IFF
International Flavors & Fragrances Inc
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Morningstar article: 10 Most Undervalued Wide-Moat Stocks to Buy
Materials Sector Weekly Round-up: Corteva tops list; IFF drops to bottom
IFF stock tanks on grim outlook amid macro uncertainty
[$TLSS] 3-Bagger? Definitive Proof That The Salson Acquisition Will Go Through
IFF Earnings May 10 2021, what happened?
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most likely IFF was bugged this happened with our cruises earlier last year shot down our aircraft as they were flagged as foe,
Will they be invading Iran this weekend? will all the fuss about Ships IFF transponders "going dark"?
I think all this companes are essentially off book CapEx dumps for the mag 7. Like the NBIS MSFT deal looks great as a headline. But then you realize NBIS has to buy the GPUs. Secure the power. Build the vfacility. They do all the hard work, risk, capex. And then MSFT will only end up buying all the service back from NBIS if it makes sense for them. MSFT has an out in this deal and doesnt need to buy all the services. So IFF everything stays the way it is, the deal will be a net positive for NBIS. But if theres any slow down, oversupply, or change in the market place, NBIS took all the risk for a reward that most certaintly would not be worth it. IFF -> If and only if.
Green day tomorrow, still TOO MANY BEARS, the market will only go down, IF AND ONLY IFF all bears are dead and broke and all the bulls have gone all in, full port, max margin and leverage
As the first commenter noted, you "stomach it" because the return comes with lower risk via diversification. The fees aren't driving the difference, the REITs and international exposure are (though less so recently). The correct comparison would be WF to VT, with some estimation of TLH savings. WF gives plenty of degrees of flexibility, including a very low ER TLH product that is S&P500 only. The TLH product(s) are "worth" the fee especially if you are not using WF to get international exposure (The TLH is inter-fund for international rather than direct investing)... IFF you want TLH. I am decreasingly of the view that these products make that much of a difference though, and they hinder flexibility on the longer horizons. I have a large-ish sum tied-up in the direct investing product and would convert out of it if the built-in gain hadn't reached the point of being untenable.
This is a great question. Investing directly in a single, non-major commodity like passionfruit is nearly impossible for a retail investor. Unlike coffee or orange juice, there's no passionfruit futures contract you can trade. Therefore, you have to invest in the 'passionfruit ecosystem' by looking at the supply chain. This is a classic 'picks and shovels' play: 1. **Upstream (The Growers):** This is the hardest part. Most passionfruit is grown on smaller farms or by massive, diversified agribusinesses where passionfruit is a rounding error on their balance sheet (e.g., `ADM`,`BG`). A pure-play public grower is unlikely. 2. **Midstream (The Processors/Enablers):** This is your best bet for a semi-concentrated investment. Who turns the fruit into juice, pulp, and flavouring? Look at the major flavour and fragrance houses. Companies like **International Flavors & Fragrances (**`IFF`**)** and Swiss company **Givaudan (**`GIVN.SW`**)** are key players that create the ingredients for big food companies. 3. **Downstream (The Retailers):** This is the most accessible but most diluted option. You could invest in companies that sell passionfruit-flavoured products, like major beverage companies (`KO`, `PEP`) or yogurt makers (`GIS`, Danone). You're betting on a consumer trend, but your exposure to the actual fruit's price is minimal. **Conclusion:** Your most realistic option is investing in the 'midstream' flavour companies like`IFF`. They are the closest thing to a pure-play on the demand for specific, exotic flavours.
Stop-loss and forge on. Can't know when a pull back will happen. Also hard to take tar-IFF news at face value.
The. Housing prices crash when we have a subprime lending crisis and Trump will bail out the banks IFF the US could even afford a bond sale at that point.
Imagine if OpenAI got fined and had an insurance payout Everytime chatgpt gave a wrong answer? That's basically what will happen with FSD. Every time it hits something, causes a problem, breaks a traffic law, Tesla will get fined. Chatgpt only works because it doesn't *have* to be right. There's no penalty for hallucinations. Hardware technology is much more methodical in development than software because hardware you can't just "release a patch for the beta version" over the weekend. Tesla fundamentally has issues because they rely entirely on cameras and have no dissimilar redundancy for collision and object detection like lidar. If you don't know what dissimilar redundancy is and why it's important you probably should stop talking on this topic. Yes, the autopilot comparison is valid because it provides a frame of reference. Airplanes *can* fly themselves from takeoff through landing. Most don't because pilots will manually handle takeoff and landing because that's where there is most likely to be other traffic, failures (hopefully not but it happens), and other issues that require quick and immediate intervention that a computer cannot handle well. When cruising airplanes are on clear flight paths and have all sorts of info from radar, to ADS-B data, and other niche info like IFF. This makes it man mentally easier to automatically fly the airplane through a computer. A car basically always operates in the congested takeoff and landing phase around the airport. People are always crossing streets, objects are always around, and most don't have to broadcast their location to others nearby. And for a robotaxi, it's likely it will be in the most congested areas because people use taxis going to/from major events, in super dense and populated urban centers, and when they're from out of town going from someplace like the airport to a hotel and the airport is as chaotic of a driving experience as you'll find. FSD is a long way off, how many Tesla shares do you own that you need the stock to go up?
I wasn't I was asking because YOU Claimed to have actual involvement on it. I am starting to wonder about you thought, because I most def do not blieve you needed a top secret. I had secret as. And even then, It's ALLLLL need to know, if you have top secret for SUPPLIES, which I highly doubt, it's ONLY related to that, You would not be able to walk into an IFF vault and ask about shit. lmfao. If you HAD top secret, you would know that. ALL clearances are still compartmentalized. BUT if YOU wanted to make it a pissing contest, I was only asking to see how much direct involvement on our intellegence you claimed to have. which you are 100% lying if you were in supply, top secret or not, as they are all compartmentalized, so if you were in supply, you had NOTHING on intelligence. OR our technology or equipment.
TAR-IFF FOR GYNA: 145% (Sniff) RETURDS ARE YOU NOT ENTERTAINED!!! 
IFF would be a good short for Rfk food chemicals. It’s already down 10%
Puts on IFF, International Flavors and Fragrances Inc(Earnings announce Tuesday post market) - Poor cosmetic sales growth(just like Estée Lauder- fragrance chemicals won’t do well), poor China outlook, loss making and may have to suspend/cut dividend.
Stock capital is just the money the company originally raised by issuing shares—it doesn’t change. Market value, though, is the current total value of those shares at today’s price. So even if Harvester raised more cash originally, IFF’s shares were valued higher by the market, making its total worth look bigger.
Never sell??? Ford, AT&T, Bud, IFF, so on and so on, I bet th HODL'ers there would beg to differ my dear sir.
MSFT - only 1 mention in the thread so far? OG antitrust stock AXON - police state/militarization ESLT - israeli defense contractor TSN - slaughterhouses IFF - artificial flavoring
I’m too lazy but here’s what AI says. Might be worth looking into some of these, as I’ve had good luck with AI-investing lol granted not all of them have been winners but it’s been more effective than me. Here is a list of stocks that have a wide economic moat, low P/E ratios, low debt levels, revenue growth, good market sentiment, and potential catalysts for future growth: 1. **ASML Holding N.V. (ASML)** - **Sector:** Technology (Semiconductors) - **Why it’s promising:** ASML is a leader in semiconductor manufacturing equipment with a significant competitive advantage due to its unique technology and scale. It has shown consistent revenue growth and has a strong balance sheet with low debt [oai_citation:1,The Stocks with the Widest Moats | Morningstar](https://www.morningstar.co.uk/uk/news/215591/the-stocks-with-the-widest-moats.aspx). 2. **Pfizer Inc. (PFE)** - **Sector:** Healthcare - **Why it’s promising:** Despite recent challenges, Pfizer remains a pharmaceutical giant with diverse revenue streams from its drug portfolio. The company is undervalued, has a low P/E ratio, and is expected to benefit from new drug approvals and ongoing healthcare needs [oai_citation:2,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 3. **Veeva Systems Inc. (VEEV)** - **Sector:** Software (Life Sciences) - **Why it’s promising:** Veeva Systems provides specialized cloud-based software for the life sciences industry, which gives it a significant competitive edge. It has low debt, consistent revenue growth, and a focused market approach that aligns well with industry needs [oai_citation:3,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 4. **Zimmer Biomet Holdings, Inc. (ZBH)** - **Sector:** Medical Devices - **Why it’s promising:** Zimmer Biomet is a leader in orthopedic devices, with a wide moat due to its product portfolio and innovation. The company has low debt, a strong financial position, and is benefiting from increasing demand for medical procedures [oai_citation:4,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 5. **Corteva, Inc. (CTVA)** - **Sector:** Agriculture (Chemicals) - **Why it’s promising:** Corteva specializes in agricultural products and has a wide moat due to its extensive research and development in seeds and crop protection. The company is positioned for growth as global agricultural demands increase [oai_citation:5,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 6. **International Flavors & Fragrances Inc. (IFF)** - **Sector:** Specialty Chemicals - **Why it’s promising:** IFF is a leader in the creation of flavors, fragrances, and cosmetic actives. Its strong brand, innovation capabilities, and broad customer base give it a wide moat. The company is expected to benefit from recovery in consumer spending and product innovation [oai_citation:1,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 7. **Teradyne, Inc. (TER)** - **Sector:** Semiconductor Equipment - **Why it’s promising:** Teradyne is a key player in the automated testing of semiconductors. The company’s competitive advantage lies in its technological leadership and the growing demand for more advanced testing equipment as semiconductor complexity increases [oai_citation:2,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 8. **Estee Lauder Companies Inc. (EL)** - **Sector:** Consumer Goods (Beauty Products) - **Why it’s promising:** Estee Lauder has a wide moat due to its strong brand portfolio, global reach, and innovation in the beauty industry. The company has low debt and is expected to benefit from global consumer trends in beauty and personal care [oai_citation:3,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 9. **Campbell Soup Company (CPB)** - **Sector:** Consumer Staples (Food & Beverages) - **Why it’s promising:** Campbell’s strong brand portfolio in the packaged food industry provides it with a significant competitive advantage. The company has a low P/E ratio, low debt, and stable revenue growth, making it a solid defensive stock with growth potential [oai_citation:4,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar). 10. **RTX Corporation (RTX)** - **Sector:** Aerospace & Defense - **Why it’s promising:** RTX, formerly Raytheon Technologies, is a major player in aerospace and defense with a wide moat due to its advanced technology and long-term contracts with governments. The company has low debt, strong revenue growth, and is poised to benefit from increased defense spending globally [oai_citation:5,Morningstar’s 10 most undervalued stocks with key market advantages - TheStreet](https://www.thestreet.com/investing/stocks/most-undervalued-wide-moat-stocks-morningstar) [oai_citation:6,The Stocks with the Widest Moats | Morningstar](https://www.morningstar.co.uk/uk/news/215591/the-stocks-with-the-widest-moats.aspx). These additional stocks also have strong fundamentals and could be good candidates for long-term investment, especially if you’re looking for companies with sustainable competitive advantages and growth potential. Again, it’s important to perform your own due diligence or consult with a financial advisor before investing.
I don’t necessarily disagree with anything you said, but I think AI might be an unprecedented variable here. This is way beyond my wheelhouse but it would not surprise me if AI was a consideration or variable included in the Feds calculus. At the end of the day the Feds job is to temper irrational exuberance of the free market. IFF AI is what all these people are touting it to be, and it does seem real, it is going to have a massive impact, to say the least.
I bought 1 call option yesterday to expire in June. It went up today, so I sold it to close for a premium. BuT I dont own any of the underlying shares (IFF). Nothing shows anymore in my fidelity account, so its gone. If the stock goes way up do I need to pay the difference between the strike and the actual value?
Like any valuation multiple does - it tells you the price relative to something fundamental - and like any valuation multiple, it's most useful when comparing companies in similar industries or life stage. I used P/S in the comment for NVDA because it illustrates how expensive the stock is more so than a P/E ratio does, it's a cleaner comp than GAAP earnings which goes into P/E and ignores everything else on the income stmt, and it's a more useful comparison between growth companies cuz it shows how much growth the market is currently pricing a company for. A high P/S says the market is pulling forward a lot of growth into today's price so they better capture it otherwise ppl may lose confidence, sell, etc. It sets up for poor performance if those baked-in growth expectations aren't realized, and like the narrative was with NVDA entering yesterday, if you don't deliver time and time again, you'll probably get punished. If you do, you look great. ​ >Two companies can have the same revenue but massively different profitability. Yeah exactly so how do you compare them or assess relative value? Having positive earnings vs. no or lower earnings doesn't tell you much on its face. If you've got two growth companies growing at the same clip and one is reinvesting all profits into R&D and the other is just taking the profits, the latter might look like a better value but the former might have more growth potential. So then you could look at P/S and if those are way different maybe the market is underestimating the growth potential of one or vice versa - then you'd dig deeper and try to find out why. Maybe the lower P/S company just isn't getting the attention as the other and it's an opportunity. Or maybe the higher P/S is pricing in growth that doesn't make feasible sense. And if they're the same then you have to use other characteristics to compare - maybe it's operating cash flow, free cash flow, balance sheet health, subscriber/customer retention, customer concentration, market penetration, etc. etc. and so on. Revenues are the engine of growth for any company - and no, revenues, nor any other metric in a silo really tell you much about potential shareholder value. But the price you're paying for those revenues (just like the price you pay for $1 of earnings in P/E terms) sure matters in the long run. And most already know this but if you're not a long term investor then yeah valuation metrics aren't going to be what you look at. That's different story entirely. Aside on valuations - BofA Research ran a regression on ten-year S&P 500 returns. They found an r\^2 of 88% between S&P P/E ratio and the next ten years of returns for the index. In other words, in the long run (10 years in this case), 88% of 10-year returns are explained ONLY by how cheap or expensive the S&P is at the start of the period. So these valuation metrics matter a lot because your entry price matters a lot IFF you are a long term investor.
IFF calls fucked me in the ass
>IFF misses expectations by 77% I'm not fond of earnings missing, but at least it's a big miss.
anyone playing IFF earnings?
AMD is a good bet IMO, they just secured a DOD contract for a new guidance system and IFF. Not to mention their breakthrough with 32 core CPUs.
I actually have a pension if I stay in the job over 20 years. However I plan my savings as if I won't have any. I max out my 401k and Roth and save the rest on my long term investment account. IFF the pension comes in, I might delay the SS till max age, else I'll be living off my regular retirement savings and taking SS at standard age.
BON Ingredient company. Selling at less than its EPS. It’s a Chinese company, but its customers include Mars, IFF, etc.
Finally a subject that I can speak in depth about! In my opinion, they'll go bankrupt and so will other plant-based companies unless they can innovate and stay price competitive with similar products. Just look upstream to the ingredient suppliers for companies like $BYND. \-$IFF Nourish Division (includes plant proteins) reported -7% loss in sales YOY and -28% in EBITDA YOY in Q3, and noted it was primarily due to decrease in demand, even with price increases and productivity increases \-$ADM Nutrition Division reported a 22% decrease in OP YOY and is down $28M in Human Nutrition YOY, directly noted as a direct consequence of lower alternative protein demand Before they went public, ingredients were cheaper and they could get very cheap pea/soy protein from China. Once COVID hit, foreign supply of plant proteins was diminished, and the companies had to source domestically. The unprecedented demand caused huge spikes in already expensive domestic ingredient costs which affected product costs in-store. The market got oversaturated with meat alternatives and consumer demand declined, Beyond and others decreased inventory and reduced plant based protein demand.
Good advice..options are best used for hedging IMO, less risky than playing options directionally. Selling vol is little to no risk, at least on the call side IFF you arent selling a stike below your cost basis.
I caught that too. Hoping for the best. Those HEZ folks are way better armed. Way better. That’s when it would turn very grim. Two fronts and seriously modern weapons capable adversaries in Lebanon. 😬 they already took out some IFF observation points. Not good.
I'm really skeptical about the moat of many of these companies, especially it being a "wide" moat, unless they mean "wide and shallow". I have no clue what IFF, TER, or ZBH even do, but of the remaining ones I'd say only DIS, EL, EFX, and NKE even have any kind of a moat. And I wouldn't even consider NKE's moat that deep given how many fashion brands have come and gone overtime. And I'm not sure how much DIS's boat is even going to be worth in the streaming era given that their stock is only up 24.29% over the last 10 years and their FCF & EPS are both nowhere close to their highs set back in 2018. I think you'll find much better moats in places like the Magnificent 7 than you will in any of the stocks Morningstar lists.
No, not a scam. These are legit reseach portfolios. I subscribe to 2 research investment firms that does similar thing. Except DIS -22%, IFF lost -30% the overall return is very good. As long term investment my cost basis is lower. msft: at 28, aapl at 15, orcl at 33 etc. I pulled cash out 1/3 for hedging put in a high money market. Using a second research company, except DG I lost -13% rest do well. The ones they traded took gains. Replaced SHW, ZTS this year are green. During 2022 year, I do not recall much losses and tried to compare the performance with S&P. Both are value stocks except #1 which had these techs. I did check these research analysts background. Some have phd in computational finance with strong background searching for best valued stocks. They picked 20 for you. If they see a different stock even more promising they will sell one first taking gain almost. During 2022 one fund sold 4 funds. The more established traded none since 2021. Loafing? Not sure. But neigher has to cut losses. I am paying about 1% for fees both are actively managed research funds. So how much he charges clients?
IFF. Without perfume and cologne, how would the two sexes procreate? Forgot, the fries in the Wendy's dumpster smell too good.
Send in a recon drone and see if we can see his IFF
IFF rejected my job app. You should buy calls.
What is going on with IFF? A lot of whale investments during past two quarters.
I also like IFF for the same reason on the supplier end.
Renewables only make sense on a go forward basis, IFF natural gas prices get relatively higher ($2/mmbtu gas won’t incentivize growth). Renewables can be added in smaller chunks, but they have much shorter lifespans than a CCGT facility. You will never have renewables serve as base load generation because their capacity factors are too low (the sun doesn’t always shine…especially at night, and the wind doesn’t always below) unless battery storage technology improves to the point it mitigates that problem. The explosive growth in renewables is fueled by the aspiration (of some) to extend the value chain into EVs, otherwise, the market is really just a GDP type growth rate with incremental capacity added as retirements of older plants increase. The real answer to all of this is nuclear. I write this as a former HF guy that traded a merchant electricity pad.
IFF u buy poots thes marnin u achieve hi level reetart
I was officially done with all AB products when they bought Rolling Rock, closed the plant in Old Latrobe and moved production to Newark. I was like how the hell are they going to make RR without PA limestone infused ass water? I think they hired IFF to conjure up a lime power.
Ps, I have totally got to get over my academic prejudices and get real about the financial implications of food and fragrance. I’m so humbled to see myself in a mirror and see IFF with their shit web presence, their non glory products- seriously impressive from a numerical perspective, and simultaneously see the flaws in my own personal perspective. Good work to get to the financial realities ahead. I’m capable, but new. The gentlemanly criticism and the way you backend it with things for me to explore and come to my own conclusions is just priceless. You are a good egg.
Remember do not rule out IFF that has a lot of expertise on Food, HomeCare and Animal Health enzymes. And do not forget BASF and Syngenta on the agchem side.
Yes, part of IFF but will known for industrial enzymes. Also the big package goods companies like P&G have a lot of expertise.
I agree that Novozymes is a powerhouse with massive revenue, but I thought Genecore no longer existed and is just a baby part of IFF now. Novozymes worked and consulted with Gingko premerger, I remember reading about them when I was studying the SRNG DA. It’s a good question. I’m guessing the TAM can support it and there are differences in things that I am not an expert in. But, Novozymes is not only well run, but a very good corporate citizen. I think they have really amazing dividends, too.
The only thing preventing you from getting your principal back on a single bond is a default or you sell it. Price fluctuations in between your purchase date and maturity date matter zero unless you're trading and plan to sell the bond before maturity. ​ >If you hold an ETF for its effective duration you probably should not lose money in most cases. What? no ​ >Saying that individual bonds are safer because they don't lose value isn't really true, they 100% do lose PV just like bond funds, you just may not "see" it You definitely should "see" it - custodians value their bonds every day - unrealized G/L shows up on your statement and in your holdings info like any other security. And as above, it is true that they are safer IFF there isn't a default or credit event. So your biggest risk with single bonds is credit risk whereas it's interest rate risk in funds b/c even a default or two in a fund won't crash the fund but if the single bond you selected defaults, you're done.
Well, lets see if we can consolidate around these levels ($6 - $7) IFF we do, then maybe its worth a long, would like to see BBBY remain this price and not drop below $6 for at least a few days.
I thought interest rates should've increased by 2014, Spain/Greece shouldn't have been bailed out, and the bond debt for Detroit/GM shouldn't have been wiped clean. I agree the QE has been ridiculous the last 10 years, during COVID it was understandable until the vaccine was proven effective, so by 2021 Spring they really should've switched to QT. ​ You can't time a lot of this recession calling stuff, there's a lot of geopolitics involved and things can take years to manifest into something actionable, or sometimes just a month. Yes no one can predict the Fed, but I'm not taking my money out of the market because there's going to be a recession in 2 years. However, IFF I was going to retire in <10 years than yes I would definitely put at least half in bonds if not just outright cash. Maybe that's who these sorts of FUD articles are targeted towards?
>they are selling the bulk molecule for $3000/kg There you go right there. You can go on molbase right now and get a Chinese chemical company to make CBG for you by the kilo for a tenth of that price. There is no need, from an economic standpoint, to engineer recombinant cells to make small molecules for you through an arduous and expensive fermentation process when they are easily synthesized through chemical means. The only way I see this being extremely profitable, as you said, is if they mark it up 1000x to sell D2C through their branding *and* succeed with this business model in a sector which is highly competitive. They essentially are a wannabe vertical D2C company and nothing more spectacular. And, inverse Cramer and all, but $IFF has a great balance sheet and established supply chain distribution and you're just a shill for Amyris.
just to note: Amyris is down 82% since he said that, IFF only 23%. Definitely wouldnt want to inverse him on this one
The court couldn't force that Specific Performance. Because it's not in this contract. They could possibly force that if it was in a contract. It's not as far as I know. ---- ----- ------ IFF there was other bidders competing for Twitter- The Twitter board could elect different outcomes. They could hold out for higher bids from others. They could do poison pills. They could do all of the fancypants merger stuff. But... "Not today, pig!" Lol
my mom used to work for a company that made fragrances for BBB called IFF
I avoid beverage but own celcious paid 13 dollars. Also IFF is also popular.
If your predictions are correct, wouldn’t buying a place now be a decent option IFF you don’t plan to sell for quite some time (or ever). You’d overpay a bit now, then your equity would crash (which doesn’t matter much if you aren’t selling), and at some point in the distant future you’d be in the green. The main point being you’d avoid the massive renter price hike you predict, and wouldn’t care much what you’re current equity is if you’re staying there.
The ole IFF system works flawlessly. (InvertedFinancialFunnel)
International Flavors & Fragrances (IFF) Chanel #5 bomb incoming!
Well sort of. They will turn off commercial 4096 transponders, mode C, ADSB in/out. But they will usually leave on encrypted IFF so their own forces won't shoot at them.
>$IFF [twitter.com/CNBC/status/14…](https://t.co/MvBTn5S11s) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-01-20 ^09:41:06 ^EST-0500
You need to be good at stealing it and better at hiding it. If they fond the loot it’s all a loss. If you can hide the loot the time served is on the clock. Amount heisted / time served Get an hourly rate If it’s more than you make now by at least 150% it’s worth the jailtime IFF you are out before 55 years old. Simple math my dude
I'd need to isolate my partner's stock from mine to figure out how "I did" alone compared to my portfolio overall as I took a shellacking from PTON on the overall portfolio and that was her stock, heh In general, my plan for 2022 is to diversify away from newer public companies (RBLX, BROS, PTON, ME) and more into the established companies that I think are in a good position overall (examples I have now: AMD, IFF, APPL). I am still going to focus on entertainment and tech related companies as, outside of IFF, that is where I have had the best returns because, simply, I know that area better. The other thing I am planning is to invest a bit more into stock portfolios (sorry, exact name escapes me atm) and slightly less into the individualized stocks. Outside of those I am really eyeing stocks that I think are getting overly battered right now such as ATVI and AFRM. They're riskier play (especially AFRM) but I think there is real potential in distressed stocks that shouldn't be where they are Note: I personally think PTON is where it should be ($30 - $40) so don't buy into it ;)
IFF no one reads the news anymore, SPY 5000 EOY All news is bad news
S&P companies with P/E > $100 that are less than 10% from their 52 week high this: * NOW * TSLA * UDE * KSU * EQIX * ALB * TYL * SBAC * MPWR * CRM * IFF * FTNT
I did too get the put/call parity statement right. P/C parity implies that IV should be the same for a put and call at the same strike. If, instead, the Put IV is higher than the Call IV, a common occurrence for stocks that are very heavily hedged IFF the stock is heavily shorted already and short borrow rates are sky high, like HOOD right now as I type this, [Nov 19 2:55:30 NYT Strike 34, Call IDV 0.01585, Put IDV: 0.04241 - both daily (not annual) IV, short borrow rate at IBKR: 126.88%], the certainly something is mispriced, and because we know this is hedge activity, given the Put IV, it is almost certainly the Put - it IS the Put of course. That does not imply that the Call is underpriced - it is logically possible that the call is properly priced or even slightly overpriced. BUT in the context of OP's question, given the results of the Goldman Sachs research, if calls were underpriced (which has to be true for the research results), if you assume p/c parity, then puts are overpriced (again, relative to their risk). It is logically possible for both to be underpriced but it would be extremely difficult to explain in any valid theory of options pricing. High IV Puts CAN be explained in any theory of options pricing, I have been explaining them for a very long time, and such an explanation justifies, up to a point, the high popularity of put writing strategy in bull markets - which worked well in the very same years that I cited for the GS call strategy. The modelled explanation for WHY we can conclude that there was a mismatch in valuation (Puts high/ Calls low) at a time when parity was observed is quite easy to develop. But I think I will let all of the critics do the research first.
I have no idea. I was just guessing based on the size of IFF
>IFF Are they the ones providing McDs with the flavor & taste?
My guess would be IFF. That McD money is how they can buy every other company in existence (pure speculation)
I said the part about the short position because I’ve seen some stuff online about puts being “automatically exercised” because they were in the money and not sold before close on the expiry date. IFF that were the case, you WOULD be short the position, correct? So the Do not exercise thing that Robinhood does is fairly common, and no contract can actually be exercised without your consent? But in the case of it being in the money with do not exercise on it, would make your option expire worthless and you would be out the premium?
Seems like SPY calls, Netflix puts, CLOV has been pumped to no end over this long weekend, IFF could breakout. Idk if I'll actually enter these
Lmao 🤣 for me an option play is safe to hold overnight IFF it’s a couple of months out lol
INTC was waffling over foundry development. Seems like they are getting it together now. I used to think that the greater the volume, the larger the wafer and the larger the wafer the better the economics. It seems there are a lot of other factors at play here and use cases have and are changing some. AMD has been rocking out for a while now taking share in areas that Intel didn't seem that interest to engage previously. We'll see if Intel wins back that businesses, but the Altera acquisition should make better inroads into datacenters and offering 3rd-party foundry services could really make a dent in TSMC's lead IFF Intel can get the process nodes up to snuff in short enough time.
[There are tools for that](https://www.valleyvet.com/ct_detail.html?pgguid=cf26a223-e6f8-463c-a701-f4e84d1a4e8d&itemguid=5e03b1db-30eb-4594-a08c-d49aecbaf2ac&sfb=1&grp=1000&grpc=1E00&grpsc=1E10&sp=f&utm_content=38637&ccd=IFF003&gclid=CjwKCAjwz_WGBhA1EiwAUAxIcQ4L__kF_XlCe8sTxc4Sm5Ghtw0ElepTTshNGWtlCtttotDwF5L6JRoCkB4QAvD_BwE)
Ginkgo is not a pioneer of their field. All they’ve pioneered is the marketing of the concept of “synthetic biology”. In fact, synthetic biology has been around for decades with a lot of very large companies playing in the field already. These large companies are just conservative and don’t like the “synthetic biology” branding. If you really want to understand the industry better, I suggest to read up on BASF, Genencor (DuPont), Novozymes, IFF etc.
Sure, so a cash covered put (which is what I'm doing) means that I am selling PUT contracts that obligated me to buy AMC/GME at the specified strike price IFF the price of those stocks drop below the agreed upon strike price at the time of expiration. When someone asks if these contracts are "covered", they are asking if I actually have the money on hand to cover my ass in the event those contracts are exercised or ITM (expires in the money). So to give an example, I have been selling PUT contracts every week to collect the premium (upwards to $2-3k depending on volatility). The strike price is set somewhere that I am comfortable with buying the shares at in case the contracts get exercised. If they expire OTM, I get free money
The Fed can raise rates all they want, IFF inflation is here to stay (the trillion dollar question), the government will have a hard time reeling it in. Any type of commodity or hard asset ought to continue to do well...
How the FUCK do you know? Go take a long walk IFF a short pier. Then go suck Jeff’s dick.
If you own shares before the market closes on friday 5/28, then you will be sent a packet in the mail or email on 6/2 for a shareholder meeting that takes place on 6/29. IFF everyone votes, we will expose the biggest financial crime our generation has ever witnessed and the sky will rain tendies. If not enough people vote, there's still a $50 squeeze in play. If enough people vote, this leaves the solar system, fuck the moon.
ARKG hodler here -- am expecting stormy waters, but am willing to lose it all. IFF the science comes through, these will be the new FAANG stocks, and the risk / reward for that is simply too great to worry about short term price fluctuations.
> Volatility Index (VIX) and related ones like VXX are at all time lows. Idk when I look at the chart it's 250% higher than in 2018, for example, and is still much higher than the base level from 2010 to 2020. Basically I think it can be a good idea IFF you manage to catch one of the very short term spikes to sell.
I understand what you're saying. Them having a plant to make chips doesn't make them special in my opinion. Yes, it makes them stand out as a company. It doesn't make them stand out as a seller of a product though. When a business comes to but a chip, they want performance, not prestige. Their manufacturing skills is only special if it was competitive, which unfortunately it isn't. The whole company got lazy and just kept upping the prices without caring about innovation. Lets see what this new CEO brings and the big IFF for 7nm in 2023 they have to deal with. Still, I'd still be asking my question: Why would anyone buy this stock now? They're going to report less and less until 2023. But then, or just before then.
Could, not will. The could is highly dependent on IFF they execuse on 7nm.
They MIGHT, not will. That MIGHT is highly dependent on IFF they execute on 7nm on time and don't have more security issues. As it stands, AMD and Nvidia is already ahead. If you're willing to bag hold until 2023 on an IFF, that's on you.
2023 is a bit IFF. They've failed to deliver on multiple occasions. Even if they do deliver, their competition is years ahead already.
I’ll do a basic one: DD , DuPont share price 76.81. Dividends at 1.56% / 0.3 $ a share but this has been shrinking. Currently up 46% since its listing on the stock market . A multi class solutions company that seems to have their hands in many chemical developments from water, medical and technology. Merged with DOW chemical company in 2017. Owning 713 patents, ranked 86th on Fortune 500. This company is active in 90 countries with 150 research labs. They have acquired back in 2012 Danisco expanding their biotech in food product production. Danisco is considered as one of the top manufacturers of a thickening agent utilised as a stabiliser in multiple food products. It’s technology in polymer and ownership of kevlar, tyvek etc. Gives DD an incredible stronghold in numerous fields due to their respective markets. This is further expounded by how they sold certain areas of their company such as the nutrition and bioscience sector to IFF for 7.3$ B , cash. Recent activity: Appears to be expanding in China with a new adhesive factory. Recent financial reports q1 2020 - q4 2020 have been solid. Despite this, is is shrouded with controversy. By selling off so many sectors it has removed certain liability. As a chemical manufacturer it’s repercussions onto nature are simply too much to be masked. I would not buy. ( not a financial advisor purely my own opinion )
I'm really curious about what we're investors expectation? My expectations were very clear based on the previous quarter. They said they lost %20 in the data center. I expected they'd lose as much again this quarter too, along with the $20B spending they're planning for. Intel is basically guaranteeing the stock will go down before it will go up. There is guaranteed increase in spending along with our dated technology causing loss in market share to competitors. I do not understand how anyone is bullish on this stock until 2023, and that's only IFF they execute as planned. Their track record says otherwise. My only response: https://youtu.be/WHt40yobses
I kept on saying this and telling people it'll go down before it goes up, IFF they get their shit together. But noooooooooo, people are rooting for the Nokia of our time.
I don't know what the proper valuation might be for this moment in time. However, they have a strong, fast growing business, providing unlimited venture opportunities with, and unique resources for, so many other companies in multiple industries. Which is more than I can say for a lot of recent SPAC targets. (Helotaxis anybody? lol) This may turn out to be the kind of stock you pass on to the next generation of your family. One of those rare, lasting companies that set the standard for their industry for decades, like IFF, MMM, MCD, etc. One of those stocks people later say they wish they had the foresight to get in on early.
I'm loving this. Intel is at such a low point that any news of anything would push the stock higher. Intel had a brand name worth protecting, capacity to take on small and large projects, and leadership in an industry with not a lot of players. They overlooked Apple when they asked them for help, and overlooked 10nm and 7nm delays. Meanwhile, AMD used the exact same method Intel used to dominate the market and the method Richard Branson uses: To dominate a market as a small player, enter with low level products and slowly build yourself. Target the high end product when your competitor can no longer respond aggressively because you've grown large enough in the market. They pissed away their strengths and got lazy. Now we're supposed to believe they can execute? Fine, I'll bite. Let's say that Intel does get 7nm ready in 2023. No hiccups, excellent performance, excellent yields right? Are we also supposed to ignore that Samsung and TSMC are both building manufacturing factories in the US near Intel? Let's say both of them somehow hit a major hiccup and don't grow until 2023, they'll still be on 5nm, a size smaller than what Intel can offer. All of the above is a big IFF, and even then they'll be behind. Their marketing screams "I NEED HELP" they operate like a company from the 90s. Using old technology in laptops, doing bullshit comparisons against Apples M1, and most tech YouTubers are calling them out. I'll clarify the writing on the wall for you: - Intel = Manufacturing jobs in the US in the past - TSMC/Samsung = Similar to being in software jobs today Which one do you wanna hold? For the sake of the United State I hope that I am wrong and Intel gets their shit together. Their marketing, work culture, loss of talent, usage of old tech, a CEO that led VMware to nowhere, and being FAR BEHIND their biggest two competitions I just cannot see it.
That's generally true, IFF the company is solid and IFF the company isn't already vastly overpriced (which gme is). There's always risk, a company can go bankrupt as well.
Are you seriously investing on a daily basis? Intel has no where to go but down and is guaranteed to not grow by much until 2023 IFF they get to 7nm. AMD is guaranteed to grow based on their product and pricing Vs. Intel. Intel isn't gonna move much because it CANNOT. It's gonna be failing for a while unless they innovate, which they're currently not able to. They're firing a lot of old people and thus getting accusation of targeting employees of old age. Maybe we'll see them turn things around sooner than later. AMD will move because there is a lot of room for growth on both Intel and Nvidia side. I'm adding more just as I did at $10, $42, $55, $70, $85. This has no where to go but up long term. If you're investing short term though, I have no advice for you. I don't do that.
So what’s the deal, is the rally over for AMC , any thoughts on IFF?
I know there is nothing I can do to instigate a squeeze. Same for the rest of retail. BUT, other whales can make a squeeze happen. And post GME, overly shorted companies were targeted and squeezed by other whales. I watched it happen via Ortex, and made some money on it. RKT is the last one, that finally met my screening criteria in the past couple weeks (other ones were IFF and FUTU). Simply put: increasing short interest, increasing borrow cost (they need to make money), minimal impact on share price, and solid business underneath. And if I can see that, so can the other Hedge funds, as that behaviours screams the player has a weak hand and isn't abandoning a losing position. I personally think the execution is coming this week, and will be confirmed if there is high call OI and volume. The thing is, they can't drive up the price without getting rocked by the options chain at $25 and $30 for March 19. And I doubt they can get the 43m shares they need quickly, when the institutions own 70% of float. And yes, they were naked shorting as well, based on the fail to delivers in January. Ultimately, I believe in the fundamentals of the company. But I would live a quick squeeze to juice the price so I can execute my ITM calls by selling a couple of them.
Sure, once it stops working, we will stop doing it. GME, IFF, FUTU, HIMX, and many others I have missed have all gone crazy due to short squeezes.
Remember when oil went negative in March / April? Sometimes people sell things at prices that are way out of line of the actual value of the thing. My overall bet, is that at some point, the shorts will need to buy back the shares, either quickly or over time. This is excess buying leads to higher prices. The only way this doesn't happen is if the company fails. The second bet is that, theoretically, RKT could buy back 50% of the class A shares, should the price keep going down, thereby doubling the value of the remaining shares. The bear to my bull is the USA mortgage market collapsing, thereby leading to a collapse in profits at RKT. Given they survived the first time this happened, I expect them to survive the next time. And, I am actually not bag holding, I just got in recently. I am technically green, and could sell at a small profit. But I am actually very excited by the long term future profits. I could see them being a ten bagger in 5-7 years. ... So, after I more than doubled my money on GME, I paid for an Ortex subscription, looking for over shorted companies, as I figured GME revealed there is massive $$$ to be made by forcing shorts to cover / poor risk management at some HF. That lead me to IFF, FUTU, HIMX, and a handful of other tickers I didn't play. After I played (or misplayed FUTU due to FOMO) RKT is the only one left with over a billion dollars shorted / on loan AND increasing short interest. And it matches up with the same patterns as those companies (shorts digging in deeper despite an increasing share price, amongst other indicators). So, I see it as human psychology. The shorts believed RKT was way overvalued. And you know what, based on 2019 earnings, they were right ($0.9b). But based on 2020 earnings, they are very, very, very wrong. However, due to fear of loss, they didn't abandon a losing hand, and, IMO still believe in their flawed thesis. And have just kept throwing money at it. As the saying goes: It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So
THIS!!!!! SO MUCH TRUTH!!!!! If you're still on Robinhood you kind if deserve what you get. There was a Senate inquiry of their bulsshit. FOR THE LOVE OF GOD. GET IFF ROBINHOOD NOW