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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Ccube who wrote (71323)10/14/2022 12:36:49 AM
From: Paul Senior1 Recommendation

Recommended By
E_K_S

  Read Replies (2) | Respond to of 78716
 
You could look to some of the stronger sectors too like oil/gas and fertilizer. I've been buying beaten-down real estate stocks, especially non-reit ones that pay over 5% dividends. Perhaps I'm just becoming too conservative in my old age. Or maybe just foolish buying such stocks - or any stocks, now.

As I've said many times, a question for anybody buying a stock, is and always will be, "How long are going to be in for?" For somebody with a five year perspective, Nestle (NSRGY) might be okay. Not great, but okay. I'm buying a little as the stock falls.

I continue to trim AAPL. Huge company, I don't know what will move the needle. Maybe that it's just in so many funds, Dow Jones, S&P, etc. So if market moves up, it should be taken up too, I guess. Otoh, so many people already in this with so many shares outstanding, maybe it's better for me to look elsewhere now for opportunities. I might be wrong.



To: Ccube who wrote (71323)1/19/2023 7:50:51 PM
From: E_K_S  Respond to of 78716
 
Netflix Surges After Sub Growth Smashes Expectations, Resumes Buybacks, Hastings Steps Down As CEO

Recent earnings reports from streaming giant Netflix had been a veritable rollercoaster horrorshow: the stock soared to an all time high two years ago when Netflix reported a blowout subscriber beat and projected it would soon be cash flow positive - if only briefly before again reversing and then tumbling seven quarters ago when Netflix again disappointed after it reported a huge subscriber miss and giving dismal guidance, leading to the second quarter when Netflix slumped again after the company missed estimates and guided lower. This again reversed five quarters ago when Netflix soared after it blew away expectations and guided to a blowout Q4, only to plummet one year ago when the company's stock crashed after NFLX reported a dismal subscriber miss for Q4 and gave horrific guidance for the current quarter. Then three quarters ago, the stock absolutely imploded, plummeting 20% in seconds after the company reported the loss of 2 million subs in Q2 and forecast catastrophic earnings. Then two quarters ago, when there was almost no more muscle to cut, the stock finally jumped after reporting a smaller than expected subscriber loss. The upside trend continued last quarter when NFLX again surged when the company reported solid subscriber growth for Q3 with a forecast that topped expectations.


The good news: after two quarter of subscriber declines, the company is now seeing two consecutive quarters of sharp subscriber growth. That said, Netflix admitted that “2022 was a tough year, with a bumpy start but a brighter finish.” It adds that “we believe we have a clear path to re-accelerate our revenue growth: continuing to improve all aspects of Netflix, launching paid sharing and building our ads offering.”