GBA Presents: House of Gummy-!
- Thread starter stonedinvestor
- Start date
Lots of HF META chatter... now they always do so grain of salt but more than ususal.
META********
Meta poised for AI tipping point, Barclays says
META-1.01%Today, 11:59 AM
META********
Meta poised for AI tipping point, Barclays says
META-1.01%Today, 11:59 AM
Meta Platforms remains Loop's top pick amid expected Q4 advertising acceleration »
There's a couple things about Este Lauder.
Right now, even though it has been beaten into glue.... the PE remains pretty high.
1)I went back and looked, and EL has rarely (if ever) not climbed after their November quarterly reports.
2) For whatever reason, cosmetic companies do well in times of turmoil. We can hypothesize theories all day long as to why that's true... but who cares from a stock picking standpoint, it is what it is.
3) And this is the biggest one of all. EL generates nearly 25% of its revenue in the Pacific Rim. Primarily China. For all the blah blah blah we get regarding China, the people there are on the move.
Note this:
Domestically, there are forecast to be 190 million railway trips within China as well as 21 million air journeys. Fliggy, the online travel site from Alibaba Group Holding (HK:9988) (BABA) , says there were six times the number of domestic bookings made this year vs. last year, when China was still laboring under the highly disruptive campaign to eliminate Covid. Fliggy says international travel bookings are 20 times the figure from 2022, when it was virtually impossible for Chinese travelers to leave the country.
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So... even though I don't like the chart and I don't like the PE.... I think EL is gonna report a blowout quarter early next month and it'll be above $160 by years end.
VZ UPGRADE---> ESTE LAUDER $141.21
Right now, even though it has been beaten into glue.... the PE remains pretty high.
1)I went back and looked, and EL has rarely (if ever) not climbed after their November quarterly reports.
2) For whatever reason, cosmetic companies do well in times of turmoil. We can hypothesize theories all day long as to why that's true... but who cares from a stock picking standpoint, it is what it is.
3) And this is the biggest one of all. EL generates nearly 25% of its revenue in the Pacific Rim. Primarily China. For all the blah blah blah we get regarding China, the people there are on the move.
Note this:
Domestically, there are forecast to be 190 million railway trips within China as well as 21 million air journeys. Fliggy, the online travel site from Alibaba Group Holding (HK:9988) (BABA) , says there were six times the number of domestic bookings made this year vs. last year, when China was still laboring under the highly disruptive campaign to eliminate Covid. Fliggy says international travel bookings are 20 times the figure from 2022, when it was virtually impossible for Chinese travelers to leave the country.
___________________________________________________
So... even though I don't like the chart and I don't like the PE.... I think EL is gonna report a blowout quarter early next month and it'll be above $160 by years end.
VZ UPGRADE---> ESTE LAUDER $141.21
Because I blab so much about it!!~! HF caught abit of this.
TOMI Environmental Solutions, Inc. (TOMZ) Opened at .88!
NasdaqCM - NasdaqCM Real Time Price.
1.1048+0.2348 (+26.9885%)<---------
As of 01:51PM EDT. Market open.
TOMI Environmental Solutions, Inc. (TOMZ) Opened at .88!
NasdaqCM - NasdaqCM Real Time Price.
1.1048+0.2348 (+26.9885%)<---------
As of 01:51PM EDT. Market open.
LMND is AI play. Surprise.
At this point do you guys wonder if I have a system? How many times can I be right>?
HUGE UP DAY TOMORROW.
Enjoy children. Enjoy,
SP500 S&P 500 Index
4,253.33-10.42 (-0.24%)<--------------
1:56 PM 10/05/23S&P Complete Indices | Realtime
Company Profile
CrowdStrike Holdings, Inc. provides cloud-delivered protection across endpoints and cloud workloads, identity, and data. It offers corporate workload security, security and vulnerability management, managed security services, IT operations management, threat intelligence services, identity protection, and log management. The company primarily sells subscriptions to its Falcon platform and cloud modules through its direct sales team that leverages its network of channel partners. It serves customers worldwide. The company was incorporated in 2011 and is headquartered in Austin, Texas.
I have CRWD and WDAY ditching WDAY and doubling up on the stronger name.
This is cyber protection....
CrowdStrike Holdings, Inc. provides cloud-delivered protection across endpoints and cloud workloads, identity, and data. It offers corporate workload security, security and vulnerability management, managed security services, IT operations management, threat intelligence services, identity protection, and log management. The company primarily sells subscriptions to its Falcon platform and cloud modules through its direct sales team that leverages its network of channel partners. It serves customers worldwide. The company was incorporated in 2011 and is headquartered in Austin, Texas.
I have CRWD and WDAY ditching WDAY and doubling up on the stronger name.
This is cyber protection....
GBA Upgrade CRWD CrowdStrike Holdings, Inc.*****
$165.29 +1.24
$165.29 +1.24