ChatGPT knowledge cutoff date is September 2021. I agree it is using outdated information for making buy/sell decision for stocks. However, I find it useful to analyze historical performance of stocks to point me in the right direction to do deep dive analysis.
List of 10 fastest growing dividend stocks over the 10 years prior to ChatGPT cutoff date (2021) is a good place to start evaluation. This list does not change much in 1-2 year. I am familiar with these 10 stocks and I own several of them. But I did not know the impressive historical performance of ACN and WM, which I will do DD.
OP DO NOT GO INTO MEDICINE
For the love of fucking god don't do it man. Going into medicine has been the greatest regret of my life and is the whole reason why I am desperately trying to FIRE.
Sq, ACN, AMD, Abbv.
Oh wondrous technology, Generative AI,
Thou art expected to transform and amplify,
The gaming industry, and impact great,
Take-Two Interactive Software and Electronic Arts, fate.
By reducing cost and automating game design,
More games produced, and revenue streams entwine,
Fewer staff, yet more ambitious projects and expansion,
Higher profitability, without compromise or contraction.
Natural language processing, immersive stories unfold,
Engaging dialogue, player retention rates to behold,
Customized games, based on player characteristics fine,
Personalized experiences, retention rates and revenue align.
Technical positions, salaries hefty and high,
AI technology, significant cost savings to imply,
Game designers, developers, artists, QA testers and audio engineers,
Automation, advanced capabilities, cost savings, profit cheers.
The forward price/earnings of gaming companies may not currently reflect,
AI technology's impact on their profitability to select,
But over time, as AI technology becomes more prevalent and wise,
The potential cost savings and improved profitability will surely arise.
Generative AI technology, not just gaming, but software engineering too,
ACN, CTSH, INFY, and IBM can leverage, and create benefits anew,
Automating coding tasks, reducing time and cost,
Debugging, testing, and final product quality not lost.
Customized software solutions, tailored to clients' needs,
Enhancing satisfaction and loyalty, by taking heed,
Empowering employees, to focus on higher-value activities,
Innovation, excellent service, and products of high quality as festivities.
Improved communication skills, for non-native English speakers,
Generative AI can assist, clearer and concise, communication figures,
Improving overall communication, between clients and employees at large,
Generative AI, technology marvel, for all to discharge.
So is the US's huge diversity of small/community banks actually a good thing? I realize that many small businesses get their loans from such banks, but it's not like small businesses are a uniquely American phenomenon that the more concentrated financial institutions/banks in other countries are all ignoring. (Or are they?)
Just wondering how to prevent more of this.
It's a boring one but maybe ACN... I'm waiting for a pullback to around 260-265
Depends who. I worked for the federal side of Accenture. “Technically” a separate entity, when they moved their HQ to Ireland they weren’t allowed to bid on DoD contracts because they became a foreign company, so they set up ACN Federal as a separate entity where they’re kinda independent but kinda not… anyways Accenture Federal contractors were definitely not cheap. Most of the main company’s personnel are in India so perhaps it’s a different story with the paneer company
I don't see what this is downvoted. Perhaps people don't realize how big of a company it is.
According to Macrotrends:.
> - Accenture total number of employees in 2022 was 721,000, a 15.54% increase from 2021.
> - Accenture total number of employees in 2021 was 624,000, a 23.32% increase from 2020.
> - Accenture total number of employees in 2020 was 506,000, a 2.85% increase from 2019.
> - Accenture total number of employees in 2019 was 492,000, a 7.19% increase from 2018.
Any company that large will have different cultures in various locations, departments, etc.
Tax payer dime lol, wouldn’t it be ACN’s dime you regard.
You have 6 ETF’s. Some overlap each other and your holdings. JEPI is loved by many but I’m not a fan. I’d try to simplify my ETF approach and narrow it down to 2-3. Perhaps VTI/VOO/SCHD.
There’s also things like AMC and APE which is a waste of capital imo. IBM is already on SCHD. I’d also let go of ACN, PUBM, CRWD, RBLX and EFG. Again, I believe that capital may be useful elsewhere.
Kind of a tech heavy portfolio with quite a bit of overlap and more ETF’s than you need. I think you should consider exposure to consumer products and food. Like Heinz, Kroger, Procter & Gamble or CocaCola. They’re solid businesses with good yield and healthy demand.
That’s my take.
Rate my portfolio, 27 years old
SPY - 21.6% QQQ - 17.9% IBM - 7.9% EFG - 6.2% AAPL - 5.7% AB - 5.1% MSFT - 4.4% AMC - 4.4% SCHD - 3.6% BSM - 3.3% ACN - 3.1% JNJ - 2.4% JEPI - 1.9% VTI - 1.9% CRWD - 1.8% RBLX - 1.7% MRK - 1.6% AMZN - 1.6% PUBM - 1.5% APE - 1.4% O - .8%
What does everyone think, I know it’s a little all over the place. Looking for some help on how to improve my portfolio thank!
Acn, BCG - pay out well at the level you operate. You knowledge of wide industry trends and the depth of multiple subjects should be instrumental in generating a lot of business for these firms.
PRDGX is a growth oriented fund. I will look for its contituents see if I spot some risky players.
From what I can tell these <--- (bank stocks) do not have questionable risk in terms of fundamentals, beta, alpha. You have more exposure in volatility of others tech stocks than what I identified with this mf. OK to unload.
AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING
$FL | Foot Locker Inc: 10.72% | 7.04% | 10.72%
$PDD | : 17.45% | 19.0% | 12.01%
$GME | GameStop Corp Holding Company: 12.0% | 13.79% | 14.6%
$HQY | HealthEquity Inc: 8.54% | 8.55% | 9.77%
$NKE | Nike Inc: 6.35% | 17.21% | 8.65%
$WOOF | Petco Health and Wellness Company Inc: 11.37% | 19.96% | 16.41%
$OLLI | Ollies Bargain Outlet Holdings Inc: 9.97% | 15.81% | 13.85%
$CHWY | Chewy Inc: 9.0% | 6.37% | 11.51%
$KBH | KB Home: 7.18% | 7.32% | 11.17%
$ACN | Accenture Plc: 5.44% | 5.74% | 5.19%
$DOOO | BRP Inc: 7.25% | 10.9% | 3.27%
$DRI | Darden Restaurants Inc: 7.63% | 2.27% | 7.47%
$FDS | FactSet Research Systems Inc: 5.25% | 4.99% | 8.89%
$GIS | General Mills Inc: 4.16% | 6.23% | 5.75%
Might as well throw ACN in there too...
I normally include my watch list in the main thread post, but was unable to do so yesterday because I ran out of time going through my chart list. Either way, here it is; not all encompassing, but the main names I believe will trigger this week. Based on Thursay & Friday's price action...and the potential for contagion...I will be extra cautious with any new entries.
ABT -- long/swing
ACN -- long/swing
AES -- long/swing
GLD -- long/swing
ORLY -- long/swing -- add to existing position
QID -- long/swing -- re-enter
SCHW -- long/swing
SIRI -- long/swing
We will see how the futures open in a couple hours.
Help me get up ACN, gang 💪
Who’s holding and believing in Accenture (ACN) here?
AI , copper, lithium, KEYS, ACN
Here's the 14th wokest company in 2023 according to WSJ:
I think you're too stupid and poor to ever even use their service, let alone have an effect on them. You should try to be more like VM
My area of expertise, I acn strongly recommend some stonks to get the job done.
Collection of stocks I watch and analyst predictions. Should I buy a third of the !! Now And look at ! ? Where will the market go in the next quarter/ half year? Wait for next black swan? What would you buy sell and when? What should go on the list?
! ASML -8,5 +41% ! BALL -6 +39% RBLX 5050 SPCE -39 + 120 ! GS -11% +33% MS -14 +26 !! JPM -2% +34% ! BAC-7% +48 ! DB -15 +71 CBK -11 +36 SOFI -26 +46%
!! WM -2 + 27% UNP-12 + 19 !! CVS +3 +59 HRMS -38 + 19 !! MC Donalds 0 +24 !!BRK +5% +14 HERSHEY -7 + 17 SAP -17 +30 !!Allianz -2% + 38% !! PG +1 +22 STARBUCKS -15 +28 !!KO +4 +29 !!CMG -2 +31% MELI-27 + 43% ACN -13 + 26%
TSLA -87 +71% LCID -50% +79% !! RIVN +1 +234% P911 -25 +40% RR -50 +30 AML -39 + 9% !!SIXT +8 +59% ! Mercedes -9%+45% BMW 5050 F -21 + 64 GM -27 + 98%
HIGH POTENTIAL analysis !! CMC -4 + 37% KLAC-21 +27% LPX -25 + 24 LRCX -10 +11 ? SIGA technisch gut, schlechte bewertung read news !! SKY -2 +27 MED -1 -1 INLINER? ALFEN -21 +72
LVMH -10 +25 MSFT -19 +24 LMND -38 + 147 !!SQM -3 +55 !!AMZN -7 + 68% VOW -7 +9% ! BYND SHORT -6 -68 SHF -14 +2 !! PORSCHE HOLDING +7 +141% !!VISA +4 +28% ! MASTERCARD -1 +23% BLOCK -32 + 99% AIBNB -26+45 Deutsche Pfandbrief -22 +58% HochTief -55+44 zim -30 +17 TUI -43 +32% KEWPIE -10 +7 inline? (JP)
Aus 50 Werte: RHM -15 + 32 LMT -30 + 14 !MTB 0 +33 ! CTRA -8 +59 ! MDT -7 + 51% !! MTRAF KANADA +10 +16 !! 9301+11+17 MITSUBISHI LOGISTICS CORP MUNICH RE -11 +18 !! EOG +1 +29% !! RUI 0 + 116% + gute Dividende NATIONAL BANK OF CANADA -7 +14 !! NIPPON TEL & TEL CORP +1 +36 (JP) OMC 5050 ORKLA ASA -12 +35 PH -25 +38 ! REC RECORDATI ORD -3 +31 LINDE PLC -9 +25 NESTLE -8 + 27
Sonstiges: UNILEVER -27 +42 DocuSign -37 +48 Zoom Video -9 +42 !! PAYC -1 + 41 Paycom
Walmarkt -7 +21 !! WBA-1 +47
! CNI cannadian national railway -5 +18 CMI commins - hersteller diesel + gasmotor -12 +23 CATERPILLAR, INC -29 +36 (etwas Ukrainisches Europäisches suchen) ! VOLTAS LTD -9 +56 GENERAL MILLS, INC -14 + 24 AIR LIQUIDE -13 +33 !! JOHNSON & JOHNSON +3 +32 !!TAKARA BIO INC +13+64 !! KDDI CORP +2 +49
Am I too late for the ai stock pumps? Related ACN chart seems to look alright for a leap, they prolly know how to sell AI junk to deep pocketed fat cats. And also are regards buying AI because the ticker is AI, or is there something there?
108 million revenue, ebitda 5 million, market cap 161m.
Buffet also say that you are buying the business and not just stocks. But let’s just look at numbers, Would you buy a corner store for 1 million when it earns about 50k a year.
Guarantee this is some ACN MLM bullshit
Some long term holdings that I added to recently have been Accenture (ACN), Intuit (INTU), Waste Management (WM) and Broadridge Financial (BR).
To be fair, Lord ACN v13.5.12 was probably written by Billy Dumbface whom probably didn't even both to test scenarios properly.
> This sounds shallow on its surface but these systems and controls are generally multi-layered, nested, supported by advanced analytics and Machine Learning. This is something of a black box at times.
Which makes it fucking ridiculous that we've given these machines the ability to automatedly do things like steal hundreds of thousands of dollars from people. "Why did I lose my life's savings?" "Lord ACN v13.5.12 has smitten you. The Great Machine works in mysterious ways."
Lagging indicator for rest of the economy, you may see other sectors go through this in another 6 months. I have a feeling that the sudden U-turn yesterday on title 42 and tightening the border by the government is because they feel that the job market will begin to slip soon, and they have shored up enough bodies in sectors that were seeking help. Tech is in a rout though, watch out for outsourcing companies (tickers INFY, CTSH, ACN), they usually benefit the most when tech jobs are culled state side.
Personally, I think you're way too young to just go indexing. Maybe QQQ or something, but you'd probably be better off doing some research on future facing industries that might explode in the next 10 to 15 years. Stuff like Artificial Intelligence (GOOG, NVDA, IBM, MSFT, ACN). Quantum Computing (GOOG, IBM, IONQ, NVDA, MSFT, INTC), Robotics (Media Group [KUKA], FANUY, AMZN, Hyundai [Boston Dynamics], ABB, HON, etc).
You could also look into CRSPR type companies, Solar based companies, Carbon Capture, Space Tourism and Mining.
Can they sell? I get ACN stock every 6 months but sell immediately. I'm not highly regarded enough to put all my eggs in that basket.
What are some of y’all’s thoughts on the ACN and Adobe with their earnings happening later this week?? Heard Acn is projected to do well.
AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING
$ORCL | Oracle Corp: 5.43% | 8.25% | 8.04% $COUP | Coupa Software Inc: 8.95% | 19.99% | 14.41%
2022-12-13 $PLAB | Photronics Inc: 10.45% | 27.33% | 13.14% $MSB | Mesabi Trust: 4.56% | 8.25% | 9.37%
2022-12-14 $CLSK | CleanSpark Inc: 18.04% | 31.65% | 27.7% $LEN | Lennar Corp: 6.63% | 3.84% | 6.72% $TCOM | : 10.14% | 12.31% | 10.21% $RICK | RCI Hospitality Holdings Inc: 9.93% | 11.26% | 5.62%
2022-12-15 $ADBE | Adobe Inc: 5.49% | 18.5% | 8.74% $JBL | Jabil Inc: 7.1% | 6.46% | 7.12%
2022-12-16 $ACN | Accenture Plc: 5.43% | 5.62% | 5.88% $DRI | Darden Restaurants Inc: 7.77% | 5.18% | 9.05% $WGO | Winnebago Industries Inc: 10.73% | 6.24% | 13.19%
DHR, TMO, BLK, ACN, NKE, AAPL, SBUX,
Stock "Ratings" - are these reliable?
Hey all! On Schwab I've been experimenting with the "Stock Screener" and noticed a bunch of different ratings per Stock. Here's are the different ratings provided:
CFRA Star Ranking
Argus 12 Month Rating
Schwab Equity Rating
Reuters Research Average Rating
And here's an example of a few stocks returned, name of stock, price and respective rating (from list above):
APA APA Corp (US) $46.34 4.43 4 Stars HOLD B 1 star OUTPERFORM
EOG EOG Resources Inc $141.02 11.08 5 Stars BUY C 1 star OUTPERFORM
HES Hess Corp $143.99 23.95 4 Stars HOLD C 1 star OUTPERFORM
ACN Accenture PLC $286.50 26.74 5 Stars BUY B 2 stars OUTPERFORM
AVY Avery Dennison Corp $188.22 19.03 4 Stars BUY C 2 stars OUTPERFORM
DE Deere & Co $414.26 20.7 4 Stars BUY D 2 stars OUTPERFORM
DKS DICK'S Sporting Goods Inc $109.09 9.47 4 Stars BUY B 2 stars OUTPERFORM
Some of these ratings are all over the place (e.g. Deere)!! Any thoughts on what rating would be the most reliable rating or is it sort of a toss-up?
Appreciate the feedback!!
GOOG BLK MSFT ACN AAPL
The economy of Al Gore's internet:
Explains why they acn fcking rip a face off....
Company: Accenture PLC ($ACN)
Current Stock Price: $279.87
Stock Price Trend:
1 Day: -0.3%
1 Week: +6.0%
1 Month: +8.7%
Analyst Price Target: $314.4 (+12.3%)
Current News Sentiment: Mildly Bullish
Want more info? Just reply with command + ticker:
- status - short-term trend
- funda - company fundamentals
- zoomout - long-term trend
- macro - macro trends (No ticker required)
- vs - Compare performance of any two stocks/indices e.g AAPL vs TSLA, GOOGL vs SPY
- help - see list of commands
Examples: u/askstockbot status AAPL, u/askstockbot TSLA vs GOOGL
u/askstockbot status ACN
U/askstockbot funda ACN
I'm a long term investor and yes in my opinion I do think DXC and KD can 10x. The main question is can these buisnesses start growing revenue again. Obiously with the current P/S ratio the market doesn't think so. But I think the market is wrong in the case of DXC (which I've done more research on) they provide IT infrastructure services for a significant amount of the fortune 500. Some of this work has gone to the cloud which is why revenue has been declining but there are a plethora of applications that can't afford the latency penalty or can't host data on the cloud due to regulatory and security concerns. Furthermore DXC is very involved in migrating a customer's infrastructure to the cloud and upgrading a customer's Security and Networking which obiously has increased importance when the data is offsite. There are even some companies who decide to do private cloud. Essentially they own the infrastructure themselves and have DXC manage it. This in peticular is a big revenue opprotunity for DXC. All this doesn't even touch upon DXC's custom software buisness and data anyalitics buisness. It represents half of DXC's revenue and its growing. The data anaylitics buisness is a competitor to companies like $PLTR (albeit less impressive) and the custom software buisness is a competitor to $EPAM. An example of a custom software application is the infotainment screen in Volkswagen cars. I am prepared to hold this thing for 10 years but honestly if the stock never goes up and they keep buying back shares at this rate (they repurchased 4% of the float last quater) the're will be 30% less shares outstanding in 2 years if revenue starts to grow like I am expecting and the buisness keeps improving I the stock kinda has to go up. But when you consider that DXC's competitors TCS and ACN are $100 Billion+ companies and DXC is only worth $7 Billion that kinda gives you an idea of the opprotunity. Obiously not investment advice this is a risky one so please make sure to do your own DD.
ACN, who uses PLTR
Absolutely love ACN. Given the SaaS movement, I think companies like Accenture are primed for big gains and Accenture has a fairly long track record.
If you want to play into the streamlining of Enterprise software, ServiceNow is getting really popular. LinkedIn is full of companies hiring ServiceNow Devs and my company is utilizing it now.
Assuming Adobe completes the Figma acquisition, they’re going to be the one stop shop for UI/UX design.
If you want to play it safe I think Microsoft is a prime one stop shop.
Technically, they’re more Infrastructure focused, but Snowflake is one of my highest convictions and Databricks IPO is in the works and might be fairly valued if it happens in the near future. Both are strong data focused companies with emerging software offerings.
Fuck. I have a good chunk in ACN.
>GOOGLE CLOUD EXPANDS GLOBAL PARTNERSHIP WITH ACCENTURE, TRIPLING NUMBER OF CERTIFICATIONS HELD $ACN
^*Walter ^Bloomberg ^@DeItaone ^at ^2022-10-11 ^08:00:30 ^EDT-0400
My long-term roi on acn is 29 percent.
Said it before and will say it again, I love ACN.
I used to work for a company that is now part of ACN and spent over a decade in the software services industry. As far as I know ACN is mostly doing design services and bodies for hire. This is either "here's $x dollars to design us a thing that does X/Y/Z" or "we want you to extend our engineering department by assigning us X engineers per month". They don't have a killer product that they can spend $X on and continue to reap profits beyond the initial investment. They basically have some amount of profit on every hour of engineering time they can sell. This limits their potential for growth dramatically(i.e. they'll never be Apple, Google, Facebook, etc). They may do fine, but they won't see 'hyper growth' or whatever.
The thing about design services & staff augmentation is that they're the first thing to get cut in a recession. They're also the first thing to bounce back, as companies need to prepare products for the next economic cycle and are usually understaffed at that point.
Because of all that, I think betting on ACN(and similarly Palantir) is dumb at this stage in the economic cycle.
ACN ?? Any opinions?
AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING
$AZO: AutoZone Inc: 5.5% | 11.1% | 4.57%
$ACB: Aurora Cannabis Inc: 12.02% | 14.06% | 15.38%
$SFIX: Stitch Fix Inc: 20.46% | 13.45% | 20.83%
$AEHR: Aehr Test Systems: 19.01% | 18.86% | 25.68%
$GIS: General Mills Inc: 4.49% | 7.02% | 6.54%
$KBH: KB Home: 6.22% | 4.23% | 13.75%
$SCS: Steelcase Inc: 8.41% | 1.9% | 12.59%
$RLX: RLX Technology Inc: 17.82% | 10.42% | 115.7%
$ACN: Accenture Plc: 5.43% | 4.66% | 4.82%
$COST: Costco Wholesale Corporation: 3.93% | 5.59% | 4.76%
$FDX: FedEx Corp: 6.45% | 10.88% | 1.32%
$CCL: Carnival Corp: 6.81% | 6.21% | 8.26%
$DRI: Darden Restaurants Inc: 9.68% | 8.44% | 9.33%
$FDS: FactSet Research Systems Inc: 5.36% | 7.34% | 9.26%
ACN has also lost some Facebook contracts
Tech lay offs = reduction in outsourced IT = less revenue for ACN. ACN earnings Thursday, potentially after FOMC dump = double dump. What am i missing?
AAPL, ACN, AMD, AXP, BA, CAT, CRWD, MSFT, NKE, NVDA, SBUX, TSLA. Trailing stop loss at 5-10% and check account once per week or less.
Chart only? Just look at the 1 day chart from yahoo finance. But also look at 5 other chart with a high % of inst investors. Above 85% like anss Dre expd idxx acn dov
Take a look at ACN as well as ATA.T. Neither are small or private. Both are positioning for advanced manufacturing coming back to NA and are involved in every consumer segment imaginable.
this sounds to me: buy automation stocks, and buy ACN
Co-owner of a successful LGS that opened less than 2 yesrs ago;
Sell online or the business is doomed. Stop carrying so many products and focus on what's successful (If they do the math I can assure they have too many YGO/boardgaming accessories)
The only way a store carrying individual cards acn stay afloat is practically becoming an E-commerce with a storefront to aquire cards, and only stock accessories that their local customers are actively buying.
MSFT, ACN, V, TTD
VTSAX is the backbone of my brokerage account, but then these four stocks make up the next layer, followed by the remaining being higher-risk/higher-return long-term investments (NIO, CRWD, SNPS).
Tickers of Interest
Gamma Max Cross
- LAC 09/16 25P for $1.00 or less
- ACN 09/16 295P for $3.80 or less
- BJ 08/19 70P for $2.35 or less (Earnings on Aug 18 beware IV Crush)
- SIG 09/16 60P for $2.40 or less
- IRM 09/16 52.5P for $1.30 or less
Delta Neutral Cross
- CHWY 09/16 45P for $2.95 or less
- WDAY 09/16 155P for $5.25 or less
- TTWO 09/16 115P for $2.85 or less
- RDFN 09/16 12P for $0.95 or less
- CRSR 09/16 15P for $0.35 or less
Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today.
This analysis is based on the option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0.
For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both.
It's the reaction off of these price levels in the past that is being used to drive trading signals.
The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV.
- These plays are mostly puts. Are you a gay bear?
- No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level.
- Are you entering all these plays?
- No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn.
I hardly have a model portfolio. I have mostly been a buy-and-hold guy for thirty years and now have a stupid amount of diversified holdings across several accounts. Mostly I let my winners run as I seldom have been able to justify the tax hit on a sale. My lucky heirs can straighten the mess out with a step-up basis sale and consolidation, assuming Sanders and Warren don't take over.
Anyway, below are my top legacy holdings with percentages of the stock portfolio. Today, I would increase my SCHD percentage, but at the time of purchase, I knew less and figured it was safe to diversify with multiple dividend ETFs. More than a bit of dumb luck was involved, ONEY is up 87% and pays 2.68% and I am up 500% with Nike (1.07%) and 960% with TXN (2.57%).
A chunk of investment assets is also in a Muni-Bond ladder.
I now focus on quality companies that appear to be good values and pay decent dividends. My recent buys have been INTEL, CISCO, VOD, NEM, LYB, and MPW, all of which pay nice dividends and IMO have a lot of room to run. Also, SARK for a short-term play. Earnings come out tomorrow for MPW; fingers are crossed.
Ticker Name Weight (%) (%)
ONEY SPDRÂ® Russell 1000Â® Yield Focus ETF 3.61
VFIAX Vanguard 500 Index Admiral 3.54
NKE Nike Inc Class B 3.36
VXF Vanguard Extended Market ETF 3.23
TXN Texas Instruments Inc 3.02
SCHD Schwab US Dividend Equity ETFâ„¢ 2.95
VYM Vanguard High Dividend Yield ETF 2.76
VNQ Vanguard Real Estate ETF 2.64
HDV iShares Core High Dividend ETF 2.56
ARTIX Artisan International Investor 1.38
VBR Vanguard Small-Cap Value ETF 1.32
OAKIX Oakmark International Investor 1.28
HDV iShares Core High Dividend ETF 1.25
UNH UnitedHealth Group Inc 1.18
MSFT Microsoft Corp 1.14
CMCSA Comcast Corp Class A 1.05
LIN Linde PLC 1.04
VWIUX Vanguard Interm-Term Tx-Ex Adm 1
ACN Accenture PLC Class A 0.97
ENPH, RACE, DHR, OR, ACN, DRE, EXR, CTAS.
There are 30 more but i dont have my doc in hand
Tickers of Interest
Gamma Max Cross
- TMO https://options.hardyrekshin.com/#TMO
- 09/16 550P for $7.75 or less
- ORCL https://options.hardyrekshin.com/#ORCL
- 09/16 72.5P for $1.50 or less
- ACN https://options.hardyrekshin.com/#ACN
- 09/16 285P for $4.90 or less
- TMUS https://options.hardyrekshin.com/#TMUS
- 09/16 140P for $3.80 or less
- TXN https://options.hardyrekshin.com/#TXN
- 09/16 170P for $2.55 or less
- UL https://options.hardyrekshin.com/#UL
- 09/16 47.5P for $1.20 or less
- DEO https://options.hardyrekshin.com/#DEO
- 09/16 185P for $4.20 or less
- SO https://options.hardyrekshin.com/#SO
- 09/16 72.5P for $0.95 or less
- IBN https://options.hardyrekshin.com/#IBN
- 09/16 20P for $0.35 or less
- FISV https://options.hardyrekshin.com/#FISV
- 09/16 100P for $1.70 or less
- CSIQ https://options.hardyrekshin.com/#CSIQ
- 08/19 35P for $1.75 or less
- NEP https://options.hardyrekshin.com/#NEP
- 09/16 80P for $2.20 or less
Delta Neutral Cross
- HD https://options.hardyrekshin.com/#HD
- 10/21 295/300 strangle for combined $27 or less
- ASML https://options.hardyrekshin.com/#ASML
- 09/16 520P for $15.10 or less
- ADBE https://options.hardyrekshin.com/#ADBE
- 08/19 395P for $7.80 or less
- LIN https://options.hardyrekshin.com/#LIN
- 08/19 290P for $4.40 or less
- HON https://options.hardyrekshin.com/#HON
- 09/16 185/190 strangle for a combined $8.50 or less
- BX https://options.hardyrekshin.com/#BX
- 08/12 99P for $1.90 or less
- DE https://options.hardyrekshin.com/#DE
- 08/19 320P for $7.10 or less
Other interesting related articles from the past that tie into this new update:
Isn't that a MLM?
I mean I don't know if you heard about Acn they provide impact health sharing which I think they can save you atleast 30 to 50% I can send you a link to check them out if you want
Hello I don't know if you ever heard about Acn impact health sharing, this might be ideal for you but here is there link you can check out there payment plan to see if thise is better for you. https://06061230.acnibo.com/us-en/home-services/health-sharing
Yea here’s a proprietary tool that you need consultants to configure / customize off the shelf and also oops we have ran over budget and here’s half of what you wanted and now you’re too invested to go somewhere else
ACN was the same way when I worked there so 🤷♂️
do you have a sheet with EarningsTtm for all 500+ S&P500 tickers? i am not sure where to find the mistake
|Ticker|SharesOutstanding|EarningsTtm| :--|:--|:--| |AAPL|16185000000|100347000000| |BRK.B|2206000000|81997020000| |GOOGL|658544000|73875465920| |GOOG|658544000|73875465920| |MSFT|7479000000|72172350000| |JPM|2937000000|39649500000| |META|2707000000|36246730000| |BAC|8057000000|28521780000| |XOM|4213000000|25404390000| |PFE|5611000000|24968950000| |INTC|4089000000|24779340000| |VZ|4200000000|21588000000| |AMZN|10174000000|21467140000| |CVX|1965000000|20966550000| |JNJ|2631000000|19837740000| |WFC|3790000000|18381500000| |GS|343447000|17965712570| |UNH|938172000|17374945440| |T|7159000000|17110010000| |C|1942000000|16584680000| |HD|1028000000|16262960000| |MRNA|397760000|14430732800| |PG|2399000000|14202080000| |MRK|2529000000|14187690000| |CMCSA|4480000000|14112000000| |MS|1749000000|13974510000| |V|2083000000|13289540000| |WMT|2741000000|12800470000| |COP|1293000000|12619680000| |ABBV|1767000000|12386670000| |CSCO|4141000000|11843260000| |F|4020000000|11617800000| |QCOM|1120000000|11099200000| |UPS|873766000|10764797120| |KO|4335000000|10360650000| |PEP|1383000000|10165050000| |COF|393051000|10038522540| |NVDA|2500000000|9450000000| |MA|972645000|9386024250| |AIG|792192000|9308256000| |MU|1117000000|8991850000| |PM|1550000000|8959000000| |GM|1458000000|8879220000| |TSLA|1036000000|8588440000| |AVGO|403818000|8484216180| |REGN|109846000|8237351540| |TXN|922134000|8170107240| |CB|423711000|8016612120| |CVS|1311000000|7957770000| |LOW|639129000|7867677990| |ABT|1751000000|7616850000| |TMO|391462000|7570875080| |AXP|753060000|7530600000| |NUE|266062000|7455057240| |MCD|739605000|7055831700| |ACN|664188000|6954048360| |USB|1486000000|6895040000| |DOW|728102000|6734943500| |ORCL|2668000000|6643320000| |UNP|628025000|6631944000| |AMAT|869947000|6576799320| |OXY|937191000|6504105540| |LLY|950160000|6423081600| |CAT|533374000|6405821740| |DHR|727077000|6398277600| |HCA|295484000|6382454400| |MET|813206000|6334874740| |WBA|863773000|6279629710| |BLK|151503000|6117691140| |BMY|2129000000|6046360000| |LMT|266107000|6045951040| |NKE|1574000000|6028420000| |TFC|1331000000|6016120000| |DE|305636000|5898774800| |HPQ|1034000000|5831760000| |LYB|327622000|5762870980| |TGT|463696000|5643180320| |NOC|155445000|5641099050| |COST|442963000|5638918990| |IBM|899435000|5531525250| |MMM|569059000|5519872300| |AMGN|534200000|5454182000| |WBD|2427000000|5412210000| |HON|680733000|5180378130| |CI|317273000|5165204440| |SCHW|1817000000|5051260000| |FCX|1449000000|5042520000| |NFLX|444274000|5015853460| |MDT|1329000000|4983750000| |DHI|352030000|4970663600| |PNC|413581000|4888527420| |ADBE|472500000|4866750000| |SPGI|347100000|4828161000| |CHTR|167858000|4765488620| |DFS|280965000|4742689200| |FDX|259178000|4704080700| |PRU|375000000|4657500000| |GILD|1254000000|4514400000| |LRCX|138715000|4463848700| |EOG|585713000|4416276020| |AMD|1621000000|4392910000| |LEN|295490000|4340748100| |SBUX|1147000000|4312720000| |PXD|241959000|4176212340| |RTX|1487000000|4163600000| |MDLZ|1384000000|4152000000| |TSN|354548000|4045392680| |ICE|558266000|4041845840| |PARA|649101000|4024426200| |LIN|503453000|3947071520| |AFL|644165000|3942289800| |NRG|237284000|3898576120| |TRV|239961000|3832177170| |CSX|2174000000|3826240000| |SYF|501489000|3726063270| |PLD|748939000|3722226830| |HPE|1299000000|3676170000| |DUK|769899000|3672418230| |PYPL|1158000000|3531900000| |DVN|660000000|3511200000| |ALL|274983000|3426288180| |ELV|357347000|3319753630| |EL|357347000|3319753630| |EMBC|357347000|3319753630| |BK|807798000|3279659880| |GD|277705000|3268587850| |TJX|1172000000|3234720000| |MMC|501914000|3212249600| |WTW|111488000|3196360960| |KLAC|149235000|3098118600| |ADM|562708000|3066758600| |EMR|621998000|2998030360| |HUM|126493000|2997884100| |D|830650000|2990340000| |MO|1811000000|2988150000| |NSC|238333000|2962479190| |AMP|109904000|2930040640| |ADP|417747000|2844857070| |TROW|227297000|2836666560| |TMUS|1254000000|2821500000| |PSX|481086000|2766244500| |CME|359421000|2760353280| |STT|367115000|2753362500| |FANG|177493000|2706768250| |AEP|513544000|2685835120| |WY|744498000|2680192800| |ITW|311443000|2662837650| |DIS|1821000000|2658660000| |AMT|456347000|2646812600| |CARR|848242000|2621067780| |EXC|980210000|2597556500| |MOS|361993000|2584630020| |VLO|408096000|2534276160| |INTU|282812000|2528339280| |MPC|540995000|2504806850| |ATVI|781882000|2486384760| |TEL|322174000|2458187620| |VRTX|255756000|2447584920| |HIG|328865000|2427023700| |FITB|686087000|2415026240| |KDP|1419000000|2412300000| |APA|338232000|2381153280| |MTB|179431000|2354134720| |CFG|495446000|2348414040| |KEY|932471000|2331177500| |SO|1063000000|2296080000| |GIS|602212000|2276361360| |RF|934500000|2270835000| |AZO|19488000|2262556800| |DG|226997000|2226840570| |DISH|529995000|2220679050| |ETN|399000000|2218440000| |CTSH|521174000|2178507320| |APD|221773000|2175593130| |PGR|584900000|2164130000| |SPG|328647000|2149351380| |LUMN|1033000000|2148640000| |NXPI|262565000|2145156050| |KR|727753000|2139593820| |SLB|1413000000|2105370000| |ORLY|65725000|2070337500| |ZTS|470629000|2061355020| |BBY|225168000|2051280480| |LH|93176000|2047076720| |CINF|160440000|2045610000| |CE|108309000|2039458470| |MRO|707691000|2038150080| |CL|837942000|2027819640| |SYK|378154000|2019342360| |PCAR|347683000|1981793100| |MCO|184500000|1961235000| |HSY|205605000|1951191450| |PHM|237627000|1943788860| |CBRE|326861000|1918674070| |CMI|141098000|1911877900| |WM|415207000|1893343920| |BEN|499924000|1864716520| |ADI|519806000|1850509360| |WDC|313168000|1841427840| |BDX|285065000|1821565350| |PSA|175529000|1816725150| |SHW|260131000|1815714380| |LHX|192875000|1809167500| |DGX|117365000|1793337200| |STX|214844000|1783205200| |SIVB|58851000|1760233410| |KMB|336925000|1752010000| |ABC|209464000|1736456560| |CTRA|805805000|1724422700| |IP|370629000|1701187110| |CTVA|723700000|1700695000| |PH|128478000|1688200920| |APH|597139000|1683931980| |FISV|646394000|1674160460| |ISRG|358957000|1651202200| |CF|208602000|1629181620| |XEL|544653000|1628512470| |CNP|629449000|1598800460| |YUM|285164000|1596918400| |VICI|963002000|1588953300| |L|246108000|1587396600| |ROST|349926000|1581665520| |RJF|216659000|1579444110| |HAL|901976000|1560418480| |EW|621752000|1535727440| |ED|354295000|1534097350| |URI|71612000|1531780680| |K|337873000|1530564690| |HOLX|249381000|1526211720| |DD|508527000|1525581000| |WHR|56202000|1524760260| |NTRS|208380000|1508671200| |OKE|446616000|1505095920| |CNC|584887000|1503159590| |PFG|252684000|1493362440| |MAR|327298000|1485932920| |DLTR|224556000|1482069600| |WMB|1218000000|1473780000| |EXPD|167754000|1466169960| |ON|434506000|1459940160| |CCI|433032000|1459317840| |NEE|1965000000|1454100000| |FRC|179603000|1436824000| |BIIB|146452000|1433765080| |TT|233860000|1424207400| |VFC|388323000|1378546650| |DLR|284672000|1377812480| |PAYX|361017000|1361034090| |WEC|315435000|1356370500| |MNST|529671000|1355957760| |AON|212384000|1350762240| |EQR|376042000|1349990780| |CMS|290129000|1349099850| |SWKS|160926000|1337295060| |RSG|315891000|1336218930| |NVR|3290000|1330081200| |MGM|426052000|1325021720| |WRB|265193000|1323313070| |RE|39438000|1320778620| |SWK|150965000|1305847250| |IVZ|455025000|1301371500| |OGN|253637000|1301157810| |ES|344878000|1300190060| |AWK|181753000|1286811240| |MCHP|554501000|1286442320| |MSI|167297000|1256400470| |A|298708000|1251586520| |OMC|205733000|1248799310| |OTIS|422794000|1238786420| |FE|570932000|1233213120| |KHC|1224000000|1224000000| |JCI|695669000|1210464060| |LNC|171947000|1191592710| |CTAS|102325000|1184923500| |NDAQ|164678000|1164273460| |GWW|51102000|1158482340| |AVB|139818000|1124136720| |DOV|144163000|1118704880| |ODFL|113354000|1117670440| |ROP|105913000|1115263890| |FOXA|556749000|1113498000| |FOX|556749000|1113498000| |BALL|319789000|1112865720| |ECL|285655000|1105484850| |CPRT|237673000|1083788880| |SBNY|62928000|1083620160| |GLW|844612000|1081103360| |GRMN|193125000|1077637500| |PPG|236194000|1072320760| |TAP|216890000|1071436600| |ETR|203374000|1069747240| |IQV|189279000|1069426350| |HBAN|1439000000|1064860000| |BAX|503529000|1062446190| |MCK|145365000|1061164500|
MMM, SBUX, PYPL, GOOGL, AMD, FDX, QCOM, TROW, MU are some of the best out there.
Other ones that I like are ACN, AMZN, FB, ADBE, C, BLK, ICE, TGT, DIS, NKE
From small cap companies like Upstart, Pinterest, Best Buy seems promising but they are not as safe as the large cap but have tons of upside.
"they can only pay through Zelle or a ACN wire transfer"
strong characteristics of a scam in progress.
|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |AVGO|Broadcom Inc.|Technology|509.09|205579551414|25.22|09/01/2022| |HRL|Hormel Foods Corporation|Consumer Defensive|47.37|25866648451|27.06|09/01/2022| |HPE|Hewlett Packard Enterprise Company|Technology|14.06|18268580345|5.06|09/01/2022| |COO|The Cooper Companies, Inc.|Healthcare|323.49|15959860668|17|09/01/2022| |BF.B|Brown-Forman Corporation|Consumer Defensive|71.51|33665021141|41.01|09/07/2022| |CPB|Campbell Soup Company|Consumer Defensive|48.44|14559881651|15.49|09/07/2022| |KR|The Kroger Co.|Consumer Defensive|48.45|35259614025|16.68|09/09/2022| |ORCL|Oracle Corporation|Technology|70.7|188410189367|29.32|09/12/2022| |CPRT|Copart, Inc.|Industrials|112.88|26828482435|25.13|09/14/2022| |LEN|Lennar Corporation|Consumer Cyclical|71.93|20828151590|5.61|09/19/2022| |ADBE|Adobe Inc.|Technology|387.72|183197661804|37.87|09/20/2022| |FDX|FedEx Corporation|Industrials|243.24|63042506791|12.68|09/20/2022| |AZO|AutoZone, Inc.|Consumer Cyclical|2158.91|42071951214|19.08|09/20/2022| |COST|Costco Wholesale Corporation|Consumer Defensive|484.37|214557889273|38.15|09/22/2022| |ACN|Accenture plc|Technology|299.37|198312953156|30.17|09/22/2022| |DRI|Darden Restaurants, Inc.|Consumer Cyclical|119.81|14944416178|16.19|09/22/2022| |FDS|FactSet Research Systems Inc.|Financial|392.52|14875169090|38.54|09/27/2022| |KMX|CarMax, Inc.|Consumer Cyclical|98.36|15754498345|14.11|09/29/2022| |CCL|Carnival Corporation & plc|Consumer Cyclical|10.85|12166962577|#N/A|09/29/2022|
The tax law here is not settled. Find a tax lawyer or accountant with cryptocurrency expertise and ask them about aggressive-conservative range of tax positions you could take. Here’s an overview to get you started.
I think being a trader requires a specific election and paying capital gains on a mark-to-market basis each tax year. You should consult an accountant who specializes in this area (not necessarily the same one who has crypto experience, but it could be).
At the moment, you are in the (precarious) position of having won the game. Well done! You could consider taking some money off the table; but if you don’t then soberly consider the professional, financial, and emotional impacts of your GMX token going to zero. No matter what you do, well done for getting to this point.
(None of this is tax or investing advice, and is worth the $0.00 you paid for it).
What's gonna happen to $ACN after the earnings miss? How low can you go?
>Earnings $ACN https://t.co/Kq096hwIcj
^*Walter ^Bloomberg ^@DeItaone ^at ^2022-06-23 ^06:46:03 ^EDT-0400
I should have said over 25, since the last time I checked P/Es was when the S&P was at 3800. IBM is a dividend stock. Dividend stocks always will have lower PEs. The stocks I’m waiting for lower prices are ADBE, NVDA, ACN, AMD, and TMO. You might be forgetting AAPL got down to a P/E of 11 or 12 a few years ago. These stocks can fall much further. I’m a buyer when the P/Es are in the teens.
Thursday…ACN & FDX.
It’s hard to imagine FDX not having higher costs with recent gas prices. I’m not sure if they hedge the same way airlines do.
Looks like we are overstaffed. Buy $ACN puts.
“Failure to complete one required Ethics & Compliance course will result in 25% decrease to any base pay increase”
I will be messaging you in 2 months on 2022-08-13 17:55:33 UTC to remind you of this link
2 OTHERS CLICKED THIS LINK to send a PM to also be reminded and to reduce spam.
^(Parent commenter can ) ^(delete this message to hide from others.)
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Outsourcing revenue is typically constant in recessions, and may even increase in government spending. Consulting revenue will likely continue to grow in single digits.
Example in 2014 ACN revenues in the energy industry were flat even though every oil companies stock price was committing seppuku. Also look at ACN revenues across the board during COVID.
Uncertainty, volatility, change drives money for these guys.
Long Accenture since $80, hope retards like you keep bringing them in because you need 23 years olds in button downs to run your business for you.
!remindme 2 months
MSFT - tech growth potential with recession-proof gaming segment and B2B focus
TSN - produces animal protein for restaurant s and supermarkets, good economy or bad they sell
MCD - will always do well
CCI - communication infrastructure REIT gives exposure to growth in telecom without being dependent on a company's subscriber numbers
C - super diversified in the finance side with exposure to banking, investment and credit
DE - three principal areas they create equipment are agriculture, infrastructure and home building. Enough said.
ABT - pretty diversified for a pharma company with a number of segments with moats
TGT - of the retail, shown the most consistent and stable growth, which is why their percent held by institutions is higher than WMT, COST, HD & LOW
CVX - integrated is the way to go on energy, if I were playing up energy or splitting this, I would look at DVN
JCI - these guys are beasts at what they do, virtually no competition
Bonus round stable stocks with solid dividends and growth potential that are (even) less exciting - UNP, NEE, STAG, PEP, ACN
Obligatory "I'm not obsessed with dividends and want some growth" option: CRM
Then if you really wanted to spice things up, once you've got some real good diversification from all those other things, then and only then, AAPL. But last, absolutely last
>one business per ye
I think there's been some confusion on assuming by business I am referring to big companies I've tried to build, I am more so referring to side hustles such as freelance digital art, reselling sneakers ect. Also by failed I am not always referring to the business collapsing sometimes its just trial and error testing things and finding out there not for me ect. maybe a better way to put it than failed would be to say businesses I chose not to continue. and yeah currently not registered with a business name, our ABN which for anyone outside of Australia is an Australian Business Number, is registered under my legal name, we are in the process or getting our ACN ( Australian Company Number)
Rebalanced slightly and trying not to react to the silliness in the markets/news on day-to-day or even week-to-week basis, everything going into the portfolio is aimed at long term investing and not trading with the exception of Bungee and some short duration options from time to time when the VIX hits 20 (SQQQ calls) or 35'ish (TQQQ calls).
QCOM - 10.38%
MSFT - 8.76%
GOOG - 7.53%
LMT - 7.37%
MRNA - 6.97%
IONQ - 5.63% (traded out of it at the Scorpion news and back in after the last earnings call when the BS had been dispelled, managed to double the amount of shares for roughly the same basis, obviously could have been a massive blunder)
BG - 5.05% (trade through the fall when wheat prices go bonkers)
ACN - 4.91%
NVDA - 4.65%
IT - 4.56%
FB - 4.43%
PATH - 3.88%
GANX - 3.59%
OMIC - 3.48%
XPO - 3.36%
ITA - 3.34%
ADSK - 3.28%
DIS - 2.95%
UPST - 2.45% (this one hurt, overall basis was 158 so not the worst, sitting tight for now as the holding is less than a year old and I still see a likely potential big upside in the longer run)
NNOX - 2.33%
SKLZ - 1.04%
MTUM's top 25 holdings list
Tesla Inc. TSLA 5.53%
Microsoft Corp. MSFT 5.09%
NVIDIA Corp. NVDA 4.85%
Eli Lilly & Co. LLY 3.76%
JPMorgan Chase & Co. JPM 3.69%
Costco Wholesale Corp. COST 3.46%
Bank of America Corp. BAC 3.43%
Accenture PLC Cl A ACN 2.75%
Alphabet Inc. Cl A GOOGL 2.72%
Thermo Fisher Scientific Inc. TMO 2.70%
Alphabet Inc. Cl C GOOG 2.50%
Adobe Inc. ADBE 2.42%
Intuit Inc. INTU 2.34%
Wells Fargo & Co. WFC 2.30%
ConocoPhillips COP 2.14%
Oracle Corp. ORCL 2.13%
Blackstone Inc. BX 1.79%
Morgan Stanley MS 1.54%
Moderna Inc. MRNA 1.53%
Goldman Sachs Group Inc. GS 1.38%
Charles Schwab Corp. SCHW 1.30%
Target Corp. TGT 1.15%
Applied Materials Inc. AMAT 1.15%
Fortinet Inc. FTNT 1.07%
BlackRock Inc. BLK 1.06%
I worked at ACN for 4 yrs. I know IBM well, as I worked on consulting projects on clients that also had IBM guys on site.
yes, this yr XOM is doing better than AMZN. this is a risk off market. doesnt mean XOM is a higher qualty stock than Amzn or XOM will do better than Amzn next 5 yrs.
Btw, my cost basis in Crwd is $70. so I m still up, altho lots of gains have evaporated past month. also i sell covered calls each week. pretty juicy premiums.
ACN 5/27 270p
Expecting a morning rally across the board to trap in buyers, followed by a violent sell off into the afternoon to close. Got my eye on ACN, EXPE, INTU, SPLK, and WDAY to the downside. Stay nimble in these markets, and take profits.
Lol if it's Accenture, then max it out. There is no downside. The price of the stock on the day it is purchased is discounted by 15% so you can effectively never lose money this way - specifically if you sell it the day after it is acquired. If you do want to hold it for a full year to avoid the tax penalties, then fair play to you and that's a different risk calculation you'd have to take into consideration.
FWIW - I did that at ACN (selling it immediately) for 4 years and it comes out to like a free 9% profit or a few grand a year on an analyst / consultant salary.
Msft, aapl,upst ,jjm ,tags ,spxl , nvda,amd,urnm,abt,acn,unh.
Yes, I think it is called ACN or something. Based out of NC.
- Arthur Andersen...they were stripped of their license by a judge, and kicked out from u.s.a.
- They change their name to accenture [COLLECTION Agency]
- and moved to canada/stock-ACN-338.46/Ex-dividend-date: April 13, 2022
- Full Time Employees [DEBT collectors] 699,000
AMZN and ACN
Strike on ACN?
Too much technology, too much FANG.
I did like Roku and did well with it in 2020, but I would not return to it at this point - there was a point where Roku simply had to "have all the apps" - they succeeded for a while being the neutral party. Now they're getting into their own content, they're facing greater demands from app providers (the fight vs Google recently) and some consolidation is likely to happen (HBO + Discovery.) They previously broke even with the devices, lately that's harder to do with supply chain issues and other rising costs. Additionally, for some reason Roku has the worst shareholder base - even pre-covid, it always felt like even the slightest hint of something competitive would absolutely tank the stock.
Paypal and Block I sold early this year, holy shit they have since fallen way more than I could have expected and honestly, I have no interest in returning to fintech. Paypal's woes are to some degree self-inflicted with the failed Pinterest purchase and the long-term guidance that was scrapped. With Block, Dorsey's just kind of terrible.
I'd honestly rather say something like ASML than Block and maybe Blackstone instead of Paypal.
. "Johnson & Johnson- 4%"
Would rather Thermo Fisher.
"Home Depot- 4% Nike- 4%"
"Amazon- 6% Google- 6% Microsoft- 6% Meta- 6%" Apple- 6%"
If you really want all of these I'd say consider 4% for each and take the 10% difference and look elsewhere besides tech. Copart, Intuitive Surgical, Abbott, etc. And really, with Meta you're increasingly reliant upon a bet that won't materialize for years and may or may not succeed.
"Coca Cola- 4%"
I'd rather LVMH, which is just so superbly run by Arnault and continues to become a larger and larger conglomerate devoted to all things luxury, including drinks. Coke isn't a bad business, I just think I'd go with something with a little more growth. Even WMT or TGT.
"Zoom- 3%" "Salesforce- 4%"
I'd rather something like Adobe and Servicenow. The outsourcing cos - DAVA, ACN - also might be something to consider.
I just don't see the path to profitability. TTWO being back to just about 52 wk lows after ATVI being bought and some discussion of eventual GTA VI is a more interesting prospect to me. In terms of Uber and re-opening, inflation is putting a strain on discretionary income but if you want to play re-opening I'd rather something like HLT.
I finally knocked on some doors after seeing anecdotes on FishBowl.
Putting in notice tomorrow. Firm down the street offered +35% and $50k sign on. What? And my gut is saying my current firm is probably paying that for their people. They just can't justify carte-blanche raises for everyone internally. If you're Big 4/ACN/Boutique, and haven't hopped, at least feel it out.
Some implied moves for earnings next week ->