Cherub
350 posts
Top stocks this week at their 200-weekly moving average.
Always buy at the 200-weekly moving average:
1. Microsoft $MSFT - software
2. Hims & Hers $HIMS - healthcare
3. Oracle $ORCL - software
4. Merck & Co. $MRK - healthcare
5. Visa $V - financials
6. Texas Instruments $TXN - semi's
7. Boeing $BA - aerospace
8. Las Vegas Sands $LVS - casinos
9. Toast $TOST - software
10. SoundHound AI $SOUN (riskier) - AI software
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@mondyinvest stock still getting smashed today despite software holding up ok across the market.. these guys need to start showing some accelerating profits. i saw 100% of unrealized wiped out in a few weeks, risk reward down here seems worth a go. doubled my position earlier this mrng.
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@mondyinvest all comes down to belief in the MOAT & turnaround in growth trajectory ahead.
the valuation is still not cheap by any conventional measure, margins/roe have been compressing...
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Barometer check on $WTC.AX 🌡️🤔
- tricky Dicky selling at $83
- #SaaStrophe 💣
- Jun Bei finally goes quiet
- Hyperion capitulate
- mgmt spend 1.5 hrs on H1 call answering a zillion #AI-related Q's
- Zubin buying at $49
- Datt Cap buying in $4X's
- shorts 5.83% climb to 3Y highs
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$PPM.AX : NBIO $2.25 Gross Yield 25%
x.com/puppyeh1/statu…
I'm honestly a little confused by this one because much like @puppyeh1 I would have considered an inflationary environment would help expand the net interest margin (NIM) on the loan book. At the current price the dividend yield is almost 7%. And yet Challenger has reduced its NBIO to $2.25 from $2.60... a big drop.
Inflation will continue to be unleashed with an RBA that is both ineffectual and indecisive about raising interest rates (4 for, 3 against, today) and no evidence that fiscal stimulation and NDIS pumping by Chump Chalmers will stop. Combine that with Iran and it's a mess.
I have not looked structurally at $PPM to do my own valuation (I will) but the macro should have been more supportive.
What am I missing?
Jeremy Raper@puppyeh1
$PPM.AX NBIO at $2.6 less div is about $2.52. Stock $2.16 so about 15% cheap on a deal that I think closes in <5mos. You prob could get it $2.1 or cheaper in coming days but pretty juicy here. Key view is KKR is rolling their 60%, ie they’re already pregnant. Yes, some chance $CGF.AX tries to recut etc but I’ll live with that risk given both extant businesses (bidder and seller) no direct oil px impact
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> Melting wax figure with constipated squint, looks like he practices radical transparency on his bowel movements
> Created a workplace so toxic former employees needed therapy just to function in normal jobs again
> Recorded every conversation like some discount Stalin then wondered why people called it a cult
> Lost investors twenty-five billion dollars while charging them fees to read his motivational calendar wisdom
> SEC fined Bridgewater for lying about conflicts of interest, shocking absolutely no one
> Soft doughy build of a man who's never lifted anything heavier than his own ego
> Turned his son's death into LinkedIn content about grief principles like some sociopathic life coach
> Charges a million per speaking fee to lecture about inequality while his fund requires fifty million minimum
> Predicted nine recessions that never happened but still gets booked as an economic prophet
> Runs ten thousand dollar meditation retreats for billionaires who want to feel enlightened about their tax evasion
> Built his fortune on radical transparency while hiding behind NDAs and lawsuit settlements
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@TMTLongShort as far as i gather he has a pretty average track record.
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@toy59496 - not sure if you are into micro-cap eggs, noticed FRM.AX is perking up after a decade long wipeout. notable insider buying alongside large lift in eps / inflection into +ve net income, $50mio market cap vs $45mio current assets.... these guys produce about 1million eggs a day. not bad, more than me
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US regional bank ETF is down over 10% from the recent peak and keeps sliding on global financial stress but $CBA is up today to keep the market from rolling over. It's not manipulated at all! 🤣
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@Mathan_Soma market seems to be giving Washington the benefit of the doubt -> they have some kind of plan up their sleeve. If not - then we have the biggest oil & gas disruption in history.
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This is not some meme stock...it's oil...and it's up nearly 50% in a month...new high today after pulling back on US market manipulation. It may be different this time! 🤔
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$TEAM : Jobs Lost
A difficult day for Mike he tells us. I suspect it's a little bit more difficult for the 1600 people that were let go. But these are the innovators rewards: always be the boss not an employee.
I've rabelled on about this company for years- never made a profit, basically a conduit for investors money to go into free executive options. The fact his investors now want statutory profits is laughable, they knew what they were getting into... I even looked up the company website once and played the videos and almost choked on my toast with the groupie feel. Hubris.
In fact I was at a Father's Day breakfast with him years ago. Everybody seemed to be hovering around him. They weren't hovering around me. Didn't they know who I was??!!
But it's not a criticism of the people, in fact my kid got a lovely little card from his kid, hand made, one birthday . I bet Mum did that...I suspect mum is pretty classy.
afr.com//chanticleer/t…
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