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SPY

+2 pts



This is great thank you for sharing! Just what I needed...

By lemonjuicedias15 on May 24, 2022, 12:55 p.m.
Tagged topics: valuations , BMO , US

Views: 3, Votes: 2, Responses: 0, Attachments: 0
SPY

+42 pts



US Strategy Snapshot - BMO Capital Markets

By SharingisCaring on May 24, 2022, 12:06 a.m.
Tagged topics: valuations , BMO , US

Views: 32, Votes: 4, Responses: 1, Attachments: 1
PLUG

+5 pts



#global warming is real. World needs #alternative energy. Liked 3$ #hydrogen*subsidy . Will be game changer . Friendly #Biden Infrastructure Plan*cherry on top...

By vijay9933 on Oct. 2, 2021, 6:36 p.m.
Tagged topics: deep dive , clean energy , BMO , hydrogen fuel cell , green energy applications , Biden Infrastructure Plan , alternative energy. Liked 3$ #hydrogen

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PLUG

+38 pts



$PLUG is a hydrogen heavy lifter, but green hydrogen prices must come down meaningfully (BMO deep dive)

By cassie on Oct. 2, 2021, 4:32 p.m.
Tagged topics: deep dive , clean energy , BMO , hydrogen fuel cell , green energy applications

Views: 287, Votes: 2, Responses: 1, Attachments: 2
Semiconductors

+10 pts



#deep dive* Will define the next superpower #gaming* very important #compute* Gives edge over others #Quantum Computing* Next major tech #superpower competition* Next bully...

By kyunbhai on Sept. 9, 2021, 11:08 a.m.
Tagged topics: gaming , deep dive , supply constrained , BMO , semi shortage , superpower competition , compute , Quantum Computing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Semiconductors

+42 pts



BMO expects #semishortage to extend into 1H22, but says focus will shift to easing supply by year-end

By bbern3 on Sept. 9, 2021, 10:16 a.m.
Tagged topics: deep dive , supply constrained , BMO , semi shortage

Views: 217, Votes: 5, Responses: 1, Attachments: 2
EA

+33 pts



$EA - BMO expects Apex Legends to drive Q1 beat, sees resilient game engagement despite reopening

By junkfoodlover on Aug. 3, 2021, 11:59 a.m.
Tagged topics: Apex Legends , earnings preview , video games , BMO

Views: 208, Votes: 2, Responses: 0, Attachments: 2
EA

+32 pts



$EA - BMO sees upside to guidance and street estimates following EA Play Live

By junkfoodlover on July 22, 2021, 6:27 p.m.
Tagged topics: conservative guidance , video games , BMO , upside to estimates , Battlefield 2042 , EA Play Live

Views: 130, Votes: 1, Responses: 0, Attachments: 2
EA

+32 pts



$EA - BMO upgrades rating to Outperform, sees video game industry trending better than investors expect coming out of COVID

By junkfoodlover on July 13, 2021, 3:39 p.m.
Tagged topics: valuations , post-COVID , video games , analyst upgrade , BMO , upside to estimates

Views: 227, Votes: 2, Responses: 0, Attachments: 11
NFLX , VIAC

+10 pts



thanks for the post #streaming wars* #buying opportunity* #SVOD increasing* an upcoming competitor. potentially undervalued now. streaming assets seem to be valued little....

By jojohnfoley98hnfoley98 on June 21, 2021, 11:11 p.m.
Tagged topics: buying opportunity , streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing , SVOD increasing , streaming wars

Views: 3, Votes: 1, Responses: 0, Attachments: 0
PTON

+36 pts



$PTON - BMO (big bear with $45 target) says current stock price implies subscribers will stay on for 29 years, but the market doesn't seem to care

By phenphen on June 14, 2021, 12:11 p.m.
Tagged topics: BMO , overvalued , healthtech , workout from home during pandemic , subscriber value

Views: 210, Votes: 2, Responses: 0, Attachments: 10
NFLX , VIAC

+5 pts



I'm not convinced NFLX can reach 500 mil subs tbh. There's plenty of free to air television available in Europe, and developing countries have plenty...

By Noto on June 4, 2021, 3:43 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NFLX , VIAC

+12 pts



NFLX if they get 500m subs at ~20 a month thats 10b in rev a month and 120b a year. P/S of 10x gives it...

By yrc7777 on June 4, 2021, 12:52 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 7, Votes: 1, Responses: 1, Attachments: 0
SPLK

+32 pts



$SPLK - BMO lowers target to $150 ahead of results tonight, says street estimates for billings look too high

By realjoe on June 2, 2021, 1:10 p.m.
Tagged topics: earnings preview , risk to estimates , BMO , analyst lowers target

Views: 200, Votes: 2, Responses: 0, Attachments: 5
WMT , TWTR , IHRT , TTD

+31 pts



$WMT - BMO says Walmart is confident in developing a 'top 10 advertising platform' after hosting meetings with management

By labjordan on June 2, 2021, 11:12 a.m.
Tagged topics: retail , digital advertising , eCommerce , non deal roadshow , BMO

Views: 186, Votes: 1, Responses: 0, Attachments: 4
SQ

+2 pts



Thanks for the information!...

By guccihammers on May 25, 2021, 2:27 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , SMBs , payments ecosystem

Views: 1, Votes: 2, Responses: 0, Attachments: 0
SQ

+2 pts



Thanks!!!...

By anon7828 on May 25, 2021, 12:04 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , SMBs , payments ecosystem

Views: 1, Votes: 2, Responses: 0, Attachments: 0
SQ

+11 pts



Square has immense potential with Cash App. They are monetising users well and increasing MAU's. They are also using cash app to expanding into lending....

By yrc7777 on May 22, 2021, 10:38 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , buy now pay later , buy the dip , SMBs , payments ecosystem

Views: 2, Votes: 2, Responses: 0, Attachments: 0
AMD , MRVL , NVDA , INTC , MU , AVGO , TXN , ADI , XLNX , MXIM , SWKS , QRVO , MCHP , NXPI

+36 pts



$AMD, $INTC, $MRVL, $NVDA - BMO says inflation typically hurts semis, estimates every 100bps increase in rates decrease semis valuation by 13%

By bbern3 on May 17, 2021, 11:18 a.m.
Tagged topics: valuations , interest rates , BMO , semiconductors , inflation fears

Views: 176, Votes: 3, Responses: 0, Attachments: 10
SQ

+44 pts



$SQ - after a beat-and-raise Q1, street optimistic Square will sustain robust growth for the foreseeable future despite management withholding guidance

By phenphen on May 7, 2021, 10:37 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , SMBs , payments ecosystem

Views: 188, Votes: 5, Responses: 3, Attachments: 7