Longacres_Finance

    • Longacres_FinanceLongacres_Finance
      ·07-20 14:44

      ALV: Autoliv looks like a Compelling Investment as the Global Leader

      $Autoliv(ALV)$ Autoliv looks like a compelling investment as the global leader in automotive safety systems (airbags, seatbelts, steering wheels) with ~44% market share and consistent outperformance versus light vehicle production. It delivers resilient demand from rising safety content per vehicle, margin expansion to 10.5-11% in 2026, strong cash flow for buybacks ($300 - $500 planned) plus a ~2.9% dividend, all at an attractive ~12x P/E. According to Yieldr the stock appears to be trading for a small discount at this time. What are your thoughts?
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      ALV: Autoliv looks like a Compelling Investment as the Global Leader
    • Longacres_FinanceLongacres_Finance
      ·2025-10-23

      UNP: $0.08 Above The Consensus

      $Union Pacific(UNP)$ announced their Q3 earnings this morning with Non-GAAP EPS of $3.08 per share, $0.08 above the consensus, on revenue of $6.24B, up slightly YoY, but missed expectations by $10M. Here’s a quick one-pager with some of the company’s financials.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!
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      UNP: $0.08 Above The Consensus
    • Longacres_FinanceLongacres_Finance
      ·2025-07-31

      ER: TT, LRCX, MSFT& QCOM

      Hello everyone! Today i want to share some ER with you!1. $Trane Technologies PLC(TT)$ Announced Q2 Non-GAAP EPS of $3.88 per share, beating estimates by $0.09, on revenue of $5.75B which missed the consensus by $20M, but was a YoY increase of 7.7%. Additionally, weak demand in the Asia market overshadowed the EPS growth, as shares were down about 8% in midday trading.2. $Lam Research(LRCX)$ Announced Q4 normalized EPS of $1.33, beating analyst expectations by $0.12, on revenue of $5.17B, which also topped the consensus by $170M, and was a whopping 34% increase from the same period a year ago. Shares are up 4% in after-hours trading.3. $Microsoft(MSFT)$ crushed Q4
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      ER: TT, LRCX, MSFT& QCOM
    • Longacres_FinanceLongacres_Finance
      ·2025-07-29

      WM: Q2 Highlights

      Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
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      WM: Q2 Highlights
    • Longacres_FinanceLongacres_Finance
      ·2025-07-25

      ER for HCA& AON

      1. $Hca Healthcare Inc(HCA)$ Healthcare Q2 2025 Earnings Snapshot✅ Revenue: $18.61B (+6.4% YoY)✅ Adjusted EPS: $6.84 (+24%) - beat expectations✅ Net Income: $1.65B (+13%)✅ Free Cash Flow: $4.21B - more than doubled YoY✅ Adjusted EBITDA: $3.85B (+8.4%)Same-facility admissions rose 1.8%, ER visits up 1.3%, and revenue per admission grew 4%. Slight decline in surgeries but strong pricing and volumes offset it.🔼 Management raised full-year guidance for revenue, EPS, and EBITDA.💵 $2.5B in share buybacks during the quarter + dividend declared.HCA continues to show operational strength, efficient capital returns, and improving patient volumes even in a complex healthcare environment.FYI - the company is part of my Quality Investable Universe2.
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      ER for HCA& AON
    • Longacres_FinanceLongacres_Finance
      ·2025-06-13

      Trading Ideas| Investing Strategies

      $SPDR S&P 500 ETF Trust(SPY)$ Most people prefer instant gratification.That’s why investors swing for the fences with speculative stocks and chase momentum.A small, but consistent, margin of outperformance will compound exponentially over time.Achieving a 2% higher rate of return will give you the following.-20% more capital in 10 years-50% more capital in 22 years-100% more capital in 39 yearsConsistency and Patience = WealthIf you want to outperform the stock market by 2% consistently focus on Quality, Valuation and stay within your circle of competence.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlim
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      Trading Ideas| Investing Strategies
    • Longacres_FinanceLongacres_Finance
      ·2025-06-12

      .SPX: How Long can it Reach Target Price?

      Hello eeryone! Today i want to share some trading ideas with you!1.The $S&P 500(.SPX)$ returns on average about 10% per year, measured over longer periods of time.To achieve this rate of return annually, the index needs to grow by 0.038% daily (~252 trading days per year).How many trading days have you actually seen where the S&P 500 rose by this minuscule percentage?For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
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      .SPX: How Long can it Reach Target Price?
    • Longacres_FinanceLongacres_Finance
      ·2025-06-10

      ABM: The Selective about Buying back Shares

      1. $ABM Industries Inc(ABM)$ Industries is being selective about buying back shares, as indicated by the dark blue columns (not occurring in every quarter). I think more companies should be this selective, instead of just buying back shares for the sake of buying back shares. ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
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      ABM: The Selective about Buying back Shares
    • Longacres_FinanceLongacres_Finance
      ·2025-05-16

      4 Dividend Champions: MO, PII, EPD& NNN

      1.4 Dividend Champions all with a yield over 5%, including two over 6%, and one over 7%. The question is are these yields sustainable. $Altria(MO)$ $Polaris(PII)$ $Enterprise Products Partners LP(EPD)$ $NNN REIT INC(NNN)$ Image2. $UnitedHealth(UNH)$ is a perfect example of a falling knife. If you’ve bitten on the way down the cuts are still coming.Down another 15% today.In this type of market action timing the bottom is a real gamble.If you love the stock bubble on the at down and nibble on its eventual rise up. DCAImageFor whom haven't open CBA can know more from below:🏦 Open a CBA t
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      4 Dividend Champions: MO, PII, EPD& NNN
    • Longacres_FinanceLongacres_Finance
      ·2025-05-14

      UNH: A Projected Long Term Return Assumption of 16.54%

      1. $UnitedHealth(UNH)$ is down just about 16% after the CEO stepped down and suspended guidance.This drop has brought the dividend yield to an all time bight of 2.64%.UNH has never paid a yield this high, not even during the pandemic.The chart below shows the TTM yield but it’s the forward yield that should interest you more.$8.4 annual dividend / $317.87 = 2.64%.I realize guidance has been suspended and there is a lot of uncertainty around $UNH which is why the stock is falling like a knife right now.If we take a step back and look at the business it still looks fundamentally strong.Long term earnings are projected to grow by 7.25%.It currently pays a 2.64% yield.Based on its FCF multiple the stock has a potential upside of 6.65% per year.This giv
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      UNH: A Projected Long Term Return Assumption of 16.54%
     
     
     
     

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