We saw a similar bounce like this at end of March, yes? Don't count on a stable run up. It is the June meeting which will set the tone, assuming Putin and Xi are unchanged though that period.
GBA Presents: RADIO SAVANT-!
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We saw a similar bounce like this at end of March, yes? Don't count on a stable run up. It is the June meeting which will set the tone, assuming Putin and Xi are unchanged though that period.
Good Morning Good Morning. The Whip Of Intelligence picks up slight turbulence caused by dropping retail and skims above it.
Braemar Hotels price target raised to $16 from $15 at Deutsche Bank » 06:50 BHR Deutsche Bank analyst…
I believe these guys got an upgrade just the other day.
Block designated as a Positive Fresh Pick at Baird 06:55 SQ Baird analyst David…
US Foods initiated with a Buy at Berenberg 06:51 USFD Berenberg analyst Alok…
Greenland Technologies initiated with a Buy at Litchfield Hills 06:47 GTEC Litchfield Hills analyst…
Litchfield Hills? What a cool name my house in Ct is nearby.
Braemar Hotels price target raised to $16 from $15 at Deutsche Bank » 06:50 BHR Deutsche Bank analyst…
I believe these guys got an upgrade just the other day.
Block designated as a Positive Fresh Pick at Baird 06:55 SQ Baird analyst David…
US Foods initiated with a Buy at Berenberg 06:51 USFD Berenberg analyst Alok…
Greenland Technologies initiated with a Buy at Litchfield Hills 06:47 GTEC Litchfield Hills analyst…
Litchfield Hills? What a cool name my house in Ct is nearby.
AeroVironment upgraded to Outperform at RBC Capital on demand acceleration 06:37 AVAV RBC Capital analyst Ken Herbert upgraded AeroVironment to Outperform from Sector Perform with a price target of $100, up from $95. The stock is up 44% since the outbreak of the war in Ukraine and the acceleration in demand for the company's Switchblade drone represents a positive inflection that should be sustained, the analyst tells investors in a research note. The rapid opening of other international markets makes further upside as likely beyond the estimated $50M in Ukraine shipments, Herbert adds.
Shoe Carnival raises FY22 EPS view to $3.95-$4.15 from $3.80-$4.10 06:33 SCVL Consensus for FY22 EPS is $4.10 .Sees FY22 revenue growth of 4%-7%, consensus $1.42B.
Shoe Carnival reports Q1 EPS 95c, consensus 86c 06:31 SCVL Reports Q1 revenue $317.53M, consensus $314.05M. "Our strategies to double our operating profit compared to the levels before the pandemic have worked. Our first quarter results demonstrate the structural profit transformation and increased scale our plans have achieved compared to pre-pandemic results. With gross profit margins in the mid-thirties, double-digit operating profit margin and store productivity above $300 per square foot, we are incredibly optimistic about our future growth and long-term profit potential," said CEO Mark Worden. "Both of our store banners exceeded expectations despite the quarter's economic headwinds and global uncertainties. Based on the strong start versus our plans, we are raising our annual EPS guidance and reiterating our sales growth guidance for 2022".
IDEA #1 SHOE CARNIVAL!
Shoe Carnival raises FY22 EPS view to $3.95-$4.15 from $3.80-$4.10 06:33 SCVL Consensus for FY22 EPS is $4.10 .Sees FY22 revenue growth of 4%-7%, consensus $1.42B.
Shoe Carnival reports Q1 EPS 95c, consensus 86c 06:31 SCVL Reports Q1 revenue $317.53M, consensus $314.05M. "Our strategies to double our operating profit compared to the levels before the pandemic have worked. Our first quarter results demonstrate the structural profit transformation and increased scale our plans have achieved compared to pre-pandemic results. With gross profit margins in the mid-thirties, double-digit operating profit margin and store productivity above $300 per square foot, we are incredibly optimistic about our future growth and long-term profit potential," said CEO Mark Worden. "Both of our store banners exceeded expectations despite the quarter's economic headwinds and global uncertainties. Based on the strong start versus our plans, we are raising our annual EPS guidance and reiterating our sales growth guidance for 2022".
IDEA #1 SHOE CARNIVAL!
JPMorgan investors reject Dimon's $50M bonus, WSJ reports 06:27 JPM JPMorgan shareholders rejected a roughly $50M retention bonus for CEO Jamie Dimon as well as the bank's compensation plans, The Wall Street Journal's David Benoit reports. Just 31% of investors voted for the bank's pay plans at its annual meeting. The vote comes as the bank has faced criticism over its spending and investments, with both ISS and Glass Lewis recommending investors vote against the pay packages. Reference LinkTerran Orbital unit awarded contract from DARPA, terms not disclosed 06:06 LLAP Terran Orbital announced that its subsidiary, PredaSAR Corporation, received a contract award from the Defense Advanced Research Projects Agency under an Other Transaction Authority for Prototype Agreement. Specific terms of the Agreement were not disclose
Five9 resumed with Buy from Neutral at Roth Capital 05:56 FIVN Roth Capital analyst Richard Baldry upgraded Five9 to Buy from Neutral with a $129 price target after resuming coverage of the name. The analyst believes Five9 remains one of the premier publicly-traded software-as-a-service players. The stock's current valuation is "more palatable" and the company's results should outpace its "conservative guidance," Baldry tells investors in a research note.
Six Flags Update. Some things you cannot expect or understand. Six Flags as taken me places I never thought I would go. There is an unfortunate trend on Tic Tok that swept the country and swept up Six Flag's profit --PEOPLE ABUSING THE ALL YOU CAN EAT BUFFETS ! I'M SERIOUS PEOPLE ARE EATING ALL 3 MEALS AND HAVING ALL THEIR FOOD FOR FREE AND BRAGGING ABOUT OT ON TIC TOCK. FORCING SIX FLAGS yesterday to drop the policy of free food....
Six Flags director buys $12.26M in common stock 18:17 SIX In a regulatory filing, Six Flags disclosed that its director Arik Ruchim bought 425K shares of common stock on May 13th in a total transaction size of $12.26M.
Idea #2 SIX
Six Flags director buys $12.26M in common stock 18:17 SIX In a regulatory filing, Six Flags disclosed that its director Arik Ruchim bought 425K shares of common stock on May 13th in a total transaction size of $12.26M.
Idea #2 SIX
SmartRent director buys $1.04M in common stock 17:47 SMRT In a regulatory filing, SmartRent disclosed that its director Robert Best bought 225K shares of common stock on May 13th in a total transaction size of $1.04M.
Flex upgraded to Buy from Hold at Argus 07:17 FLEX Argus analyst James…
Sportradar reports Q1 revenue EUR 167.9M vs EUR 128.471M last year 07:03 SRAD Carsten Koerl, Chief…
?--> Sportradar reaffirms FY22 revenue view EUR 665M - EUR 700M 07:04 SRAD Adjusted EBITDA is…
I think....
Flex upgraded to Buy from Hold at Argus 07:17 FLEX Argus analyst James…
Sportradar reports Q1 revenue EUR 167.9M vs EUR 128.471M last year 07:03 SRAD Carsten Koerl, Chief…
?--> Sportradar reaffirms FY22 revenue view EUR 665M - EUR 700M 07:04 SRAD Adjusted EBITDA is…
I think....ZIM Integrated reports Q1 EPS $14.19 vs. $5.13 a year ago 07:01 ZIM Reports Q1 revenue $3.72B vs. $1.74B. a year ago
ZIM Integrated raises FY22 adjusted EBITDA view to $7.8B-$8.2B from $7.1B-$7.5B 07:03 ZIM Raises FY22 adjusted EBIT…
IDEA #3 ZIM
ZIM Integrated raises FY22 adjusted EBITDA view to $7.8B-$8.2B from $7.1B-$7.5B 07:03 ZIM Raises FY22 adjusted EBIT…
IDEA #3 ZIM
WTF-
ZIM Integrated Shipping Services declares $2.85 dividend
May 18, 2022 7:20 AM ET ZIM Integrated Shipping Services Ltd. (ZIM)
Symbol Last Price % Chg
ZIM Pre
65.04
68.09<-------- +4.69%
ZIM Integrated Shipping Services declares $2.85 dividend
May 18, 2022 7:20 AM ET ZIM Integrated Shipping Services Ltd. (ZIM)
- ZIM Integrated Shipping Services (NYSE:ZIM) declares$2.85/share quarterly dividend.
- Forward yield17.53%
- Payable June 8; for shareholders of record May 31; ex-div May 30.
- Dividend policy: The Company intends to distribute a dividend of approximately 20% of the net income for thefirst three fiscal quarters of the year, while the company expects to distribute (including the interim dividends paid during the first three fiscal quarters of the year) a total of 30-50% of its annual net income.
- In the last quarter, the company declared $17.00 dividend, bringing total annual dividend to $19.50, The annual dividend of $19.50 per share reflects 50% of 2021 net income.
Symbol Last Price % Chg
ZIM Pre
65.04
68.09<-------- +4.69%
Am I crazy? The % yield on ZIM is 29% ? 
VAN-!
VAN-!
What is the unseen danger?
Well margins are getting all the attention. Margins are shrinking in some retail. That's actually a good thing in a way the consumer has reached his or her limit and is not paying any higher prices. So Retail must cut costs. That means the consumer is helping cool the economy. The Fed likes that.
So what is the unseen danger-- RUSSIA DEFAULTS <----
So far in this strange dance with Russia we have been punishing hem with sanctions yet letting them pump & deliver oil and gas. It doesn't make much sense. To keep the country solvent I guess for a future leader Rusia has been allowed to pay of debt in such a way that they have not had to default.
A lot of time has passed and smart banks have probably dislidoged themselves completely... but could one or two financial firms get tied up in a Russia default and create a LTM like situation here... a distressed situation?
As the war drags on in Ukraine, Western nations are looking to add to their sanctions roster, which had started to dry up in recent weeks. The U.S. is now considering a full block to Russia's ability to pay American bondholders as the Kremlin navigates a web of sanctions by tapping domestic dollar reserves to make coupon payments (its funds are frozen in the West). Things could happen quickly if the Biden administration lets a temporary exemption expire next week that had allowed for payments that originate from non-U.S. accounts to be made through American financial institutions.
Snapshot:Some officials at the Treasury Department had previously argued that allowing Russia to pay its debt would further "drain its remaining valuable dollar reserves" that would otherwise be spent on funding the invasion of Ukraine. The thinking now is to increase the pressure as Moscow looks to stave off a financial crisis via a set of emergency measures and strict capital controls. The ruble has already pared all the losses seen since the invasion to become the world's best performing currency this year, while economic activity is improving as Russia continues to make revenue on gas flows to the EU.
"It continues to be our baseline scenario that a default will happen," said Carlos de Sousa, emerging markets strategist at Vontobel Asset Management. "It is an interesting one," added Matthew Vogel, head of sovereign research at FIM Partners. "The move would leave Russia as a debtor seemingly desperate to make payments, but not allowed to do so."
Well margins are getting all the attention. Margins are shrinking in some retail. That's actually a good thing in a way the consumer has reached his or her limit and is not paying any higher prices. So Retail must cut costs. That means the consumer is helping cool the economy. The Fed likes that.
So what is the unseen danger-- RUSSIA DEFAULTS <----
So far in this strange dance with Russia we have been punishing hem with sanctions yet letting them pump & deliver oil and gas. It doesn't make much sense. To keep the country solvent I guess for a future leader Rusia has been allowed to pay of debt in such a way that they have not had to default.
A lot of time has passed and smart banks have probably dislidoged themselves completely... but could one or two financial firms get tied up in a Russia default and create a LTM like situation here... a distressed situation?
As the war drags on in Ukraine, Western nations are looking to add to their sanctions roster, which had started to dry up in recent weeks. The U.S. is now considering a full block to Russia's ability to pay American bondholders as the Kremlin navigates a web of sanctions by tapping domestic dollar reserves to make coupon payments (its funds are frozen in the West). Things could happen quickly if the Biden administration lets a temporary exemption expire next week that had allowed for payments that originate from non-U.S. accounts to be made through American financial institutions.
Snapshot:Some officials at the Treasury Department had previously argued that allowing Russia to pay its debt would further "drain its remaining valuable dollar reserves" that would otherwise be spent on funding the invasion of Ukraine. The thinking now is to increase the pressure as Moscow looks to stave off a financial crisis via a set of emergency measures and strict capital controls. The ruble has already pared all the losses seen since the invasion to become the world's best performing currency this year, while economic activity is improving as Russia continues to make revenue on gas flows to the EU.
"It continues to be our baseline scenario that a default will happen," said Carlos de Sousa, emerging markets strategist at Vontobel Asset Management. "It is an interesting one," added Matthew Vogel, head of sovereign research at FIM Partners. "The move would leave Russia as a debtor seemingly desperate to make payments, but not allowed to do so."