GM
General Motors Company
stock NYSE

GM feeling FLY AF. you all good making money?? I saw CALLS RIGHT NOW... MSFT #GOOG APPL lets go bulls.

Hi all, some of you might recognize me from a few previous posts here. I'm the GM of the stock business at Obermatt, we run a rules-based ranking system that scores stocks 1-100 against their industry peers across Value, Growth, Safety and Sentiment, no analyst opinions or price targets involved.
This month I went through the S&P 500, and the Top 10 turned out to be a lot more diverse than I expected, only two *magnificent seven* names made the cut. But two other companies in that list stood out for a specific reason worth discussing here: their Value and Growth scores are near the top of the entire index, while their Sentiment is near the bottom.
Zoetis, the world's largest animal health company, is down more than 50% over the past year on softer demand for its dermatology drugs and a securities class action. It's still growing revenue, just raised its dividend for the 12th straight year, and trades around 12x earnings. Value score: 96.
Omnicom is the more extreme case. Value 98, Growth 99, both near the top of the entire index. Safety and Sentiment are both 30. It just closed the merger with IPG, creating the largest advertising holding company in the world, and the leverage and integration overhang are dragging the stock down even as the underlying numbers look excellent.
Both look like the market is pricing in a story while the fundamentals tell a different one. Genuinely torn on whether these are real opportunities or value traps, depends a lot on how the Omnicom integration and the Zoetis litigation actually resolve. Curious what you guys think.
Full S&P 500 Top 10 with the numbers behind each: [https://link.obermatt.com/sp500-en](https://link.obermatt.com/sp500-en)

Former and future Wendys employee discovers the 1 trick GM/JPM/Citadel dont want you to know

GM feeling FLY AF. you all good making money?? I saw CALLS RIGHT NOW... MSFT #GOOG APPL lets go bulls.

Hi all, some of you might recognize me from a few previous posts here. I'm the GM of the stock business at Obermatt, we run a rules-based ranking system that scores stocks 1-100 against their industry peers across Value, Growth, Safety and Sentiment, no analyst opinions or price targets involved.
This month I went through the S&P 500, and the Top 10 turned out to be a lot more diverse than I expected, only two *magnificent seven* names made the cut. But two other companies in that list stood out for a specific reason worth discussing here: their Value and Growth scores are near the top of the entire index, while their Sentiment is near the bottom.
Zoetis, the world's largest animal health company, is down more than 50% over the past year on softer demand for its dermatology drugs and a securities class action. It's still growing revenue, just raised its dividend for the 12th straight year, and trades around 12x earnings. Value score: 96.
Omnicom is the more extreme case. Value 98, Growth 99, both near the top of the entire index. Safety and Sentiment are both 30. It just closed the merger with IPG, creating the largest advertising holding company in the world, and the leverage and integration overhang are dragging the stock down even as the underlying numbers look excellent.
Both look like the market is pricing in a story while the fundamentals tell a different one. Genuinely torn on whether these are real opportunities or value traps, depends a lot on how the Omnicom integration and the Zoetis litigation actually resolve. Curious what you guys think.
Full S&P 500 Top 10 with the numbers behind each: [https://link.obermatt.com/sp500-en](https://link.obermatt.com/sp500-en)

Former and future Wendys employee discovers the 1 trick GM/JPM/Citadel dont want you to know

yea i have bought so many good businesses at 20x or 25x which grow double digits while people fomo on commmodity cyclical memory stocks with 80% GM its pretty funny. the bubble will be on E not P

It's really fucking sad. They had all the innovation and none of the sales/marketing sensibilty. they missed almost every major turning point in the tech revolution since the 90s, all while sitting on Watson and watching it play fucking chess. They need a serious shake up. They're like fucking Ford and GM. Insulated and regarded.