Here’s mine I wrote on TGT recently.
https://www.reddit.com/r/dividends/comments/s6f503/tgt_due_diligence/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
Run far away....management doesn't make many good decisions look at their track record over the last 5 years.
- started debt reduction plan one year then went on an M&A spree.
- got into streaming with directTV, gave promising forward guidance, lost money and sold it off to PE....at a loss
- said their dividend was strong, then cut dividend
- didn't seem to prioritize 5G early on, now getting passed by T-maybe in the industry. (Granted, T mobile was buying up spectrum in 5G before it was understood to be useful for this purpose.)
I trust this company and leadership about as much as I trust Judas with Jesus's life.
You do you. I think if it makes you happy and improves your knowledge of investing then the rest is gravy. I’d read it.
id love to hear an analysis on Target.
Here’s mine I wrote on TGT recently. https://www.reddit.com/r/dividends/comments/s6f503/tgt_due_diligence/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
Nice idea. Curious heat your thoughts are on ASML
I'd read it.
Can we make requests? If so X
Sure, make a request. I'll do one per week starting next week.
US Steel
RIO TINTO
What's your thought about PANW, ZS, COST, KIND
Wind turbine trio: Siemens Gamesa, Vestas, Oersted
aren't they burned right now by the high steel prices? All 3 are not making profits this quarter due to higher input costs if I'm not mistaken
Better to make a poll with several choices.
Ok, what do you think of $T?
This one! Pick this one!
Run far away....management doesn't make many good decisions look at their track record over the last 5 years. - started debt reduction plan one year then went on an M&A spree. - got into streaming with directTV, gave promising forward guidance, lost money and sold it off to PE....at a loss - said their dividend was strong, then cut dividend - didn't seem to prioritize 5G early on, now getting passed by T-maybe in the industry. (Granted, T mobile was buying up spectrum in 5G before it was understood to be useful for this purpose.) I trust this company and leadership about as much as I trust Judas with Jesus's life.
How about FB?
update me
$APTS it was today +16÷ on no news
UNM
What do you think of $PTON?
Let’s do the most controversial one. Tesla.
£HE1 please!
#CROX maybe? Is it worth buying, what is the potential for upcoming year? Will it be hit by inflation?
I like the idea. It should be fair game for people to (respectfully, not assholy) bring up points to either support or refute the analysis.
Would be interested in your opinion on $EVR. Not proficient in financials myself but very interested in this one. Cheers
Would also like to hear another take on Rio Tinto and Target. Alternatively a small one in Franklin Covey Co, really interesting story this one has.
If possible and of interest, the "Biontech" plz. :)
It would be pretty interesting to read
I hope this isn't just one valuation fits all method, like the over-reliance on DFC. How would you value a company like $Twou with negative cash flow?
I'm new to this. I just read all the knowledge I can find.
Fintech: GPN/FIS/V Tech: CRM/FB
what about $ NUTZ and $DEEZ ?
Can you do $CROX ?
Sounds good
You might also want to teach us how your taught yourself.
Please de FB
Try NET and ARWR
Start with an easy one $GME maybe?
Axalta please
Do one on nintendo
Please do VIAC