- Next reported bids at 1.4030
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Banks returned 13.4% in 6 months, but PB, NBHC, FRME face muted growth & flat EPS. Avoid these.
Warsh's Fed pick faces bond market warnings on inflation & rate hikes. Bull market at risk?
COCO's 52.8% monthly return shines; ASTH shows strong growth at 13.2x P/E. SATS faces sales dips & high 29.5x EV/EBITDA.
FSS surges 15.3% revenue, 29.8% EPS growth; BELFA +13.3% FCF margin. PD's 2.5% billings growth & flat sales raise concerns.
Fast food stocks mixed: MCD up 9.4% rev, LOCO beats, PZZA down 7.7% rev, DPZ lags, SBUX up 8.8% rev.
Greek banks, once junk, now yield 146% in 5 yrs, trading at 9x earnings vs. Nasdaq's 116%. Recovery trade!
BPO stocks down 14% post-earnings. EXPO -19.8%, CBZ -14.1%, CNXC -27.9%, ARMK +18.4%, HURN -22.2%. Mixed results.
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