Good morning all, from Europe
Pleas post any bright ideas or comments you’d like to share with your fellow readers here…
Good morning all, from Europe
Pleas post any bright ideas or comments you’d like to share with your fellow readers here…
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Mortgage rates jump 10% on war fears, hitting 6-month highs. Housing demand dips.
HPE's 47.2% ARR growth & 16.8% revenue forecast suggest strong returns. GDDY's slow growth & CAT's flat sales raise concerns.
ENR's 4.8x P/E hides debt risks; HPQ's 7x P/E faces flat sales & falling EPS. SFM's 13.6x P/E shows strong growth.
BDC, VNT, KD show muted growth & aging profits. AI flags growth stocks like NVDA (+1326%) & TGLS (+1754%) instead.
AI's billings drop 11.2%, FCF margin shrinks 12.6%. MMI's sales grow 1% annually. ROST's ROIC hits 31.6%.
UTI's returns erode on low capital base, trades at 19.9x EV/EBITDA. CAH & OMC show strong growth & scale.
Rivian's $19B cap vs. Tesla's $1T. RIVN dips 18% on lower deliveries, TSLA margins shrink.
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