Estimated earnings growth is more then 10% yoy into 2024.
Looks solid, but they do need to clean up their image.
OT: Stock and Investment Thread
- Thread starter RU05
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Looks solid, but they do need to clean up their image.
Something about the Disney name makes me think it will do better then most going DTC. Similarly with it's streaming.
Even a big brand like Nike, I guess I've been so trained to go to a shop, or more recently Zappo's, to get my shoes, that I wouldn't think to go direct to Nike to buy stuff.
Disney is such a universe in itself.
I closed out my TSLA puts this morning. Almost made enough to cover my losses on QS. Just remember, good companies doesn’t always translate to good stock performance in the short run. The market is focus on rates. We are going to trade sideways and trend down until there is another macro event.
Are you hanging in on QS?
There does seem to be pockets of the market which are and will continue to trade upwards. Tech does seem to want to continue on this sideways slightly downward trend.
Which, in a way, is what we want, right?
This is true. Amazon was destine to transform society, but the stock still got clobbered for a few years after it got too fair ahead of itself. However, if you bought and held since 1999, you probably own a private island now.
+1
We are huge Disney fans and loyal customers.
Another piece from CNBC. Don't believe the hype about traditional companies. They may experience a temp bounce, but post covid will be all about tech:
I don't understand your perspective on Tesla. I thought you were agreeing it was overvalued earlier in the thread, but you are also very bullish on it from a fund perspective. Can you elaborate?
And regarding these returns, you might want to analyze the underlying securities driving this performance. Hint, look up Tesla's annual stock returns in those same years...
MRVL down post earnings, apparently because guidance suggests the supply shortages are going to squeeze business.
Semiconductor's long term looks to be a great sector to be in, reasonable multiples with excellent growth, but I wonder if in the short term they are going to struggle.
I'm pretty heavy in the sector, and I did buy QCOM pretty low, might need to move on from those that have yet to see a similar dip.
Semiconductor's long term looks to be a great sector to be in, reasonable multiples with excellent growth, but I wonder if in the short term they are going to struggle.
I'm pretty heavy in the sector, and I did buy QCOM pretty low, might need to move on from those that have yet to see a similar dip.
I think the case for the bounce makes a lot of sense, so I don't think I'd say it's hype. I don't disagree that it's not a true long term trend, but I think at this point it still has room.
I don’t trade my longs. I Cathie Wood it (bought more)
. This is why you have a trading book and an investment book. If you like to trade, you should like volatility.
Nice! You see, we are aligned 97% of the time. Why do we argue so much?I don’t trade my longs. I Cathie Wood it (bought more)
It was overvalued using traditional means, but with the recent pull-back, we should be good to go!
Papa Powell weighs in:
With the economy increasingly back on its feet, some price pressures are likely to emerge, said Powell, but he said they likely will be transitory and look higher because of “base effects,” or the difference measures against last year’s deeply depressed levels just as the Covid-19 crisis began.
Raising interest rates, he added, would require the economy to get back to full employment and inflation to hit a sustainable level above 2%.
He doesn’t expect either to happen this year.
“There’s just a lot of ground to cover before we get to that,” he said. Even if the economy sees “transitory increases in inflation … I expect that we will be patient.′
I consider myself more of a fund manager.Spoken like a true short-termer!
he was very balanced. Bottom line, stocks were priced to zero rates, so even small movements can do damage. A lesson to all, the bond market is very powerful in both directions.
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The above was written on 2/21 when Tesla was at 781, down from over 880. The great “genius” continued to buy, in big big chunks, instead of waiting for some stability. Yeah yeah yeah, I acknowledge that she nailed it for the last few years, and admire her for that. Unfortunately, her investors went up 10 fold during this time, so there are a ton of people that did not benefit on the upside that are getting slammed now. For the ones in the whole, or much of the time, great job!
Powell is not trying to pump anything. However, this rate move is a slap to his face. Market is saying they don’t think he can react quick enough when inflation comes.
I like VXF for a long-term play. It is an ETF for the S&P competition index (which is the top 3000 US companies MINUS the 500 large caps in the S&P 500). So, you get a nice mix of both mid and small caps. This combo normally outperforms either a pure mid-cap fund (VO) or pure small-cap fund (VB and VTWO) since both have there ups and downs.
Being a revolutionary EV company with a $600B market cap? Irrational anger assumes me. LOL!
Think Cramer is reading this board.You're right. I'm sure the market will never go up again. Good grief.
Stop being emotional. No changes to the plan. Just like in 2020 and 2008/2009, keep buying and you always end up ahead. As per Cramer, avoid the trash, keep focused on the future:
Perhaps some of the emotional traders should read and understand all of what Powell said. It was very positive. Market-friendly policies will remain in full force for the foreseeable future (and at least all of 2021).