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Quantitative Analysis for Veeva Systems, Inc. (NYSE: VEEV)
Quantitative Analysis for Veeva Systems, Inc. (NYSE: VEEV)
Which is the best SOFTWARE stock to buy now for the next 5-10 years
Anyone planning option buys with price limits based on an expected pull back?
People who invested in commodities before the crash started this year, how did you realize it was the right time? Did you also have investments in tech before the crash? Did you sell them off before investing in commodities? Which commodity etfs/stock would you recommend to cope with stagflation?
VEEV recently fell by about 8%. Its profitability has gone down to C grade & its fair value has gone down too. Is it still worth long term?
What are some of your less popular stocks that you plan to hold for the long-term?
Mentions
I own NOW from much lower prices so able to withstand this drawdown, but it hasn’t been fun. I want to add to my position but I never buy stocks on the way down. As much as I believe it is a value here, the market doesn’t care what I believe. There is no reason it cannot go down another 20% if it wants to. Since I like my stocks to go up, I wait for evidence that it is ready to do that. Thus far, neither NOW or VEEV has shown any signs of stabilization, so I’m still in wait and see mode. My goal is not to get the lowest price, but to buy when probabilities favor upside.
I like IQVIA too but right now on a revenue growth and FCF margin basis VEEV looks like a much stronger business. Their Forward P/FCF ratios are not to dissimilar but their growth and profitability are very different. My understanding is that the settlement lets VEEV use IQVIA's data and they get to own the software layer with software layer margins. VEEV is also at a historically low level across forward valuation metrics where IQVIA is closer to their historical mean, giving it a stronger mean reversion opportunity.
" VEEV " They had a fight with IQV that lasted 8 years and finally ended last year. I don't have any interest in either at this point but I think the data moat of IQV is more interesting than VEEV if I had to pick.
NFLX , VEEV , SONY, PLAB looking pretty good to me. To throw some different names out there.
Yeah, I did some basic research a while on VEEV, so i'm by no means an expert. They actually popped really big after earnings like 2 quarters ago, since they are growing more than the market was expecting. I don't think it's a bad long term name by any means, just not sure how much of a homerun it's going to be, since software in general has been kind of meh, in terms of investor sentiment. Plus the competition and then the RKF stuff. At least rates going down should be helpful. If you are looking at software, I still like IBEX, PEGA, EXLS, I owned EXLS in the past, but no position now, but thinking of going back, since I do wonder if money will go back into software at some point. The company not bad for the fundamentals, just the market doesn't seem to like it very much. PEGA is seeing a lot of ton of cloud growth, which is higher margin and more reoccurring revenue. IBEX is just one of those obscure names I've owned for a bit, that you'll probably hear no one talk about, but is an awesome company. Company is starting to high revenue growth again and been buying back a ton of shares, on an already low float. All three of those names are seeing wins because of AI.
Ya, his restructuring of the FDA and how drugs are approved is really gonna put a damper on VEEV's ability to help others navigate these regulations. Plus now this change is like a double whammy. Kinda surprised it hasn't dropped more since. Not a knife I would want to catch. I shouldn't have looked into this because it's making me rethink my LNTH position lol.
Thoughts on VEEV? The stock has been down around 25% since November of this year. Seems like everyone is bearish in the short term because it looks like VEEV is switching over from Salesforce to their own CRM and it seems like Salesforce is launching their own life science CRM. Just scanned it over but it caught my eye as an event. Not looking to start a position.
Just briefly looked over biotech tooling and VEEV looks interesting. Analysts have downgraded it so the sharp decline is understandable but their moat looks good. May have to dive deeper into this one.
Calls: INTU VEEV BJ GAP
Anyone care about $VEEV earnings today?
I am thinking of VEEV leaps
They don’t just get rid of sticks for no good reason and they seem to prefer stocks that clear each of the hurdles well enough that they’re is little fear of reversion in the near future. They aim for stable growth. They’re definitely eligible, but I’m not sure they’ll be the next to go in. I think Carvana is the largest magnet cap company that’s eligible but not included, but they have reasons to avoid then too imo. If I was going to place a bet right now based on financial metrics and market sector weightings, it would be VEEV.
Might try VEEV again. Last earnings were around 15x or more on calls. The stock jumped ~20% I think and has been stuck between $280-$290 ever since then - so it's ready for a move. (Surely)
Which of these will likely get added to SP500 in the next rebalancing? HOOD, CVNA, APP, VEEV, LNG, ARES
According to ChatGPT, these are the top-5 hidden S&P 500 stocks that could be strong setups for call options next week - Quanta Services (PWR) - Eaton Corporation (ETN) - Veeva Systems (VEEV) - Argan (AGX) - Chewy (CHWY) Believe it or not, calls!
For VEEV, I got the September series because I think it will take some time, but I think it will make a healthy push to $300. Unfortunately, when it comes to trading, this can happen at any moment. Could happen tomorrow, could take 3 weeks. For COIN, it's been pumping the past few days, so I think $400 for sure. AMD looks clean, though. I think you could see $146 tomorrow if it's a green day for the indexes.
I got into AMD 7/11 $147 calls at open instead because I thought COIN looked to choppy at open and the premarket and weekly volatility of AMD looked promising. Still looking at COIN and VEEV. What are your thoughts on COIN and VEEV for Friday?
VEEV is still consolidating after testing resistance.
Thanks for this advice. I will look into COIN and VEEV
1. Anything can happen in the markets, and nothing is guaranteed. 2. I'd keep an eye on COIN and VEEV. Both are showing bull flags on the 4-hour time frame and ended yesterday on a high note. VEEV up 1.3% COIN up 5.3% 3. My position is that they'll either open strong and pump higher for a few minutes before dipping, offering a buy-in opportunity, or they'll just pump all day. 4. Options expiring sooner will definitely give you the volatility you're after. Just make sure to identify support, resistance, and any other key factors that are important to you. 5. Here's what I would consider: VEEV: 7/18 $300 calls at 0.55< Or COIN: 7/11 $405 calls at 1.50< I’d aim to jump in either at the open or at the VWAP. Since I'm targeting 100% gains like you, I’d probably skip using a stop-loss. I don't want to get stopped out prematurely on bullish setups that might have high volatility due to close expiration and out-of-the-money options. 6. Professional traders do NOT demand anything from the markets. We take what the market gives us and move on. That could be +17%, +1700%, or -99%. We never know. All we know is our edge. Good luck P.S. this is not financial advice. In fact, I would advise you to do the opposite. DON'T try to double your money, and DON'T put it into options. This is simply what I would do if I needed to try to double my money quickly. P.S.S. On my profile, I have two 100% winners posted. One overnight (RKLB) and one intraday (COIN). My point is that doubling your money can happen at any moment, and no one can predict it. Otherwise, I would have simply traded my entire account in both those trades and retired. Anyways, good luck.
Out of curiosity, just asked Claude to build a stock portfolio of 10 to 15 companies that could be held for 10+ years and currently have a market cap of less than $1 trillion that will benefit the most from the coming AI revolution. Response (truncated by me for space) below. Full response [here](https://claude.ai/public/artifacts/98d5ede8-ab80-42ca-8219-9bbccd3f6935). ***Core Holdings (100% allocation)*** *1. Advanced Micro Devices (AMD) - 15% allocation* *2. Taiwan Semiconductor (TSM) - 12% allocation* *3. Palantir (PLTR) - 12% allocation* *4. Tesla (TSLA) - 12% allocation* *5. Salesforce (CRM) - 10% allocation* *6. ServiceNow (NOW) - 8% allocation* *7. Snowflake (SNOW) - 8% allocation* *8. CrowdStrike (CRWD) - 8% allocation* *9. Visa (V) - 7% allocation* *10. Datadog (DDOG) - 4% allocation* *11. Veeva Systems (VEEV) - 2% allocation* *12. UiPath (PATH) - 2% allocation* *Why These 12 Companies?* * *Essential Infrastructure: AMD and TSM are unavoidable beneficiaries of AI compute demand* * *Proven AI Business Models: Palantir, Salesforce, ServiceNow already monetizing AI successfully* * *Platform Network Effects: Snowflake and CrowdStrike becoming more valuable as adoption scales* * *Industry Transformation Leaders: Tesla and Visa using AI to transform massive addressable markets* * *Mission-Critical Tools: Datadog and UiPath provide essential AI enablement services* * *Specialized Dominance: Veeva owns AI transformation in life sciences vertical*
Is HOOD really going be included in SP500, instead of VEEV&APP?
Fellow VEEV bagholder here for 5 years. I could never understand why no-one cared much for this company because their financials were impressive. Always feels good to see the market wake up to what you suspected years earlier, especially if you held on the whole time.
Market taking a crap but VEEV holding atm 💪 S&P super possible for it. I don’t think it will dump too bad next Monday even if it’s not selected. Maybe a loss, but not terrible.
VEEV is rarely discussed because it's the same price it was 4 years ago.
I think VEEV going to be added to the S&P, I can just feel it. Only monthly options, this is primed to pop.
What companies will enter the s&p 500 on Friday(announced AH)👀🤔 Bank of America thinks these stocks are the most likely names to get added: Robinhood-HOOD Applovin-APP Carvana-CVNA Ares Management-ARES Veeva- VEEV Flutter Entertainment-FLUT Cheniere-LNG Interactive Brokers-IBKR
Bank of America thinks these stocks are some of the most likely names to get added to the S&P 500 later this month: HOOD APP CVNA ARES VEEV FLUT LNG IBKR
Taking a stab at VEEV. Might get news this week that pushes it to $300
VEEV ending up gifting me a 10 bagger. Cashed out   To hold
Not going to go back and look at my journal, but fairly sure I swapped VEEV to CRM at some point... oops
I'm so glad I bought $VEEV instead of NVDA for today's ER. 
Had I not lost money in SPY 0DTE today, Id have bought VEEV calls like I had predicted earlier....
$VEEV Reports Q1 non-GAAP EPS $1.97, consensus $1.74 Reports Q1 revenue $759.0M, consensus $728.43M. "I consider this our best first quarter ever. We executed with speed, quality, and innovation across all areas on short-term objectives and long-term initiatives aligned to our values and 2030 goals," said CEO Peter Gassner. "Delivering results ahead of guidance for all metrics again demonstrates our focused execution and sizable market opportunity," said CFO Brian Van Wagener. "We crossed our 2025 revenue run rate goal this quarter and are progressing well toward our 2030 goal to double that and the positive impact we can have for our customers and the industry."
lol everyone watching NVDA just missing VEEV smashhhhhhh ER
Who's jumping in on VEEV earnings today?
Thinking of VEEV and ELF calls?
Looking to purchase a long term hold in my Roth this week. Have narrowed it down to AMAT, VEEV, PII, and UNH. Which one do you think will have the largest % gain over the next 10 years
Depending on how today's drop looks, I plan to buy VEEV, LOPE, SAIA, WCN, or CHE. These stocks are fairly defensive but have strong portfolios. I don't like the fact that I've been leaning defensive in my portfolio since December and now it's slightly red, but I'll consider today a bargain.
What do y'all think about VEEV getting acquired by Amazon or Microsoft? There were talks in 2020 for a 60b acquisition, and the market cap was the same as today(40b), but the company is in a much better place financially. Do 2026/27 yolos make sense? Or what would the play be?
WDAY just pumped after it was added into S&P 500 (i remember reading that this was upcoming like 2 days ago). WDAY is hcm/payroll, so is in same bracket as CRM/VEEV
ORCL calls, since CRM/VEEV both pumped at earnings, and they all do enterprise application stuff
Don't leave out VEEV, big jump for them too. DOCU calls opened up cheap yesterday. $100 call was $.28 and the $97 was $.54. 10x on both
ORCL calls will print ... CRM, VEEV did ... im full porting ahead of earnings next monday (dec 9)
Maybe switch it up a bit and put some DOCU and VEEV on the board. Same ticker everyday
Wow AI is getting good at this. This is from earlier when I asked to pick 5 to buy calls for ER casino after close today: “In the image, the companies scheduled to report earnings after the close on December 5, 2024, include Lululemon, UiPath, Ulta Beauty, DocuSign, GitLab, Hewlett Packard Enterprise, Samsara, and Veeva Systems. Analyzing potential for stock price fluctuation, here are five that could significantly increase: 1. Lululemon (LULU) - Known for its strong brand and growth in the athleisure market, Lululemon’s stock often reacts sharply to earnings reports, especially if there are surprises in sales growth or margin expansions. 2. Ulta Beauty (ULTA) - As a leading retailer in the beauty and cosmetics industry, Ulta’s earnings can impact its stock significantly due to consumer spending trends and their aggressive expansion strategies. 3. DocuSign (DOCU) - As a company that provides electronic agreement services, its performance is closely watched by investors for signs of growth in subscription services and expansion in new markets. 4. GitLab (GTLB) - With a focus on DevOps and software development tools, GitLab’s performance could sway investors based on its customer growth rate and service expansion. 5. Veeva Systems (VEEV) - Specializing in cloud-based software for the life sciences industry, Veeva’s earnings can lead to large stock price movements if there are significant updates on customer adoption or financial metrics” Bought calls on all besides Ulta. Tomorrow will be okay I hope.
# Highest Confidence Picks (Pre-Earnings): 1. **Lululemon (LULU)** – **Calls** 2. **Ulta Beauty (ULTA)** – **Calls** 3. **GitLab (GTLB)** – **Calls** 4. **Veeva Systems (VEEV)** – **Calls** 5. **Samsara (IOT)** – **Calls** Chatgpt god
Short GTLB and VEEV tonight, low confidence but hoping they tank on forward guidence
VEEV, earnings tonight and I think it will be good, not finacial advice haha
I'm not so sure I agree there (I work in tech space industry). Most companies are consoldiating into the public clouds (AMZN/MSFT/GOOGL/ORCL). Even your large SaaS players - CRM/WDAY/VEEV/NFLX etc are using the public clouds. It makes no sense to build their own because they cannot scale it fast enough compared to cloud provider's already global deployment. Also data residency has become more of an issue so unless you are a megacap tech company, you are not building multiple datacenters (for redundancy) in every country to win business. I think IRM is currently one of the most overvalued stocks out there - but congrats to you if you're on the plus side. Also bought some many years ago when they switched to REIT status.
I knew I should’ve bought VEEV.
e.g. TMUS (15% IV, sep20 $200 call = $3.6) VEEV (42% IV, sep20 $200 call = $9.2)
$VEEV up through $200, earnings next week I have a moderate position I got last Q selloff
I'm not invested, but I have it on my watchlist, because I see increasing adaption in my day job in the digital marketing space. From an investor perspective, I like the growth numbers and it's also profitable, which cannot always be said about fast-growing mid-cap software campanies. Regarding perspective, it doesn't seem really cheap, but OK compared to other software stocks. But I also see some major risks. As you have already mentioned, they have strong competitors and they are very much dependent on Google/Apple app store rules as well as privacy related regulations. I expect some headwinds on that side. Also, their balance sheet could be better. Within my investing framework, it's in the top quartile of software stocks, but there are other software companies that I like better at the moment (for example $NOW, $MSFT, $INTU, $CRM, $VEEV and $DDOG if you want less risks but still good growth).
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.
just slowly adding to CRM, VEEV, APP, S, NOW
what are your opinions on VEEV
Healthcare saas is insulated because demand always goes up, only a valuation question with VEEV, and likely already derisked into the print.
*VEEV not you too? Imma spend so much time with a big one up my anoos Imma have to switch teams and go ghey bear.*
Veeva Systems (VEEV) Q1 CY2024 Highlights: Revenue: $650.3 million vs analyst estimates of $642 million (1.3% beat) EPS (non-GAAP): $1.50 vs analyst estimates of $1.42 (5.3% beat) Revenue Guidance for Q2 CY2024 is $667.5 million at the midpoint, below analyst estimates of $675.3 million The company dropped its revenue guidance for the full year from $2.73 billion to $2.71 billion at the midpoint, a 1% decrease Gross Margin (GAAP): 73.3%, up from 68.3% in the same quarter last year Free Cash Flow of $755 million, up from $50.03 million in the previous quarter Market Capitalization: $32.4 billion
VEEV puts are my one saving grace today. Meat’s back on the table.
healthcare will be a big AI industry, i'd think they will stick with the SAAS offering of VEEV though. I like VEEV, but don't have a position.
Come on VEEV, tank like CRM. Daddy’s got puts and needs to eat.
Come on VEEV, pull a CRM tonight.
Come on VEEV, pull a CRM tonight.
VEEV is going to deliver on beating estimates. All the technicals point to strong quarter over quarter and year over year performance. And of course it’ll tank despite beating estimates 🤦♂️
Give CRM shit the bed today, are VEEV puts the play for tomorrow?
I think INTU is a great idea. Other high quality Growth I think you can safely DCA into for years and sleep well at night: AVGO, ADSK, VEEV, NOW, FTNT, AMAT. OR if you are prepared for a little more risk with even greater upside potential: DT is an emerging leader in a rapidly growing sector.
VEEV ath 
No one is talking about VEEV earnings... WTM BOYS!!!!
VEEV earnings tomorrow looking good!
SNOW and VEEV, and URG (uranium miner in the US)
Hopefully you got some VEEV early last week!
Thanks! That's a proper response. I have been looking into Uber a while ago, sadly I didn't buy them back then. But i't still an option. I bought VEEV indeed as a defensive growth software play. A weak economy should matter too much for this one. I could swap it for Salesforce though. I have some doubts about NVDA, they will do great in 2024. But I believe earnings visibility long-term is more limited than with Apple, Amazon or Microsoft. But maybe I am wrong on this point. I like both Alphabet and Microsoft. I believe Apple will have mediocre returns unless they come up with some genius idea which of course cannot be ruled out entirely. Yes I am thinking about buying a REIT. I believe interests will remain higher than before resulting so refinancing debt will eat into their profits. But it will add some diversification to my portfolio in a good way. In terms of financials: European banks and insurance companies are cheap. I might buy some ING (European bank), will look into the names you mentioned. I have been looking into Shell or XOM, might buy. A scenario in which the world economy moves away from fossil fuels at a higher pace than anticipated can not be ruled out. But the next decade these oil majors wil probably produce decent cashflows. Visa/Mastercard is a good one, it's on my longlist. I like your argument about how these companies are a defensive exposure that benefit from cyclical spending trends. Hadn't thought of these companies in that way. You are right about the fact that there are little 'high upside' positions in the portfolio. I like to think about stocks in terms of 'resilience' and 'optionality'. My current portfolio is resilient I believe, but I could add some optionality. I think about Enphase, Synopsis, NVDA and some other companies. But it's so difficult to choose in this category. I could also look into a more offensive sofware play like Snowflake or Datadog. But which one should I choose? Therefore I tend to buy some more SPY instead of names like this.
Yeah VEEV hasn’t taken off just yet but I expect slow growth as the healthcare sector rebounds in 2024: https://www.nasdaq.com/market-activity/stocks/veev I’m only up ~1% on it so far with an entry point of $191 and it’s at $193 right now so it’s definitely not too late. Take a look at it, do your own research, formulate your thesis for why you think it will win and then make the best decision for you and your portfolio. The trigger events and reasons I bought it is because after I applied my own knowledge of their products and industry, I checked their recent financials. Here’s a good article from Zack’s that I read which put me over the top to buy-in: https://www.nasdaq.com/articles/why-is-veeva-veev-up-7.6-since-last-earnings-report It’s largely regarded as HOLD by analysts but it’s a buy for me! RE: swing trading - man, I miss the insanity of 2020 when I was swing trading, momentum trading, shorting, short/med/long term trading. It was as if any trade you made after COVID hit was an automatic winner. I’ve scaled back some and make buys and hold then re-evaluate each quarter now, which scratches my investing itch!
Very interesting. I have never heard of VEEV. I will definitely check them out. Think it's too late to get in on them? Ya I am not a huge fan of Humana personally but I know there is quite a bit of volatility in the stock so I am just playing the swings. No other real investment thesis with it lol. Biotech is pretty risky but makes for some great swing trades. I wish you luck on that one. Recently started to experiment with swing trading VDE. It goes up and down quite a bit based off oil prices. So I usually buy in around the 110-113 mark and sell at 120-125. A pretty safe swing trade that you can take advantage of on a monthly basis.
I have VEEV in the healthcare sector because since they are software/systems I look at them like a healthcare ETF, especially as healthcare becomes more tech dependent. I don’t know as much about them as I’d like I just know I bought the heck out of their dip and like seeing green for total return everytime I look at my position, haha. But I like where they are going, which is why I hold. I know medical benefit sector inside and out having spend some time in it personally and professionally and so Humana worries me a bit. But hey, I hate UHC and CVS/Aetna so I’ll take a look at Humana: I LOVE their chart, and I remember seeing this clip of a CNBC analyst liking them too: https://stocks.apple.com/ApzkUlnETTruZsssvHIYV-g I also have a guilty pleasure YOLO account (a small Trad IRA) where I trade biotech stocks and I’ve been blowing it out with ATAI lately. I’m expecting some more legalization measures around illicit drugs being studied for help with depression, anxiety, ptsd, adhd, etc. and they have a robust pipeline of trials that could explode if legislation comes out to allow their research to advance more. I always have like 1 or 2 that I have small amounts in I hope goes parabolic on me. Gotta keep the dream of early retirement alive somehow!
Thanks for the tips, I like VEEV and PEP, but not so sure on HSY
VEEV just had an exponential growth on all aspects such as revenue, net profit, free cash flow etc. And if analysts are correct, their eps growth over the next 5 years is around 15%. Of course, past performance doesn't predict future performance, but VEEV has been down significantly from its ATH, so I see it as a potentially attractive company. And GOOGL... It seems to me that this is the only Tech stock that hasn't reached new ATH yet. So I don't expect it to sky rocket, but I rather slowly add to googl than AAPL which is sitting close to its ATH and being overvalued based on my calculations.
I'll be having a close eye on $VEEV and $GOOGL as I still see them fairly valued/ undervalued based on DCF calculations.
Just sell them. VEEV was ITM at expiration on my calls so fidelity auto exercised them. I'll just sell them this week.
Oh covered calls is okay, VEEV seems to offer good premiums
EYPT, HLMN, OPTT, VEEV, i could go on and on with stocks that didnt go down. Look vertical when othere are looking horizontal. whats going on, is HFs and MMs are scrambling for liquidity on their crypto shorts( they are not as smart as they think they are)
Not finacial advise or predicion just opinion here are a few i notice some decent movement up (options focused CVNA- explosive CNK - Early, more acumulation by big players/algos through the week VEEV- earnings may have it pop up Thats about it, there are plenty more, but these are the likely ones that frim open tomorrow wont fall below open price by EOW. These are just my opinions :3
MSTR, PLTR, AMZN, COIN MSTR and COIN have already had great runs this year, the btc bottom is certainly in and 2024 will be huge for btc and that tech in general, Coin will have exponential gains as the chosen custodian for blackrock and with the uncertainty around binance. PLTR continue to make huge government contracts, they are quietly developing their tech and improving profitability. AMZN is seriously undervalued compared to other major corps. They continue to grow revenue, profits and are so heavily invested in R&D. A couple of other really promising stocks for 2024: VEEV and IDXX : both fantastic healthcare stocks with great financials, very strong moats and undervalued over the past 2 years. They are ready to play catch up 2024-2025. They will also protect you longer term from any SPX downturn.
Doesn’t VEEV also look cheap atm? I didn’t analyze it, but it’s at least -50% from the ATH.
On top of my head: ASML, ADBE, HSY, VEEV, CRM, V, MA