Williams-Sonoma Azione Forum

$WSM (-2,32%) Is anyone holding the stock on Trade Republic? The split has been done for a long time but the Buy IN price at TR is still wrong for me. Does anyone else have the same problem? If not, I hope to get a qualified answer from the support team.

$WSM (-2,32%)

Q1 results are currently driving the share price up 9% (after an already strong run this year)

Highlights:

-Revenue $1.66bn (Estimates $1.65bn)

-Earnings per share $4.07 (Estimates $2.73)

-Gross margin 48.3% (Q1 2023: 38.5%)

But also:

-4.9% same-store sales

-36% free cash flow

-14 stores closed in the last 12 months

https://finance.yahoo.com/news/williams-sonoma-nyse-wsm-posts-120545998.html

#grueneostern Very satisfied. The portfolio will be 3 years old in April. 2022 was difficult but also took some opportunities that are now paying off, even the emerging markets $IBC3 (-1,96%) are green for the first time in 3 years :D here's to the next few years:-)

In the individual stocks $WSM (-2,32%) is a surprise after all. Followed by $AVGO (+1,15%)
$HIMS (-0,18%)
$KLAC (+1,4%) & $NOVO B (+0,73%)

It is always nice to see the dividend growth strategy in one's own portfolio confirmed again. $WSM (-2,32%) announces a 26% dividend increase plus an extended share buyback program. Dividends and yields do not have to be mutually exclusive. If you have a long investment horizon, you just shouldn't bet on initially too high dividends.

https://www.wallstreet-online.de/nachricht/17885568-williams-sonoma-inc-announces-a-26-quarterly-dividend-increase-and-a-new-1-billion-stock-repurchase-authorization

The week summarized:

Monday

• Oracle Corp. ($ORCL (+2,18%) ) published quarterly results.

Tuesday

• NFIB Small Business Optimism Index (February)
• Consumer Price Index (February)
• Quarterly results of On Holding AG ($ONON ), Kohl's ($KSS (-3,85%) ), Manchester United PLC ($MANU (+0,63%) ) and LoanDepot Inc. ($LDI (-1,98%) )

Wednesday

• Dollar Tree ($DLTR (-2,84%) ), Lennar Corp. ($LEN (+1,69%) ) and Williams-Sonoma Inc. ($WSM (-2,32%) ) publish quarterly results.

Thursday

• Retail sales in the USA (February)
• Producer Price Index (February)
• Business inventories (January)
• Quarterly results from Adobe ($ADBE (-0,7%) ), Dollar General ($DG (-0,79%) ), Ulta Beauty Inc. ($ULTA (-1,32%) ) and Dick's Sporting Goods Inc. ($DKS (+2,27%) )

Friday

• Empire State Manufacturing Survey (March)
• Import Price Index (February)
• Industrial Production (February)
• Consumer sentiment (March)
• Capacity utilization (February)
• Quarterly results from Jabil Inc. ($JBL (-0,35%) )

This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄

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What do you think about the selection? Would you have replaced one stock with another? 🤔

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At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁

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Do you guys have a replacement candidate for UFP? 🤔

#halal
#investieren

Current tenbagger portfolio:

$FIVE (-4,89%)
$NVDA (-0,03%)
$WCH (-4,4%)
$CPRT (+0,89%)
$TRI (-2,01%)
$BOOT (+1,61%)
$UFPI (+1,72%)
$WSM (-2,32%)
$BILL (+1,19%)
$AMN (-28,5%)