Earnings journal

Discussion in 'Journals' started by TheBigShort, Jan 13, 2019.

  1. TheBigShort

    TheBigShort

    Looks like IFF creamed us,company raised guidance 1.5 EPS! Are you kidding me!
     
    #391     May 6, 2019
  2. TheBigShort

    TheBigShort

    IFF misses earnings by 18%, I am not to sure how this company will react tomorrow. Their guidance is fraudulent and was raised to meet analysts expectations. They will never hit that 6.30 EPS at the end of the year. I'm buying long term puts in the morning
     
    #392     May 6, 2019
  3. TheBigShort

    TheBigShort

    Does this look right to anyone? 6.30 EPS is guidance by end of year. They raised guidance from 5 to 6.30? because analysts ests were 6.30?? What a fraud.

    expectations.PNG
     
    #393     May 6, 2019
  4. ironchef

    ironchef

    Looking at their published #, it is entirely possible. As long as Revenue and cashflow beat, 2019 earning is possible (easier to "manage"). Revenue looks good for this quarter.
     
    #394     May 6, 2019
  5. ironchef

    ironchef

    Just finished reading their 8-K. 1st Q 19 quite a bit better than 1st Q 18, especially revenue. Investors of this type of companies generally look for revenue growth rather than short term profit.
     
    #395     May 6, 2019
  6. TheBigShort

    TheBigShort

    Could you elaborate more on why investors of this company prefer revenue numbers over earnings?
     
    #396     May 6, 2019
  7. ironchef

    ironchef

    Not just this company, most investors of small and medium size companies prefer growth, grabbing market share and hope that profit will come later. Example: SHOP, TNDM (@oldmonk's trade), IQ, AMZN (back in dot com days), FB (early on)....
     
    #397     May 6, 2019
  8. Adam777

    Adam777

    Zero, and there's still plenty of features to keep me busy. Yes it is dated as the page needs to be refreshed to update the charts. It would be great for the longer term trades, but for your overnight trades it would never be fast enough.
     
    #398     May 7, 2019
    TheBigShort likes this.
  9. srinir

    srinir

    Small-cap growth is black hole of investing. Investors always overpay of small-cap growth, reason for lousy returns
     
    #399     May 7, 2019
    TheBigShort likes this.
  10. TheBigShort

    TheBigShort

    Huge day for the account. I am still sweating from trying to get out of all position, I had to leg some spreads today.
    today.PNG
    MASI 6.03
    CRL 5.90
    LITE 3.39
    VAC 5.50
    JEC 3.18
    SEDG 44 Call closed @ 9.55 +400%!!
    IFF .91

    5/6 BABY!!!
     
    #400     May 7, 2019
    .sigma, jtrader33 and oldmonk like this.