Capex has little impact on EPS btw. Will be back to $3+ in EPS shortly and competition decimated (how’s your little corner barista going to do through all this?). Should be trading at $90+ in this market. Quality restaurants stocks always trade at a high multiple (check out CMG) Wrong. Cash flow from operations - Capex = Free Cash FlowFree Cash Flow - Dividends = $ for growth or stock buybacks.Starbucks won't cut their divided and stock Buybacks has has been a major driver of Starbucks EPS growth. With downward pressure from decreased sales and projected capex increases for reconfiguring existing stores and closures, EPS growth will suffer for the foreseeable future.HTH
Capex has little impact on EPS btw. Will be back to $3+ in EPS shortly and competition decimated (how’s your little corner barista going to do through all this?). Should be trading at $90+ in this market. Quality restaurants stocks always trade at a high multiple (check out CMG)
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit.
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit. I'm already up on Apple, Amazon, Google, and Chipotle. Sounds like things are different now. Pretty sure I've seen this movie before.
Capex has little impact on EPS btw. Will be back to $3+ in EPS shortly and competition decimated (how’s your little corner barista going to do through all this?). Should be trading at $90+ in this market. Quality restaurants stocks always trade at a high multiple (check out CMG) Wrong. Cash flow from operations - Capex = Free Cash FlowFree Cash Flow - Dividends = $ for growth or stock buybacks.Starbucks won't cut their divided and stock Buybacks has has been a major driver of Starbucks EPS growth. With downward pressure from decreased sales and projected capex increases for reconfiguring existing stores and closures, EPS growth will suffer for the foreseeable future.HTH You’re conflating the P&L and cash flow. I wasn’t talking about FCF. And capex is a good thing and drives most of the growth. Buybacks help over time too but they only add ~2% or so per year to growth.Those investments in on-the-go are more than maintenance capex. Some is going to unit growth too.
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy MANGINA, profit.
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit. I'm already up on Apple, Amazon, Google, and Chipotle. Sounds like things are different now. Pretty sure I've seen this movie before. There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit. I'm already up on Apple, Amazon, Google, and Chipotle. Sounds like things are different now. Pretty sure I've seen this movie before. There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends 1 -"Buy FAANG and TSLA, profit."2 - "There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends"
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit. I'm already up on Apple, Amazon, Google, and Chipotle. Sounds like things are different now. Pretty sure I've seen this movie before. There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends 1 -"Buy FAANG and TSLA, profit."2 - "There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends" buying shares of the big techs will, in the long run, far outperform the rest of the market.
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit. I'm already up on Apple, Amazon, Google, and Chipotle. Sounds like things are different now. Pretty sure I've seen this movie before. There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends 1 -"Buy FAANG and TSLA, profit."2 - "There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends" buying shares of the big techs will, in the long run, far outperform the rest of the market. Agree, although I'm wary of Netflix going forward
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit. I'm already up on Apple, Amazon, Google, and Chipotle. Sounds like things are different now. Pretty sure I've seen this movie before. There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends 1 -"Buy FAANG and TSLA, profit."2 - "There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends" buying shares of the big techs will, in the long run, far outperform the rest of the market. Agree, although I'm wary of Netflix going forward Would u consider it tech? More of entertainment company with a tech flair
el oh el if you are using fundamental analysis in this market. Enjoy your 3% upside this year. Buy FAANG and TSLA, profit. I'm already up on Apple, Amazon, Google, and Chipotle. Sounds like things are different now. Pretty sure I've seen this movie before. There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends 1 -"Buy FAANG and TSLA, profit."2 - "There's definitely a correction coming, but I'd rather be way up and lose 30% than flat and lose 40%. Either way, I'm completely cash outside of 401k ETFs and a few TSLA options, and likely will stay that way until the election ends" buying shares of the big techs will, in the long run, far outperform the rest of the market. Agree, although I'm wary of Netflix going forward Would u consider it tech? More of entertainment company with a tech flair No. Part of FAANG, though. Crowded space with Amazon, Apple, Disney, Warner & HBO (AT&T), and Viacom CBS. Expect going forward, the existing content titans; Disney, Warner/HBO, and Viacom to stop licensing to Netflix. Expect Apple and Amazon, with their cash positions, to acquire and produce more original content. Tom Hanks signing with Apple speaks volumes.
