TimothyBarnes
TimothyBarnes
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avatarTimothyBarnes
2022-04-12

What Amazon's Retail Estimates Are Telling Us

The leading online retailer in the world, Amazon.com, Inc.$Amazon.com(AMZN)$ needs no introduction. It single-handedly started a retail revolution in the U.S. that rapidly spread to the rest of the world. Amazon’s success in fact forced traditional retailers like Target TGT and Walmart WMT to go online because they were losing business.Some of the traditional retailers also partnered with Amazon and still others had to shut down. Amazon’s success also encouraged new online-only retail operations like Etsy Inc ETSY and Shopify SHOP to start up.Amazon generates around 60% of its total revenue from the North America region and its diversification across Europe, Asia and other regions currently yields another 27%. The balance comes from its infrastructu
What Amazon's Retail Estimates Are Telling Us
avatarTimothyBarnes
2024-07-03
$GameStop(GME)$ I had gme inbreds telling me yesterday that Keith didn’t sell GameStop to buy $Chewy, Inc.(CHWY)$ can any of you financial savants explain to me where the spare $300m came from? This was his entire book 2 weeks ago. He is 1000% out of GameStop right now.
avatarTimothyBarnes
2024-04-23
$Meta Platforms, Inc.(META)$ now everyone know the weakness before the result is with bottom ....Play your options accordingly.... I am saying don't throw away high premium on options call or colllect low on selling calls..... because assumption was- it suppose to trend near 490 but it shows skeptisicm before earning and trend little lower than usual range.... enjoy trading....i am bullish on earning...
avatarTimothyBarnes
2024-04-11
$SUPER MICRO COMPUTER INC(SMCI)$ While I only owned 20 shares, I bought the stock at or around $250, sold it all around, and then bought it back when it had a 20@ drop and sold it all again. That's a 1st for me, to make that much money on a short term investment - in only a few months. Unfortunately, it was so unexpected that I had the stock in a taxable account.Since the additional stock offering, I've returned to the company. This time, I'm investing in a tax fee account. I'm not expecting the great returns I had. That was probably a once in a lifetime event for me, given the way I invest. However, I bought 3 shares around $925@. That gives me a small investment in an expensive stock. If there is a another correction back to the $750 - $700 leve
avatarTimothyBarnes
2022-04-13

NIO Halts Production - Here are the Possible Implications

Led by the pressures of suppliers and the Chinese COVID-19 policy, NIO Inc.'s $NIO Inc.(NIO)$ announced that they are halting production. In March, NIO delivered close to 10k vehicles, however investors may see a drop in future deliveries depending on how long the halt lasts.In this article, we will review when was NIO forecasted to breakeven, and explore what a production halt may mean for the company. For a quick overview, here are the key takeaways of our analysis: Pressured by lack of parts from suppliers and spread control government policy, NIO halted production. The estimated timeframe of the halt is difficult to estimate as the country tries to control the spread. NIO is predicted to become profitable by 2024, but production halts may impact
NIO Halts Production - Here are the Possible Implications
avatarTimothyBarnes
2022-03-29

$Grab$'s decline must have disappointed individual investors who have a significant stake

If you want to know who really controls Grab Holdings Limited $Grab Holdings(GRAB)$, then you'll have to look at the makeup of its share registry. With 30% stake, individual investors possess the maximum shares in the company. Put another way, the group faces the maximum upside potential (or downside risk). As a result, individual investors as a group endured the highest losses last week after market cap fell by US$3.0b. Let's take a closer look to see what the different types of shareholders can tell us about Grab Holdings.What Does The Institutional Ownership Tell Us About Grab Holdings? Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included
$Grab$'s decline must have disappointed individual investors who have a significant stake
avatarTimothyBarnes
2022-03-14

OCBC reward its individual investors

A look at the shareholders of Oversea-Chinese Banking Corporation Limited$OVERSEA-CHINESE BANKING CORP(O39.SI)$  can tell us which group is most powerful. We can see that individual investors own the lion's share in the company with 55% ownership. Put another way, the group faces the maximum upside potential (or downside risk).As a result, individual investors collectively scored the highest last week as the company hit S$55b market cap&nb
OCBC reward its individual investors
avatarTimothyBarnes
2024-04-16
$Tesla Motors(TSLA)$ cut and dry. 160 holds, you're good for calls to 165. 160 breaks, puts to 151. Personally, I think 160 holds.... for now. Bad earnings will be a different story but likely priced in. If FSD subs increase significantly with the current $99 fee, I think this gives TSLA stock some much needed bullish sentiment.
avatarTimothyBarnes
2022-04-14

PayPal Stock Is Falling. It’s Not Because Its CFO Is Leaving for Walmart.

Walmart said late Tuesday that it had named John Rainey as its chief financial officer. Rainey currently holds the same position at PayPal Holdings$PayPal(PYPL)$ , but his move isn’t the red flag analysts are watching ahead of the payment-processing company’s earnings. Rainey steps into his new role on June 6. PayPal said Rainey will remain with it until late May to make possible an orderly transition. Gabrielle Rabinovitch, senior vice president for corporate finance and investor relations, will serve as interim CFO while PayPal looks for a permanent successor. “I am leaving knowing PayPal is well positioned for the future. Gabrielle Rabinovitch is an extremely well-respected and accomplished colleague, and she has my full confidence to assume the C
PayPal Stock Is Falling. It’s Not Because Its CFO Is Leaving for Walmart.
avatarTimothyBarnes
2024-09-05
$Meta Platforms, Inc.(META)$ No one cares about this temporary downside. The real fun won’t start until mid September or early October. Meta will soar well ahead of the October earnings report in my opinion.So, continue to take advantage of the temporary weakness.

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