Reddit Posts
Googling stock charts and getting weird foreign exchange tickers
Insider Trading Weekly Update #024: $DDOG CEO, $AA CFO Dump Shares, Largest Trades + Sector and Market Cap Overviews From The Past Week
o where do I stand.. week ending 12-2
$URI SMA10 & SMA20 Crossover YTD (4.5% Gainer) OceanAlgorithm.com
Is This The Real United Wholesale Mortgage Website Account
Overlooked stocks that supply growing industries
Hurricane Ida is "Worst in 170 Years" How to Bankroll the Destruction Like an Ape King
Hurricane Ida is "Worst in 170 Years" How to Bankroll the Destruction Like an Ape King
Hurricane Ida "Worst in 170 Years" How to Bankroll The Destruction Like an Ape King
URI undervalued, target 350+. URI seems to be a perfect long-term investment as investors get in
Why are material and infrastructure stocks falling this month?
Why are material and infrastructure stocks falling this month?
Explain to me how infrastructure stocks won't continue to grow exponentially over the next 2-3 years
Explain to me how infrastructure stocks won't continue to grow exponentially over the next 2-3 years
Mentions
Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.
Puts on URI till they end this govt shut down, uri going down to 800 if this shutdown last long enough. don’t say I didn’t try to help ya
URI I fucking love you
URI. Bought in 2020 for (apprx) $175 per share. Today it closed at $945.26
So the geniuses in government decided to slap a tariff on steel, which means the price of all the big yellow toys (excavators, loaders, etc.) is about to go to the goddamn moon. We're talking a potential 35% hike on a new half-million-dollar machine. Now, do you think construction companies, who run on razor-thin margins, are just gonna bend over and pay 35% more for a shiny new Caterpillar? HELL. NO. Their CFOs would rather light a pile of cash on fire. New equipment sales are going to fall off a cliff. This is what we in the business call "demand destruction." So where does all that money go? Smart apes follow the money. The Used Market: Every construction foreman in the country is going to be panic-buying used equipment. The price of a 5-year-old excavator with 10,000 hours on it is about to look like a steal. They'll pay a fortune to keep their projects running. The Rental Fleet: Why buy the cow when you can get the milk for a fraction of the price? Companies will rent EVERYTHING. Why take on a massive new loan when you can just rent a machine for the 6-month job? Rental fleet utilization is going to spike like crazy. The Repair Bay: They will keep their ancient, rusty machines alive with duct tape and prayers. "The engine is smoking?" Slap some new parts in it. "The hydraulics are leaking?" More fluid! The demand for parts and service will be insane. THE PLAY - HOW WE GET OUR TENDIES: Forget shorting the manufacturers, that's complicated. The real play is to go long on the companies that will clean up from this chaos. United Rentals ($URI): This is the king. The 800-pound gorilla of the rental world. They have the largest fleet on the planet. Their phones are going to be melting. This is the most obvious 🚀 in the entire play. Ritchie Bros. Auctioneers ($RBA): Where do you think everyone will be fighting over used gear? RBA is the world's biggest auction house for heavy equipment. They are literally the casino for this shift, and the house always wins. They take a cut of every single inflated sale. Herc Holdings ($HRI): Another huge rental player. Think of it as URI's little brother who also hits the gym. A solid choice if you want to diversify your rental bets. This isn't a guess, it's an inevitability. The government has created a market distortion, and we're here to profit from it. New equipment is out, used and rental is in. Load up on URI and RBA. This is not financial advice, I eat crayons for a living. To the moon. 🚀🚀🚀
I going with $URI that’s blowing up for some reason
this sounds about right industry that he would do. he is missing an industry stock in his portfolio.. but not URI, too well known.
Best thing about BRK. If they like pharma they’ll buy it. It’s going to consolidate for a while then take another leg up. Now is a great time to be buying Brk.(always is but def right now and next few months as it continues to adjust back to a normal price) If you want a more diverse play buy some XLF. Financials should do well and when AI really hits the banks. Another play URI(it is expensive). You want AI. They build data centers. They build energy. They build buildings. They build whatever. Buy the pick and Axe. Hold It forever if you do. Good luck
Growth stocks. Currently, CRWD, AXON, GOOGL, NVDA, EA, LLY, AMZN, URI, PGR, MPWR.
QXO. Oh, it’s not one of the other tickers you’ve heard of? The billionaire who runs QXO started URI. Oh, haven’t heard of URI? Go look at the chart. Their stock out-performed GOOG and AAPL on percent returns the past 10 years. QXO, now $22, will be $500 in 5-10 years IMO. Another mention is METI. Their percent returns are insane and likely to continue.
I like GEV, Google, IBM, HON and URI. I think that Intel, NEE, and Hasbro struggle a bit.
10-20 year plays are generally better in an ETF because it’s diversified. Better in the sense that individual stocks sometimes fall out of favor or the management team fucks up or the product updates aren’t what customers want or some new product comes out from a competitor etc… Or in the case of hype / meme stocks like Palantir, a rug pull happens after price has shot up a huge amount for no real reason. That said, out of the stocks you mentioned, Apple hasn’t been performing super well for the last year but is still a great company. Nvidia is definitely doing well and is expected to continue its hyper growth for the next year or so. TSMC is a good bet too. But there are plenty of other good stocks like Costco, URI JPM etc that aren’t in the hype cycle and perform well. Remember that building wealth is a long term game. Chasing rocketing stocks, the rocket often fizzles out and come back to earth. Good if you can time it right. Money loosing if you can’t. If you’re going to pick stocks, it’s best to keep on top of prices and future outlook. Doable if you have time. Good luck bud!
I'm in WM, ETN, and Fedex, no particular sub sector I'm looking at. Kicking the tires on URI, GE, maybe CSX. I don't want builders or professional services.
not really? I am too late for more electricals, not interested in things like professional services, right now I'm kicking the tires on URI and GE but also looking into some defense names. I'm not looking for a core holding, just something to round me out. I'm in WM, ETN, and Fedex atm.
I actually don't really follow the company too much, but more of a bell weather company in terms watching earnings to get insight into other sectors/things I invest in. They are pretty small player in the space. URI is also interesting too if you are looking for something that is off the highs and just a great compounder. Another Brad Jacobs roll up company.
A little contrarian and I’m willing to be patient on these - truckers: MRTN SAIA JBHT ODFL Everyone thinks European defense is the hot new thing. But HII has a much more room to move IMO. “Picks and shovels” is a theme that should continue to work: ENTG, URI, OKE, TMO, VMC
This sub loves just regurgitating the same mag 7 names over and over lol. Names I like: PANW, CRWD, URI, LMT, VST, and MRNA
I've been rebalancing since August 24' Slowly transitioning between individual stocks and ETFs. Equities to Bond/Cash equivalent. Last rebalancing occurred end Jan, selling 25% of NVDA and 15% of my Visa, for SCHD/SCHG/BIL, 35%/25%/40%. Added small position in the VIX to hedge. Maintaining DCAing into value, international but keeping any growth allocation in cash equivalents right now. Not trying to time the market, but conscious of the 200dma and how we crashed through that today. I don't see the need to avoid technicals. I'm looking for a capitulation day, fall like today on heavier volume, maybe show a mid day reversal. Likely add to Alphabet, Amazon if we see another 5-10% drawdown and I'm well positioned with those companies currently if that doesn't happen. Times like these are perfect opportunities to start a wish list. Sane thing I did in 2020, adding GS, URI, SHOP, to the long-term portfolio.
URI has close to 50% upside to ATH
Calls on URI because we are going to need a lot of equipment to clean up this 🥭Mess
Perhaps URI thought the price was too high and that’s why they didn’t submit a revised proposal? I’m not saying that’s the case, but URI has been good to me for years I have to trust management. Not opposed to a position in HRI, but def wouldn’t sell my URI either.
This looks fairly valued compared to URI similar P/s, P/E and P/ FCF but much higher D/E 3.5 and lower margins. That's pretty high and I assume they are going to take on even more debt or going to dilute itself. What's the reason to buy this over URI?
Yep! The combined merger with [HEES](https://stocktwits.com/symbol/HEES) will have over 700 locations. more than half of $URI. and one TENTH the market cap... :)
Coming from someone with an extensive portfolio (thousands of equities spread across multiple accounts) I can tell you my management companies are designed to focus on sectors of the market, and they all have different strategies depending on their goals. Some manage just large cap stocks, others mid caps, another my internationals for instance. For instance my "income" account is about 30 solid large cap funds that always produce. They do not trade from this account. It is just "buy & hold" for the long term as opposed to... Another one of my accounts which is managed on a day to day basis with active trades daily. Most equities hold 5 and 6 figures of value (Like NVDIA, MS, APPL, URI, TSM, DHI, LEN, CAT, GS, PLTR for my top 10) some others only a few thousand, but there a lot of them. Depending on the managers strategy they determine what needs to be adjusted. For instance: every time my NVDIA hits $100k we peel some off of the top and reinvest it to rebalance the portfolio. This is not a "normal" account that most ppl would have but it was started in the 1980s and has diversified to the point where PE is now my hedge against stocks & bonds.
and GS, and JPM, and URI, shall I go on?
Oh for sure, I will say that BingAI isn’t good for really anything tbh. With Claude, if you ran into that issue, it’d just require you asking about it, maybe including a screenshot of the error. I ran that request through Claude for you, let me know what you think (this will just be a copy/paste btw) I’ll help you create a Java program that validates XML against an XSD schema. > import javax.xml.XMLConstants; import javax.xml.transform.Source; import javax.xml.transform.stream.StreamSource; import javax.xml.validation.Schema; import javax.xml.validation.SchemaFactory; import javax.xml.validation.Validator; import java.io.File; import java.io.IOException; import org.xml.sax.SAXException; public class XMLValidator { public static void validateXMLSchema(String xsdPath, String xmlPath) { try { // Create SchemaFactory SchemaFactory factory = SchemaFactory .newInstance(XMLConstants.W3C_XML_SCHEMA_NS_URI); // Create Schema Schema schema = factory.newSchema(new File(xsdPath)); // Create Validator Validator validator = schema.newValidator(); // Create Source from XML file Source source = new StreamSource(new File(xmlPath)); // Validate validator.validate(source); System.out.println(xmlPath + “ is valid against “ + xsdPath); } catch (SAXException e) { System.out.println(“Validation Error: “ + e.getMessage()); } catch (IOException e) { System.out.println(“IO Error: “ + e.getMessage()); } } public static void main(String[] args) { // Example usage String xsdPath = “path/to/schema.xsd”; String xmlPath = “path/to/file.xml”; validateXMLSchema(xsdPath, xmlPath); } } Here’s how to use this validator: 1. First, make sure you have your XSD schema file and XML file ready 2. Update the `xsdPath` and `xmlPath` variables with your actual file paths 3. Run the program For example, if you have these sample files: Sample XSD (schema.xsd): ```xml <?xml version=“1.0” encoding=“UTF-8”?> <xs:schema xmlns:xs=“http://www.w3.org/2001/XMLSchema”> <xs:element name=“employee”> <xs:complexType> <xs:sequence> <xs:element name=“name” type=“xs:string”/> <xs:element name=“age” type=“xs:integer”/> </xs:sequence> </xs:complexType> </xs:element> </xs:schema> ``` Sample XML (employee.xml): ```xml <?xml version=“1.0” encoding=“UTF-8”?> <employee> <name>John Doe</name> <age>30</age> </employee> ``` The validator will: 1. Load the XSD schema 2. Create a validator instance 3. Validate the XML against the schema 4. Print success message if valid 5. Print detailed error message if invalid Would you like me to add any additional features, such as: - Batch validation of multiple XML files - More detailed error reporting - Custom validation rules - Support for different schema languages?
URI blow off top yesterday?
The market will always go higher in the long run, I am only talking about individual stocks. Like GE, URI, CAT....I plan on holding the ETFs in my trading account
I added EXP, URI, TT
I added EXP, URI, TT
GNRC, HD, LOW, URI, HUBB maybe 🤔
I think best bull bet is actually energy stocks since this will disrupt gulf of mexico oil production. One state is not going to move the needle for Generac or URI or HD etc...
URI doesn't look like a great buy
It just strengthened very recently which hasn't been priced in. Also the track of a storm isn't known well until much later in its development. That's why you see $GNRC, $HUBB & $URI all suddenly rallied in the late session today. This is only now starting to get priced in. It will take a couple more weeks to get in priced in completely.
CAVA and URI was not expecting to gain 100%+ in under a year
URI. I bought at the beginning of the capital return announcement and it has far exceeded expectations
Look at URI 1 year chart.🤑🤑🤑🤑, it was a small position but it grew a lot. I remember adding at 350 last year. It and GE just keeps going
GE and URI are monsters 👺
I’m long WMS, but it could be volatile since it has seen most of its growth run in the past few years. Pretty high pe for the industry. Same goes for URI (rents out a lot of industrial equipment/vehicles). CAT like mentioned above is a solid Industrial stock in general, but like many Industrials can be quite volatile even if it’s sort of “THE” industrial equipment manufacturer still. Probably one of the safer long term options however, since eventually you need new equipment between larger building cycles and tech developments. So it has a solid long term ebb and flow market to attract new/existing buyers between new highs typically (past performance wise anyways).
You clearly didn't read a single thing about the company. I don't mean to be harsh but it's clear that you didn't. It's not a consulting company or a business application. It used to be but it was acquired by JPE (Brad Jacob's private equity). He is one of the best American executives that specializes in roll-up companies (10 bagger in a waste management company bought by $WM, founded $URI, Founded $XPO which spun off two other companies $RXO and $GXO). Now JPE bought $SSNT (the tech company) and changed it's ticker to $QXO and committed about 6.5 billion to use it to rollup companies in the building products distribution industry. It's price fell because it increased unrealistically after the buyout announcement and the fact that there were too few shares available for trading. As soon as the new JPE shares were available for trading the stock fell to a realistic price of about 1.2 book value (around 8 billion market cap to around 6.5 billion in cash).
There’s a bunch of industrial stonks i see that never go down but I feel like eventually they’ll be great shorts if you can hold shares. Some of these jumped up 50-80% in a year. URI, NVR, CTAS, AXON, HEI, GWW, TGD, TT, etc Anyone else take a shot at these?
$QXO has been melting up the last few days. Probably from a lot of talk about building more homes. This is a rollup company ran by Brad Jacobs, who ran URI and XPO. They are looking to be a roll up company for supplies for home builders.
Anyone else seeing URI down 12.8%. I’m seeing it two places. Yahoo finance is one
Swing trades on UNH, URI, CAT, XOM, WM, NFLX if you can find support are killer trades for me especially leading into earnings
🤷🏼, I am in CAT And URI. I don’t own DE
I worked for URI as a purchasing agent and they are mobbed up, same as UPS.
It's like you idiots have no idea about the intertwining of the construction industry, homebuilders, equipment manufacturers and equipment suppliers like URI. It's essentially a bet on housing. GLTM (good luck to me, fuck y'all)
An earlier comment got me thinking about URI. I worked for them years ago as a purchasing agent, and let me tell you they are corrupt as shit. Calls.
didn't work the way i wanted... stocks from screen.. done consistently well last 5 years. no tech. no LLY. S&P 500 (i think).. and i took out residential construction names from my earlier abortive attempt here are the symbols from the screen, AXON URI (see alot and for long time now) PWR (see alot) ODFL WSO PH IRM BLDR stocks that didn't make this screen but i see them all the time, Grainger Cintas Tractor Supply Progressive Paccar Vertiv (is technically an industrial but AI play) Trane
Nah just isn’t hitting the risk tolerance. Been on UNH from that turn around in the 499 I think last week ? Love UNH but def not for the faint of heart And it’s hitting a higher daily point today. CAT isn’t ready for the WL yet. Now URI? Yeah I’ve never traded that I will def look into it thanks so much man
Sleeping on UNH. CAT and URI are great non-tech rotations too
Look at URI one month chart
i bought the dip perfectly on URI but kept my size small. it’s been up 100% for some time. my highest so far
JPM $185, URI $627.5, SOFI $6, MGM $37.5 all 6/14. Whoopsy daisies did I do that 🧐
JPM $185, URI $627.5, SOFI $6, MGM $37.5 all 6/14. Whoopsy daisies did I do that 🧐
I think $SSNT is finally turning over to $QXO. [https://www.streetinsider.com/Globe+Newswire/QXO+Completes+%241+Billion+Equity+Investment/23330593.html](https://www.streetinsider.com/Globe+Newswire/QXO+Completes+%241+Billion+Equity+Investment/23330593.html) Should be an interesting company to watch. It's Brad Jacobs new roll up company, from $XPO and $URI. He was on odd lots talking about it, but looking to roll up a bunch of smaller regional home improvement companies. [https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture](https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture) >The business plan is based on that the infrastructure is very aging and there's got to be spent about two trillion dollars in order to fix it up. Whether that happens at this pace or that pace, or from this pocket or this pocket, it doesn't really matter. It's going to have to happen. Because so you mentioned you have a house in Connecticut, so you know what I'm talking about. Driving from Connecticut to the city is a bumpy ride. Says these things have to get fixed and or later. And then on residential, you look at residential, the average house is forty two years old. I mean when I was a kid, it was ten years old. That was an old house. So it's a lot of repair and modeling is going to happen. There nothing to do with the government, the governments. I don't think the government's not going to pay Tracey Alloway to repair and remodel your house. ... >I mentioned in the beginning that one of the big eye opening things is Tracy and I have learned more about these industries is how load tech communication is, and you know, freight brokerages where it's still based on phone I think we heard right right, Maybe facts is still or maybe in the last few years there's no more facts. I'm not sure. These websites and WhatsApp groups that you know super retro in building supply distribution. When you talk about how load tech it still is, you know, let's say Tracy works with some local provider of lumber or whatever she needs, Like, what is the process by which the current status quo these these goods are delivered to a regional distribution center or to her house.
Dear URI go the other way it’s been a week ☹️
I thought you actually said you were not going to buy URI or Netflix at that time because they had already run up so much. I interpreted you didn’t think they’d recover soon
Why did URI drop 6%? That's insane.
URI was a 70 at COVID lows
Chips or URI only sure bet.
URI is a little machine that keeps humming along
I’m not really searching for bottoms, and more focused on ETFs and specific stocks that have strong fundamentals. The same Microsoft, Netflix, Amazon, and a few cybersecurity companies. Everything else has run up a lot CAT, GE…URI.
aside from tech/chips ripping since last year, have people looked at some of the industrials? How can a move up of 30-80% be justified in 6 months on stuff like BLD, BLDR, CAT, URI, ETN, DHI, etc? These are solid companies but their gains also seem overblown for slow growth companies. I think a downtrend might hit those hard too.
You probably full port CAT and URI.
CAT GE URI have already run considerably.
I hope this market continues to rotate into my account, CAT, GE, URI, DE…..IWM
I've got to say that it has not been that extremely hard for me to beat the market and I started just in 2021. Since March 2021 I'm up about 15% on SPY. But I'm a nerd by trade (comp SCI) and do some research on earnings trends, margin trends, buybacks vs current valuations. If you want to hear more I guess I can message but if you are technically inclined it's definitely not a waste of time to try. Especially if you are young and still can take risk. The hardest part once you can do all the analysis I mention above is when to buy and when to sell. The first year I tried I sold everything too quickly and for no good reason other than it was up a lot. I sold several large positions that have just ran the last 2 years without me. Including BLDR, XPO, MNDY, ZS, GDDY, URI. I found all these plays on my own but didn't understand just holding.
NVDA LLY BLDR AVGO META Netflix GE all vertical with no pull backs. Look at URI and CAT. I didn’t know companies gained 100% in 9 months was normal.
I have a growing list of stocks I researched, bought, averages down for a bit maybe, then sold up 30-40%....then they had the gall to just keep going up without me. I think I'm doing pretty well stock picking after about 3 years doing it now but id be doing so much better if I held winners I thought we're good. XPO, BLDR, MNDY, ZS, URI, GDDY I don't think I'm doing it any more but those hurt. Sold most of those in the last year 20-30%+ below where they are now
Hopefully. I’ve watched so many just keep ripping and missing out. LLY ELF BLDR JBL GE URI NVDA AMD CMG… lots more. It’s like there’s a list these money managers have and that’s all they buying. Can’t make sense of anything
You own any URI or CAT?
Does URI ever have a red day?
I mean, look at URI, seems to be killing it lol. Yeah, I ended up buying the company where the share will spin off from, can't mention the name, since the marketcap is like 70M, but ended up buying 50 shares for 13 bucks in my IRA. It's not a huge position, but I'm sure it's going to do well once the name changes. I'm up like 24% in the past week.
Nice, yeah that ROAD swing play didn't really work out too well, which is a bummer, but lucky I moved in a few days before, so ended up breaking even on it. Yeah, i'm excited since Brad has a great track record. Like he did it with waste with United Waste, URI and XPO. Seems like he's got a great mind for figuring out where there is a lot of small businesses that could benefit by being rolled up.
It's a new Brad Jacob endevor. He help build like URI, XPO, GXO, RXO. He was on Odd Lot's talking about $QXO: [https://www.bloomberg.com/news/articles/2023-12-28/brad-jacobs-plans-to-make-billions-in-the-building-supply-industry?srnd=null](https://www.bloomberg.com/news/articles/2023-12-28/brad-jacobs-plans-to-make-billions-in-the-building-supply-industry?srnd=null) It's planning on being another roll up company, but for local builder and supplies. [https://www.qxo.com/](https://www.qxo.com/) >QXO plans to create a tech-forward industry leader in the building products distribution industry through accretive M&A and organic growth, including greenfield openings, with the goal of generating outsized stockholder value. Distributors of building products offer materials, finished goods, value-added solutions and expertise to a broad range of customers across residential, nonresidential, industrial and infrastructure end-markets. Their products are used extensively in new construction and in repair and remodeling. Key categories include access control, construction supplies, doors and windows, electrical components, fencing and decking, HVAC, infrastructure, landscaping, lumber, plumbing, pools, roofing, siding and water, among others. I'm got in like last week, it's been on a run since then. I mean I see the growth in URI and XPO and I already invest a lot in this space. Funny enough, my dad was telling me KKR is now offering a private fund around a bunch of infrastructure companies they own. Like a lot of small mom and pops companies out there doing good business.
You would choose a stock that is most sensitive to interest rate movements. CAT and URI comes to mind as just a few. You would also be waiting for the right catalyst. March puts just after the FOMC meeting (March 22 expiration or beyond). Expectations are for no cuts in March, but JPow's Q&A at 2:30pm after the FOMC announcement can shock this market, especially if he mentions rate cuts beyond May's meeting. Of course, you can slowly add to such a position before or right after each of the data coming out from now until that March meeting.
Brad Jacob's isn't talked about a lot, but what a successful businessman. He's on the board of XPO, but also made a ton of money with United Wate Systems. He also created URI. I'm really interested in his new adventure, QXO. https://www.qxo.com/
You’ve been right on URI that’s for sure. I wish I’d bought in. I keep thinking everything is front loaded and chasing dips that keep dipping. My wrists are slit from all the fallen knives
That URI move was so big, I ended up selling some CAT and URI that day. Didn’t know what to think. BBB is just starting so they will be getting a lot of money soon
I need to look into his stuff more. That odd lots was excellent. I hadn't even heard of URI.