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logo · 19 May 2020, 03:41 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

I do think that these these 3 and WMT are at the point where you won't be seeing tons of movement in the green when compared to the other stocks that haven't been as popular as them; whether they're overvalued / fair valued, that's for everyone else to decide. They've been COVID stars, that's for sure.

Having said that, I did buy into WMT this morning in anticipation of an earnings pop. Do I see a massive selloff that'll take this to well below it's current price? Doubtful. I think it has a better chance of legging up post-ER.

Quote:

Originally Posted by beshannon

I like HD

COST is over valued IMHO and may not be the darling after the bump they received. LOW has always trailed HD, they cannot get their stores right and they cannot execute

Yes that’s my general sense as well. The earnings for HD will be interesting. I’m holding out on adding until after that - not that I think it will markedly tank, just that I think HD has run a bit further than the others already and an ER less than anticipated may claw it back just enough for an entry point.

JParm · 19 May 2020, 03:44 AM

Quote:

Originally Posted by logo

Yes that’s my general sense as well. The earnings for HD will be interesting. I’m holding out on adding until after that - not that I think it will markedly tank, just that I think HD has run a bit further than the others already and an ER less than anticipated may claw it back just enough for an entry point.

I just don't see how they can have an ER that's less than anticipated at this point.

logo · 19 May 2020, 04:04 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

I just don't see how they can have an ER that's less than anticipated at this point.

Yeah, I’m just a bit skeptical on them. At least in terms of their current share price >230. Q1 Jan 31 2020 was 2.28 EPS, and estimate now for Feb/Mar/April is 2.26 EPS. They’ve done well during covid from the individual consumer perspective it seems but I’m worried the bigger contractor business is not on par.

beshannon · 19 May 2020, 04:12 AM

Quote:

Originally Posted by logo

Yeah, I’m just a bit skeptical on them. At least in terms of their current share price >230. Q1 Jan 31 2020 was 2.28 EPS, and estimate now for Feb/Mar/April is 2.26 EPS. They’ve done well during covid from the individual consumer perspective it seems but I’m worried the bigger contractor business is not on par.

and it may not be, the market is looking past the current quarter(s) for future earnings.

Yes, they might be soft due to lockdowns, weather and slow start to spring planting. Housing is still doing well and if people cannot move then reno/remodel is always taking place.

I have a full position and am not adding more and frankly might even take some profits here but the bulk of my position I am keeping and if I were getting into the stock for the first time, a dip would be a good thing.

cornerstore · 19 May 2020, 09:08 AM

Correct me if I am misinformed, it appears the new vaccine czar resigns from Moderna board last week, today Moderna comes out with at best a feel good news vaccine story. Stock rockets, takes the whole market up , and the new czar is apparently holding options on 156 k shares of Moderna valued at over $10 million, which he now has agreed to sell tomorrow morning after initially saying he saw no conflicts of interest.

Tha Baron · 19 May 2020, 01:21 PM

Quote:

Originally Posted by cornerstore

Correct me if I am misinformed, it appears the new vaccine czar resigns from Moderna board last week, today Moderna comes out with at best a feel good news vaccine story. Stock rockets, takes the whole market up , and the new czar is apparently holding options on 156 k shares of Moderna valued at over $10 million, which he now has agreed to sell tomorrow morning after initially saying he saw no conflicts of interest.

Well, the news it out. He’s got the same info everyone else does.

He’s smart for leaving so he can exercise his options.

I worked for a public company and it’s not always easy to exercise/sell when you’d like due to blackout dates etc. also, the appearance of hindsight that you “should have known something” even though you didn’t is tricky.

All this antiviral and vaccine stuff just wreaks of bullshit. Look at GILD... they are back to mid 70s after their two pump and dump news cycles

beshannon · 19 May 2020, 08:49 PM

Home Depot EPS misses by $0.18, beats on revenue
May 19, 2020 6:05 AM ET|About: The Home Depot, Inc. (HD)|By: Niloofer Shaikh, SA News Editor
Home Depot (NYSE:HD): Q1 GAAP EPS of $2.08 misses by $0.18.

Revenue of $28.26B (+7.1% Y/Y) beats by $690M.

Shares -3.41% PM.

Big revenue beat, expenses were higher. This would not concern me, need to hear the conference call but I am sticking with my position

beshannon · 19 May 2020, 09:11 PM

https://www.thestreet.com/markets/5-...tuesday-051920

WMT beat, AMZN rumored to be buying (pieces) of JCP

Kohl's EPS misses by $1.44, beats on revenue
May 19, 2020 7:01 AM ET|About: Kohl's Corporation (KSS)|By: Niloofer Shaikh, SA News Editor
Kohl's (NYSE:KSS): Q1 Non-GAAP EPS of -$3.20 misses by $1.44; GAAP EPS of -$3.50 misses by $1.04.

Revenue of $2.43B (-40.6% Y/Y) beats by $280M.

Shares -1.17% PM.

JParm · 19 May 2020, 09:49 PM

Happy to have scooped up WMT yesterday before earnings. Was near its ATH, but there really wasn't a doubt about where that was headed in my mind.

I am surprised about HD, however. I got out of LOW / HD awhile back as they were surging pretty high, and I would not have expected a miss on anything for HD. Oh well, buy the dip!

I think the same run-up will happen to BABA on Friday post ER, similar to JD and BIDU recently. BABA is a large part of our portfolio, yet I still might add a bit now. With the rumors of an 1-8 split, it just makes it all the more enticing...

JParm · 20 May 2020, 12:54 AM

https://seekingalpha.com/news/357591...es-luckin-boot

Bad news for any Luckin holders. No stake myself and I know many are wary of Chinese stocks, but this shouldn't scare you from stocks like BABA / JD.

Do your DD.

Zack21 · 20 May 2020, 01:07 AM

Do you think the worsening problems facing Luckin will positively impact SBUX stock price?

JParm · 20 May 2020, 01:21 AM

Quote:

Originally Posted by Zack21

Do you think the worsening problems facing Luckin will positively impact SBUX stock price?

I personally don't think it'll have much bearing on SBUX, but others can chime in here.

LordNewport · 20 May 2020, 01:35 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

Happy to have scooped up WMT yesterday before earnings. Was near its ATH, but there really wasn't a doubt about where that was headed in my mind.

I am surprised about HD, however. I got out of LOW / HD awhile back as they were surging pretty high, and I would not have expected a miss on anything for HD. Oh well, buy the dip!

I think the same run-up will happen to BABA on Friday post ER, similar to JD and BIDU recently. BABA is a large part of our portfolio, yet I still might add a bit now. With the rumors of an 1-8 split, it just makes it all the more enticing...

I will never own shares of any communist Chinese company. Nothing that comes from that corrupt place can be trusted. I dont like to let greed override principles. Pro tip....NEVER invest in a country where there is no rule of law and a deeply ingrained culture of corruption. The Chinese penchant for gambling / speculation doesn't help either.

Quote:

Originally Posted by jpeezy14@hotmail.com

https://seekingalpha.com/news/357591...es-luckin-boot

Bad news for any Luckin holders. No stake myself and I know many are wary of Chinese stocks, but this shouldn't scare you from stocks like BABA / JD.

Do your DD.

I was always suspicious of Lukin, anytime it came across the ticker tape I wondered how it could be doing so well in a country of tea drinkers where Starbucks was doing so well also.

Quote:

Originally Posted by jpeezy14@hotmail.com

I personally don't think it'll have much bearing on SBUX, but others can chime in here.

I think it strengthens the Starbucks position. Traditionally, the Chinese drink tea...coffee is a very american tradition (originated in africa/Islamic world) and part of the Chinese attraction is to drink coffee the American way via Starbucks. Money looking to particpate in that segment of the Chinese economy can safety participate by investing in Starbucks over any local businesses.

scarlet knight · 20 May 2020, 01:39 AM

I sold BABA after the Luckin problem came out. Hey, Americans have cooked books, too. Enron, WorldCom, Madoff.

scarlet knight · 20 May 2020, 01:40 AM

I bought HD in 1990, never sold. Up quite a bit.

LordNewport · 20 May 2020, 01:40 AM

Quote:

Originally Posted by scarlet knight

I sold BABA after the Luckin problem came out. Hey, Americans have cooked books, too. Enron, WorldCom, Madoff.

But at least in America there are consequences when you are caught.

JParm · 20 May 2020, 01:41 AM

Quote:

Originally Posted by scarlet knight

I bought HD in 1990, never sold. Up quite a bit.

Very nice! Just curious - how many (if any) stock splits have you seen since holding?

scarlet knight · 20 May 2020, 02:11 AM

Quite a few. Never counted. Reinvested dividend until three years ago.

scarlet knight · 20 May 2020, 02:12 AM

Quote:

Originally Posted by LordNewport

But at least in America there are consequences when you are caught.

There was a Madoff fund, doubt it made the investors whole.

JParm · 20 May 2020, 02:45 AM

Quote:

Originally Posted by scarlet knight

I sold BABA after the Luckin problem came out. Hey, Americans have cooked books, too. Enron, WorldCom, Madoff.

BABA has been around for over 5 years; Luckin had just listed last year. I personally don't run for the hills on news like this, but to each their own.

Uggi · 20 May 2020, 02:57 AM

Quote:

Originally Posted by LordNewport

But at least in America there are consequences when you are caught.

How many American bankers went to jail after the GFC? Wasn't it one - for about 12 months? It's pretty much known as the greatest let off in the history of corporate/banking fraud.

beshannon · 20 May 2020, 03:08 AM

Quote:

Originally Posted by Zack21

Do you think the worsening problems facing Luckin will positively impact SBUX stock price?

Perhaps some but I do not think that Luckin had enough market share. Without them there the market is back to where it was.

Uggi · 20 May 2020, 03:10 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

https://seekingalpha.com/news/357591...es-luckin-boot

Bad news for any Luckin holders. No stake myself and I know many are wary of Chinese stocks, but this shouldn't scare you from stocks like BABA / JD.

Do your DD.

I have a reasonably chunky position in BABA but as it approaches the ATH my instinct says take the profit. Are you in it for the long haul or do you have a sell price in mind? Hope that doesn't come across as nosey, I'm curious as this is one I can't make my mind up about. I bought at 186.

JParm · 20 May 2020, 03:20 AM

Quote:

Originally Posted by Uggi

I have a reasonably chunky position in BABA but as it approaches the ATH my instinct says take the profit. Are you in it for the long haul or do you have a sell price in mind? Hope that doesn't come across as nosey, I'm curious as this is one I can't make my mind up about. I bought at 186.

Not nosy at all, and I think this type of discussion is why this thread is here.

I personally like where BABA is going in terms of growth (cloud, etc.) and that they're not just concentrating on Ecommerce. I put them in the same vein as an AMZN, and I would not be selling out here.

The macro-issues with China are not as much of a concern to me; there's a lot of conjecture there.

LordNewport · 20 May 2020, 03:23 AM

Quote:

Originally Posted by Uggi

How many American bankers went to jail after the GFC? Wasn't it one - for about 12 months? It's pretty much known as the greatest let off in the history of corporate/banking fraud.

That is NOT an analogous comparison to the Lukin fraud. Enron would be but that wouldn't help you express your anti american angst...

Uggi · 20 May 2020, 03:30 AM

Quote:

Originally Posted by LordNewport

That is NOT an analogous comparison to the Lukin fraud. Enron would be but that wouldn't help you express your anti american angst...

I'm not anti-American. Or anxious. Silly comment.
You brought nationalities into it and made a pretty sweeping generalisation about corruption and China and corruption and America - a generalisation which deserved to be challenged.
Anyway I'll leave it there as I don't want you to be upset.
Back to stocks.

JParm · 20 May 2020, 03:42 AM

https://www.cnbc.com/video/2020/05/1...ty-expert.html

I like what she says in the last minute and half or so in terms of tech and things that surround it (such as SQ).

LordNewport · 20 May 2020, 03:48 AM

Quote:

Originally Posted by Uggi

I'm not anti-American. Or anxious. Silly comment.
You brought nationalities into it and made a pretty sweeping generalisation about corruption and China and corruption and America - a generalisation which deserved to be challenged.
Anyway I'll leave it there as I don't want you to be upset.
Back to stocks.

I think the sweeping generalization about china is pretty accurate but back to stocks indeed!

RyanO · 20 May 2020, 03:51 AM

“U.S. stock markets will deliver among the steepest recoveries in their history over the next year, returning to levels from before March's coronavirus lockdowns more than twice as fast as after the 2008 financial crisis, according to analysts from U.S. bank Citigroup.”

https://www.google.com/amp/s/mobile..../idUSKBN22V15W

Sent from my iPhone using Tapatalk

beshannon · 20 May 2020, 04:23 AM

Quote:

Originally Posted by RyanO

“U.S. stock markets will deliver among the steepest recoveries in their history over the next year, returning to levels from before March's coronavirus lockdowns more than twice as fast as after the 2008 financial crisis, according to analysts from U.S. bank Citigroup.”

https://www.google.com/amp/s/mobile..../idUSKBN22V15W

Sent from my iPhone using Tapatalk

If a lot of things go right . . .

I still think we are higher 12-18 months from now even if we sell off again

19 May 2020, 08:49 PM	#2707
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	Home Depot EPS misses by $0.18, beats on revenue May 19, 2020 6:05 AM ET\|About: The Home Depot, Inc. (HD)\|By: Niloofer Shaikh, SA News Editor Home Depot (NYSE:HD): Q1 GAAP EPS of $2.08 misses by $0.18. Revenue of $28.26B (+7.1% Y/Y) beats by $690M. Shares -3.41% PM. Big revenue beat, expenses were higher. This would not concern me, need to hear the conference call but I am sticking with my position __________________ IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock

19 May 2020, 09:11 PM	#2708
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	https://www.thestreet.com/markets/5-...tuesday-051920 WMT beat, AMZN rumored to be buying (pieces) of JCP Kohl's EPS misses by $1.44, beats on revenue May 19, 2020 7:01 AM ET\|About: Kohl's Corporation (KSS)\|By: Niloofer Shaikh, SA News Editor Kohl's (NYSE:KSS): Q1 Non-GAAP EPS of -$3.20 misses by $1.44; GAAP EPS of -$3.50 misses by $1.04. Revenue of $2.43B (-40.6% Y/Y) beats by $280M. Shares -1.17% PM. __________________ IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock

19 May 2020, 09:49 PM	#2709
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,579	Happy to have scooped up WMT yesterday before earnings. Was near its ATH, but there really wasn't a doubt about where that was headed in my mind. I am surprised about HD, however. I got out of LOW / HD awhile back as they were surging pretty high, and I would not have expected a miss on anything for HD. Oh well, buy the dip! I think the same run-up will happen to BABA on Friday post ER, similar to JD and BIDU recently. BABA is a large part of our portfolio, yet I still might add a bit now. With the rumors of an 1-8 split, it just makes it all the more enticing... __________________

20 May 2020, 12:54 AM	#2710
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,579	https://seekingalpha.com/news/357591...es-luckin-boot Bad news for any Luckin holders. No stake myself and I know many are wary of Chinese stocks, but this shouldn't scare you from stocks like BABA / JD. Do your DD. __________________

20 May 2020, 03:42 AM	#2727
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,579	https://www.cnbc.com/video/2020/05/1...ty-expert.html I like what she says in the last minute and half or so in terms of tech and things that surround it (such as SQ). __________________

19 May 2020, 09:08 AM	#2705
cornerstore "TRF" Member Join Date: Sep 2009 Location: Canada Posts: 4,016	Correct me if I am misinformed, it appears the new vaccine czar resigns from Moderna board last week, today Moderna comes out with at best a feel good news vaccine story. Stock rockets, takes the whole market up , and the new czar is apparently holding options on 156 k shares of Moderna valued at over $10 million, which he now has agreed to sell tomorrow morning after initially saying he saw no conflicts of interest.

20 May 2020, 01:07 AM	#2711
Zack21 "TRF" Member Join Date: Aug 2011 Location: USA Posts: 93	Do you think the worsening problems facing Luckin will positively impact SBUX stock price?

20 May 2020, 01:39 AM	#2714
scarlet knight "TRF" Member Join Date: Jul 2010 Location: USA Watch: Good ones Posts: 8,548	I sold BABA after the Luckin problem came out. Hey, Americans have cooked books, too. Enron, WorldCom, Madoff.

20 May 2020, 01:40 AM	#2715
scarlet knight "TRF" Member Join Date: Jul 2010 Location: USA Watch: Good ones Posts: 8,548	I bought HD in 1990, never sold. Up quite a bit.

20 May 2020, 02:11 AM	#2718
scarlet knight "TRF" Member Join Date: Jul 2010 Location: USA Watch: Good ones Posts: 8,548	Quite a few. Never counted. Reinvested dividend until three years ago.

20 May 2020, 03:51 AM	#2729
RyanO "TRF" Member Join Date: Feb 2013 Real Name: Ryan Location: DMV Watch: LVc Posts: 2,169	“U.S. stock markets will deliver among the steepest recoveries in their history over the next year, returning to levels from before March's coronavirus lockdowns more than twice as fast as after the 2008 financial crisis, according to analysts from U.S. bank Citigroup.” https://www.google.com/amp/s/mobile..../idUSKBN22V15W Sent from my iPhone using Tapatalk

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