PayPal $PayPal (PYPL.US)$ is expected to generate $6 billion in free cash flow this year.
That means $PayPal (PYPL.US)$ trades on a FCF yield of 8.45%, this compares to the 10-year yield at 3.75%,
Assuming free cash flow stays constant:
- A 3.75% FCF yield implies $158/share
- A 5% FCF yield implies $120/share
For comparison, the $S&P 500 Index (.SPX.US)$ currently trades at a 3.3% yield.
- A 5% FCF yield exceeds the risk-free rate by 125bps (5% - 3.75%)
- No growth assumptions are factored int...
That means $PayPal (PYPL.US)$ trades on a FCF yield of 8.45%, this compares to the 10-year yield at 3.75%,
Assuming free cash flow stays constant:
- A 3.75% FCF yield implies $158/share
- A 5% FCF yield implies $120/share
For comparison, the $S&P 500 Index (.SPX.US)$ currently trades at a 3.3% yield.
- A 5% FCF yield exceeds the risk-free rate by 125bps (5% - 3.75%)
- No growth assumptions are factored int...
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If Truth Social stock $Trump Media & Technology (DJT.US)$ , falls below 2¢, I'm buying in.😬
Welcome to MAGA land.
One week move..
Welcome to MAGA land.
One week move..
MBG has cut FY24 guidance today at 9pm Reducing FY24 guidance by over 25% with FY EBIT margin from 10-11% to 7.5%-8.5%. Main driver is weakness is China where MB gets lots of its profit.
I think this is the first of many profit warnings we will get this September from Autos and Luxury companies. China is very weak and consumer to buying big ticket items globally.
As always germany leads the way on profit warnings given the...
I think this is the first of many profit warnings we will get this September from Autos and Luxury companies. China is very weak and consumer to buying big ticket items globally.
As always germany leads the way on profit warnings given the...
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It's crazy to me that $JPMorgan (JPM.US)$ has outperformed the S&P 500 and the aggregate of my portfolio by such a wide margin.
$S&P 500 Index (.SPX.US)$
$S&P 500 Index (.SPX.US)$
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S&P500 is going to do one of two things in the short term.
Break out following next weeks #Fomc meeting on rate cuts and or dump on bad news or no news at all from the most recent pump.
It could also do nothing but unlikely imo
$S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Invesco QQQ Trust (QQQ.US)$
Break out following next weeks #Fomc meeting on rate cuts and or dump on bad news or no news at all from the most recent pump.
It could also do nothing but unlikely imo
$S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Invesco QQQ Trust (QQQ.US)$
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