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#15,826
#15,826
Thunder Good-Oil said:
Schwab Equity Rating: F
Morningstar: 1-star

Making a profit, but priced at 105x P/E

Possibility of being taken over could set a lower limit (as long as it remains profitable). But the $22B market cap makes it less likely to happen.
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Thanks Thunder!

Does anyone know if younger crowd is still chugging the Celsius drinks?

They were a huge hit last year...haven't followed recently. But, saw a girl drinking one outside Hoover Met on Sunday
 
#15,827
#15,827
Jax_Vol said:
Thanks Thunder!

Does anyone know if younger crowd is still chugging the Celsius drinks?

They were a huge hit last year...haven't followed recently. But, saw a girl drinking one outside Hoover Met on Sunday
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The 200 mg caffeine energy seltzer market is flooded with options. The younger crowd will flip to whatever is cool.... Alani, Ghost, C4, Reign, etc....
 
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#15,830
#15,830
IMO, this analyst is wrong. He is low on his estimate for LLY. Tirzepatide is the secret sauce, and it works for more people than semaglutide.

With that disclaimer, both products will have a mega-impact in USA....aka, 'Land of the Thin People'.



Weight Loss Drug Market To Rocket To $130B By 2030 With Eli Lilly, Novo Nordisk In Lead: Goldman Sachs
Goldman Sachs analysts re-rated Eli Lilly And Co(LLY) and Novo Nordisk A/S(NVO) , citing the potential for their weight-loss drugs.


The firm expects the global sales of weight-loss drugs to reach $130 billion by 2030, an increase from their prior $100 billion forecast.


Analyst Chris Shibutani maintained a Neutral rating on Eli Lilly(LLY) with a price target of $785, up from $740.


Shibutani forecasts revenues for the company’s AOM portfolio (including the currently commercialized tirzepatide products Monjouro and Zepbound) in 2024 to $5.3 billion (up from the prior $4.7 billion), 2027 to $27.6 billion (versus the previous $28.2 billion), and 2030 to $56.6 billion (versus the earlier $49.7 billion).


Based on BMI criteria, the analyst continues to see the potential for approximately 110 million people in the U.S. to be eligible for AOM.


According to Shibutani, the combined leading commercial players, Eli Lilly(LLY) and Novo Nordisk(NVO), will likely sustain their dominant share and market leadership.


The analyst expects the players to retain ~ 80% share of the global market through 2030, building on their vast scientific understanding, their ability to continue capitalizing on their first-to-market timing advantages, and their competitive moats.


Analyst James Quigley reiterated a Buy rating on Novo Nordisk(NVO) with a price target of $156.


Quigley noted Novo’s on-market assets and pipeline put the company in a position to maintain its leadership in obesity.
 
#15,838
#15,838
Any of you boys buying the dip on this one? LOL



GPJ7V5nWUAAuorg
 
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#15,839
#15,839
Strange day.

You know somebody must have sold a share for $185 but the back office will stop that.
 
#15,842
#15,842
#15,843
#15,843
For those who don't have a position in Nvidia, the stock splits 10 for 1 on Friday June 7th. Stock will be
around 109.00 per share. Would probably be a good time to jump in
 
#15,844
#15,844
Majors said:
Where do you think the this goes after the split tomorrow? I believe it’ll be a slower climb, but just when you think you have NVDA figured out they surprise you again.
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I’m not good at guessing trades on the short term swings. I suppose that there will be more implied volatility and day traders will do well - but like you said, the stock will surprise you.

I’d guess that there’s going to be a good sized pull back coming. But is that going to be 15% AFTER it’s up another 20%?

I’m tempted to put in a trailing stop loss order. I’ve never done that before. Maybe sell covered calls as I bet there’s a huge premium right now. That trade will be far more functional post split so I might wait for that and lighten up on NVDA a little bit (or pocket some call options trading profits if the shares fall). 95% of my options trading has been selling cash reserved puts, but I’ve slowed my roll there as I haven’t liked the pricing. Same with selling covered calls - the prices of options don’t seem like it’s worth it.

So I’d probably hold tight now and sell covered calls post split as a bearish strategy. But not if the options are cheap.
 
#15,847
#15,847
Go aeiou said:
Had a guy who is in the business, and understands NVDA recommend the stock to me about 3 years ago. His words,"it's a never sell stock".
I haven't talked to him in several months though.
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I have just seen so many tech companies with that label that cycled out of favor. INTC. AOL. CSCO. NOVL. MSFT (for a while). But NVDA’s management is top notch. They might keep this going for several more years. They were mostly a GPU seller in gaming. As long as AI is dominating the conversation they’re a, if not THE, major player.

AAPL is another stock that’s categorized as never sell. For me LMT and HD as well.
 
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