Benzinga

The ‘Boiler Room’ Inventory Pitch Recap: Nautilus, Uber, Lamar Promoting And Extra

Each Friday, at 3 p.m. ET, Ritholtz Wealth Administration CEO Josh Brown and Benzinga CEO Jason Raznick host “The Boiler Room,” a Clubhouse audio chat the place listeners can pitch their favourite inventory. Listed here are this week’s pitches. NLS: Sam pitched Nautilus Inc (NYSE: NLS), which closed at $19.66, up 0.051%. Nautilus is a marketer, developer, and producer of health gear manufacturers Bowflex, Fashionable Motion, Nautilus, Octane Health, Schwinn Health, and Common. Sam had a bullish outlook on the inventory due to the next causes: Apart from Peloton (NASDAQ: PTON), Nautilus is the one different public firm that sells exercise gear. The corporate could begin a subscription service that may generate recurring income. Inventory not reliant on individuals working from house; gyms are prone to retool amid reopening. “The market cap is $585 million and so they did $500 million in gross sales final yr,” stated Brown. “Why does Wall Avenue hate this inventory a lot?” “I don’t assume they have been doing job earlier than the pandemic,” he continued, “so they could have been in some debt and the expansion price was declining. However, clearly, because the pandemic, the stay-at-home would possibly assist the corporate flip round.” Raznick added that the earnings have been dangerous in February and the CEO stated they missed the Peloton wave. CLNE: Carlos pitched Clear Vitality Fuels Company (NASDAQ: CLNE) which closed at $14.87, up 7.13%. Clear Vitality Fuels supplies pure fuel in its place gasoline for automobile fleets, amongst different fueling options. Carlos had a bullish outlook on the inventory due to the next causes: Partnership initiatives with transit authorities like LA Metro and different power corporations. The local weather change narrative to gasoline funding in clear power options like CLNE. “It is a $3 billion market cap on trailing 12-months income of $300 million which is pretty low cost for this sector,” stated Brown. “There are corporations within the area that haven’t any income, which can be buying and selling as they do.” Carlos thinks the corporate will earn cash in 2021, particularly on account of new partnerships. See Additionally: 8 Reopening Shares Beneath LMT: Ralph pitched Lockheed Martin Company (NYSE: LMT) which closed at $340.19, up 0.14%. Lockheed Martin is a worldwide aerospace, protection, safety and expertise firm. Ralph had a bullish outlook on the inventory due to the next causes: The inventory has a dividend payout of about 3% and buying and selling close to assist. Sturdy fundamentals, large order backlog, and secure margins. “Why did the inventory lose 1 / 4 of its market cap from the onset of the pandemic, to now?” Brown requested. Ralph thinks buyers are incorrectly pricing in President Joe Biden’s affect on the military-industrial advanced and that the inventory is poised to take off. He’s trying to choose up shares of LMT at $320. LAMR: Matthew pitched Lamar Promoting Co (NASDAQ: LAMR) which closed at $95.66, up 1.44%. Lamar is without doubt one of the largest outside promoting corporations in North America, with practically 400,000 shows (e.g., billboards, interstate logos, transit, and airport promoting codecs). Matthew had a bullish outlook on the inventory due to the next causes: Reopening play as extra individuals on the highway to promoting. Commerce towards pre-pandemic excessive with the potential to breakout. In response, Brown requested, “If I’m an promoting buyer, why am I shopping for billboards? Can’t I get rather more efficient promoting on Instagram or Google?” Matthew stated he thinks individuals will spend extra time touring and fewer time on their telephones. “Lamar has been switching quite a lot of its billboards to digital the place they will have much more advert income per billboard,” stated Raznick. “I like this one.” Brown stated he would get entangled on a break of $96. SE: Caleb pitched Sea Ltd (NYSE: SE) which closed at $234.99, down 0.70%. Sea is an web and cell platform firm. Caleb had a bullish outlook on the inventory due to the next causes: The corporate operates in digital leisure and gaming, e-commerce, in addition to cell funds. Tencent owns about 20% of the corporate and it’s increasing into South America. “Cathie Wooden is on this,” Brown stated, “and it’s in a bunch of online game ETFs. Do you want the Chinese language inventory market to remain robust to ensure that the inventory to remain up?” Caleb stated sure, noting the inventory tends to maneuver in tandem with Tencent. Raznick added, “The expansion is loopy and it’s dropped a lot from its 52-week highs. Cathie likes it, additionally.” UBER: Evan pitched Uber Applied sciences Inc (NYSE: UBER) which closed at $60.35, up 2.36%. Uber is an organization whose providers embrace ride-hailing, meals, and package deal supply, freight transportation, in addition to motorized scooter leases. Evan had a bullish outlook on the inventory due to the next causes: Elevated demand for journey and comfort of Uber’s platform. Diversification, in addition to investments in robotics and automation. “Does the Eats enterprise see year-over-year declines if all people is out and about?” Brown requested. “If that occurs, is the ride-sharing sufficient the place it gained’t even matter?” Evan stated no, noting the comfort issue of the service in addition to altering client preferences in the case of consuming out in public, contemporary out of a pandemic. He thinks the inventory will hit as excessive as $80 this summer season. IZEA: Chris pitched IZEA Worldwide (NYSE: IZEA) which closed at $4.44, up 7.15%. Izea is an internet market that connects entrepreneurs with content material creators. Chris had a bullish outlook on the inventory due to the next causes: One of many quickest methods for manufacturers to develop is influencer advertising and marketing. IZEA pulls collectively influencers and connects them with manufacturers. The variety of shoppers signing up at a price of practically 50% monthly. In response, Raznick requested, “Is there a catalyst arising?” “I see very regular development as a result of the market is reopening,” Chris stated. “If you happen to take a look at it from {dollars}, I can put it on Fb and Google and get 10-to-1 or put it on IZEA and get 300-to-1.” ZEPP: Andreas pitched Huami Corp (NYSE: ZEPP) which closed at $14.38, down 3.88%. Huami connects well being with expertise, offering customers entry to smartwatches and health gear. Andreas had a bullish outlook on the inventory due to the next causes: ZEPP is worthwhile and it simply modified its identify. Attention-grabbing acquisitions within the health-tech sector. “I really feel like this can be a whole on line casino play,” stated Raznick. “It may go to $25 or $8.” Andreas added that there’s good risk-to-reward, the identify change will give the corporate extra visibility, and up to date management adjustments will assist set the corporate on a path to development. AMRS: Alexi pitched Amyris Inc (NASDAQ: AMRS) which closed at $20.65, up 14.59%. Amyris is a biotechnology and renewable chemical firm. Alexi had a bullish outlook on the inventory due to the next causes: Momentum play, fundamentals are okay. Willingness to diversify product affords. Brown requested what makes the corporate so revolutionary, and Alexi stated, “I like the truth that it’s going into client manufacturers and assume that, from a valuation perspective, with the best way markets are transferring at present, and the way low cost capital has change into, they may doubtlessly simply have a pure impact.” ABNB: Evan pitched Airbnb Inc (NASDAQ: ABNB) which closed at $206.74, up 4.48%. Airbnb is an internet market for tourism leases. Evan had a bullish outlook on the inventory due to the next causes: Google searches for Airbnb surpass whole searches for all different resort chains mixed. Founder Brian Chesky is revolutionary and capable of scrap via the exhausting instances. In response, Raznick requested about opponents, like Reserving Holdings Inc (NASDAQ: BKNG), including residential reserving functionalities. Evan stated he thinks Airbnb stays prime of thoughts: “Their opponents are primarily brick and mortar … and so they worth their hosts.” Brown thinks the inventory may very well be picked up in one other expertise inventory dip. FUBO: Rome pitched fuboTV Inc (NYSE: FUBO) which closed at $32.31, down 4.12%. fuboTV operates a dwell TV streaming platform for dwell sports activities occasions, information, and leisure. Rome had a bullish outlook on the inventory due to the next causes: The corporate is the Netflix of sports activities. Viewers can gamble with their distant. Multi-year licensing agreements with MLB, NFL. Brown requested if this can be a inventory that may do a secondary each time it rallies. “I feel they’ve sufficient money on the steadiness sheet for what they’re doing,” Rome stated. “If you happen to take a look at their final quarterly report, the income was up 83% year-over-year and ad-revenue is up 33% year-over-year.” Raznick famous the inventory has the potential to sell-off with the market however that the management workforce is respectable. BA: Matt pitched Boeing Co (NYSE: FUBO) which closed at $269.19, up 6.80%. Boeing produces airplanes, rockets, satellites, telecommunications gear, and missiles. Matt had a bullish outlook on the inventory due to the next causes: Inventory is overwhelmed and can shine as journey returns. Biden administration and China orders a plus. “This factor was already recovering from the max factor, previous to the pandemic,” stated Brown. “I feel this factor will get again above $300 this spring.” ABBV: Chris pitched AbbVie Inc (NYSE: ABBV) which closed at $108.22, up 0.26%. AbbVie is a biopharmaceutical firm. Chris had a bullish outlook on the inventory due to the next causes: The corporate crushed its final three quarters. An enormous dividend, nearly 5%. Return of procedures post-COVID-19. “Nice story and nice firm,” Brown stated. PLNHF: Aaron pitched Planet 13 Holdings Inc (OTC: PLNHF) which closed at $6.62, up 2.23%. Planet 13 Holdings is a hashish firm based mostly in Nevada. Aaron had a bullish outlook on the inventory due to the next causes: Pivoted to supply throughout the pandemic. The corporate could increase to new states. Brown stated, “That is an fascinating one.” Picture by Anna Nekrashevich from Pexels. 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