What do you think of Arm's IPO? The giants obviously believe in them and will invest. But how does retail see it?
Antony Earl
When else would I buy shares of a stable company than today after disappointing quarterly results. I just bought shares of General Mills $GIS, which analysts say is down on disappointing results and we are seeing a near bottom for this year. I'm not so skeptical though, adjusted earnings per share are above estimates and sales are $5.03 billion instead of $5.17 billion.
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Why not, their products are known to a large mass of people. This is just a short-term inconvenience and a chance for investors to buy. Still a bit expensive for me though and I would wait to buy despite the dividend increase announcement.
Good morning, investors.
What do you expect after a wild weekend in Russia? Do you think the events will put pressure back on fuels, raw materials and other important commodities? For now, I've read that the riot has hit the ruble and Russian stocks pretty hard, but I'm more interested in the implications globally.
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Just don't let the wild weekend in Russia be just a premeditated move to exterminate the rats and move the experienced troops to Belarus for the eventual opening of a second front.
I'm starting to like this. Do you also hold shares of $PYPL?
Investment firm KKR has agreed to buy a substantial portion, up to 40 billion euros ($43.71 billion), of PayPal's $PYPL loans (BNPL) in Europe.
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Thanks for the report, unfortunately I PayPal shopped for $208 (it was my first investment) so at least I learned my lesson. I'm still holding but I don't believe it will get back to those values.
U.S. aircraft maker Boeing $BA has slightly raised its annual forecasts for new transport aircraft deliveries for 20 years, thanks to strength in the narrow-body market driven by demand from low-cost carriers.
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Airlines have it tough. Boeing isn't doing too badly as it supplies parts to others and manufactures. Still, it's not investable for me.
Hmm, would I reconsider my stance on Chinese Alibaba $BABA?
Alibaba's CEO announced today that he is currently focusing on expanding the business in Europe. The words were even used as a top priority in connection with Europe.
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It's a great place and a great company, but I have an aversion to the place and there's no train going through it...
Today, I have newly added British American Tobacco $BTI to my portfolio. I'm playing my cards right now with the current valuation, a decent dividend, stability, and the replacement of the CEO with the very experienced Tadeo Marrocco.
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I'm happy about that - my largest position in my portfolio is $BATS and I overbought today. I have great confidence in the future of the company, especially after the CEO change you mention. The planned buybacks and debt reduction will also do the trick.
Next week we will see the latest CPI and PPI inflation data. Are you expecting an improvement and some volatility in the week? Could any negative data set a stop to the growth frenzy?
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The negative numbers will certainly throw a bit of a brake on the stock and a possible correction, but we'll see what the numbers show. I would expect volatility in any case
I'm not really open to short trades like that, but I'll brag. Exactly a month ago, I bought a couple dozen shares of $U for less than $25. As of today, thanks to Apple and the new partnership with Unity, the stock has strengthened and as of today I'm at over 40% appreciation in just a month.
Were you also able to buy and possibly sell some good stuff?
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Well, you caught it really well! Congratulations. Occasionally you might buy Palantir at the bottom and then see that rapid growth in a month, but that happens about once a year if you're lucky.
Anyone have an update on why 3M was down again on the week? Any trial that I missed? How is the situation going anyway? Thanks for the info, as I can't track anything down anywhere and am thinking of buying when they are at $96.
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What I don't like about 3M is that for the last 5 years the share price has defacto been going down all the time... it doesn't look good to me at all, even for such a big company.
I don't know about you, but I'm going to close a position on Alphabet $GOOGL today that I took at $91. It gave me +34% in the short term. I was originally planning on a longer term hold, but what is happening in the markets has nothing to do with healthy growth.
Which stock company do you think is the GOAT (Greatest Of All Time)? You don't have to consider just performance, it can be based on their numbers, products, needs or future potential.
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I guess I have to say $KO. I don't invest in it, but the whole history of it is fascinating. And she'll be around forever.
Lowe's $LOW has cut its full-year sales and profit forecasts as demand for DIY goods and high inflation force consumers to curb discretionary spending.
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Hi, can you elaborate on "unlike its competitors, it cannot effectively raise prices and pass on inflationary pressures to customers"?
Virtually the only competitor is HD, which recently also reported results and their current search for operating margin is between 14.3% and 14.0% (10y average 14.28%) and LOW has reduced its search to 13.4% - 13.6% (10y average 8.87%, 2022 - 10.47%, 2021 - 12.56%).
The results of these companies are currently affected not only by inflation and the real estate crisis, but also by deflationary pressures on wood (the price has fallen by about 20% in the last 3 months).
I have not followed the results in detail yet, so I will be glad if you share some info.
I'll just watch it in the beginning and wait to buy until later.