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2020 ideas

i have like 1 solid one. recent layoffs for it. which aint a good sign. but its a consistent earner.

another 1. a consistent earner, but revenues recently took a dip. they attributing to trade war issues.

but it seems majority of market is at bs prices.

I love my cheese. I got to have my cheddar.

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Are you going to make us ask?

lol i’ll say it next week. what yall getting though? i just want to compare with other idea yall got. cuz i aint seeing ****.

I love my cheese. I got to have my cheddar.

Ain’t seen anything from you either… 

bi**h move

"You want a quote? Haven’t I written enough already???"


“Mmmmmm, something…” - H. Simpson

I would trust Nery’s base instinct, even if he is too much of a b*tch to follow through on SNAP and similar. You should be a sell side analyst - more of an idea person!

“Visit the Water Cooler forum on Analyst Forum. It is the best forum.”
- Everyone

Since no one has thrown anything out there, CXW.

We’re gonna win so much, you may even get tired of winning. And you’ll say, 'Please, please. It’s too much winning. We can’t take it anymore. Mr. President, it’s too much.' And I’ll say, 'No, it isn’t!' We have to keep winning!

Dear Nery,

1) I got a retailer, fast growth, profitable, trading at fantastic multiples.

HP:  CXW / GEO. Was just thinking about these, with very low rates and Trump likely to be reelected, I like those!

i personally dont like retailers. too hard to tell when **** flops not even due to market cycle, but just cuz there is a secular change. too many have died and are dying. it seems the best retailers nowadays are anything related to discounters. and most other cos that are cheap are highly levered.

prison reits. i checked them out a while bnack.there was a cnbc special on this just last week. business isndier had somethign similar a while back too.

looking at pe multiples alone, it looks like good value. cxw has more consistent earnigns and is levered. but the leverage on them is still off the charts. debt is literally 10x earnigns/cashflow.

anyways i try to avoid anything with debt!

I love my cheese. I got to have my cheddar.

what you all think of ctsh? lets discuss. biggest news i think is they are laying off 3% of employees net. they are focusing on sales and digital cloud moving forward. retooling their employees.

I love my cheese. I got to have my cheddar.

Buying NFLX tomorrow. Hopefully it doesn’t pop too far from where it closed today.

¯\_(ツ)_/¯ It be like that sometimes.

My goal is to build a portfolio so diversified it returns exactly 0%.