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Stock-Age: Stocks, Options and Dividends oh my!
- Thread starter koam
- Start date
StateofMajora
Banned
Anyone have an opinion on energizer? It’s near the 52 week low and pays a 30 cent dividend soon.
Maybe a solid long term bet.
Maybe a solid long term bet.
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godhandiscen
There are millions of whiny 5-year olds on Earth, and I AM THEIR KING.
I know members of the founding team, and they are pretty talented, so I am confident they will deliver something eventually.
Also, I agree that SpaceX is a safe'ish bet, if anything just due to the cult of Musk.
Anyway, I put my interest for options in both, but I don't know if I am in a queue or how frequently employees get rid of their stock.
zeorhymer
Member
Energizer Holdings. My opinion....short version, omg no. Looking at the past year, they have been in a decline even breaking the floor quite badly. I predict a short rebound and then it will fall back down. Some analysts will say it'll go to 58 within a year (which is wild), but I think it's something of short term thing (3-9 months perhaps).
StateofMajora
Banned
Yeah there doesn’t seem to be a lot of confidence in the company but it is cheap relatively and they’ve been around a while.
Just something i’ve been thinking about, need to do more research.
Fools idol
Banned
Spend some bags today on the next generation of my portfolio.
loaded 3,000 shares of $DE, 1,000 more shares of $CDNS, 1,000 more shares of $PYPL, and a new position, 10,000 shares of $SOFI.
I am now cash poor for a while. Hope it works out. Sold the last one of my rental properties, glad as fuck to be out of that time sinking shit all together. Don't become a landlord if you value your time, kids.
loaded 3,000 shares of $DE, 1,000 more shares of $CDNS, 1,000 more shares of $PYPL, and a new position, 10,000 shares of $SOFI.
I am now cash poor for a while. Hope it works out. Sold the last one of my rental properties, glad as fuck to be out of that time sinking shit all together. Don't become a landlord if you value your time, kids.
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betrayal
Banned
I don't know where you're coming from, but depending on the type of properties, you can outsource the whole thing over to third-party contractors who then do all the work. Sure, it not for free, but in my opinion and my own experience it is well worth the money. It has always taken a lot of time depending on the number of properties/apartments, but since I outsourced it, it only amounts to a few hours...per year.
StreetsofBeige
Gold Member
Probably the best week or week in a half in a long time. Nice day today. All green.
chromhound
Member
Microsoft appeals to regulators with new app policies so they don’t kill its $69 billion Activision deal
Ellery
Member
It is basically a given that inflation data tomorrow will be "manipulated" or shown in a light that shows it being below expectations considering politics and everything, right?
Supposed to be new CPI weighting?
Expectations are like 7%+ or something. Will probably come in lower than that.
Stocks/tech is performing mysteriously well today too.
Supposed to be new CPI weighting?
Expectations are like 7%+ or something. Will probably come in lower than that.
Stocks/tech is performing mysteriously well today too.
godhandiscen
There are millions of whiny 5-year olds on Earth, and I AM THEIR KING.
From what I read, the fix is already in. Expecting 7% is too high a bar, so anything below will be taken as great news, and confirmation that inflation is under control.
I wish I had bought more during last week, but there is still a small chance that CPI will beat expectations and all hell will break loose.
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zeorhymer
Member
Doesn't matter really. Anything past 5 is a disaster due to disasterous job numbers.
Ellery
Member
I bet the entire market including all tech and zombie firms and even crypto would gigarally on 5% YOY CPI data.
zeorhymer
Member
*Crosses fingers*
StreetsofBeige
Gold Member
Best day in ages.
(+4.69%)
(+4.69%)
Fools idol
Banned
LOL
"inflation is transitory!"
to be honest though I don't think it will hurt the high growth names much from here. They aldeady got slaughtered
"inflation is transitory!"
to be honest though I don't think it will hurt the high growth names much from here. They aldeady got slaughtered
chromhound
Member
Long term hold
godhandiscen
There are millions of whiny 5-year olds on Earth, and I AM THEIR KING.
I was not expecting that. Cloudflare is pumping my portfolio up right now, but it's going to be dark soon.
Fools idol
Banned
I just turned that 140k of calls on $NET doubled from the close yesterdsy 
godhandiscen
There are millions of whiny 5-year olds on Earth, and I AM THEIR KING.
I am up on the one call I put yesterday too. I was such a fool for not believing that dip to 90 was such a good opportunity. I wish I had been greedier, but whatever.I just turned that 140k of calls on $NET doubled from the close yesterdsy
Raven117
Member
Ha. Dude is probably on a beach somewhere.guy was playing big money...scary when they just vanish
12Goblins
Lil’ Gobbie
Stop Motion Pornography
Member
Welp. I'll break even one of these years.
godhandiscen
There are millions of whiny 5-year olds on Earth, and I AM THEIR KING.
Oh fuck.
www.bloomberg.com
Fed’s Bullard Backs Supersized Hike, Seeks Full Point by July 1
Federal Reserve Bank of St. Louis President James Bullard said he supports raising interest rates by a full percentage point by the start of July -- including the first half-point hike since 2000 -- in response to the hottest inflation in four decades.
www.bloomberg.com
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StreetsofBeige
Gold Member
Survived. My portfolio went up 1%! But still a long way to go to breakeven on my remaining turds.
StreetsofBeige
Gold Member
Social media is the best! I was wondering what happened based on your post..... Gotta get out those tweets!
Affirm stock closes 21% lower after revenue guidance miss
Affirm (AFRM) shares tanked and were briefly halted for volatility in the last hour of trading on Thursday after the buy-now-pay-later company posted its quarterly results during market hours, missing on revenue outlook. The print followed an accidental tweet during the trading session which...
Fools idol
Banned
very very nice numbers from Cloudflare. Up 7% after hours but will likely fade with the market tomorrow.
Overall I am happy to keep buying shares and DCA for the rest of the year on that one. Will see where we are in 2025
Overall I am happy to keep buying shares and DCA for the rest of the year on that one. Will see where we are in 2025
betrayal
Banned
Of course, inflation is higher than 6%. This is simply due to the constant changes in the calculation of the CPI (Consumer Price Index), which is used for calculating the inflation.
Foods and goods, which are used to determine the CPI, are exchanged regularly. Often, food with a higher price increase is replaced by food with a lower price increase to reflect the changing buying behaviour of the people. On the one hand, this is of course understandable, but on the other hand, this greatly distorts the results you get when you calculate inflation.
If you see prices in the supermarket or even in other areas of your life that have risen by 15%, it may well be real and not a feeling. But exactly these foods or goods, which are strongly affected by price increases, are no longer included in the CPI (which is the primary indicator of inflation), because they have long since been replaced by cheaper ones, because people adapt and also buy cheaper foods & goods.
So at the end the 6% inflation are quite "real", but only because people have adapted and are turning to other cheaper goods and the CPI adjusts to this. If you were to take a sample purchase for the CPI from 1980 or 2000 as a basis, then you would easily get 15-20% inflation.
The current system for calculating inflation is simply not a good one, and so far little thought has been given to alternatives. If people adjust their purchasing behavior as a result of rising prices, then of course the underlying data used to calculate the CPI must also change. It's like the classic chicken or egg causality dilemma. Which was first, the chicken or the egg?
I can also understand why politicians are reluctant to tackle this issue. Because as soon as you want to solve the problem, the current government is fucked, even if they are not responsible for it.
Fools idol
Banned
I've a friend who actually works at a think tank for macro economics and their data is showing closer to 35% real inflation. 7.5% is not even close to the dangerous reality. The tell is the fed is holding an emergency meeting this week to figure out what is next. They are likely panicking big time.
Never forget that the fall of Rome started with inflation. Dark times ahead.
Never forget that the fall of Rome started with inflation. Dark times ahead.
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Ellery
Member
I could only give my anecdotal experience on this on one industry. I work at a car parts retailer and I do nothing but upload excel price sheets of each supplier into our system and since dec/january I have basically been doing this for every single supplier and some of them have easily raised their prices by 20-40%. Everyone at least by 10-15% and I live in europe where the ECB is acting even more stupid than the FED and we are kinda a few months behind and it might get worse in the next 2 months when Lagarde realizes "oops not transitory".
Wouldn't be shocked at all if real inflation is significantly higher considering the prices I see in the stores are up significantly. Everything goes from like 1,99 to 2,29 or shrinkflation. My favourite Maltesers went from 175g to 148.5g.
The average person just doesn't realize it and only hears of inflation from the headlines of tabloids, but even the "normies" are talking about it a lot at the moment and they usually never get those things.
There are some things that are still the same price, maybe leftovers from last year that haven't left the shelves yet, but it definitely feels like the important things we pay most our money on is up up up.
Thanks for sharing btw. Always cool to hear those things from other people, where they work etc.
Raven117
Member
This seems pretty unlikely TBH.
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GHG
Member
They might need to start doing something next month at this rate. It's out of control.
War could change everything obviously though... Keeping an eye on Natural Gas futures for that reason.
StreetsofBeige
Gold Member
Dodged a bullet. Portfolio only down -0.84%.
Fools idol
Banned
this is going to get really ugly, really fast if political tensions escalate. All technical and fundamentals go flying out of the window in situations like this.
GHG
Member
If any of you are not familiar with the VIX yet then I suggest you get familiar with it.
If tensions don't ease over the weekend we could see some wild action next week and I'd say the VIX is the only guide you should be using to determine when it's safe to buy, double down and even triple down on stocks that hit your buy price targets. If the S&P makes a clean break through 4200 all hell will break loose.
For now at least, inflation is no longer the primary concern.
If tensions don't ease over the weekend we could see some wild action next week and I'd say the VIX is the only guide you should be using to determine when it's safe to buy, double down and even triple down on stocks that hit your buy price targets. If the S&P makes a clean break through 4200 all hell will break loose.
For now at least, inflation is no longer the primary concern.
Fools idol
Banned
went short indexes via CFDs after hours on friday to hedge my longs. Good luck everyone!
FactoryOfDeception
Neo Member
BILL Bill.com recent had some amazing earnings.
Organic YoY Growth: 59% -> 63% -> 73% -> 78% -> 86%
Q2 Core Revenue Increased 197% Year-Over-Year
Q2 Organic Core Revenue Increased 85% Year-Over-Year
Q2 Transaction Fees Increased 313% Year-Over-Year
Q2 Organic Transaction Fees Increased 121% Year-Over-Year
DDOG Datadog also had amazing earnings
Last 4 quarters YoY growth. 51%,67%,75%, and now 84%.
non-GAAP Gross Profit
Q1 Q2 Q3 Q4
2019 $88,35
2020 $105,25 $111,81 $121,53 $137,61
2021 $153,03 $178,28 $209,96 $261,97
% YoY (non-GAAP Gross Profit)
Q1 Q2 Q3 Q4
2019
2020 55,8%
2021 45,4% 59,5% 72,8% 90,4%
non-GAAP Gross Margin
Q1 Q2 Q3 Q4
2018 0,0% 0,0% 0,0% 77,7%
2019 80,2% 79,9% 78,6% 77,5%
2020 77,1% 76,3% 77,8% 80,4%
Operating Cash Flow (Net cash providing by operting activities)
Q1 Q2 Q3 Q4
2019 -$0,44 $17,43
2020 $24,26 $24,74 $36,27 $23,83
2021 $51,70 $51,70 $67,40 $115,79
Operating Cash Flow % Revenues
Q1 Q2 Q3 Q4
2019 0,0% -0,5% 0,0% 15,3%
2020 18,5% 17,7% 23,4% 13,4%
2021 26,0% 22,1% 25,0% 35,5%
Free Cash Flow
Q1 Q2 Q3 Q4
2019 -$5,53 $10,86
2020 $19,31 $18,60 $28,64 $16,65
2021 $44,50 $42,30 $57,10 $106,68
FCF Margin
Q1 Q2 Q3 Q4
2019 0,0% -6,6% 0,0% 9,6%
2020 14,7% 13,3% 18,5% 9,4%
2021 22,4% 18,1% 21,1% 32,7%
non-GAAP Operating Income
Q1 Q2 Q3 Q4
2019 -$5,47 $7,87
2020 $16,33 $15,34 $13,81 $18,12
2021 $19,56 $30,90 $44,00 $70,60
Operating Margin
Q1 Q2 Q3 Q4
2019 0,0% -6,6% 0,0% 6,9%
2020 12,4% 11,0% 8,9% 10,2%
2021 9,8% 13,2% 16,3% 21,7%
non-GAAP Net Income
Q1 Q2 Q3 Q4
2019 -$5,43 $11,03
2020 $19,03 $17,45 $15,99 $19,08
2021 $20,15 $32,00 $44,27 $70,17
Net Income Margin
Q1 Q2 Q3 Q4
2019 0,0% -6,5% 0,0% 9,7%
2020 14,5% 12,5% 10,3% 10,7%
2021 10,1% 13,7% 16,4% 21,5%
Non-GAAP EPS (diluted)
Q1 Q2 Q3 Q4
2019 -$0,07 $0,06
2020 $0,06 $0,05 $0,05 $0,06
2021 $0,06 $0,09 $0,13 $0,20
Excuse the formatting but it isn't hard to see every metric is rapidly growing. Datadog is my largest position. Bill.com is #8 and growing. Looking forward to UPST Upstart and ZI ZoomInfo earnings this week. Hopefully they are wiped away from fed scares or Russia like what happened with NET Cloudflare's earnings.
Organic YoY Growth: 59% -> 63% -> 73% -> 78% -> 86%
Q2 Core Revenue Increased 197% Year-Over-Year
Q2 Organic Core Revenue Increased 85% Year-Over-Year
Q2 Transaction Fees Increased 313% Year-Over-Year
Q2 Organic Transaction Fees Increased 121% Year-Over-Year
DDOG Datadog also had amazing earnings
Last 4 quarters YoY growth. 51%,67%,75%, and now 84%.
non-GAAP Gross Profit
Q1 Q2 Q3 Q4
2019 $88,35
2020 $105,25 $111,81 $121,53 $137,61
2021 $153,03 $178,28 $209,96 $261,97
% YoY (non-GAAP Gross Profit)
Q1 Q2 Q3 Q4
2019
2020 55,8%
2021 45,4% 59,5% 72,8% 90,4%
non-GAAP Gross Margin
Q1 Q2 Q3 Q4
2018 0,0% 0,0% 0,0% 77,7%
2019 80,2% 79,9% 78,6% 77,5%
2020 77,1% 76,3% 77,8% 80,4%
Operating Cash Flow (Net cash providing by operting activities)
Q1 Q2 Q3 Q4
2019 -$0,44 $17,43
2020 $24,26 $24,74 $36,27 $23,83
2021 $51,70 $51,70 $67,40 $115,79
Operating Cash Flow % Revenues
Q1 Q2 Q3 Q4
2019 0,0% -0,5% 0,0% 15,3%
2020 18,5% 17,7% 23,4% 13,4%
2021 26,0% 22,1% 25,0% 35,5%
Free Cash Flow
Q1 Q2 Q3 Q4
2019 -$5,53 $10,86
2020 $19,31 $18,60 $28,64 $16,65
2021 $44,50 $42,30 $57,10 $106,68
FCF Margin
Q1 Q2 Q3 Q4
2019 0,0% -6,6% 0,0% 9,6%
2020 14,7% 13,3% 18,5% 9,4%
2021 22,4% 18,1% 21,1% 32,7%
non-GAAP Operating Income
Q1 Q2 Q3 Q4
2019 -$5,47 $7,87
2020 $16,33 $15,34 $13,81 $18,12
2021 $19,56 $30,90 $44,00 $70,60
Operating Margin
Q1 Q2 Q3 Q4
2019 0,0% -6,6% 0,0% 6,9%
2020 12,4% 11,0% 8,9% 10,2%
2021 9,8% 13,2% 16,3% 21,7%
non-GAAP Net Income
Q1 Q2 Q3 Q4
2019 -$5,43 $11,03
2020 $19,03 $17,45 $15,99 $19,08
2021 $20,15 $32,00 $44,27 $70,17
Net Income Margin
Q1 Q2 Q3 Q4
2019 0,0% -6,5% 0,0% 9,7%
2020 14,5% 12,5% 10,3% 10,7%
2021 10,1% 13,7% 16,4% 21,5%
Non-GAAP EPS (diluted)
Q1 Q2 Q3 Q4
2019 -$0,07 $0,06
2020 $0,06 $0,05 $0,05 $0,06
2021 $0,06 $0,09 $0,13 $0,20
Excuse the formatting but it isn't hard to see every metric is rapidly growing. Datadog is my largest position. Bill.com is #8 and growing. Looking forward to UPST Upstart and ZI ZoomInfo earnings this week. Hopefully they are wiped away from fed scares or Russia like what happened with NET Cloudflare's earnings.
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godhandiscen
There are millions of whiny 5-year olds on Earth, and I AM THEIR KING.
Google parent Alphabet announces 20-for-1 stock split
It wouldn't be the first time Larry Page and Sergey Brin have make their stock more affordable. It happened in 2012 with the launch of a third class of shares.
www.cnbc.com
Somehow this escaped my radar. I knew it was coming this year, but it is official now. A share split will blow up the price. Apparently a similar one is coming for Amazon.
GHG
Member
Google parent Alphabet announces 20-for-1 stock split
It wouldn't be the first time Larry Page and Sergey Brin have make their stock more affordable. It happened in 2012 with the launch of a third class of shares.
Somehow this escaped my radar. I knew it was coming this year, but it is official now. A share split will blow up the price. Apparently a similar one is coming for Amazon.
I'll be picking some up after the split once the dust settles. I don't see many things maintaining upwards momentum in the current market conditions, especially not a stock that is as heavily weighted and correlated like Google is.
HoodWinked
Member
a day to stave off financial ruin.