What Did You Buy Today?

[crimsonghost747]

(05-12-2021, 01:49 AM)fenders53 Wrote:

(05-12-2021, 01:26 AM)crimsonghost747 Wrote:

(05-11-2021, 03:07 PM)fenders53 Wrote: They made like 4 cents eps.  If would have been ugly If they laid an egg.  The put premiums are stupid good. EZ to walk down as long as it's choppy.

That is the adjusted EPS. And it's all adjustments, not real profit.

Adjusted is all the street cares about now.  In any event they did about what the street expected supposedly.  I've always wondered why the market gets so excited about a penny miss or beat because they can manipulate it that much.

You may be right, but it doesn't change the fact that it's just a way to manipulate the EPS nowadays. Adjustments, I believe, were once included so that you could indeed adjust for big one time things, such as mergers etc. Now it's just a way to continuously, quarter after quarter, year after year, make the EPS seem higher than it is.

I'm looking for companies that I can comfortably hold for 30-40 years, there needs to be real profit and EPS too instead of just adjustments for decades  I always keep my eyes on the real EPS, and then I do have a look at WHAT they have been adjusting for. 

PLTR, for example, had 114 million LOSS from operations. That is a negative margin of around 30%.  
Then they adjust for around 230 million for "stock based compensation" and related items.  For reference, this adjustment is almost 70% of revenue.
And voila, positive EPS!