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Roper Technologies upgraded to Neutral at JPMorgan (NYSE:ROP)
$BIG $DKS gainz $OR $ROP - position opened for meme
$BIG $DKS $GAINZ $OR $ROP opened this position for the meme
Here is a Market Recap for today Tuesday, April 6, 2021
Here is a Market Recap for today Tuesday, April 6, 2021
Mentions
Looks like a great time to go long on ROP(E). ROP is down $80 per share the last month. AZZ looks good to. $100 should hold on AZZ.
Just bought a couple shares of ROP at 263. Looked at their calls on Schwab and holy fuck was that some expensive shit. They wanted $10 for a February 580 C. Makes me feel good about my two measly shares but damn, that's way to high a price for poker.
Yall im legit fucked someone hand me some ROP€
I’m down 40% on my positions some one pass me some ROP£
I read something a while ago about graphene enhanced drilling fluid. Huge benefits and requires a lot of graphene which Nano makes. Chat GPT Certainly. Here are the benefits of graphene-enhanced drilling fluids in a point-by-point format: * Improved Lubricity and Friction Reduction: * Reduces wear and tear on drilling equipment (e.g., drill bits, drill string). * Increases the rate of penetration (ROP), leading to faster drilling. * Minimizes torque and drag, improving drilling efficiency. * Enhanced Fluid Loss Control and Wellbore Stability: * Forms a very thin, strong, and impermeable filter cake on the wellbore wall. * Effectively plugs nano-pores in the rock formation, preventing fluid leakage. * Improves shale inhibition, preventing water from destabilizing the wellbore. * High-Temperature and High-Pressure (HTHP) Performance: * Maintains stability and effectiveness under extreme downhole conditions. * Resists thermal and chemical breakdown better than traditional additives. * Ideal for deep and unconventional drilling operations. * Improved Rheological Properties: * Enhances the viscosity and shear-thinning behavior of the fluid. * Boosts the fluid's ability to suspend and carry rock cuttings out of the wellbore. * Helps maintain the desired fluid properties, preventing excessive "gelling." * Potential Environmental Benefits: * Can be more environmentally friendly and reusable than other additives. * Allows for the creation of high-performance water-based fluids, reducing the need for oil-based fluids with their greater environmental risks.
Have you seen the bullshit with their current GPU drivers? Early ones missing ROP’s, drivers keep breaking systems, or crashing the GPU. No end in sight. Puts on Nvidia imho. 
The pump is likely some shares are already up from a negative down like **DPZ** and **ROP** today!
**DPZ** was down a massive red -3% at the start of the day, but is now lying pretty much flat at 0%. Likewise, **ROP** was down by -3.6% but has recovered to a mere -0.7%. Institutional investors and platforms are pumping in shares today! Tomorrow may be a rally.
Not going to affect ROP Roper Technologies, it did well today! the price is only down by a mere 1%
 earnings in a few hours. $ROP
 earnings tomorrow ROP! Calls or Puts!
Say he does manage to oust Powell, and instal a puppet that drops the rates significantly. Is there any hedges against the chaos, other than buying $EED and ROP£?
Has the god-awful Nvidia 50 series card launch caught up with shareholders yet? The whole world's getting ROP'd !
it's a coverup..and nvda hoped nobody is putting one and one together and check ROP's. They knowingly released defective products..how would they even know it's 0.5% when they didnt even account for 5080 being impacted..They are doing damage control before earnings
No the ROP defect was reported by TPU a few days ago
My 5080 has the appropriate ROP's (112) so thank God for that
Even with a quick thought, I can think of quite a few ways where it's physically possible. A simple mixup with logistics, where consumer-facing chips were mixed with engineering samples. Also the "you have a process to make a chip, it makes a working chip or it making a not working chip" is...very different from the process of how chips are made. You get a wafer, with a certain yield, and you bin them. If one die has some faulty parts but still functions, they have those cores or such disabled and sold as a lower end product that has the same die but less performance vs the higher end model due to the disabled hardware. That's...chip manufacturing 101. It's extremely efficient and is super cool how it's decided generation by generation, per product, per company. Since it's the same wafer, there's no need to only have one SKU be printed on one and throw out entire chips that don't meet the standard. Just print all the chips in a range on one, see which ones are good, sell them at a higher price, see which ones are less good, and sell them at a lower price with lower performance, whether it's dropping clock speed, physical cores, certain die allocation to features that require specific hardware. In fact, if you have too much wafer allocation but too little demand for higher end stuff, if the profit is there, you can intentionally disable certain features despite not having hardware issues, gimping a card and turning it into a more popular selling model. It's a well known fact among custom firmware flashing that if you get lucky, you can get a lower end product, flash custom firmware to overwrite any artificial lockdowns, and you might get a higher end piece of hardware for a lower cost because it's known this specific product has a higher than usual percentage of fully fledged silicon being sold. The risk of course is if there are problems, stability issues or permanent damage can occur. So another possiblity is, given the completely *by-design* ability to lock down sections of the die, it's possible there was an error somewhere and it caused some to have 1 ROP less. As for what is the cause, no clue, but Nvidia confirmed officially there's a production issue and it is fixed. You can see that as I lie. I will remain skeptical of Nvidia's claims until it's scrutinized over the long term by various independent and trustworthy sources.
Currently everything's so new it's all news outlets investigating alongside Nvidia. Per the post headline, Nvidia officially confirmed the issue as existing with The Verge, in which a production issue is has caused 0.5% of the specific GPU models to lack 1 fewer ROP than specified, resulting in a 4% drop in graphical performance. It's literally what this entire discussion is about, alongside right up on top of this page. You can doubt Nvidia's official response, that's fair too. Perhaps investigating is not complete, perhaps Nvidia is intentionally obfuscating stuff like they always do with such PR things. But there's little mention of Nvidia chips lacking 1 ROP being the cause of AIB partners' poor implementation as far as I know. If there is info, I'm curious about your source.
Did you read what he said? >We have identified a rare issue affecting less than 0.5% (half a percent) of GeForce RTX 5090 / 5090D and 5070 Ti GPUs which have one fewer ROP than specified. The average graphical performance impact is 4%, with no impact on AI and Compute workloads. Affected consumers can contact the board manufacturer for a replacement. The production anomaly has been corrected. Bears are desperate as usual.
Do we need ROP to run AI models? This could be a good opportunity to grab some cheap cards.
\>lucky few You mean "dumb"? \>..."the missing ROP" are saying NVDIA is downplaying the damage or the performance loss to the cards by 8 to 1. Which is perfectly reflected here: NVIDIA is talking about ROP units, which consist of 8 ROPS...
notable because ATL happened after debanking RFK Buffett bullish BS ROP is different Nancy M Trump keeps promises
MSCI CB AVGO QCOM GOOGL META ROP are some examples of better buy and hold companies
Totally fair. I threw them out as the first name that popped into my mind, as opposed to a well researched option. The point stands though, it's a decent company to the right buyer. ROP might be another interesting one.
Take a look at the stock quotes data for the Dec 2023 for these 6 stocks. NEW YORK, Dec. 08, 2023 (GLOBE NEWSWIRE) Nasdaq (Nasdaq: NDAQ) today announced the results of the annual reconstitution of the Nasdaq-100 Index® (Nasdaq: NDX), which will become effective prior to market open on Monday, December 18, 2023. The following six companies will be added to the Index: CDW Corporation (Nasdaq: CDW) Coca-Cola Europacific Partners plc (Nasdaq: CCEP) DoorDash, Inc. (Nasdaq: DASH) MongoDB, Inc. (Nasdaq: MDB) Roper Technologies, Inc. (Nasdaq: ROP) Splunk Inc. (Nasdaq: SPLK)
We talking about Softwares, $CSU and $ROP are the best high performing conglomerates of vertical software. $SNPS and $CDNS are a duopoly in EDA. I love $SNOW, Samsara ($IOT), $CRWD and $S (Sentinel One), Unity is getting some « hype » might be a hold short term $U and a new one $NBIS (Went up a lot) is really interesting. If you want diversification, good sleep and good returns just go $CSU and $ROP!
I think for the market to respond to it the company would either need to: Buy back stock. If management thinks it's cheap, it's a solid use of capital. It would also help the stock. M&A...I don't know if it could help the sector broadly. However, at some point the company is so cheap that it could be the target of an all stock deal. A company trading at 20x could buy it at 15x. I'm not sure that would move the whole sector, but it would be good for current shareholders at least. I'm just not sure of who the buyer would be. I mentioned NEE as it would help their utility scale solar operation. Maybe a ROP would be a potential buyer, but I don't think they have a history of all stock deals, but the software business would fit their niche nicely. Anyway, I don't own it. It is getting interesting at these prices though.
Oh yeah? Which standard? Here's [Elon's filing from Feb 2024](https://apps.fcc.gov/els/GetAtt.html?id=347020&x=.) which references compliance with Article 4.4 and how it's providing supplemental information. "SpaceX will observe applicable in-band, out-of-band, and cross-border limits as required by the local authorizing administration or as otherwise required to comply with ITU Radio Regulation Article 4.4. SpaceX certifies that its direct-to-cellular system will operate without causing harmful interference to or requiring protection from any other service duly licensed in its terrestrial partner’s band or adjacent bands." [Here's Article 4.4 from 2017.](https://www.itu.int/dms_pub/itu-r/opb/reg/R-REG-ROP-2017-U02-PDF-E.pdf) Here's [Elon's filing from June 2024](https://www.scribd.com/document/759605123/Waiver-Request-Letter) requesting exceptions to FCC Part 24 rules, including out-of-band emission limits in Section 24.238. Here's [FCC Part 24, section 238](https://www.ecfr.gov/current/title-47/chapter-I/subchapter-B/part-24/subpart-E/section-24.238) which was ratified in fucking TWO THOUSAND AND TWO. So please tell me which of the standards was "set earlier this year"? The one from 2017? Or the one from 2002?
But ROP is down 7.37 and CHR is down 4.21
$ROP Roper Technologies, Inc. raised its adjusted earnings from continuing operations guidance for the full-year 2024, while maintaining annual revenue growth outlook. The company also provided outlook for the third quarter, below analysts' estimates. For fiscal 2024, the company now projects adjusted earnings in a range of $18.10 to $18.25 per share on total revenue growth of about 12 percent, with organic revenue growth of about 6 percent. Previously, the company expected adjusted earnings in the range of $18.05 to $18.25 per share on total revenue growth of about 12 percent, with organic revenue growth of about 6 percent. On average, analysts polled by Thomson Reuters expect the company to report earnings of $18.19 per share on revenue growth of 12.0 percent to $6.92 billion for the year. Analysts' estimates typically exclude special items. For the third quarter, the company expects earnings in a range of $3.16 to $3.20 per share and adjusted earnings in a range of $4.50 to $4.54 per share, while the Street is looking for earnings of $4.63 per share for the quarter. For the second quarter, the company reported net earnings from continuing operations of $337 million or $3.12 per share, down from $361 million or $3.36 per share in the prior-year quarter. Excluding items, adjusted earnings from continuing operations were $4.48 per share, compared to $4.12 per share in the year-ago quarter. Revenue for the quarter increased 12 percent to $1.72 billion from $1.53 billion in the same quarter last year. Organic revenue increased 4 percent. The Street was looking for earnings of $4.46 per share on revenues of $1.73 billion for the quarter.
[Rope is currently overbought says the "experts"](https://finance.yahoo.com/quote/ROP/) Too many are buying rope, apparently.
Call them. All firms use software to determine whether your provided info meets their risk profile. You can ask for a conversation with the ROP (Registered Options Principal) that reviewed your application and if you can demonstrate knowledge, along with the financials you stated, they should approve you. If not, contact Schwab and they can talk with you.
$ROP oper Technologies, Inc. (Nasdaq: ROP) reported financial results for the first quarter ended March 31, 2024. The results in this press release are presented on a continuing operations basis. First quarter 2024 highlights Revenue increased 14% to $1.68 billion; organic revenue increased 8% GAAP DEPS increased 33% to $3.54; adjusted DEPS increased 13% to $4.41 GAAP net earnings increased 34% to $382 million Adjusted EBITDA increased 16% to $676 million Operating cash flow increased 14% to $531 million "We had a great start to 2024, highlighted by 14% total revenue growth, 8% organic revenue growth, 16% EBITDA growth, and a 31% free cash flow margin," said Neil Hunn, Roper Technologies’ President and CEO. "Our businesses continued to execute at a high level, while further innovating and investing to drive durable, long-term growth. We completed our acquisition of Procare during the first quarter and remain excited about the value creation opportunity this represents for Roper." I'm not invested in this one anymore, but it's always interesting to follow serial acquirers and see what their M&A pipeline looks like.
Bulls might want to check out $ROP. Their target was just raised by 74$. Pun absolutely intented
ROP - Roper Technologies. LUM.V - Lumine Group
Check the history of Roper stock. It's ROP on the NYSE
ROP earnings: Fourth quarter 2023 highlights Revenue increased 13% to $1.61 billion; organic revenue increased 8% GAAP DEPS increased 51% to $3.50; adjusted DEPS increased 11% to $4.37 GAAP net earnings were $378 million Adjusted EBITDA increased 11% to $659 million GAAP operating cash flow was $622 million; adjusted operating cash flow increased 34% to $638 million Full year 2023 highlights Revenue increased 15% to $6.18 billion; organic revenue increased 8% GAAP DEPS increased 38% to $12.74; adjusted DEPS increased 17% to $16.71 GAAP net earnings were $1.37 billion Adjusted EBITDA increased 16% to $2.51 billion GAAP operating cash flow was $2.04 billion; adjusted operating cash flow increased 33% to $2.07 billion
Mid 20s, this is my personal portfolio. Everything in retirement sits in 50% VOO, 50% VT. Rate the holdings and split. I'm attempting to buy high quality compounders that I will hold over the long term.... and Match Group. ASML 18.9% FICO 13.6% MA 10.6% ULTA 9.1% PAYC 8% ROP 6.1% MTCH 5.6%
Software getting taken too the woodshed. Oof. However, ROP held up nicely. CSU and Topicus are reporting soon, so we'll see how the software roll-up companies do c
I've mentioned ROP (roper technologies) here a few times. It's absolutely phenomenal. Here's there earnings call from the other day: https://finance.yahoo.com/news/roper-technologies-inc-nyse-rop-125449329.html Just quietly making double digit growth, paying down debt, and generally running a solid and durable company.
I was talking with someone here about ROP the other day. They commented how expensive the stock looked, to which I promised they were just in a phase where there GAAP numbers didn't look great. Based on their earnings forecast today, they're trading at 30x guided earnings and 20x fcf projection. That's actually not bad for a company growing 15% annually, wide moat, and history of fantastic capital allocation.
ROP earnings Third quarter 2023 highlights Revenue increased 16% to $1.56 billion; organic revenue increased 6% GAAP DEPS increased 24% to $3.21; adjusted DEPS increased 18% to $4.32 GAAP net earnings were $346 million Adjusted EBITDA increased 18% to $652 million GAAP operating cash flow was $631 million; adjusted operating cash flow increased 72% to $647 million "Our market-leading technology businesses continue to operate at a high level and delivered another great quarter, with 16% revenue growth and strong margin performance. Importantly, our third quarter adjusted free cash flow of $625 million brings our trailing-twelve-month free cash flow to $1.8 billion,"
My mistake, I forgot to hit the zoom out on ROP. It's the only one of the three that I don't own. It's a software acquisition company, so their EPS always looks funky, as does ROE etc. It's one that never screens well, but has grown shareholder value for years.
Correct me if I am mistaken but it appears that: 1. ROP is also down from 2021 highs whereas some like AAPL, MSFT, NVDA are still hitting fresh ATHs this year. 2. It is more expensive than some Mag 7 at 44 PE. EPS growth is inferior, spotty. 3. ROP has persistent and sustained history of shareholder dilution, whereas many of the Mag 7 are reducing share count consistently. Granted I have not followed this ticker closely but a cursory glance does not look very promising? u/joe4942
Correct me if I am mistaken but it appears that: 1. ROP is also down from 2021 highs whereas some like AAPL, MSFT, NVDA are still hitting fresh ATHs this year. 2. It is more expensive than some Mag 7 at 44 PE. EPS growth is inferior, spotty. 3. Persistent and sustained history of shareholder dilution, whereas many of the Mag 7 are reducing share count consistently.
ROP has held up amazingly well for this pullback.
Since everyone feels like doom posting today (I'm down 2% as of now)..... There's some really durable businesses holding up well in this selloff. CPRT and ROP near ATH. AJC, MA, ODFL among some other big names doing well. There's always a bull market somewhere.
ROP is probably the best software roll-up company not based in Canada.
I bought Visa the other day, not a crazy deal, but an amazing company. I've been buying NSSC and NNI recently. Both are pretty cheap right now. CSWI is mildly interesting right now, and TPL. Coal names are cheap, like AMR, but overdue for a pullback. PAC is the closest to a buy on my watchlist now. CPRT and ROP are my two large names that I'm watching. Not cheap right now, but I'm watching. I want good and growing companies, not just cheap ones.
I would really like to know some of your picks. It is also possible to create your own portfolio of stocks that are less risky than the SP500 while also capturing more of the upside. Example: V, UNH, ROP, TDG, MCO, CTAS, ROST, MTD, BMI, LRCX.
ROP (roper technologies) doesn't get the love it deserves. It's been an absolute unit of a compounder, owns wide moat software businesses, and is trading at 27x next year's earnings. Not cheap right now, but a solid company.
got fucked yesterday, today, might get fucked tomorrow. Calls on ROP$
$ROP #earnings before open Fri, the expectation from the WhisperNumber community is $4.04, 5c ahead of analysts estimates. Earnings came in $0.05 short of the whisper last quarter. 82% beat rate. Implied movement +/-2.7%.
Options are not learned bc suitability generally only allows level 1 options. Covered calls and long puts. It’s how the regs are setup to screw investors. I was allowed to do more bc I worked at a boutique firm and was a top producer. I wouldn’t trust any advisor I knew with my money bc all they are are glorified product pushers. And your series 7 score is meaningless. I got a 72 and fell asleep during my 63 and was asked to leave. I just retired in 2023 after 30 years. I was a ROP and an IA also. I probably will get flamed but another useless designation is CFP. Glorified insurance and budget creators. Best license is CTA. Get that and you actually do know what your doing. And it’s essential if you want to run a private fund or family office. Good luck.
did you know neuropathy is pronounced "new-ROP-uh-thee." I said "NEW-RO-path-ee" to my therapist and lost smart points
Maybe ROP stock. Or do you mean actual rope?
No. It. Won’t. Investing is significantly different than any of the materials for any designation. Before I retired after 30yrs as 24,65,ROP, I can tell you that I entertained pursuing a CFA but after looking at the materials, I decided it was ivory tower and not in the trenches. The best trader in our firm had a lowly 7. But he could trade/invest in anything and win consistently. Our trade desk was manned(and womaned) by pros with only one having a college degree. CFA = family office, mutual fund mngr =not true investors/traders. I will probably get flamed but if you want to be a great investor trader, then learn how to play blackjack. Totally serious. Being able to measure risk, reward, probability, trends etc in real time are invaluable tools. CFA’s are a dime a dozen. Successful traders are rare. Go hire a CFA but spend your time and money in pursuit of gaining actionable knowledge edges.
I used my crayons to draw some lines and $ROP might be a good short
Peter Jackson didn’t stay true to source either. Why get upset now? I had low expectations for ROP and I found it to be pretty good.
True. Plus prime is garbage and ROP was dump as hell. 🤔
I agree however im giving both shows a full season before i hate or love it, they are trying to slowly build up ROP but i def think so far HOTD has had the better story telling and build up so far Last episode of ROP was dope though
Look up SALP. SALP was easy to skirt around if you had good inspection reports. ROP now requires a baseline minimum amount of inspections on safety significant systems. I mean they are private companies that own these nuclear plants…they have to receive a license from us to operate. They also have to keep NRC resident inspectors on site. I would say the nuclear industry could flourish if we got more government backing in small modular reactors. If you want to learn more just go to the NRC website. It’s all public information. You can even see our requirements for inspections and the instructions for them.
Completely different rules now than before. The NRC now uses an ROP (Reactor Oversight Program) compared to SALP which had lots of problems. In today’s regulations that wouldn’t happen. Source work as a regulator.
I think you mean ROP Roper technologies…. I Bought some cuz you said so
Constellation Software (CSU) Canadian software roll-up company. Excellent mgmt team under Mark Leonard. Focus on micro/small cap vertical software companies (as opposed to horizontal, many uses, e.g. Microsoft Suite) in niche areas with sticky customer bases (churn low single digits). I think of it as an IG bond with HY returns. Strong FCF generation. Very little use of debt and all acquisitions are funded in cash. 500+ portfolio companies held into perpetuity. Companies must pass stringent due diligence and are generally acquired at attractive multiples (think 1-2x sales). Current catalyst is a result of a board member who has been in Leonard's ear for some time. They are never able to deploy all of their cash annually because hurdle rates were too high. These are being brought down, and the dividend discontinued, because they believe they can invest the money better than their shareholders at lower hurdle rates and at higher ROICs. They are doing this as they venture into the $100m+ deal range. Beta under 1 and returns have been phenomenal since IPO. To see a US equivalent, see Roper Tech (ROP) (they fund through a lot of debt though). If interested, Patrick O's recent podcast with Will Thorndike discusses them briefly
Save some for ROP and CHK bc that's where your headed
Know this was sort of posted already but here's the context: JPMORGAN: "No 8K filing was released," in conjunction with the 'money furnaces' remark, "leaving their modeling implications unclear, but we take it at least that they cannot be positive for 2Q22 Bloomberg consensus EPS .." Trims $TSLA Dec 2022 target to $385 DEEEEEEEEEEEEEEE-ROP!
https://twitter.com/zerohedge/status/1536717197195739136?t=-7jJstc1cnqCml5ROP9g0A&s=09& That's ominous
Puts on my mental health Calls on ROP$
$ROP up 3.68% today. Not even joking, look it up.
Wouldn't butterfly be ideal on something like SPY that doesn't move much? Would you consider a butterfly on a stock like that, which mostly stays within a certain range? On ROP it looks like the profit is fantastic as long as within a certain range. It's just that there isn't much volume.
Thank you. Good points all. I am studying to understand them better, and how to slant it one way or the other. For stocks that tend to stay mostly within a given range, would you say it's good to do a standard butterfly (equidistant wings) at the money? I succeeded with ROP on this. The reason I failed the other time was, not enough volume to resolve it.
I really think my butterfly on ROP could have been hugely profitable everytime... it was just a standard with equidistant wings, but it's a great essentially range bound stock. The problem was, there is so little volume I couldn't close it when i tried multiple times. Would you consider it sensible to do a butterfly on SPY? It certainly has tons of volume, and fairly low IV. I was thinking of it. I want to get more into butterflies, regularly, then learn to hedge the direction like in the example you gave. Thank you again.
But you can't close it if the volume is zero? Is that why ROP was so difficult to close out of for me? My profit was big, 70% or more in some cases... and I tried setting the price lower just to close out, but it would just expire at end of day unfilled.
I was trying to trade a butterfly on ROP. Great stock, but their volume is often 0. RH lists it as 0. Is that just too little volume to get out of an option spread? Thank you in advance for any reply.
im trying or its calls on ROP$
Here are a few lesser known/lesser discussed companies I like IEX, XYL - water, wastewater, chemical, and fluid management products, services and software ROP - industrial conglomerate mainly focused on software (trades/valued like a software company) NDSN - equipment used for adhesives, fluids, and coatings in electronics, medical, industrial and consumer goods industries
Straight term is always the best bet, least profitable for insurance company. In your ROP example, the insurance company is basically saying there’s a 90% chance she doesn’t die during that period, so a 90% chance we have to pay back the premiums. Then your premium is the result of a present value calculation with investment returns on your premium, probability of death, profit margins, etc.
You also get the death benefit paid out if she were to die. Under normal term life you get nothing at the end of 15 years or whatever the term is. Company is obviously making some money off the feature but the question is what is the difference in premium between no ROP and it ROP. FWIW, I’m an actuary and not in sales.
I have a butterfly at Robinhood on ROP, it was in the green today for 200%, more than $400 bucks profit... but their desktop widget will not let me close! It just keeps getting cancelled at end of day, even if I set it to a lower price.
Did you reach out to them to let them know what you were doing? They probably still would have closed you out b/c you were taking forever, but maybe the ROP would have made an exception. They can't read your mind, you are just a number on their risk profile.
Happy Cake Day! Cheers! found: NYSE: ROP-490.7800 shares outstanding 105.5M/dividend 2.4800 usd/P/E ratio 46.6x
Instructions unclear, invested in $ROP instead of $ROPE
$ROP is killing it this year.
I think I’ll invest in ROP (Roper Technologies)
WAT - I'm convinced it's the largest holding simply because it's called waters corporation. Looking at the company website, it looks like they make lab equipment, seen nothing about actual water. DHR - it's a major conglomerate, maybe a small percent has to do with water, but the majority doesn't . ROP - again an engineering company that makes lab equipment, not much to do with water. ECL - only true water company on ur list as they deal with purification. Even then, water purification is not their main focus, they deal with cleaning equipment as well. Sure these ETFs and companies are killing it but not because they deal with actual water and water scarcity. Basically none of them deal with that issue. So it doesn't make sense to buy PHO or any of the water ETFs you listed solely because water is going to be more scarce.
This is invesco descrption of the product: >Product Details The Invesco Water Resources ETF (Fund) is based on the NASDAQ OMX US Water Index (Index). The Fund generally will invest at least 90% of its total assets in common stocks and American depositary receipts (ADRs) and global depositary receipts (GDRs) of companies in the water industry that comprise the Underlying Index. The Underlying Index seeks to track the performance of US exchange-listed companies that create products designed to conserve and purify water for homes, businesses and industries. The Fund and the Index are rebalanced quarterly and reconstituted annually in April. Not sure why you think the holding are all utilities, here are the some of the top holdings in the fund: ​ **WAT - Waters Corporation - not a utility** Waters Corporation, a specialty measurement company, provides analytical workflow solutions in Asia, the Americas, and Europe. It operates through two segments, Waters and TA. The company designs, manufactures, sells, and services high and ultra-performance liquid chromatography, as well as mass spectrometry (MS) technology systems and support products, including chromatography columns, other consumable products, and post-warranty service plans. 5 Year Performance - 162% **DHR - Danaher Corporation - not a utility** Danaher Corporation designs, manufactures, and markets professional, medical, industrial, and commercial products and services worldwide. The company operates through three segments: Life Sciences, Diagnostics, and Environmental & Applied Solutions. The Life Sciences segment provides mass spectrometers; cellular analysis, lab automation, and centrifugation instruments; microscopes; and genomics consumables. This segment also offers bioprocess technologies, consumables, and services; and filtration, separation, and purification technologies to the pharmaceutical and biopharmaceutical, food and beverage, medical, and life sciences companies, as well as universities, medical schools and research institutions, and various industrial manufacturers. 5 Year Performance - 297% **AWK - American Works Company - I believe they are a ulility** 5 Year Performance - 144% **ROP - Roper Technology - Not a ultility** Roper Technologies, Inc. designs and develops software, and engineered products and solutions. The company offers management, campus solutions, laboratory information management, enterprise management, information solutions, transportation management, financial and compliance management, cloud-based financial analytics and performance management, and diagnostic and laboratory information system software; and software, services, and technologies for foodservice operations. 5 Year Performance - 165% **ECL - Ecolab Inc - Not a ultility** Ecolab Inc. provides water, hygiene, and infection prevention solutions and services worldwide. Its Global Industrial segment offers water treatment and process applications, and cleaning and sanitizing solutions to manufacturing, food and beverage processing, transportation, chemical, metals and mining, power generation, pulp and paper, commercial laundry, petroleum, and petrochemical industries. The company's Global Institutional & Specialty segment provides specialized cleaning and sanitizing products to the foodservice, hospitality, lodging, government and education, and retail industries. 5 Year Performance - 81%
CNSFW - constellation software ROP - Roper Technologies ROL - Rollins inc
Duh, you should have went with $ROP would be rich now.
Tried to look up $ROPE and the closest thing I found was $ROP God damn that stock is expensive wtf is it?
WHO, HOW & WHEN TO SHORT If like me you think we’ll get a pull back but also see the Puts on the SPY are very expensive consider Puts on the higher quality tech stocks which have mooned lately; FB, MSFT, EBAY, ROP, CRM, INTU, DOCU etc Puts are way cheaper with much lower IV. On top of that and as a hedge in case it keeps pumping the Calls in the SPY are actually very cheap vs the Puts.
Some DD you might have missed… [ROP](https://www.reddit.com/r/wallstreetbets/comments/o6ltn2/rop_is_not_a_joke_its_bde/?utm_source=share&utm_medium=ios_app&utm_name=iossmf) not ROPE [LZB](https://www.reddit.com/r/wallstreetbets/comments/o62r3r/lzb_call_options_rebound_after_earnings_tendies/?utm_source=share&utm_medium=ios_app&utm_name=iossmf) for Lazy gainz ATSG does [cargo transportation ](https://www.reddit.com/r/wallstreetbets/comments/o4mcu4/atypical_dd_for_wsb_atsg_for_a_smooth_ascent/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
Thanks for writing this DD and contributing to the sub. $ROP looks like a good long term hold for sure. I hope it pays off well for you. Best of luck!