Yahoo Finanza Italia rimuoverà le nostre bacheche con le conversazioni il giorno 15 agosto. Grazie per essere un membro così fedele della nostra community di conversazioni di finanza!
Congrats longs on another $cvs earnings beat…..I also like $PFE $TD and $FDX for great strategic positions, generating tonnes of cash and very low PE and PEG ratios. Happy to hear insights from other strategic value longs - great time for us to beat the market!
W
Still a lot of $shop short positions to cover! So many companies to short - amazing that so many people short given already down 75% from highs. I took a long position last month after selling out last year due to run up and very happy. Now in for the long haul. GLTA. I also love $fdx $cvs $pfe
W
Hello Meta longs - initiated a position today - I am a strategic value investor and didn’t expect to see FB at this low a PE/PEG ratio….believe business will continue to invest in social and cut traditional spend first - recession worries on this cash machine are overblown. My other large positions are $PFE, Loblaws, TD, Suncorp, CVS, FDX and am a long time Apple and Google holder. Good Luck All Longs.
Let's assume, you are a fund manager... And don't have any NVAX, you wanted to play it safe and wait for FDA
1/ It just got approved by FDA for covid shots (and already approved worldwide)
2/Market expects 26$ EPS for 2022
3/Covid is not gone after 3 years... we are getting new variants worldwide daily
4/NVAX data is strong vs variants...
5/ The company has a lot of cash on its balance sheet (1.8 bn end of September)
6/ $MRNA $BNTX $PFE $JNJ all sold for more than $50bn of covid products in 2021? (it's a guess, could anyone confirm) I found this on CNBC: "Pfizer expects $32 billion in Covid vaccine sales for 2022, while Moderna is forecasting at least $19 billion in sales."
7/ Market cap of $NVAX is 5 bn
SURE you tell your manager, I don't feel like buying
If you don't buy this? Change job, don't you agree?
I've very rarely seen such a cheap stock pharma/biotech on all metrics, with real products, producing cash and huge potential (of course to be confirmed)
Don’t have NVAX and glad available and hope those who haven’t got vaccinated use it before fall flu season especially if they interact with elderly. That said, believe $PFE is better science and investment - but glad more choice available. Thank you science.
What is the risk that any big pharma like $PFE $JNJ buys $NVAX $BNTX $MRNA outright?
Now they all have covid shots approved $NVAX since yesterday They all have a lot of cash on their balance sheet And are trading at 2022 PE of about 2 (ex-cash) for $NVAX and in any case much lower than 5 for all the 3 names...
What price if FDA approved $NVAX ? the same price to sales as Moderna leads to $150 - $200 (without giving an edge to $NVAX vs $MRNA) Any views on this? $PFE $BNTX
NASDAQ Composite Ponzi Scheme was 4800 in 2016 with much better fundamentals and better economy. How that Fraudulent NASDAQ Composite index got PUMPED from 4800 to 15000 in no time, Despite Collapsing Economy, Tanking Corporate Revenues, Record high corporate Loss, Record Number of Bankruptcies, Astronomical Record High Debt levels, increasing international competition for each $1 revenue, Skyrocketing Inflation, Spreading Pandemic, Political Polarization, Limited Real Resources and most importantly Insane Overvaluation in the US Stock Market?!!! Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) PONZI SCHEME has almost Doubled! S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 4300.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings! The World Economy is Collapsing, people are starving, but the US Government is too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working! ENJOY ABSURD COMPANY VALUATIONS, While the Economy is COLLAPSING and Corporate Revenues are TANKING! Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme! The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING! US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA PYRAMID SCHEME right now!!!
DESPITE Major financial Failures from the US Companies (Apple, Amazon, Intel, Honeywell, IBM, Snap Scam), the US Government continues to PUMP the US Stock Prices Artificially. NASDAQ Composite Ponzi Scheme was 4800 in 2016 with much better fundamentals and better economy. How that Fraudulent NASDAQ Composite index got PUMPED from 4800 to 15000 in no time, Despite Collapsing Economy, Tanking Corporate Revenues, Record high corporate Loss, Record Number of Bankruptcies, Astronomical Record High Debt levels, increasing international competition for each $1 revenue, Skyrocketing Inflation, Spreading Pandemic, Political Polarization, Limited Real Resources and most importantly Insane Overvaluation in the US Stock Market?!!! Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) PONZI SCHEME has almost Doubled! S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 4300.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings! The World Economy is Collapsing, people are starving, but the US Government is too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working! ENJOY ABSURD COMPANY VALUATIONS, While the Economy is COLLAPSING and Corporate Revenues are TANKING! Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme! The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING! US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA PYRAMID SCHEME right now!!!
1/ It just got approved by FDA for covid shots (and already approved worldwide)
2/Market expects 26$ EPS for 2022
3/Covid is not gone after 3 years... we are getting new variants worldwide daily
4/NVAX data is strong vs variants...
5/ The company has a lot of cash on its balance sheet (1.8 bn end of September)
6/ $MRNA $BNTX $PFE $JNJ all sold for more than $50bn of covid products in 2021? (it's a guess, could anyone confirm) I found this on CNBC: "Pfizer expects $32 billion in Covid vaccine sales for 2022, while Moderna is forecasting at least $19 billion in sales."
7/ Market cap of $NVAX is 5 bn
SURE you tell your manager, I don't feel like buying
If you don't buy this? Change job, don't you agree?
I've very rarely seen such a cheap stock pharma/biotech on all metrics, with real products, producing cash and huge potential (of course to be confirmed)
Now they all have covid shots approved $NVAX since yesterday
They all have a lot of cash on their balance sheet
And are trading at 2022 PE of about 2 (ex-cash) for $NVAX and in any case much lower than 5 for all the 3 names...
Anyone?
I had to buy calls... just in case
Any views on that?
2 years ago
$PFE conversation
truth is we are being sold snake oil
No vaccines will really work just more lies and fake data
CD47
→ $GILD bought Forty Seven (magrolimab) for $4.9 billion and $PFE bought $TRIL (TTI-662/661) for $2.26 billion
→ The most promising anti-CD47 monospecific is evorpacept from $ALXO (to be combined with a tumor-specific mAB with ADCP function)
→ EV $ALXO $0.06 billion
How that Fraudulent NASDAQ Composite index got PUMPED from 4800 to 15000 in no time, Despite Collapsing Economy, Tanking Corporate Revenues, Record high corporate Loss, Record Number of Bankruptcies, Astronomical Record High Debt levels, increasing international competition for each $1 revenue, Skyrocketing Inflation, Spreading Pandemic, Political Polarization, Limited Real Resources and most importantly Insane Overvaluation in the US Stock Market?!!!
Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) PONZI SCHEME has almost Doubled!
S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 4300.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings!
The World Economy is Collapsing, people are starving, but the US Government is too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working!
ENJOY ABSURD COMPANY VALUATIONS, While the Economy is COLLAPSING and Corporate Revenues are TANKING!
Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme!
The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING!
US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA PYRAMID SCHEME right now!!!
$AMD $NVDA $AMZN $AAPL $SQ $SHOP $SNAP $TWLO $CRM $ROKU $ADBE $DB $BAC $JPM $MS $GS $TWTR $TSLA $IBM $INTC $MSFT $GOOG $LMT $BA $TXN $NXPI $LRCX $NKE $DIS $EBAY $X $MA $V $S $T $F $GM $NFLX $CSCO $CAT $MMM $SBUX $TGT $WMT $ATVI $EA $TTWO $MCD $AVGO $JNJ $BIDU $BZUN $BABA $MU $AMAT $QCOM $WFC $BBBY $PFE $GE $WDC $BLK $KO $UA $ABBV $GILD $BB $ORCL $RH $KEM $IQ $GRPN $PYPL $MA $MOMO $JD $WBA $CVS $FB $W $BBY $SKX $FL $EFX $ETSY $W $UNH $SAP $GPRO $KHC $DPZ $PEP $LYFT $UBER $BYND $ZM $OLED $XOM $CVX $DAL $UAL $AAL $LUV $SAVE $AXP $SPCE $NCLH $CCL $NKLA $NIO $XPEV
https://www.businessinsider.com/national-debt-problem-of-free-money-stimulus-checks-covid-relief-2021-1?r=DE&IR=T
NASDAQ Composite Ponzi Scheme was 4800 in 2016 with much better fundamentals and better economy.
How that Fraudulent NASDAQ Composite index got PUMPED from 4800 to 15000 in no time, Despite Collapsing Economy, Tanking Corporate Revenues, Record high corporate Loss, Record Number of Bankruptcies, Astronomical Record High Debt levels, increasing international competition for each $1 revenue, Skyrocketing Inflation, Spreading Pandemic, Political Polarization, Limited Real Resources and most importantly Insane Overvaluation in the US Stock Market?!!!
Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) PONZI SCHEME has almost Doubled!
S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 4300.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings!
The World Economy is Collapsing, people are starving, but the US Government is too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working!
ENJOY ABSURD COMPANY VALUATIONS, While the Economy is COLLAPSING and Corporate Revenues are TANKING!
Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme!
The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING!
US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA PYRAMID SCHEME right now!!!
$AMD $NVDA $AMZN $AAPL $SQ $SHOP $SNAP $TWLO $CRM $ROKU $ADBE $DB $BAC $JPM $MS $GS $TWTR $TSLA $IBM $INTC $MSFT $GOOG $LMT $BA $TXN $NXPI $LRCX $NKE $DIS $EBAY $X $MA $V $S $T $F $GM $NFLX $CSCO $CAT $MMM $SBUX $TGT $WMT $ATVI $EA $TTWO $MCD $AVGO $JNJ $BIDU $BZUN $BABA $MU $AMAT $QCOM $WFC $BBBY $PFE $GE $WDC $BLK $KO $UA $ABBV $GILD $BB $ORCL $RH $KEM $IQ $GRPN $PYPL $MA $MOMO $JD $WBA $CVS $FB $W $BBY $SKX $FL $EFX $ETSY $W $UNH $SAP $GPRO $KHC $DPZ $PEP $LYFT $UBER $BYND $ZM $OLED $XOM $CVX $DAL $UAL $AAL $LUV $SAVE $AXP $SPCE $NCLH $CCL $NKLA $NIO $XPEV