♒ Friday rapid fire news nuggets

today's news sentiment = 🟢 | we swim through the biggest & baddest headlines of the week... some AI-generated company outlooks, and the worst thumbnails on the internet

Happy Friday & welcome to Market Mood. If stock market news is a swimming pool, our ass is in there like swimwear. 🩳

AUTOMATIC QUICK TAKES: 🤖

AI-generated news summaries for a few key stocks…

Disney’s park revenue acceleration 🏰

  • Walt Disney Co has seen its stock price decline double-digit percentage points over the last 12 months, but remains a titan of its industry and a leader in lucrative markets.

  • The company has seen its media & entertainment segment suffer, but its parks revenue has soared 36% year over year in its most recent quarter.

  • The company has vowed to boost content spending and its broad slate of live and on-demand offers, from television to sports to legacy films, makes it a formiddable opponent

Netflix’s cheaper ad-tier is working 🍿

  • Netflix is a streaming giant that has seen its stock rise 16% since the start of the year. The company reported a subscription gain of 7.7M and year-over-year revenue growth of 1.9% to $7.85B in Q4 2022

  • Analysts expect Netflix’s revenue and earnings to grow 7% and 6%, respectively, in 2023

  • Netflix is expanding its higher-margin advertising business and entering the video game market, and it expects its reported revenue to increase 3.9% year over year in Q1 2022

  • The company also expects its operating margin to rise to 21-22% as its revenue growth accelerates and exchange rates stabilize

Thor: the RV company you should be following 🚐👀

  • Thor Industries is a market leader in five product categories in North America, with an order backlog of $7.4 billion versus a market capitalization of only $4.4 billion.

  • Despite its recently disappointing earnings, the company has generated an average ROIC of 17% over the last decade and has posted profitability every year since its founding in 1980.

  • Management has bought back 3% of Thor's shares in 2022, and the stock has gained 19% since the January opener.

  • THO is currently priced at 4.78 times trailing earnings and is a significantly undervalued business.

WEEKLY NEWS NUGGETS🥔

spiciest commentary parsed from this week’s news…

MOST BULLISH 🟢

1. 🟢 | 📰 MotleyFool | 🗣️ Analysts *love* cloud-computing co’s rn

“Snowflake is executing at a high level and has a tremendous opportunity ahead of it… While shares are trading close to their lowest valuation since the company went public, its current price-to-sales ratio of over 25 still has very high expectations priced in.”

2. 🟢 | 📰 TipRanks | 🗣️ IDK what these guys even does but ppl like it

“The word on The Street in general, suggests a Strong Buy analyst consensus rating for Danaher with a $302.78 average price target, implying a 14.2% upside from current levels. In a report issued on January 22, RBC Capital also maintained a Buy rating on the stock with a $293.00 price target.”

3. 🟢 | 📰 InvestorPlace | 🗣️ Solar looks like a great value buy…

“According to Gurufocus.com’s proprietary calculations for fair market value, ENPH rates as significantly undervalued. Objectively, the underlying company features excellent sales growth and solid profit margins, making it an enticing candidate for renewable energy stocks.”

BONUS: ✨ ‘UNDERVALUED’ MENTIONS:

MOST BEARISH 🔴

1. 🔴 | 📰 TipRanks | 🗣️ If only we saw this coming…

“Bed Bath & Beyond (NASDAQ:BBBY) stock crashed 22% on Thursday after the company disclosed in a regulatory filing that it does not have sufficient funds to repay the amounts under its credit facilities and received a default notice from JPMorgan (NYSE:JPM) on January 25, 2023.”

2. 🔴 | 📰 Investing.com | 🗣️ Snap’s brutal ad revenue outlook

“Snap’s past two earnings reports were brutal for the stock... Analysts predicted on average that Snap’s adjusted earnings fell by almost two thirds, with revenue up 0.5%. While that would represent the slowest revenue growth on record, the question is whether even that is too optimistic.”

3. 🔴 | 📰 RTTNews | 🗣️ Southwest missed earnings, big time

“Considerable weakness has also emerged among airline stocks... Southwest Airlines (LUV) has led the sector lower after reporting a wider than expected fourth quarter loss and warning of another loss in the current quarter.”

4. 🔴 | 📰 USPost | 🗣️ Mortgage market sucks rn, just ask Rocket:

“Credit Suisse, Agrus, and JPMorgan have downgraded Rocket Mortgage… its quarter-over-quarter decrease in sales is -57.90%, showing a negative trend in the upcoming months.”

WEEKLY FLUB AWARDS 🏆

best (or worst) things seen on stock market news sites

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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.

SENTIMENT KEY: 🟢=bullish, 🌑=neutral, 🔴=bearish