GBA Presents: THE GREEN MARKET

Discussion in 'Stocks' started by stonedinvestor, Sep 13, 2021.

  1. LVMH ADD Here<----- $155 IRA Stk************

    As the largest luxury goods company in the world, LVMH is a promising investment for three simple reasons. First, it's resistant to inflation because it can easily pass on its higher costs to its high-end customers.

    Second, its portfolio is broadly diversified across 75 different houses in six distinct sectors. Its fashion and leather goods portfolio -- which includes Louis Vuitton, Christian Dior, Fendi, Loewe, Marc Jacobs, and other high-end brands -- usually does most of the heavy lifting, but it also sells luxury watches, jewelry (including Tiffany & Co.), fragrances, wines, and spirits. It also owns Sephora, DFS, and other high-end brick-and-mortar retailers.

    That diversification shields LVMH from any industry-specific downturns. As long as well-heeled customers are willing to spend thousands of dollars on luxury goods and status symbols, it will generate consistent growth.

    Lastly, its stock is reasonably valued relative to its growth. LVMH's revenue fell 17% in 2020 as the pandemic disrupted its retail sales, but it jumped 44% in 2021 as businesses reopened. Analysts expect that momentum to continue this year, forecasting revenue and EPS growth of 13% and 10%, respectively.

    Based on those estimates, LVMH trades at about 26 times forward earnings. Its rival Hermes, which is growing at a similar rate but relies less on acquisitions, trades at nearly 50 times forward earnings. LVMH also pays a dividend yield of about 1% while Hermes pays a much lower forward yield of 0.4%. Investors would do well to consider the shares.
     
    #5581     Feb 17, 2022
    TrailerParkTed and vanzandt like this.
  2. Van I am about to contact the HF about LNG do you see a reporting date?
     
    #5582     Feb 17, 2022
  3. The best play would be to wait have Russia make a deal this weekend which I think they will.
    Nato seems ready to promise certain countries cannot join. Putin wins in that sense. But US should take fuller control of Poland boarder and invite Poland into Nato.. a tit for tat this country for that country should be worrked out now. We will lose some but gain some.

    If that happens Nat Gas should dip pretty good and maybe take LNG with it-- The They Smash earn. It's a Scoop and Score situation so hopefully they do not report until mid next week.
    If it's tomorrow we have to buy now.
     
    #5583     Feb 17, 2022
  4. Out of SHAK round trip.

    Dropbox options imply 7.3% move in share price post-earnings 13:49 DBX

    I bet you these DBX #'s are good earn. If the market didn't suck so would take a stab...
    This is a very stable tech co.
     
    #5584     Feb 17, 2022
  5. Flotek nearly doubles on reopening after announcing $1B-plus contract award 14:56 FTK
     
    #5585     Feb 17, 2022
  6. vanzandt

    vanzandt

    That's actually a good point, but we can say the same thing about a lot of stocks really.
    Dropbox had a nice report. It's almost back to where it started the day lol.
     
    #5586     Feb 17, 2022
  7. vanzandt

    vanzandt

    Crashing after-hours.
    SHAK===> $67.70 (-10%)
    :rolleyes:
     
    #5587     Feb 17, 2022
  8. I want them to open one near me!
     
    #5588     Feb 17, 2022


  9. Van they are going to start calling me the Round Trip Kid... or worse. Down $10 here any thoughts?

    Twilio Inc. (TWLO)
    NYSE - NYSE Delayed Price. Currency in USD
    Add to watchlist
    Visitors trend2W10W9M
    170.13-16.86(-9.02%)
    At close: February 17 04:00PM EST
    171.71+1.58(+0.93%)
    Pre-Market:07:31AM EST


    Twilio plunges 8% on heavy volume
    Feb. 17, 2022 3:13 PM ETTwilio Inc. (TWLO)TWO
    • Twilio (NYSE:TWLO) shares fell sharply on Thursday, losing ground on heavier than normal volume.
     
    #5589     Feb 18, 2022
  10. Graphic Packaging price target raised to $27 from $25 at Mizuho » 07:33 GPK Mizuho analyst…

    Graphic Packaging price target raised to $30 from $24 at Baird 07:10 GPK Baird anal
     
    Last edited: Feb 18, 2022
    #5590     Feb 18, 2022