Actually that's a new one today the one I saw this am is this one the ole' doubles skip upgrade--
HeidelbergCement upgraded to Buy from Sell at Goldman Sachs 04:38 HDELY
Might there be some fire to this smoke....
GBA Presents: RADIO SAVANT-!
- Thread starter stonedinvestor
- Start date
Actually that's a new one today the one I saw this am is this one the ole' doubles skip upgrade--
HeidelbergCement upgraded to Buy from Sell at Goldman Sachs 04:38 HDELY
Might there be some fire to this smoke....
HDELY HeidelbergCement AG-- Has been rooted at $13 level for some time.
$15.19 <----- Moving out!
$15.19 <----- Moving out!
Its been at $14 for a while now.
I think I mentioned it at $14.50, but yeah it does seem to have finally broken that $14 ceiling with a little conviction.
I'm surprised van didn't notice > I was going to highlight HDELY this am but I couldn't find any other news. It got an upgrade.
Unfortunately I think we are going to have to downgrade Papa John.
It's unusually hot today in the city. Kind of gross. The idea of going to an air conditioned eatery in Charleston does appeal so. Would I sit home in the heat and order a Papa Johns.. hell No!!!
Papa John's (PZZA) Near-Term Prospects Appear Disappointing
Fri, April 14, 2023, 9:26 AM EDT
Papa John's International, Inc. PZZA has declined sharply despite a decent gain witnessed by the restaurant industry in the past year. The stock has lost 23.9% against the industry’s gain of 14.8%. Primarily, the downfall can be attributed to inflationary pressures and staffing challenges. Deteriorating economic and business conditions in United Kingdom added to the downside.
PZZA’s near-term prospect also looks gloomy. Our model estimates first-quarter 2023 revenues to decline 2.7% year over year to $527.9 million. We expect bottom line to decline sharply owing to higher expenses. Per our model, total costs are likely to increase 5.8% whereas adjusted earnings are likely to decrease 38.8% to 58 cents per share.
High debt remains a concern for Papa John's. Long-term debt (less current portion) at the end of the fiscal fourth quarter came in at $597.1 million compared with $548.8 million reported in the previous quarter. PZZA ended the fiscal fourth quarter with cash and cash equivalents of $47.4 million compared with $36.6 million reported in the previous quarter.
That's all priced in.
Next Q's comps are what matters.
They are stealing market-share from DPZ anywhere they compete head to head.
How many times do I have to tell you Stoney... quit listening to idiots.
Anyone can look at the books and write that stuff.
Write this down Stoney:
In general, at any given moment in time, especially on relatively easy to understand business models... a stock's price reflects all of the known data about that stock. Macro issues however, that move the tide, can and will move the stock. In both directions. Nothing goes straight up.
~vz
Ya know what Stoney.... stocks go up and stocks go down...
No one is staking their lives on PZZA here.
With that said, and taking into consideration my hypothesis stated above regarding taking market share from Dominoes.... we'll play PZZA by ear.
If same store sales don't come in strong, then I'll say move on.
But Stoney, this has been an ongoing thing, and you know it.
If I don't like what I see, I'll call it out.
But your "downgrade"?
WTF'ing----> f?!
People in glass houses...
How much DD did you do on LAZR, and how is it doing?
$10?
IN ONE MONTH'S TIME OUR READERS HAVE LOST NEARLY 50%
LAZR--> $5.80
Do you really think this thing will double anytime soon?
So before you start posting some other idiot's work that looks back on financial statements anyone with a high-school degree could read.... perhaps you should just pipe down and listen to what I write here.
Quick refresher,,, what did I write at $8.25 on LAZR.... after several other posts?
When PZZA does the "Stoney LAZR" dance and drops to $36..... IN A MONTH.... then VZ will happily eat humble pie.
Until then.... focus on finding us some biotechs.
Which I probably give you too much credit for, but I do it to make you feel better.
Have a safe flight to CHS.... for real.
Post us a pic of you on the beach at Kiawah.
No thongs please.
No one is staking their lives on PZZA here.
With that said, and taking into consideration my hypothesis stated above regarding taking market share from Dominoes.... we'll play PZZA by ear.
If same store sales don't come in strong, then I'll say move on.
But Stoney, this has been an ongoing thing, and you know it.
If I don't like what I see, I'll call it out.
But your "downgrade"?
WTF'ing----> f?!
People in glass houses...
How much DD did you do on LAZR, and how is it doing?
$10?
IN ONE MONTH'S TIME OUR READERS HAVE LOST NEARLY 50%
LAZR--> $5.80
Do you really think this thing will double anytime soon?
So before you start posting some other idiot's work that looks back on financial statements anyone with a high-school degree could read.... perhaps you should just pipe down and listen to what I write here.
Quick refresher,,, what did I write at $8.25 on LAZR.... after several other posts?
When PZZA does the "Stoney LAZR" dance and drops to $36..... IN A MONTH.... then VZ will happily eat humble pie.
Until then.... focus on finding us some biotechs.
Which I probably give you too much credit for, but I do it to make you feel better.
Have a safe flight to CHS.... for real.
Post us a pic of you on the beach at Kiawah.
No thongs please.
Keep an eye on Moderna. If they can successfully make the Lyme vaccine, that will be huge.
Client assets down 4% yoy.... not bad all things considered.
Schwab One accounts down big (30%) but Money Market funds up huge.
All in all... ahhhh... I doubt SCHW is going away.
Buy
If it was gonna drop much today, it should have by now.
The guru's are crunching #'s reading that report.
I guess they don't give guidance.
$52 now
*I guess I'm quicker than the cnbc folks that tell Joe and Becky what to say. They haven't mentioned it yet. Get ready for the big pop.
Schwab One accounts down big (30%) but Money Market funds up huge.
All in all... ahhhh... I doubt SCHW is going away.
Buy
If it was gonna drop much today, it should have by now.
The guru's are crunching #'s reading that report.
I guess they don't give guidance.
$52 now
*I guess I'm quicker than the cnbc folks that tell Joe and Becky what to say. They haven't mentioned it yet. Get ready for the big pop.