Falling knifes

I try not to buy stocks with bad momentum… but what are your thoughts?

$LRN (+5.9%) STRIDE (strong sell) 8 p/e. Down 50% last month. Bad news on the earnings report, with tech issues, lower enrollments and guidance than expected. But the stock is trading very cheap with interesting growth projected…

$SFM (+5.26%) SPROUTS FARMERS MARKET (strong sell) 15 p/e down 21% last month and 53% last 6 months. Slower growth than projected and headwinds with inflation and competence, but still orojecting many new openings etc in a segment that is growing.

$ATGE (+3.98%) ADTALEM GLOBAL EDUCATION (hold) 13 p/e down 36% last month. Falling following Stride’s disgrace… maybe exagerated again, also “cheap”.

$EAT (+1.12%) BRINKER INTERNATIONAL (hold) 15 p/e

down 20% last month. Growing but slowing due bad performance of Maggiano’s, while growing strong with Chilli’s… implementing changes, nice growth projected ahead, interesting price.

$ADBE (+5.71%) ADOBE (hold) 16 p/e down 35% last year and 30% last 5 years. Lower p/e I’ve seen in Adobe while growing still strong and capitalizing AI. Market is afraid of them lossing their moat to AI. Oportunity?

I did buy sprouts, and I’m tempted by the others, it’s difficult to find growing companies at low valuations. Ratings are from SA

Gennaro@Genna

11Mon

Adobe is a good pick for me, i bought them. Price is cheap and the KI can help Adobe to rise the Price much than before and Continue to Growth. Only the People there uses this Programs at beginning of his profession can do little things without adobe, but when there is going professional so is Adobe a must to have.

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G_Lappas10@G_Lappas10

$NVO

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Carles@Carles

@G_Lappas10 yeah $NOVO B could be included in the list, but I just sold it 😂 at a 2% loss after being up more than 25% for a while. In that case, they’re suffering a lot against $LLY as they have a superior product. Novo is still a leader on a growing market, but they did cut guidance for 3 times in a row on their earnings report, and although their valuation is tempting I don’t like when they can’t meet their own expectations. Once they have a pass, but 3 times…