Outlook:Bullish Long Term Target:70.00 Current Price:52.66 Idea Generated at:Nov 15, 2019 Reiterating BUY after 3Q19 results While Activision beat its 3Q guidance, revenue and EPS were still down double digits on a tough compare to 3Q18 which included the 'Destiny' videogame that was divested in January, 2019. However, 4Q is looking quite positive with strong launches of both 'Call of Duty: Modern Warfare' and 'Call of Duty Mobile.' Management expects to redirect resources to its most profitable games and to new revenue streams like e-sports. We are raising our 2019 non-GAAP EPS estimate to $2.25 from $2.19 and our 2020 forecast to $2.56 from $2.51.
Outlook:Bullish Long Term Target:120.00 Current Price:98.05 Idea Generated at:Nov 12, 2019 3Q hurt by GrubHub write-down; selling overdone Our positive view of Yum reflects the company's' cost-cutting initiatives and shift to a franchised business model. We note that franchise royalties provide highly reliable cash flow and deliver better margins than company-owned restaurants. Reflecting higher G&A costs as a percentage of revenue, we are lowering our 2019 EPS estimate to $3.80 from $3.90 and our 2020 estimate to $4.30 from $4.40. However, both estimates remain above consensus. Our revised target price of $120, combined with the dividend, implies a potential total return of 23% from current levels.
BABA is a monster stock from china and it is poised to do excellent in coming years. 120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words
Great stock. I think this will start showing some strength and outpacing the general market.120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words
Caught the dip today. Nice company great. Great growth just turning profitable. 120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words120words
LONG $TNDM ... Breaking out to ATH very close to becoming profitable. This is the best insulin pump on the market by far.. Could be a great investment!
I hold shares and am up over 20% at this point.
