Stock Discussions 2024

[Konebhar6]

40 minutes ago, krishnaaa said:

Here is my idea behind Kohls(KSS) play. Correct me if I am wrong.

We will have to imagine Kohls after rate cuts....not in its current situation.

They received a buyout offer above 60 before. That was when I sold.

But the price now is ridiculous. The move towards(due to money crunch..not the original move) discount outlets,Costco,walmart and Amazon for clothing increased recently due to money cruch situation caused by high interest rates. I would expect atleast 50% to return. 50% would remain due to habit.

Kohls also has valuable real estate with huge parking lots which can be utilized for temp rentals, EV chargers etc.

Its real estate piece alone is greater than the market cap.

Adding to it, Sephora sales are going to increase further after rate cuts. Right now people are making do with cheap ELF cosmetics. Once they have money, they would like to spend on more decent brands.

I wouldn't expect 60 again this time.....probably in low-mid 40s.

And 10%+ dividend while we wait 😀

Good/Decent -

The payout Ratio seems a bit high, but not too bad. Dividends should not be in danger.

Its debt/Equity is also not bad at 1.08. Adding Sephora is a good move. 

Bad -

Shopping Trends changed after COVID. People shop more at COSTCO, and discount stores like ROSS, MARSHALLS. 

Forward PE is high meaning analysts expect lesser earnings next year.

Bottomline - A lot depends on their ability to attract more/new customers into stores. 

@krishnaaa Who do you think would buy Kohls? There was a lot of rumors that AMZN was interested a few yrs back. 

[The_Mentalist]

Okati esa

Success aithe cheptha

naadhi oka lav da lo logic so success avaka povachu

Fail ayye lopu lepestha anna confidence aithe undhi

lets see

[SwamyRaRa]

1 minute ago, The_Mentalist said:

Okati esa

Success aithe cheptha

naadhi oka lav da lo logic so success avaka povachu

Fail ayye lopu lepestha anna confidence aithe undhi

lets see

Vuu

[megadheera]

6 minutes ago, The_Mentalist said:

Okati esa

Success aithe cheptha

naadhi oka lav da lo logic so success avaka povachu

Fail ayye lopu lepestha anna confidence aithe undhi

lets see

Aaputhava ee jyothi Lakshmi threads ani @csrcsr uncle saying 

[csrcsr]

5 minutes ago, The_Mentalist said:

Okati esa

Success aithe cheptha

naadhi oka lav da lo logic so success avaka povachu

Fail ayye lopu lepestha anna confidence aithe undhi

lets see

anna neee logic as per my guess (i may be wrong ) you will go to yahoo finance or some financial app you sort by most loosers  or gainers in a day , 

Most lost stock ni long chestav  or which abruptly lost its value dani long chestav

else most gained stock ni short chestav anthe naa anna

[The_Mentalist]

1 minute ago, megadheera said:

Aaputhava ee jyothi Lakshmi threads ani @csrcsr uncle saying 

Aagadhu

ee poratam nak monna stocks lo ochina profits anni mrodda gudisi poye varaku aagadhu

[The_Mentalist]

1 minute ago, csrcsr said:

anna neee logic as per my guess (i may be wrong ) you will go to yahoo finance or some financial app you sort by most loosers  or gainers in a day , 

Most lost stock ni long chestav  or which abruptly lost its value dani long chestav

else most gained stock ni short chestav anthe naa anna

Nen idhi edho pedha logic anukunna

idhi andharki thelsa?

[csrcsr]

Just now, The_Mentalist said:

Nen idhi edho pedha logic anukunna

idhi andharki thelsa?

Rofl first correct a kada cheppu ? i guessed it bro that's one of pattern

But be careful bro when you that strategy some times are books are cooked fraud stocks unatyi

never follow blindly look at the books of stock,  some fundamentals like pe ratio , 52 week high low entha etc etc 

For example smci was 1000 plus it went to 300 and came back to 440 , they still not filed 10k filing if they don't adhere it might loose all

Paina example but never follow those strategies without fundamental of stock, yes some times good stock goes down for example @LadiesTailor and few here we discussed and intel lo jumped at 18 because at least some potential

Always think of little long term don't expect quick returns 

If yiu have $100 spend $90 on long term and $10 on your risks 

I know masthu kick istadi when you get high but two or three bad trades can spoil your savings

 

[The_Mentalist]

1 minute ago, csrcsr said:

Rofl first correct a kada cheppu ? i guessed it bro that's one of pattern

But be careful bro when you that strategy some times are books are cooked fraud stocks unatyi

never follow blindly look at the books of stock,  some fundamentals like pe ratio , 52 week high low entha etc etc 

For example smci was 1000 plus it went to 300 and came back to 440 , they still not filed 10k filing if they don't adhere it might loose all

Paina example but never follow those strategies without fundamental of stock, yes some times good stock goes down for example @LadiesTailor and few here we discussed and intel lo jumped at 18 because at least some potential

Always think of little long term don't expect quick returns 

If yiu have $100 spend $90 on long term and $10 on your risks 

I know masthu kick istadi when you get high but two or three bad trades can spoil your savings

 

Correst ga ne guess chesav

kani similar stocks success ayay ani vesa… konchem recognized company ne… but just risk chesa… na long term eppat nuncho undhi uncle.. didn’t take it out

this one is timepass

good info… susi vestha ippat nundi

[csrcsr]

3 minutes ago, The_Mentalist said:

Correst ga ne guess chesav

kani similar stocks success ayay ani vesa… konchem recognized company ne… but just risk chesa… na long term eppat nuncho undhi uncle.. didn’t take it out

this one is timepass

good info… susi vestha ippat nundi

I know apud apudu bore kotinapudu you want that adrenaline rush and dopamine but be careful

[Raja_Returns]

repu rate cut taruvatha lese stock enti oka 2 chepandi vaa

devara lo ma tarak anna kathi pattukune still release ayyaka first day move chudali ani fix ayya 

movie ticket mandam paisalu vasthe chalu

[csrcsr]

3 minutes ago, Raja_Returns said:

repu rate cut taruvatha lese stock enti oka 2 chepandi vaa

devara lo ma tarak anna kathi pattukune still release ayyaka first day move chudali ani fix ayya 

movie ticket mandam paisalu vasthe chalu

Loans Iche stocks anna sofi, upstart, ally etc all have some pros and cons , rate cut undi but a rate cut ni ela interpret chestaro teliyaud kada, IWM Russell small cap mid cap index also might benefit form rate cut

there is no in-between returns annd vasthe vastayi pothe potayi 

[krishnaaa]

37 minutes ago, Konebhar6 said:

Good/Decent -

The payout Ratio seems a bit high, but not too bad. Dividends should not be in danger.

Its debt/Equity is also not bad at 1.08. Adding Sephora is a good move. 

Bad -

Shopping Trends changed after COVID. People shop more at COSTCO, and discount stores like ROSS, MARSHALLS. 

Forward PE is high meaning analysts expect lesser earnings next year.

Bottomline - A lot depends on their ability to attract more/new customers into stores. 

@krishnaaa Who do you think would buy Kohls? There was a lot of rumors that AMZN was interested a few yrs back. 

Mostly private buyers

[csrcsr]

Getting anxious for tomorrow not only for stocks ,job market etc tommorow any bad decision by federal will wipe out dollars ,jobs  scary pray for good economy economy doesn't o ly mean quick burst of stocks raising real economic growth , reduced inflation

guys 🙏 jobs lekapothe kastam 

[Raja_Returns]

13 minutes ago, csrcsr said:

Getting anxious for tomorrow not only for stocks ,job market etc tommorow any bad decision by federal will wipe out dollars ,jobs  scary pray for good economy economy doesn't o ly mean quick burst of stocks raising real economic growth , reduced inflation

guys 🙏 jobs lekapothe kastam 

e time lo mari worst vasthe akka aduuka tinadame anna

t thata bashir bhai daggara kotha battalu kuttinchukoni mari ready avuadtu tella intlo dooradaneki