U.S. Silica Holdings' low P/E ratio is due to sliding earnings forecast. Investors believe the potential for earnings improvement doesn't justify a higher P/E ratio.
I was chatting in the group shamless plug 🤣 but I thought. why not put these thoughts in a post. So here are iam with Random Thoughts by NOT Jack Handy 😁 I'm still long, but I'm going to start accelerating my rotation from tech and comm services and really focus on materials and energy. I will start on Monday. here are some randos I peeked at scanning my watchlists. in no particular order $Intrepid Potash(IPI.US)$ $以星航运(ZIM.US)$ $淡水河谷(VALE.US)$ long cons...
U.S. Silica Holdings' underperformance last year suggests potential unresolved challenges, leading to market pessimism. Investors are urged to consider the company's risks before purchasing the stock.
Gainers: •$National Vision(EYE.US)$+13.8% (appointed to join S&P SmallCap 600) •$Braze(BRZE.US)$+12.2% (In reaction to earnings/guidance) •$甲骨文(ORCL.US)$+11.7% (In reaction to earnings/guidance) •$TeraWulf(WULF.US)$+7.5% (announced recent financing actions and near-term ramp of digital infrastructure) •$大陆能源(CLR.US)$+7.5% (announces receipt of "take private" proposal from Hamm Family of $70/share) •...
Upgrades •$B&G食品(BGS.US)$: Piper Sandler Upgrades to Neutral from Underweight - PT $23 (from $25) •$诺基亚(NOK.US)$: Citigroup Upgrades to Buy from Neutral •$美国网存(NTAP.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $84 (from $90) •$PBF Energy(PBF.US)$: Wells Fargo Upgrades to Overweight from Equal Weight - PT $57 (from $30) •$US Silica(SLCA.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $20 •$汤森路透(TRI.US)$: CIBC Up...
US Silica股票讨论区
Rotation? Feb 26
shamless plug 🤣 but I thought. why not put these thoughts in a post.
So here are iam with Random Thoughts by NOT Jack Handy 😁
I'm still long, but I'm going to start accelerating my rotation from tech and comm services and really focus on materials and energy. I will start on Monday.
here are some randos I peeked at scanning my watchlists.
in no particular order
$Intrepid Potash(IPI.US)$
$以星航运(ZIM.US)$
$淡水河谷(VALE.US)$
long cons...
$石油服务指数ETF-VanEck(OIH.US)$
$标普油气开采指数ETF-SPDR(XOP.US)$
$瓦可能源(EGY.US)$
$W&T海底钻探(WTI.US)$
$马拉松石油(MRO.US)$
$US Silica(SLCA.US)$
$斯伦贝谢(SLB.US)$
$哈里伯顿(HAL.US)$
$华高(NOV.US)$
$埃克森美孚(XOM.US)$
$雪佛龙(CVX.US)$
$Transocean(RIG.US)$
$巴西石油公司-Prefer(PBR.A.US)$
2022前3季度营收增长36%,营业利润增长2倍到1.1亿,净利润则由于高昂的利息费用仅剩0.47亿。
目前市盈率TTM 34,如果全年净利达到0.63亿,对应市盈率为14,吸引力不大。
专栏Today's pre-market stock movers: ROKU, AMZN, INTC, CVX and more
In reaction to earnings/guidance:
• $Five9(FIVN.US)$ +11.8%,$亚马逊(AMZN.US)$ +11.5%,$Mitek Systems(MITK.US)$ +8.6%,$US Silica(SLCA.US)$ +7.8%,$Banco Santander Mexico(BSMX.US)$ +7.5%,$NatWest(NWG.US)$ +7.4%,$The Chemours(CC.US)$ +6.9%,$Deckers Outdoor(DECK.US)$ +6.1% (also authorizes new $1.2bln share repurchase program),$美国钢铁(X.US)$ +4.8%(also authorizes new $500mln share repurchase program),$西空航空(SKYW.US)$ +4.8%,...
专栏Top upgrades and downgrades on 7/13: BNTX, SE, UBER, SNOW and more
• $阿姆斯特朗工业(AWI.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $93
• $BioNTech(BNTX.US)$: SVB Securities Upgrades to Outperform from Market Perform - PT $223
• $CCC Intelligent Solutions Holdings(CCCS.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $12 (from $10)
• $PowerSchool(PWSC.US)$ : Goldman Sachs Upgrades to Neutral from Sell - PT $16 (from $15.50)
• $Shyft Group(SHYF.US)$ : DA Davi...
专栏Today's pre-market stock movers: ORCL, CLR, NOK, GRPN and more
• $National Vision(EYE.US)$ +13.8% (appointed to join S&P SmallCap 600)
• $Braze(BRZE.US)$ +12.2% (In reaction to earnings/guidance)
• $甲骨文(ORCL.US)$ +11.7% (In reaction to earnings/guidance)
• $TeraWulf(WULF.US)$ +7.5% (announced recent financing actions and near-term ramp of digital infrastructure)
• $大陆能源(CLR.US)$ +7.5% (announces receipt of "take private" proposal from Hamm Family of $70/share)
•...
专栏Top upgrades and downgrades on 6/14: NFLX, BBY, COIN, HPE and more
• $B&G食品(BGS.US)$ : Piper Sandler Upgrades to Neutral from Underweight - PT $23 (from $25)
• $诺基亚(NOK.US)$ : Citigroup Upgrades to Buy from Neutral
• $美国网存(NTAP.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $84 (from $90)
• $PBF Energy(PBF.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $57 (from $30)
• $US Silica(SLCA.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $20
• $汤森路透(TRI.US)$ : CIBC Up...
专栏Top upgrades and downgrades on 5/2
• $Accolade(ACCD.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $6 (from $9)
• $联信银行(CMA.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $94 (from $90)
• $新东方(EDU.US)$ : JPMorgan Upgrades to Neutral from Underweight - PT $14 (from $35)
• $EPAM Systems(EPAM.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $348 (from $359)
• $Empire State Realty Trust(ESRT.US)$ : Evercore ISI Upgrades to Outp...
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