Ok since the king is in the house we should talk about DIS. I have not done this trade.- I am torn.- You have this Peltz agitation and that's huge<-----// My gut says that Iger has to say something big to keep Peltz at bay... ESPN? On the neg side. I think they bought FOX news huge mistake. I think their problems with DeSantos are getting worse not better! There was some talk by Karen on the midday show yesterday of a " Kitchen Sink " report throwing all the bad out there and lowering the bar<--- That's a large danger but is it mitigated by the PALTZ AGITATION??? THIS IS A TOUGH CALL...
Dear Ted I owe you an answer on this one they have their big analyst day today I believe.> Global warming and Parkas... do they mix?
OMG imagine getting a secondary off and then doubling within a month! I wonder if they wish they had waited... Done the secondary at $4? Wow! B Riley then after the secondary does this: B. Riley starts Akoustis with Buy on 'robust' growth outlook 01/24 AKTS B. Riley analyst Craig Ellis initiated coverage of Akoustis Technologies with a Buy rating and $9.25 price target. The analyst believes the company offers one of the semiconductor sector's "most robust" 5G sales growth and gross margin expansion outlooks. Akoustis' single-crystal bulk acoustic wave technology is technically robust with a strong patent portfolio and positioned at the radio frequency market's "growthier high end," the analyst tells investors in a research note. The firm believes signs of mobile volume ramps, continued WiFi growth, and progress to cash flow breakeven are stock catalysts.
TA ALERT******* $8.40 is a sig number for Deseke. It's an April high it's a double top and close to a triple top.> Watch Closely here move above $8.40 would indicate to me $11<-------------------
Blah blah blah. Are you in or out? This is another one of your coin-toss plays. Why not let the dust settle and then enter a position. It's like use your brain dude. Don't give the readers these bs ideas that they can lose 100% on. Here. Buy the July $34 calls on WY for $2. b/a is $1.80/$2.30 as per yesterday's close. Inflation is real. So is owning 11 million acres of prime land.
STOCK OF THE DAY - DIODES They used to say stocks that hit $90 hit $100. We will test that theory today. Wait for market weakness today and pounce! Diodes price target raised to $108 from $101 at Truist 07:39 DIOD Truist analyst William… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return tomorrow Get Free Trial Show Related Items >> Got an upgrade even if I cannot read it. Diodes price target raised to $110 from $95 at Cowen 07:22 DIOD Cowen analyst Matt Ramsey… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return tomorrow Get Free Trial Show Related Items >> And another. Diodes price target raised to $120 from $100 at Baird 07:15 DIOD Baird analyst Tristan… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return tomorrow Get Free Trial Show Related Items >> And another. What I find interesting about these three upgrades is they came after a decent report but not outstanding.... $4 mil above ... Diodes sees Q1 revenue $467M plus or minus 3%, consensus $466.93M 16:08 DIOD Dr. Lu concluded, "For the first quarter of 2023, we expect revenue to be approximately $467 million, plus or minus 3 percent. GAAP gross margin is expected to be 41.0 percent, plus or minus 1 percent. Even with the revenue and loading decrease in the first quarter, we expect to maintain our gross margin effectively comparable to last quarter and above our target model of 40 percent. Non-GAAP operating expenses, which are GAAP operating expenses adjusted for amortization of acquisition-related intangible assets, are expected to be approximately 22.2 percent of revenue, plus or minus 1 percent. We expect net interest expense to be approximately $2.5 million. Our income tax rate is expected to be 19.0 percent, plus or minus 3 percent, and shares used to calculate diluted EPS for the first quarter are anticipated to be approximately 46.5 million." >> Diodes reports Q4 adjusted EPS $1.73, consensus $1.61 16:07 DIOD <----------- Reports Q4 revenue $496.2M, consensus $492.68M. Commenting on the results, Dr. Keh-Shew Lu, Chairman, President and Chief Executive Officer, stated, "In spite of the COVID-related lockdowns and power outages throughout the year in China as well as the global economic slowdown, we delivered 10.8% annual growth over 2021 and achieved record financial performance across all metrics. In fact, the fourth quarter represented our ninth consecutive quarter of year-over-year growth. Additionally, our earnings power and cash generation in 2022 were also significant highlights with gross margin expanding 420 basis points to 41.3%, operating margin expanding 510 basis points to 20.4%, and GAAP EPS increasing 44% to $7.20 and non-GAAP EPS growing 42% to $7.36." CHINA<--- re opening could be good for DIOD. Not on any firms list like that. Margins 43% there's alot to like here***
Hey Option King... Had you listened to me, and bought the calls on Cramer's 3 picks here (ETSY,ABNB,BROS)) when I wrote this, you'd be up about 200% on each one. There's no shame in being #3 in the stock-picking world though Stoney, it's a respectable position. I have hope for RAIN. The rest... don't be a rookie. My readers deserve better.