New Lows Today @ 10am
Visit highsandlows.substack.com to see more
post mediapost media
Sachiv's avatar
$834k follower assets
Dividends 💰
I don’t invest just for the income, but I like solid capital allocators. Each company ⬇️ has great OCF/FCF and they look like will have this consistently overtime. The resilience of moats look strong! I’m wRy of high yield cos because I’ve noticed some to be very cyclical (oil & gas for example), but I’m open to learn which industries I should be looking at for both capital growth and small income streams!

$ACN $0.97 / share 1.33% yield
$TXN $1.15 / share 2.65% yield
$ASML $3.89 / share 1.12% yield
Alberto Wallis's avatar
$23.3m follower assets
Upcoming Earnings Calendar! (March 14th - 18th)
Earnings season is slowing down, but there are still several very interesting companies reporting next week.

  • $DLO - This company is really interesting. Growing quickly and profitably (28% net profit margin last quarter) while solving a real pain-point for companies.
  • $GTLB - Don't know much about this company, but I've seen a lot of people commenting on it lately so I'll keep an eye out.
  • $S - Extremely expensive cybersecurity stock.
  • $FDX - Not interested in investing in the business, but very interested in their outlook for the supply chain and the impact of higher energy costs.
  • $LEN - Homebuilder. Let's see what their comments are on the supply chain + demand for housing in the US.

What company are you interested in?

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:


TUE:


WED:


THU:


FRI:
post media
Alberto Wallis's avatar
$23.3m follower assets
NFT's Attracting Corporate Interest
I'm not a big fan of crypto or NFT's, but it's impossible to ignore the huge amount of money and effort being poured into the space. NFT's in particular have seen exponential adoption in very little time. A year ago I'd never heard of them, and now, even corporate executives are talking about it during earnings calls. Here's a couple of examples:



Companies are seeing significant opportunities with NFTs, and their investments should help with mainstream adoption. It's still too early to tell the size and scope NFT's will have, but it's definitely worth paying attention to.

If you'd like to read more quotes from company earnings calls on NFTs, here's the link: Fincredible MacroTalk January 12: NFTs Attracting Corporate Interest
Inluced quotes from $ZDGE $GME $CTK $EA $ACN $DLPN
Love that even though you personally aren’t big on crypto or NFTs you still take notice when you see multiple companies talking about them. This exemplifies keeping an open mind. Thanks for aggregating these and sharing them with the community!
View 3 more comments
Alberto Wallis's avatar
$23.3m follower assets
Upcoming Earnings Calendar (Dec. 13-18)
Happy Friday everyone! Here is next week's upcoming earnings calendar. A very light earnings week. I'm mostly interested in $ADBE, $LEN and $ACN.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:
TUE:
WED:
THU:
FRI:
post media
Featured earnings week of June 21
A day late in posting this week, but I guess the fun starts tomorrow. It's really the tailend of earnings, but a surprising number of interesting companies. I first discovered $PLUG from @eric's recent post, so will learn about them through the earnings.

One's I'm interested in are $KBH (going to compare them to $LEN), $FDX (interesting non-amazon ecommerce stats), $ACN (on my watchlist. they've been closely riding the SaaS implementation wave and crushing it), $NKE (on my watchlist. especially interested on their progress on d2c)

Which ones are you interested and is there a specific business update you looking for an update on?
post media
Agree on $KMX. I should have pointed that out. In fact on my watchlist. I am intrigued how their omni channel strategy holds to pureplay online players like $CVNA, not to mention how much cheaper this stock is compared to pureplay online.
View 1 more comment
Next
Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.