Domino's follows Chipotle's lead, big beat, and huge jump in stock price.
OT: Stock and Investment Thread
- Thread starter RU05
- Start date
Everyone is crushing earnings! The market should have one hell of a great 2H.
Good article on the top automakers for the future:
Important career and wealth-building advice, especially for the younglings on the board:
I hate these stupid articles. Yes, save a lot of money and live within your means. The rest is just silly.
Beyond the usual this reflects the change in the last 40 years. Back then it was show up early, work hard for 10 years then marry a rich woman. Apparently now it's show up early, work hard and marry a woman who makes a 6 figure salary.
Also, take control of your career, be loyal to yourself over a company. Also, marry well.
Keys to success in America.
Like I said, silly stuff. You know anyone who turned down a 45% raise to be loyal? Forget marry well, just be born into a rich family.
There are plenty of foolish people that don't look for those 45% raises at other companies. Marry well and then have kids should be on the list.
Lots of folks need such lessons in common sense.
The chinese private tutoring stocks are ridiculous. EDU was $200 in Feb. It's now below $3.
There is going to be a giant sucking sound of investments leaving China.....and that money will likely head over to the US.
This one has been tough. It is very difficult to time a bottom for an IPO. There is not enough financial date and the technical chart has not developed. However re-reading through the SEC reports, $15 would have been a good guess for a bottom. Just be patient, the selling should be close to subsiding.
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Only because of regulatory credits and Bitcoin....oh.. wait
Why don’t you explain to us how they did it? I mean revenue was up 15% over the 1st Q but net income more than doubled.
Normally I would sell most of them into the earnings, all of them have gone up to significant new highs. I sold GOOG and selling MSFT before today close and keeping AAPL, FB and AMZN thinking they can run even further base on what I have been reading about them. However, might sell 1/2 before earning call depending on how they trade.
Even if I sell, I will probably buy back at lower prices (7-15% lower) next quarter. Wait till the analysts tell everybody to rotate out of tech is when you should buy, it’s the same routine every quarter. If it doesn’t work, then you have to become a long term investor and hold for two quarters. Other stocks that I trade seasonally like mega techs are UNH, PYPL, HD and AMGN.
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@WhichReligionIsRight
Thanks for posting. Now I can see what is driving the big jump in net income (Income from Operation/servicing). I thought EV were lower cost to operate but service revenue jump doesn’t support that. How much does TSLA make for a service call?
Thanks for posting. Now I can see what is driving the big jump in net income (Income from Operation/servicing). I thought EV were lower cost to operate but service revenue jump doesn’t support that. How much does TSLA make for a service call?
Stupid post, as usual. This also includes discretionary upgrades and software enhancements that owners can buy.
Great quarter by TSLA.
FYI - ARK is dumping Chinese stocks big time. Doesn't seem logical for the Chinese government to tank their own markets, after talking them ups for years.
If it doesn’t work, then you have to become a long term investor and hold for two quarters.
Good business. Sorry, I know you hate TSLA and any good news. Time to move on and save the hate for another day.
Spoken like a true retail investor. They always ask why is the stock not popping or even down after an earnings beat. Quality of the earnings is more important. The question to ask is if you can underwrite the revenue.
@BellyFullOfWhiteDogCrap
maybe you can help explain the big jump in operating/servicing revenue jump.
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All of this stuff is on the slide deck:
Q2 Financials
Our operating income improved in Q2 compared to the same period last year to $1.3B, resulting in an 11.0%
operating margin. This profit level was reached while incurring SBC expense attributable to the 2018 CEO award
of $176M in Q2, driven by a new operational milestone becoming probable.
Operating income increased YoY mainly due to volume growth and cost reduction. Positive impacts were partially
offset by growth in operating expenses including increased SBC, Model S/X ramp (negative margin in Q2),
additional supply chain costs, lower regulatory credit revenue, Bitcoin-related impairment of $23M and other
items.
In other words, all the **** I've been talking about for the last year. Vertical integration and world class talent go a long way. Can't wait to see that number once S and X refresh are fully ramped, supply shortages are sorted out, and 4680s reach volume production. Berlin and Austin will be Tesla's 3rd generation factory with even greater efficiencies. Wow! .......and...what happens if FSD hits?
Time to start your long position
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