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IART's guided 2024 revenue organic growth of 3.3% to 4.3%, in line with current inflation, and thus no organic growth after inflation.
Thanks a lot, SSKILLZ1, your writing is always interesting for me.
Wade, you have judgement problem: ex. IART's Boston Factory product revenue was merely 4-5% of its total revenue, before and during the FDA inquiry and investigation period, yet you made the big deal of it. IART's stock decline has other reasons.
Do what you believe and I have neither time nor interest to argue, just as I have neither time or interest to follow any analysts.
I trust the report including estimate number from the company only. Could I say Wadegarret portfolio misses YTD return, because it is up only 44%, less than analyst/statistician Valuemind's estimate 200%, reflecting Wadegarret is aging and losing competitiveness?
SMCI met its revenue guidance and beat its earning guidance significantly in the quarter ending March 31, and beat its analysts' revenue guidance for the quarter ending June 30. It will earning about 40 per share in the fiscal year starting July 2024. These are the reasons why I believe she will be traded above 1300 after its earning report ending June 30.
hweb2, SMCI, a growth stock, would not be undervalued if she could not grow fast. You are the value investor, so it is understand why you stay away from her. I keep 75% her untouched for long term, and 25% for short term trading. Both long and short term have been extremely profitable, and she has been the third most profitable stock this year so far for me. The quarter ending March 31 is seasonally weak, but the quarter ending June 30 is seasonally strong. So the great time is only 2 months away. No one could guarantee a growth stock stays growth for long, but I believe strongly that SMCI will.
Great summary. SMCI will earn about 8 this quarter, about 40 in the fiscal year starting July 1, 2024, and grow many quarters to come because of her competitive advantage.
Hope you got some already? I bought back 90% short term SMCI shares at 742, 730, 720 and 710. Additional 10% at 700 has not been filled! This is the company which is so well managed that it has not had one loss years since its IPO!
Bought back more SMCI at $730
2morrowsGains: I bought back some SMCI at $742 because the third fiscal quarter ending March 31 is usually seasonally weak for SMCI, yet its revenue sequentially rose 5% and it is strength for me. Of course many investors misunderstood 5% sequential rise in revenue as a weakness from competition.
Congratulation on GERN!
LWAY, boring packaged food company, has doubled in the past month, faster than expected.
SMCI down 1+% pre-market, possibly a healthy breath before back over 900 as earning is coming in tomorrow.
TSLA up 10+% pre-market due to FSD win in China, confirming the rapid progress in full self driving which may become a reality by the end of THIS year.
SMIC=Mr Beast!
GOOG + 13% after hour. Its cloud revenue grows faster than MSFT
Arbitrage is the strategy I use to reduce cost from time to time. But many times it backfired for me.
Musk said yesterday "If you've not tried the FSD 12.3, and like I said, 12.4 is going to be significantly better and 12.5 even better than that. And we have visibility into those things. Then you really don't understand what's going on.
It's not possible."
Do not waste time in reading them, as the damage (the time you waste and bad idea you get) may out weigh the benefit (occasionally you get a good idea)
TSLA up 11+% after hour: Musk has been back into crisis mode (meaning productive) and next 3 years will be crucial!
She might fall below 600, but more likely than not, she will rise until next week's earning report (possibly recover all the loss last Friday). Afterwards, it depends on its earning report and guidance, and only God knows.
Congratulation on your buying SMCI at great price. The great time may be yet to come.
I have not sold any so I could not buy back any TSLA. I indeed bought back more SMCI at great price this morning. One rule I always follow is diversification, as no one could predict market.
SSKILLZ1, you are much better off than me: my SMCI lost nearly 20% today, double the amount IART lost. Similarly I bought back some at $751.5. In the past 4 quarters, SMCI upgraded the earning guidance for two quarters, but in the fiscal 3th quarter 2023, it downgraded the earning guidance, and in the 1th 2024, it did nothing on its earning guidance. This quarter they did nothing on its earning guidance, and I believe SMCI's earning result will be similar to its original guidance.
No, I have only small number of shares, and thus have not bothered in selling any.
PERI and INMD, the worst stocks lately, down almost every day, regardless the market up or down.
Thanks KIK on SOWG. I am just lucky!
littlejohn: I read its earning report a few days ago and decided to pass because it is fishy in many aspects or very hard to understand this company. Why its net cash was reduced significantly with so much profit? What does financial and contract assets mean?Why do they rise significantly? Why its registered office address in the Cayman Islands is located at PO Box 309, Ugland House, Grand Cayman, KY1-1104, Cayman Islands?
ADFJF: Cash rose significantly far over debt, and now they have become a cash cow.
ALAR down 6.79% today, got some at $21.5.
INMD +2.5% today
Both PERI and INMD have good balance, make good money, but have lowered the guidance. I bought some PERI at 13.2 yesterday morning and it felt as low as $12.1 yesterday afternoon. Will PERI similarly fall later afternoon today?
Got some PERI at 13.2. Thanks for your great posts, SSKILLZ1
Fake news: they are controlled by government in dictator countries and by capitalists including Reuters in democratic countries.
Gas car is noisy and inconvenient, for ancient people. No kids want to give up tesla EV once they try it. It is clean, and accessible to internet anywhere any time.
If you think you are modern person, you should own a Tesla EV. If one wants dead earlier, continue to drive dirty gas cars.
Researcher, you may want to try FSD at Tesla store. They offer free test driving. Once you are hooked with it, you will not want to drive any other car.
TSLA +7.12 to $175.5, above the closing price before bad delivery data of April 2. Why? it is an AI company with FSD fast progressing.
SSKILLZ1: may LNTH be better buy than JAZZ? It has more cash than debt, its actual (not adjusted) pe is about 10, and it has grown faster than JAZZ.
Bought some TSLA at 165. Play another buy order at 155. Delivery number is bad, but sfd is coming.