Power To The Elbow

October 24, 2023

Should GE Complete the Spin-Offs?

GE has already split off GE Healthcare and plans to separate its remaining two units, GE Aerospace and GE Vernova (Power and Renewables). The analysis, based on industry average P/E ratios and recent results, suggests that separate companies would be more highly valued. Despite losing $1.4 billion in the last 9 months, combining Vernova’s renewable… Continue reading

10-Q Summary, Business Strategy, Stock analysis

Aerospace, GE, GE healthcare, GE Vernova, P/E ratio, Spin-off, valuation, What 3 companies will GE split into?, What is the next GE spinoff?
October 23, 2023

Can CSX’s 10-Q predict a recession?

The U.S. Department of Transportation uses the Transportation Service Index (TSI) to monitor the health of the U.S. economy. The TSI, however, doesn’t provide industry-specific insights. Rail transportation company CSX Corporation’s detailed breakdown reveals a drop in Agriculture and Forest Product transportation, a significant increase in Automotive transportation, and minimal overall change in total goods… Continue reading

10-Q Summary

10-Q, Agriculture, Automotive, CSX, Railways, recession, Tesla, TSI
October 21, 2023

4 Takeaways from the Netflix 10-Q

Netflix’s future reliance on debt markets is predicted to decrease, given the company’s $7.8 billion in liquid assets and $14.3 billion in debts. With $9.5 billion content obligations due in the coming year, cash flow generation remains a focus. Despite reduced content production, the company has seen subscriber growth in all its global regions. Non-material… Continue reading

10-Q Summary

10-Q, debt, free cash flow, Is Netflix profitable 2023, Mail DVDs, Netflix, Netflix earnings, netflix investor relations, NFLX, stock buybacks
October 20, 2023

5 Takeaways and 1 Must-Know from LMT’s 10-Q

Lockheed Martin does not foresee increased sales due to the Ukraine war in 2023, though the conflict has generated interest in some products. The company believes that delays could occur in future projects if US congressional budget issues continue. 74% of the business was with the US government, 24% with foreign governments, and the F-35… Continue reading

10-Q Summary

10-Q, Airplane sales, Appropriations, Buyback, Cost-plus contracts, F-35, F35, Investor Relations, LMT, Lockheed Martin, Share buyback
October 17, 2023

Is An Expensive Stock A Good Short?

Steve Eisman, known for predicting the 2008 housing crisis, recently stated that bank stocks are currently uninvestable due to their low prices, noting that investing only because something is cheap is a trap. He emphasised the complexity of shorting stocks, and likened it to misjudging the value of an overpriced sports car which could still… Continue reading

Trade Ideas

dividend stocks, Expensive stocks, Famous short sellers, growth stocks, overpriced, Short selling, Shorting a stock, Should you short overvalued stocks?, value investing, What makes a good stock to short?
October 16, 2023

What I Learned From Tesla’s Second Quarter 10-Q

Tesla has demonstrated significant financial solvency, with growth in its inventory and the capability to fully self-fund its operations. Decreasing profit margins due to falling car profitability and regulatory issues pose concerns. While Tesla has grown hugely in China, political tensions pose challenges. Future risks include potential capacity constraints and vulnerability to increased interest rates. Continue reading

10-Q Summary

SEC Filings, Tesla, Tesla 10-Q 2023, Tesla 10-Q q2 2023, Tesla investor Relations, TSLA
October 12, 2023

Birkenstock’s Value Using P/E

The article discusses the valuation of Birkenstock in comparison to its industry peers using the Price/Earning (P/E) ratios. Birkenstock’s P/E ratio of 41.26 is overpriced compared to the footwear industry average of 26.56 and its closest competitor, Crocs, which has a P/E ratio of 7.95. Despite differences in brand orientation and debt levels, the analysis… Continue reading

ipo, Stock analysis

Average PE, Birkenstock valuation, Footwear and Accessories industry, How much is Birkenstock worth?, ipo, PE ratio, Price to Earnings, Share price
October 11, 2023

Who bought shares of Birkenstock’s IPO?

Birkenstock’s IPO debuted on the NYSE under the ticker BIRK, opening at $41 and closing at $40.20, below its pre-listing estimates, leading to disappointment. Trading IPOs is challenging and usually left to expert investors due to the complex and uncertain processes involved. This article explores who trades the first day a stock is available. Continue reading

ipo

BIRK, Birkenstock ipo, birkenstock ticker, ipo, Is Birkenstock going public, What is Birkenstock IPO price?
October 10, 2023

3 Ways to Trade Realty Income (NYSE – O)

The post discusses three strategies for trading NYSE – O stock: buying the stock and collecting dividends, selling an out-of-money put at a comfortable strike price, and selling a short put spread to mitigate downside risk. Each strategy relates to different investor attitudes towards risk and return expectations. It emphasizes the importance of aligning trading… Continue reading

Trade Ideas

Call, dividend income, Does Realty Income outperform the S&P 500, good investment, How to invest in Realty Income Stock, options, Portfolio, Put, Realty Income dividend, REIT
October 9, 2023

Why recommend Realty Income (NYSE – O) now?

Most commercial real estate REITs have gotten a bad reputation for trading down. Is it justified? This article will explore Realty Income (NYSE- O) and provide you with the information you need to make better investing decisions. Cory Renauer’s article with The Motley Fool on Oct. 7, 2023 was about Realty Income (NYSE – O).… Continue reading

Stock analysis

Is Realty Income a buy or hold?, NYSE – O, O, Realty income dividend history, REIT, Who are the top 10 tenants in Realty Income?

About David Kallevig

David Kallevig is a father, entrepreneur, finance enthusiast, and avid reader. He graduated from Case Western Reserve University with a BS in finance and minors in entrepreneurship and communications. He founded Index Coffee and Books and has over 15 years of experience following the stock market. David is a proud member of the CWRU Athletics Hall of Fame and has a rapid chess rating on chess.com of 1800.