358
General
N30
·
11-07
$Meta Platforms, Inc.(META)$ Recent headlines about Meta, including Trump's potential impact, Zuckerberg's ties to Trump, and VR project cuts, did not affect the company's overall strength. Meta's focus on profitable areas like ad tech and AI, coupled with a strong cash flow, positions it well for future growth. IMO, it is a solid buy for long term investors 💰 I added  $META VERTICAL 241220 PUT 530.0/PUT 535.0$ 💰
$Meta Platforms, Inc.(META)$ Recent headlines about Meta, including Trump's potential impact, Zuckerberg's ties to Trump, and VR project cuts, did ...
Comment
Report
1.75K
General
Fistein
·
11-07
$Seatrium Ltd(5E2.SI)$   Seatrium will have positive year 2024 financial earnings due to the following criterions-- 1. Seatrium have secured multi-billions worth of repairs, upgrades and new-builts FPSO projects from Petronas, Teekay Shipping (Australia), etc. 2. Temasek Holdings has been authorised to repurchase 60 millions of Seatrium shares since Oct mth. 3. Seatrium is committed to sustain it's improved financial performance from this 2024 year onwards.
$Seatrium Ltd(5E2.SI)$ Seatrium will have positive year 2024 financial earnings due to the following criterions-- 1. Seatrium have secured multi-bi...
Comment
Report
166
General
N30
·
11-07
$SoFi Technologies Inc.(SOFI)$  $SOFI 20260618 12.0 CALL$  $SOFI 20270115 20.0 CALL$ I am holding underlying and 2 long leaps. Hope to see SoFi at $25 soon! 🚀💰 Financial stocks rally after a Trump win largely due to his pro-deregulation stance, which will lead to increased profitability for banks and other financial firms by lowering compliance costs and expanding their operational freedom. There is also a chance the student loan forgiveness plan could be taken off the table, which will benefit SoFi.
$SoFi Technologies Inc.(SOFI)$ $SOFI 20260618 12.0 CALL$ $SOFI 20270115 20.0 CALL$ I am holding underlying and 2 long leaps. Hope to see SoFi at $2...
Comment
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2.74K
General
Terra Incognita
·
11-07
I opened $iShares Core S&P Small-Cap ETF(IJR)$  ,I opened $iShares Core S&P Small-Cap ETF(IJR)$ ,Take a look at the latest order I posted!IJR: another weekly dollar cost averaging into this ETF. Rain or shine, squirrel some money away to accumulate positions on this ETF amidst a very bullish market today.
IJR
11-07 02:32
USiShares Core S&P Small-Cap ETF
SidePriceRealized P&L
Buy
Open
124.04+2.06%
Holding
iShares Core S&P Small-Cap ETF
I opened $iShares Core S&P Small-Cap ETF(IJR)$ ,I opened $iShares Core S&P Small-Cap ETF(IJR)$ ,Take a look at the latest order I posted!IJR: anoth...
TOPOswaldFinger: Love this strategy! Great entry point! [Heart]
2
Report
1.38K
General
ShibaMiyuki
·
11-07
I opened $ONEOK Inc(OKE)$  ,Continue buying into oil and gas and pipeline sector since the market is in a huge flux. Energy usage is not going to decrease so just calming averaging for Long term Position.
OKE
11-07 02:31
USONEOK Inc
SidePriceRealized P&L
Buy
Open
102.59+11.08%
Holding
ONEOK Inc
I opened $ONEOK Inc(OKE)$ ,Continue buying into oil and gas and pipeline sector since the market is in a huge flux. Energy usage is not going to de...
TOPzinglee: Smart move! Energy demand will only increase; averaging in now could yield great long-term rewards.
1
Report
1.34K
General
ShibaMiyuki
·
11-07
I opened $GLOBALFOUNDRIES Inc.(GFS)$  ,Continue buying into the AI, chip names especially since this trend ia not going to leave until such time when its proven to either really work or flop. Right now it's leaning towards the former.
GFS
11-07 02:31
USGLOBALFOUNDRIES Inc.
SidePriceRealized P&L
Buy
Open
46.39-6.42%
Holding
GLOBALFOUNDRIES Inc.
I opened $GLOBALFOUNDRIES Inc.(GFS)$ ,Continue buying into the AI, chip names especially since this trend ia not going to leave until such time whe...
Comment
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1.82K
General
AyKing
·
11-07
I opened $META VERTICAL 250117 CALL 600.0/CALL 565.0$  ,Since market is so bullish, breaking all time high, and I think META has reported good earnings, I decided to enter bull call spread with the short call near its all time high, and also before the next earning announcement. Let's see how this good.
META Vertical
11-07 00:46
US600.0/565.0
SidePriceRealized P&L
Debit
Open
15.12--
Holding
META VERTICAL 250117 CALL 600.0/CALL 565.0
I opened $META VERTICAL 250117 CALL 600.0/CALL 565.0$ ,Since market is so bullish, breaking all time high, and I think META has reported good earni...
TOPAL_Ishan: Nice choice, how about msft and goog?
2
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2.00K
General
Ncs
·
11-07
I opened $PayPal(PYPL)$  ,PayPal reported third quarter results and although results were still solid, growth is slowing down a bit. Over the long run, I assume that PayPal will continue to grow its top line and improve its margins.
PYPL
11-06 23:15
USPayPal
SidePriceRealized P&L
Buy
Open
80.40--
Closed
PayPal
I opened $PayPal(PYPL)$ ,PayPal reported third quarter results and although results were still solid, growth is slowing down a bit. Over the long r...
1
Report
1.38K
General
Ncs
·
11-07
I opened $iShares Russell 2000 ETF(IWM)$  ,top up some position with optimism that corporate tax cuts and lighter regulation for small businesses are on the horizon will benefit this ETF.
IWM
11-07 09:54
USiShares Russell 2000 ETF
SidePriceRealized P&L
Buy
Open
237.05--
Closed
iShares Russell 2000 ETF
I opened $iShares Russell 2000 ETF(IWM)$ ,top up some position with optimism that corporate tax cuts and lighter regulation for small businesses ar...
1
Report
2.71K
General
Kok
·
11-07
I closed 1 lot(s) $UNH 20241129 520.0 PUT$  ,Closed this position to take profits. Good profit after the surge yesterday. Will look to sell more put options in future if the opportunity arises
UNH PUT
11-06 23:38
US20241129 520.0
SidePrice | FilledRealized P&L
Buy
Close
0.60
1Lot(s)
+89.53%
Closed
UnitedHealth
I closed 1 lot(s) $UNH 20241129 520.0 PUT$ ,Closed this position to take profits. Good profit after the surge yesterday. Will look to sell more put...
2
Report
9.25K
Hot
KienBoon
·
11-07
OCBC and UOB should be bullish as well for consistency with DBS's performance. Associated investment sentiment is relatively positive for bank counters currently. OCBC will be releasing its 3Q results tomorrow and it should be better results than 2Q or year-on-year in consideration that its GE company has perform exceptionally well for 3Q, i.e. $273mil+ profit. Net interest income should be stable too. Let's hope OCBC will bull up significantly tomorrow. I guessed similarly as today most likely. Cheers, and all the way OCBC ! [Sly]  [Grin]  
OCBC and UOB should be bullish as well for consistency with DBS's performance. Associated investment sentiment is relatively positive for bank coun...
TOPkoolgal: I look forward to OCBC Q3 24 Earnings tomorrow too as I have a stake in it.
12
Report
142
Selection
Harrison Schwartz
·
10-31

Builders FirstSource: Tuesday Drop May Indicate Trouble To Come For Homebuilding

Builders FirstSource fell by 7% on Tuesday, a week before its Q3 report, potentially reflecting potential investor sentiment shifts and macroeconomic concerns impacting homebuilding demand. With mortgage rates failing to decline and home inventories increasing, there are more signs that builders will pull back on lower new home sales prices. Builders FirstSource risks a significant decline in its profit margins as it loses sales and pricing power if the industry shifts back toward a materials glut. The company has had excellent core growth through accretive acquisitions but faces a potential slowdown with much higher debt and lackluster cash savings. Thomas Bullock/iStock via Getty Images The construction materials company Builders FirstSource, Inc. (NYSE:
Builders FirstSource: Tuesday Drop May Indicate Trouble To Come For Homebuilding
Comment
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219
General
Bob Kirtley
·
11-01

Agnico Eagle Mines Q3 Results Sparkle Once Again

Agnico Eagle is a well-managed, financially sound mining company with a bright future that deserves a place in any portfolio of precious metals stocks. Agnico Eagle remains my number one choice in the gold mining sector, and the Q3 results have reinforced my view that it is an essential part of my investment program. If you are new to this sector of the market, then in terms of acquisitions, Agnico Eagle Mines Limited is a good place to start. kobzev3179 Introduction On the 28th July 2023 I reviewed the Q2 financial results for Agnico Eagle Mines Limited (NYSE:AEM) and rated the company a 'Strong Buy' when the price stood at $51.32. Sin
Agnico Eagle Mines Q3 Results Sparkle Once Again
Comment
Report
149
General
Harrison Schwartz
·
11-03

Fannie Mae: Rising Multifamily Vacancies And Inventories Suggest Home Valuation Peak

Fannie Mae and Freddie Mac continue fluctuating with election odds and face immense volatility risk over the coming week. FNMA has been down since June, as Harris's ascent has lowered Trump's odds. Its Q3 results were slightly disappointing and indicated some risk in multifamily. Although the election matters over the short term, I think FNMA's 2030 value is more dependent on the economic trend and whether or not the housing market has a "soft landing." Home valuation and multifamily cap rates are unsustainably high today but were previously supported by low vacancy rates and single-family inventories. With vacancies and inventories rising, I expect housing valuations will decline in 2025-2027. Given high mortgage coverage ratios, FNMA should be safe if they do not fall too quickly. ablokh
Fannie Mae: Rising Multifamily Vacancies And Inventories Suggest Home Valuation Peak
Comment
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239
General
Dair Sansyzbayev
·
11-03

PayPal: New Products Driving The Profitability Agenda

PayPal's current stock price does not reflect its true market potential, offering investors a rare chance to capitalize on its undervaluation. The company's strategic focus on launching innovative products and initiatives is set to drive substantial profitability growth. With its strong market position and forward-thinking strategies, PayPal is poised for significant upside, making it an attractive investment opportunity. Michael Vi Investment thesis My previous bullish thesis about PayPal's (NASDAQ:PYPL) stock aged well, as the stock rallied by more than 21% since August. The company recently released its Q3 2024 earnings, which I have ana
PayPal: New Products Driving The Profitability Agenda
Comment
Report
248
General
Harrison Schwartz
·
11-04

BND: Trump Victory Could Hurt Bonds; Sweep For Either Side Worse

Trump's Polymarket election odds have a 73% R-squared to the 10-year Treasury rate, indicating that a Trump win would lower high-duration bond prices. A Republican sweep of the House and Senate may exacerbate losses by making deficit spending policies more feasible. However, the same can be argued for a Democrat sweep. My long-term view on high-duration Treasury bonds is decidedly bearish, given the bipartisan consensus against fiscal responsibility and pro-inflationary Fed policies. The bond-Trump correlation may result from foreign investment risk, with China potentially divesting US Treasuries in a trade conflict. The manufacturing economy is in a recession, but the service economy has strengthened, creating a complex outlook for 2025 unemployment. J Studios There is much speculation re
BND: Trump Victory Could Hurt Bonds; Sweep For Either Side Worse
Comment
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253
Selection
Dair Sansyzbayev
·
11-04

Altria: A Prime Pick For Value Seekers

Altria Group, Inc.'s strong financial performance, new product traction, and compelling valuation support a “Strong Buy” rating, with a safe 7.6% forward dividend yield. Recent earnings showed positive revenue and EPS surprises, with NJOY and on! nicotine pouches demonstrating significant growth and consumer satisfaction. The “Optimize & Accelerate” initiative aims to streamline operations and achieve $600 million in cost savings, reinforcing Altria's robust fundamentals. Despite Wall Street's cautious stance, Altria remains attractively valued with substantial upside potential, even under conservative discount rate assumptions. BalkansCat Investment thesis My previous bullish thesis
Altria: A Prime Pick For Value Seekers
Comment
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146
Selection
Dair Sansyzbayev
·
11-05

Albemarle: Navigating Stormy Seas With Limited Visibility

Albemarle Corporation's stock remains a “Sell” due to declining revenue, profitability issues, and significant overvaluation despite a 17% price drop since January. Lithium prices have halved over the past year, leading to an oversupply and negative sentiment for Albemarle's upcoming earnings release on November 6. Valuation models [DDM and DCF] indicate substantial downside potential, with DDM suggesting a fair value of $35.24 per share, far below the current price. Just_Super Investment thesis My initial bearish thesis about Albemarle Corporation (NYSE:ALB) aged well, as the stock became cheaper by around 17% since late January
Albemarle: Navigating Stormy Seas With Limited Visibility
Comment
Report
126
Selection
Dair Sansyzbayev
·
11-06

Celestica: The Unsung AI Champion

Celestica's stock has surged 50% in three months, driven by AI and data center tailwinds. Recent earnings report showed over 20% YoY revenue growth for three consecutive quarters, with record adjusted EPS of $1.04. The company's CCS segment, benefiting from data center investments, saw 42% YoY revenue growth, enhancing profitability and free cash flow. Despite a 191% stock rally in the past year, Celestica's valuation remains attractive, with a DCF model indicating a 141% upside potential. JHVEPhoto Investment thesis My previous bullish thesis about Celestica's stock (NYSE:CLS) aged extremely well as the stock gained 50% over the la
Celestica: The Unsung AI Champion
Comment
Report
172
Selection
Dair Sansyzbayev
·
11-06

SCHG: In America We Trust

The Schwab U.S. Large-Cap Growth ETF is a compelling opportunity due to its focus on the largest U.S. corporations with intact fundamentals. AI is a global megatrend, expected to reach $1.8 trillion by 2030. U.S. companies like Nvidia, Broadcom, Microsoft, Google, Amazon, and Tesla lead in processors, cloud infrastructure, and the real world. The ETF's 50% exposure to the Technology sector and strong performance history make it superior to peers and the S&P 500 Index. Despite potential market volatility and geopolitical 
SCHG: In America We Trust
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