Aurora Wealth Management Solutions, LLC
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American Express reported Q4 2021 results this morning. Revenue up 17% YoY. These are great results from a great American Company.
https://s26.q4cdn.com/747928648/files/doc_financials/2021/q4/Q4-2021-Earnings-Press-Release.pdf
28/11/2021
Tells employees not to worry about meeting quarterly numbers. "The right principle is take the most efficient action, as though we were not publicly-traded and the notion of “end of quarter” didn’t exist."
https://www.cnbc.com/2021/11/27/read-the-e-mail-elon-musk-sent-tesla-workers-on-cutting-delivery-costs.html
Elon Musk urges Tesla employees to reduce cost of vehicle deliveries Rather than rushing orders out last-minute to hit end of quarter sales goals, Tesla CEO Elon Musk wants employees to focus on slashing cost of deliveries.
02/11/2021
American Express reported a great quarter last month. Millennials are embracing the Amex Card and all the perks that come with it. Quote from Amex CEO - "Yeah, so look, just to talk about that revival, when you look at the percent of cards that millennials are acquiring from us, it's over 58%. Most of our platinum cards, I think it was 70% of our platinum and gold cards, 75% were acquired by millennials. And what's leading the spending charge for us, our millennial segment, which is about 27% of our overall billed business, was up 38% Q3 '21 over Q3 '19."
https://news.yahoo.com/yahoo-finance-talks-american-express-192512580.html
Yahoo Finance Talks with American Express CEO Stephen Squeri Yahoo Finance's Brian has a wide-ranging conversation with American Express CEO Stephen Squeri on the next generation of consumers, the upcoming holiday shopping season, and crypto.
19/10/2021
Ulta Beauty is investing for the post Covid world. Announces partnership with Google to leverage Ulta Beauty’s GlamLab Virtual try-on tool for lipstick and eyeshadow with select brands within Google’s Search and YouTube platforms.
https://www.ulta.com/investor/news-events/press-releases/detail/141/ulta-beauty-announces-long-term-financial-targets-and
Ulta Beauty Announces Long-Term Financial Targets and Strategic Priorities Ulta Beauty Announces Long-Term Financial Targets and Strategic Priorities October 19, 2021 8:00am EDT Download as PDF Company to Host Virtual 2021 Analyst and Investor Conference Today at 8:30am Central Time BOLINGBROOK, Ill.--(BUSINESS WIRE)-- Ulta Beauty, Inc. (NASDAQ: ULTA) will host its 2021 vi...
15/10/2021
YouTube is an advertising juggernaut. They have team of people who work directly with content creators helping them increase viewership.
https://www.wsj.com/articles/how-youtube-copied-hollywood-to-win-video-makers-loyalty-11634290200?st=o4w7efquwm5mygt&reflink=desktopwebshare_permalink
How YouTube Copied Hollywood to Win Video Makers’ Loyalty The site has spent more than a decade building an in-house agency for digital superstars, drawing ad sales, sponsorships and other revenue. “There’s been a lot of opportunities that have come my way.”
14/10/2021
Wells Fargo may be the rare reopening trade that isn’t maxed out!
https://www.wsj.com/articles/wells-fargo-has-used-its-lockdown-time-well-11619175781?st=vd3ftvqdfop9ma0&reflink=desktopwebshare_permalink
Wells Fargo Has Used Its Lockdown Time Well By focusing more on consumer deposits, partly out of necessity, Wells Fargo is in a position to be one of the biggest winners as rates rise.
25/03/2020
Must read. Howard's Marks latest memo on how investors should process the Covid-19 situation.
Memos from Howard Marks Read the latest memo from Howard Marks and browse an archive of all past memos.
17/03/2020
With swift action the administration can ensure that the economy doesn't plunge into an economic crisis.
https://www.barrons.com/articles/economist-coronavirus-2008-crisis-51584451872?mod=hp_DAY_6
Economist Who Warned of 2008 Crisis Doesn’t See a Repeat — If the U.S. Takes These Steps Raghuram Rajan, the former chief economist of the International Monetary Fund and head of the Reserve Bank of India, calls for an active government response.
13/03/2020
Charlie Munger's advice in this video is worth gold in times like these. A must WATCH.
https://youtu.be/5dIA25YHMv0
Charlie Munger: What it takes to get rich in the STOCK MARKET This is one of my favourite snippets from a BBC interview with Charlie Munger. Enjoy. 📈 Stock Market Course & Membership Group ➤ https://www.brandonbeavis.co...
06/03/2020
There is always a bull market somewhere.
https://www.cnn.com/2020/03/05/business/costco-coronavirus-shopping-retail/index.html
Costco says it's getting a lift from coronavirus panic shopping Costco logged strong sales growth during its latest quarter, as shoppers race to stock up on cleaning products, household essentials and food as the coronavirus outbreak spreads.
Southwest airlines just announced revised guidance for Q1 2020 due to Coronavirus. It now expects a negative revenue impact of 200-300 million in Q1. Savings of approx. $1. 0 Billion in fuel costs for 2020 due to lower fuel prices and some additional cost savings in Q1 due to less severe weather.
http://www.southwestairlinesinvestorrelations.com/~/media/Files/S/Southwest-IR/20200305_1Q2020%20Investor%20update_vF.pdf
28/02/2020
Bill Gates on Coronavirus and what we need to do to prepare for new outbreaks.
https://www.nejm.org/doi/full/10.1056/NEJMp2003762
Responding to Covid-19 — A Once-in-a-Century Pandemic? | NEJM Perspective from The New England Journal of Medicine — Responding to Covid-19 — A Once-in-a-Century Pandemic?
26/02/2020
Leon Cooperman said this morning on CNBC that he is buying United Airlines. At Aurora wealth management we have been bullish on airlines for sometime now.
Disclaimer: Please do your own research or talk to an investment professional before making any investment decisions. This post is for educational purposes only.
https://www.cnbc.com/2020/02/26/cooperman-bought-more-united-stock-in-bet-coronavirus-will-end-by-june.html
Leon Cooperman says he used the sell-off to buy stocks like United in a bet coronavirus will end by June Leon Cooperman said he's been a net buyer of stocks and is seeing "a lot of value in the market" over the last few days.
25/02/2020
Watch Warren Buffett’s full interview. Words of wisdom from the Oracle on Investing, Politics, Social issues and much more.
https://www.cnbc.com/video/2020/02/24/watch-cnbcs-full-interview-with-berkshire-hathaway-ceo-warren-buffett.html
Watch CNBC's full interview with Berkshire Hathaway CEO Warren Buffett Berkshire Hathaway's chairman and CEO Warren Buffett sat down with CNBC's Becky Quick on Monday to answer viewer questions and discuss the top news stories of the morning.
Warren Buffett's annual shareholder letter for FY2019.
https://www.berkshirehathaway.com/letters/2019ltr.pdf
19/02/2020
Its imperative to understand the fees that your broker and advisor are charging. Also, important is to understand if there are any conflicts of interests related to products they are advising you to invest in. If they get kick-backs and commission then, they may not be acting in your best interest. .
https://www.wsj.com/articles/your-broker-and-you-new-rules-old-tricks-11581696005?shareToken=stc3e19f2a6f654e088f174e9a41467d07
Your Broker and You: New Rules, Old Tricks New regulations will soon restrict some unsavory practices, but they don’t absolve investors of the need to remain vigilant.
Have you reviewed your 401k investments lately? Do you know how much in fees you are paying? Are you invested in the right funds? High fees maybe the reason why your retirement fund isn’t growing in line with the market. Talk to us to review your 401k plan.
21/01/2020
This might not be as bad as the market thinks it's going to be for the airlines. Sure they will lose revenue but the margins might go up because the capacity is restrained.
https://www.cnbc.com/2020/01/21/boeing-doesnt-expect-regulators-to-sign-off-on-737-max-until-june-or-july.html
Boeing doesn't expect regulators to sign off on 737 Max until mid-2020 The delays pose another headache for carriers who have already missed one peak travel season without the planes.
18/01/2020
This may be an interesting space to look for investment ideas. I have family members in the used car business who have confirmed the trend that this articles talk about. Disclaimer: Please do your research or talk to your financial advisor before making an investment decision. Talk to us if you are looking for an investment advisor, we will love to work with you.
An Investible Trend in Retail Data: Used-Car Sellers Have Some Upside Investors interested in playing Americans’ growing preference for used cars might consider a handful of auto retailers like CarMax, America’s Car-Mart, and AutoNation.
16/01/2020
Howard Marks is a legend in the Investment Management industry. In this memo (which I thoroughly enjoyed reading) he discusses how to make decisions under uncertain circumstances. Happy Investing!
Memos from Howard Marks Read the latest memo from Howard Marks and browse an archive of all past memos.
08/01/2020
United is behind its competitors when it comes to the size of planes it operates. Over next 3-4 years, by using larger jets United should be able to control cost and improve margins.
https://skift.com/2019/10/16/uniteds-plan-to-use-larger-jets-to-control-rising-costs/
United's Plan to Use Larger Jets to Control Rising Costs No U.S. airline is on a better financial trajectory than United Airlines. But investment analysts are paid to worry, and they have asked whether United is
07/01/2020
Here is a blog that I had written in Nov of 2018 to make a case that despite the negative chatter Investors should continue to invest in stocks. Experts were calling for a recession, instead the markets returned handsome 30%+ returns in 2019.
http://theamateurinvestor.com/2018/11/deciphering-markets-recent-sharp-vicissitudes-of-fortune/
Deciphering Markets recent sharp vicissitudes of fortune The last month of October was a tough one for the investors. The S&P 500 went down more than 6% in just one month. The widely followed index almost gave away the returns for the entire 2018. The two main reasons that have spooked investor confidence are: Fear of Fed raising interest ra
06/01/2020
Michael Levine of Pivotal Research made some very interesting points about why they are upgrading the stock.
https://youtu.be/fjf2YwmeCS8
Why Pivotal Research upgraded Alphabet to a buy from neutral Michael Levine, senior research analyst at Pivotal Research, joins "Squawk Box" to discuss his decision to upgrade Google parent company Alphabet and raise i...
03/01/2020
Interesting thoughts from Richard Thaler.
Stop Sabotaging Your Stock Portfolio, Richard Thaler Says Economist Richard Thaler, Nobel Prize winner and sometimes movie star, says investors keep making costly mistakes. Why he doesn’t put money in individual stocks.
31/12/2019
New Offering: AT&T is guaranteeing 5% return (of its share price) to the holders of these new preferred shares, however, these preferred shares will not have any voting rights. Fun fact: AT&T is world's most indebted non financial company. Disclaimer: This post is for educational purposes only. Please talk to your financial advisor or do your own research before making an investment decisions. If you are looking for a financial advisor, CALL US, we will be happy to assist you.
AT&T Inc. Announces Proposed Offering of Series A Preferred Stock AT&T intends to use the net proceeds of the Offering for general corporate purposes.
29/12/2019
Barron's top pick for 2020 include some interesting names. I was a little surprised to see the shift to value investing.
Barron’s 10 Stock Picks for 2020 Where can investors find value in a long bull market? Berkshire, Comcast, Pfizer, United Technologies, and a newly merged ViacomCBS are among our picks.
29/12/2019
Tax brackets for 2020 are out.
https://www.wsj.com/articles/is-it-inflation-adjusted-spot-the-creeping-tax-increases-for-2020-11577442606
Is It Inflation-Adjusted? Spot the Creeping Tax Increases for 2020 Millions of Americans pay more to Uncle Sam than they would if some key tax numbers were indexed for inflation.