Your daily thread to exchange trading ideas and discussion 27 July
Fed later, Boj Friday but will either of them deliver what markets expect?
Share all you trading ideas with the ForexLive community here.
Fed later, Boj Friday but will either of them deliver what markets expect?
Share all you trading ideas with the ForexLive community here.
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UMG shares down 30% YTD; Ackman offers $64B, valuing at €30.40/share vs. €17.11 current.
HEI (+114% 5yr) boasts 19.5% sales growth & 46.9x P/E. MEDP (+196% 5yr) shows 15.9% growth at 28.6x P/E.
Nike's revenue growth disappoints, but FCF margin expands. TPL shows strong revenue growth & margins.
DKNG's 22.1x P/E hides slow growth & losses. GTES's 3.8% sales growth & 13.7x P/E signal weak demand. FAF's 1x P/B shows muted growth.
NKE shares dive 30% on flat revenue & falling margins. China woes persist. Patience needed for recovery.
UTHR +192% 5yr, 20.1x P/E. CCB +199% 5yr, 2.1x P/B. CVX +90.7% 5yr, 20.7x P/E.
CMG drops 10.4%, P/E falls to 29 from 32. Buy the dip for long-term growth!
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