BUY ON WEAKNESS
Great company that is a good business. Stock price recently over valued, which has caused selloff. Current prices presenting good buying opportunity. One of three companies in the world allowed to print lottery tickets. Huge barriers to entry creates a good business.
BUY
Business has had strong financial results the past few quarters. Significantly increased gross margins. Turnaround plan is working as hoped. Very under valued company. Happy with improvements in corporate governance. Industrial valve backlog in orders. Expecting share buybacks to start soon (next year). Believes company is worth over $20 a share.
BUY
Owns just under 10% of the company. High margin business. Company growing at a good rate. Retail market growing very well. Recent acquisitions have grown company. Reopening of economy after Covid-19, will boost alcohol sales. Expecting large growth is sales.
BUY
Has owned company for a long term. Nature of business makes for good business(funerals and cemeteries). Excellent management has grown company very well. Margins and financial metrics growing very well. Recession proof and unique business to own. Is a good long term investment at current share price.
BUY
Likes business and will continue to hold shares. Expecting recent acquisitions to pay off well. Share price presenting good opportunity to buy. Expecting valuation of shares to rise.
DON'T BUY
Not expensive, but the crypto market has turned nasty. Avoid.
BUY ON WEAKNESS
He sold in the $20s, but is eager to buy back, because Ford makes a great product line, like the e-F150. Their e-car line-up is killing it. It trades at 7x earnings and pays over a 3% dividend.
DON'T BUY
A buying opportunity as shares are back at 2019 levels? SHOP remains expensive. The company is fantastic, yes. But the PE is very high. He buys companies that make things and return capital at a reasonable PE.
DON'T BUY
China's regulators plan to lift the ban on new users for Didi. Didi and other Chinese tech stocks bounced today, but it is insane to return to Didi. He doesn't trust China's authorities, based on their past moves.
DON'T BUY
Last week, Elon Musk announced that he will layoff staff because he feels unconfident about the economy, but today he reversed himself. Shares have been bouncing. Musk has a disclosure problem and needs a lawyer to run statements by. Twitter shares sank under 2% today. He loves Elon, but has Elon ennui.
COMMENT
They kicked off their developers conference today and announced their buy-now, pay-later option, and announced a new MacBook Air and MacBook Pro, the M2 chip and new iPhone software...but the street yawned.
COMMENT
There's disappointment in the air like today when stocks surged, but closed way off the highs. And it's like this pattern will continue.
BUY ON WEAKNESS
Cloud stocks have been beaten these, but some actually make money. NOW has fallen $707 from last November to below $500 today. Business is terrific. In April, they delivered a solid quarter, bullish outlook and raised their long-term subscription revenue target. Share are up $90 in recent weeks.
BUY ON WEAKNESS
It soared over 400% between 2019 and 2021, but tech stocks that are unprofitable are out of favour. Shares dipped below $100 today. Last montht, they reported an earnings surprise but also guided for a larger-than-expected loss this quarter, so shares got slammed. It's a vicious market. But ever since the mid-May, the market is feeling less hostile to these stocks.
BUY ON WEAKNESS
Chipmakers led today's gains after Friday's market drubbing, but that opened a buying opportunity.