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12 minutes | Aug 15, 2021
Disney (DIS) Stock: Is Disney A Good Long-Term Investment?
If two meteors collided and one was named Carnival Cruise and the other Netflix, they'd make a new meteor called Disney (#DIS). In a locked down covid world, streaming rules. People are watching Disney+, Hulu, and ESPN+. As covid fades and the people of the new brave world venture out, they find themselves inside of Magic Kingdom and on top of Disney Cruises. Disney stock is to own the best of both worlds and has many reasons to go higher!
14 minutes | Aug 12, 2021
eBay Stock: Is eBay undervalued? Buy after earnings?
eBay is one of the oldest internet companies around, but their stock is also one of the cheapest when compared to other online marketplace platforms. Yesterday the company reported Q2 earnings and left investors feeling mixed. EPS beat by $0.04, but revenue failed to impress and missed by $170M. To top it off, Q3 guidance came in soft with revenues expected to be lower than what they were this past quarter. But shockingly, the stock still climbed +1.28% today. How? Maybe it's because the stock is still wildly undervalued. Even if there's negative growth.
17 minutes | Aug 10, 2021
Amazon (AMZN) Stock: Is AMZN Overpriced or Buy The Dip?
Shares of Amazon (#AMZN) are up +2.61% year to date and down -8% since the company reported earnings last month. The stock is flat on the year and many investors are bearish in the short term. Why are they bearish? The eCommerce giant reported that Q3 earnings would be less than what they just earned, which signals growth slow down. Actually, negative growth. To add fuel to the fire, Jeff Bezos has stepped down as CEO and Amazon Cloud Exec Charlie Bell is retiring. But is this all smoke in mirrors? Late last month #Amazon reported Q2 earnings that showed impressive growth. Q2 Q2 GAAP EPS beat by $2.80 and revenue was up +27.2% Y/Y. Are investors right by selling their Amazon shares because of lower guidance and executives leaving? Or should they be adding or initiating positions while the stock dips?
12 minutes | Aug 9, 2021
Alibaba (BABA) Stock Analysis: Is Alibaba Stock Crashing?
Over the past one year Alibaba (#BABA) stock is down -26%. The Chinese tech company reported an earnings beat, but shares continue to decline. Is now the time to buy BABA dip? From a financial standpoint, Alibaba is knocking o out the lights. Revenue increased +33% Y/Y while cash on the balance sheet as of June 30 was at $45B. But as revenue continues to increase, shares continue to decrease.
16 minutes | Aug 2, 2021
Take-Two (TTWO) Stock Analysis: Net Bookings Down -28%!!! Buy the Dip?
Take-Two Interactive (#TTWO) is a video game development company that's famous for many titles, including Grand Theft Auto. The video game stock is trading down -4% in post-market as investors digest the company's earnings report. Take-two announced Q1 GAAP EPS of $1.30 (beats by $0.27) and net bBookings of $711.4M (-28.6% Y/Y). Net bookings were actually above guidance and many investors aren't displeased with the numbers. Fiscal 2022 guidance came in soft and that is what appears to have investors worried. Net Bookings are expected to range from $3.2 to $3.3 billion vs. consensus of $3.43 billion as some release titles are pushed back. Will this become a recurring issue, or should investors buy the dip?
16 minutes | Jul 30, 2021
Procter & Gamble (PG) Stock Analysis: Best Buy and Hold Stock?
As the market trades sideways, Procter & Gamble (#PG) stock manages to gain +2% on an earnings beat! The consumer goods corporation reported FQ4 Non-GAAP EPS of $1.13 beats by $0.04 and revenue of $18.96B (+3.9% Y/Y). If an earnings beat wasn't enough for investors, the company also gave a bullish forecast for FY22! P&G noted that looking ahead they expect EPS growth of +3% to +6% while organic growth sales grow between 2% to 4% from a year ago. Is P&G a buy and hold stock for years to come?
13 minutes | Jul 29, 2021
PayPal (PYPL) Stock Analysis: Buy The PayPal Dip?
A gap down in the stock price and investors are looking at PayPal (#PYPL) as the stock goes on sale. Last night #PayPal announced Q2 earnings and reported Non-GAAP EPS of $1.15 (beats by $0.03) and revenue of $6.24B (+18.6% Y/Y). Revenue missed analyst expectations by $30M, but what most investors focused on was the soft guidance. The fintech company expects Q3 revenue of $6.15B-$6.25B vs. consensus of $6.45B. As growth slows investors have been spooked and have decided to sell. Does this present a buy on dip for investors that want to initiate or add to their position?
14 minutes | Jul 29, 2021
Mastercard (MA) Stock Analysis: Will Mastercard Shares Break Highs?
Mastercard (#MA) stock is trading +1.66% higher since the company announced Q2 earnings this morning. The financial services company reported Q2 Non-GAAP EPS of $1.95 (beats by $0.20) and revenue of $4.5B (+36.4% Y/Y). Many investors are excited to see revenues of $4.5B because it represents post-pandemic growth from 2020 and topping 2019 revenues of $4.4B. But does the company still have room to grow? Shares are only 2.93% away from all time highs, which leaves many investors wondering if now is the right time to buy #Mastercard stock.
15 minutes | Jul 28, 2021
Qualcomm (QCOM) Stock Analysis: Is QCOM A Good Growth Stock?
Qualcomm (#QCOM) shares are up +3% in after hours after the company reported Q3 earnings and estimate higher revenues for Q4 than what analyst were expecting. The chip maker announced Q3 Non-GAAP EPS of $1.92 (beats by $0.24) and revenue of $8.06B (+64.5% Y/Y). Revenue segments in handsets and IoT led much of the growth, which is a promising sign for company growth because those are growing sectors. Is now a good time to buy #Qualcomm stock?
17 minutes | Jul 28, 2021
Boeing (BA) Stock Analysis: Buy The Dip In Boeing Stock?
Boeing (#BA) reported what some to believe to have been a "surprise" Q2. The airplane manufacturer announced Q2 Non-GAAP EPS of $0.40 (beats by $1.12) and revenue of $17B (+43.9% Y/Y). The #Boeing surprise is that the company made a profit last quarter. But is it really a surprise? In March, Southwest Airlines (LUV) announced that they were buying 100 Boeing made planes. Then last month, they announced that they're adding an additional 34 planes to the order. And it's not just Southwest. Late last month United Airlines (UAL) also announced that they need more planes as travel demand picks up. As commercial travel increases, it only makes sense that Boeing revenues increase with it. So were Boeing earnings really a surprise? Or better yet, is now the time to buy Boeing stock before they "surprise" investors when they report a second profit?
14 minutes | Jul 27, 2021
Visa (V) Stock Analysis: Is Visa Stock A Buy?
Visa (#V) just announced Q3 earnings and reported pre-pandemic levels of revenue! The financial services company announced Q3 Non-GAAP EPS of $1.49 (beats by $0.14) and revenue of $6.13B (beats by $270M). Shares of #Visa made new all time highs of $252 earlier this week, leaving many investors skeptical about buying. But there's a solid argument made for why shares can go higher. Cross-border transaction revenues are still down -$500M from 2019 levels, while total revenues are back to pre-pandemic levels. As travel comes back, revenues should increase, which can easily boost the stock price higher.
17 minutes | Jul 26, 2021
Lockheed Martin (LMT) Stock Analysis: Buy The Dip In LMT?
Lockheed Martin (#LMT) is the world's largest defense supplier and their stock is down -16% while revenues stay steady increasing. The defense company reported Q2 earnings with Non-GAAP EPS of $7.13 (beats by $0.61) and revenue of $17.03B (+5% Y/Y). Bears of LMT stock believe the company isn't a buy because there are no wars. But their revenues have increased every year since 2014 with or without war. As technology advances it appears that governments will buy and advance their military equipment, with or without wars.
12 minutes | Jul 21, 2021
Verizon (VZ) Stock Analysis: Does Verizon Have Too Much Debt?
Today, Verizon (#VZ) announced Q2 earnings and beat analyst expectations! The communications company reported Q2Non-GAAP EPS of $1.37 (beats by $0.07) and revenue of $33.8B (+11.2% Y/Y). To top it off, the company said that the firm's overall business was running ahead of pre-pandemic levels and expect growth to continue.
14 minutes | Jul 20, 2021
Netflix (NFLX) Stock Analysis: Is NFLX Done Growing?
Netflix (#NFLX) continues to have slowed subscription growth and fails to beat Q2 analyst expectations. The global streaming platform reported Q2 GAAP EPS of $2.97 (missed by $0.19) and revenue of $7.34B (+19.3% Y/Y). Many investors keep pointing to slow growth in subscription growth, but the company has already amassed 209.18 global paid memberships. Should the focus now shift to revenue growth?
12 minutes | Jul 19, 2021
IBM Stock Analysis: IBM A Buy After Revenue Increase?
International Business Machines Corporation (#IBM) posted Q2 earnings and were able to increase revenues, but failed to increase net income. The tech company beat earnings by reporting Non-GAAP EPS of $2.33 (beats by $0.04) and revenue of $18.7B (+3.2% Y/Y). IBM has had years of decreasing revenues, so this quarterly spike is a breath of fresh air for investors, but seems to be overshadowing the company's large amount of debt and dividend that continues to outpace total net income. Is the company staging a comeback that's worthy to invest in, will it continue its downward trend for years to come?
15 minutes | Jul 17, 2021
Pepsi (PEP) Stock Analysis: Buy Stock At All Time High?
Earlier this year there was a big shift from growth stocks to value stocks as inflation and interest rose. That means investors took profits in frothy names like Teldadoc (TDOC), NIO, and Coinbase (COIN), to move into value names like Pepsi (#PEP). Shares of #Pepsi were trading at $129 in March of this year and just recently closed at $155.79, which is a +20% move in four months. Can it keep going? Earlier this week the company surprised investors with a substantial earnings beat. They reported Q2 Non-GAAP EPS of $1.72 (beats by $0.19) and revenue of $19.22B (+20.5% Y/Y), beating by $1.27B. It was impressive to see large growth in a mature company and management signaled that it's not over by forecasting to deliver a 6% organic revenue increase. Should investors be buying into the bullish Pepsi sentiment and purchase shares at all time highs?
20 minutes | Jul 17, 2021
Delta Air Lines (DAL) Stock Analysis: Will Delta Stock Go Lower?
Bottoming in May of 2020 at $20 and bouncing up to 2019 prices earlier this year $52, Delta Air Lines (#DAL) stock has been somewhat of a come back story. The airline company has an all time high of $63 and many investors want to know if a travel boom will send the stock flying back to highs. Earlier this week #Delta reported Q2 earnings and topped analyst expectations. To top it off, CEO Ed Bastian states that, “Domestic leisure travel is fully recovered to 2019 levels and there are encouraging signs of improvement in business and international travel." In regards to the pandemic, the worst appears to be over for Delta. They posted a profitable June month and are planning on adding 27 planes to its fleet as demand picks up. Should investors be buying the Delta dip?
14 minutes | Jul 15, 2021
Taiwan Semiconductor (TSM) Stock Analysis: Buy The TSM Dip?
Taiwan Semiconductor Manufacturing Company (#TSM) shares are currently trading at $117.53, which puts them down -16% from highs of $141. Is this a buy on dip opportunity? Earlier this morning, TSM announced Q2 earnings, which left analyst skeptical. The semiconductor company reported Q2 GAAP EPS of $0.93 (beats by $0.02) and revenue of $13.29B (misses by $20M). Today alone shares slipped -5% on the revenue miss. But are investors missing the bigger picture? Taiwan Semi was able to book grow margins of 50%, operating margins of 39%, and are expecting to increase revenue for Q3 by +$1.4B. Is TSM a buy on dip opportunity?
11 minutes | Jul 14, 2021
Bank of America (BAC) Stock Analysis: Buy the bank dip?
Bank of America (#BAC) announced Q2 earnings and gave investors mixed feelings. America's second largest bank reported Q2 GAAP EPS of $1.03 beats by $0.26, but missed on revenue by $300M. Shares of BAC are trading at $38.86, which are up +64% over the 1Y, but flat over the past five months. Can the stock go higher, or has it reached its limit? In June, the bank announced a dividend increase of +21% and shares fell on the news. Now the bank missed on earnings, which is making investors question if it can continue to dip from its 52 week high of $43.49. Is now the time to buy the BAC dip, or will it continue dipping?
12 minutes | Jul 13, 2021
JPMorgan (JPM) Stock Analysis: Dividend Growth Stock?
This morning, JPMorgan (#JPM) reported a Q2 earnings beat! America's largest bank announced Q2 GAAP EPS of $3.78 beats by $0.60 and revenue of $30.5B (-7.9% Y/Y). Regardless, investors did not appear impressed because shares traded down and closed at $155.65 (-1.49%). Does this present investors with a buy opportunity? Not only did the company beat earnings, but #JPMorgan announced late last month that they're raising its quarterly dividend to $1, up from $0.90. Still, shares are only up from the $153 that they were at when the bank announced the news. With little movement in the stock over the past few weeks, good earnings, and big dividend news, is now a buying opportunity?
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