Profit warning journal

Discussion in 'Journals' started by Nighthawk, Jun 6, 2024.

  1. maxinger

    maxinger

    It is important to identify the trend correctly, and trade with the trend.

    Congrats to those who shorted kohl earlier.
    $45 to $22 is a very handsome profit.
    Now you can laugh all the way to the bank.

    I doubt anyone took a long position
    As kohl was on the downtrend.
     
    Last edited: Jun 6, 2024
  2. S2007S

    S2007S


    Interest rates hurting consumers???

    Which consumers are these??

    I honestly don't believe in consumer spending slowdown....it used to be that I did back in the day, but now a days the mindset of consumers is a totally different beast than it ever has been... this weekend step out and just take notice of how literally jammed packed every single place is. Near me there is traffic and restaurants packed people with their food carts full to the rim...Costco is jammed packed and everyone still paying premiums for brand new cars....look at concerts where tickets are now 150+ for nosebleed seats to thousands of dollars a rows out from the stage, venues are packed and people buying $1500 phones. It's everywhere. There is no consumer slowdown. That's all make believe. When they say kohl's or another retailer is seeing a slowdown that's not enough to go on, kohl's will probably be no existent in a decade or so I wouldn't pay any mind to their warning....aside from that with stocks touching new highs every single second, retirement portfolios literally surging and housing prices rising quick consumers feel extremely well off.....gdp is still healthy and if takes a small dip the fed will just print more money to prop it up.
     
  3. zdreg

    zdreg

    That gamesmanship can last a long time before the US becomes another Brazil/Argentina then a Venezuela/Nicaragua/Cuba
     
  4. SunTrader

    SunTrader

    Unexpected?
     
  5. upload_2024-6-27_15-3-13.png

    Walgreens lowers guidance, says consumers pulled back on spending, plans major store closures

    The second-largest US pharmacy chain doesn't like what it's seeing from the US consumer.

    The company lowered its guidance in what it said was "reflecting challenging pharmacy industry trends and a worse-than-expected US consumer environment."
     
    zdreg likes this.
  6. zdreg

    zdreg

    Empty shelves says they are not paying suppliers. Amazon is crushing them. Theft in large liberal cities is hurting profit margins. Rite-aid went out of business. Same result? What does their balance sheet look like?
     
    #10     Jun 27, 2024