Peter Eller

Former FI & EQ deriv, now doing FX. LT value investing/some trading. Like to share trades and ideas, all views my own. Always down for a good run, swim or bike

[Peter Eller @Peter_Eller10]

$AAPL

[Peter Eller @Peter_Eller10]

$LULU doubled+ its headcount from 2019, no cuts yet, some not so great times coming in near future (employees, maybe a small boost for stock)

[Peter Eller @Peter_Eller10]

Whats the deal with exchanges selling off big last few days? $CBOE $CME $ICE

[Peter Eller @Peter_Eller10]

Pair this with what I am seeing as empty HD/ LOW stores on MDW (I worked at $LOW as a summer job in HS outdoor garden, it was non-stop from 6a-close) so seeing that is a big shock

[Peter Eller @Peter_Eller10]

$DLTR up 18% on earnings is probably not the best thing showing a strong economy.. stopped in there for some things last weekend and line was 10-15 deep baskets full of stuff..

[Peter Eller @Peter_Eller10]

@DadInvest @FFF_Gatsby @ajoshhoward @bobbyfijan Taking mine 6/15 son was born last Dec, but still planning to engage regularly on my 4 mos off

[Peter Eller @Peter_Eller10]

@JohnDoeKnowsGuy Maybe Knicks knock-on effect, Dolan fam

[Peter Eller @Peter_Eller10]

$AMCX quietly back to those 2024 summer levels @JohnDoeKnowsGuy

[Peter Eller @Peter_Eller10]

$VRRM move seems a bit overdone no?

[Peter Eller @Peter_Eller10]

$GIS probably topped out here on div 7.2% 2.44/yr packaged foods need to harbor cash and get debt in order for next couple years, margin compression, MAHA knock on effect not great lately

[Peter Eller @Peter_Eller10]

I’ve been suspended on bl*esky? No idea what I did

[Peter Eller @Peter_Eller10]

$FLO cut 50%!! boom

[Peter Eller @Peter_Eller10]

$FLO div announcement should come sometime in the next week, current yield is 13%+ now .. expect a big cut but if not, then it will go the way of $BGS (do the right thing and preserve cash)

[Peter Eller @Peter_Eller10]

$CAG later on (early July) expecting cut to .15-.20 per Q or .60-.80 annualized from 1.4 again if not then run away

[Peter Eller @Peter_Eller10]

Joey B was the best commodities trader to ever be our prez

[Peter Eller @Peter_Eller10]

Remember when Biden draining the SPR was viewed negatively

[Peter Eller @Peter_Eller10]

@JohnDoeKnowsGuy Congrats man!

[Peter Eller @Peter_Eller10]

30 year quietly making some new cycle highs

[Peter Eller @Peter_Eller10]

$MCD drawdown largest since 2020, worth a look

[Peter Eller @Peter_Eller10]

Lotta stuff out there either cheap or NGMI -- $NKE $WHR $DG $DLTR $MCD

[Peter Eller @Peter_Eller10]

$BW equity something of a miracle from just even 9 or so months ago