Author: pluginever

This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: Finviz for charts, fundamentals, and aggregated news on individual stocks Bloomberg market news StreetInsider news: Market…

Idk, MSFT is a 3T company. AMZN is 2T. For them to double would be insane and that wouldn’t even earn you a lot of money. Would they just turn into a huge cashcow and start paying out massive amounts in dividends?

Wayfair’s sales slid during its first fiscal quarter, but the online furniture retailer reduced its losses after cutting 13% of its workforce at the start of the year, the company announced Thursday. Wayfair beat Wall Street’s expectations on the top and bottom lines and saw active customers grow nearly 3% compared to the year-ago period.…

I have around 330 shares of FSLY. Book value $7300. Currently at -62%. I am thinking about DCAing it and waiting out. I have no problem waiting, let’s say, for a year to even this out. Here is where I would like to ask your advice: what would be the best strategy rn to get…

Hi! I am an ex-prop trader that trades equities. This is a daily watchlist for trading. I might trade all of the stocks on here, or none of them, on any given day. I might trade stocks that don't appear on here! I hold no positions in any stocks long-term but Amazon/Mag7/general broad market indices.…

I want to increase my exposure to energy infrastructure, and I think GE Vernova could be a good fit. There has been a lot of very bullish news for energy infrastructure long term MSFT investment AMZN investment Zuck indicates energy as the bottleneck MSFT going nuclear Limitations of silicon are slowing regular efficiency gains in…

To preface this, my vision might be skewed as I live in Canada and the area I live in is currently booming (especially the car and food industry). Every week a new business goes up around me, dealerships, garage, napa auto parts, swiftys, even a second napa business opening soon. Restaurant chains and fast food…

Novo brought in 65.3 billion Danish kroner ($9.4 billion) in net sales during the first three months of 2024, up around 22% on the same period last year. The company reported net profit of 25.4 billion Danish kroner ($3.65 billion), a 28% year-on-year rise. Novo’s diluted earnings per share of 5.68 Danish kroner ($0.82) mark…

First Quarter 2024 Highlights For the three months ended March 31, 2024, DraftKings reported revenue of $1,175 million, an increase of $405 million, or 53%, compared to $770 million during the same period in 2023. The increase in the Company’s first quarter 2024 revenue was driven primarily by continued healthy customer engagement, efficient acquisition of…

As I understand it, Altria and Imperial Brands have volume declines while Phillip Morris and British American have diversified into non-combustibles(vape, CBD etc) with growing organic volume. (Altria's transition isn't as fast.) All have pricing power, very high FCF conversion and FCF to CFF(basically dividend+buyback+debt reduction). So why do PM and BTI trade on such…