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World Liberty Financial to Tokenize Trump International Hotel & Resort, Maldives, in Partnership with DarGlobal and Securitize/$CEPT
Mines of Dalarnia and Revolut
Which good business "staples" sector stocks are you looking into?
Darling Ingredients stock dips on profit miss (NYSE:DAR)
$SRNE diamond in the rough sorrento therapeutics
Watch List For 3/26/2021 -- Look you need to research 'Sector Rotation'.
The Company with $63 TRILLION of Assets that Robinhood CEO Vlad "Doesn't Really Know the Details of" and the $GME Scandal
This board is compromised! join in on the Gee em Eee subreddt
The $63 TRILLION Dollar Company that Robinhood CEO Vlad "Doesn't Really Know the Details of" and the $GME Scandal
The $63 TRILLION Dollar Company that Robinhood CEO Vlad "Doesn't Really Know the Details of" and the $GME Scandal
Mentions
DAR is agriculture/materials ( and biofuel). OPRA is software. AMBA based on what might be trend line. Low priority bcs it doesnt inspire confidence.
u/music_is_gud im thinking calls for nxpi, amba... calls DAR, OFRM if bad news ... and puts on opra if uncertain
Hi I’m the market DRRR DAR DRRRR ARRRRR ARRRRR
riding my MPWR, MU, and DAR positions
DAR (Darling Ingredients) a company that tans hides and renders fats. Because well, evil? Gross?
WM Waste management CGW invesco water ETF EVX vaneck environ services ETF CL Colgate DAR darling ingredients So yeah. There’s a theme there. They always bump slightly when the overall market drops
Used domestic cooking oil play! $DAR Yes, this is what it came to. Let’s pretend it’s normal
Darling ingredients DAR is the golden ticket
That intra day tweet was 1000% planned weeks ago. Mid September stocks like DAR ADM BGE were all sweeping hard simultaneously. Then they just faded off. I was trying to get more ADM today and it wasn’t filling. DAR I was able to avg down. Basically it pulled enough that my -60% bag sold a couple percent above break even. I dumped. My ADM and BGE are still baggy
And what the fuck does DAR do with it? Actually don't answer, I don't want to know
Darling Ingredients does not sell cooking oil for cooking; instead, its DAR PRO Solutions division collects and recycles used cooking oil from restaurants, transforming it into renewable diesel and other sustainable products.
If I understand right, it's *used* cooking oil that we get from China. And for what it's worth on this sub, the only tradeable company (that I've been able to find) that handles it domestically is DAR, up 5.4% at the end of the day.
ADM + DAR. Bought right as don dons post hit
looking into DAR for tomorrow
Used cooking oil, DAR is the right ticker. Added calls and shares
DAR calls for cooking oil.
Made $1500 off PFE and $800 off DNA. Something may pop with DAR. Also something may pop in the drone plays
We all need foods. So, I searched for US companies listed on both NASDAQ and NYSE that deal with corns and other foods ingredients such as soybeans and etc: $ANDE $GPRE $INGR $ADM $DAR Trade wars between China and the US affect the share prices in general but these costs are passed over to consumers which means Powell will unlikely to cut the interest if PPI and CPI increase while the new job figures remaining favourable.
Big move in biofuel anticipated. DAR DNA CLMT running
So far I think I’ve handled it well. Sold NVO overnight between 81-80. Bought ARM 133-134. Sold 137. DAR popped overnight sold for $3k profit. Now using all this money to buy dips
Have you bought your DAR yolo’s today?
My puts went KA BOOM!!! bye bye 1k USD. I mean I still have them valid till 17. Might as well keep them who cares. DAMN YOU AGCO AND DAR!!
A lot to unpack here: Firstly, you came at me with “you don’t know what you’re doing and I’ll have more money than you” attitude. I simply came back with your exact same attitude with my “I do all that too, but I also invest long-term into leveraged index funds”. Didn’t say I was special at all. BTW, if you back test my IRA portfolio for the past 15 years, $10,000 turns into $120k and SPY turns into $60k. May want to actually learn something with this. Regarding my stock holdings, I actively trade my stocks. I look for companies that I believe have a future. If they prove to not have a future, I bail out. In other words, that isn’t even my portfolio anymore. I also couldn’t help but notice you didn’t mention any of my other holdings, trying to fit a narrative much? Regarding my comment 200 days ago, on 9/16 SPY closed at $562.84. On Friday it closed at $562.81. Now THAT’s hilarious. What ultimately cracks me up the most about this post though is how much of your day you spent obsessing with my comment history. Considering the fact that I sold all of my DAR last fall and haven’t mentioned it since, you must have a lot of free time on your hands.
I was and my bear-DAR is flashing red lights right now. Sooo… puts.
I sold out of DAR like a year ago, but it still hangs out on my watchlist. It seems crazy oversold. Nearing its 52 week lows. Probably won’t buy back in because of its debt, but it’s down like 11% in a week because of management changes? (Retirement with a planned handoff)
What I own that are just individual stocks (doesn't include my ETFs): ABT - just trying to make some money but I don't think it's a long hold ABBV - I'll hold for as long as it makes sense DAR - I might be crazy but I still believe this company has a future and, while I'm at a small loss, I will give it way more time. LOGI -sold half my shares the other day, still haven't decided on the rest NCLH - bought it for options trading but I've been sitting on the fence before I make a decision PL - another option purchase but I don't know, I think I'll stick around for awhile REGN - I hope this stock is the Microsoft of biotech. As of now, it's the smartest purchase I've ever made. WDFC - it's a negative beta stock. Unless something happens to the business, I can't see ever getting rid of it.
I was in DAR, but dumped them for better opportunities. I do like marketplace actually, but I'm a few days behind. I've had a full listening queue recently. Marketplace is my driving home from the kids school filler, but it's vacation week....so I haven't heard that episode yet! Agree about HVAC still. Data centers and climate change are dual growth drivers.
I think we’ve talked about them, but I don’t own them. Still think HVAC is a great place to be putting money to work. Are you a fan of marketplace at all? They started anew series for the podcast where they are looking at how IRA money is being spent and the first episode is on bio jetfeul. I don’t remember if you’re in DAR or not, but figured it might leak your interest. https://www.marketplace.org/2024/02/22/sustainable-aviation-fuel-biden-inflation-reduction-act/
> At least four brokerages downgraded ADM's stock after the SEC request, and the company cut its adjusted earnings forecast to $6.90 per share for the fiscal year ended December, 2023 from an "excess of $7 a share" earlier. > "If (the) issue is just transfer pricing (tax avoidance), it shouldn't change 2024 EPS outlook. ADM likely can continue buybacks and close recent acquisitions despite investigation," said analysts at BMO. > Until investors have more clarity as to what exactly went wrong with ADM's nutrition segment accounting, UBS analysts said traders could turn to shares of Darling Ingredients (DAR.N), and rival grain merchant Bunge Global (BG.N). Doesn’t look good regardless with all the downgrades.
How what are some of everyone's winners this year? AMR was my big one, right around a double on the year before I sold out . COKE now up 80% since I bought it. Not so good...DAR. lost a ton on that before I sold it. My predictions for next year: RSP outperforms SPY because of.the magnificent 7 underperforming. The market has overshot a bit on rates. I could see a small pullback starting in January as rates bump up. Otherwise, who knows. I hope everyone has a good New year and let's try to make money next year!
When people were talking about DAR in here. Debt was the biggest thing holding me back I think.
I think I'm the last loser in here still holding $DAR Estimated $1.13 per share Actual $0.77 per share revenue of $1.63 billion expected $1.8 billion Already -4.53% AH
Well, I capitulated. Sold out of DAR. It fell apart, technically, and the debt load was concerning. Took the loss and moved on ... Used the cash to buy CPRT. No debt, huge growth, and it's only competition slowly melting down. I love CPRT.
DAR estimates getting revised down... Maybe the market isn't liking their debt load? No idea, but I'm debating pulling the plug, cutting losses and moving on. I have a number of more interesting ideas at this point.
I will take a look and post back here. Take a look at any of my top picks- DAR, CSIQ, JKS, and FSI
I have a watchlist a mile long. Things getting close to a buy for me: PAC DAR (I own this one, but it's super cheap) NSSC (I own this one too) BRO CPRT CSWI MEDP GWW
BRO is getting dragged down with financials and is starting to look interesting. DAR getting dragged down with green energy names also looks really cheap.
I did a little review of my DAR position. I noticed longer term growth estimates have come down, but the stock is obscenely cheap.
I think just general market sentiment. My best guess is investors aren’t sure how the June biofuel mandates will effect DAR. I don’t think it will have a negative impact imo.
Remember back in Jan 8 when DAR said they expect a 20% return in 2023? Pepperidge Farm remembers. I’m still a believer in it long term, but I’m pretty salty that it’s at -18% YTD.
Mine was the exact opposite: I think DAR has a great product and an excellently run company with good prphits, it's just the management is incompentnent af and personally it's just being held back a ton.
I haven't seen it, but I'll watch when I get a chance! I do like businesses that are finding ways to repurpose or recycle existing items. ELA is interesting. WINA too, for their second hand stores. DAR too for their rendering waste collection.
No idea why DAR decided to jump 8% this morning, but happy to see it!
That's basically what happened with DAR. Low teens growth, missed on revenue. Oh well.
Always a nice day when your two biggest positions (CLH and MPC) hit new ATHs. Stinks when 3 and 5 (DAR and UFPT) try to cancel it out.
DAR earnings from yesterday Net income of $252.4 million, or $1.55 per GAAP diluted share Net sales of $1.8 billion Combined adjusted EBITDA of $508.3 million, $526.8 million excluding one-time Gelnex inventory negative impact Global ingredients business EBITDA of $260.9 million Received $101.4 million in cash dividends in Q2, and additional $62.2 million in cash dividends subsequent to quarter close from Diamond Green Diesel Repurchased $9.1 million of common stock
I'm starting to see my peripheral names move too. MUSA up big today (gas station) and DAR (refinery). You must be having a great day with the AMR move!
Not sure if someone else brought this up already but going back to look at VLO earnings call, part of why DAR has rallied could be: "Our Renewable Diesel segment set records for operating income and sales volumes in the second quarter, driven by incremental production volumes from Diamond Green Diesel, Port Arthur. The Diamond Green Diesel sustainable aviation fuel project at Port Arthur is progressing on schedule." Should be solid for DAR as well
DAR up AH because they released their 2022 Sustainability Progress Report. This is the day that just keeps giving to my portfolio.
MPC and FANG. Tangent plays I have DAR and MUSA.
I've been told.that the offshore plays are a big bet on very high oil prices. Since most of them have a high break even point (offshore is expensive) they need high prices to make money. When prices are high, they are very good. Otherwise, I like the lowest cost producers. CNQ is a great one. I own FANG, and flirted with PXD. If you really want leverage on high prices, the small E&P names are risky but offer more upside. I decided to go with a bigger name. If I was buying today, I'd go CNQ. I also like the idea of TPL since they just get royalties and benefit a lot from high prices, but I can't get past their shareholder squabble at this point. I also went with a lot of names that benefit from high oil prices, DAR, MPC, and MUSA do really well with high gas prices. MPC is the only true energy name (it's almost a multibagger for me at this point). LNG is another one I owned last year, but cut out as I shed some energy exposure. I still like it though. Also, coal prices tend to follow oil prices, so that's nice.
If there is, I haven't figured it out yet. The shortage has actually been ongoing for years, but like many things covid really accelerated it. My next thought was Boeing/Airbus because airlines would want more, larger aircraft. However, I've been reading that isn't the case as of right now. Partly because overseas demand is lower too. As an aside, I own DAR so this comes up, biofuels are one of the few ways to lower aircraft emissions at this point. A lot of carriers are trying to get in on biofuels to meet emissions goals.
I have been buying PYPL, BABA, RPRX, CSIQ, and DAR still. I think all of those are very reasonable looking at these prices.
Well, RICK cancelled our great days for for energy names MUSA, DAR, FANG, and MPC. Bummer.
Yeah, I also have a ton of energy and related names. I'm probably 20% in energy and materials. More if you count DAR as energy. I did very well last year and trimmed actually. I was at 30%+ last summer (a lot of decliners in other sectors brought that up). In all fairness, that percentage is just my self run portfolio, so I'm fine being high. Most of my investment is in a 401k which is just index funds.
$DAR and my semis doing pretty good today too
Critical mineral suppliers, construction companies (look at the enormous increase in spending thanks to IRA / Infrastructure Bill)--maybe CRH for its asphalt/concrete, any kind of renewable energy company that will benefit from IRA tax credits (e.g. battery makers), fiber broadband companies (I own CLFD, set to benefit from BEAD + RDOF spending), sustainable fuel ($DAR might be an example?)
Explanation for DAR plunge: >The Biden administration reportedly will require oil refiners to blend less ethanol than expected into their products for the next three years, sending shares of ethanol producers and grain handlers lower in the final hour of Tuesday's trading. >According to Reuters, the Environmental Protection Agency plans to finalize biofuel blending volumes at 20.94B gallons in 2023, 21.54B gallons in 2024 and 22.33B gallons in 2025. >The finalized volumes include 15B gallons of conventional biofuels such as ethanol in 2023, 2024 and 2025, which represents a decline from a December proposal that would have required oil refiners to add 20.82B gallons of biofuels to their fuel in 2023, 21.87B gallons in 2024, and 22.68B gallons in 2025, including 15.25B gallons of conventional ethanol in 2024 and 2025. >The final rule marks a new phase in the U.S. Renewable Fuel Standard program; the EPA is expected make its announcement on Wednesday.
UFPT going parabolic on increasing volume. Absolute unit. DAR, we need to talk. However, huge volume up at the close after that late session crash. That had to be some algorithm selling.
My understanding in the US is that virtually no capacity is coming online for refineries (we import a lot of refined products already) other than bio fuels (DAR, my homie). Even overseas refineries can't compete well in the US because of shipping costs, or so is my understanding. Crude $80-90 is the sweet spot to collect dividends. Massively profitable, but not so hyped that the share prices really run up. That I'd hold through the next cycle. Another hype spike though I'd bail ($120+). This fall could be interesting. There's a lot of whispering again about European energy problems. Like you said, if those go crazy again, energy will run. Fall is also when a lot of Asian demand could be picking up too, if you believe analysts.
Any reason in particular DAR plummeted 7-9%
I've said the same about DAR for a year. Oh well.
Happy buying opportunity day everyone. Today I’m opening a position in GPK and doubling my position in BWA because it dipped down 4% to my average. My portfolio is up .11% because my portfolio is pretty much exactly half and half in red and green. Shoutout to my big greens: AMR and RYCEY. Thumbs down to the red who I’m still long on but continues to disappoint short-term: DAR. I’d buy more of you if I didn’t already have such a big position homey.
Yeah, I still own it, even though it's been a dud lately. I think DAR is turning around though. I look forward to your commodities info. It's always a refreshing change from the big tech talk.
Lol, timing does matter a lot. The best time is right before market opens, as the non-US folks who are staying up to see market open see it as do US folk just starting their day. At least you have been giving me nice comments on my posts for a long time now. In fact, if you remember way back when I made [this pots about diesel](https://www.reddit.com/r/stocks/comments/uklg1n/forget_gasoline_diesel_is_even_more_important_to/), I remember your DAR recommendation.
I really like DAR, but it doesn't actually trade like a staples stock. They have a lot of investment in bio diesel refineries too. It's really all over the map. Great company, but not a staple.
I believe DAR got an upgrade today.
Darling and Microchip both oddly strong today, DAR above its 200 day moving average now too
CVCO is my play on housing. Modular construction is much cheaper than sight built homes, and it's trading around half it's historical multiples. DAR keeps coming up with no ways to expand their operations, and is very cheap for their growth. CLH, not that expensive waste management company. They also specialize in industrial waste, so it's a nice reshoring play. UFPT. It's been on an absolute tear, but 25x earnings for a company with medical customers and 20% eps growth still isn't that expensive. RICK. Adult entertainment operator. They have a long runway to acquire more gentleman's clubs across the country, and once established, most communities have zoning rules preventing competition from coming in. I have positions on all of these.
MPC, VRTX, CLH, DAR, UFPT. All about equal weight at this point for 28% of my actively managed portfolio.
Just recently bought into DAR. What a gem.
You too, $DAR is one of my new portfolio favorites to follow because of you.
LPLA I feel is unfairly beat down by association with banking (although like SCHW there is reason to be somewhat concerned about cash sweep accounts status with the flight to safety/money markets) and DAR has a lot of interesting verticals they are operating within including biofuel and insect protein. Both are at 11 FWD pes with 12% FWD cagr on EPS according to consensus
$LPLA and $DAR are my two lowest PE non-tech companies with decent growth and prospects
DAR earnings EPS $1.14 beats $0.99 estimate. Sales $1.79 billion beat $1.62 estimate Optimistic guidance on diamond green diesel for this year.
I'd love to see DAR rip. It seems very cheap, bit lower diesel prices might be a drag.
$DAR and $TWLO tonight after $DOCN this morning, lots of fun in my port today
Curious if you still like DAR. Thinking about getting into the stock soon
* INMD: interesting pick, unfortunately not a lot of data available yet * CLFD looks expensive though * MED only looks cheap if you happen to think that their rev/oper income/net income stays as elevated as it's been over the last 3-4 years * Same with DAR, what their volatile margins and issuance of shares every now and then; by the way, EPS has been flat between 1995 and 2018 * Somewhat similar with ADSK. If you believe their rev/net income will keep rising as fast as over the last 5 years… at least Autodesk has kept shares outstanding flat
the first non-meta, off the rails stock yet mentioned here. It's pretty much the only credible non-mainstream stock besides DAR that's normally accepted here
There is value out there. Look at INMD, CLFD, MED, DAR, ADSK and HZO
/u/creemeeseason Your favorite pick $DAR [got put on a Goldman Sachs list of buy-rated quality cash flow stocks](https://twitter.com/ecommerceshares/status/1643351016711106568?s=20)
First off, what did you use to make that chart? Second, healthcare is weird. Lots of really big, low growth names, and lots of fast growing names. It's easy to just ignore it. I've pared down to 15% energy, 20 if you count tangent pays (DAR, AMR, etc). I was up to 25% last June.
Valero (VLO) and Darling (DAR) are building a bio-jet fuel refinery as we speak. MPC is also working on something.
Almost every major oil refinery has something. DAR too, if you want less energy exposure.
is DAR the ticker? Seems to be food company Good picks
CVS. Trading around 8x next year's earnings. I e been questioning their last acquisitions, but is gotten so cheap now. Once this shows signs of bottoming, I'll add more. AWK. A water utility that grows 8-9% annually, plus a dividend. Very defensive, but a little pricey still. DAR. Getting drilled because of the fall in energy companies, but I don't see refinery demand, especially Diesel demand dropping soon. Thinking of adding more. Currently around 11x last year's earnings, with double digit growth forecast. Thinking of adding. USLM- well run limestone producer trading under 10x EV/EBITDA. (they have a ton of cash on hand and no debt). Nice play on construction in the south.
because Someone needs to see this: DAR