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I added to my ZS position just before the close today. The valuation just didn't make sense, combined with their LONG history of beating estimates, it seemed like a good bet. Glad it paid off. Thanks Neil.
Zscaler is so tempting here. But better to wait for earnings and guidance and the economic data this week. The security concerns don’t bother me, remember when Okta was targeted by hackers in October 2023? That also marked the low for the stock, I regretfully didn’t buy because of the news and the price took off big time. Intel I think will be a better buy later this year, I am long term bullish but there’s near term headwinds. Thanks for your video
Can you do an analysis on ASRT? They are very undervalued and the shorts are over leveraged so it could see a little squeeze on top of a swing play from .99 to $2-4
I suggest ELF or ODD, over ULTA. They are reporting rapidly increasingly online sales growth. For in-store sales, ELF is sold at Ulta, however, its sales are growing much faster at stores like Target and Walmart, where they are still expanding shelf space. I think it likely the 'industry slow-down' ULTA reported last quarter is actually dollars leaving their business model to other sales channels.
I’ve seen so much ULTA lately I feel like I gotta get at least a small piece. I don’t really care about the industry but I might put it in my wife’s portfolio
LULU is oversold and is approaching pre-pandemic levels. Strong fundamentals with a long time history of consistent growth. I believe they’ll rebound at least 25% in the next year. I dont own any shares, but would be interested to see if it bounces at 290. Current share price is $297. Shares are down 41% YTD.
Yeah, I’m not buying until I see the earnings next week. If the outlook looks good then I might pick some up, but if it rises 10% before I can buy any then I’m sitting this one out lol. Consumer discretionary sector is meh.
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Yes I am the Fortinet guy. I approve this video. Also I have begun my position in Ulta Beauty 3 weeks ago. Fantastic company with solid management.
Agreed
@@CouchInvestordo you think Intel will stay at 30 untill end of year or is it going up right now?
Thanks for covering ULTA. Will take another look 👍
My pleasure :)
Bought some more Zscaler after your video. Glad I did. Thank you.
Good choice!
Been buying ULTA heavy, nice to see you covering it.
My pleasure
Thanks for sharing this video !!! Just added a bit of Ulta ! and looking at DCH for McDonald's too
Haven't looked at the Golden Arches in a while
@@CouchInvestor will you cover CRM after earnings sell off
I added to my ZS position just before the close today. The valuation just didn't make sense, combined with their LONG history of beating estimates, it seemed like a good bet. Glad it paid off. Thanks Neil.
Nice work!
Zscaler is so tempting here. But better to wait for earnings and guidance and the economic data this week. The security concerns don’t bother me, remember when Okta was targeted by hackers in October 2023? That also marked the low for the stock, I regretfully didn’t buy because of the news and the price took off big time.
Intel I think will be a better buy later this year, I am long term bullish but there’s near term headwinds. Thanks for your video
Yes I rather wait when earnings are so close. Will update tomorrow
Any chance of a deep dive in Salesforce? It’s looking nice after a big drop. Thank you sir
Where do you get those graphs? Thanks!
Koyfin :) Linked in pinned comment
Can you do an analysis on ASRT? They are very undervalued and the shorts are over leveraged so it could see a little squeeze on top of a swing play from .99 to $2-4
Penny stocks is a no go for me
Hey what do you suggest of SOFI now? Idk why it is going down even after first ever profit. What avg target we might see in 1 year from now ?
The business hasn't changed. The stock will do whatever in the short term
Sofia will be fine. Trust me
I suggest ELF or ODD, over ULTA. They are reporting rapidly increasingly online sales growth. For in-store sales, ELF is sold at Ulta, however, its sales are growing much faster at stores like Target and Walmart, where they are still expanding shelf space. I think it likely the 'industry slow-down' ULTA reported last quarter is actually dollars leaving their business model to other sales channels.
Interesting. I'll dig deeper, thank you
What about ELF's valuation?
I’ve seen so much ULTA lately I feel like I gotta get at least a small piece. I don’t really care about the industry but I might put it in my wife’s portfolio
Good thinking
Thoughts on ui path bro?
Covered on the channel ;)
The ULTA stock looks very interesting.
It does!
I have ULTA for a while now, I would just buy more on this consumer weakness
Fair
Do you think intel stock price will stay at 30 dollars until end of year or is it going up right now?
I don't know about right now but I don't see this at 30 going into 2025
@@CouchInvestor I'm hoping it stays around 30 for next couple of months
I have PFE stocks that I’m holding on to.
Good dividend
Do one on UiPaths after the earnings drop
Uploading
LULU is oversold and is approaching pre-pandemic levels. Strong fundamentals with a long time history of consistent growth. I believe they’ll rebound at least 25% in the next year. I dont own any shares, but would be interested to see if it bounces at 290. Current share price is $297. Shares are down 41% YTD.
Agreed, it would haave been stock #5. Earnings next week will be interesting
Yeah, I’m not buying until I see the earnings next week. If the outlook looks good then I might pick some up, but if it rises 10% before I can buy any then I’m sitting this one out lol. Consumer discretionary sector is meh.
Foundry is lucrative but INTC sold a large share to some PE firm.
I must have missed that but I'm sure they still own the majority
TESLA LA LA LA
ALLL INNN
You gonna add uipath now?😂
Well... lol
Hahaha “not just women” gg bro
;)
So no more Sofi stock 😂
SoFi isn't oversold or close to it
Rheinmetall Microsoft NVIDIA Bitcoin Group SE Corestate Capital
Rheinmetall are sponsoring Dortmund now I saw
FTNT yes but Intel is a no
Fair enough
4 best stocks to buy today imo
Nvidia
Nvidia
Nvidia
Nvidia
Will you buy me one 😆
The bubble will crash so hard people will never want to invest again 😂