FL | Sign of the Apocalypse. We're Covering and Going Long. Street estimates for the 1Q and Year are low by 20%+. Core + repo gets you paid. Then GOAT worth $8-$10 ps. $26 upside/$6 downside.
AAP | New Long Idea. 40%-60% Upside. Positive near term setup, with huge TAIL margin opportunity. Should earn 2022 #s in '21. TAIL Double -- if you believe what mgmt is about to say.
