Member Info for everythingmoney

Breakdown -- 32% private companies, 45% institutions, 23% retail, 12% hedge funds,

Based on the numerous posts with folk giving price targets for morro, or price targets for a takeover.

I would say most here are traders.

The more posts I see about future earnings per share, revenue growth or decline growth, cash flow statements, etc,

the more i think here are Asos investors, all IMO of course.

however it seems as always on stock forums, when stock price targets are posted numerous times,

it creates excitement amongst short term traders and these prices are simply posted to give the stock the most chatted share ranking !! sad but true.

Lol, it took 23 yrs for intel to reach its highs !! But

seriously, the more retail investors you have owing shares in a stock the more impatient they are imo, the more institutes you have owning a stock the more long term they are, all IMO

Right folks give me your opinion here, this is what I have seen and experienced in Investing over the years --

1. stocks that are constantly climbing and no investor is really underwater eg Microsoft-- it never really falls cos most investors are in positive profit and have no reason to sell-

2. stocks like carvana, at 52 weeks low, any "positive" news creates a big pop, investors that have been sitting on losses for a long time will sell and get out on any decent big pop.

at the moment in the USA ( which I follow a lot) this is happening, the 2 way type of investing-- the first is true investing, the 2nd is trading and grab and run away on any profit I suppose.

we have to decide which type of investors own ASOS and try and guess their future actions.

True, it seems clothing growth didnt start until May and the best of the figures wont appear until next earnings report . I expect some kind of neutral earnings then explaining they expect a much better on in the next 3 months,

but hey ho the share price has already collapsed, so even a neutral report may give a share price lift and confidence in investors, but we may see a pop and many profit takers as so many investors are underwater here, they will take any pop and run, seen it before in stocks where virtually all the investors are underwater.

How companies "trick" investors on earnings day, look out for the footnotes, the language used, Language like "challenging, "pressured," "slipping," and "stressed" should not be taken lightly and could even be red flags.

Small positives highlighted in a sea of bad news, many ways they trick us and what to look for --

https://www.investopedia.com/articles/stocks/08/earnings-tricks.asp

Many times have we all seen a stock rise weeks before earnings and collapse on a "good" but not "great" earnings, why cos the price was baked in for "great " earnings, and vice versa, eg in the USA online car company carvana popped 60% over the 2 day after earnings, despite being $ many billions in debt and over a 95% share price drop over the years, why?? cos it told investors it was losing less money !!

Goldman’s options team found that “stocks that underperformed in the two weeks ahead of the event tended to have stronger positive reactions on earnings day.”

Goldman posits that on the whole, “investors reduce stock positions ahead of an event to avoid risk, and reinvest in the stock when the uncertainty of the earnings report is removed.”

Along the same lines, “those stocks that underperform the most ahead of earnings may have lower expectations, explaining their stronger positive reaction on earnings,” Fogertey and Marshall continue.

“If there was extreme selling in a name and the news is not as bad as expected, there tends to be a very significant snap-back rally,”

Been browsing the careers, noticed they are moving to Salesforce Lightnings and away from Salesforce classic, plus this caught my eye regarding DevSecOps Engineer, London--

"This role sees you joining a fast-paced and dynamic tech team, within a company that has serious ambitions with its technology and is about to embark on some of the most exciting projects in financial services."

Definately exciting times for Alpha it seems.

Clothing, for instance, has seen revenue declines for the last six months but experienced growth in the final week of May (+3.3%) as the warmer weather appeared. UK customers might be purchasing more weather-appropriate items as heatwaves approach.

The three bank holidays and subsequent garden parties explain why the product subcategory garden furnishings saw a +36.7% YoY revenue growth after considerable declines. Numerous budget retailers offering homeware and decorations products saw revenue growth in May (+1.3% YoY), with budget being the single market tier to experience an uptick for this subcategory. Many customers may have purchased low-priced memorabilia decorations for the coronation.

Clothing was the category keeping growth down, but the weather has been pretty awful up to this point – now the hotter weather has arrived we might see some better demand that could push us toward positive growth sooner in the year than expected.

I have seen the rule sell 2 days before earnings 50% of your stock and if its bad, you dont lose as much and if its good you rebuy that 50% back 2 days after earnings

When wage rises rise so fast, it damages inflation from falling hard, which then causes the gov to raise interest rates, the BOE and european central banks are forecast to raise rates and keep them high for at least 12 -24 months now, enjoy your wage rise folks !!

Well interest rates rises from the BOE are looking even more likely now and should only benefit stocks that make more money when interest rates rise. Not sure how a rate rise will "benefit " asos customers

https://news.sky.com/story/cost-of-living-latest-millions-missing-out-on-160-off-their-water-bills-waitrose-slashes-prices-again-12615118

Never follow market price action, stocks are manipulated by individuals sizes of buys or sells, hedge funds playing with stocks , financial websites and news channels playing hostsfor their hedge funds and fund managers narratives, market makers playing the market, excited retail and many more things, fundamentals are what moves a stock in the longterm, short term its just fun and games

Spiking is when a stock that normally has say £1 million trades suddenly goes to £ 50 million trades, thats what i see in stocks in the nasdaq, usually some biotech that suceeded or some stock has a new AI model. Or it can spike with low volume if the free float is tiny eg only 10%, which is almost unheard off.

I hate spiking stocks cos what goes up hard comes down hard after hours. I like stocks that rise slowly , it confuses traders lol.

IMO you can either think like a UK investor or an american investor, a uk investor will look at debt levels, dividends, an american investor will simply look at revenue growth, No wonder 55% of the nasdaq are loss making stocks with huge market caps, the trend these days is AI oe Electric vehicles and its a bubble that will burst. Is clothes selling a sexy AI business, no its not, but ASOS may be a turnaround play for investors imo. is the share price "low" relativley its low compared to previous prices, but I am a fundamental investor and you have to add future earnings growth per share, debt levels and net income growth to decide if the price is actually low or high for the future, not just based on previous highs.

Used to think m & s was for biege wearing pensioners, not at all is it nowadays. I did an experiment bought a teeshirt from M&S and one from primark, the primark one was 30% the price of M& S and you could see the daylight through it, the M& S was was heavy and lasted me years. But you have to ask is asos target market concerned more about price or quality.?

Like i said in the town where i live it has numerous high street shops and the 3 busiest clothes shops are not in any order, marks and spencers, next and primark. we also have boutiques, but they are for the rich over 40s.

But to be honest i would say Primark are absolutely heaving. and myself im a marks type of guy and the quality and style is amazing and the fashion, i still wear trendy jeans and im in my 50s ! I am also a sports direct guy for my trainers and hill walking socks.I go to next for my shoes, I dont got to street markets as i fee the quality is shocking and mostly copies.