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Dynex - where to next?Thanks for viewing, Wow, some interesting keywords in their business description; - LEVERAGED buyer of CMBS products (as you know, leverage works both ways. To juice gains or to ensure out-sized losses), - ADJUSTABLE-RATE mortgages (I suppose not so bad - unless interest rates increase which to be fair seems unlikely right now), - office buildings, retail, hospitality, and healthcare (all sectors hit super hard by the current health crisis. Healthcare because everyone is cancelling elective procedures - where all the money is made). Default rates of CMBS products above 10% in June 2020 www.cpexecutive.com but have reduced somewhat in the 2 months following. I'm sure that is good news - unless the reduction was due to "forbearance" - when banks just allow a break in payments of overdue accounts (no chance of a debt default if you don't call in your debts). Around half of the increase from ~2 to over 10% delinquency was from mortgages over 90 days overdue and at least part of the decline was due to banks deciding not to require payments (for some undetermined amount of time). Its like 2009 again - just replace CDO with CMBS and residential with commercial property. Asset backed securities are great - unless the value of the underlying asset declines significantly - which it has. I don't know where it will go, up down or sideways All I know is it is in a down-trend and the return in no way reflects the massive risk. It seems tailor made to get flattened by the current environment.. AVOID AVOID AVOID. Or buy, its up to you. Maybe the Fed will bail it out.
NYSE:DXShort
by flyinkiwi10
Shoprite Analysis I dont often miss the train but when i do, I regretfully sit and wait for the next one. Here we have shopright which i have been eyeing since beginning of July, my only reason for not catching this train was alarming results from my fundamental analysis which raised so many questions especially when compared with its competitors (except Woolworths). From R 100 a share, Shopright peaked to R 150 after amazing results where shared and a expected we can see the excitement dying down a bit. Looking at a daily chart however it does seem as though the share price is gearing up for a reversal as the recent rally has comfortably broken the hanging downtrend resistance that has been hanging since 2018. Taking a closer look, we have a support line at R 132 and the share price seems to be respecting the uptrend support as well. If this trajectory continues, we will test the R 150 resistance again. A negative outlook will see the share price test and possibly break the R132 support line as excitement dies down. Careful to note as-well that there was a gap created recently, and there is a chance as always that the gap would need to be closed. For now I’m holding out and will probably wait for the next train. Trade safe and good luck.
JSE:SHP
by AfroTez
AutoZone Attempts a Hammer Near Key LevelsAuto-part retailers have been one of the stronger parts of the brick-and-mortar universe during the pandemic. (People are owning cars longer than ever and performing more do-it-yourself work.) AZO showed that trend on Tuesday morning with a double-beat on earnings and revenue. It tried to open higher but lost a tug-of-war with bearish short-term momentum. Sellers drove the stock all the way down toward levels it last saw in mid-July. It’s also near its 200-day simple moving average (SMA). Today’s price action is also showing signs of a hammer candlestick. That could indicate a near-term bottom is in view. Combined with the other recent lows, traders may view this as the bottom of the range. AZO may need a little more time to consolidated after its recent sharp drop. But this could be an area where buyers step in, potentially looking for the next big push. TradeStation is a pioneer in the trading industry, providing access to stocks, options, futures and cryptocurrencies. See our Overview for more.
NYSE:AZO
by TradeStation
The most viewed retail stocks on TradingView Now that New York Fashion Week’s over, we decided to have a dig about in our data to see what interest retail stocks have been creating recently. Turns out – as lockdown measures have eased – TradingViewers have been looking to buy the dips in ecommerce, luxury, and retail more generally. We found that, perhaps unsurprisingly, Amazon was the most-enquired about retail stock in every US state between March and August. Meanwhile, Walmart, Alibaba, Shopify, Costco, Home Depot, Target and Lululemon were among the top five most popular retail stocks in nearly every state. Our data team also found that nine high-profile US retailers enjoyed an average increase of 70% more enquiries on TradingView over the past six months – with Kohl’s (106%), Target (103%) and Levi’s (100%) the biggest gainers. Bad news for runners though: enquiries about Nike stock only grew by 20% overall and actually fell by up to a quarter in some states like Ohio and Oregon. In the luxury retail sector, Farfetch, the British-Portugese online platform, was the best performer, showing a HUGE 492% increase in American searches on TradingView between March to August. That’s far more than any other retail brand, luxury or otherwise. Finally, interest in jewelry-maker Tiffany spiked in June following LVMH pulling out of its $16.2bn, takeover – touted as the biggest ever in the luxury sector – due to “tariff threats”. But the same cannot be said for LVMH itself, interest in which dropped by 56.1% across the six-month period.
NASDAQ:AMZN
by TradingView
20
AZO may run up to earningsIn my opinion, AutoZone is overvalued and the company's balance sheet is problematic. (Current liabilities are greater than current assets, giving the stock a negative book value per share.) However, the book value is bad partly because management has opted to buy back shares rather than pay debts, which is good for share holders and for the stock price even if not for the financial health of the company. Also, the odds look good for Autozone to report strong results and to deliver strong guidance on its upcoming earnings date. In August, the price of used cars rose 5.4% on the CPI report, and parts were one of the fastest growing categories on the PPI report. We're headed into a recession economy, where people will buy used cars and fix them rather than buying new. That should be great for parts retailers like Autozone.
NYSE:AZOLong
by ChristopherCarrollSmith
1
$JCP $JCPNQ At a Precarious Make or Break PointThe Company recently filed for bankruptcy. Some calling it the next Hertz, but it might turn out to be the next Sears instead. Either way we're just looking at the technicals, and that usually tells the story on whether its a good flip or swing trade and usually it would be, for a few days. However this one has shown the gains go as fast as they come and precaution needs to be taken on jumping the trade, the timing has to be impeccable as the algos are quick to take it back down. Trade with caution.
JLong
by StockGuild
Macy's "M" Long, bouncing off fib retracement today.Sector rotation out of tech and into laggards started on Aug. 4/6, and beginning of Macy's uptrend. After a very strong week, we've seen some pullback yesterday and today. However, there was a bounce at ~$6.80 a share today at the 50% Fibonacci retracement level. I expect this to continue to rise over the next few days and weeks into the $9-$10 range retesting the June highs. Some support above the 50 MA. Also see a hammer candlestick pattern forming today.
NYSE:MLong
by jajlouny
American millenials being idiots again 😂Extremely bad traders with astonishingly poor intelligence from burgerland fomo'd and dreamt of lambos then decided to baghold once again, and are suing the struggling dying company to maybe get 1 or 2% of their money back (they don't know it yet they dream they can get the full amount back). Gives us something to laugh about, while the number of USO baggies is slowly going down as USO share price slowly goes up (and they are able to breakeven). Here is the story of a bagholder that ate extreme losses on Robinhood in his late 20s. Not from the recent Kodak move, have not found the stories yet, but it's always the same anyway. An individual from San Diego, California, which is probably the bastion state of robinhood millenials, I estimate a good 1/3 of users come from there. www.nytimes.com "Mr. Dobatse, now 32, said he had been charmed by Robinhood’s one-click trading, easy access to complex investment products, and features like falling confetti and emoji-filled phone notifications that made it feel like a game. After funding his account with $15,000 in credit card advances, he began spending more time on the app. As he repeatedly lost money, Mr. Dobatse took out two $30,000 home equity loans so he could buy and sell more speculative stocks and options, hoping to pay off his debts. His account value shot above $1 million this year — but almost all of that recently disappeared. This week, his balance was $6,956." So he gambled and got lucky and made very quick very huge gains and thought he was better than George Soros then lost it all and never had the clarity of mind to get out, and now has an additional 68k in debt. I am sure he believes in socialized losses and is a big Bernie supporter. In 1 article they quote someone from twitter "So he wanted to "trade to pay off his debts" but then kept trading after earning more than enough to do so and then lost it all. The psychological consequences of realizing you are dumbass should be dire.". Exactly. Back to Kodak. Karma is beautiful as ignorant californian socialist tech savy 25 year olds bought this stock following the government (the thing they love so much) making a socialist loan to dying kodak (rather than let them die and allocate capital efficiently), and then the government took the loan away as fast as it gave it. 🙂 I wonder how many davey day trader global day traders bought Kodak and held. Did Dave Portnoy? Saw him get excited at Kodak when the price went up but do not know if he bought. After hundreds of thousands of awful dumb gullible young investors piled into this piece of garbage, the one and only I present Senator Elizabeth Warren, also known as Pocahontas, called for a greater investigation by Congress, because that's so their job. What investigation? Same story as usual. Why is the government focus all on protecting idiots? Rather than spending time on the strong. That's like a pro investor that would always invest in the weakest worse companies and ignore or even tax the strong ones. What a waste of time and counterproductive thing we have going. At least they get those idiots to vote for them. Screw the US economy. This sinking ship is going to collapse faster than the Titanic. I don't think I will ever invest in a US stock. This never gets old. My joy is great and my satisfaction is immeasurable.
NYSE:KODKEducation
by MrRenev
5
Buying opportunity in CVS after Walgreens earnings bombCVS is pulling back in sympathy with Walgreens after WBA earnings were a dud. However, the adverse impact on Walgreens sales was "almost entirely from the company's non-U.S. businesses," according to the company's report. CVS operates almost exclusively in the United States, with 9,750 US locations and just 150 internationally. This suggests that CVS should be relatively insulated from the fall-off in international demand that Walgreens saw. CVS is in almost every way a better company than Walgreens. It has better analyst ratings, better financial health, and a much better valuation in terms of PEG ratio. Its dividend yield and dividend growth are lower, but its growth plan has been more aggressive, with the rollout of HealthHub stores and telehealth services continuing on schedule amidst the pandemic. Walgreens has lagged behind CVS in its plans to add healthcare clinics to its retail stores. CVS's relationship with UPS may prove an additional tailwind amidst the pandemic. Walgreens partners with UPS's smaller competitor, FedEx.
NYSE:CVSLong
by ChristopherCarrollSmith