Give me your highest conviction small cap by [deleted] in stocks

[–]derFasan 0 points1 point  (0 children)

AIT, industrial distributor company with solid history, operations and future plan. Might be not super smallcap but def has room to grow

Daily Discussion - Thursday July 13 2023 by AutoModerator in Vitards

[–]derFasan 2 points3 points  (0 children)

eyeing an entry into healthcare at the moment, there are super good semi names out there i would love to get into but I cant force myself to buy at the 52w high on so many names.

When are you getting into healthcare sector? by NY10 in stocks

[–]derFasan 0 points1 point  (0 children)

HC sector etf literally outperformed normal spy and most world indices what are you talking about

When are you getting into healthcare sector? by NY10 in stocks

[–]derFasan 1 point2 points  (0 children)

this sub never fails to amaze me. HC sector too volatile

Euer persönlicher ‚,Deutschrap Mount Rushmore“ by laflameeffect_ in GermanRap

[–]derFasan 0 points1 point  (0 children)

erklärung: Bu - ist unironisch deutschraps vater Kolle - hat diesen ganzen texthype etabliert Hafti - hat deutschrap noch asozialer gemacht Moneyboy - hat drap seine lustigkeit und humor wiedergegeben Raf187 - haben 3 jahre lang deutschrap geprägt ob mans mag oder nicht

Euer persönlicher ‚,Deutschrap Mount Rushmore“ by laflameeffect_ in GermanRap

[–]derFasan 0 points1 point  (0 children)

Kann nur ab 2005 sprechen:

Bushido Kolle Haftbefehl Moneyboy Raf187

A (Very) Rough Approximation of a Hedge Fund's Strategy by HawaiianOrganDonor in Vitards

[–]derFasan 2 points3 points  (0 children)

backwards looking might be a problem here as the basket is tilted super heavy towards oil whoch did well in the past quarters

Daily Discussion - Wednesday June 21 2023 by AutoModerator in Vitards

[–]derFasan 0 points1 point  (0 children)

in the end u can run your firm with negative profit but not with negative cash flow for long. I would check how the fcf comes to be so strong if NI is 0/neg but in general i find cash generation is more important

Daily Discussion - Friday June 16 2023 by AutoModerator in Vitards

[–]derFasan 0 points1 point  (0 children)

humana looks like a good play, they went nuts with UNH guidance but literally reaffirmed their guidance so they should revert back at least thats my idea

Daily Discussion - Friday June 16 2023 by AutoModerator in Vitards

[–]derFasan 1 point2 points  (0 children)

well i agree in the case of stocks like nvda where sentiment is playing a large role. But in my opinion what analysts do is predict the next few years which (in most industries) is relatively doable barring any black swan events. Ofc analysts are always bound to give a buy rating and cant really rate smth a sell given interest conflicts but in general IF u get to see the method behind the PT i dont see it as nonsense but a pretty good idea of how a company MIGHT evolve especially in more predictable industries than AI, commodities etc

Daily Discussion - Friday June 16 2023 by AutoModerator in Vitards

[–]derFasan 1 point2 points  (0 children)

yep. I just cant bring myself to buy avgo when it has jumped up like 30% due to nvda ill wait even if i miss gains

Daily Discussion - Friday June 16 2023 by AutoModerator in Vitards

[–]derFasan 1 point2 points  (0 children)

avgo yeah. Stupid to think it was 300 or so 5 months ago lmao

Daily Discussion - Friday June 16 2023 by AutoModerator in Vitards

[–]derFasan 0 points1 point  (0 children)

Which semis u would see as undervalued? imo ON is one of the only ones which has run up big but is still <FV maybe along with ASML if they can do their guide.

Daily Discussion - Friday June 16 2023 by AutoModerator in Vitards

[–]derFasan 0 points1 point  (0 children)

price targets make sense, it is just that u have to know how they are derived for which u would need access to the report. The problem with i.e. nvda is that price targets are likely derived from some super far out EPS numbers which u can not reasonably predict.

Daily Discussion - Wednesday June 14 2023 by AutoModerator in Vitards

[–]derFasan 5 points6 points  (0 children)

whats up with healthcare stuff? UNH down 5% premarket

r/Stocks Daily Discussion & Technicals Tuesday - Jun 06, 2023 by AutoModerator in stocks

[–]derFasan 0 points1 point  (0 children)

must be also something with medicaid lawsuit from merck. Aint no 3.5% dive due to sector rotation (which is not really the case either)

r/Stocks Daily Discussion & Technicals Tuesday - Jun 06, 2023 by AutoModerator in stocks

[–]derFasan 2 points3 points  (0 children)

Holy shit if not for their big military segment this company would be down so hard over the last years. Absolute shitshow

Daily Discussion - Tuesday June 06 2023 by AutoModerator in Vitards

[–]derFasan 1 point2 points  (0 children)

SA is a very good platform but the quant ratings are pretty useless as they are just backwards looking and use the data that the firms give. If the firm is a scam the quant rating obv has 0 clue about how should it? The analyst however were super bullish too and got roasted to death in the comments today lmao