the banks reported with strength we now move on to the loved, the growth, and a haven many use to talk. Amazon is the Death Star, and nothing will change their path of dominance, for now. Boeing has however done something we would never have expected. See what.
This very morning Verizon calls. We are hoping for something snappy and crisp. And on Thursday we hope and trust in Abiomed to enliven our hearts. Docking For Earnings right here. STOCKjAW.
THE BEST LIES AHEAD
the Death Star” reports Thursday afternoon with a non-GAAP consensus EPS estimate of $5.64. On October 25th AMZN posted an 84% EPS beat. Over the past three months the Bezos crew has delivered a share price move of 7.02%. Over the past year they’ve returned 16.8%, and over three 157.8%. Is that worth waiting for? We think so.
Common wisdom has long held that AMZN can turn on the “earnings tap” at will. Of course they can–and will someday. Cutting back on their ultra-heavy growth spending is precisely what will create that coming EPS monster. Do you want to be there when that happens?
GROWTH ONCE CYCLICAL GOING SECULAR
know Boeing returned 233% over the past three years? That includes auto reinvested dividends. We didn’t until we looked and gawked recently. That makes Amazon look a bit faint. We do not entirely expect that to continue, but then we didn’t realize it was happening–oops. Well, we’re in now, and nestling in.
Santa delivered Boeing a fat bag of holiday coal just before Christmas Eve. Shares hit $292. Now BA’s flying again at $362. Back in Q1, ’18 they posted a phenomenal 41.6% beat-down. Since then they’ve posted inline results while delivering a respectable three month share price move of 3.6%, and 2.9% over six months. Add on top of those last two figures their 2.25% dividend. BA reports tomorrow morning.
THE BETTER THAN BOND
is a telecom, a defensive haven. Ugly up front, Verizon’s lost you money over the past three months, -5.35, and washes out slightly positive over six +6.46%. That’s without dividends and compounding. Yet look at the chart below. No dividends are included.
Over 282 trading days the S&P 500 has returned -0.07% while VZ’s posted a 3.0% return. Add in Verizon’s chunky 4.38% dividend and you get 5.3% over one year, and 28.5 over three. We see VZ as a reasonable bond equivalent we checked into VZ for those returns in a difficult and unpredictable market. Verizon reports this morning.
A COMPANY WITH HEART–WHAT ONE?
one out-performs Amazon. Or do they? ABIOMED is a company with heart. They make them–temporary percutaneous mechanical circulatory support devices. They report Thursday.
If you’re one of the many people with any of a variety of cardiac issues, this company may just help you heal. That’s whet CEO and President Michael Monogue will tell you. Abiomed’s blood pumps create blood flow when the heart needs assistance. It’s ABMD’s time as well.
Born in 1997 this Danvers Mass-based company originally sought the artificial heart, a pedigree continuing to provide both direction and inspiration. That tight focus clearly shows in the financial metrics ABMD is now producing. There’s heart here, and it’s early days.
As good as when we released it in early August. Savor the full story. Every heart-palpitating detail at you fingertip;
Abiomed. A Company With Heart. What One?
Here to cut the crap and get at the good stuff.
Thanks for Reading.
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