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Librarian Capital
We downgraded Altria $MO to Neutral on 26-Apr
MO shares up ~8% today, now up 24% L6M
Philip Morris $PM up 40% L6M, better (even w/ div.)
But gap has narrowed, the sector rallied right after we gave up on MO (but long $BATS)
I still think we were right
Update coming later today https://t.co/0h6uQmAq5K
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We downgraded Altria $MO to Neutral on 26-Apr
MO shares up ~8% today, now up 24% L6M
Philip Morris $PM up 40% L6M, better (even w/ div.)
But gap has narrowed, the sector rallied right after we gave up on MO (but long $BATS)
I still think we were right
Update coming later today https://t.co/0h6uQmAq5K
"Altria: Gradually, Then Suddenly? Downgrade to Neutral"
$MO revenues, EPS fell in Q1
Cigarette vol. again fell 10%
Oral Tobacco grew modestly
NJOY volume fell q/q, FDA ineffectual
IQOS enters US in May, can scale in 2025
8.7x P/E, 9% Dividend, but risk of loss
See profile link
$PM $BATS $BTI tweet
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App Economy Insights
$AMZN Amazon Q3 FY24:
• Revenue +11% Y/Y to $159B ($1.6B beat).
• Operating margin 11% (+3pp Y/Y).
• FCF $48B TTM.
• Q4 Guidance: ~$185B ($1.3B miss).
☁️ AWS:
• Revenue +19% Y/Y to $27.5B.
• Operating margin 38% (+8pp Y/Y). https://t.co/9Euz13z3Bs
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$AMZN Amazon Q3 FY24:
• Revenue +11% Y/Y to $159B ($1.6B beat).
• Operating margin 11% (+3pp Y/Y).
• FCF $48B TTM.
• Q4 Guidance: ~$185B ($1.3B miss).
☁️ AWS:
• Revenue +19% Y/Y to $27.5B.
• Operating margin 38% (+8pp Y/Y). https://t.co/9Euz13z3Bs
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Stock Analysis Compilation
Long Cast Advisers on Corecard $CCRD US
Thesis: CoreCard’s shift to non-Goldman revenue streams and growth in high-margin accounts create a promising path to accelerating growth and profitability.
(Extract from their Q3 letter) https://t.co/kx0GrRMIat
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Long Cast Advisers on Corecard $CCRD US
Thesis: CoreCard’s shift to non-Goldman revenue streams and growth in high-margin accounts create a promising path to accelerating growth and profitability.
(Extract from their Q3 letter) https://t.co/kx0GrRMIat
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q3 2024 Report 🗓️
✅ Revenues: $158.9B (+11% YoY)
✅ Operating Income: $17.4B (+55% YoY)
✅ Net Income: $15.3B (+54% YoY)
✅ Free Cash Flow: $47.7B (+122% YoY)
☁️ AWS Revenue: $27.5B (+19% YoY)
💸 Ads Revenue: $14.3B (+19% YoY)
___
#stocks #investing https://t.co/ULKbL0Eedt
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Amazon $AMZN Q3 2024 Report 🗓️
✅ Revenues: $158.9B (+11% YoY)
✅ Operating Income: $17.4B (+55% YoY)
✅ Net Income: $15.3B (+54% YoY)
✅ Free Cash Flow: $47.7B (+122% YoY)
☁️ AWS Revenue: $27.5B (+19% YoY)
💸 Ads Revenue: $14.3B (+19% YoY)
___
#stocks #investing https://t.co/ULKbL0Eedt
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Librarian Capital
RT @carlquintanilla: Albuquerque mayor:
#NewMexico
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RT @carlquintanilla: Albuquerque mayor:
#NewMexico
Still waiting for Trump to pay the half million he owes. Maybe he’s making a special Halloween delivery to the Duke City? We won’t hold our breath. https://t.co/3Yqzp0ISnj tweet
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App Economy Insights
$AAPL Apple Q4 FY24 (Sept. quarter):
💳 Services +12% Y/Y to $25B.
📱 Products +2% Y/Y to $70B.
• Revenue +6% Y/Y to $95B ($0.5B beat).
• Operating margin 31% (+1pp Y/Y).
• EPS $1.64 ($0.04 beat). https://t.co/DtxyeLPxia
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$AAPL Apple Q4 FY24 (Sept. quarter):
💳 Services +12% Y/Y to $25B.
📱 Products +2% Y/Y to $70B.
• Revenue +6% Y/Y to $95B ($0.5B beat).
• Operating margin 31% (+1pp Y/Y).
• EPS $1.64 ($0.04 beat). https://t.co/DtxyeLPxia
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Librarian Capital
Ingersoll Rand $IR cuts FY24 outlook with Q3 results
Precision & Science Technologies segment now expects organic sales growth of -2% to 0 (was 0-2%)
But ILC Dover Q3 revenue up LDD q/q
"Biopharma up low 20s"
cc: Spirax $SPX https://t.co/gW2mVcyklG
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Ingersoll Rand $IR cuts FY24 outlook with Q3 results
Precision & Science Technologies segment now expects organic sales growth of -2% to 0 (was 0-2%)
But ILC Dover Q3 revenue up LDD q/q
"Biopharma up low 20s"
cc: Spirax $SPX https://t.co/gW2mVcyklG
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Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase
One of the directors of $MRTN has just reported the purchase of ~$150k of the company's stock.
This is the first insider purchase we have seen at that company in four years.
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RT @InsiderRadar: 🚨 New Insider Purchase
One of the directors of $MRTN has just reported the purchase of ~$150k of the company's stock.
This is the first insider purchase we have seen at that company in four years.
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Librarian Capital
“Altria: Don’t be Fooled by Q3 Timing Effects”
Shares bounced 7.8% today, on results arguably worse than last quarter’s; P/E now exceeds 10x.
$MO $PM $BATS $BTI $IMB
https://t.co/hj0J5l9olH https://t.co/YBTcCO9DOm
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“Altria: Don’t be Fooled by Q3 Timing Effects”
Shares bounced 7.8% today, on results arguably worse than last quarter’s; P/E now exceeds 10x.
$MO $PM $BATS $BTI $IMB
https://t.co/hj0J5l9olH https://t.co/YBTcCO9DOm
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