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DOL

+41 pts



Q3 looks a lot like Q2; SSSG beat but margin missed again

By mooreideas on Dec. 4, 2019, 8:51 a.m.
Tagged topics: guidance , SSSG , product mix , Q3 results , transaction size , volume , Halloween , gross margins , SG&A , labor costs

Views: 289, Votes: 1, Responses: 1, Attachments: 0
RY

+41 pts



Q4 miss on weak Capital Markets should lower RY's premium valuation

By labjordan on Dec. 4, 2019, 7:49 a.m.
Tagged topics: messy quarter , Capital Markets , deal closings , Insurance , Investor & Treasury Services , Canadian Banking , Wealth Management , Q4 miss , premium valuation

Views: 427, Votes: 1, Responses: 1, Attachments: 0
CRM

+63 pts



Q4 RPO guide likely to weigh on stock today

By phenphen on Dec. 4, 2019, 12:05 a.m.
Tagged topics: Q3 , FX impact , remaining performance obligation , RPO , Q4 , seaonally strongest quarter

Views: 396, Votes: 1, Responses: 4, Attachments: 0
ATTO , GIB.A

+39 pts



Atento could be more than a five bagger in less than 5 years

By SafetyInNumbers on Dec. 3, 2019, 11:01 a.m.
Tagged topics: financial leverage , multibagger , management change , increase margins

Views: 451, Votes: 2, Responses: 1, Attachments: 0
AMZN , JWN , WMT , EBAY , TGT , JCP

+62 pts



Winners And Losers of Holiday Sales So Far

By realjoe on Dec. 2, 2019, 8:02 a.m.
Tagged topics: US Thanksgiving , strong online sales growth , Cyber Monday , Christmas , Black Friday

Views: 435, Votes: 5, Responses: 4, Attachments: 0
DELL , INTC

+42 pts



Looks like dead money for now

By ethonomics on Nov. 27, 2019, 3:47 p.m.
Tagged topics: China , dead money for now , mixed Q3 , lowered sales outlook , CPU shortage , server , price competition , component cost

Views: 357, Votes: 1, Responses: 1, Attachments: 0
BOX , CRM , MSFT

+61 pts



Takeout may be Box's best thesis

By realjoe on Nov. 27, 2019, 9:07 a.m.
Tagged topics: low expectations , Q3 beat , billings , bookings , net retention , expand margins , takeout candidate

Views: 487, Votes: 2, Responses: 2, Attachments: 0
DLTR

+43 pts



Don't buy until there's visibility to margin improvement

By cassie on Nov. 26, 2019, 4:24 p.m.
Tagged topics: Q3 miss , comparable store sales , Family Dollar , Dollar Tree , lowered Q4 outlook , weak margins , freight costs , wages , tariffs , DC costs , mix shift to consumables

Views: 370, Votes: 1, Responses: 2, Attachments: 0
PANW

+66 pts



FQ1 miss caused by temporary incentive changes; buying opportunity

By mooreideas on Nov. 26, 2019, 8:54 a.m.
Tagged topics: FCF , cloud security , product license revenue , Subscription & Services , 3-year outlook , Next-Gen billings

Views: 341, Votes: 2, Responses: 4, Attachments: 0
PYPL

+41 pts



I like PYPL here. What could go wrong?

By ethonomics on Nov. 25, 2019, 5:05 p.m.
Tagged topics: network of consumers and merchants , stores to online , digital transaction volume growth , low capex

Views: 414, Votes: 1, Responses: 1, Attachments: 0
MVIS +50 pts
LCID +40 pts
TDOC +30 pts
HEES +25 pts
TER +20 pts
TSLA +20 pts
ILMN +20 pts
XPEV +15 pts
ACN +15 pts
FB +15 pts
PLTR: 13 Buy, 1 Sell, 3 Take Profit, 1 Cover Short
AMZN: 10 Buy, 4 Sell, 0 Take Profit, 0 Cover Short
NIO: 6 Buy, 1 Sell, 4 Take Profit, 1 Cover Short
TSLA: 3 Buy, 0 Sell, 4 Take Profit, 3 Cover Short
UBER: 7 Buy, 1 Sell, 1 Take Profit, 0 Cover Short
BrianTham long UBER on 09/16/2021, 16.6%, +16 pts
csk.fan.forever long UBER on 09/16/2021, 16.6%, +16 pts
Darwin long QS on 09/21/2021, 13.6%, +13 pts
vkiselev91 short FB on 09/16/2021, 8.9%, +8 pts
Darwin long GPI on 09/21/2021, 8.2%, +8 pts
sashikumar.kannappan long VZIO on 09/17/2021, 7.3%, +7 pts
vkiselev91 long LYFT on 09/16/2021, 7.2%, +7 pts
BrianTham long SPCE on 09/16/2021, 6.8%, +10 pts
vkiselev91 long SNAP on 09/16/2021, 6.8%, +6 pts
Darwin long PAG on 09/21/2021, 6.0%, +6 pts
i_sarut long AFRM on 09/04/2021, 22.6%, +32 pts
jiret67696@ppp998.com long RSI on 09/14/2021, 18.3%, +18 pts
kouroshshafizadeh long RSI on 09/14/2021, 18.3%, +18 pts
csk.fan.forever long UBER on 09/16/2021, 16.6%, +16 pts
BrianTham long UBER on 09/16/2021, 16.6%, +16 pts
blueallencito long VIEW on 08/31/2021, 14.6%, +14 pts
Darwin long QS on 09/21/2021, 13.6%, +13 pts
chrissydarntondarnton@gmail.com short LI on 09/08/2021, 13.5%, +15 pts
sean.duckers long UBER on 08/31/2021, 13.3%, +13 pts
Mrdeeds93 long LYFT on 08/27/2021, 12.5%, +12 pts