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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸
1️⃣ $BKNG has grown revenue for 19 out of the last 20 years
2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years
3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)
4️⃣ Opportunity for growth in operating and net income margins
5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt
6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)
7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)
#stocks #investing
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RT @DimitryNakhla: 7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸
1️⃣ $BKNG has grown revenue for 19 out of the last 20 years
2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years
3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)
4️⃣ Opportunity for growth in operating and net income margins
5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt
6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)
7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)
#stocks #investing
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Investing visuals
$TEM is up 16% after launching AI agents directly into Electronic Healthcare Records (EHRs).
Will they become the AI operating system of healthcare? https://t.co/oUdc1nQWCd
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$TEM is up 16% after launching AI agents directly into Electronic Healthcare Records (EHRs).
Will they become the AI operating system of healthcare? https://t.co/oUdc1nQWCd
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Quiver Quantitative
Why we track politicians' trading:
Representative James Comer made exactly one stock trade the day after Trump was inaugurated.
It was a purchase of Palantir, $PLTR.
It has risen 80% since.
Comer is the chairman of the House Committee on Oversight and Accountability. https://t.co/u0YMIlRgzT
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Why we track politicians' trading:
Representative James Comer made exactly one stock trade the day after Trump was inaugurated.
It was a purchase of Palantir, $PLTR.
It has risen 80% since.
Comer is the chairman of the House Committee on Oversight and Accountability. https://t.co/u0YMIlRgzT
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Wall St Engine
A record 1 in 8 cars sold in the U.S. is now a hybrid, per Wards estimates via EIA. Hybrids made up 12.4% of sales in the past 3 months—BEVs just 7.1%. Toyota’s bet is paying off: nearly 40% of its sales are hybrids, while BEVs are just over 1%. Akio Toyoda’s 30% BEV cap forecast is starting to look prescient.
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A record 1 in 8 cars sold in the U.S. is now a hybrid, per Wards estimates via EIA. Hybrids made up 12.4% of sales in the past 3 months—BEVs just 7.1%. Toyota’s bet is paying off: nearly 40% of its sales are hybrids, while BEVs are just over 1%. Akio Toyoda’s 30% BEV cap forecast is starting to look prescient.
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Quiver Quantitative
Another one:
Representative Julie Johnson bought Palantir stock for the first time on January 15th.
$PLTR has now risen 93% since then.
Johnson sits on the House Committee on Homeland Security. https://t.co/Z4A5fcdVPQ
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Another one:
Representative Julie Johnson bought Palantir stock for the first time on January 15th.
$PLTR has now risen 93% since then.
Johnson sits on the House Committee on Homeland Security. https://t.co/Z4A5fcdVPQ
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Wall St Engine
RBC just raised its year-end S&P 500 target to 5,730, up from 5,500, saying it's “a better macro backdrop than the more severe stagflation scenario” priced in earlier this year—but still not as strong as January’s view. With “margin contraction” expected in 2H and “some relief on interest expense” from Fed cuts, RBC stays neutral, saying trade thaw “has been priced in.”
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RBC just raised its year-end S&P 500 target to 5,730, up from 5,500, saying it's “a better macro backdrop than the more severe stagflation scenario” priced in earlier this year—but still not as strong as January’s view. With “margin contraction” expected in 2H and “some relief on interest expense” from Fed cuts, RBC stays neutral, saying trade thaw “has been priced in.”
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