GIS

Jbball9269

You’re not going to like the answer. It’s consumer staples and oil. GIS and Hormel for example are trading at 10 year lows while having a strong real yield with the current higher for longer rate environment

PlanetCosmoX

There is nothing special about Palantir’s software. It has no special capabilities and it’s not even AI. It’s below average GIS software that applies AI as tools, and it’s below average because other companies have much better applications than what Palantir created. The only thing Palantir did different is marketed the software to people who know nothing about software and do not have the capability to understand it, and they marketed it as a black box. The perception of value to these idiots is what awarded Palantir contracts. If you bothered reading the earnings you’d notice that every project that Palantir gets requires an army of consultants to apply the software to that specific function, which is exactly what a regular GIS company does.

MrDeoBook

Stock price on the stock exchange is not alway linked to the funamentals of a company (crazy i know). For conservative inestors (like me) dividend is a way to absorb potential market volatility. Take GIS. It went from 95 to 45 while the company fundamentals stayed the same. The dividend payed by the company allows a risk averse investor to absorb the loss.

MikeMcArdle

buy: JNJ, GIS, MSFT

No-Improvement3164

A lot of stocks got killed. Will they recover? GIS FLO same way

CCWaterBug

I went with sofi early this afternoon after the drop. Also added GIS a few days ago.

No-Improvement3164

I say FLO back to 30 and GIS back to 90. Shrink those dividends.

BlueSpaceSherlock

GIS to the moon 🚀 🥣 🌾  Only green in my portfolio btw I am never investing again.

PlanetCosmoX

Actually, Palantir is behind marketing sub performing software compared to competitors, they’re just better at marketing it to informed idiots that don’t have an understanding to begin with. Marketing a black box to Trump is much easier than trying to tell him what’ actually going on. He’ll consider the black box to be worth more as well. So really the success of Palantir is a reflection of the stupidity of the people making the decisions and isn’t a reflection of the capabilities of the software. Palantir is not an AI company, it’s a GIS company. This is clear in the earnings as each project requires influx of consultants to drive it.

Plus_Seesaw2023

I'd rather get rekt on GIS KHC... but McCormick could also be a prime candidate for a harsh correction from Wall Street... LOL There may be some hope, given that PG has rebounded recently...

InfamousHedgehog691

I’m drawn to CVA’s valuation and high yield, but its giving me flashbacks to KHC in 2019— an experience that didn't end well for me. KHC still hasn't figured out how to revive its revenue, and defending against private labels feels like a never-ending treadmill for these legacy brands. ​On the other hand, GIS' pet food division has an edge against private label. I know pet owners that will spend up which creates the kind of brand loyalty and pricing power that pantry staples just don't have. That said, if CVA actually executes its turnaround, the potential upside is significantly higher. No position currently, I'm considering OGN more than anything, thanks for that!

Friendly-Excuse400

I just looked at GIS. Nicely profitable with significant FCF. Net debt to EBITDA not ridiculous at 3.7x and they have been paying down. Decent dividend at 5.5% which I think is safe. Should hold up well if we go into a recession. I like it and added to my watchlist to consider buying. I think long term, it could retrace to $70ish range so about 50% upside potential.

InfamousHedgehog691

What about GIS?

BernardoDeGalvez

I learned 2 things in my 21 years in investing 1- Don't try to predict markets, try to understand if the business you're buying will be here in 25 years. If you just own the SP500, not even a need for the 2nd part 2- Use the markets as the tide. Don't fight against it because it is illogical and understand that the whole world is not Reddit or your circle of friends/age group in your city. What I am trying to say in examples is, Just because you're grom a major US city and you're 30, don't think Facebook is not growing (when Meta was at 88). Just because the news are yapping about the end of oil dependance don't think oil is dead (5 years ago) Just because pandemic happened, people is not going to stop going out/being social (Peloton, zoom... hype) Just because Apple products are overpriced, obsolescence programmed, no innovation... blah blah blah, doesn't mean they have a fanbase, Apple is seen as a symbol of status and since I begar readings rhose critiques, the stock price has gone up may be 20 fold. What thinks I see today, that I want to think I am seeing right, after all those years of learning The trend now is AI and companies energy related but... For example food stocks and beverages PEP, MDLZ, KHC, CAG, GIS... are struggling. BUT. I don't know if people is gonna use AI that much, what I know for sure, is that people is going to keep eating. Brand loyalty is not that strong anymore, but all of us prefer the real Pepsi, the real Oreos and the real Heinz ketchup. Another thing about food stocks. 2 things. One is the GLPs. I am seeing already (my wife is a surgeon and does plastic surgery) people want to have the cake and eat it. So, what people want, is not to be thin. But to be able to eat more cookies and then be thin. Even if that costs money, surgeries or even side effects. And second, just because in some areas of Europe, US, Australia and Japan, we are more health aware, that doesn't mean the rest of the world is like us. I've been A LOT in African countries (arab and black african) and in both cultures eating A LOT, and eating brands is seen as a symbol of status. In my last travel to Morocco, the cousin of the friend I traveled with to Fez, was having like 8 Pepsi cans/day. And he liked it to put the Pepsi outside of the car wile driving and walking by the street with the can. Totally unexplainable to me. Another trend Nike is on the shitter, but same thing. EVERYBODY was on Nike clothing and shoes in Morocco (for sure 80% fake) but still it is a symbol of status for them. And I looked at it. Do you know which brand is the most valuable and likable in all Africa? Nike. So I won't be so bearish when a whole continent, that is gonna double their population in the next 25 years, loves that brand. And Africa while super poor is a continent where wealth is gona 4x in those 25 years.

Me-Regarded

And go long on packaged foods because they are all that's left to spend on. CAG, BGS, GIS all at excellent entry points

RoninMagister

Holding fast with SMCI, but building up GIS -- hard to beat a 5% dividend at such an affordable price.

the_Q_spice

Honestly (brutally so perhaps) speaking; Data analysis positions were hired to gross excess during COVID. A huge number of universities started data science programs that really just amount to rebranded statistics degrees, without the hard math requirements. A lot of people in the analytics field aren’t as competitive as they think. I taught in a program that got a lot of overlapping CS and Data Science students taking our courses (geographic analysis, specifically GIS, remote sensing, and spatial statistics). Comp sci and data science students have been our worst performing students since the inception of their programs. We even were required to get rid of our physics and calculus pre requisite classes just so they could meet their graduation requirements.

Jordykins850

GIS PAYING OUT BABY 🤑🤑🤑🤑 Tech down, General Mills up up up 😌

No-Improvement3164

FLO back to 2008 levels. GIS exdividend date Friday. Buy today to collect. I don’t know what to think about these.

Chrishall86432

Go to any thrift store and count the number of Vera Bags they’re trying to sell for $25 because they were popular 10 years ago on the Etsy resale circuit. If you’re into investing in consumer cyclical luxury goods, try TPR. Right now CPB and GIS would probably be a better investment.

TibbersGoneWild

All Consumer defence are down. Look at GIS, PEP, KHC and CPB

Pondlurker1978

OP, how do you feel about GIS today with it sitting at its 52wk low?

Jordykins850

GIS on a fast 10% slide down. Easy place to buy hoping for a bounce.

arealcyclops

I just took a look at their brands. I don't feed my family any of that trash. I'm not some organic crunchy parent either. Their brands are literally diabetes-inducing trash. It's a sugar-food company. People don't need to eat GIS foods.

JohnnyBoyJr

Cash flow, my friend. GIS has paid uninterrupted dividends since the 1800's. Thru market panics, multiple pandemics and world wars. General Motors went bankrupt partially because people don't *need* to buy new cars. But people gotta eat. They don't necessarily need to eat organic, but they gotta eat.   Food companies in general are near 52-wk lows. Conagra, Kraft, Kellogg, etc. It's cyclical.    I've had a watch position in GIS since during the early days of Covid and believe my position will outperform the S&P 500 over the next 2-3 years. They'll find their footing. They're not going bankrupt. I could have cash sitting in a HYSA earning 3.5%, or I can have it sitting in GIS earning 5.2% and eventual share price appreciation.  I'm patient.

arealcyclops

So, your logic is that people need to eat and gis is a food company so... it's a good stock? One thing doesn't follow the next. GIS hasn't been around forever and food manufacturers go out of business regularly, like any other business, and most of your "analysis" is just regurgitation of what the stock has done which doesn't in any way qualify as analysis. Best of luck. From what I can tell you'd do much better buying SPY.

JohnnyBoyJr

I see what you're saying about trying to get GIS a bit cheaper. My portfolio is a bit heavy when it comes to GIS. They pay a good dividend, which is incentivizing me to wait it out. I decided to buy more on 12/31, as the stock had been trending down in the few days prior. Only 1%, and I had hoped it would be stabilize. Nope. Down almost 2% today, 1-5-'26 and I'm down over 3 1/2% since buying more on 12/31. However, the other 3 stocks I bought at the same time are up more than that - so I'm money ahead (for now) GIS is down 50% from their ATH. At the end of the day, the consumer still needs to eat. Sure, preferences can change but GIS has been around forever and will continue to adapt with the times. I'm not expecting it to double next year by any means, but eventually it'll hit a bottom. Back when I 1st bought GIS, I had wanted to buy more, but decided it could potentially fall some more. I viewed GIS as a LT hold with a good dividend, and didn't mind possibly buying a bit too high, as I didn't want to miss out on a potential bottom. And they pay a solid dividend to wait. Fast forward to 12/31 and I'm (probably) at my max investment in GIS. I'll plan on holding and collecting a 5%+ dividend. Eventually they'll get their act together and it'll recover, just like it always does.

Ready_Scratch_1902

https://preview.redd.it/va909m9uxkbg1.png?width=360&format=png&auto=webp&s=308285cfbcb0beba595c84b0f68a67a0efd047eb GIS i know how to pick em'

Fat-Wallet

I’ve bought some GIS. Tariff pricing fiasco is short term pain. I see it as a buying opportunity for a stable company.

Weldobud

I’ve been watching GIS for a long time. It’s not gone anywhere except down and then stays in the $45-50 range. Dividend is good, although it’s very unclear if there will be any stock market rally anytime soon. If you are happy to wait VZ is an option too. Or a REIT like VICI, O, ARE give dividends around that range. Worth a look.

DoubleFamous5751

https://preview.redd.it/swewbckjtg9g1.jpeg?width=1170&format=pjpg&auto=webp&s=996a7cf7d7cd505d396edde61d1765cde28c5716 Buy calls on GIS

CandidFriendship2268

Traded GIS for VGT & sold HRB for ABBV. I am VERY happy I sold GIS and HRB. I also sold all my Gladstone stocks.

NotaFTCAgent

Get an online certification in GIS and Lidar and find a remote job that doesn't care where you live in either Europe or America, or try to find one in one of the African countries that are actively investing into technology. Youll make that 41k back quickly and then can gamble it all again. Shit you could maybe even work for an african government office of infrastructure, development snd planning if you actually get decent at GIS and Lidar. Start making maps using LIDAR.

NoBeerIJustWorkHere

You need a plan. And not just “I need to invest $4000 a month,” but a plan for what actually lets you retire. What will your base yearly expenses be in retirement (in today’s dollars)? Will you have a paid off home or rent? Will you want to travel and live lavishly, or live frugally and stay close to home? Adjust the annual expenses to compensate. Then, as a basic rule of thumb, multiply that number by 25 and there’s your number. But you might not need that much. Don’t forget CPP and OAS. You aren’t all alone in Canada. CPP if you work a full career could be $1000+ per month at 65, and then OAS is a base $740 monthly right now for Canadians who have lived here their whole lives. These are indexed to inflation and significantly reduce what you need to have saved. If your income isn’t above a threshold even with those, you can get the GIS as well for a top up. If you have a spouse you will both receive them. A lot of people cover most of their expenses once they start receiving those government pensions. You can start receiving CPP any time between 60 and 70, but you get more the longer you wait. You can get a CPP estimate on the service Canada my account website. It assumes you work until 65 and factors in all your contributions thus far. But you could take that estimate, maybe reduce it a bit for safety, and add the OAS $740 you get at 65, subtract that from your monthly expenses in retirement, multiply x 12, then x 25, and that number might be a good starting point to target. It might be more achievable than you think. Cost of living wise, if you’re somewhere expensive like Toronto or Vancouver then you could consider moving somewhere cheaper in retirement to stretch your money further. Or save more, but that adds time. I don’t know what you mean by “outside of an RRSP.” If you aren’t already you should be investing inside your RRSP, and your TFSA. They can hold ETFs and other investments and growth is tax sheltered (especially in the TFSA).

TJMBeav

Nothing. Just wait. I bought the following 3 weeks ago and they have popped nicely $NVS, $DIS, $TGT, $GIS and $UNH

No-Improvement3164

I told you guys GIS was taking me to Tendyville 😂

TJMBeav

Look at $GIS up after earnings

Stocks_N_Bondage

- Calls: JBL WOR - Puts: GIS LEN

ochreundertones

I don’t have one, it’s a good company to hold. That said I’ve pulled out my principal and a good bit more over the last few months (mostly long term gains taxes, but I’m also in a low tax bracket so it’s whatever) because it’d crept up to over 25% of my portfolio. Unloaded to about 20% which still feels high. Threw that and then some into some stocks I saw having more immediate upside (rockets, GIS/satellites, other chips, nuclear, chip services). Don’t plan to sell more soon. In fact might buy some more on a sharper correction.

No-Improvement3164

GIS is gonna take me to Tendyville

skilliard7

Internet/mobile service is only a short term decline, not a long term one. People aren't going to stopping using the internet or cellular data. Over the long term, there is a lot of earnings growth potential. Debt is a moderate concern, but their leverage is not that significant. > CAG and GIS being food companies are bound to trade cheap. Historically, consumer staples traded at very high multiples due to their resilience during recessions. KO trades at 23x pe, PEP at 29x, hershey at 32x PE. GIS and CAG are cheap because they have faced some challenges the past couple years. >PYPL is a value stock but gets overlooked by V and MA. I think the concern is competition in the digital payments space, whereas V and MA still survive even if digital payments take off because people use credit cards to make digital payments

Suitable_Air_2686

CMCSA and VZ have huge debt and are in declining industries. CAG and GIS being food companies are bound to trade cheap. PYPL is a value stock but gets overlooked by V and MA.

skilliard7

> People talk about broadening out of mag6 but truth is the rest of the 493 are not trading at particularly cheap valuations either and offer less certainty of earnings CMCSA is 4.66x earnings (~6-7x earnings if you exclude one time gains from Hulu sale), VZ is 8.78x earnings, GIS is 8.86x earnings, cag is 10.1x earnings. There are lots of cheap stocks if you know how to look. It's just that none of them are exciting stocks that you can expect to double in a year, so no one wants to own them whem.

TJMBeav

DIS, TGT, NVO, UNH and GIS? That's the port I built in my real account last two weeks. All shares

TJMBeav

These are actual share buys in my non option account. Give you a feel fir my strat: $GIS, $TGT, $DIS, $NVO, $UNH

skilliard7

There are stocks trading at rather cheap levels right now, because the entire market is trading based on momentum and hype right now. People are selling off boring stocks to harvest tax losses and piling into AI stocks. There is opportunity in buying boring stocks. CMCSA- 6-7x forward earnings, compared to 15x historically. While they face some stagnation due to competition in the broadband space, that's still potential 15% returns just for keeping earnings steady. PYPL, GIS, KHC, CAG, VZ are all in a roughly 10-12x forward PE range. Then you got REITs like AMH/INVH trading at 20-30% below the value of the homes they own minus their debts.

me_xman

Foods companies like GIS CAG KHC CPB DEO CMG.

Ready_Scratch_1902

30% move in btc is like 2% move in GIS everyone calm the f down

modder9

Quite the opposite. My industry does a lot of CAD and 3D modeling. Considered virtualizing the workstations, but it’s easier to just keep having the team order ~300k/year in new precision workstations than to pay for GRID licensing and do dedicated VDI. I’ve seen bad VDI for CAD/GIS workloads and it looked like a nightmare to get right. NVDA did good inventing CUDA 20 years ago. There is nothing stopping it from being replicated.

Krammsy

When retail staples like WMT, TGT, GIS, DLTR or utilities lead, look out below.

ShadesOutWest

$GIS is sitting near support going back to the 2009 low. 5.12% yield with manageable debt.

Mr-FD

Boring af i know but General Mills (GIS) shares

ProspectorHoward

GIS MDLZ KHC PEP You know its bad when snacks are up

No-Improvement3164

I bought some GIS today

No-Improvement3164

We should jump in KHC and GIS and bail out Buffet while he chases GOOG.

Mr-FD

General Mills (GIS) and chill is definitely an option

zippyspinhead

My big risk stock (PLTR) is up 50% and my safe value stock (GIS) is down 25%. Let me repeat, General Mills is down 25%, have people stopped eating?

No-Improvement3164

I think you all are over looking GIS. The boxes are getting smaller and the price is going up. They making monies.

No-Improvement3164

I’m in GIS. 😂

Ready_Scratch_1902

would you believe me if i told you i rotated half my shit into GIS last month

daidpndnt_src

Phil is the new Burry. Phil’s Burry. Pillsburry. $GIS to the moon.

No-Improvement3164

It’s over time to sell NVDA for GIS.

IndependentUsual7444

My newest position is GIS

Orange_Codex

Is it GIS?

JRshoe1997

The fact that you just named GIS, MDLZ, PG, and KHC which is basically a huge chunk of the consumer staple sector shows you have no idea what you’re talking about. Not just these companies but PEP and HSY too. This is not an individual company issue but a sector wide issue. We have a weak consumer and high costs which is ultimately having an effect on spending and profit margins for all these companies. High costs and weak consumers has caused these companies earnings to slowdown or decline which has caused the stock prices to depreciate. It’s the same with the healthcare sector too. Really the only that has been performing extremely well is tech which has been due to the AI bubble. The AI bubble has caused companies to overspend trying to establish some type of AI infrastructure within the company and throw money at tech companies to create that. As a result tech earnings have skyrocketed and so have their stock prices. These skyrockets in tech stocks have caused the market to move higher and higher. Tech basically moves the entire market right now because they are so highly valued and have an enormous market caps. It’s why 35% of the total S&P 500 is tech and that 35% is only 8 companies out the other 492 that make up the entire index.

Playful-Doctor2087

The answer is GIS.

Relative_Double_9572

$KHC, $CL $CLX $GIS I'm going balls to the wall on consumer staples cuz they've been going down like, forever and these are solid companies that have been around since I was a lad. Then I'll cry when they continue to go down even more. Dry eyes, wash, repeat.

TeamFoulmouth

GIS, & CPB....If this all goes to hell, everyones gonna be eating soup n oatmeal!!🤣

Ready_Scratch_1902

GIS. where broken crypto traders shove their last stack

PlanetCosmoX

Palantir was not an Ai play to begin with. It’s a GIS company operating with a black box that is hiding the fact that it’s a GIS company. If you looked a the earnings they have to hire consultants to support each project they jump on. Its current valuation is insane.

Metacog_Drivel

Still holding GIS? 😬

PlanetCosmoX

Saw it all, and frankly the competition is years ahead. It’s not an Ai play it’s a GIS company.

PlanetCosmoX

Except that Palantir is not an A.I. stock, and they did not build an Operating System, they built a program that runs directly off of a hardware kernel. An Operating System has the capability to run other programs, they do not have that capability. This is a GIS company and nothin more. every project requires consultants in order to customize the software just like every other gis company. The tools are basic, the GUI is horrid, and they are behind the competition. Palantir is a massive bubble.

Hnry_Dvd_Thr_Awy

GIS! I hate that shit.  (It is my degree. RIP) 

dvdmovie1

Grocery stores advertise products for cpg names, but you wouldn't have wanted to own a fair amount of them over the last 5 years (GIS, KHC, SJM, etc.)

Academic_Wafer5293

GIS, KHC, KMB, PG, DEO, BF.B, LYB, FMC, BMY to name a few. Obviously the story for these are not rosy like AI that's why they trade at these valuations.

Me-Regarded

GIS is what I just bought. Good earnings, suffering from the SNAP drama. CG a contender. I think COST is also down because of snap

dvdmovie1

Yes, although in a fair amount of cases it's not as if they're doing great as is. GIS -22% YTD, CAG -32% YTD, HRL -23% YTD, PEP back to around flat YTD, PG -8%, TSN -9%, KHC -16%, SJM -5%, etc etc.

ExplanationFuture422

If you really believe all of that, then buy GIS.

3boobsarenice

GIS came out with a bunch of new flavors recently, let's rip.

Plus_Seesaw2023

The rise of Nestlé, and the hate that's present here, really shows that now is the time to buy Food stocks. Nestlé, GIS, KHC, Mondelez, etc. ... this is a sector that will likely see a rebound in the coming weeks.

Plus_Seesaw2023

How many KO or MCD shares do you own? LOL But I know deep down that you love your late-night (Nestlé) hot chocolate on cold winter nights… McDonald’s, Pepsi, Coca-Cola, KHC, and GIS are probably more responsible for obesity than Nestlé… Have a nice day.

SizeAny2424

We’ll see. I sold my GIS call and bought shares for the dividend. I don’t know if I’m completely sold on these food staples though. It seems like the country is turing more healthy

Successful_Safe_1440

Even if these were ITM there are hundreds of companies that would be better for growth and capital gains. Declining dividend companies good for selling certain types of options maybe but buying calls on KO at 30x p/e right before the recession idk General Mills is trading at 9 p/e if you want to buy calls on consumer staples i have a GIS call. I’m not hating on you. You have enough time value that there is a chance

babarock

Across my portfolios: ADC, APLD, DUK, GIS, IAU, MCD, MO, PEP, SLV, SO were up over 1% and several over 2%.

TibbersGoneWild

Well it depends on what price you for PEP at. If you bought at $127-$130, then you’re up quite a bit. PEP I’m worried about their earning payout and cash flow payout ratio for their dividends. GIS is still sub 70% for both.

TibbersGoneWild

Sector rotation, defensive portfolios for economic down turns, value investors looking for value plays, high dividend yield chasers with sustainable pay out ratio, new food innovation and company’s willingness to adapt to trendy foods (high protein) and cut out the losers (sale of yoghurt business).. there are many things that could move GIS. It is true that the lows keep going lower, but it hasn’t moved much lower since two earnings ago in June. Most recent earnings came out and it was actually neutral. This is a well established brand and they wont be going away any time soon. Who knows, but I could be wrong..

TibbersGoneWild

GIS earnings payout ratio and cash flow payout ratio are both currently sustainable and stock price is at multi year lows. TTM PE is at 9 but when subtracting the one time income from yoghurt sale business last quarter it is actually 12 (Historical average PE is around 15 and forward PE is 13). Dividend yield is at 5% which is also near its highest since 2018. In addition, GIS is slowly paying off their short term debts and doing stock buybacks. Both revenue and EPS forecast/estimates are very close (within less than 1% beat or miss) in their past history. With that being said, their future forecast is looking flat until 2028 and you can expect them to be pretty accurate. So I believe this it’s a good opportunity to snag some up for cheap before 2027/2028 (when their bottom and top end line are expected to pick back up again). I believe $48 may be the bottom. It’s has fluctuated around $48-$51 for the past 3-4 months.

SeriuoslyCasual

Sometimes you buy low and it stays low. What moves GIS?

PuddingInMyPants

My thought on GIS (which i recently rotated from tech) is that it is an attractive swing trade on the 1-2 year timeframe. Cereal has news headwinds with attacks on nutritional quality, but in reality it is delicious and a stable market and at $50 a share it is as weak versus its long timeframe moving averages as it ever gets (2017-2019 and twice in the 1970's it got this "cheap").

SeriuoslyCasual

GIS is a great way to lose money. The market rewards growth and staples almost have none. Pretty much all of them down.

ucbcawt

What are thoughts on GIS? It’s dropped 20% over the year

TibbersGoneWild

GIS, FLO. Basically consumer staples

TibbersGoneWild

Consumer staples such as FLO, GIS, KHC

SizeAny2424

Me with my GIS and CPB calls😞. Yes, I’m retarded

No-Improvement3164

GIS is tomorrow if you buy today. 😂

TibbersGoneWild

Calls on packaged food stocks? FLO, GIS, KHC?

ProspectorHoward

GIS 52 week low and 5 percent dividend can't go wrong

No-Improvement3164

How’s that GIS dip I bought looking fellas? 😂😂😂🇺🇸

Wayne_Kurr_1

Consumer staples (FLO, BGS, CAG, GIS) ... boring, priced for bankruptcy and madmax dystopian future. Also Futa Tentacle stuff is a spicy category