Earnings next week
Discussione su CHWY
Messaggi
10Which two companies would be unstoppable the next few years if they merged? Let me start:
$MCD (+1,29%) with their brand and number of restaurants, but with the quality of $SHAK (+1,11%) burgers.
or
$COIN (+4,25%) and $CHWY (-2,19%) - the two already have the same logo anyway - plus Tier products are easy to pay for with the crypto wallet. Simply Meta.
Here is an overview for next week:
Monday
- Confidence of the house builders (February)
- Launch of Nvidia ($NVDA (-2,33%) ) GTC (Global Processing Unit Technology Conference) with a keynote speech by founder and CEO Jensen Huang
- Quarterly report from Science Applications International Corp. ($SAIC (+0,84%) )
tuesday
- Quarterly reports from HealthEquity
Inc. ($HQY (+1,01%) ) and Xpeng ($9868 (-2,73%) )
Wednesday
- Interest rate decision of the Federal Open Market Committee (FOMC)
- Press conference by Federal Reserve Chair Jerome Powell
- Quarterly reports
from Micron Technology ($MU (+0,35%) ), General Mills ($GIS (+1,98%) ), Five Below Inc. ($FIVE (+3,02%) )
, Chewy Inc. ($CHWY (-2,19%) ), KB Home ($KBH (+1,33%) ) and Ollie's Bargain Outlet Holdings Inc. ($OLLI (+5,83%) )
Thursday,
- Initial claims for unemployment benefits (end of the week ending March 15)
- Philadelphia Fed Manufacturing Index (March)
- US Services Purchasing Managers' Index
(PMI) the S&P (March)
US Manufacturing PMI the S&P (March)- Existing home sales (February)
- Quarterly reports from Accenture PLC ($ACN (-0,13%) ), Nike ($NKE (+3,44%) ), FedEx ($FDX (+1,35%) ) and Lululemon Athletica Inc. ($LULU (+1,05%) )
Friday
- Deadline for budget billsto avoid a partial shutdown
Is anyone here also pet lovers and has $CHWY (-2,19%) in the depot or on the watchlist or is considering an entry?
I believe through their small Automated warehouses , automated packaging, the variety of offerings and opportunities in the insurance/healthcare space, a very exciting company.
The industry is currently suffering very strongly from high inflation and consumer behavior, also the strong competition from Amazon and Walmart is an issue, but also believe that this offers opportunities and will clean up the market somewhat.
The $900 million in liquidity should also help.
Expansion Canada starts, costs, but is certainly good for growth.
After the sharp decline, I will probably double my position soon.
And if that's not exciting enough, the company name alone is worth buying 🤣.
How do you see it ? Who is also invested ?
𝙈𝙖𝙧𝙠𝙚𝙩 𝙉𝙚𝙬𝙨 🗞️
𝙄𝙣𝙛𝙡𝙖𝙩𝙞𝙤𝙣𝙨𝙨𝙤𝙧𝙜𝙚𝙣 / 𝙏𝙝𝙚𝙡𝙚𝙣 𝙨𝙩𝙖𝙧𝙩𝙚𝙩 𝙁𝙤𝙣𝙙𝙨 / 𝙎𝙀𝘾 𝙬𝙞𝙡𝙡 𝙆𝙧𝙮𝙥𝙩𝙤 𝙍𝙚𝙜𝙪𝙡𝙞𝙚𝙧𝙪𝙣𝙜
𝙀𝙭-𝘿𝙖𝙩𝙚𝙨 📅
The interesting ex-dates today are at Home Depot ($HDI (+2,91%)) and Qualcomm ($QCI (+1,51%)).
𝙌𝙪𝙖𝙧𝙩𝙖𝙡𝙨𝙯𝙖𝙝𝙡𝙚𝙣 📈
Today, Chewy ($CHWY (-2,19%)), C3.ai ($724 (+7,36%)) and Campbell Soup Co. ($CSC (+2,67%)) will present their figures.
𝙄𝙋𝙊𝙨 🔔
𝙑𝙞𝙟𝙖𝙮𝙖 𝘿𝙞𝙖𝙜𝙣𝙤𝙨𝙩𝙞𝙘𝙨 𝘾𝙚𝙣𝙩𝙧𝙚 - if you are still looking for Indian health values, you might want to take a closer look at this company. The company provides pathology and radiology services. It operates 81 diagnostic centers as well as 11 laboratories in 13 different cities and is going public today.
𝙈𝙖𝙧𝙠𝙚𝙩𝙨 🏛️
𝙐𝙎𝘼 - The S&P 500 ($SP500TR) posted its seventh consecutive monthly gain. This is the longest streak in three and a half years. This is due to optimism for the ongoing economic recovery and Powell's remarks at the Federal Reserve's meeting in Jackson Hole. However, economists are reacting with concern to the market's momentum. For example, they fear that the Fed is reacting too late to inflation. Reacting too late would lead to stronger intervention, which in turn could weigh on the economy.
𝙁𝙧𝙖𝙣𝙠 𝙏𝙝𝙚𝙡𝙚𝙣 - the venture capitalist is launching its own funds. The funds are launched today and include stocks and cryptocurrencies. The goal is to triple the value of the investments over four to eight years. A maximum of 30 individual positions are targeted and offered by Axxion. The fund for retail investors will be savings plan eligible and come with no minimum investment amount, according to Thelen. However, the annual fee is 1.8 percent, and there is also a performance fee.
Yesterday, there was already a discussion about this in the community: https://app.getquin.com/activity/jqwdqsDlkz
𝘾𝙧𝙮𝙥𝙩𝙤 💎
𝙎𝙀𝘾 - already yesterday there were signs of increased regulations when the SEC announced that it would ban the PFOF model. Now Gary Gensler announced that Crypto Exchanges are too big to exist outside of a regulatory framework.
According to Gensler, the same constraints apply to cryptocurrencies as to stocks or bonds. Therefore, investor protection and stability should also be ensured. Therefore, Gensler urged crypto trading platforms to cooperate more with regulators.
Almost Bergfest Friends 😊
Proportion of subscription customers significantly higher than e.g. Amazon ... Stable cash flows with strong growth forecasts
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