The latest retreats in SHOP’s stock price have been largely due to SNAP and FB, some may argue other reasons but it is very unlike SHOP to sell off prior to earnings. If the street punishes SHOP on earnings day I will continue to accumulate shares. There is no permanently damaging news to the company or anything about the company itself that explains the retreat.$Shopify(SHOP)$
Microsoft’s first-quarter fiscal 2022 results are expected to have benefited from the continued strength in its cloud computing platform, Azure, which has been witnessing rapid adoption of the ongoing digitalization among business enterprises. The solid momentum across its Windows Commercial products and workspace communication tool — Teams — is also likely to have aided its performance in the quarter under review. The growing demand for Microsoft 365 and advanced security solutions is expected to have contributed well to top-line growth.$Microsoft(MSFT)$
The BofA rating is bothering me a fair bit. They argue that MU has made massive improvements in every regard, citing "solid execution, improving free cash flow returns, tech leadership and leverage to secular trends in cloud computing, 5G and autos" but then argue it should be given the same price to book and price to earnings multiple that it has historically had? How does that make sense? If the business has materially improved then P/E and P/R should expand not revert to historical averages.$Micron Technology(MU)$
Uncle likes that UAL has 99.7% of USA Employees vaccinated. It's good that Kirby sees Infection Point in Business demand in January. Street likes Kirby more than Parker, CEOs should not be too Shy to Talk, that EPS of $20 in 2026 is really something... Maybe it's only $19.99?$American Airlines(AAL)$
Saw the Cramer bit on semi cap eqpt. He was very positive towards the sector, saying this was going to grow and grow, as opposed to creating excess capacity then taking a hit when overcapacity happens. His expectation is the digitization of pretty much everything is not so much a trend, it is the way of the world. And it'll continue for a long time. Which, to be blunt, is pretty much saying what I've been saying up here, too. So many things demand chips these days, and the need for compute is increasing exponentially. Just look at vehicles, they'll need the equivalent of 2 computers to handle autonomous driving (the need for redundancy is essential given the vehicle is making all the choices). That'll be 4x the chip count now. For reasons which were pretty weak, he stated a preference for
if you can hold till the price rises up again then hold. if you can buy when the price drops, then buy. CEI has been releasing their reports lately for SEC filling so obviously they are here to stay. only you decide if you want to trade your shares for a higher or a lower stock price. most retail investors are expecting to make a quick buck but because majority of them are impatient, they want to get out right away and ends up with a loss$Camber Energy(CEI)$
Insurance Costs Reserve requirements for Insurance Companies are determined by the State in which the Company is doing business. The purpose of the reserve requirement is to insure that if a catastrophic event were to happen, with a large percentage of policyholders affected, the Company would have enough money to meet the claims.$Travelers(TRV)$
A rising tide lifts all boats, RIOT, MARA, CAN, CLSK, NDA, BIGG and all of the Canadian ETFs will do very fine when BTC is between $135,000 to $1 Million +! who knows, RIOT may have a surprise, like MARA buying RIOT or any of the above companies$Riot Blockchain, Inc.(RIOT)$