taobanker
@taobanker
Had some difficulty topping our original GLP-1 primer’s title, “Upgrading from Overweight”, but that didn’t stop me from writing the sequel - GLP-1s: A Second Serving citriniresearch.com/p/glp-1s-the-s…
$CNC earnings going to wreck the sector again tomorrow, then next week $UNH earnings will finish it off and all healthcare companies will get delisted.
$MOH earnings going to wreck the sector again aren't they?
$RGCO interesting little natty utility in Roanoke, Virginia...worth watching for a pullback
Oral arguments, Oct 27 — mark your calendars $BUR $YPF
🔴La Corte de Apelaciones del Segundo Circuito agenda Argumentos Orales para el caso por la expropiación de YPF durante la semana del 27 de Octubre. Exactamente dos años después del inicio de la apelación. 🔴Second Circuit Court of Appeals Schedules Oral Arguments in YPF…
I'm not sure how else to explain this to you guys: If you manage enough $$$, you can force price to liquidate certain levels, causing a cascade effect of stop/liq orders, then buy it up on the other end at a much cheaper price This is exactly how big players control $SPY and is…
Watching Trump makes me lol every time. Just watched his speech at the Fed construction site. He has a hype-man follow-up: "Americans deserve to become first time homebuyers. President Trump has created the best economy--" [President Trump raises his eyebrows] "--in the…
I think this is probably the most relevant immediate issue for $LMT share price. The Air Force is saying that they are refusing to order more of these until the software update is validated. Ultimately the upgraded F-35 will be a very successful and economical plane. $LMT says…
Lockheed has the best aerodynamic engineers but the worst software engineers in the US defense industry, so Lockheed's ability to deliver advanced software capabilities in future F-35 upgrades is kinda doubtful, which may be the reason why USAF isn't biting the bait.
Would it be easier to get a job if I'm good at bloomberg excel plugin as opposed to capitaliq excel plugin? Have never talked to an employer that cared that I'm good at the capitaliq one.
I would love to read the sell side reports for the lowest price targets on $LULU. $155. Anyone read it?
Hmmm. Buy at 9.5x earnings, ride it up to 14x after new capex comes online? It's not the worst idea but these supermarket renovations seem to be huge money pits / vanity projects. I think we should stay strong and see if we can get this below $35.
Thinking thru everything I know about $VLGEA and looking at the chart, feeling like this could be one of those "stairstep" stocks in a doubling phase. Specifically, I feel like there's probably a relatively painless 40%-50% upside here.
I added 2% positions in $moh $cnc and $lulu near the close today because I'm a big chungus I feel like what I really need, personally, is to spam 2% positions like this then go to the beach But also feel like I fucked up on that strategy since CROs and life sciences already…
Stocks that I should probably buy immediately but it's hard to figure out what to sell especially because of chungus ass taxes: - $CPRX - $GMAB - $TAP - $MGPI - $WEN
My life was significantly better before I believed in the ability of the U.K. consumer to bounce back.
i'm feeling v bullish on $COUR eps 2nite. 750m cash, no debt. ed tech v out of favor sector. new ceo last q sandbagged guide; guide implies rev decel and margin compression in 2h, so de-risked. used words "prudent" and "very careful" to describe guide last q.