Dimitry Nakhla | Babylon Capital®
8 Quality Stocks Down -15% From Highs | Trading Near Or Below 5-Year Mean P/E 💵
🖨️ ASML Holding $ASML
•% Down: -24%
•Mean: 35.34x
•NTM P/E: 30.99x
💽 Taiwan Semiconductor $TSM
•% Down: -19%
•Mean: 21.45x
•NTM P/E: 20.91x
🫀 Edwards Lifesciences $EW
•% Down: -52%
•Mean: 37.20x
•NTM P/E: 21.74
📈 FactSet Data Research $FDS
•% Down: -17%
•Mean: 28.88x
•NTM P/E: 23.99x
🧾 PayPal $PYPL
•% Down: -77%
•Mean: 30.28x
•NTM P/E: 13.96x
📦 Amazon $AMZN
•% Down: -20%
•Mean OCF: 23.13x
•NTM P/OCF 16.15x
📊 Salesforce $CRM
•% Down: -25%
•Mean: 47.03x
•NTM P/E: 23.73x
👜 Louis Vuitton Moët $LVMH $MC
•% Down: -32%
•Mean: 21.80x
•NTM P/E: 19.47x
#stocks #investing
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8 Quality Stocks Down -15% From Highs | Trading Near Or Below 5-Year Mean P/E 💵
🖨️ ASML Holding $ASML
•% Down: -24%
•Mean: 35.34x
•NTM P/E: 30.99x
💽 Taiwan Semiconductor $TSM
•% Down: -19%
•Mean: 21.45x
•NTM P/E: 20.91x
🫀 Edwards Lifesciences $EW
•% Down: -52%
•Mean: 37.20x
•NTM P/E: 21.74
📈 FactSet Data Research $FDS
•% Down: -17%
•Mean: 28.88x
•NTM P/E: 23.99x
🧾 PayPal $PYPL
•% Down: -77%
•Mean: 30.28x
•NTM P/E: 13.96x
📦 Amazon $AMZN
•% Down: -20%
•Mean OCF: 23.13x
•NTM P/OCF 16.15x
📊 Salesforce $CRM
•% Down: -25%
•Mean: 47.03x
•NTM P/E: 23.73x
👜 Louis Vuitton Moët $LVMH $MC
•% Down: -32%
•Mean: 21.80x
•NTM P/E: 19.47x
#stocks #investing
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Offshore
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App Economy Insights
$DIS Disney Q3 FY24 (ending in June):
• Revenue +4% Y/Y to $23.2B ($70M beat).
• Non-GAAP EPS $1.39 ($0.20 beat).
Segment operating margin:
🍿 Entertainment: 11% (+7pp Y/Y).
🏈 Sports: 18% (-2pp Y/Y).
🏰 Experience: 26% (-2pp Y/Y).
FY24 EPS guidance +30% Y/Y (prev. 25%). https://t.co/7D7g7ug4qv
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$DIS Disney Q3 FY24 (ending in June):
• Revenue +4% Y/Y to $23.2B ($70M beat).
• Non-GAAP EPS $1.39 ($0.20 beat).
Segment operating margin:
🍿 Entertainment: 11% (+7pp Y/Y).
🏈 Sports: 18% (-2pp Y/Y).
🏰 Experience: 26% (-2pp Y/Y).
FY24 EPS guidance +30% Y/Y (prev. 25%). https://t.co/7D7g7ug4qv
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Offshore
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Quiver Quantitative
In case anyone thinks the Nancy Pelosi strategy is only a meme:
Here are the members of Congress who have added the most wealth since the end of 2022, per our estimates. https://t.co/NOOqWU52Sg
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In case anyone thinks the Nancy Pelosi strategy is only a meme:
Here are the members of Congress who have added the most wealth since the end of 2022, per our estimates. https://t.co/NOOqWU52Sg
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Offshore
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Quiver Quantitative
🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.
He also bought Lockheed Martin stock on July 1st.
It has risen 16% since then, while the market has fallen.
Moskowitz sits on the House Committee on Foreign Affairs.
Trade list up on Quiver. https://t.co/C3xBdZRk3R
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🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.
He also bought Lockheed Martin stock on July 1st.
It has risen 16% since then, while the market has fallen.
Moskowitz sits on the House Committee on Foreign Affairs.
Trade list up on Quiver. https://t.co/C3xBdZRk3R
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Offshore
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Hidden Value Gems
Haven't looked at $GLEN.L for some time now, but I think more cash returns are crucial for their investment case. If they are running down assets, why not return more? The worst is another acquisition.
Why don't they use the US coal playbook (eg $CEIX or $HCC )? https://t.co/aDxkkt561p
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Haven't looked at $GLEN.L for some time now, but I think more cash returns are crucial for their investment case. If they are running down assets, why not return more? The worst is another acquisition.
Why don't they use the US coal playbook (eg $CEIX or $HCC )? https://t.co/aDxkkt561p
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Offshore
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Quiver Quantitative
🚨 BREAKING: We just caught ANOTHER STOCK Act violation by a member of the House Ethics Committee.
Representative David Joyce just disclosed a sale of Boeing stock that was made over a year ago.
The House Ethics Committee is in charge of enforcing the STOCK Act.
Look at this: https://t.co/5w1pPaYcAo
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🚨 BREAKING: We just caught ANOTHER STOCK Act violation by a member of the House Ethics Committee.
Representative David Joyce just disclosed a sale of Boeing stock that was made over a year ago.
The House Ethics Committee is in charge of enforcing the STOCK Act.
Look at this: https://t.co/5w1pPaYcAo
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Offshore
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Invest In Assets 📈
Fortinet is up +27% after its Q2 earnings
• Revenue +11% Y/Y
• Product rev: -4.4%
• Service rev +19.8%
• Op. Margin +35.2% (26.9%)
• Net Income +46%
• EPS +39%
Great quarter 💎 https://t.co/IjY6NUGwoC
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Fortinet is up +27% after its Q2 earnings
• Revenue +11% Y/Y
• Product rev: -4.4%
• Service rev +19.8%
• Op. Margin +35.2% (26.9%)
• Net Income +46%
• EPS +39%
Great quarter 💎 https://t.co/IjY6NUGwoC
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Offshore
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Librarian Capital
"Rightmove: Did H1 Results, OpenRent Loss Cause 10% Fall in August?"
$RMV shares are now at 20x 2023 Underlying earnings; we believe there can be 73% upside by end of 2027 (cc: $CSGP)
https://t.co/uFN48UBF6C https://t.co/VbcfCfxoHN
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"Rightmove: Did H1 Results, OpenRent Loss Cause 10% Fall in August?"
$RMV shares are now at 20x 2023 Underlying earnings; we believe there can be 73% upside by end of 2027 (cc: $CSGP)
https://t.co/uFN48UBF6C https://t.co/VbcfCfxoHN
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