⁠Quality Stocks
🇺🇸 Palo Alto $PANW Q4 24 results

Revenue $2,189M
Q4 23 $1,953M +12.1% 🟢
Est. $2,163M beat 🟢

EPS $1.01
Q4 23 $0.64 +57.8% 🟢
Est. $0.67 beat 🟢 https://t.co/TC4l1gbmV9
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⁠Quality Stocks
One Pager Special Week - 🇸🇪 Sweden
Day 5 - Sectra $SECT

🏆 Score 5.8/10
🎯 My fair price estimation is around 130SEK

🐂 Bull case
- Strong growth & profitability
- Appealing market

🐻 Bear case
- The price!
- Margin could be improved

A competitor is Pro Medicus $PME, even higher quality but more expensive too!
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⁠Quality Stocks
Buy 1, Hold 1, Sell 1 in the Magnificent 7

I begin
Buy - Alphabet $GOOGL
Hold - Microsoft $MSFT
Sell - Tesla $TSLA

What about you?
(Hard game as they are all powerful companies)
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⁠Quality Stocks
🇦🇺 Mader $MAD FY24 results

Revenue AU$774M
FY23 AU$609M +27% 🟢
Est. AU$777M miss 🔴

EPS AU$0.25
FY23 AU$0.19 +31% 🟢
Est. AU$0.25 reached 🟠

FY25 revenue guidance AU$870M (est AU$884M)

The market probably estimates that the guidance is a little bit weak. My target is closer to 18% with Mader
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⁠Quality Stocks
My last Europe Quality Stock Screener has been updated with my scoring system

48 stocks are in it. Here is an extract with 8 of them 👇 https://t.co/6gT4Z6cRan
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⁠Quality Stocks
🇺🇸💰 Paypal $PYPL

Adyen will offer Fastlane by Paypal checkout experience
This technological module should reduce the check out time by 32%

Will it help the stock to rebound? Market reaction is currently positive
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⁠Quality Stocks
Dexcom $DXCM is down another 6% 🔴 after Eli Lilly $LLY anounced that Zepbound significantly reduces diabetes progression

It cut the diabetes risk by 94% in a 3y trial
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⁠Quality Stocks
Palo Alto $PANW is a great company. The results proved it once again

However, as I wrote in my article about the company, SBC are out of control
GAAP operating income +10.9%
SBC +13.1%

In 2024 SBC represent $1,161M (vs $685M operating income because why not!)
$500M share buyback won't even offset half of that...
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⁠Quality Stocks
🇩🇰 Coloplast $COLO Q3 24 results

Revenue 6,885M DKK
Q3 23 6,108M DKK +13% 🟢
Est. 6,824M DKK beat 🔴

EPS 5.66DKK
Q3 23 5.98DKK -5% 🔴
Est. 6.00DKK miss 🔴

FY guidance unchanged https://t.co/wFTuTEUvpS
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⁠Quality Stocks
🇦🇺 Wisetech $WTC FY 24 results

Revenue AU$1,042M
FY 23 AU$817M +28% 🟢
Est. AU$1,064M miss 🔴

EPS AU$0.79
FY 23 AU$0.65 +21% 🟢
Est. AU$0.80 miss 🔴 https://t.co/bgPrpRVXoA
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⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇺🇸 Palo Alto $PANW $368
Wedbush. Buy. $375 ▶️ $400 🟢
MS. Buy. $360 ▶️ $390 🟢

🇫🇷 Hermes $RMS 2,174€
Bernstein. Buy. 2,500€🟢

🇫🇷 LVMH $MC 677€
Bernstein. Buy. 805€🟢

🇺🇸 Estée Lauder $EL $90
WF. Buy. $130 ▶️ $117 🔴

🇺🇸 JP Morgan $JPM $264
Daiwa. Buy. $243 ▶️ $240 🔴

🇺🇸 ADP $ADP $264
JPM. Sell. $250 ▶️ $285 🟢
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⁠Invest In Assets 📈
Being a fund manager is a rough job: https://t.co/64NZdVvX2x
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