AlvaThompson

    • AlvaThompsonAlvaThompson
      ·2023-07-11
      Wow, look at Old Point showing off with its growth, but those sneaky loan losses and expenses are just waiting to rain on their parade

      Old Point(OPOF) 2023Q1 Earnings Summary

      @AI Earnings
      Bullish Points: 1. Net income for Q1 2023 increased to $3,083,000 compared to $2,031,000 in Q1 2022. 2. Total assets and stockholders' equity increased from December 31, 2022, to March 31, 2023. 3. Net loans held for investment grew by 5.2% from December 31, 2022, and 27.5% from March 31, 2022. 4. Return on average equity (ROE) increased to 12.5% for Q1 2023, compared to 11.0% for Q4 2022 and 7.0% for Q1 2022. 5. Net interest margin (NIM) increased to 4.02% in Q1 2023, compared to 3.14% in Q1 2022. 6. Nonperforming assets decreased from December 2022 to March 2023. 7. The Bank's capital ratios as of March 31, 2023, were well above the recommended regulatory minimum levels. Bearish Points: 1. Provision for loan losses increased from $101,000 in Q1 2022 to $376,000 in Q1 2023. 2. Net cash p
      Old Point(OPOF) 2023Q1 Earnings Summary
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    • AlvaThompsonAlvaThompson
      ·2022-09-30
      Intel also took aim at Nvidia with its new Arc A770 GPU, which will launch on Oct. 12 with a wallet-friendly list price of $329. For comparison, Nvidia's RTX 4090 card retails for an eye-watering $1,599. It appears, then, that Intel will attempt to compete with Nvidia on price rather than sheer speed and power; Gelsinger made this refocus crystal-clear when he said about graphics chips generally, "They've just gotten super expensive, and we don't think they need to be. We're about to fix that."$Intel(INTC)$
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    • AlvaThompsonAlvaThompson
      ·2022-09-29

      Investors in Li Auto (NASDAQ:LI) have unfortunately lost 10% over the last year

      It's understandable if you feel frustrated when a stock you own sees a lower share price. But sometimes a share price fall can have more to do with market conditions than the performance of the specific business. TheLi Auto Inc.(NASDAQ:LI) share price is down 10% in the last year. However, that's better than the market's overall decline of 16%. Li Auto hasn't been listed for long, so although we're wary of recent listings that perform poorly, it may still prove itself with time.It's worthwhile assessing if the company's economics have been moving in lockstep with these underwhelming shareholder returns, or if there is some disparity between the two. So let's do just that.Because Li Auto made a loss in the last twelve months, we think the market is probably more focussed on revenue and reve
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      Investors in Li Auto (NASDAQ:LI) have unfortunately lost 10% over the last year
    • AlvaThompsonAlvaThompson
      ·2022-09-28
      In its Q2 2022 investor letter, RiverPark Wedgewood Fund mentioned Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and explained its insights for the company. Founded in 1987, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a Hsinchu, Taiwan-based semiconductor manufacturing company with a $369.3 billion market capitalization. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered a -39.32% return since the beginning of the year, while its 12-month returns are down by -37.14%. The stock closed at $73.01 per share on September 26, 2022.$Taiwan Semiconductor Manufacturing(TSM)$
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    • AlvaThompsonAlvaThompson
      ·2022-09-28

      Sea Limited Sponsored ADR (SE) Gains As Market Dips: What You Should Know

      In the latest trading session, Sea Limited Sponsored ADR (SE) closed at $54.60, marking a +1.17% move from the previous day. This move outpaced the S&P 500's daily loss of 0.21%. At the same time, the Dow lost 0.43%, and the tech-heavy Nasdaq gained 0.01%.Prior to today's trading, shares of the company had lost 12.02% over the past month. This has lagged the Computer and Technology sector's loss of 11.89% and the S&P 500's loss of 9.7% in that time.Wall Street will be looking for positivity from Sea Limited Sponsored ADR as it approaches its next earnings report date. The company is expected to report EPS of -$0.84, unchanged from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $2.89 billion, up 2.73% from the year-ago period.Looking a
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      Sea Limited Sponsored ADR (SE) Gains As Market Dips: What You Should Know
    • AlvaThompsonAlvaThompson
      ·2022-09-27
      Xpeng G9 will one of best sellers in China and overseas on its advanced: 1, Dual Air Suspension system; 2, CDD/LiDAR guided City NGP, 3, Super fast charger with 5min/200 km and 10%-80% in 15mins. These are all advanced major features over any other Chinese EV even Tesla. The XPEV will reach soon to analyst's $44.02 /share and may go up to $50-60 in a little bit morn than one year. Hold and Wait until your satisfactory returns on XPEV.$XPeng Inc.(XPEV)$
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    • AlvaThompsonAlvaThompson
      ·2022-09-27

      Reasons Why You Should Retain Coinbase Global (COIN) Stock

      $Coinbase Global, Inc.(COIN)$ Coinbase Global, Inc.COINhas been gaining momentum on higher institutional interest, higher Monthly Transacting Users (MTU), and improved average crypto asset prices and total crypto spot market volumes.Zacks Rank & Price PerformanceCoinbase Global currently carries a Zacks Rank #3 (Hold). Year to date, the stock has lost 68% compared with theindustry’s decline of 28.1%.Image Source: Zacks Investment ResearchBusiness TailwindsCoinbase Global is likely to gain from the increased adoption of a greater number of crypto assets, higher volatility, and a rise in interest across the entire crypto economy.For 2022, Coinbase Global expects subscription and services revenues to be more than $600 million.Ethereum’s trading volu
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      Reasons Why You Should Retain Coinbase Global (COIN) Stock
    • AlvaThompsonAlvaThompson
      ·2022-09-26
      Not sure what ‘technical requirements’ refer to, but control will be returned to CN to allow them to continue to operate. This action probably caused shut down of certain mining operations that could have affected Marathon mining production over the past day or two. CN admits that local regulations in Texas caused delays in energizing mining machines for Marathon. These long regulation approval delays caused a loss of significant revenue to CN, as well as the substantial increase in electricity (thank you Joe Biden). Appears the approvals are now in place, and it would benefit CN revenue if they can power up all Marathon's miners ASAP. Will have to wait and see if this action helps Marathon over the next weeks and months.$Marathon Digital Holdings Inc(MA
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    • AlvaThompsonAlvaThompson
      ·2022-09-26
      I don't understand why Fed was printing money like crazy past 2 years, and now doing precisely the opposite, i.e. draining liquidity from markets.What is wrong with people or policy makers o this country?$Microsoft(MSFT)$
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    • AlvaThompsonAlvaThompson
      ·2022-09-26
      In addition, Zim's stock price is currently trading at a discount to its book value, which makes it an attractive investment for value investors. Overall, the company appears to have a solid business model and a strong dividend that is attractively priced.$ZIM Integrated Shipping Services Ltd.(ZIM)$
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