GBA Presents: RADIO SAVANT-!

stonedinvestor said:
Clear Secure beats Q4 top and bottom line estimates; initiates Q1 and FY23 outlook
Mar. 01, 2023 6:36 AM ET Clear Secure, Inc. (YOU)
  • Clear Securepress release(NYSE:YOU): Q4 Non-GAAP EPS of $0.14beats by $0.10.
  • Revenue of $128.3M (+59.0% Y/Y)beats by $4.48M.
  • Total Bookings of $150.6 million were up 37.4%.
  • Total Cumulative Enrollments of 15.4 million were up 48.4%.
  • Total CumulativePlatform Uses of 129.6 million were up 54.4%.
  • Adjusted EBITDA of $15.5 million.
  • Outlook:We expect first quarter 2023 revenue of $129-$131 million vs $121.72M consensus and Total Bookings of $140-$143 million. Consistent with CLEAR’s historical (pre-COVID) quarterly patterns, we expect the first quarter of 2023 to represent the lowest revenue and bookings quarter of fiscal year 2023.
  • First quarter CLEAR Plus renewal backlog as of December 31, 2022 represented less than 25% of the fiscal 2023 amount. In December 2022, we received Authority to Operate from the TSA for the TSA PreCheck® Enrollment Provided by CLEAR. We expect a soft launch in early 2023 and bookings and revenue from this program will build throughout 2023. TSA PreCheck® bookings will be recognized as revenue in the quarter they are received.
  • For fiscal year 2023, we expect to demonstrate continued operating leverage and growth in Free Cash Flow as compared to fiscal year 2022.
YOU-$32.20<--------
More...
:mad:
-25% in one month :caution: :caution:
 
From The Ultra-Wealth Management Division of GBA:

Will beloved Van stock brought to you at $103 a few years back hit a new ALL-TIME HIGH today?

AJG---> $208 :wtf:

You can lighten up on our huge winners Lamb-Weston and CoPart now that the rest of Wall Street and Stoney's Yahoo Finance have finally discovered. Hold on to HDELY though. :sneaky:
 
According to Morgan Stanley strategist Mike Wilson.

Late last week, concerns about market breadth were top of mind for the Wall Street sell-side community. Just a small number of stocks were accounting for broader market gains (SP500) (IVV) (VOO).

"While breadth continues to weaken, we favor high operational efficiency and earnings stability factors," Wilson wrote in a note Monday. "The S&P 500 Equal Weighted (RSP) vs. Ca Weighted Index (SPY) ratio has yet to rebound, and the cumulative advance/decline line for the Nasdaq Composite (COMP.IND) has fallen further, continuing to diverge from the index price."

"It's interesting to note that despite the weak breadth, the median stock across the S&P 500 is still quite expensive from a forward P/E standpoint - the median P/E is no higher than the cap weighted multiple," he said. We "provide 2 single stock screens we like - (1) high operational efficiency + MS OW rated, and (2) defensive + high earnings stability + MS OW rated."

For the high operational efficiency and a Morgan Stanley Overweight rating, the stock must be in the top 1,000 by market cap and operational efficiency must be in the top quintile.

The stocks are:

  1. Cigna (CI)
  2. Caci International (CACI)
  3. Cardinal Health (CAH)
  4. Cleveland-Cliffs (CLF)
  5. DTE Energy (DTE)
  6. HF Sinclair (DINO)
  7. Home Depot (HD)<----------------
  8. Huntington Bancshares (HBAN)
  9. Lowes (LOW)
  10. McKesson (MCK)
  11. CVS (CVS)
  12. Wells Fargo (WFC)
  13. Exelon (EXC)
  14. Walmart (WMT)
  15. Valero (VLO)
  16. Abbvie (ABBV)
  17. Advanced Drainage Systems (WMS)<-------------------
  18. Biogen (BIIB)
  19. Paypal (PYPL)<---------------!
  20. Match Group (MTCH)
  21. Fortive (FTV)<-------
  22. Twilio (TWLO)<----------------
  23. Humana (HUM)
  24. CDW (CDW)
  25. Costco (COST)
  26. Cheniere Energy (LNG)<-----
  27. Wyndham Hotels (WH)
  28. Draftkings (DKNG)
  29. Royalty Pharma (RPRX)
  30. Constellation Energy (CEG)
  31. Carmax (KMX)
  32. Yum! Brands (YUM)
  33. Global Payments (GPN)
  34. Elevance Health (NYSE:ELV)
  35. Centene (CNC)
  36. Vistra (VST)
  37. Dominos Pizza (NYSE:DPZ)
  38. Huntsman (HUN)
  39. RBC Bearings (RBC)
  40. Marathon Petroleum (MPC)
  41. Epam Systems (EPAM)

Not a lot of stonedinvesting stocks on that Morgan list but TWILIO is there-!
 
PZZA is on the move!

Uber-Eats driver said he's never seen it so busy!

Two year target for our platinum readers that don't like losing 33% in one month : $104
 
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