Member Info for jSimmon

GOOGL still looks like one of the best quality names in the market to me. Search cash machine, YouTube scale, Cloud growing, [legit backbone] huge AI optionality, monster balance sheet, and still not priced like the most hyped AI names.

For me, this is a classic case of the market underestimating a giant because it already looks “too obvious.” Bullish.

https://www.openbookanalytics.com/equity/US/GOOGL/reward

Another stock that has made its name on golds rise.

GGP is not a low-risk safe-haven trade in my view. It is a leveraged bet on gold staying expensive. And gold produces nothing: no cash flow, no yield, no dividend, no productivity.

productive assets are the pivot. the reward for this one is blown way out of proportion. sell and rotate into the energy.

https://www.openbookanalytics.com/equity/GGP/reward

MPL looks like a classic high-risk AIM-style trap to me. Interesting story, but weak liquidity, negative interest cover, rising debt pressure, poor margins, and nano-cap status make the equity look very fragile. I see more balance-sheet risk than recovery upside. Bearish.

No one rates this good ;<)

https://simplywall.st/stocks/gb/transportation/aim-mpl/mercantile-ports-logistics-shares/valuation

https://www.openbookanalytics.com/equity/MPL/risk

We call it bizness

Any bulls?

https://www.openbookanalytics.com/equity/80M/risk

:dead:

Bulls are cooked. EZJ doesn't deserve this

Whats the bullish take?

Bulls are mistaking “cheap” for “investable.”

the market seems far too relaxed about the risk of rate increases or rates staying higher for longer. Higher borrowing costs pressure consumers, raise financing costs, and make highly cyclical businesses like airlines look less attractive versus safer assets.

This is not a quality compounder. Any bulls out here?

I am awating the shock....

Bullish Filtronic.

https://www.openbookanalytics.com/equity/FTC/reward

Does quite well with score. I am bullish until 325 GBP

Openbook scores EZJ quite well for reward. How do feel about the outlook of the sector?

How do we find the stock in terms of value?

I see openbook rates it as a 71 for reward score 👀

Risk at 53 though... 🙀