Is STNE dingy leaking or WS misunderstood? Short if former. BTFD if latter. Why STNE when the whole world realized everything would be clouded and WS decided to long clouds? Clouds only caught on for less than 5 years, the runway is still 10-15 years long, right?
He is joking, 5 years is not up.
Forget about TSLA, time to buy was few years ago, go for
Nobody care about AMZN till AWS picks up, and hence AMZN can be considered an index for clouds. If you donât know which cloud to buy, long AMZN.
I admitted it as it dropped and the recovery may take time. I expected this volatility with new IPO company. AAPL is steady company, but STNE will be aggressive company. It takes months/years to recover. Safe bet is 5 years.
I have TSLA, STNE and TEVA. When WB bought less than 20B companies, I will hold it as long as he holds it.
Position wise STNE is my No 1,
TEVA No 2, and
TSLA No 3 holdings.
I make it a point to hold Tesla longer, but limited amount.
NO FOMO. I only catch the falling knife. Almost all clouds are no profit hyped stocks.
STNE started recovering, good I plunged more when it hit less than 25 even today. Profitable one.
TEVA I hold enough bought at 14.23, will recover long term
TSLA is appx $257-260 range, if it goes down I will buy, otherwise I hold it as it is.
I hold STMP, KHC and ISRG now. Today, I added IRBT (your favorite) !
I was expecting $100 for a long time. Sold 1000 shares at higher price ($120-$130) long ago, waiting patiently, finally but not ready to buy more, bought only 100.
Tomorrow, when dips further, I will buy more. If market is bullish trend, fall will be temporary. Their YOY growth is good, stock falling 22% is an opportunity. IRBT will come back like ISRG fell to $490 recently !
The Bedford, Massachusetts-based company, which makes the Roomba floor vacuuming robots, said earnings came to $22.5 million, or 78 cents a share, up from $20.4 million, or 71 cents a share a year ago, and beat analystsâ forecasts of 60 cents a share.
Revenue totaled $237.7 million, up from the year-ago total of $217.1 million a year ago, but missed Wall Streetâs expectation of $251 million.
$IRBT fell sharply today (22%) but from everything that I can see the only people who were surprised were the analysts. It seems the company expected the growth they had and are on track for continued growth.
First quarter revenue grew 9% over Q1 2018 as expected. Q1 sell-through was good, setting us up for the higher year-over-year Q2 2019 revenue growth rate we discussed last quarter. Given our Q1 results and our outlook for the rest of the year, we are reaffirming our 2019 full-year revenue and operating income expectations and increasing our full-year expectations for earnings per share.
â Chairman, CEO, and cofounder Colin Angle
Beyond the many quotes, a few stats that Iâm reading.
EPS increased from $.71 to $.78
+9.5% YOY revenue
R&D expenses were up 7% YOY
iRobot increased its expectations for full-year earnings to a range of $3.15 to $3.40 a share, from $3 to $3.25 a share, to reflect a 14-cent favorable tax impact the company recorded in the first quarter.
IRBT has a high barrier to entry and deep moat keeping out competitors. Theyâre releasing two new products this year, the Terra (lawnmower) and something else.
I donât see the reason why the market has dropped so far for IRBT, the earnings call seems to be right on target for what management has been saying. Is it all analyst expectations driving the drop?
Buy low, my repeated buys results average price at $239. Today, I have 230 and 225 limit buys too.
Now, XLNX catching knife is positive, IRBT is just negative 0.50 cents, but will come back. Same is with TSLA.
The simple concept is when stock falls (when fundamentals are okay or good), short seller depress the shares too much that pressure will be released after 3 days settlement.
Now, you see I am not a FOMO person, but catching the falling knife person, buy low/sell high.