GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. ALL $163?
     
    #201     Jul 25, 2024
  2. RCAT new high! $2.45.
     
    #202     Jul 25, 2024
  3. $2.85x$2.95.


    They were $2.25x $2.35.

    Eduted:
    $3x$3.10, and we are just posers according to Grumpy Geezer!
     
    Last edited: Jul 25, 2024
    #203     Jul 25, 2024
  4. PFMT??
    Sold my puts and covered at $58.99
     
    #204     Jul 25, 2024
  5. 666,775@$53.01, we broke $53 by a penny!
     
    #205     Jul 25, 2024
    vanzandt likes this.
  6. vanzandt

    vanzandt

    Looks like misses across the board. Margins got worse.

    But it's up right now.

    Advertising jumped costs 24% yoy it looks like, operating expenses 16.5%

    Operating expenses increased $262.9 million or 16.5%. As a percentage of sales, operating expenses increased 240 basis points to 42.2%. Selling expenses increased $76.7 million or 24.3%, primarily due to higher global demand creation expenditures. General and administrative expenses increased $186.3 million or 14.5%, primarily driven by labor and increased facility costs, including rent and depreciation.
     
    Last edited: Jul 25, 2024
    #206     Jul 25, 2024
  7. You called the reversal perfectly, I thought about it while trading NVDA and that software company I sold $7 too soon. NVDA bounced hard off low, nice call!


    NOW I paid $6-.70, they hit $20! I sold of course :(
     
    Last edited: Jul 25, 2024
    #207     Jul 25, 2024
  8. vanzandt

    vanzandt

    Readers...
    If you're playing in the ah's, $69 is a good short on skx

    Sorry Stoney. I don't like the report
     
    #208     Jul 25, 2024
  9. That’s what she said!
     
    #209     Jul 25, 2024
    vanzandt likes this.
  10. vanzandt

    vanzandt

    They announced a $1B buyback, and inventories decreased a little. That's a plus. They say they up'd full year guidance, but it looks to me not much if any, compared be where the analysts had it at least.

    I don't like that increase in operating expenses, plus I think freight costs are gonna rise and that's where they made the improvement in their gross margins.

    The balance sheet is certainly solid and the PE is low enough. China sales were up.

    It's not a bad report, but it's not gonna move the stock I don't think. I'm surprised it's still up.

    I give it a grade of C (B- at best)--- but a solid C


    But odds are, "Option King's" $65 calls at $3.20 are gonna be big losers.

    The VZ short call at $69 is already up $4
    >>>5.7%!!!!<<<:strong::strong::strong:


    .... no thanks required. :thumbsup:
     
    Last edited: Jul 25, 2024
    #210     Jul 25, 2024
    TrailerParkTed likes this.