Hello X-Rays-!
Whenever a market participant doesn't know the answer they say "great question" and may I say to you great question!
Everyone has an interest in seeing NVDA do well. If they guide up I think they can even miss their rev number. Most houses seem to think NVDA will beat top and bottom line AND guide up
that seems to me to be asking alot.
Timing is interesting of course. This may not be the best week to be rewarded for earn as politics takes center stage.
Taking into account leverage that may exist-- everyone seems to be taking out insurance on certain leading names. If there is a problem it will result in a large and quick drop.
Last I heard-> NVDA is expected to post quarterly earnings of $0.92 per share in its upcoming report, which represents a year-over-year change of -32.4%.<----
For me that's not enough,/ Not with a PE of.....? It's high. The stock is ahead of itself and pricey.
That being said there are alot of powerful folks who want this AI-driven rally to continue.
Janus Henderson Group
- Ticker: JHG
- Yield: 6.05%<-------- Hello!
- Share price: $26
- Forward price-to-earnings ratio: 13<----- Hello!
- I have a way of buying the wrong name when two stock sound the same-- I have been looking at a storage play Janus Int... but of course there is another Janus in the market.....
Janus Henderson oversees $310 billion in assets under management, ever since the company was created by the 2017 merger of Janus Capital Group and Henderson Group, an event which kicked off multiple years of asset outflows.
But take a fresh look at 2023: A new chief executive, a stock on sale,
and asset inflows suggest that things may have turned a corner.
“It trades pretty cheaply to its intrinsic value”—that is, their measure of what the asset is worth, and what a rational investor should be willing to pay for it—“
at around a 30% discount.”
-decent returns on capital,
-a significant economic moat that makes it difficult for competitors to breach its businesses and a management team that seems to be righting the ship.
-better branding, amplifying its strengths such as institutional appeal,
-and diversification into areas such as the growth of its strong-performing Alternatives business.
The yield is notably high,
currently around 6%—indeed so high, that some investors might wonder whether that dividend is sustainable. But they have “a lot of cash on their balance sheet, and have reaffirmed their plans to maintain that dividend.”
Properly valued at $37—
//
Two Dividend Ideas:
JHG & JAPAY.//
