Stephanie Link @stephanie_linkx
Chief Investment Strategist and Portfolio Manager at Hightower Advisors. CNBC contributor. Treasure my time with family & a good run. Proud BC alum. NJ/NY Joined March 2014-
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Fascinating watch on @CNBC the Berkshire Hathaway annual mtg. One highlight "we are going to spend an enormous amount on power, an enormous amount..." - an important theme LT imo. A good read on this theme from $MS: morganstanley.com/ideas/electrif…
$ZTS beats EPS/Revs driven by 18% y/y growth in Companion Animal. CEO "the strength in human/animal bond" - driving strong results. #animalhealth
Following the IMF from last week - OECD raises 2024 global growth forecast to 3.1% versus prior 2.9% and 2025 GDP at 3.2%.
Good read: Ozempic Maker Novo Nordisk Has Denmark’s Economy Hooked bloomberg.com/news/features/…
$NKE and $SBUX have in common: waiting 50 mins into the conference call to lower guide. It’s not that complicated - give us the data as soon as possible so we can ask the right and important questions on these calls.
A reason consumers continue to feel ok on existing housing. finance.yahoo.com/news/home-pric…
Price increases gone too far: $SBUX misses on revs, eps, sss with US down 3% and global down 4%. Transactions most telling down 6%.
Something to keep in mind with all the $AAPL non believers: the co has the strongest installed base of any company in the world with 2.2 billion iOS devices.
$MMM eps up 17% y/y and op income up 22% y/y w op margin up 340 bps y/y. Bill Brown era just beginning.
$ETN beats on strong Electrical Americas with orders up 8% and 1.2x bk to bill. Powerful theme: electrification.
$GIS continues to expand its pet food business - faster growth/higher margins. generalmills.com/news/press-rel…
Have a nice weekend all. Some believe this is the anthem of Vermont. A fun one: Noah Kahan - Stick Season
Atlanta Fed GDP for 2Q initial read at 3.9%. atlantafed.org/cqer/feature/2…
$LRCX: clear positive was another guide up for WFE spend to mid $90B up from recent lows of $80B.
$IBM missed on software and consulting. One bright spot: Consulting book for gen AI was 2x all of last year in just Q1 w $1B bookings. Other + notables - digital transformation and application modernization. And FCF guide of $12B. Just can’t miss on core biz.
$META: The "End of the Year of Efficiency": Guide Total Expenses $96B to $99B from $94B to $99 - Street $96.87B. Capital expenditure $35B to $40B from $30B to $37B - Street $34.5B.
$TXN: always find commentary important given the diversified end markets. On the neg side: TR down in all segments/needed inventory depletion, GMs down 820 bps on lower revs/costs. But on the pos side: "some" industrial customers are at the end of the inventory cycle.
India’s Economic Activity Continues to Expand, Flash PMIs Show - fastest pace in 14 years. bloomberg.com/news/articles/…
$LVS: not a great Q but EPS revisions down 2% and stock down 9% - a disconnect as Macau renovations will help future earnings. Singapore on fire post renovations. $1B buy back as support.
$SLB: Strong Q with very supportive guide - mid teens y/y EBITDA growth with seasonal tailwinds to Intl/Digital & ME/Asia up 29% y/y. M&A synergies $400m/yr. Reit $7B in S/H returns in 2024/2025. 14x.
LorraineYoung @04mVS6ZCw1Do5
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Valkyrie | $XTER @Furqaaaan69
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Charlie @whitect1
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Leteskit @Leteskit198588
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biotechputandcallsell.. @belowcashbuyer
564 Followers 974 Following I do not understand the science behind biotech stocks, but I do understand the numbers a bit. Not investment advice.
Playboyqueen 🐰💋 @playboyqueen_
34 Followers 190 Following 𝐿𝑎 𝑜𝑟𝑖𝑔𝑖𝑛𝑎𝑙 💋 @playboyqueen__ 😈 TELEGRAM Y FANSLY DISPONIBLE 😈 💟⇩ Link aquí abajo ⇩💟
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234 Followers 552 Following Spring on The Gold Coast has arrived! Life is short get your adventures going and bring your Sunscreen the reflection off the water is Intense. ☀️✌️🛶🏓🐴⛳️🚴
Mark Johnsen @markjohnsen
157 Followers 219 Following Software developer who thinks hop-on/hop-off bus tours are awesome. Also enjoy seeing nature and taking pictures of birds and animals.
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53 Followers 372 Following Taken ♡ Damien 5-29-21 Miss to Mrs Judson 9-21-24 716 Photographer. Nikon D3300. Artist
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242 Followers 289 Following Forex alerts #oott #wti #eur/usd #aud/usd #forex #stocks #money #audusd #gold
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citizen duane @DuaneCitizen
147 Followers 449 Following Photographe compositrice, veuve,8 ans elle est morte dans mes bras, 34 mots voix dans les ténèbres, Croyez vous en pixie dust espere être un Homme libre à Paris
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226 Followers 172 Following Hi, my name is George. I'm a troll, unemployed, and I live with my parents.
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438 Followers 190 Following ! El Fenix es un mito y a la vez una leyenda que puede brindar amor y a la misma vez dar del fuego mas caliente del infierno de acuerdo a como lo trates !!!⭕️
boi karl @Kavenieza
181 Followers 492 Following Acc mostly inactive except for mining fintwit/ct algo
Kiran Patel @KMPeSales
30 Followers 71 Following
Peter Chen (陈德光.. @vongsochin
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@stephanie_linkx Where you been? Seems you’ve not been on Halftime. You need to be on there. You’re the best. For example, it’s unwatchable today.
@stephanie_linkx @CNBC Which companies fit into this sector? Good read.
@stephanie_linkx possibly getting ready to prop and those who wait too long for it may end up chasing the snail. let's see what this summer quarter has in store. it's inevitable; at some point
I've done it! I finally have iron clad evidence to present in my lawsuit against the $CBOE. This screenshot was taken at precisely 16:00 hours at market close...the last tick of the day. $SPX
Good company to begin the week SquawkCNBC with ample ideas and broader market participation $FDX $LRCX $PH $IR $PWR $SCHW cnbc.com/video/2023/12/…
As of late Bill Belichick likely has multiple options.
Power grid needs to be fixed. Decade theme ahead. $PWR bloomberg.com/news/articles/…
$MS: We think Macau's multiple de-rating has been overdone. Recovery ahead 2024. $LVS $MLCO $WYNN
Mortgage demand surges more than 10% as lower interest rates lure homebuyers cnbc.com/2024/01/17/mor…
Consumer continues to spend and be a highlight for the US economy. Retail Sales Dec rose .6% and accelerated from Nov’s .4%. barrons.com/articles/decem…
$SCHW: some green shoots in 4Q with EPS power still close to $5/share. $43B of NNA - 6.3% annualized rate, transactional sweep cash acceleration m/m adding $15B in Dec, and overall client cash year end at a record $8.5T - up 21% y/y.
Inventory glut finally bottoming: $TSM beats profit and revenue expectations in the fourth quarter cnb.cx/4b27fAb
$LVS to spend additional $750m to revamp Marina Bay Sands on stronger demand. forbes.com/sites/jonathan…
Enjoy new highs - don't forget to take some gains along the way. Enjoy Lindsey Webster - The Way. Calm and measured.
China’s imports of chipmaking machines jumped $40B last year bloomberg.com/news/articles/…
$PG GM up 520 bps y/y on pricing, lower commodity costs and productivity. Expect this to be a common theme throughout cos this EPS season.
$JNJ: Med tech division grew 13.4% driven by stronger procedure growth w/ knees up 9% and hips up 3%. Good read through for other med tech cos. $ZBH $MDT $SYK
$DHI stock up 55% in past year had high expectations but order growth of 35%, higher closings guide and less incentives ahead with rates lower - all in their favor LT.
$TSLA: 55x P/E for Adj EPS down 40%, TR up 3.5% y/y and GM up 17.5% y/y. Not inspiring for now.
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