GBA Presents: RADIO SAVANT-!

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

  1. CHECK THIS OUT--

    LAST EARN PERIOD POWI COUGHED IT UP GOOD!

    THE BEAT BY 2 CENTS BUT THEY FORWARD WARNED BIGLY.

    Power Integrations sees Q1 revenue $105M, plus or minus $5M, consensus $127.07M 02/06

    POWI Sees Q1 adjusted gross margin roughly 53.5%.

    THAT'S $17 MIL MISS AT LEAST AND WHAT DID THE ANALYSTS DO?

    Power Integrations price target raised to $85 from $65 at Cowen 02/07 POWI Cowen analyst Matthew Ramsay raised the firm's price target on Power Integrations to $85 from $65 and keeps a Market Perform rating on the shares. The analyst noted 4Q earnings represented Power Integrations' third consecutive material guide-down, with the rolling inventory correction now spreading from Consumer to Industrial. The management team has historically taken advantage of downturns to improve the business long-term and this cycle should be no different, but the steep valuation reflects that potential.

    SEVERAL OTHER HOUSES ALSO DID NOT BLINK. I WONDER WHY.

    HIGH END- Power Integrations price target raised to $95 from $75 at Benchmark
    LOW END- Power Integrations price target raised to $75 from $70 at Deutsche Bank

    I WONDER...
    DO THEY THINK THE CO SANDBAGGED IT?
     
    #17041     May 1, 2023
  2. [​IMG]

    HUMMMMMM. DOESN'T LOOK LIKE MANAGEMENT THINKS MUCH OF THE CO....
     
    #17042     May 1, 2023
  3. vanzandt

    vanzandt

    AFRM---> $9.86

    Will it go to $8?

    "As the company has grown shrunk, performance data and newspaper articles have raised questions about whether virtual schools buy now/pay later companies facilitated by a for-profit company financially un-savy Gen Z's are an effective use of public money their credit scores.
     
    #17043     May 1, 2023
  4. vanzandt

    vanzandt

    $9.75 and dropping on the VZ downgrade.
    $8's on the way:fistbump:
     
    #17044     May 1, 2023
  5. vanzandt

    vanzandt

    You said the same thing about VZ Platinum stock CoPart as it continues to hit new highs.
    Insider sells are typical in a new company. And yet the stock keeps rising.
    Stick with VZ Stoney... I'll teach you about Platinum investing.

    Edit: opps, wrong company. I thought that was LRN
     
    #17045     May 1, 2023
  6. vanzandt

    vanzandt

    $9.70 now
    I should have faded Stoney last week on this thing. :mad:
     
    #17046     May 1, 2023
  7. vanzandt

    vanzandt

    Platinum Investing Rule #4:

    Don't buy stocks that have recently set all-time lows.
    ~vz

    AFRM $$9.65
     
    #17047     May 1, 2023
  8. vanzandt

    vanzandt

    :D
    Don't walk... RUN!!!!
    It could see $6
     
    #17048     May 1, 2023
  9. I JUST HAVE TIME FOR A QUICK TA MASTER CLASS:

    OK SO WHEN YOU SEE A CHART THAT HAS A DOWNTREND THAT IS ABRUPTLY HALTED BY AN ABNORMALLY LARGE SELL VOL STICK YOU SHOULD TAKE NOTICE.

    THIS IS DIFFERENT THAN SPOTTING A LOT OF BUYING RIGHT THIS IS A WASHOUT.

    WMS<-- DON'T LIKE THE SYMBOL WENT FROM $95 TO $75 BASICALLY AND WAS MET AT THE BOTTOM BYA HUGE AMOUNT OF RED.

    IN A 1 MONTH TIME FRAME THINGS LOOK FAIRLY REPAIRED, STK MOVING FROM $80--$85 WHILE RSI HOVERS IN THE 50'S.

    ACCUM HAS TURNED UP

    MACD HAS TURNED UP

    AN ARGUMENT CAN BE MADE THAT ON 4/5 WMS REVISITED THE LOW AND HELD ABOVE IT.

    $120 WOULD BE MY PRICE TARGET!!!! (JAN LEVEL 2022)


    GBA TA- UPGRADE ADVANCED DRAINAGE-

    Advanced Drainage Systems, Inc. (WMS)
    NYSE - Nasdaq Real Time Price.
    85.93+0.21(+0.24%)
    As of 11:22AM EDT.
     
    #17049     May 1, 2023
  10. THE Fundi argument against is these bank failures really and a slow down in lending which could be large. The Fed will have the latest info on that before we will.

    This from Loop Capital
    Advanced Drainage has started to see weakness in nonresidential construction over the last two quarters already and should conceivably see a recovery comparatively sooner given the early cycle nature of their products, but the firm is taking a more cautious tone given the recent regional bank crisis could limit lending volume on smaller construction projects.....

    Advanced Drainage price target lowered to $115 from $118 at Loop Capital 3/27
     
    #17050     May 1, 2023