Special Situations 🌐 Research Newsletter (Jay)
Enphase Energy $ENPH shares surged 10% as analysts hiked their price targets on the solar energy equipment maker, with brokers saying its results and guidance for the third quarter were robust and exceeded expectations thanks to strong demand.
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Enphase Energy $ENPH shares surged 10% as analysts hiked their price targets on the solar energy equipment maker, with brokers saying its results and guidance for the third quarter were robust and exceeded expectations thanks to strong demand.
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M&A Focused CPA
RT @ConnorAbene: My professional services agency does multiple 6-figures in profit.
And I’m using that profit to bankroll other business acquisitions.
Here’s the strategy:
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RT @ConnorAbene: My professional services agency does multiple 6-figures in profit.
And I’m using that profit to bankroll other business acquisitions.
Here’s the strategy:
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Special Situations 🌐 Research Newsletter (Jay)
Barclays $BARC: Chance Fed tapers quantitative tightening next year in order to slow decline in bank reserves
$BARC estimates reserves will shrink to $2.1T by 1Q 2023, which may be close enough to where banks begin to bid up unsecured rates “so deposit rates increase abruptly”
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Barclays $BARC: Chance Fed tapers quantitative tightening next year in order to slow decline in bank reserves
$BARC estimates reserves will shrink to $2.1T by 1Q 2023, which may be close enough to where banks begin to bid up unsecured rates “so deposit rates increase abruptly”
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Special Situations 🌐 Research Newsletter (Jay)
Expected miss from $SHW Sherwin Williams in this past Sunday's Spaces:
Sherwin-Williams Co. slid in pre-market trading as stagnant demand in EU & China hurt sales for 2Q, prompting a slash in full-year adjusted earnings guidance also in part due to inflation pressure.
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Expected miss from $SHW Sherwin Williams in this past Sunday's Spaces:
Sherwin-Williams Co. slid in pre-market trading as stagnant demand in EU & China hurt sales for 2Q, prompting a slash in full-year adjusted earnings guidance also in part due to inflation pressure.
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Special Situations 🌐 Research Newsletter (Jay)
$SHW down 10% premarket:
-Sees adjusted EPS $8.50 to $8.80, saw $9.25 to $9.65, estimate $9.42
-Sees EPS $7.65 to $7.95, saw $8.40 to $8.80
-Net sales $5.87 billion, +9.2% y/y, estimate $6.01 billion
-Adjusted EPS $2.41 vs. $2.65 y/y, estimate $2.78
https://t.co/W7qgsS8MkB https://t.co/dxVIGnwwKn
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$SHW down 10% premarket:
-Sees adjusted EPS $8.50 to $8.80, saw $9.25 to $9.65, estimate $9.42
-Sees EPS $7.65 to $7.95, saw $8.40 to $8.80
-Net sales $5.87 billion, +9.2% y/y, estimate $6.01 billion
-Adjusted EPS $2.41 vs. $2.65 y/y, estimate $2.78
https://t.co/W7qgsS8MkB https://t.co/dxVIGnwwKn
Expected miss from $SHW Sherwin Williams in this past Sunday's Spaces:
Sherwin-Williams Co. slid in pre-market trading as stagnant demand in EU & China hurt sales for 2Q, prompting a slash in full-year adjusted earnings guidance also in part due to inflation pressure. - Special Situations 🌐 Research Newsletter (Jay)tweet
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Special Situations 🌐 Research Newsletter (Jay)
F45 Training $FXLV shares plummet as much as 57% after the fitness studio operator’s CEO and founder Adam Gilchrist stepped down and the company lowered its guidance. https://t.co/FTZs5Wsp0B
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F45 Training $FXLV shares plummet as much as 57% after the fitness studio operator’s CEO and founder Adam Gilchrist stepped down and the company lowered its guidance. https://t.co/FTZs5Wsp0B
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Special Situations 🌐 Research Newsletter (Jay)
Hot Take: GDP print tmrw won't really matter. White House and the Fed have already shared that they think GNI and tax receipts matter more and are better indicators of economic strength...Yellen's press conference will be interesting.
Consensus for GDP is 0.4% vs -1.6% last Q
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Hot Take: GDP print tmrw won't really matter. White House and the Fed have already shared that they think GNI and tax receipts matter more and are better indicators of economic strength...Yellen's press conference will be interesting.
Consensus for GDP is 0.4% vs -1.6% last Q
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