buy.
sfbm21 Posted Wednesday at 05:12 PM Posted Wednesday at 05:12 PM 21 minutes ago, Parsad said: For now! He will go wherever the wind is beneath his sails. Remember, it was gigafactories in China previously. Then move everything to Texas. Originally, it was Canada that he's giving a big fuck you to now! Elon is in it for Elon...not Trump, not the USA, no one! The saving humanity shit is to move his agenda forward...some of that is exciting, some of that is God damn scary! Cheers! 54 minutes ago, Gregmal said: MGPI What is the catalyst down like 60% in a year
Gregmal Posted Wednesday at 05:22 PM Posted Wednesday at 05:22 PM 5 minutes ago, sfbm21 said: What is the catalyst down like 60% in a year Don’t need one. If we re anywhere near trough on the cycle as far as spirits and American whiskey go, current multiple is a bargain. It’s the gateway for entrepreneurs into the space as well. Saying this as someone who had it as a short from $110 til recently. Earnings and guidance are good enough here. Same as everyone and their mother says “if I can get it 30% cheaper I’d prefer that”, but grand scheme of things you’re getting decent value at these levels, with upside from eventual recovery or an acquisition not really factored in.
rogermunibond Posted Wednesday at 05:47 PM Posted Wednesday at 05:47 PM MGP's FY25 guide of $520-540M sales implies some big drops in Distilling and Branded segments. If Beam Suntory, BF, Sazerac, and HH drop prices to fight for share, could be hard on the so-so Lux Row brands.
Gregmal Posted Wednesday at 05:59 PM Posted Wednesday at 05:59 PM Sazerac isn’t dropping prices they’re just increasing supply which is a wild card. I don’t think big bourbon otherwise really competes with the craft segment or whatever they call it. It’s a strange space, but I do agree most of their brands are garbage. But garbage in the alcohol space works for some. I don’t think anyone buying Penelope would ever buy Jim Beam and vice versa. Same with stuff like JD.
Spekulatius Posted 22 hours ago Posted 22 hours ago Adding back GOOGL in accounts I sold it earlier and averaging up a bit on PYPL
Kizion Posted 4 hours ago Posted 4 hours ago On 10/8/2024 at 4:21 PM, CorpRaider said: MODG You added during recent decline? I came across the name in list of future spin offs, and remembered it was mentioned in "best ideas for 2025" topic.
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