Constellation Energy, Emerson Electric and Vistra Corp Earnings recap and analysis
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- Опубліковано 28 тра 2024
- #investing #trading #stockmarket
Hi all,
As a follow up to the video I made last week I wanted to go over the earnings of #constellationenergy, #vistra, and #emersonelectric and what I think the price target of each should be, if I'd stay long, or get longer, and what upside and downside catalysts might be.
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Constellation Energy (CEG) Earnings recep and analysis: 00:00 - 19:34
Emerson Electric (EMR) seems cheap after earnings even at all time highs: 19:35 - 34:00
Vistra Corp (VST) Earnings were fine, but I think its time to take profits with such a rich valuation also OKLO: 34:01 - 41:54
Disclaimer: This video is not trading or investment advice, but for general informational purposes only. This video represents my personal opinions which I am sharing publicly as my personal blog. Futures, stocks, bonds trading of any kind involves a lot of risk. No guarantee of any profit whatsoever is made. In fact, you may lose everything you have. So be very careful. I guarantee no profit whatsoever, You assume the entire cost and risk of any trading or investing activities you choose to undertake. You are solely responsible for making your own investment decisions. Owners/authors of this video, its representatives, its principals, its moderators and its members, are NOT registered as securities broker-dealers either with the U.S. Securities and Exchange Commission, CFTC or with any other securities/regulatory authority. Consult with a registered investment advisor, broker-dealer, and/or financial advisor. Watching this video or reading any of my publications, you are agreeing to these terms.
Dude this video just made my sunday😍
Thank you Sleepy!
Really solid report and great call from CEG. I still need to dig into VST more, not really familiar with it so much.
Glad you enjoyed it. someone bought 750k worth of ceg 300 calls for january. So looks like more bullishness is coming.
@@sleepysol WOW!
@@markom001 my thoughts exactly.
@@sleepysol Hey man, I like ceg, but couldn't enter before. Is it still a buy at this price, or should I wait for some fall due to volatility? (I'm in it for the long term)
@@sohum7834 I don't hate it here, as I think it still has significant upside. Saying that, I think you can probably get it in the high 190s if not the 200s before it moves higher.
@19:22 it still cracks me up that some "analyst" would say the utilities sector is up so much cause of "recession" fears. I sometimes wonder if they don't know how much energy demand we'll need for data centers and EV's. Or they just want to get in at the right point before they miss out completely.
uts tend to trade about 35~% with short end yields. So if they collapse uts will rip higher. Most generalists think its more like 80% so they assume that the sector is just an interest rate play.
@27:49 I still have my GEV shares at $133. I was considering selling if negative earnings report, but at this point I'll be holding for the long term. Reading in regards to their Small nuclear reactors that they construct, I can bet that Constellation has got to be in some talks. Also, another interesting take is Microsoft "Stargate" project which is a $100 billion supercomputer that is speculated to be fueled by several nuclear plants. And we all know the current relationship that Constellation has with Microsoft already.......
yup I think GEV will be fine. I dont love the valuation, but that's not really a reason to sell unless the earnings numbers change