FMS
Fresenius Medical Care Corporation
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AIRO — The only listed stock with skin in the drone war that's rewriting the economics of air defence
Focus Graphite Inc. -> AI breakthrough?
THE RECKONING. Shiller PE ratio crossed 40.16 this week.
$FMS (Focus Graphite) Could Be the Next Breakout Stock with NUCLEAR/DEFENCE Grade Graphite 🚀
July 3 DoD Awards: FEIM’s Real Exposure
Your thoughts on CDIO and its future price?
CDIO is a long term stock to consider
BofA Global Fund Manager Survey (FMS) shows highest cash balances IN THE LAST 21 YEARS (since April 2001)
Bear Rally Now 'Imminent' Says BofA's Hartnett but Warns Ultimate Lows Yet to Be Reached
Bear Rally Now 'Imminent' Says BofA's Hartnett but Warns Ultimate Lows Yet to Be Reached
FairMoonShots $FMS [0$ market cap] [ -3hours old] - Presale Today
J.B. Hunt Transport Services Sees Unusually Large Options Volume
J.B. Hunt Transport Services Sees Unusually Large Options Volume
Fresenius Medical Care: $FME.DE - undervalued company with three fat insider trades
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OMANI, IRANIAN FMS DISCUSS CONDITIONS FOR RESUMING NEGOTIATIONS THAT SUPPORT RESUMPTION OF NAVIGATION THROUGH STRAIT OF HORMUZ - OMAN STATE NEWS AGENCY Caused the spike
doesnt make sense either, but if u were at FMS conference, u would be bearish SNDK several quarters out.
LOL >Total operating revenue for the current quarter was $3.50 billion compared with $2.93 billion for the second quarter 2025, an increase of 19%. Current quarter total operating revenue, excluding fuel surcharge revenue, increased 11% versus the second quarter 2025. amazon will eat their breakfast, lunch and dinner >The increase in revenue, excluding fuel surcharge revenue, was primarily driven by increased load volumes in Intermodal (JBI), Integrated Capacity Solutions (ICS) and Truckload (JBT), higher revenue per load in JBI, ICS and JBT and increased productivity in Dedicated Contract Services® (DCS®), partially offset by a 14% decline in Final Mile Services (FMS) stops. https://www.sec.gov/Archives/edgar/data/728535/000143774926023629/ex_987956.htm
sell half. Idk your expiration, but then trim 20% of remaining in intervals between now and exp spread out. Makes too much sense, so I'll just go FMS
Yes... these are long term agreements that are done with the US government the foreign government and the independent companies. They aren't able or allowed to jack up the prices because it's Tuesday. They need US approval to sell, US approval for technology transfer, US approval for the industrial base build out, US approval for who gets what orders and when. The US government manages foreign military sales as it's a vested interest of the US government. > Tho given how Trump is trashing our diplomacy im not sure there is much room for them to do so. The USA is 44% of the world's foreign military sales, And it's not changing for decades. For let's say Canada to buy something other than a f35 or something there needs to be an alternative, and spare industrial capacity for that alternative. There are a handful of nations that have the base military demand to actually fund the R&D, build and maintain the industrial base and keep production running for decades. Once again taking billions of dollars in capex to build out that Industrial base and supply chain. There are a handful of nations capable of even participating in FMS while everyone else is forced to buy from those players. > What about EU mil comp? Virtually identical. No nation is tolerating a military company doing anything like that. They would be nationalized, or they would go to another company.
And how is that answering anything here? Show me proof the FMS calculation includes Bonds. Bonds are reported separate and I can tell you right now if you think only 3.2% AUM is held bonds you got serious cognitive problems.
I think the only retard here is the one that instead of doing a simple search on how BofA calculates FMS comes to the comments to double down on their down syndrome
When interest rates are super low or you expect bearish moves it's better to ride cash to deploy it fast. I just checked and this FMS graph does not consider most bonds as cash.
Hang onto your boots FMS.V
I'm placing bets on REE - super bullish over the next 20 years (or until I retire haha!). I took a position in $BLBX sub $6. There's too much momentum behind homeland materials to turn a blind eye. Biggest position right now is in North American graphite. $FMS $FCSMF at $0.09 to be precise 🚀.
Focus Graphite $FMS $FCSMF... Cancelled their marketing agreement and traded 1.7m shares today before Xmas! New floor at $0.42 (life financing, $3.8m). Huge war chest of \~$20m heading into 2026 with a $43m market cap. Does any junior come anywhere close in terms of capital position?
*> FMS cash level drops to record low* This is the most interesting chart. Basically everyone is all-in, with near-zero cash reserve. So when something goes bad and everyone suddenly needs cash (margin calls, whatever), the only way to get it will be liquidations. Everyone, simultaneously. And once liquidations drop the market a bit, they will trigger more margin calls and further liquidations.
You post a question (however you want to lay it out in your first paragraph and then you give this… “Then why? I think I might just have an answer.” -you have an answer to why you agree/understand why the market is crashing. -and then follow it up for your reasoning as to why you also believe the market is crashing. “The FMS cash level is the cash allocation held by fund managers, and as of November 2025, it has fallen to 3.7%, the lowest point in 15 years. This low cash level, as tracked by Bank of America's Fund Manager Survey (FMS), is often interpreted as a "sell signal" because it indicates stretched risk-taking and high investor optimism. Historically, such low cash levels have been followed by negative returns in equities over the short term.” You’re digging in for no reason and making yourself look even more silly.
I'm an older millennial and have been actively trading for a decade now, and have had a 401K since 2007. This is not my first rodeo either, obviously, 3% from the peak is not a crash. But that big jump and subsequent drop yesterday was unusual. That being said, as I posted, the market euphoria and the hedge fund guys being overextended has most likely caused this little dip. Although this will not take 6-8 months to recover, this seems like a much shorter deal. Which is exactly what Bank of America market research said last week... "BofA FMS average cash level dropped to 3.7% from 3.8%. Note cash levels of 3.7% or lower has occurred 20 times since 2002, and on every occasion, stocks fell and Treasuries outperformed in the following 1-3 months."
The labor market is going in the wrong direction, but it's not "bad". We'll see what the future holds. Why is the market experiencing this wild volotility? Believe it or not FMS average cash level dropped to 3.7%. this has happened 20 times since 2002 and every time stocks fell and treasuries outperformed in the following 1-3 months. At least that's what Merrell Lynch said last week in their report.
Red Cat reports Q3 EPS (16c), consensus (10c) \-- Reports Q3 revenue $9.65M, consensus $8.18M. "Our record-breaking third quarter revenue and the expansion of our contract with the U.S. Army clearly demonstrates the accelerating adoption of our specialized solutions within the defense and national security sectors," said Jeff Thompson, CEO of Red Cat. "We are seeing significant returns on our focused strategy, with our products being validated by major government agencies and NATO allies and necessitating the recent 2x expansion of our drone manufacturing facilities. This expansion allows us to deliver speed and volume at scale to the Department of War and U.S. Allies through FMS. Also, the recent launch of our USV division, Blue Ops, and the lease of our 155,000 sq foot vessel building facility positions us to be the leader of delivering critical unmanned systems for use over land and sea."
[>FMS recession expectations lowest since Feb '22](https://pbs.twimg.com/media/G39u7dTXUAAx7_m?format=png&name=900x900) It's over.
Fair points, I like the discussion but let’s keep this professional - everything I posted is from official releases - and not AI hallucination. Definitely some hype, I apologize for that - I’m a very passionate investor. Now let’s confirm the points you brought up: Mach-5 test: https://x.com/focusgraphite/status/1973835887135068305?s=46 Specialty graphite for defense/nuclear sells at 4-5× battery-grade: “Natural graphite meeting these specifications can command prices in the range of US$30,000 to $35,000 per tonne for 99.999 wt.% C LOI with <2 ppm EBC.” Link: https://focusgraphite.com/focus-graphite-achieves-5n-purity-from-lac-knife-graphite-refined-to-nuclear-grade-purity-levels-in-aetc-testing/ In regard to production $NOU vs $FMS - you can make an argument from both sides… I’m arguing that with the ESIA wrapping up, a pending patent, and the available grants this could be feasible. Not to mention the fact that they are so niche - could offer greater opportunity to attract defence contracts. I also would like to bring up the fact that I respect both counter parts, they are both great companies - my only concern on $NOU is they don’t have capabilities to provide defence systems to the degree $FMS can. Best regards.
None of what you wrote in that post ismanually written it all reads like AI-generated content and because of that, it doesn’t give me a good vibe.. Feels like a random pump. A lot of the statements in your text feel like marketing or promotional hype rather than grounded, verifiable analysis. Claims such as a Mach-5 missile test using $FMS graphite, 4–5× the value of battery-grade graphite, or being ‘closer to production than $NOU’ are bold, but I prefer to rely on official filings, feasibility studies, or credible industry reports to support such statements. I do believe that this is a High risk high reward play but surely not as safe as NOU. It's a flase claim when the AI says "$FMS is also arguably closer to production than $NOU". Production $FMS is further away, and financing/construction risk is higher.
$NOU is often seen as the leader in the graphite sector, with a mission squarely focused on meeting the rapid growth in the electric vehicle and energy storage markets. $FMS, on the other hand, operates in a very different space. Its high-purity graphite is tailored for a diverse range of industries, including EV batteries, high-tech manufacturing, and critical defence applications. Let’s look at the grades: • $NOU: average grade 4.23% Cg, cutoff 2.20% Cg • $FMS: average grade 15% Cg, cutoff 3.49% Cg What does this mean? $NOU produces battery-grade graphite suitable for EVs and energy storage, but its grade and purity are not exceptional for defence applications, which require ultra-high-grade, low-impurity material for missiles, jets, and nuclear systems. Companies like $FMS, with higher natural grades and purity, are much better positioned to supply military or aerospace projects. $FMS has already demonstrated its strategic potential. Natural Resources Canada brought the company to Japan to present to key stakeholders, following a successful missile test using $FMS’s graphite that reached Mach-5 speeds. These milestones are rare for a junior miner and led NRCan to release a study outlining thermal purification processes for graphite, using Lac Knife’s cut-off grade. Beyond its proven performance, $FMS offers a cleaner, lower-cost metallurgy process compared to $NOU. Its deposits are dominated by large and jumbo flake graphite the type used in defence applications such as ballistic missiles, electronic warfare systems, body armour, and artillery commanding 4–5x the value of standard battery-grade graphite. $FMS is also arguably closer to production than $NOU and has a pending resource update expected to significantly increase contained graphite, bringing it close to $NOU in size. With grades 2-3X higher than $NOU, $FMS has historically shown a superior internal rate of return, a gap that has likely widened with rising demand for defence-grade materials. Currently, $NOU’s market cap sits at $600M, while $FMS is around $45M, despite its clear strategic advantages. With the U.S. aiming to close the missile technology gap with China and Russia, access to high-purity graphite is critical. $FMS’s Lac Knife and Lac Tétepisca projects have already proven capable at Mach-5+, with potential well beyond that. In times of heightened military focus, governments often invest directly in critical resource projects to accelerate production. With NATO and Canadian defence spending on the rise, Focus Graphite is well positioned to become a strategic partner in supplying essential materials for future defence innovation.
There is also divergence patterns on bond ETFs as of yesterday in $SHV short treasury bond ETF. The same patterns found in PSA and CASH (short term savings). It was reported in the BoA FMS October survey that fund managers hold historic levels of low cash, approx ~3.4%. If cash levels are low for fund managers, there is no cushion to absorb forced liquidity needs! any moderate drawdown and or vol spikes could trigger system wide front end selling. I scrolled back years on the SHV ticker and couldn't find examples where the short treasury bond ETFs are diverging in price momentum and price volume trend. A can of macro worms under the surface. If fund managers need money, smart money would be selling liquid assets early before anyone notices. That’s already been happening.
Metals. FMS, NGC, WWR, UAMY. Lfg
Im all in on: IREN, WWR, UAMY, FMS, NGC, ABAT, ATLX, GPH. In that order. Iren is not penny tho
Search “graphite” and buy everything.. FMS, WWR, NGC, UAMY
FMS yeah, won’t be surprised if it hits $1 EOM
PS - for clarity, I would never SHORT a stock like FMS But when you are literally investing on a promise (which you are in FMS, not TIMCF) not a physically verifiable thing, I put ALOT of weight on transparency / the company does not have any evidence of covering up their past. FMS failed that test after 30m of research. I missed out!
Their sordid past as of April this year! Happy to, I did due diligence on every graphite company lol. Their patent stuff - here - [https://focusgraphite.com/focus-graphite-announces-strategic-debt-settlement-with-dontech-global-inc/](https://focusgraphite.com/focus-graphite-announces-strategic-debt-settlement-with-dontech-global-inc/) "Dr. Joseph Doninger, Focus Graphite Advanced Material's director of technology and manufacturing, is the driving force behind this invention. With decades of expertise, Dr. Doninger has written over 27 technical papers and holds numerous patents in graphite processing and energy storage systems. His contributions to advancing graphite technologies have earned him international recognition as a leading expert in the field." He patented their 'secret special technology' first under his 1 person company and FMS sued him this year, settled by giving him several million shares. And note the time of the settlement then pivot. The fact none of that was disclosed makes me stay away. He is still a director. This is the patent that FMS has focused marketing their stock to (IP not a mine) and the employee who invented it thought it was a YOLO play enough to just patent himself and risk his job. And FMS reaction is to settle because they NEED the IP story to pump the price and stay solvent. It also could be real technology and this is just an interesting human story,, but the lack of transparency worries me I think Doninger is legit but not loyal to FMS. I think FMS is run by actual scam artists who know this is a smart way to raise as much money as possible before it falls apart. You can verify all of this with the info in that article. The only reason they havent taken it down is they legally cannot
$FMS.v Focus Mining Graphite! 100% undervalued stock. They literally didn't have any marketing at all this year as they were preserving cash, and also didn't have access to social media accounts left by Previous management. Now they got it back and have just started their marketing campaign!
What about FMS are you bearish about? Whats the sordid past?
My god $FMS is the golden stock in this list. I’ve never seen a stock that nobody knew about a few weeks ago because the previous management didn’t transfer social media accounts to new management. They were literally running under the radar with Zero Marketing.
You forgot Titan Mining ($TIMCF) GPH is 5 years away from production if ever. FMS is a play, with a management team with a sordid past. WWR and TIMCF are the small guys. NMG is the big guy in graphite. Everyone else is pretending right now to get a pop
Nice list! FMS and NGC look ready to run with all the graphite demand and US/Canada support. GPH is more long-term, but still a solid play.
I’m loading up on FMS tomorrow, would love to get in under 60 cents but I’m not sure that’ll be happening.
TEVA and FMS for Leucovorin? Who else?
Loading up on FMS.V, lots of promising potential
FMS.V has been gradually rising, lots of potential for a good run
This is unfortunately a nothing burger. US Allies very rarely at all placed FMS orders to provide US weapons to ukraine, so it's doubtful now that Trump has unblocked them that there will be a meaningful change. And Trump's tariff threats are just more shooting smoke, they won't get Russia to do anything. So less TACO and more BULL.
> Democrats are better stewards of the economy in any way you can measure. First of all, we aren't talking about the economy per se, we're talking about fiscal restraint with regards to running deficits which add to the overall government debt load, and while economic conditions do influence fiscal policy, there are simply too many variables in the economy that have nothing or very little to do with government policy. Secondly, even if Democrats are better at fiscal policy than republicans, they're still terrible. Denying that "Both sides" are the problem simply tells me that you're blind to the irresponsible fiscal policy of the Democratic party. Again, we can agree that the Republican party is worse but all you have to do is look at [this graph](https://fred.stlouisfed.org/series/MTSDS133FMS#) to determine that, at least since 1981, both parties have run deficits with a notable exception from 1998 to 2001 which, arguably, was helped by the fact that it was during the peak of one of the biggest economic booms in U.S. history (the dot-com bubble).
Same old playbook, sign an agreement, buy half the stuff agreed upon, cancel contract, rinse, and repeat. Foreign Military Sales (FMS) contracts always have onerous escape clauses.
Fed Gemini a few dozen investment bank reports from the past couple of days plus your image "Where are we now?" and this is what it came up with. Based on the comprehensive analysis of the investment bank reports you provided (reflecting the market environment around mid-April 2025), here's how we can interpret the market's position in relation to that chart: Pinpointing the exact stage is always subjective, but the collective analysis from the reports suggests the market, as of mid-April 2025, was likely **on the downslope following a potential peak**, somewhere between the "New Paradigm!!!" high and the "Return to the mean" phase. Here's why, based on the synthesized analyst views: 1. **Past the Peak:** The market had experienced significant gains leading into this period, with reports mentioning corrections from "previous overvaluations". Themes like Megacap Tech and AI had seen strong performance, potentially aligning with the later stages of the "Mania Phase" *before* the recent downturn. 2. **Experiencing the Correction/Initial Fall:** The recent market sell-off, driven significantly by the shock of US tariff policies and subsequent policy uncertainty, aligns with the initial drop after the peak. 3. **Signs of Denial/Bull Trap/Fear:** * The "Trump put" concept (tariff pause supporting markets temporarily) could be seen as contributing to conditions ripe for a **Bull Trap**, where relief rallies occur despite deteriorating fundamentals. * The high degree of **policy uncertainty** (tariffs, Fed path), downward revisions to global growth forecasts, and analysts adopting **tactically defensive** stances (e.g., GS GOAL UW Equities, OW Cash/Bonds) strongly resonate with the **Fear** stage setting in. * Significant **Hedge Fund de-risking** (largest de-grossing since Mar '20) indicates professional investors reducing exposure, moving beyond simple denial. 4. **Not Yet Capitulation/Despair:** While sentiment was noted as bearish (BofA FMS 5th lowest historically), the reports did *not* describe widespread panic selling, forced liquidations across asset classes (though market stress was elevated), or the deep pessimism characteristic of the **Capitulation** or **Despair** phases according to the analysis provided. BofA's Bull & Bear indicator remained neutral, not at extreme lows. **In summary:** Based *solely* on the provided analyst commentary from mid-April 2025, the market appeared to have rolled over from a peak and was navigating the uncertain and volatile phases characteristic of the **initial downslope (Denial/Bull Trap/Fear)** on that classic bubble chart.
I am unsure why you bring up corporates; at no point have I suggested corporate bonds would replace sovereign / supranationals as collateral. I have only been talking about what happens if/when confidence in US government debt drops sufficiently for a significant haircut is applied by major FIs. Nobody *only* accepts T-Bills (or US securities) as non-cash collateral. There are so many alterantives (for starters, and even for CCPs, which have the most restrictive elligible collateral rules): Italian & Spanish securities, supranationals (EU / EIB / EFSF / IBRD / ESM / EBRD), European Agency securities (KFW / FMS / Rentenbank), Singapore securities, CADES, Danish covered, etc. That is where the capital will flow - to other, less risky, more predictable assets. It's already happening. I am not at all clear what you mean by "downgrade the dollar and then have dollar denominated assets have superior ratings". A downgrade specifically means that assets have lower ratings... Separately, can you name a single bank that will not accept cash collateral (as you suggest)? Most FIs have maximum concentration levels for non-cash (i.e. minimum cash ratio), due to liquidity coverage requirements.
Just read this https://site.financialmodelingprep.com/market-news/investor-sentiment-hits-year-low-as-recession-fears-rise “BofA strategists, led by Michael Hartnett, described this as the “5th most bearish FMS in the past 25 years.” The bank’s sentiment index dropped to 1.8, its lowest since October 2023, suggesting we are approaching what they call “peak fear.” While macroeconomic expectations are grim, market positioning hasn’t entirely followed suit — a sign that investors may be hedging but not exiting risk assets completely.” Seems like they believe we are in the ‘risk aversion’ stage of decline rather than the ‘building rejection of U.S. assets’ stage. My opinion: banks are stuck in using historical precedents (e.g., 2008, 2020) that show Treasuries ultimately retaining their safe-haven role during crisis… however there is no precedent for the US government transitioning into whatever it’s becoming… like several others have said it comes down to if our institutions are inclusive or extractive.
Wait till you see what the future holds for the US FMS industry…
That's a lot of wrong assumptions. Yes, Trump is doing some weird stuff but when we are talking defense acquisition and FMS, this stuff takes years. It doesn't change on a dime and more than likely most of this stuff won't be resolved until after the next election. We already have many Allies that operate and heavily heavily invested into your F35. For decades. That isn't going to change. What will change is the integration of lower cost, higher volume platforms to augment expensive 5th Gen fighters like the F35. In general, as we are looking at future China and the war in Ukraine, it taught us we don't have enough of anything to sustain a high intensity conflict. That and many of our systems are old and behind the curve. You will see a sizable increase in defense spending and expansion by all the prime DoD contractors.
Based on some scant details they were on a visual approach before going around, so would the aircraft alert if they were in a landing configuration? Would the approach (RNAV?) be in the FMS? I guess knowledge of company procedures for visual AP is helpful here…
I started looking for the holy grail of stocks. I came up with the newest emerging technology is probably graphene. How its made is from graphite which is mined out of the ground. The pureist graphite is found in a mine in Canada lac knife Quebec. Focus Graphite is the company that mines it FMS.V Years ago they had a bad CEO named Gary Occonomo which had back door deals to the Chinese who were stock pilling the graphite back to China while suppressing the price of graphene and graphite to continue stockpilling. He has been removed. For disclosure I got about $600 worth which is probably less now its the only stock I ever bought in my life and technically my mom holds it for me because banks would never give me a trading account. That is why i got into Bitcoin community. Just thought I would mention this Gem. Even if one day it was worth alot id probably never sell it anyways. Id like to say the only stock I ever bought was a brilliant pick.
I started looking for the holy grail of stocks. I came up with the newest emerging technology is probably graphene. How its made is from graphite which is mined out of the ground. The pureist graphite is found in a mine in Canada lac knife Quebec. Focus Graphite is the company that mines it FMS. Years ago they had a bad CEO named Gary Occonomo which had back door deals to the Chinese who were stock pilling the graphite back to China while suppressing the price of graphene and graphite to continue stockpilling. He has been removed. For disclosure I got about $600 worth which is probably less now its the only stock I ever bought in my life and technically my mom holds it for me because banks would never give me a trading account. That is why i got into Bitcoin community. Just thought I would mention this Gem. Even if one day it was worth alot id probably never sell it anyways. Id like to say the only stock I ever bought was a brilliant pick.
What time is FMS earnings?
Dialysis clinics if you want to play the long game. $DVA or $FMS
Dialysis companies, DVA and/or FMS.
One recent one. I was with two other techs and we were updating the FMS controllers in the cockpit. There are three. Pilot, copilot and a backup. I was the inspector for the job. The number one and two controllers update went fine. There were some wire added, and a few other controllers adjacent came out to provide access to said wiring. I inspected the work and made my entries. I also left a note for the next shift inspector of what was completed. The other work was completed on the next shift, so we came in the next morning and the aircraft was ready to leave. The aircraft taxied away from the hangar, made it to the end of the runway and came back, shut down. The pilot had found the controllers that were removed to provide access to the FMS were not locked down in the pedestal. Management knew I was in the cockpit the previous day inspecting the work and I was immediately called into the quality assurance managers office (my boss). I presented him with the paperwork where the work I inspected only encompassed the pilot and copilot controllers. That the second shift inspector had signed off the aft pedestal components. When the next shift inspector arrived that afternoon he revealed that he just trusted the tech to do the work and he didn’t physically see it himself. Even tho nothing happened, an incident was filed and the inspector was dismissed.
On the contrary … Family Medicine Specialists (FMS) is utilizing Cardio Diagnostics' heart attack risk assessment test, Epi+Gen CHD, on at least 1,200 patients with CHD risk factors with BlueCross BlueShield Medicare, Medicaid, HMO and PPO health plans. "With over 10,000 patient visits monthly across our eight clinics, FMS is committed to preventing avoidable cardiac events in our patients," said Dr. Jennifer Bellucci-Jackson, owner and lead clinician at FMS.
$JBHT J.B. Hunt reports: Q3 EPS $1.80, consensus $1.83 Q3 revenue $3.16B, consensus $3.19B. The company states: "Current quarter total operating revenue, excluding fuel surcharge revenue, decreased 15% versus the comparable quarter 2022. This decrease was primarily driven by a 14% and 22% decrease in Intermodal (JBI) and Truckload (JBT) revenue per load (excluding fuel surcharge revenue) respectively, a 38% decrease in volume in Integrated Capacity Solutions (ICS), a 20% decrease in stops in Final Miles Services(R) (FMS), and a 1% decline in average revenue producing trucks in Dedicated Contract Services(R) (DCS(R)), partially offset by a 1% increase in JBI volumes and a 6% increase in JBT loads versus the prior-year period."
you are the one with no clue. " J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in North America. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions. It operates 115,150 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 95,553 units; and manages a fleet of 6,081 company-owned tractors, 615 independent contractor trucks, and 7,972 company drivers." ​ but the bigger thing is you are missing the entire point of the op ​ Sheesh , MOD is up, ENPH is up , GCT is up , ARRY is up... At one point or another i have mentioned all of these here and what do all have in common ? i suggested that each and everyone was down and shouldn't have been. ​ i like to buy stocks that are down and shouldn't be. it takes the risk out of the equation.. ​ next time, try to be more civil
> FMS and AAII surveys are actually very reliable inverse indicators. In what universe? Show me. Then explain to me why you aren't a billionaire from just inversing those two surveys. [https://media.bespokepremium.com/uploads/2022/03/030322-AAII-Bullish.png](https://media.bespokepremium.com/uploads/2022/03/030322-AAII-Bullish.png) > . As for money flows, you realise stocks cannot go up without net inflows? If your money flows data is correct, market actors other than hedge funds and retail must be bullish and taking the other side of the trade, and there’s more of them as well. Where in the world did you get this ridiculous idea? Simple market with 2 participants. Party A has $100, Party B has 100 shares of Company X. Party B decides it's a good time to sell and liquidates their entire position to Party A at $1/share. Effectively they swap positions. A month later the company announces they sign a gigantic contract with the government worth a gazillion dollars, raising expectations of future profits. Party B now wants to buy the shares back from Party A, who was willing to part with 20 shares for $2 each. The total value of the company just increased 100% without any new money flowing into or out of the market. > Otherwise price action calls bullshit on “everyone is bearish” Nobody said anything about "everyone", that's a strawman you made up. As I explained in another comment, there are two reliable inflows into US equities - corporate buybacks and foreign investors.
FMS and AAII surveys are actually very reliable inverse indicators. As for money flows, you realise stocks cannot go up without net inflows? If your money flows data is correct, market actors other than hedge funds and retail must be bullish and taking the other side of the trade, and there’s more of them as well. Otherwise price action calls bullshit on “everyone is bearish”
Other sources are saying otherwise: [Retail sentiment most bullish since Nov 2021](https://www.aaii.com/sentimentsurvey) [BOFA FMS: Fund managers' most crowded trade by far is long big tech. Lowest cash allocation since Nov 2021](https://www.bloomberg.com/news/articles/2023-06-13/bofa-poll-shows-investors-speeding-exclusively-toward-big-tech) Of course all these secondary data are inferior to price. Which part of the recent price action is bearish to you?
Total federal outlays are $400B annually. GDP is >$26T. [https://fred.stlouisfed.org/series/MTSO133FMS/](https://fred.stlouisfed.org/series/MTSO133FMS/) [https://fred.stlouisfed.org/series/GDP](https://fred.stlouisfed.org/series/GDP)
The sort of mention this I think. > It is noteworthy that significantly higher odds of worsening cough and sputum were noted among CMS in comparison with both NMS and FMS, but not between FMS and NMS. The latter finding is consistent with previous data showing a significant reduction in symptoms of chronic bronchitis after cessation of marijuana smoking.
I think almost all the data evidence shows that the Fed is still very dovish and in stimulus mode. The money supply has grown by a huge amount and hasn't declined enough to stop inflation: https://fred.stlouisfed.org/series/M1SL https://fred.stlouisfed.org/series/M2SL The Fed's balance sheet still shows a huge amount of assets that were purchased to inject cash into circulation to inflate the reat estate, stocks and bond bubbles: https://fred.stlouisfed.org/series/WALCL The Monthly budget, area under the curve from Jan 2019 through current 2023, shows that there is much more QE than there is QT: https://fred.stlouisfed.org/series/MTSDS133FMS I sure hope that the price of housing, rents, and food doesn't double, and hope that rates don't go up to 10% or 15% causing declines in the price of stocks and bonds. That's what I'd call a hard landing.
>BOFA FMS: "LONG BIG TECH" AND "SHORT US BANKS" MOST CROWDED TRADES ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-04-18 ^04:10:03 ^EDT-0400
>BOFA APRIL GLOBAL FUND MANAGER SURVEY: MOST BEARISH OF 2023 ON CREDIT CRUNCH CONCERNS \>BOFA FMS: HIGHEST BOND ALLOCATION SINCE MARCH 2009; MOST BEARISH REAL ESTATE SINCE JULY 2009 ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-04-18 ^04:09:39 ^EDT-0400
Hasn’t changed for me, ON, TSMC, NTDOY, FMS, UNP. I have a high degree of confidence I will outperform SPY with these 5 as my main holdings
>BOFA FMS: RECORD THREE-MONTH JUMP IN EXPOSURE TO EMERGING MARKET STOCKS \>BOFA FMS: MOST CROWDED TRADE IS NO LONGER "LONG DOLLAR" BUT "LONG CHINA STOCKS" AND "LONG INVESTMENT GRADE BONDS" [twitter.com/DeItaone/statu…](https://t.co/PY4rqdlhq9) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-02-14 ^08:04:16 ^EST-0500
>BOFA FMS: INVESTORS STILL OVERWIEGHT CASH, BUT ALLOCATION DOWN TO LOWEST SINCE THE RUN-UP TO RUSSIA/UKRAINE WAR \>BOFA FMS: INVESTORS OVERWEIGHT COMMODITIES, UNDERWEIGHT EQUITIES, BUT LESS UNDERWEIGHT THAN PREVIOUSLY ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-02-14 ^08:04:02 ^EST-0500
Sold LVMUY, bought PPRUY, sold SAFRY, bought FMS, sold EADSY, bought HENKY
I guess it depends if you trust BoFA FMS. [https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-18/card/bank-of-america-global-fund-manager-survey-highest-cash-levels-since-2001-fPJCke0TF86mu6jq3794](https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-18/card/bank-of-america-global-fund-manager-survey-highest-cash-levels-since-2001-fPJCke0TF86mu6jq3794) >Cash levels are at 6.3%, the highest since April 2001, BofA reported. [July chart but relatively close](https://imgur.com/a/BDnefWw)
FMS stock. Dialysis provider in duopoly with DVA. Global duopoly. Pays 4% dividend. Can't imagine it's going to go lower, earnings were impacted because ESRD patients died from covid. Their clients died, that's why they took a hit on earnings. However, more and more people will be in dialysis as there are not nearly enough kidney transplants and the global population is getting older and sicker and nobody wants to die. Reimbursement for dialysis by medicaid is already as low as it gets. I am loading up. RemindMe! 365 days
And Ray something who looked like Danny Devita came up with a Condor in the Bond futures pit in 1977 I opened the Puts at CBOE the Bond contract at CBOT the SPUs at CME in 1972. The DM options, the bond options the SP options. Opening trades in all Member of CBOE CBOT and CME all at same time Wrote booklet on options for NYSE. Advisor to FMS and FHLB on options. Synthetic long is a combo long call short put. How bout the mambo- combo in grains?
What are the thoughts on puts? Just based on how FMS did last week?
I have one that’s on its way: FMS
When i am in buy mode, I buy almost daily but i log into my brokerage account and actually buy shares or fractional shares that way. I use it as kind of a break when I'm working for micro breaks. I don't usually do it when I'm not at work. I use a stock screening app and refresh it throughout the day and just see how the market is doing. When things are going poorly I buy more, for example this whole week I bought like 1 share of tdoc after earnings, and today I initiated a position of a few dozen shares of FMS. That's it, aside from my auto investments. You do you. My 401k is -23% on the year, and whereas my brokerage account was like -20% a couple months ago, its +1% on the year as of today. You do you.
I'm hoping they have improved revenue and lower cash burn. Hopefully $2.5-$3.0mm rev and only $3.5-$4.pmm loss. Still won't be profitable for a few more Q's imo. Honestly I am watching the MDT and DVA partnership designed for renal care. I think NUWE is prime for a buyout down here at $6mm market cap whether it is $BAX $MDT or $FMS.
This may not be the time or place, but quick analyze this stock: FMS
All FMS is old shit for a good reason.
Oil / gas: [Link](https://www.eia.gov/petroleum/production/) GDP: [link](https://fred.stlouisfed.org/series/GDPC1) Deficit: [link](https://fred.stlouisfed.org/series/MTSDS133FMS)
[https://fred.stlouisfed.org/series/MTSDS133FMS](https://fred.stlouisfed.org/series/MTSDS133FMS) The deficit increased every year under Trump. Cumulative for his presidency (Jan 2017 thru Dec 2020) was $5.9T. The deficit is decreasing YoY so far under Biden. Cumulative deficit at $2.5T.
NUWE has to get bought out like TXMD just did. Way to much potential for companies like MDT FMS DVA BAX to just leave on the table.
FMS profit expectations slump to the lowest level since COVID. Chart shows net % that say global economy will improve. Extremely negative sentiment so everything will moon next quarter, especially the semis
It looks like $FMS beat on earnings. Silver futures are up. I bought back in today at $4.12. There was a golden dross on silver futures today. TY 4 reminding me
I snowboard that shit homie. AUY $FMS $HYMC
Well from here it can only be good news. Covid was their hurdle. Now that this is behind them and they have their reimbursement code I expect sales to really take off. They also have a partnership with $PINC. So either a new partnership, product, or acquisition is possible. Personally would like to see them bought by MDT or FMS in the future.
People need to look outside of their comport level in tech stocks. Here are a few stocks that I own that have outperformed this year and are up today. $MOS 2%, $EXK 6%, $FMS 6%, $GOLD 0.4%, $KMI 1%, $GLDG 5% and $BP, $PSX, and $HAL are basically flat. Now everyone of these stocks could finish in the red today and crash tomorrow; but there is still money to be made in this market. And I am not doing great as most of my other stocks are down big for year; but these stocks have my portfolio above water for 2022. Diversify, diversify, diversify.
$DVA, $FMS. Not financial advice.
Same page. A previous finding from [ceo.ca](https://ceo.ca) actually supports this thesis, pasted below. I am in all 3 of the bigger stocks you mentioned, but I can not pass up the temptation of a 10 bagger... "To me this breakdown is worth it to identify the one that will catch up to the +1000% club. Important factors to me are: Market Cap (MC) - The lower the better, as early-stage companies are more likely to get you potential multi-baggers Avg Volume - This shows me how much momentum and support the stock currently has. Definitely higher the better. Shares - The amount of shares outstanding should be lower to show a tighter float and less dilution, which leads to more movement of the price. Over 100,000,000 is typically getting into over-dilution territory for small cap. % from 5yr High - If a stock is too low from its 5yr High I just get the feeling that its some old beat-down company trying to get a few bag-holding shareholders out of. If it's too close to its 5yr High however, I get the feeling its currently overpriced. I look for around -25% to -75% from 5yr High as a sweet spot. $CCB: $10,430,000 MC / 112,000 Avg Volume / 129,000,000 shares / -78.95% from 5yr High $STS: $22,390,000 MC / 734,000 Avg Volume / 99,400,000 shares / -56.73% from 5yr High $ERA: $17,100,000 MC / 119,000 Avg Volume / 148,000,000 shares / -75.53% from 5yr High $LLG: $77,690,000 MC / 102,000 Avg Volume / 136,000,000 shares / -80.61% from 5yr High $NGC: $45,210,000 MC / 127,000 Avg Volume / 79,000,000 \*shares / -1.72% from 5yr High $FMS: $29,220,000 MC / 339,000 Avg Volume / 487,000,000 shares / -73.91% from 5yr High"
Graphite stock on the TSX venture are taking off. FMS.V, LLG, NGC. I’m going deep tomorrow
Here are my findings with Junior Movers in graphite, and which I think will move more than others. It helped my with my picks and may help you with yours. Disclaimer: I have too much time on my hands To me this breakdown is worth it to identify the one that will catch up to the +1000% club. Important factors to me are: **Market Cap (MC)** \- The lower the better, as early-stage companies are more likely to get you potential multi-baggers **Avg Volume** \- This shows me how much momentum and support the stock currently has. Definitely higher the better. **Shares** \- The amount of shares outstanding should be lower to show a tighter float and less dilution, which leads to more movement of the price. Over 100,000,000 is typically getting into over-dilution territory for small cap. **% from 5yr High -** If a stock is too low from its 5yr High I just get the feeling that its some old beat-down company trying to get a few bag-holding shareholders out of. If it's too close to its 5yr High however, I get the feeling its currently overpriced. I look for around -30 25% to -75% from 5yr High as a sweet spot. $CCB: ***$10,430,000*** *MC /* ***112,000*** *Avg Volume* */* ***129,000,000*** *shares* */* ***-78.95%*** *from 5yr High* $STS: ***$22,390,000*** *MC /* ***734,000*** *Avg Volume /* ***99,400,000*** *shares /* ***-56.73%*** *from 5yr High* $ERA: ***$17,100,000*** *MC /* ***119,000*** *Avg Volume /* ***148,000,000*** *shares /* ***-75.53%*** *from 5yr High* $LLG: ***$77,690,000*** *MC* / ***102,000*** *Avg Volume* / ***136,000,000*** *shares* / ***-80.61%*** *from 5yr High* $NGC: ***$45,210,000*** *MC /* ***127,000*** *Avg Volume /* ***79,000,000*** *shares* / **-*****1.72%*** *from 5yr High* $FMS: ***$29,220,000*** *MC /* ***339,000*** *Avg Volume /* ***487,000,000*** *shares /* ***-73.91%*** *from 5yr High*
I HATE YOU BULLS https://pbs.twimg.com/media/EXwjUkkWsAE1FMS.jpg:large
Under $1: MN.v MRS.v LTE.v PLUR.v QYOU.v Under 10 cents: FMS.v
I worked with DVA. They’re huge and the rate at which they grow new facilities is astounding. Plus they offer a 10% market price discount on stock. Easy money. Tbh I don’t see why they can’t monopolize the entire market. They split relatively evenly with FMS and actually share products between the two.
Realized today that America is fat as fuck and getting fucking fatter. Building out my Fat Fuck port $DVA $FMS $MCD $RNLX $TWNK
Feels good to see WWT but should add some of the graphite tsxv stocks. Some very intresting operations for increased demand over the next 10 years. LMR FMS NGC LLG.
Healthcare IT. Bullish on MSFT (bought Nuance and collaborating with Epic on Teams integration). UNH (mostly for exposure to incubation projects and other investments). FMS and DVA (kidney disease is a massive market). CVS (efforts to diversify are going well and they will continue to improve cash flow situation with Aetna).
What is the difference between FMS and FME?
From a value stock perspective BEPC, FMS, and HSIC. I've been watching GSK. I have hope for all of them eventually. As to SPACs, I've switched from a BUY sentiment to HOLD, including my frenemy GIK.