ns11g14aol  
60â—‰
Member since: 2021-03-06
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Posts: 6
Replies: 5

This person is pretty Cool
Stocks
Zillow down 50% is it time to buy?
By: 
👤 ns11g14aolNikz 
💬 6
   Aug 21, 2021

Estate Agent + Mortgage Broker + Reit all in one? $17bn market cap. Seems pretty cheap https://invezz.com/news/2021/08/20/heres-why-josh-brown-bought-zillow-group-stock/ $Z


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Inflation Proof Plays
By: 
👤 ns11g14aolNikz 
💬 6
   May 10, 2021

$EBAY had been a somewhat stagnant player in the e-commerce realm for the past few years, but it sprang back to life this past year amid a sudden interest in e-commerce during the coronavirus pandemic and a new CEO that took over in April 2020. The share price doubled from around $30 to $60.

On Feb. 3, 2021, eBay released its fiscal fourth-quarter 2020 results for the quarter ending December 2020. The Company reported earnings-per-share (EPS) profit of $0.86 excluding non-recurring items versus consensus analyst estimates for a profit of $0.83, beating estimates by $0.03. Revenues rose 28.3% year-over-year (YoY) to $2.87 billion versus $2.71 billion. The Company raised its quarter dividend to $0.18 per-share and expanded its share buyback program by an additional $4 billion.

Upside Guidance eBay also issued upside guidance for Q1 2021 with EPS in the range of $1.03 to $1.08 versus $0.86 consensus analyst estimates. The Company guided Q1 2021 revenues in the range of $2.94 billion to $2.99 billion compared to the $2.54 billion consensus analyst estimates.

Despite the strong seen in recent quarters the company still trades at a of 15 P/E and fwd PE of 13. But what I find most compelling about this company is the amount of value they return to shareholders in the form of buybacks with the share count coming down from 1.1bn to under 700m. This frantic buyback program is sustianable given the P/E and allows for a great return to investors.

In this current enviroment of inflation having a % fee is a powerful tool in order to sustain the business in the long term.


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$VIAC to the moon
By: 
👤 ns11g14aolNikz 
💬 6
   May 06, 2021

ViacomCBS Inc (VIAC) 2021 Q1 results : Beats EPS (earnings per share) by 25.16%. Reported $1.52 versus $1.21 expected. Beats revenue by 1.86%. Reported $7.41 billion versus $7.28 expected. Operating income was $1.52 billion and free cash flow was $1.589 billion. VIAC truly is a cash cow. Buy on dip.

Global streaming subscribers rose to 36 million (adding 6 million subscribers).TOTAL streaming revenue (from advertising and subscriptions) was $816 million. This is a 65% increase over Q1 2020.

Delivered 69% Year-Over-Year Growth in Streaming Subscription Revenue, Driven by the Significant Momentum of Paramount+ Operating income (OI) was $1.52 billion. This is a 69% increase over Q1 2020. Free cash flow (FCF) was $1.589 billion. This is ONLY a 419% increase over Q1 2020.

In March 2021, ViacomCBS completed the early redemption of senior notes maturing in 2022 and 2023 for a total $2.0 Billion. In March 2021, the company also raised $2.7 Billion of capital through an offering of Class B common stock AND mandatory convertible preferred stock. As of March 31, 2021, the company had $5.5 Billion of cash on its balance sheet and a committed $3.5 Billion revolving credit facility that remains undrawn.

VIAC is still truly undervalued at under $50 per share. This is a company with a very bright future and deservse a PE ratio of atleast 15 not 10 $VIAC


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$VIAC Is it too cheap to ignore after massive margin call
By: 
👤 ns11g14aolNikz 
💬 6
   Apr 03, 2021

Anyone else think the CBS stock at under $45 is a bargain? Running at 12 PE ratio on trailing earning and hopefully the move into streaming will help improve and secure its future earnings? I was calculating fair value at around $60-$80 depending on the success of future projects. So a worst case of 33% upside seems pretty good. $VIAC


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