Praet in Frankfurt
Noting much from Praet in Frankfurt.
Noting much from Praet in Frankfurt.
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CROX beats EPS estimates despite sales dip. Guidance up, but margins face tariff/cost headwinds.
FANG up 30%, CVX up 20%. FANG's yield 2.1%, CVX's 3.8%. CVX offers better value.
CHH revenue beats, but profit misses 18.8%. Margins dip, but guidance holds. Buy signal?
SG's 441x EV/EBITDA signals risk despite small-cap allure. STEP & GPOR show growth, with STEP at 21.3x P/E, GPOR at 7.4x.
AMPL's 102% retention & 6.8% FCF margin raise red flags. PLNT's weak sales & OPLN's sales decline signal caution.
EGHT's 0.4x P/S & flat sales signal caution. ULH at 23x P/E faces revenue decline. BOOT's 20.3x P/E shows strong growth.
US jobs surge, wages climb despite energy shock. Fed eyes inflation, not growth. Canada's trade deficit narrows.
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