DON'T BUY
They should have done the secondary offering (which they did last week) when shares were higher.
Transportation
SELL
A painful one. He doesn't like their business model, their last quarter or their pre-announcement.
Technology
BUY
A good, consistent business (REIT) and pays a 5% dividend.
other services
DON'T BUY
Shares plunged today and have been in free-fall for ages. A good company, but lousy stock, Managers rode the pandemic boom in grilling/BBQs by going public with this company. The problem is, you need only one grill and these grills last a long time. You buy them once. There's a grill glut. You can only hope that this will be taken over. They carry $1.2 billion debt. Shares are still too high. Weak YOY sales.
Consumer Products
DON'T BUY
Share have been falling for a while after booming during the lockdowns when people bought grills and BBQs. Now, that's over. Also, they carry around $385 million debt and are valued roughly that much. The only hope is that they get taken over by a bigger company, but doubtful given the debt. Weak YOY sales, too.
Consumer Products