Luka πŸ¦‰'s avatar
$96.9m follower assets
Dividend Stock #4 - $SO ⚑
Hello fellow investors πŸ‘‹
this is post #4 out of #50, where I introduce you to all the dividend stocks in my portfolio

Today we talk about Southern Company - $SO

Investing in the utility sector is, in my opinion, a 101 rule of all dividend investors out there. Utilities are the perfect business that can bring safety and decrease the beta of your portfolio. I will probably make a separate post exactly about them; for now, I will focus on $SO

Southern Company is an energy provider that focuses its business mostly on the southern states of the US. It is a strong player and one of the biggest energy companies on the market, raking 3rd, close to Dominion Energy $D (spoiler alert: it's another of my holding 😏)

Of course, the company is a strong dividend payer, returning an increasing annual dividend from 20years πŸ’ͺ

As required nowadays, also $SO is committed to Carbon-Free energy and to produce zero emission in 2050. It's a very ambitious goal, especially because at this stage, 2022, the company is still far away from getting rid of the coal business. If we look at their last report, 22% of the energy produced comes from coal - a shame if you ask me. πŸ˜”

The last point to discuss is the construction of the next generation Nuclear Plant in Georgia (Vogtle Unit 3 & Unit 4) which are ongoing and represent a massive capital-intensive project. As often happen, such projects generate endless delays and cost increases, and it is for me, my major concern over the financial statement of $SO 😟

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This thought process was really coherent and helpful! Thanks for sharing! Are there any other Utility sector companies that you think are worth having a look into ?
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Upcoming Earnings Calendar (Feb 7th - 11th)
Hey guys!

A key week is ahead of us! Here's what I'm interested in:

  • $APPS - One of my largest holdings. I'd like an update on the progress of single-tap and the tests they were running with Meta $FB. I'm also interested in seeing how their device footprint is expanding after their latest deals.
  • $DIS - They've invested heavily on Marvel and Star Wars series for Disney+, so let's see if this translates to lower churn and higher growth.
  • $NET - Really interesting stock but the valuation seems too high. Let's see if there's a good opportunity to enter post-earnings.

Good luck!

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.

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TUE:

WED:

THU:

FRI:
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February earnings
I think upcoming earnings are going to be really important in this volatile market. Companies will likely get punished (further) on even slightly bad results or outlook, and I'm hopeful strong earnings like we saw with $TEAM or $AAPL will buoy the overall market or at least software sector that I'm playing close attention to.

Personally, I have a handful of companies on my buy list including $CRM, $COUP, $ESTC, $SMAR, $POSH, but will only do so once they make it past earnings either scathed (lower price) or unscathed (peace of mind) :)

So we've put together our most anticipated earnings for all of Feb!


Keep an eye out!
2: $FB $ABBV $TMO $NVS
3: $AMZN $LLY $MRK $TNX
21: $UIS
28: $JLL TGNA $LAZR $SAIL
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Upcoming Earnings Calendar! (Nov 1-5)
Hey guys! Here's next week's earnings calendar! Several very interesting companies set to report earnings. Here's the one's I'm most excited about and why:

  • $APPS: any sign of iOS ad dollars shifting to android (Digital Turbine's revenues are mostly from android).
  • $Z: an update on the real estate market and iBuying
  • $LYFT and $UBER: is mobility in the US back to pre-pandemic levels?
  • $COIN metrics on the NFT market.
  • $PENN and $DKNG update on the mobile sports betting market.
  • $ATVI number of Call of Duty Warzone players. The last reported number was 100MM.
  • $CRSR: comments on the supply chain issues they're experiencing.
  • $MELI: update on the Brazilian e-commerce market. Relevant for $SE's expansion.
Comment below which earnings report you are looking forward to the most!
Friendly reminder: you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MONDAY

TUESDAY

WEDNESDAY


THURSDAY

FRIDAY
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Eric Pelnik's avatar
$272.4m follower assets
Earnings this week
πŸ“ž Which calls are you most excited about?

Monday, May 3rd
$APPF AppFolio
$CAR Avis Budget Group
$IRBT iRobot
$CHGG Chegg
$EL Estee Lauder
$ZI ZoomInfo Technologies
$MELI Mercadolibre

Tuesday, May 4th
$ATVI Activision Blizzard
$UAA Under Armour
$APO Apollo Global Management
$AKAM Akamai Technologies
$AYX Alteryx
$WMG Warner Music Group
$CVS CVS Health
$MPC Marathon Petroleum
$MCFE Mcafee Corp
$KKR KKR & Co
$TRI Thomson Reuters
$D Dominion Energy
$ESPR Esperion Therapeutics
$ZG Zillow Group
$SPCE Virgin Galactic
$MTCH Match Group
$LYFT Lyft
$PFE Pfizer
$UPWK Upwork
$SPT Sprout Social
$WYNN Wynn Resorts

Wednesday, May 5th
$TUP Tupperware Brands
$BKNG Booking Holdings
$SMG Scotts Miracle-Gro
$RDFN Redfin
$GM General Motors
$ELY Callaway Golf
$ETSY Etsy
$FSLY Fastly
$GDDY GoDaddy
$HUBS HubSpot
$PYPL PayPal
$TWLO Twilio
$ZNGA Zynga

Thursday, May 6th
$APRN Blue Apron
$TWST Twist Bioscience
$BYND Beyond Meat
$BL BlackLine
$MNST Monster Beverage
$BILL Bill.com
$CVNA Carvana
$NET Cloudflare
$DDOG Datadog
$DBX Dropbox
$EXPE Expedia
$EB Eventbrite
$FVRR Fiverr
$FNF Fidelity
$FNKO Funko
$GRPN Groupon
$GPRO GoPro
$MHK Mohawk
$W Wayfair
$SHAK Shake Shack
$PZZA Papa John's
$YELP Yelp
$MRNA Moderna
$VIAC ViacomCBS
$SQ Square
$PTON Peloton
$ROKU Roku
$FROG JFrog

Friday, May 7th
$CNK Cinemark
$DKNG Draftkings

Sources: Business Insider, Google Finance, and Yahoo Finance
Very excited for Peloton. Especially to see if they announce any new products and how their guidance over the next year looks
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Eric Pelnik's avatar
$272.4m follower assets
Earnings this week
Which calls are you most excited about?

Monday, February 8th
$SFTBY Softbank
$TTWO Take Two
$HAS Hasbro
$CHGG Chegg

Tuesday, February 9th
$CSCO Cisco
$FISV Fiserv
$TWTR Twitter
$AKAM Akamai
$LYFT Lyft
$CGC Canopy Growth Corp
$AYX Alteryx

Wednesday, February 10th
$KO Coca-Cola
$TM Toyota Motor
$UBER Uber
$GM General Motor
$EQIX Equinix
$ZG Zillow Group
$EFX Equifax
$MGM MGM Resorts
$ZYNGA Zynga
$XPO XPO Logistics
$UA Under Armour
$SONO Sonos

Thursday, February 11th
$DIS Disney
$PEP PepsiCo
$KHC Kraft Heinz
$NET Cloudflare
$TSN Tyson Foods
$VRSN VeriSign
$EXPE Expedia
$K Kellogg
$HUBS HubSpot
$GDDY GoDaddy
$TAP Coors Brewing
$MHK Mohawk Industries
$DDOG Datadog
$FROG JFrog

Friday, February 12th
$D Dominion Energy

Sources: Business Insider, Google Finance, and Yahoo finance
Paul Essen's avatar
$216.8m follower assets
Tesla Valuation
$TSLA market cap: $578 billion

$F + $GM + $TM = $306 billion
$UBER + $LYFT = $107 billion
$D = $61 billion

I like Tesla, but the valuation is insane. Domination of car sales and ride sharing (w/ some energy production) seems already priced in. Where else can they go?
SpaceX merger...in all seriousness though...I'm not sure. Your value breakdown above definitely puts things in perspective. That said, I wouldn't be the one to bet against the stock.
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