@DeepIceValue Can't they be selling to take some profits? From what I can see $MU is making a good profit margin, and it's rising. Price has spiked but PE ratio is okay for a tech stock at 35.
Check out the profit margin in gray
https://t.co/4CZIt9uQae
@Barchart $NFLX are starting to look good again. Profits are up, share price is down. P/E is coming down as well. Check out the gray line vs blue (profit margin vs share price)
https://t.co/Q87HCPLq3Z
@Barchart That share price is going through the roof. Profits are up over 40%, but this has happened in the past with no big share price jump.
https://t.co/b4gOXuy7F4
$MMS (McMillan Shakespeare ASX) - seems like a solid dividend payer
From what I can tell this a solid business making good and reliable income, and pays out that income in dividends.
they provide
* salary packaging
* novated car leasing
* fleet management
* NDIS stuff
Looks like they're not a growing business, but their income is reliable and they just pay it all out as dividends.
You can see in the chart below their dividend payout has been ~7%-10% since 2008 (green). Their net income has been fairly reliable (purple)
https://t.co/vSrmctlMgG
I don't think it's for me, because I prefer growth over dividends, I'm earning a decent income and dividends means I lose to the tax man. Thought it might suit those nearing retirement
$EDU (on ASX) looks promising, give me a reason not to buy
Looking at the price chart they were up around $130 but have tumbled to ~80c. That seems due to huge share dilution. However they're now starting to make revenue and Profit since 2020 (even through COVID)
Revenue is in light orange and profit is in gray
https://t.co/cascI3RNNf
Looked up some reviews and they all seem pretty positive for the business itself. Catering to international students with courses focused on real jobs
Tell me why I shouldn't buy this.
@michael_ardeno@MarcosMillaYT The stock would go up even higher because they'd have much less production costs if they didn't have to build iPhones. More profits!!
@MarcosMillaYT Of these companies $CRM (Salesforce) has definitely taken a recent hit. Although profits are still good there has been a lot of talk about AI making CRMs obsolete.
https://t.co/joc76UoF8A
I'll believe it when I see it. Lots of companies are deeply integrated into Salesforce.
$RIGL - Rigel Pharmaceuticals a couple of new drugs and they're starting to make a profit
P/E is still very low at 1.55. They made their first profit last year. It's very high, and a lot of that is as a result of deferred tax, so next year don't expect as much.
Two newish drugs, Gavreto (new to them) and Rezlidhia (internally developed drug) as well as their existing Tavalisse.
You can see profit margin has shot up, in brown, for the last reporting period
https://t.co/QiNE6b1wPG
Definitely something to watch.