SurgingEarnings

A trustworthy source of interesting news on value and growth stocks. I read scores of articles every day and post only the best. NOT investment advice.

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I could be tempted to go long $PYPL after yesterday's drop. Q4 and guidance was disappointing but not surprising given COVID had brought forward a lot of demand. Longer term it looks attractive. #valuestocks #growthstocks https://t.co/ZXdr7KpTeq

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5/5 That growth could support an SP of $23 on an earnings multiple of 15 compared to the current $11. Perhaps that is what Lake Street Capital Markets are basing their $20 target price on.

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1/5 Sportsman’s Warehouse up 3% to $11 after Lake Street Capital Markets reiterate a $20 TP

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4/5 The rosey outlook supports DCF forecasts posted by the company last year showing EPS increasing c.10% annually to $1.55 over the next few years (P. 50-51 https://t.co/LJixI6fgrP )

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4/4 Over 40% of customers first hear about Cricut through word of mouth. Check out its unofficial subreddit and watch the video
https://t.co/Tv2h2Fcqi2

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1/4Cricut rises 3% as 10% owner Abdiel Capital buys yet more shares. Cricut designs and markets machines that enables users to turn arts and craft ideas into professional-looking handmade goods.

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3/4 Additionally Cricut benefits from a marketing flywheel and strong network benefits. The more Cricut’s community of users create, the more Cricut benefits from the network effects that drive new user acquisition and engagement.

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3/3 Full year revenue up 53% with expected annual recurring revenue of $70 million to increase to $100-105 million next year through customer wins and the acquisition of maritime vessel tracker exactEarth.

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1/3 Spire Global $SPIR, the satellite as a service company, jumped 8% yesterday after it announced preliminary Q4 results and 2022 guidance. https://t.co/mX2envSbMM

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2/3 Investors have had a tough ride with the stock down about 75% from its launch and 87% from its peak to a market cap of $346 million but yesterday the company had some good news

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2/2 $ATKR reported a 65% increase in sales, increased margins and a 140% increase in net income. 2022 EPS was guided to be in the range of $12.80 - $13.60. Closing SP was $107.78

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1/2 Atkore International $ATKR (the manufacturer with an eclectic collection of electrical, safety, and infrastructure products) jumps 12% after reporting record results and raising guidance significantly. https://t.co/rHL6HKp2sh #valuestocks #growthstocks

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Does Kohl’s run up not mean Macy’s is worth more than $7bn with a real estate portfolio worth $17bn? $M $KSS #valuestocks https://t.co/lw04kQCq0D.

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The firm manufactures, distributes, and markets these brands. It’s an attractive asset-light business, with timeless brands, and plenty of room for more growth. Especially if the company diversifies into make up.

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Inter Parfums $IPAR (a fragrance company that owns two brands and does licensing deals many others such as Karl Lagerfeld, Jimmy Choo, Coach, Guess, Kate Spade) just reported sales up 15% to a record $210.8 million and raised guidance. #growthstocks https://t.co/yWcWwggkTM

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5/5 The government has signaled its intention to exit its remaining holding and this is swamping the market. However, the government's exit should provide opportunities for the company to attract top talent and also start paying dividends again.https://t.co/umBLmHXNPi

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1/5 Bank of Ireland has “supernormal” profitability, reducing competition and a cheap valuation #valuestocks https://t.co/RGNXBOTTZ4

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4/5 A report in the Irish Independent 5 years ago claimed Irish banks enjoyed a “supernormal” level of profitability three times more profitable than the average Eurozone bank. A position that is likely to be strengthened by reduced competition.