GBA Presents: RADIO SAVANT-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2022.

  1. 1. The Trade Desk
    Advertising is undergoing a fundamental shift away from linear advertising on cable and satellite television and more toward targeted digital advertising on connected television (CTV), video, and social media. CTV refers to streaming television like Netflix or Disney+. According to one study, 60% of advertisers are shifting their budgets into CTV.


    This is where The Trade Desk (TTD -1.43%) comes in. The Trade Desk is a partner to advertisers that provides a platform where advertisers and their agencies can choose from billions of digital ad opportunities daily. This platform uses AI to generate optimized ad campaigns that maximize return on investment and provide critical insights.


    [​IMG]
    NASDAQ: TTD
    The Trade Desk
    Today's Change
    (-1.43%) -$0.75
    Current Price
    $51.74
    TTD
    Key Data Points
    Market Cap
    $26B
    Day's Range
    $50.46 - $53.89
    52wk Range
    $39.39 - $114.09

    The Trade Desk is growing, reaching $1.2 billion in revenue in fiscal 2021. And Q1 of fiscal 2022 saw this growth continue with a 43% year-over-year rise. The company is also typically GAAP profitable and generating lots of adjusted EBITDA -- a breath of fresh air for growth companies.

    Walmart chose The Trade Desk to partner with its Walmart Connect shopper advertising initiative. Netflix will likely be moving to a tiered subscription package that includes advertising at certain levels. Access to Netflix would be gigantic for The Trade Desk, and it just so happens that a former Netflix CEO sits on The Trade Desk's board of directors.

    During the tech sell-off, The Trade Desk's valuation has come full circle, and it now trades at a price-to-sales ratio in the range of where it traded in much of 2019. This offers investors the best entry price in some time.
     
    #1261     May 31, 2022
  2. Last Thurs- Due to SNAP company came out again and reiterated

    Trade Desk guidance news should be 'a positive for sentiment,' says RBC Capital 15:05 TTD, SNAP RBC Capital analyst Matthew Swanson notes that while not a surprise given Trade Desk (TTD) reported earnings two weeks ago, the company has reiterated guidance for the second quarter. The analyst views this as a reaction to recent macro commentary from Snap (SNAP) and should be "a positive for sentiment." Swanson points out that Snapchat talked down expectations at a conference on Monday, citing macro headwinds which created a broad sell-down across advertising and social peers. The analyst has an Outperform rating and a price target of $85 on Trade Desk's shares.

    Folks this is all adding up to a big buy shortly.

    Van check insider! Check options!... Check the pool....!

    Adding TTD to Go List-
     
    #1262     May 31, 2022
  3. [​IMG]
    If You Like EPS Growth Then Check Out O-I Glass (NYSE:OI) Before It's Too Late

    You might be more interested in profitable, growing companies, like O-I Glass -
    O-I Glass's Earnings Per Share Are Growing.
    The market is a voting machine in the short term, but a weighing machine in the long term, so share price follows earnings per share (EPS) eventually. That means EPS growth is considered a real positive by most successful long-term investors. Who among us would not applaud O-I Glass's stratospheric annual EPS growth of 38%, compound, over the last three years? While that sort of growth rate isn't sustainable for long, it certainly catches my attention; like a crow with a sparkly stone.

    I like to see top-line growth as an indication that growth is sustainable, and I look for a high earnings before interest and taxation (EBIT) margin to point to a competitive moat (though some companies with low margins also have moats). The good news is that O-I Glass is growing revenues, and EBIT margins improved by 2.8 percentage points to 10%, over the last year. Ticking those two boxes is a good sign of growth, in my book.

    You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.

    [​IMG]
    earnings-and-revenue-history


    Are O-I Glass Insiders Aligned With All Shareholders?
    I like company leaders to have some skin in the game, so to speak, because it increases alignment of incentives between the people running the business, and its true owners. So it is good to see that O-I Glass insiders have a significant amount of capital invested in the stock. To be specific, they have US$33m worth of shares.

    Is O-I Glass Worth Keeping An Eye On?
    O-I Glass's earnings per share have taken off like a rocket aimed right at the moon. That EPS growth certainly has my attention, and the large insider ownership only serves to further stoke my interest. At times fast EPS growth is a sign the business has reached an inflection point; and I do like those. So yes, on this short analysis I do think it's worth considering O-I Glass for a spot on your watchlist.
     
    #1263     May 31, 2022
  4. Pfizer Paxlovid COVID rebound: Individuals can be contagious without symptoms
    • Those who experience a rebound of COVID-19 even after taking a course of Pfizer's (NYSE:PFE) antiviral Paxlovid can still be contagious even without showing symptoms, according to a new study.
     
    #1264     May 31, 2022
  5. Boot Barn stock could double by mid-2023, Baird says in upgrade note
     
    #1265     May 31, 2022
  6. DO WE DARE?

    Nio is tipped by Morgan Stanley to see near-term rally
    May 31, 2022 7:32 AM ETNIO Inc. (NIO)
    [​IMG]



    Morgan Stanley issued a research tactical idea on Nio (NYSE:NIO) on its view that shares will rise in absolute terms over the next 15 days.

    The electric vehicle stock is noted to have traded off lately partially due to lingering concerns over the suppressed sales amid the lockdown in Shanghai, which made up more than 15% of the company's sales in 2021.

    Analyst Tim Hsiao: "The associated production disruption also adversely affects the ramp-up/launch of NIO's new models and aggravates the market's concerns over NIO's sales momentum. With gradual reopening in the Yangtze River Delta region as well as the Rmb10k subsidy provided by the Shanghai government to consumers to replace old cars with electric cars, we believe NIO is well positioned to capitalize on such local stimulus programs and resume sales momentum in the upcoming months."

    Morgan Stanley has an Overweight rating on Nio (NIO) and price target of $34.

    Nio (NIO) gained 4.59% in premarket trading on Tuesday.
     
    #1266     May 31, 2022
  7. Finally some guidance.

    The Grand Stoney Curve-The absolote low nailed by a man on the way to his swimming pool
    stoned out of his mind -That upside target was S&P 4200 and I said the extreme for me would be 4400 and now--

    Bear market rally can push S&P to 4,300, but then selloff will resume - Morgan Stanley

    [​IMG]



    The stock market is in the middle of a relief rally, but the downward trend will resume, Morgan Stanley says.

    "Bottom line, our base case remains that last week's strength will prove to be another bear market rally in the end," strategist Mike Wilson wrote in a note. "We see maximum upside near 4250-4300 in S&P 500 (SP500) (NYSEARCA:SPY) terms with Nasdaq (COMP.IND) (QQQ) and small caps (IWM) likely to rally more on a percentage basis as is typical during such rallies - i.e., more heavily shorted areas do the best."

    "The turning point for the next leg of the bear may coincide with the next Fed meeting where it will likely be clear they are far from dovish," Wilson said. "This will also coincide with the beginning of 2Q pre-announcement season and the time when companies manage numbers lower before reporting."

    "We stand by our call that the S&P 500 will trade close to 3400 by the end of 2Q earnings season - i.e., mid August."
     
    #1267     May 31, 2022
  8. :mad: So Morgan sees trouble ahead...

    That 3400 would be the rally point I guess because I see an up end of Aug into Sept.

    Certainly tough to invest with impending doom hanging over our heads.
     
    #1268     May 31, 2022
  9. It was a hint I was shorting the gap, usually don’t mention risky items.
     
    #1269     May 31, 2022
    stonedinvestor likes this.
  10. XXXXXXXX $8.50 REAL PRICE (sold)


    What am I missing here. Readers thank you for blowing another call! :mad: Christ Van! I go back and read this shit and you make GBA look all flip floppy!!!! WTF. STOP!! YOU HAVE PREDICTED FOUR TIMES THE DEMISE OF THE MARKET! Obviously one day you will get it right but just stop for the sake of the thread. Please-Let Me Do General Direction stuff --I have a perfect record!



    S&P 500 INDEX (^SPX)
    Chicago Options - Chicago Options Delayed Price. Currency in USD
    Add to watchlist
    4,154.09-4.15 (-0.10%)<----------:thumbsup:
    As of 01:49PM EDT.
     
    #1270     May 31, 2022