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Earnings

SE

Sea Limited (SE) is recommended as a buy due to its successful turnaround from cash burn, driven by strong e-commerce sales, advertising opportunities, and profitable segments. The company's forward estimates have been raised, and its valuation is considered cheap compared to peers.

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December 15, 2024 | 3:15 pm

ELMUY

Elisa Oyj, a Finnish telecommunications company, is noted for its strong operating margins, high ROIC, and generous dividend policy. The company is diversifying into high-growth areas and has upgraded its full-year guidance despite mixed Q3 results.

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December 15, 2024 | 2:30 pm

ADBE

Adobe's stock is underperforming due to unmet AI growth expectations and management's cautious guidance. Despite short-term challenges, Adobe's profitable business model supports a bullish outlook.

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December 15, 2024 | 1:45 pm

JOUT

Johnson Outdoors ended FY24 with a disappointing final quarter, resulting in an operating loss of $43.5 million and an 11% drop in net sales. The company is making progress in converting excess inventory, which has been a significant downside risk.

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December 15, 2024 | 12:45 pm

MU

Micron Technology (MU) is preparing to release its fiscal 2025 Q1 earnings, with Wall Street analysts showing strong bullish sentiment towards the stock.

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December 15, 2024 | 10:30 am

BROS

Dutch Bros (BROS) has seen a significant increase in its stock price, up 67% year to date, despite a recent 30% drop. The market sentiment has shifted positively following its latest earnings report.

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December 15, 2024 | 10:30 am

DTE

DTE Energy is positioned for strong total returns due to significant earnings growth and a reliable dividend yield. The company has improved its operating margin and plans substantial capital investments, focusing on electric and gas services in southeast Michigan.

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December 15, 2024 | 8:30 am

TSN

Tyson Foods has shown significant profit improvements in its Chicken and Prepared Foods segments due to operational efficiencies and lower input costs, despite a decline in stock price. The Beef segment faced challenges, but overall profitability improved with increased net income and cash flow.

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December 15, 2024 | 8:00 am

SFIX

Stitch Fix's stock initially rose on signs of a turnaround but fell due to concerns about ongoing revenue declines. The company reported $319 million in revenue, beating estimates but down 12% YoY. Despite this, its cheap valuation and potential for multiple expansion make it an attractive investment.

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December 15, 2024 | 6:30 am

UPS

UPS has demonstrated strong earnings and revenue growth, with a P/E ratio under 20 and double-digit YoY EPS growth, indicating a low valuation. The company is enhancing its logistics, particularly in healthcare, and generates robust cash flow, supporting a nearly 5% dividend yield.

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December 15, 2024 | 6:15 am