Business & Investing
Sponsored by

Stock Markets

24,622,364 Views | 233245 Replies | Last: 3 hrs ago by El_duderino
PeekingDuck
How long do you want to ignore this user?
AG
Buffett's fundamentals from somewhere deep in the internet:

Debt/Equity < 0.5
Current Ratio > 1.5 & < 2.5
Price/Book < 1.5
ROE > 8% consistent/increasing over last 10 yrs
ROA > 6%
Stable Book Value growth
Stable EPS growth
Stable Dividend growth
Moat
Interest coverage ratio (Income from operations/Interest expense) > 5X operating income
Inventory turnover ratio (Cost of Revenue/Inventory) > 4
Free-cash-flow-to-revenue ({Operating cash flow + property, plant & equipment} / Revenue) > 5%
P/E Ratio < 15
S&P > BB
Reasonable Margin of safety (DCF intrinsic value/current price)

Good luck finding such things these days...
Ccutamu
How long do you want to ignore this user?



Hurry up WWR!
EnronAg
How long do you want to ignore this user?
AG
Buffett also loves total market cap to GDP...we're currently way over-valued based on this metric...and nearing his signal of a market sell-off...from what I read a week or so ago...
Talon2DSO
How long do you want to ignore this user?
AG
Ccutamu said:




Hurry up WWR!


Note to the environmental mafia: mining for all of those will significantly harm the earth way more than fossil fuels ever will.
Brian Earl Spilner
How long do you want to ignore this user?
AG
Well so much for that bounce.
EnronAg
How long do you want to ignore this user?
AG
bulls left early for happy hour
frankm01
How long do you want to ignore this user?
If I would have only listened on SMCI.......
EngrAg14
How long do you want to ignore this user?
AG
Talon2DSO said:

Ccutamu said:




Hurry up WWR!


Note to the environmental mafia: mining for all of those will significantly harm the earth way more than fossil fuels ever will.


So is this when we declare war on China?
For weapons and/or humanitarian issues.
But really just for minerals.
AgDrone14
How long do you want to ignore this user?
frankm01 said:

If I would have only listened on SMCI.......
Can someone tell me the story on SMCI? What makes them different from Dell, HPE, etc.
texags79
How long do you want to ignore this user?
Everyone go buy GENI RIGHT NOW. NOT MONDAY. DO IT RIGHT NOW
ProgN
How long do you want to ignore this user?
EnronAg said:

bulls left early for happy hour
Not calling a top but be mindful of strong green opens turn to deep red sell offs those indicate a top. With earnings coming to close and markets overbought, it won't take much to cause a lot of selling. JMO
ProgN
How long do you want to ignore this user?
frankm01 said:

If I would have only listened on SMCI.......
It's a strong stock but it will comeback down with any macro selloff. Exercise patience and ignore the FOMO demon in your head causing a ruckus.
Towns03
How long do you want to ignore this user?
AG
Chilifest said:

Everyone go buy GENI RIGHT NOW. NOT MONDAY. DO IT RIGHT NOW
OK, now what?
Charismatic Megafauna
How long do you want to ignore this user?
AG
Dude this isn't wsb
Triple_Bagger
How long do you want to ignore this user?
Have a great weekend everyone. Bears are back!
$30,000 Millionaire
How long do you want to ignore this user?
AG
we will see. some cool off is needed.
You don’t trade for money, you trade for freedom.
Saltyag15
How long do you want to ignore this user?
AG
Reminds me of Challenger17 and GOED. Don't really hear about it much anymore.
Jet Black
How long do you want to ignore this user?
Chilifest said:

Everyone go buy GENI RIGHT NOW. NOT MONDAY. DO IT RIGHT NOW


Why? Seriously. What's the scoop?
Heineken-Ashi
How long do you want to ignore this user?
If 4400 holds next week then I think we can still flirt with 4750-4800 before the bear market renews. Weekly beer candles moved to indecision, but no indications yet that the rally is over. Las time we had a week like this was April and it was followed by 4 more indecision weeks. That would line up well with September rally followed by seasonal October death drop.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
FJ43
How long do you want to ignore this user?
Bearish, Bullish, Bearish. Next 3 months
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11

Red Pear Luke (BCS)
How long do you want to ignore this user?
Sponsor
AG
PeekingDuck said:

Buffett's fundamentals from somewhere deep in the internet:

Debt/Equity < 0.5
Current Ratio > 1.5 & < 2.5
Price/Book < 1.5
ROE > 8% consistent/increasing over last 10 yrs
ROA > 6%
Stable Book Value growth
Stable EPS growth
Stable Dividend growth
Moat
Interest coverage ratio (Income from operations/Interest expense) > 5X operating income
Inventory turnover ratio (Cost of Revenue/Inventory) > 4
Free-cash-flow-to-revenue ({Operating cash flow + property, plant & equipment} / Revenue) > 5%
P/E Ratio < 15
S&P > BB
Reasonable Margin of safety (DCF intrinsic value/current price)

Good luck finding such things these days...


He also is a big fan of EV / EBITDA and it being under 10 or close to it compared to the market.
Carlo4
How long do you want to ignore this user?
AG
Jet Black said:

Chilifest said:

Everyone go buy GENI RIGHT NOW. NOT MONDAY. DO IT RIGHT NOW


Why? Seriously. What's the scoop?


Not sure but let me tell you about WWR…
Carlo4
How long do you want to ignore this user?
AG
Chilifest said:

Everyone go buy GENI RIGHT NOW. NOT MONDAY. DO IT RIGHT NOW


Anyone else read the ticker as Forrest Gump saying "Jenny"?
$30,000 Millionaire
How long do you want to ignore this user?
AG
Buffett also use to buy PoopCos at phenomal prices and would sell at fair prices.

You all are still too bearish for the market to drop much.
You don’t trade for money, you trade for freedom.
$30,000 Millionaire
How long do you want to ignore this user?
AG
GENI has earnings.
You don’t trade for money, you trade for freedom.
frankm01
How long do you want to ignore this user?
Charismatic Megafauna
How long do you want to ignore this user?
AG
Got dry powder to buy crwd calls if ddog tanks and drags it down
Brian Earl Spilner
How long do you want to ignore this user?
AG
Chilifest said:

Everyone go buy GENI RIGHT NOW. NOT MONDAY. DO IT RIGHT NOW
Well that looked great for about 5 minutes this morning.
Boy Named Sue
How long do you want to ignore this user?
AG
Haven't traded in over a month, but buying SPY calls here to wet my whistle
Ags2013
How long do you want to ignore this user?
AG
PLTR with a big drop at earnings and then a sharp V upwards
confucius_ag
How long do you want to ignore this user?
AG
Ags2013 said:

PLTR with a big drop at earnings and then a sharp V upwards
$1B buyback

Reduce share count, which I like, but still the question is whether that is the best use of capital for a "growth" stock.

E
How long do you want to ignore this user?
AG
Back up
ProgN
How long do you want to ignore this user?
SMCI is a machine, but don't FOMO this one, just be patient and let it come back to you. Then you can buy more shares and ride the next wave instead of being a stranded astronaut and miss out. JMO
CheladaAg
How long do you want to ignore this user?
AG
confucius_ag said:

Ags2013 said:

PLTR with a big drop at earnings and then a sharp V upwards
$1B buyback

Reduce share count, which I like, but still the question is whether that is the best use of capital for a "growth" stock.


They have had positive net income lately so they may not need the CAPEX. They already have proven products that are in demand and they can always sell back the shares if they ever do need the cash, it's also good to know they feel bullish enough to know their stock is undervalued and would rather grow that cash organically in stock.
Orlando Ayala Cant Read
How long do you want to ignore this user?
AG
ProgN said:

SMCI is a machine, but don't FOMO this one, just be patient and let it come back to you. Then you can buy more shares and ride the next wave instead of being a stranded astronaut and miss out. JMO


Where do you like a buy point on this?
First Page Last Page
Page 6199 of 6665
 
×
subscribe Verify your student status
See Subscription Benefits
Trial only available to users who have never subscribed or participated in a previous trial.