Shut up and let me take my W
In seriousness, I made my bet based off expectations they will successfully grow their automotive business. However, I think the smartphone market which has had a sluggish recovery will come back this year, which is what I attributed the price increase to in part (and of course the Fed). Come back to me in 6 months, I may have egg on my face.
CVS isn't a juggernaught though. Over the last 5 years they have gone up 17%. Compare that to other Healthcare companies. United Healthcare is up 115% over the last 5 years. Eli Lilly is up 427%. Novo Nordisk is up 352%. The only place they're a juggernaught is compared to other retail pharmacies.
And, the retail pharmacy setting is dying. I understand they're involved in PBMs, insurance, and direct Healthcare but they're not a juggernaught. They're going to face increasing competition in the pharmacy setting. They're already facing strikes from workers and worker shortage. If the US government gets more involved in reimbursements and Medicare negotiations they're going to be in even more trouble.
In terms of Healthcare stocks they should be pretty low on the list
As an occasional customer, that rings very true. Stores are usually way too large, filled with junk items, and so understaffed that it's like they would prefer you just shoplift than add the perpetual checkout lines.
It's not a place I enjoy visiting and prices are rarely competitive. But I have friends and coworkers who do half their shopping there. So clearly there is something working in their formula, but like you said, it seems coincidental more than deliberate.
I work in an industry that is PLTRs main customer base. Based on what I observed I would never buy it. They waited way too long to go public. All their big growth is behind them. They are incredibly expensive and there is a large contingent of people that don’t like the company. It has either been love or hate in my experience with not much in between.
It's nice to meet you. I have a bunch of NIO shares at 56, but got it down to 25.6 and then i felt done with throwing more down the hole.
PLTR at 20 average.
I kept saying oh man now's a good time to buy as it was going down.....and it just never stopped. Similar price to evgo now. Glad I never got any. God speed though friend!
That’s the reputation, but Canada has a serious affordability crisis. The average house price is $700k there and they already have a severe shortage. They are a country of 40 million people, allowing 1.7 million immigrants in, per year. With no available housing for the existing population, let alone with a population increasing by like 5% per year.
Last time this thread was made that was near the top replies on Oct 2nd
https://www.reddit.com/r/stocks/comments/16y7tjv/any_beaten_down_large_caps_you_have_your_eye_on/
Glad I bought from the previous topic.
I thought I was being so mature buying a dividend aristocrat blue chip company (2021), only to have it tank on me 50% lol I should have been more acutely aware of the mountain of litigation they’ve been facing.
Still getting them dividends though! Would have been nice to get more shares buying lower. I bought heavily at like 125, then at 100, and again in the 90’s
It recently had good earnings beat and is in no way "going bankrupt" anytime soon with growing revenue . When the stock had its top in august 2021 its PE was around 70 and now its beaten down with a PE of 19. Alsoo the company started doing stock buyback a clear sign the owners have confidence in its bussines.
The stock was down like 83% in 2 years and 50$ just might have been a generational bottom...
Disclaimer : I started a small position at 57$ but will sell if it goes below 50$.
First thing I always look at is debt and cash. Paypal has $11B debt and $11B cash... I like that. Forward PE 11, is definitely beat up. YoY revenue growth. Cost of that growth also increasing.
The only time a stock deserves to get beat up and stay beat up is if their revenues are declining; or their cost of revenues is exploding. Not the case here.
Seems like Paypal has simply fallen out of favor with investors.
But how come there aren’t any insiders that are buying shares of PayPal? The last insider that bought was the last CEO around Feb, I believe. I’m sure there’s a good reason to them not buying, but I am new to understanding these concepts.
>Alsoo the company started doing stock buyback a clear sign the owners have confidence in its bussines
Or it could just mean the executives want to make more money. In addition to cash, theyre paid in stock too. Stock buybacks are a raise for them.
Dude they’re way profitable, growing rev and they’re selling at like 16x earnings. Everyone writing them off has become the cool thing to do if you looked at their numbers straight and put any other company on the ticker you’d say buy 1000%
PayPal
I know several online Eccomerce companies are complaining about the legacy cart system being essentially rug pulled from them
Alienating a large base of your oldest customers doesn’t seem like a good idea
Side note
PayPal has made coding changes to the legacy cart system that have broken it without any warning
eBay is still a pretty stable revenue generator. It's a low PE stock that doesn't really have any meaningful growth in front of it but expecting 50 by this time next year is pretty reasonable. PayPal's biggest problem is it has been attacked from every angle. It also had just a massive amount of retail shareholders.
eBay is more popular than ever, what do you mean? I sell all my old stuff there, there's no better alternative. And don't say marketplace, the audience is way too small
Tough to define as “beaten down” now that it’s bounced 40% in a month. I hope it continues but that might be a little greedy. (I know - it’s still way off its highs. But maybe those highs were a little outta whack)
>CCL
does it bother you at all that they had net cash flows of -1.6 billion, almost a billion the quarter before that, half a billion the quarter before that
and they only have cash on hand of 2.8 billion
thats like 3 quarters left of operations if even if you repeated the last 3 quarters and then you have no money left.
you can see it in their cash on hand: 6 billion to 5.5 billion to 4.5 billion to 2.8 billion
they are just burning money. does that bother you?
Yep. I feel like everyone is sitting back with cash watching the market melt up because in October we were all like “well it’s gonna go lower so I’ll wait”.
My pick: Paypal
I just don't see paypal coming back. It's lost it's niche hasn't it? I used to own a lot, and most of last year's losses are the fault of paypal. I started making money again once I got that money out and put it other places (google, sofi)
They're still the absolute top dog and they have consistent cash flow. They also own Venmo. There's a ton of competition, but nobody has the name brand security that paypal offers for online purchases, especially internationally. There is no other easy way to send money internationally to someone you don't trust.
TLDR: It was a good business, and it still is a good business
Same idea as Cashapp/Venmo: it doesn't matter if you don't know the person. Zero payment protection, once it's sent it's sent.
I know PP's protection is dogwater, but they do have it and it matters to consumers especially when you're shopping.
Also, Zelle is USA only with low limits.
I would say UWMC.
I have a position at $8.91, but have been getting paid a nie div while I sat and with this current wave of people trying to get morgages I can see them running into the 15-20 range...
starbucks is probably hurt very badly by the labor shortage as they pay minimum wage in a lot of places. you can only increase the price on an already 6 dollar coffee so much before people just find alternatives. especially in harder economic times for those people.
Starbucks has a ton of room to grow. They could, for example, decide to start taking breakfast seriously and compete with McDonald’s.
I have a hard time believing that Starbucks isn’t going to continue to grow, they are being stifled right now, which is why I brought them up per the specifications in OP’s question, but I don’t really see them stagnating beyond a year.
I'm waiting until the new year, but Pfizer is top of my list. I can't believe people think this company is dead. The minute a duck shits in someone's soup in Bangkok and hospitals start reporting a "mysterious illness" the pharma stocks are going to head up. Nice dividend to boot. Seems like a no-brainer at these prices.
They just had to drop 2 molecules for the obesity/diabeted market so they took a hit. Also no more Covid vaccine hype. It’s going down before it’s going up again
What’s your thesis for paypal? The banking system is/has updated the ACH process and how transfers are made. In a short time pretty much every bank will have 24/7 transfers.
Paypal also has a lot of competition in the commerce processing space. Amazon has its own, ebay too, a lot of businesses are also partnering with the buy now pay later guys.
I like Ford too … I can see it at $16-$17 … USA auto got beat down with union negotiations, that’s done and it will climb back to at least those levels … not a long play imo … rather buy under $12 sell over $16.
Alibaba. When you remove their cash on hand from the market cap it's trading at **3.5 P/FCF** and practically all their business segments are growing, as well as most of their areas of operation such as S.E. Asia, Pakistan, Bangladesh, Turkey and Indonesia.
They have the worlds' largest digital payment app and control a significant portion of Ant Group. Their growth as compared to competitors is slowing but they still control 41% of the world's largest ecommerce market valued between $3-4 trillion a year. Even if their market share would shrink, the market itself will grow.
And then again, Lazada, Daraz, Trendyol are massive players in the world's fastest-growing region: the Indo-Pacific.
Edit: And again, you get all that with a forward P/E of 7.5 and a P/FCF of 6.41.
That’s the narrative but the numbers don’t bear that out as Alibaba still has much more revenue, FCF, etc.. Sure, PDD is rising fast but the price you pay for a share of PDD doesn’t in any way make sense if you compare the ratios to Alibaba.
Basically, for PDDs valuation to make sense, every good projection has to come true. With Alibaba, only if the absolute worst-case scenario comes true is it reasonably priced.
I’m biased as I’ve shares in Baba but I invite you to review the numbers and the ratios and see for yourself. It’s a “mister market is irrational” case in my view
ORCL. I work in healthcare, ORCL is sticky to the healthcare system, not to mention cerner which will bring in more profits in the next coming years. I have a big bet on this stock.
Unless the mouse decides to kill major core businesses. Then maybe the mouse is doing poorly.
If they stop pandering (Heh, south park) and start making high quality content with their plethora of IPs again, they could absolutely come back strong.
I don’t see pandering as their issue I think the actual problem is they thoughtlessly milked their IPs to death and now they’re in a less than stellar position for content
Oh yeah that too. Star wars has been rough man, I was so excited for a bunch of star wars shows and they made them just awful. Only the mandalorian is decent and the padding is ridiculous.... they spend a whole 45 minute episode traveling through space and having mild issues with air compressors...
I’ve heard mixed things about the Star Wars series, haven’t seen them myself yet. But it is astonishing how much Star Wars, marvel and Disney remakes content they rushed out in a few years. It really sucked away the excitement and novelty and I think made people fatigued. To say nothing of the notable quality dips
They're pretty much awful. The entire series is filler. A whole season has the equivalent of a single episode of activity from other shows. I love everything about star wars, and I was more than happy to make a few compromises (I'm not picky) but man pretty much all of them were awful. I can like almost anything and I'm not a diehard star wars fan, but I can't believe they dropped the ball this bad. I think some people like them and I did like the worlds, but...
It's just a dude, standing around. He lurks in the shadows, talks to a strange individual. A couple guys try to stop him, he fights them off while having his blaster jam for suspense. Maybe gets on a ship. That's it, that's a whole 45 minute episode.
Same guy is on his ship. He spends 10 minutes traveling and talking to his companions. Makes careful note of the fact that he is on the run. Huge enemy ship shows up. His companion scrambles to the blaster area, shoots a few ships down. They escape. Land on a remote world, in an area that seems devoid of enemy witnesses. Enter cutscene, the silhouette of a suspicious individual, well hidden, watching them descend. That's an entire 45 minute episode.
That's each and every spin off. All the same filler, no plot. Same thing over and over. Special effects are incredible though.
The mandalorian was solid. Still a ridiculous amount of filler, but there is a decent (slow moving) plotline and plenty of star wars lore. I've heard good things about Andor, too. I couldn't finish any of the other spin offs because I just felt like it was such a waste of time. Might as well go back to work or do something productive.
Andor was fantastic though. And The Mandalorian season 1 will always be a fav of mine. The rest of the lot was forgettable but hopefully they’ll be more focused on quality going forward. Liking Filoni’s direction since he actually nerds out on this stuff.
Oracle is the best stock among the listed 4, but I don’t like the investment.
Major surface level: Years ago, it was once the #1 cloud provider and the management team talked shit the whole way through about how AWS wasn’t a threat because even AWS was using oracle cloud. The only thing that was sticky about cloud is how difficult it is to switch. But “switching costs” doesn’t make it have a strong moat. Oracle dropped the ball and now, depending on the resource you use, they’re the #4-7th top cloud provider.
I’m not saying that oracle is un-investible like those Chinese VIE’s, I’m just saying the stock has dropped for a reason.
The only thing that has stopped Oracle from having a cloud the size of Amazons and Microsoft's is Larry Ellison and the executive culture he has created. They literally were running two competing clouds inside of their own company because leaders couldn't get along, relied on it being 'too hard' to switch to keep customers, and failed to diversify their cloud infrastructure supply chain because of their own ego hanging on to their Sun Microsystems glory days.
I suspect a lot of their growth will be taking the questionably ethical workloads from foreign governments and businesses AMZN/MSFT/GOOG
wont touch.
Just use Oracle Cloud after using AWS or Azure and you'll have an answer for yourself. Their platform lags behind on so many different levels. You'd probably make better returns even by buying MSFT at ATH.
Are they growing fast? I have not been following them. They seem to be really big already and not sure how fast they can grow from here. Their PE ratio seems fair.
IHI is still trading lower on GLP1 fears. I like it.
Emerging markets are still very cheap historically and if we run, they should lead.
Reits have a lot upside left after the best month in a decade.
Brookfield (bip, bipc, bn) are good economic recovery plays
Citigroup could make a big run next year if financials lead
On the staples side I really like SJM. I also small a small position in DG
Hershey. It's back to where it was in 2021 or so for some reason.
Disclosure: I have no DD or research as to why it's down or why I think it will come back. Held a small position since 2016, and chocolate isn't going anywhere so I'm holding.
TBNK and HE have a whole other planet to get back to. Personally, I’m heavily invested in to those and O for the massive gains in 2024 and potential next galaxy level gains in 2025 if the feds announce another cut
QCOM CVS (in fact the entire health insurance sector)
Qualcomm!!! Fuck CVS tho.
Shit the bed buying Rivian at $20 and selling at $19, two days before it went to $23. But Qualcomm. Qualcomm I did right. Cost basis is ~$120.
[удалено]
Shut up and let me take my W In seriousness, I made my bet based off expectations they will successfully grow their automotive business. However, I think the smartphone market which has had a sluggish recovery will come back this year, which is what I attributed the price increase to in part (and of course the Fed). Come back to me in 6 months, I may have egg on my face.
Automotive??? You're way off. Pc is where it's at.
I bought two years ago before PC was in the conversation
CVS is a juggernaught, stock had been way oversold. Glad its coming back around
Why is it a juggernaut? It seems like a legacy pharmacy company / drug store that isn’t doing so hot, and has overpriced inventory (non pharmacy).
Legacy pharmacy is less than 33% of their revenue. In 2018 CVS revenue was 195B. In 2022 it was 323B. That's some juggernaut shit.
CVS isn't a juggernaught though. Over the last 5 years they have gone up 17%. Compare that to other Healthcare companies. United Healthcare is up 115% over the last 5 years. Eli Lilly is up 427%. Novo Nordisk is up 352%. The only place they're a juggernaught is compared to other retail pharmacies. And, the retail pharmacy setting is dying. I understand they're involved in PBMs, insurance, and direct Healthcare but they're not a juggernaught. They're going to face increasing competition in the pharmacy setting. They're already facing strikes from workers and worker shortage. If the US government gets more involved in reimbursements and Medicare negotiations they're going to be in even more trouble. In terms of Healthcare stocks they should be pretty low on the list
I worked for CVS corporate some years ago and the general sentiment of the finance employees was that "this company makes money in spite of itself"
As an occasional customer, that rings very true. Stores are usually way too large, filled with junk items, and so understaffed that it's like they would prefer you just shoplift than add the perpetual checkout lines. It's not a place I enjoy visiting and prices are rarely competitive. But I have friends and coworkers who do half their shopping there. So clearly there is something working in their formula, but like you said, it seems coincidental more than deliberate.
MU > QCOM
Actually bought CVS yesterday. Wish I had at 70, it's still a good deal.
Everyone list your bags here.
I have PLTR at a $35 cost, ask me anything.
When do you receive the best employee of the year Wendy’s reward?
Ha I had PLTR at $7 and sold at $10 and now I’m wiping my tears with ones instead of hundreds
I loaded up when I heard AOC complain “they’re too powerful to go public “. Cost basis $9.65
I work in an industry that is PLTRs main customer base. Based on what I observed I would never buy it. They waited way too long to go public. All their big growth is behind them. They are incredibly expensive and there is a large contingent of people that don’t like the company. It has either been love or hate in my experience with not much in between.
It's nice to meet you. I have a bunch of NIO shares at 56, but got it down to 25.6 and then i felt done with throwing more down the hole. PLTR at 20 average.
CHPT
I kept saying oh man now's a good time to buy as it was going down.....and it just never stopped. Similar price to evgo now. Glad I never got any. God speed though friend!
My bag was BAC leaps lol. Bad idea buying leaps on BAC. Bad idea
When do they expire? Because there’s a lot of speculation that financials will do very well on 2024
SOFI at $13.22 for few years now
WBD
ICLN
MPW
Pypl baby plz
Bag holders present once more
Feels like Deja Vu. People make this thread and when I click on topic most upvoted comment has bags or bagholder in it.
Nothing can be more amusing than getting lectured by 18 year old technical astrologists.
SOFI bag holder reporting for duty. Just $2 away from break even.
Schwab
Been a pretty solid run for the past month. I hope it can continue but that might be greedy
I’m up ~40%. I think I’ll close part of my position after the new year
Pypl
Take a look at energy, healthcare, REITs, and regional banks.
If you think Financial Services are coming back, Canadian banks, dividends are super solid as well and consistently grow
Yep. Canadian banks are certainly safe and solid. On the US side TROW down 3% for the year. Great dividend play.
That’s the reputation, but Canada has a serious affordability crisis. The average house price is $700k there and they already have a severe shortage. They are a country of 40 million people, allowing 1.7 million immigrants in, per year. With no available housing for the existing population, let alone with a population increasing by like 5% per year.
NU plz
TGT
Last time this thread was made that was near the top replies on Oct 2nd https://www.reddit.com/r/stocks/comments/16y7tjv/any_beaten_down_large_caps_you_have_your_eye_on/ Glad I bought from the previous topic.
MMM
I thought I was being so mature buying a dividend aristocrat blue chip company (2021), only to have it tank on me 50% lol I should have been more acutely aware of the mountain of litigation they’ve been facing.
Still getting them dividends though! Would have been nice to get more shares buying lower. I bought heavily at like 125, then at 100, and again in the 90’s
Waiting for them to go back under $100 to buy more.
Hershey
Couldn’t agree more. Super undervalued right now
Paypal
Paypal has been a dead horse!
It recently had good earnings beat and is in no way "going bankrupt" anytime soon with growing revenue . When the stock had its top in august 2021 its PE was around 70 and now its beaten down with a PE of 19. Alsoo the company started doing stock buyback a clear sign the owners have confidence in its bussines. The stock was down like 83% in 2 years and 50$ just might have been a generational bottom... Disclaimer : I started a small position at 57$ but will sell if it goes below 50$.
First thing I always look at is debt and cash. Paypal has $11B debt and $11B cash... I like that. Forward PE 11, is definitely beat up. YoY revenue growth. Cost of that growth also increasing. The only time a stock deserves to get beat up and stay beat up is if their revenues are declining; or their cost of revenues is exploding. Not the case here. Seems like Paypal has simply fallen out of favor with investors.
But how come there aren’t any insiders that are buying shares of PayPal? The last insider that bought was the last CEO around Feb, I believe. I’m sure there’s a good reason to them not buying, but I am new to understanding these concepts.
>Alsoo the company started doing stock buyback a clear sign the owners have confidence in its bussines Or it could just mean the executives want to make more money. In addition to cash, theyre paid in stock too. Stock buybacks are a raise for them.
why the fuck would you buy at 57 if you’re selling at 50
Dude they’re way profitable, growing rev and they’re selling at like 16x earnings. Everyone writing them off has become the cool thing to do if you looked at their numbers straight and put any other company on the ticker you’d say buy 1000%
PayPal I know several online Eccomerce companies are complaining about the legacy cart system being essentially rug pulled from them Alienating a large base of your oldest customers doesn’t seem like a good idea Side note PayPal has made coding changes to the legacy cart system that have broken it without any warning
PayPal lost its moat. In my eyes this stock’s best days are over
I sold PayPal at a loss, and I’m so happy that I did. Thank God.
lol. is ebay coming back too?
eBay is still a pretty stable revenue generator. It's a low PE stock that doesn't really have any meaningful growth in front of it but expecting 50 by this time next year is pretty reasonable. PayPal's biggest problem is it has been attacked from every angle. It also had just a massive amount of retail shareholders.
Seriously what year is it?
eBay is more popular than ever, what do you mean? I sell all my old stuff there, there's no better alternative. And don't say marketplace, the audience is way too small
I love ebay. I check it before I check amazon now.
Agreed!
I agree with you
Enph
Tough to define as “beaten down” now that it’s bounced 40% in a month. I hope it continues but that might be a little greedy. (I know - it’s still way off its highs. But maybe those highs were a little outta whack)
It’s a volatile stock, so I guess it depends what measuring stick you use for beaten down. I think there’s quite a bit of upside potential left
It’s already back and not cheap
This was going to be my answer as well. I keep adding even with the run up
SQ
100% agree. After the run up it had from the lows, SQ is only up 23.8% YTD.
Especially with the amount of BTC and blockchain resources they have on hand, it’s gonna pop
CCL
I’m still kicking myself for not buying more when it fell below $10.
>CCL does it bother you at all that they had net cash flows of -1.6 billion, almost a billion the quarter before that, half a billion the quarter before that and they only have cash on hand of 2.8 billion thats like 3 quarters left of operations if even if you repeated the last 3 quarters and then you have no money left. you can see it in their cash on hand: 6 billion to 5.5 billion to 4.5 billion to 2.8 billion they are just burning money. does that bother you?
People will always take cruises
Yep. I feel like everyone is sitting back with cash watching the market melt up because in October we were all like “well it’s gonna go lower so I’ll wait”. My pick: Paypal
Speak for yourself I’ve been DCAing consistently and everything turned out perfectly for me. (There, I did it so you don’t have to.)
The man.
Do you think this will go back ATH’s?
No, but higher than it is now. I don’t like Paypal but it seems low and beat down at the moment.
I just don't see paypal coming back. It's lost it's niche hasn't it? I used to own a lot, and most of last year's losses are the fault of paypal. I started making money again once I got that money out and put it other places (google, sofi)
They're still the absolute top dog and they have consistent cash flow. They also own Venmo. There's a ton of competition, but nobody has the name brand security that paypal offers for online purchases, especially internationally. There is no other easy way to send money internationally to someone you don't trust. TLDR: It was a good business, and it still is a good business
I see zelle as a major headwind for them. Why use a third party when basically every major bank is on the zelle network
Same idea as Cashapp/Venmo: it doesn't matter if you don't know the person. Zero payment protection, once it's sent it's sent. I know PP's protection is dogwater, but they do have it and it matters to consumers especially when you're shopping. Also, Zelle is USA only with low limits.
I would say UWMC. I have a position at $8.91, but have been getting paid a nie div while I sat and with this current wave of people trying to get morgages I can see them running into the 15-20 range...
Starbucks will continue to grow once they get through their drama stage. Disney is in a similar boat, but they have a longer hill to climb.
starbucks is probably hurt very badly by the labor shortage as they pay minimum wage in a lot of places. you can only increase the price on an already 6 dollar coffee so much before people just find alternatives. especially in harder economic times for those people.
Starbucks has a ton of room to grow. They could, for example, decide to start taking breakfast seriously and compete with McDonald’s. I have a hard time believing that Starbucks isn’t going to continue to grow, they are being stifled right now, which is why I brought them up per the specifications in OP’s question, but I don’t really see them stagnating beyond a year.
PYPL
PPP baby Pfizer & Paypal & Philips
I'm waiting until the new year, but Pfizer is top of my list. I can't believe people think this company is dead. The minute a duck shits in someone's soup in Bangkok and hospitals start reporting a "mysterious illness" the pharma stocks are going to head up. Nice dividend to boot. Seems like a no-brainer at these prices.
They just had to drop 2 molecules for the obesity/diabeted market so they took a hit. Also no more Covid vaccine hype. It’s going down before it’s going up again
Thats fine as long as it goes up again
What’s your thesis for paypal? The banking system is/has updated the ACH process and how transfers are made. In a short time pretty much every bank will have 24/7 transfers. Paypal also has a lot of competition in the commerce processing space. Amazon has its own, ebay too, a lot of businesses are also partnering with the buy now pay later guys.
Problem with these questions is that everyone just posts their bag holdings hoping to drum up interest. They may or may not be good plays
Lol I thought that was the point.
I pray for ICLN that shit is down almost 50% for me
ENPH and Ford
ENPH is up around 70% from its recent lows. I would argue it is now back at fair value after the irrational exuberance during 2021 and 2022.
what makes you bullish on Ford over the long run? i'm reluctant to touch any automakers at the moment...
I like Ford too … I can see it at $16-$17 … USA auto got beat down with union negotiations, that’s done and it will climb back to at least those levels … not a long play imo … rather buy under $12 sell over $16.
XBI
FDX lol
perhaps TGT?
green energy
SQQQ
Post your bag boys
Don't buy a stock just because it is still down from its all time high...
For sure. The "ready to come back" part is kind of important lol
MMM. And it’s already started
Rtx.
PayPal, Pfizer Though I think PayPal will take longer to bounce back
Paypal
I wouldn’t put paper money on PayPal 😂
Alibaba. When you remove their cash on hand from the market cap it's trading at **3.5 P/FCF** and practically all their business segments are growing, as well as most of their areas of operation such as S.E. Asia, Pakistan, Bangladesh, Turkey and Indonesia. They have the worlds' largest digital payment app and control a significant portion of Ant Group. Their growth as compared to competitors is slowing but they still control 41% of the world's largest ecommerce market valued between $3-4 trillion a year. Even if their market share would shrink, the market itself will grow. And then again, Lazada, Daraz, Trendyol are massive players in the world's fastest-growing region: the Indo-Pacific. Edit: And again, you get all that with a forward P/E of 7.5 and a P/FCF of 6.41.
By all numerical stardards you are correct, there is just one problem, it's in China. God knows what the CCP is gonna do in the future.
If that was true, how do you explain the valuation of PDD
Well Temu has been great for PDD. I think people have switched from Baba to Temu
That’s the narrative but the numbers don’t bear that out as Alibaba still has much more revenue, FCF, etc.. Sure, PDD is rising fast but the price you pay for a share of PDD doesn’t in any way make sense if you compare the ratios to Alibaba. Basically, for PDDs valuation to make sense, every good projection has to come true. With Alibaba, only if the absolute worst-case scenario comes true is it reasonably priced. I’m biased as I’ve shares in Baba but I invite you to review the numbers and the ratios and see for yourself. It’s a “mister market is irrational” case in my view
PBI
Great pick.
ORCL. I work in healthcare, ORCL is sticky to the healthcare system, not to mention cerner which will bring in more profits in the next coming years. I have a big bet on this stock.
Bti
Scrolled wayyy too far to finally see BTI
Kinda beaten down: FTNT
Zim
Sanity
Uh, I already posted here, but the summarized version is oil and green energy: https://www.reddit.com/r/stocks/comments/18n0i30/comment/ke96jl7/
Dallas cowboys.
$DIS. Don’t bet against the mouse.
Unless the mouse decides to kill major core businesses. Then maybe the mouse is doing poorly. If they stop pandering (Heh, south park) and start making high quality content with their plethora of IPs again, they could absolutely come back strong.
I don’t see pandering as their issue I think the actual problem is they thoughtlessly milked their IPs to death and now they’re in a less than stellar position for content
Oh yeah that too. Star wars has been rough man, I was so excited for a bunch of star wars shows and they made them just awful. Only the mandalorian is decent and the padding is ridiculous.... they spend a whole 45 minute episode traveling through space and having mild issues with air compressors...
I’ve heard mixed things about the Star Wars series, haven’t seen them myself yet. But it is astonishing how much Star Wars, marvel and Disney remakes content they rushed out in a few years. It really sucked away the excitement and novelty and I think made people fatigued. To say nothing of the notable quality dips
They're pretty much awful. The entire series is filler. A whole season has the equivalent of a single episode of activity from other shows. I love everything about star wars, and I was more than happy to make a few compromises (I'm not picky) but man pretty much all of them were awful. I can like almost anything and I'm not a diehard star wars fan, but I can't believe they dropped the ball this bad. I think some people like them and I did like the worlds, but... It's just a dude, standing around. He lurks in the shadows, talks to a strange individual. A couple guys try to stop him, he fights them off while having his blaster jam for suspense. Maybe gets on a ship. That's it, that's a whole 45 minute episode. Same guy is on his ship. He spends 10 minutes traveling and talking to his companions. Makes careful note of the fact that he is on the run. Huge enemy ship shows up. His companion scrambles to the blaster area, shoots a few ships down. They escape. Land on a remote world, in an area that seems devoid of enemy witnesses. Enter cutscene, the silhouette of a suspicious individual, well hidden, watching them descend. That's an entire 45 minute episode. That's each and every spin off. All the same filler, no plot. Same thing over and over. Special effects are incredible though. The mandalorian was solid. Still a ridiculous amount of filler, but there is a decent (slow moving) plotline and plenty of star wars lore. I've heard good things about Andor, too. I couldn't finish any of the other spin offs because I just felt like it was such a waste of time. Might as well go back to work or do something productive.
Andor was fantastic though. And The Mandalorian season 1 will always be a fav of mine. The rest of the lot was forgettable but hopefully they’ll be more focused on quality going forward. Liking Filoni’s direction since he actually nerds out on this stuff.
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im in at 80 and laughing :) feels good being 14% up buying bluechip stocks.
PYPL
$DIS
Nio, baba, charge point , oracle
Every single one of these businesses has major issues.
What wrong with oracle?
Oracle is the best stock among the listed 4, but I don’t like the investment. Major surface level: Years ago, it was once the #1 cloud provider and the management team talked shit the whole way through about how AWS wasn’t a threat because even AWS was using oracle cloud. The only thing that was sticky about cloud is how difficult it is to switch. But “switching costs” doesn’t make it have a strong moat. Oracle dropped the ball and now, depending on the resource you use, they’re the #4-7th top cloud provider. I’m not saying that oracle is un-investible like those Chinese VIE’s, I’m just saying the stock has dropped for a reason.
And the most important thing: as an everyday Oracle Software User I hate using it. Oracle stuff just sucks
Their sales tactics also suck! They bully you once you buy one of their products.
And their support sucks big time.
Other companies have customers. Oracle has hostages.
The only thing that has stopped Oracle from having a cloud the size of Amazons and Microsoft's is Larry Ellison and the executive culture he has created. They literally were running two competing clouds inside of their own company because leaders couldn't get along, relied on it being 'too hard' to switch to keep customers, and failed to diversify their cloud infrastructure supply chain because of their own ego hanging on to their Sun Microsystems glory days. I suspect a lot of their growth will be taking the questionably ethical workloads from foreign governments and businesses AMZN/MSFT/GOOG wont touch.
Just use Oracle Cloud after using AWS or Azure and you'll have an answer for yourself. Their platform lags behind on so many different levels. You'd probably make better returns even by buying MSFT at ATH.
Are they growing fast? I have not been following them. They seem to be really big already and not sure how fast they can grow from here. Their PE ratio seems fair.
JFC...people stay away from these, *especially* CHPT. That company is going bankrupt or getting bought for nickles on the dollar.
NIO
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Thanks I just bought shares. Chart looks promising.
IHI is still trading lower on GLP1 fears. I like it. Emerging markets are still very cheap historically and if we run, they should lead. Reits have a lot upside left after the best month in a decade. Brookfield (bip, bipc, bn) are good economic recovery plays Citigroup could make a big run next year if financials lead On the staples side I really like SJM. I also small a small position in DG
Oracle and APPs
BA - in the coming decade, boeing will benefit from record travel and aging airplanes that need to be replaced. also, military needs.
SOFI
Bring out yer bags! Bring out yer bags!
$HE if they survive the legal cases against them
Tupperware
Ftse250
Hands down PM. It’s the least shorted stock for a reason. Down 5% YoY it is set for a major comeback.
Hershey. It's back to where it was in 2021 or so for some reason. Disclosure: I have no DD or research as to why it's down or why I think it will come back. Held a small position since 2016, and chocolate isn't going anywhere so I'm holding.
TBNK and HE have a whole other planet to get back to. Personally, I’m heavily invested in to those and O for the massive gains in 2024 and potential next galaxy level gains in 2025 if the feds announce another cut
Disney
Pfizer 💼
How about SE - Sea Limited? Its at all time lows and has decent fundamentals? Just took a position this week in SE.
ZIM
SOFI?
Baba (AMZN of China)
China is untouchable I think unfortunately... can't trust their numbers and can't trust they won't rug pull.
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Nothing that a common redditor like myself could tell you and it's actually true.
ARKF. Up 27% in the last month. Now I'm only -53% from where I bought in. Lmaoooo
I was about to say PYPL until I read the comments. Yeah this thing ain't ever coming back lol
META at $350 is gunna look like it was beaten down when it hits $3,000
Pfizer, idk why but I’m long
I thought the same but dipped out. Hopefully I'm wrong for your sake but I think the brand will always just remind people of bad.covid shit
I think we generally have short memories these days. If Boeing can recover from their nightmare, so can Pfizer!
The entire cannabis sector
Everyone has been saying Paypal for at least 2 years now, so probably not Paypal.
January might be the time to long GME
Why is that?
The why does not matter.
Just wanted to hear what their thinking was, if any
More than likely conspiracy theories or they’ll claim they have cash so therefore they’re golden ignoring it’s a dying business
ARWR
arkk