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The bears won on July 11 when ATD suddenly called off the $46 billion deal. Days later, the company revived its share buyback program to the tune of $7.1 billion. Shares bounced back. I was in the bear camp and now see ATD as a stock to enter now before it sets its sight on another take-out target. True, the U.S.'s rising June CPI print raises legitimate concern about the state of the U.S. consumer looking forward. Forbes reported a 4.3% sales decline YOY last February in American convenience stores.
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ResMed has beaten earnings four straight quarters, and its 31.2x PE is nowhere near its 2021 high of 74.5x. However, the street projects a lower future PE of 27.69x. The most recent EPS of $8.91 was 37.09% more than the previous year. Its ROE of 25.81% ranks among the highest in medical equipment where the average is 9.66%. A bonus is that the company operates within the U.S., so is protected from tariffs. Paying a dividend of only 0.76%, ResMed is one for growth, not income.
He bought it. The debt-to-equity ratio is a little better than GS, so he prefers MS. Owns both.
Joe Terranova
Just bought it. Debt to equity, return on equity and revenue growth are strong for crypto stocks.
Joe Terranova
He looks at performance in 1-, 6- and 12-month time frames. The 1- and 6 months were negative, but over 12 months the stock is up 55%. Actually, he insists it was positive over the past month. (The host insists it is down the past month, but it depends on precisely which days and times of the day are noted for the calculations.)
Joe Terranova
Has strong margins and cash flow. Their organic revenue growth is 35% for 2025; hard to find another software company like this. Yes, the PE is rich at 229x and he gets why so many are skeptical. Yes, a pullback is possible.
Joe Terranova
Just bought it. Semis were the most punished class when tariffs hit earlier this year. The impact hit semis equipment companies like this, but it hit its 52-week high in July. He prefers buying names that have recently made highs, not months ago (like Applied Materials). Momentum has returned to the semis.
Joe Terranova
Just bought it. Semis were the most punished class when tariffs hit earlier this year. The impact hit semis equipment companies like this, but it hit its 52-week high in July. He prefers buying names that have recently made highs, not months ago (like Applied Materials). Momentum has returned to the semis.
Joe Terranova
He just bought it, owning six of the Mag 7. Momentum hasn't been this strong since Q4 2023.
Joe TerranovaIt reports after the closing bell. Owns a small position. A year ago, they were all-in with AI. They already had a proven track record with government. She expects 38% and 53% revenue and earnings growth this quarter. The chart looks exponential, but it will march higher tomorrow. PLTR is one of the few companies implementing AI, a rare pure-play.
Bryn Talkington
Is a strong momentum name. After it reported earnings last week, the stock finally met resistance, and shares are now taking a breather after a monster rally. Is an innovative finance-crypto company.
Bryn TalkingtonRevenue and earnings have been falling, but you can sell the Oct. 17 $340 calls and collect $15 for 2.5 months.
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Highlights from their July 23 report: sales of $96 billion, up 14%' operating margins of 32%, flat year over year; Google Cloud expanded revenues by 32% as AI-driven demand for cloud infrastructure remained solid; YouTube ad revenue rose 13% to $9.8 billion; and Google Search grew 12% year-over-year, up from 10% growth last quarter, despite the rise of chatGPT. Other metrics in its favour: 20.87x PE, lowest among the Mag 7 and far from the S&P's 25.9x, and a beta of 1.0, calm for a megatech company.