3 OUT YOUR FIRST 5 PICKS CRASHED AND NOW THIS ONE: 4 OUT OF SIX PICKS UNDERWATER: THIS THREAD MUST BE CLOSED FOR THE GOOD OF THE FOLKS WHO MAY STUMBLE ACROSS IT AND NOT REALIZE IT'S THE SAME FOOL FROM THE OTHER MORE POPULAR THREAD HIDING HERE. VAN YOU ARE LEAVING HORRIBLE PICKS EVERYWHRE ON MULTIPLE THREADS WHAT NEXT- THE PUBLIC LIBRARY? !!! HA HA HA HA HA HA HA OH BABY! WHAT A BUNCH OF LOSERS!! VAN: GET OUT GET OUT GET OUT GET OUT GET OUT GET OUT GET OUT GET OUT GET OUT ODD BREAKS~~~~~~~~~~ TREND REVERSAL ALERT**** WHOOP WHOOP******* ODD Oddity Tech Ltd. K-A BOOM! $37.81-3.18(-7.76%)3:39 PM 05/21/24 NASDAQ |$USD |Realtime
Next on deck... I like Twilio. Here's the thing about chip stocks, including the great NVDA.... they are always early movers. Right now they are priced at historically high valuations... but what comes next is the companies that actually monetize the chip-maker wears. NVDA might keep going, but long term, it will be the software providers one step down the food-chain that will really profit. ~vz
Gee... look what hit the news this week and is now dominating all the AI discussions, courtesy of Scarlett Johansson. Imagine that.
Twilio is trading at a forward multiple of about 19 and 2.5 sales. The balance sheet is rock solid. Forecast QoQ and YoY sales aren't anything to get excited about, 5%-10% organic in 2024 (big window really), but they have a $3B buyback in place, and said they would buyback $2B in 2024; so I guess unlike most stated buybacks (that companies aren't required to act on), this one is in fact going to happen. I don't think it'll rocketship up from here, but at $59 and change, unless they screw something up, it should at least be good for 10% between now and year end. Unless of course the Naz drops nicely and then flat-lines for a bit, which could certainly happen. They hired a new VP to head up their Segment division, which represents about 7% of their revenue, and they are forecasting it to be GAAP breakeven by Q1 2025, with substantial growth prospects. The whole company will be GAAP breakeven by the end of 2025. I think it's pretty solid, all things being equal. $59.37
They are a cool warehouse club. Good prices, and not over saturated like Costco. I dunno' their internals, but it would not be uncomfortable to park a few grand in their stock.
They're great stores. But jumping in now(?)... last X-mas would have been better. https://www.elitetrader.com/et/threads/2024-stock-picks.377535/page-2#post-5906267
The BJ Warehouse has this one quirk though...That stupid robot you hear throughout the store with the "Blip-bleep-bluh-bluh" as it scans the store shelves. It is hysterical and disturbing at the same time. I'll try to get a video of it next time I am there.