Investing General Discussion

Jysin

Jysin

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JPM

06:47 [JPM] Reports Q1 $2.63 v $2.73e, Managed Rev $31.6B v $30.5Be; Authorizes $30B share repurchase program
- Common Equity Tier 1 (CET1) capital ratio 11.9% v 13.0% q/q
- ROE 13% v 16% q/q - ROTCE 16% v 23% y/y
- Assets under Management (AUM) $2.96T v $2.83T y/y
- Consumer & Community Banking Rev $12.2B v $12.5B y/y
- Corporate & Investment Bank Rev $13.5B v $14.6B y/y, -7% y/y (Banking Rev $4.2B, -6% y/y, Markets & Investor Services Rev $9.3B, -8% y/y)
- Commercial Banking Rev $2.40B v $2.40B y/y
- Average loans +5% y/y
- Total loans on balance sheet $1.07T v $1.08T q/q, 0% q/q, +6% y/y
- Total provisions $1.46B v -$1.29B q/q
- Adj overhead ratio 62% v 58% y/y
 
Jysin

Jysin

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DAL

06:30 [DAL] Reports Q1 -$1.23 v -$1.33e, GAAP Rev $9.35B v $8.83Be; Notes it was back to profitability in Mar 2022
- Guides Q2 Capacity 84% of 2019 levels, Total Rev 93-97% of 2019 levels, CASM-Ex +17%, Capex $1.2B
- Adj TRASM -5% vs Q1 2019
- Load factor 75%, -8ppts vs Q1 2019
- Average price per fuel gallon, adjusted $2.79 v $2.04 in Q1 2019
- Operating (CASM) cost per available seat miles (cents) 13.24 v 11.49 in Q1 2019
- CEO: "With a strong rebound in demand as omicron faded, we returned to profitability in the month of March, producing a solid adjusted operating margin of almost 10 percent. As our brand preference and demand momentum grow, we are successfully recapturing higher fuel prices, driving our outlook for a 12 to 14 percent adjusted operating margin and strong free cash flow in the June quarter," said Ed Bastian, Delta's chief executive officer. "I would like to thank the Delta people, who once again enabled our best-in-class operational performance, provided an unmatched customer experience and continue to power our industry leadership each and every day."
 
Sanrith Descartes

Sanrith Descartes

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Jysin said:
JPM

06:47 [JPM] Reports Q1 $2.63 v $2.73e, Managed Rev $31.6B v $30.5Be; Authorizes $30B share repurchase program
- Common Equity Tier 1 (CET1) capital ratio 11.9% v 13.0% q/q
- ROE 13% v 16% q/q - ROTCE 16% v 23% y/y
- Assets under Management (AUM) $2.96T v $2.83T y/y
- Consumer & Community Banking Rev $12.2B v $12.5B y/y
- Corporate & Investment Bank Rev $13.5B v $14.6B y/y, -7% y/y (Banking Rev $4.2B, -6% y/y, Markets & Investor Services Rev $9.3B, -8% y/y)
- Commercial Banking Rev $2.40B v $2.40B y/y
- Average loans +5% y/y
- Total loans on balance sheet $1.07T v $1.08T q/q, 0% q/q, +6% y/y
- Total provisions $1.46B v -$1.29B q/q
- Adj overhead ratio 62% v 58% y/y
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Terrible results. Either analysts screwed the pooch biggly (always possible) or more than likely things are about to get quite shitty in the market.
 
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Sanrith Descartes

Sanrith Descartes

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JPM dancing above the 200-DMA of $124.69
Its back to Jan of 2021 levels. I might be adding today.
 
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Sanrith Descartes

Sanrith Descartes

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PYPL getting pummeled because their CFO leaves to take the CFO job at WMT. Somehow this is worth a 5% drop? Welcome to today's algo driven market.
 
Jysin

Jysin

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Sanrith Descartes said:
PYPL getting pummeled because their CFO leaves to take the CFO job at WMT. Somehow this is worth a 5% drop? Welcome to today's algo driven market.
Click to expand...
Weren't you in ABBV?

09:18 [ABBV] President to step down, effective May 31st, to join a bioplatform innovation company
- filing On April 8, 2022, Michael E Severino informed AbbVie that he will be departing as AbbVie’s Vice Chairman and President, effective May 31, 2022. He will be joining a bioplatform innovation company as CEO-Partner and as CEO of one of its companies.
 
Sanrith Descartes

Sanrith Descartes

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Jysin said:
Weren't you in ABBV?

09:18 [ABBV] President to step down, effective May 31st, to join a bioplatform innovation company
- filing On April 8, 2022, Michael E Severino informed AbbVie that he will be departing as AbbVie’s Vice Chairman and President, effective May 31, 2022. He will be joining a bioplatform innovation company as CEO-Partner and as CEO of one of its companies.
Click to expand...
I was. Sold out and took profits a week or two ago. Waiting for it to come back down to earth and re-enter.
 
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Zog

Zog

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Tech getting bids leading with semis, interesting 🤔.

Might be time for tqqq.

I can only assume from that massive spike yesterday for CPI there is interest in a reversal we just need anything to justify it.
 
Keystone

Keystone

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Dunno about you guys but I'm about to dump the next 10k into ibonds for this year - just to make sure I'm understanding right, if i buy before May i get 6months at the previous rate of 7.x% and then the next 6 months will be at "new" rates which will be based off the latest 8.5% inflation numbers right? So essentially i'd be locking in a 1 year return of 8%'ish?
 
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A

Aorin

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Keystone said:
Dunno about you guys but I'm about to dump the next 10k into ibonds for this year - just to make sure I'm understanding right, if i buy before May i get 6months at the previous rate of 7.x% and then the next 6 months will be at "new" rates which will be based off the latest 8.5% inflation numbers right? So essentially i'd be locking in a 1 year return of 8%'ish?
Click to expand...

Yep. 9.62% is the next variable rate.
 
Sanrith Descartes

Sanrith Descartes

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I have been in meetings all day. Any reason for the green today besides "who the fuck knows"? Did someone tweet something like inflation is transitory?
 
Furry

Furry

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Sanrith Descartes said:
I have been in meetings all day. Any reason for the green today besides "who the fuck knows"? Did someone tweet something like inflation is transitory?
Click to expand...
I’d rather have my money in stocks than cash with cash being printed fast and companies buying back their stock at the same time.
 
Jysin

Jysin

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15:30 (US) Fed's Waller (hawk, voter): Inflation data was high and we knew it would be; Data supports 50 basis point hike in May,and maybe more in June and July; Believe we are at peak inflation - CNBC
- I am forecasting we are pretty much at the peak of inflation and March core CPI reading suggested that
- We need to get above neutral by later this year
- Do expect higher mortgage rates to have bite on how much people can pay push prices lower in coming months
- We can pull back demand for labor and not have a big impact on jobs; We can get prices down without causing a recession
- We have no control of supply, can only affect demand; Fed can't fix the supply chain; We can push down demand
- We are not in a 'Volcker moment'
- This is a good time for aggressive actions by the Fed because the economy can take it
 
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Strifen

Strifen

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Uranium miners are running. I would watch this, nuclear is making a comeback. Low carbon baseload energy and now countries need reactors for energy security.

CCJ UEC UUUU

C380EE11-5658-4E16-854A-E51B3308F4B9.jpeg
 
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Fogel

Fogel

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From the producers of - Inflation: It's Transitory, we bring you - Inflation 2: It's peaked. In theaters worldwide!
 
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