GBA Presents: House of Gummy-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2023.

  1. VRT $23.55 or RELL $17.13, I pick VRT. Stoney, how about you?
     
    #2491     Jun 26, 2023
  2. Well I already bought RELL // When I did you asked me why.. I think in this correction you will find out.

    Strong close for FNGR-

    FingerMotion, Inc. (FNGR)
    NasdaqCM - NasdaqCM Real Time Price.
    4.1500+0.7200 (+20.99%)<-------------:fistbump:
    At close: 04:00PM EDT
    4.2200 +0.07 (+1.69%)
    After hours: 05:38PM EDT
     
    #2492     Jun 26, 2023

  3. RELL->
    Profitability
    Profit Margin 9.98%
    Operating Margin (ttm) 10.77%
    Management Effectiveness
    Return on Assets (ttm) 9.66%
    Return on Equity (ttm) 18.62%
    Income Statement
    Revenue (ttm) 265.46M
     
    #2493     Jun 26, 2023
  4. VRT is a much bigger company tough to compare-> But RELL is about 9% better profit margin /
    3% better opp margin / 6% better ROA / over 100% better ROE. /RELL is better.

    Profitability
    Profit Margin 1.96%
    Operating Margin (ttm) 6.93%
    Management Effectiveness
    Return on Assets (ttm) 3.71%
    Return on Equity (ttm) 7.88%
    Income Statement
    Revenue (ttm) 6.06B
     
    #2494     Jun 26, 2023
  5. Factors Favoring MAT
    Mattel’s Hot Wheels brand continues to impress investors with its growing performance trend. During the first quarter of 2023, gross billings at the Hot Wheels brand rose 1% (on a reported basis) and 2% (at constant currency “cc”) year over year. The company has been witnessing an improving sales trend for Hot Wheels and is quite confident about the brand’s long-term prospects.

    Using its Optimizing for Growth program, Mattel remains focused on achieving cumulative cost savings and enhancing its margins. The company is simplifying its organization structure and optimizing processes and supply chain to generate savings across operations. The program contributed $106 million of incremental savings in cost of goods in 2022. Mattel anticipates the program to deliver incremental savings of $96 million and additional savings of $300 million by 2023.

    Mattel remains well positioned for growth, given a strong product lineup, which includes core brands, licensed brands and lucrative product associations. In January 2022, the company entered into a multi-year global licensing agreement with Disney to develop and market the latter’s Princess and Frozen branded line of products. Built upon its existing licensing arrangement with Disney for Pixar Animation Studio’s Toy Story and Cars franchises as well as for Lightyear, the company anticipates launching the new products starting in 2023. Also, the return of Disney Princess and Frozen to Mattel’s portfolio is likely to boost strength and act as a growth driver in the upcoming periods.

    Factors Impeding Growth
    Mattel is consistently facing pressure from increasing economic inflation, which is, in turn, affecting its margins and growth prospects. In first-quarter 2023, the adjusted gross margin contracted 660 basis points year over year to 40%. The downside was mainly caused by inventory management efforts, including higher close-out sales and inventory obsolescence expense, cost inflation and unfavorable fixed cost absorption. The challenging environment is likely to persist for some time.

    Also, the North America segment performed unimpressively, affecting the company’s growth trend. In first-quarter 2023, gross billings declined 27% (as reported and at constant currency) year over year. Per our model, net sales and gross billings of North America segment in 2023 are likely to decline 2.4% and 3.4%, respectively, year over year.
     
    #2495     Jun 26, 2023
  6. STNE had a crappy day & The VP of something left we may have to ditch that idea. :banghead:
     
    #2496     Jun 26, 2023
  7. #2497     Jun 26, 2023
  8. Nat gas is booming, the price is high and our names CTRA and LNg are not working./

    What does this mean?

    Prob a fake high in the commodity but never the less:

    SWN Southwestern Energy Company

    $5.58 0.08 (+1.45%)<-- Watch this.

    4:00 PM 06/26/23
    NYSE | $USD | Post-Market: $5.61 +0.03 (+0.54%) 5:13 PM
     
    #2498     Jun 26, 2023
  9. yea baby!-
     
    #2500     Jun 26, 2023