Value investorr
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Value investorr
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$Pfizer (PFE.US)$ $SPDR S&P 500 ETF (SPY.US)$
As Pfizer releases its earnings today, I saw panic and frustration all over the forums. Let's revisit the report and numbers, which I'm certain, as a value investor, will help you see the direction Pfizer is heading. The earnings showed a triple beat on top-line revenue, bottom-line adjusted and GAAP net income, along with a raised forward guidance.
I know some of you might ask,"But why would Pfizer go down after such fa...
As Pfizer releases its earnings today, I saw panic and frustration all over the forums. Let's revisit the report and numbers, which I'm certain, as a value investor, will help you see the direction Pfizer is heading. The earnings showed a triple beat on top-line revenue, bottom-line adjusted and GAAP net income, along with a raised forward guidance.
I know some of you might ask,"But why would Pfizer go down after such fa...
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Value investorr
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$Pfizer (PFE.US)$ still dont get it why keep dropping?
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Value investorr
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$Copart (CPRT.US)$ oh no..gap ..gap down.. should I hold or drop?
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Value investorr
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$Zscaler (ZS.US)$
People focuses too much on their current beat and report, but for a hyperscaler and growth stock like ZS, lowering their future guidance greatly impacts the confidence and growth trajectory. It is not recommended to catch the falling knife as it starts falling. Market is filled with opportunities and it is certainly not the best time to buy now.
People focuses too much on their current beat and report, but for a hyperscaler and growth stock like ZS, lowering their future guidance greatly impacts the confidence and growth trajectory. It is not recommended to catch the falling knife as it starts falling. Market is filled with opportunities and it is certainly not the best time to buy now.
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Value investorr
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Welcome to follow me, let's communicate together！
In 2000, $Costco (COST.US)$ surged to a forward P/E ratio of 46x, at a time when the Kirkland brand had only been launched for five years, and international expansion was still a big question mark. Later, Costco's growth remained strong, taking 10 years (yes, just ten years) to digest its valuation. In 2003, the stock price halved and the P/E ratio dropped below 20x. Today, with Costco's forwar...
In 2000, $Costco (COST.US)$ surged to a forward P/E ratio of 46x, at a time when the Kirkland brand had only been launched for five years, and international expansion was still a big question mark. Later, Costco's growth remained strong, taking 10 years (yes, just ten years) to digest its valuation. In 2003, the stock price halved and the P/E ratio dropped below 20x. Today, with Costco's forwar...
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Value investorr
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$Dollar General (DG.US)$ is it a good time to buy
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Value investorr
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$Pacira BioSciences (PCRX.US)$ Let’s layout their current situation and see if the market has priced it appropriately:
Good news:
1. ASP for Exparel +6% reimbursement from the new law
2. THREE Extra upcoming Patent litigation against eVenus infringement
3. Despite the approval, Truist Securities anticipates that eVenus will not be able to launch its generic product until at least the late 2030s due to ongoing patent litigations which means LIMITED DOWNSIDE to current revenue...
Good news:
1. ASP for Exparel +6% reimbursement from the new law
2. THREE Extra upcoming Patent litigation against eVenus infringement
3. Despite the approval, Truist Securities anticipates that eVenus will not be able to launch its generic product until at least the late 2030s due to ongoing patent litigations which means LIMITED DOWNSIDE to current revenue...
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Value investorr
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$Pacira BioSciences (PCRX.US)$ $iShares Russell 2000 ETF (IWM.US)$
Besides all the information that is publicly available and that I’ve posted in my previous two comments. Here’s something to keep in mind for PCRX future if you want to make your decision to buy, hold, or sell:
1. Diversification of product pipeline greatly reduces the risk of further top-line (revenue) erosion even if we assume the worst case scenario for Experal (which itself is ex...
Besides all the information that is publicly available and that I’ve posted in my previous two comments. Here’s something to keep in mind for PCRX future if you want to make your decision to buy, hold, or sell:
1. Diversification of product pipeline greatly reduces the risk of further top-line (revenue) erosion even if we assume the worst case scenario for Experal (which itself is ex...
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Value investorr : Checkout my post help that answers