Latest ideas and analyses related to high expectations

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UPS

+30 pts



$UPS - RayJay says UPS is a 'Strong Buy' because of the shift toward ecommerce and solid pricing environment

By cassie on June 10, 2021, 12:04 p.m.
Tagged topics: guidance , analyst day , eCommerce , Raymond James , high expectations , last mile delivery

Views: 83, Votes: 1, Responses: 0, Attachments: 3
UPS

+31 pts



$UPS - JP Morgan sees guidance falling short of expectations, just as investors anticipate a positive stock reaction on June 9 Investor Day

By rIsILAwr on June 1, 2021, 10:17 a.m.
Tagged topics: investor day , JP Morgan , high expectations , risk to guidance , parcel delivery

Views: 106, Votes: 1, Responses: 0, Attachments: 26
DIS

+35 pts



$DIS - the streaming subs miss changes nothing...I'd buy the dip

By puckerman17 on May 14, 2021, 10:12 a.m.
Tagged topics: buying opportunity , Disney+ , streaming , Goldman Sachs , Morgan Stanley , earnings miss , buy the dip , high expectations , reopening beneficiaries

Views: 113, Votes: 2, Responses: 0, Attachments: 12
GOOGL , FB , SNAP , TWTR

+32 pts



$GOOGL, $FB, $SNAP, $TWTR - Jefferies checks indicate strong Q1 digital ads, expects 'big beat' for 'top growth idea' SNAP

By labjordan on April 22, 2021, 10:46 a.m.
Tagged topics: valuations , analyst checks , digital advertising , strong growth , earnings preview , Jefferies , high expectations , upside to estimates

Views: 131, Votes: 1, Responses: 0, Attachments: 19
UPS

+30 pts



$UPS - Morgan Stanley says UPS's pension accounting has been inflating EPS by 20% and adding 5x to their multiple

By rIsILAwr on March 17, 2021, 3:03 p.m.
Tagged topics: valuations , fishy accounting , negative catalyst , Morgan Stanley , high expectations , pension accounting

Views: 89, Votes: 1, Responses: 0, Attachments: 8
AAPL

+61 pts



$AAPL - JP Morgan says decline in Feb smartphone shipments in China is in line with seasonal trends, but disappointing given expectations for 5G cycle

By mooreideas on March 11, 2021, 10:08 a.m.
Tagged topics: China , 5G iPhone cycle , smartphones , iPhone shipments , JP Morgan , high expectations , seasonal trends

Views: 73, Votes: 1, Responses: 0, Attachments: 2