NYT
New York Times Co.
stock NYSE

Several months ago i received an email from morningstar that they have updated their screener. Morningstar screens are great if you don't want to think and just want to see which stocks are highly rated, or what is fair value or what is the Price to Fair value ratio. However, I still missed their advanced screener where i could enter comparisons and use boolean operators to make queries that work like "show me the stocks where the earnings are greater each year for the last five years".
Well this new fangled stock screener can't do all the fancy stuff, but they have more financial metrics that one can choose from.
Below is the Query, the results and a download version in google sheets in my usual morningstar landing page format.
*(Do note, i screen for quality first then i look for value. If there is none, then i would rather wait. )*
# The Query:
Show me the stocks where

(1) It is **Dominciled** in the USA and
(2) **EPS**
a. EPS grew by at least 7% in the trailing twelve months
b. EPS grew by at least 7% in the last Fiscal year
c. EPS grew by at least 7% CAGR in the last three Fiscal years
d. EPS grew by at least 7% CAGR in the last five Fiscal years
e. EPS grew by at least 7% CAGR in the last ten Fiscal years
(3) **Revenue**
a. Revenue grew by at least 5% in the last Fiscal year
b. Revenue grew by at least 5% CAGR in the last three Fiscal years
c. Revenue grew by at least 5% CAGR in the last five Fiscal years
(4) **Dividend**
a. Dividend grew by at least 1% in the last Fiscal year
b. Dividend grew by at least 1% CAGR in the last three Fiscal years
c. Dividend grew by at least 1% CAGR in the last five Fiscal years
d. Dividend grew by at least 1% CAGR in the last ten Fiscal years

(5) **Net Margin**
a. Net margin is at least 1% in the last quarter
b. Net margin is at least 1% in the last Fiscal year
c. Net margin is at least 1% average in the last three Fiscal years
d. Net margin is at least 1% average in the last five Fiscal years
e. Net margin is at least 1% average in the last ten Fiscal years
# The Results: 89 companies sorted by industry.
| Ticker | Industry | Company |
|---|---|---|
| WWD | Aerospace & Defense | Woodward Inc |
| HEI.A | Aerospace & Defense | Heico Corp Class A |
| CW | Aerospace & Defense | Curtiss-Wright Corp |
| HEI | Aerospace & Defense | Heico Corp |
| TJX | Apparel Retail | TJX Companies Inc |
| AMP | Asset Management | Ameriprise Financial Inc |
| BK | Banks - Diversified | Bank of New York Mellon Corp |
| NRIM | Banks - Regional | Northrim BanCorp Inc |
| WCCB | Banks - Regional | West Coast Community Bancorp |
| FMCB | Banks - Regional | Farmers & Merchants Bancorp |
| THVB | Banks - Regional | Thomasville Bancshares Inc |
| FRCB | Banks - Regional | First Republic Bank |
| CNND | Banks - Regional | Canandaigua National Corp |
| CHCO | Banks - Regional | City Holding Co |
| HOMB | Banks - Regional | Home BancShares Inc |
| RBCAA | Banks - Regional | Republic Bancorp Inc Class A |
| BANF | Banks - Regional | BancFirst Corp |
| FCCO | Banks - Regional | First Community Corp |
| SRCE | Banks - Regional | 1st Source Corp |
| CTUY | Banks - Regional | Century Next Financial Corp |
| LYBC | Banks - Regional | Lyons Bancorp Inc |
| UNTY | Banks - Regional | Unity Bancorp Inc |
| SYBT | Banks - Regional | Stock Yards Bancorp Inc |
| FULT | Banks - Regional | Fulton Financial Corp |
| FCAP | Banks - Regional | First Capital Inc |
| BFC | Banks - Regional | Bank First Corp |
| ENBP | Banks - Regional | ENB Financial Corp |
| CCFN | Banks - Regional | Muncy Columbia Financial Corp |
| WTFC | Banks - Regional | Wintrust Financial Corp |
| FBIZ | Banks - Regional | First Business Financial Services Inc |
| ORRF | Banks - Regional | Orrstown Financial Services Inc |
| PPBN | Banks - Regional | Pinnacle Bankshares Corp |
| TYCB | Banks - Regional | Calvin B. Taylor Bankshares Inc |
| USLM | Building Materials | United States Lime & Minerals Inc |
| IBKR | Capital Markets | Interactive Brokers Group Inc Class A |
| GS | Capital Markets | The Goldman Sachs Group Inc |
| MS | Capital Markets | Morgan Stanley |
| MSI | Communication Equipment | Motorola Solutions Inc |
| MA | Credit Services | Mastercard Inc Class A |
| AXP | Credit Services | American Express Co |
| COST | Discount Stores | Costco Wholesale Corp |
| LLY | Drug Manufacturers - General | Eli Lilly and Co |
| APH | Electronic Components | Amphenol Corp Class A |
| EME | Engineering & Construction | EMCOR Group Inc |
| FIX | Engineering & Construction | Comfort Systems USA Inc |
| PRIM | Engineering & Construction | Primoris Services Corp |
| AGX | Engineering & Construction | Argan Inc |
| CBOE | Financial Data & Stock Exchanges | Cboe Global Markets Inc |
| MCO | Financial Data & Stock Exchanges | Moodys Corp |
| SPGI | Financial Data & Stock Exchanges | S&P Global Inc |
| MSCI | Financial Data & Stock Exchanges | MSCI Inc |
| FDS | Financial Data & Stock Exchanges | FactSet Research Systems Inc |
| NDAQ | Financial Data & Stock Exchanges | Nasdaq Inc |
| ICE | Financial Data & Stock Exchanges | Intercontinental Exchange Inc |
| BR | Information Technology Services | Broadridge Financial Solutions Inc |
| JKHY | Information Technology Services | Jack Henry & Associates Inc |
| HIG | Insurance - Diversified | The Hartford Insurance Group Inc |
| PRI | Insurance - Life | Primerica Inc |
| TRV | Insurance - Property & Casualty | The Travelers Companies Inc |
| AIZ | Insurance - Property & Casualty | Assurant Inc |
| THG | Insurance - Property & Casualty | The Hanover Insurance Group Inc |
| SIGI | Insurance - Property & Casualty | Selective Insurance Group Inc |
| CNA | Insurance - Property & Casualty | CNA Financial Corp |
| PGR | Insurance - Property & Casualty | Progressive Corp |
| RGA | Insurance - Reinsurance | Reinsurance Group of America Inc |
| NHC | Medical Care Facilities | National Healthcare Corp |
| ENSG | Medical Care Facilities | Ensign Group Inc |
| SYK | Medical Devices | Stryker Corp |
| LMAT | Medical Instruments & Supplies | LeMaitre Vascular Inc |
| RSMDF | Medical Instruments & Supplies | ResMed Inc Chess Depository Interest |
| RMD | Medical Instruments & Supplies | ResMed Inc |
| AMNF | Packaged Foods | Armanino Foods of Distinction Inc |
| SON | Packaging & Containers | Sonoco Products Co |
| ROL | Personal Services | Rollins Inc |
| FSS | Pollution & Treatment Controls | Federal Signal Corp |
| NYT | Publishing | New York Times Co Class A |
| TRNO | REIT - Industrial | Terreno Realty Corp |
| SPG | REIT - Retail | Simon Property Group Inc |
| EQIX | REIT - Specialty | Equinix Inc |
| BMI | Scientific & Technical Instruments | Badger Meter Inc |
| KLAC | Semiconductor Equipment & Materials | KLA Corp |
| AVGO | Semiconductors | Broadcom Inc |
| NVDA | Semiconductors | NVIDIA Corp |
| ADP | Software - Application | Automatic Data Processing Inc |
| INTU | Software - Application | Intuit Inc |
| MSFT | Software - Infrastructure | Microsoft Corp |
| CTAS | Specialty Business Services | Cintas Corp |
| AME | Specialty Industrial Machinery | AMETEK Inc |
| XYL | Specialty Industrial Machinery | Xylem Inc |
# Download link:
[https://docs.google.com/spreadsheets/d/1buUhtmrtCqk7Eg7q07E1IFqbDTKPmenzq7k6T8cKnps/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1buUhtmrtCqk7Eg7q07E1IFqbDTKPmenzq7k6T8cKnps/edit?usp=sharing)
The included fields are:
Ticker
Industry
Name
Market Cap.
Revenue
EPS (Diluted).
EPS (Normalized)
Dividend Yield (5Y Avg).
Dividend Yield (Trailing)
Buyback Yield
Buyback Yield (5Y Avg).
Return on Assets (Normalized)
Return on Equity (Normalized)
Return on Invested Capital (Normalized)
Price/Earnings Price/Earnings (Normalized)
Price/Earnings (Forward)
Price/Earnings (5Y Avg)
Total Debt/Equity
Long-Term Debt
Short-Term Debt
Cash (Balance Sheet)
EBITDA
Shares Outstanding
Sustainable Growth Rate
Net Margin
Net Margin (1Y Avg)
Net Margin (3Y Avg)
Net Margin (5Y Avg)
Net Margin (10Y Avg)
Revenue Growth (1Y)
Revenue Growth (3Y)
Revenue Growth (5Y)
Net Income Growth (1Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Income Growth (10Y)
EPS Growth (TTM)
EPS Growth (1Y)
EPS Growth (3Y)
EPS Growth (5Y)
EPS Growth (10Y)
Dividend per Share Growth (1Y)
Dividend per Share Growth (3Y)
Dividend per Share Growth (5Y)
Dividend per Share Growth (10Y)
5-Star Price
Economic Moat
Fair Value
Morningstar Rating for Stocks
Price/Fair Value.

So I think it’s important to disambiguate something - futures prices are NOT a simple ‘prediction’ of where the spot price will be at a point in the future, and the NYT journalist did not explain that well.
Under normal circumstances the futures curve is governed by cost of carry (and reverse cost of carry) arbitrage.
In times of crisis, the two things become dislocated simply because *nobody is willing to act to arbitrage it* - that is, players place such a premium on owning and buying the commodity immediately that they refuse to arbitrage the market gaps.
The lower futures price is not so much a prediction that things will return to normal in future, just a reflection that the energy markets are so stressed that nobody is going act to close the gap.
I think what the quoted analyst is trying to say is that this gap is much BIGGER than they were expecting, and the size of this dislocation is proportional to fear - when offered enough profit, somebody should take the bet, but they’re not.

Welcome to the 5th season of The Golden Pinecone.
This season will include new ways to win cones, milestone games and back to back multipliers which will be discussed below and are marked “New For Season Five”. We hope these new rules make gaining more cones easier for everyone.
Thank you to everyone who plays and remember. “Power to the Players” - tallfeel
The Rules are simple: =================================================
-To Win: Guess the closest to the closing daily price for GME. (the final settled price, not including After-hours trading) Guess must be in by 10:30am EST (NYT). (One hour after the opening bell)
-An exact guess AKA the Bullseye Crew you get 3 (New for Season Five) cones for the season total standings. The count for the Bullseye Crew is just the exact number of Bullseyes this season per player.
-In the result of a tie, both win a cone as both were correct.
New for Season Five -If your guess was closest on back to back games the number of cones you win is multiplied. So for B2B wins your cones on the second day are doubled for that game, the fabled B2B2B win will see your cones tripled for that game (and so on).
-No Edits: your guess is your guess, and once it is in, it cannot be changed. Early bird gets the guess. (if you edit your guess, you are disqualified for that day, sorry). If you notice your guess has already been taken, do not edit your guess but comment underneath it. At that point you can make a new guess but it still has to be in by 10:30 EST (One hour after the opening bell)
-B2B Sniping Rule: Last guess of the day cannot win on back to back days. All guesses must be in USD amounts including cents.
New for Season Five - Milestone Games. On games 50, 100, 150, 200 and 250 the cones up for grabs are tripled. Eg 9 cones for a bullseye! This rule also stacks with the new B2B multiplier rule.
-The seasonal standings are below the closing score and yesterday's winner. The winners circle is the hall of fame of past season winners. This is for the player with the most total wins per season. There are 250 games per season we play every day the market is trading.
WINNERS CIRCLE
Season 1 Winner: Lorien6 ( 31 Wins )
Season 2 Winner: Bloodshot_Blinkers ( 34 Wins )
Season 3 Winner: isthatfair1234 ( 22 wins )
Season 4 Winner: isthatfair1234 ( 34 wins )
Closing Price: $23.40
Winning Guess: xxxgeooegxxx $23.98
Notes:
==== Season 5 Cone Winners ====
zero-the-hero-0069 ( 4 )
Longjumping_Wash9556 ( 4 )
WalrusSoliloquy ( 3 )
isthatfair1234 ( 3 )
tendie_mcnuggets ( 3 )
xxxgeooegxxx ( 3 )
DDanny808 ( 2 )
G_Wash1776 ( 2 )
HeyNow846 ( 2 )
Blitzkreig11930 ( 1 )
BuyByTheNumbers ( 1 )
cyberpunkjay3243 ( 1 )
Analysis_Vivid ( 1 )
pongo85 ( 1 )
tallfeel ( 1 )
Musesoutloud ( 1 )
==== Season 5 Bullseye Crew ====
Longjumping_Wash9556 ( 1 )
zero-the-hero-0069 ( 1 )

The market is optimistic about a deal with Iran being struck. There was a NYT report indicating Iran apparently offered a 5 year moratorium on uranium enrichment while the US wants 20 years so there seems to be the possibility of a deal to end to the war. Also, the AI data center trade is driving a lot of the positive momentum in tech. There have been a couple of significant AI data center deals in the past week involving the likes of Oracle, Meta, Anthropic, Coreweave and NBIS which are driving the AI trade.

Friedenshoffnium. Diesmal ist alles anders. Weil...also...nun ja...wegen Gründen! 🫠
PAKISTAN PUSHES FOR IRAN-US TALKS THIS WEEK: NYT

Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2044103533860192427)
>13 COUNTERPARTIES ABSORB USD 306 MLN AT FED REVERSE REPO OPERATION \(PREV USD 227 MLN, 4 BIDS\)
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/2044103627988414784)
>\*PAKISTAN PUSHES FOR IRAN\-US TALKS THIS WEEK: NYT

Seriously re-consider owning property - opportunity cost is real. There are many resources to help with your decision - the NYT "Rent vs Buy" calculator is one such tool. There is more than cold numbers in the decision to own a house, but you should understand the numbers as well as the emotional/non-rational side of it.

Can’t wait for the next WSJ, Axios, or NYT article this says a new meeting is likely

NYT has an old school gateway. Ctrl + A and copy when the page first loads will select all the text. You can then drop it into notepad.

Welcome to the 5th season of The Golden Pinecone.
This season will include new ways to win cones, milestone games and back to back multipliers which will be discussed below and are marked “New For Season Five”. We hope these new rules make gaining more cones easier for everyone.
Thank you to everyone who plays and remember. “Power to the Players” - tallfeel
The Rules are simple: =================================================
-To Win: Guess the closest to the closing daily price for GME. (the final settled price, not including After-hours trading) Guess must be in by 10:30am EST (NYT). (One hour after the opening bell)
-An exact guess AKA the Bullseye Crew you get 3 (New for Season Five) cones for the season total standings. The count for the Bullseye Crew is just the exact number of Bullseyes this season per player.
-In the result of a tie, both win a cone as both were correct.
New for Season Five -If your guess was closest on back to back games the number of cones you win is multiplied. So for B2B wins your cones on the second day are doubled for that game, the fabled B2B2B win will see your cones tripled for that game (and so on).
-No Edits: your guess is your guess, and once it is in, it cannot be changed. Early bird gets the guess. (if you edit your guess, you are disqualified for that day, sorry). If you notice your guess has already been taken, do not edit your guess but comment underneath it. At that point you can make a new guess but it still has to be in by 10:30 EST (One hour after the opening bell)
-B2B Sniping Rule: Last guess of the day cannot win on back to back days. All guesses must be in USD amounts including cents.
New for Season Five - Milestone Games. On games 50, 100, 150, 200 and 250 the cones up for grabs are tripled. Eg 9 cones for a bullseye! This rule also stacks with the new B2B multiplier rule.
-The seasonal standings are below the closing score and yesterday's winner. The winners circle is the hall of fame of past season winners. This is for the player with the most total wins per season. There are 250 games per season we play every day the market is trading.
WINNERS CIRCLE
Season 1 Winner: Lorien6 ( 31 Wins )
Season 2 Winner: Bloodshot_Blinkers ( 34 Wins )
Season 3 Winner: isthatfair1234 ( 22 wins )
Season 4 Winner: isthatfair1234 ( 34 wins )
Closing Price: $23.40
Winning Guess: HeyNow846 $23.48 and tendie_mcnuggets $23.32
Notes: Another tie. tendie_mcnuggets up to 3 cones and 2 up for HeyNow846.
==== Season 5 Cone Winners ====
zero-the-hero-0069 ( 4 )
Longjumping_Wash9556 ( 4 )
WalrusSoliloquy ( 3 )
isthatfair1234 ( 3 )
tendie_mcnuggets ( 3 )
DDanny808 ( 2 )
xxxgeooegxxx ( 2 )
G_Wash1776 ( 2 )
HeyNow846 ( 2 )
Blitzkreig11930 ( 1 )
BuyByTheNumbers ( 1 )
cyberpunkjay3243 ( 1 )
Analysis_Vivid ( 1 )
pongo85 ( 1 )
tallfeel ( 1 )
Musesoutloud ( 1 )
==== Season 5 Bullseye Crew ====
Longjumping_Wash9556 ( 1 )
zero-the-hero-0069 ( 1 )

Several months ago i received an email from morningstar that they have updated their screener. Morningstar screens are great if you don't want to think and just want to see which stocks are highly rated, or what is fair value or what is the Price to Fair value ratio. However, I still missed their advanced screener where i could enter comparisons and use boolean operators to make queries that work like "show me the stocks where the earnings are greater each year for the last five years".
Well this new fangled stock screener can't do all the fancy stuff, but they have more financial metrics that one can choose from.
Below is the Query, the results and a download version in google sheets in my usual morningstar landing page format.
*(Do note, i screen for quality first then i look for value. If there is none, then i would rather wait. )*
# The Query:
Show me the stocks where

(1) It is **Dominciled** in the USA and
(2) **EPS**
a. EPS grew by at least 7% in the trailing twelve months
b. EPS grew by at least 7% in the last Fiscal year
c. EPS grew by at least 7% CAGR in the last three Fiscal years
d. EPS grew by at least 7% CAGR in the last five Fiscal years
e. EPS grew by at least 7% CAGR in the last ten Fiscal years
(3) **Revenue**
a. Revenue grew by at least 5% in the last Fiscal year
b. Revenue grew by at least 5% CAGR in the last three Fiscal years
c. Revenue grew by at least 5% CAGR in the last five Fiscal years
(4) **Dividend**
a. Dividend grew by at least 1% in the last Fiscal year
b. Dividend grew by at least 1% CAGR in the last three Fiscal years
c. Dividend grew by at least 1% CAGR in the last five Fiscal years
d. Dividend grew by at least 1% CAGR in the last ten Fiscal years

(5) **Net Margin**
a. Net margin is at least 1% in the last quarter
b. Net margin is at least 1% in the last Fiscal year
c. Net margin is at least 1% average in the last three Fiscal years
d. Net margin is at least 1% average in the last five Fiscal years
e. Net margin is at least 1% average in the last ten Fiscal years
# The Results: 89 companies sorted by industry.
| Ticker | Industry | Company |
|---|---|---|
| WWD | Aerospace & Defense | Woodward Inc |
| HEI.A | Aerospace & Defense | Heico Corp Class A |
| CW | Aerospace & Defense | Curtiss-Wright Corp |
| HEI | Aerospace & Defense | Heico Corp |
| TJX | Apparel Retail | TJX Companies Inc |
| AMP | Asset Management | Ameriprise Financial Inc |
| BK | Banks - Diversified | Bank of New York Mellon Corp |
| NRIM | Banks - Regional | Northrim BanCorp Inc |
| WCCB | Banks - Regional | West Coast Community Bancorp |
| FMCB | Banks - Regional | Farmers & Merchants Bancorp |
| THVB | Banks - Regional | Thomasville Bancshares Inc |
| FRCB | Banks - Regional | First Republic Bank |
| CNND | Banks - Regional | Canandaigua National Corp |
| CHCO | Banks - Regional | City Holding Co |
| HOMB | Banks - Regional | Home BancShares Inc |
| RBCAA | Banks - Regional | Republic Bancorp Inc Class A |
| BANF | Banks - Regional | BancFirst Corp |
| FCCO | Banks - Regional | First Community Corp |
| SRCE | Banks - Regional | 1st Source Corp |
| CTUY | Banks - Regional | Century Next Financial Corp |
| LYBC | Banks - Regional | Lyons Bancorp Inc |
| UNTY | Banks - Regional | Unity Bancorp Inc |
| SYBT | Banks - Regional | Stock Yards Bancorp Inc |
| FULT | Banks - Regional | Fulton Financial Corp |
| FCAP | Banks - Regional | First Capital Inc |
| BFC | Banks - Regional | Bank First Corp |
| ENBP | Banks - Regional | ENB Financial Corp |
| CCFN | Banks - Regional | Muncy Columbia Financial Corp |
| WTFC | Banks - Regional | Wintrust Financial Corp |
| FBIZ | Banks - Regional | First Business Financial Services Inc |
| ORRF | Banks - Regional | Orrstown Financial Services Inc |
| PPBN | Banks - Regional | Pinnacle Bankshares Corp |
| TYCB | Banks - Regional | Calvin B. Taylor Bankshares Inc |
| USLM | Building Materials | United States Lime & Minerals Inc |
| IBKR | Capital Markets | Interactive Brokers Group Inc Class A |
| GS | Capital Markets | The Goldman Sachs Group Inc |
| MS | Capital Markets | Morgan Stanley |
| MSI | Communication Equipment | Motorola Solutions Inc |
| MA | Credit Services | Mastercard Inc Class A |
| AXP | Credit Services | American Express Co |
| COST | Discount Stores | Costco Wholesale Corp |
| LLY | Drug Manufacturers - General | Eli Lilly and Co |
| APH | Electronic Components | Amphenol Corp Class A |
| EME | Engineering & Construction | EMCOR Group Inc |
| FIX | Engineering & Construction | Comfort Systems USA Inc |
| PRIM | Engineering & Construction | Primoris Services Corp |
| AGX | Engineering & Construction | Argan Inc |
| CBOE | Financial Data & Stock Exchanges | Cboe Global Markets Inc |
| MCO | Financial Data & Stock Exchanges | Moodys Corp |
| SPGI | Financial Data & Stock Exchanges | S&P Global Inc |
| MSCI | Financial Data & Stock Exchanges | MSCI Inc |
| FDS | Financial Data & Stock Exchanges | FactSet Research Systems Inc |
| NDAQ | Financial Data & Stock Exchanges | Nasdaq Inc |
| ICE | Financial Data & Stock Exchanges | Intercontinental Exchange Inc |
| BR | Information Technology Services | Broadridge Financial Solutions Inc |
| JKHY | Information Technology Services | Jack Henry & Associates Inc |
| HIG | Insurance - Diversified | The Hartford Insurance Group Inc |
| PRI | Insurance - Life | Primerica Inc |
| TRV | Insurance - Property & Casualty | The Travelers Companies Inc |
| AIZ | Insurance - Property & Casualty | Assurant Inc |
| THG | Insurance - Property & Casualty | The Hanover Insurance Group Inc |
| SIGI | Insurance - Property & Casualty | Selective Insurance Group Inc |
| CNA | Insurance - Property & Casualty | CNA Financial Corp |
| PGR | Insurance - Property & Casualty | Progressive Corp |
| RGA | Insurance - Reinsurance | Reinsurance Group of America Inc |
| NHC | Medical Care Facilities | National Healthcare Corp |
| ENSG | Medical Care Facilities | Ensign Group Inc |
| SYK | Medical Devices | Stryker Corp |
| LMAT | Medical Instruments & Supplies | LeMaitre Vascular Inc |
| RSMDF | Medical Instruments & Supplies | ResMed Inc Chess Depository Interest |
| RMD | Medical Instruments & Supplies | ResMed Inc |
| AMNF | Packaged Foods | Armanino Foods of Distinction Inc |
| SON | Packaging & Containers | Sonoco Products Co |
| ROL | Personal Services | Rollins Inc |
| FSS | Pollution & Treatment Controls | Federal Signal Corp |
| NYT | Publishing | New York Times Co Class A |
| TRNO | REIT - Industrial | Terreno Realty Corp |
| SPG | REIT - Retail | Simon Property Group Inc |
| EQIX | REIT - Specialty | Equinix Inc |
| BMI | Scientific & Technical Instruments | Badger Meter Inc |
| KLAC | Semiconductor Equipment & Materials | KLA Corp |
| AVGO | Semiconductors | Broadcom Inc |
| NVDA | Semiconductors | NVIDIA Corp |
| ADP | Software - Application | Automatic Data Processing Inc |
| INTU | Software - Application | Intuit Inc |
| MSFT | Software - Infrastructure | Microsoft Corp |
| CTAS | Specialty Business Services | Cintas Corp |
| AME | Specialty Industrial Machinery | AMETEK Inc |
| XYL | Specialty Industrial Machinery | Xylem Inc |
# Download link:
[https://docs.google.com/spreadsheets/d/1buUhtmrtCqk7Eg7q07E1IFqbDTKPmenzq7k6T8cKnps/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1buUhtmrtCqk7Eg7q07E1IFqbDTKPmenzq7k6T8cKnps/edit?usp=sharing)
The included fields are:
Ticker
Industry
Name
Market Cap.
Revenue
EPS (Diluted).
EPS (Normalized)
Dividend Yield (5Y Avg).
Dividend Yield (Trailing)
Buyback Yield
Buyback Yield (5Y Avg).
Return on Assets (Normalized)
Return on Equity (Normalized)
Return on Invested Capital (Normalized)
Price/Earnings Price/Earnings (Normalized)
Price/Earnings (Forward)
Price/Earnings (5Y Avg)
Total Debt/Equity
Long-Term Debt
Short-Term Debt
Cash (Balance Sheet)
EBITDA
Shares Outstanding
Sustainable Growth Rate
Net Margin
Net Margin (1Y Avg)
Net Margin (3Y Avg)
Net Margin (5Y Avg)
Net Margin (10Y Avg)
Revenue Growth (1Y)
Revenue Growth (3Y)
Revenue Growth (5Y)
Net Income Growth (1Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Income Growth (10Y)
EPS Growth (TTM)
EPS Growth (1Y)
EPS Growth (3Y)
EPS Growth (5Y)
EPS Growth (10Y)
Dividend per Share Growth (1Y)
Dividend per Share Growth (3Y)
Dividend per Share Growth (5Y)
Dividend per Share Growth (10Y)
5-Star Price
Economic Moat
Fair Value
Morningstar Rating for Stocks
Price/Fair Value.

So I think it’s important to disambiguate something - futures prices are NOT a simple ‘prediction’ of where the spot price will be at a point in the future, and the NYT journalist did not explain that well.
Under normal circumstances the futures curve is governed by cost of carry (and reverse cost of carry) arbitrage.
In times of crisis, the two things become dislocated simply because *nobody is willing to act to arbitrage it* - that is, players place such a premium on owning and buying the commodity immediately that they refuse to arbitrage the market gaps.
The lower futures price is not so much a prediction that things will return to normal in future, just a reflection that the energy markets are so stressed that nobody is going act to close the gap.
I think what the quoted analyst is trying to say is that this gap is much BIGGER than they were expecting, and the size of this dislocation is proportional to fear - when offered enough profit, somebody should take the bet, but they’re not.

Welcome to the 5th season of The Golden Pinecone.
This season will include new ways to win cones, milestone games and back to back multipliers which will be discussed below and are marked “New For Season Five”. We hope these new rules make gaining more cones easier for everyone.
Thank you to everyone who plays and remember. “Power to the Players” - tallfeel
The Rules are simple: =================================================
-To Win: Guess the closest to the closing daily price for GME. (the final settled price, not including After-hours trading) Guess must be in by 10:30am EST (NYT). (One hour after the opening bell)
-An exact guess AKA the Bullseye Crew you get 3 (New for Season Five) cones for the season total standings. The count for the Bullseye Crew is just the exact number of Bullseyes this season per player.
-In the result of a tie, both win a cone as both were correct.
New for Season Five -If your guess was closest on back to back games the number of cones you win is multiplied. So for B2B wins your cones on the second day are doubled for that game, the fabled B2B2B win will see your cones tripled for that game (and so on).
-No Edits: your guess is your guess, and once it is in, it cannot be changed. Early bird gets the guess. (if you edit your guess, you are disqualified for that day, sorry). If you notice your guess has already been taken, do not edit your guess but comment underneath it. At that point you can make a new guess but it still has to be in by 10:30 EST (One hour after the opening bell)
-B2B Sniping Rule: Last guess of the day cannot win on back to back days. All guesses must be in USD amounts including cents.
New for Season Five - Milestone Games. On games 50, 100, 150, 200 and 250 the cones up for grabs are tripled. Eg 9 cones for a bullseye! This rule also stacks with the new B2B multiplier rule.
-The seasonal standings are below the closing score and yesterday's winner. The winners circle is the hall of fame of past season winners. This is for the player with the most total wins per season. There are 250 games per season we play every day the market is trading.
WINNERS CIRCLE
Season 1 Winner: Lorien6 ( 31 Wins )
Season 2 Winner: Bloodshot_Blinkers ( 34 Wins )
Season 3 Winner: isthatfair1234 ( 22 wins )
Season 4 Winner: isthatfair1234 ( 34 wins )
Closing Price: $23.40
Winning Guess: xxxgeooegxxx $23.98
Notes:
==== Season 5 Cone Winners ====
zero-the-hero-0069 ( 4 )
Longjumping_Wash9556 ( 4 )
WalrusSoliloquy ( 3 )
isthatfair1234 ( 3 )
tendie_mcnuggets ( 3 )
xxxgeooegxxx ( 3 )
DDanny808 ( 2 )
G_Wash1776 ( 2 )
HeyNow846 ( 2 )
Blitzkreig11930 ( 1 )
BuyByTheNumbers ( 1 )
cyberpunkjay3243 ( 1 )
Analysis_Vivid ( 1 )
pongo85 ( 1 )
tallfeel ( 1 )
Musesoutloud ( 1 )
==== Season 5 Bullseye Crew ====
Longjumping_Wash9556 ( 1 )
zero-the-hero-0069 ( 1 )

The market is optimistic about a deal with Iran being struck. There was a NYT report indicating Iran apparently offered a 5 year moratorium on uranium enrichment while the US wants 20 years so there seems to be the possibility of a deal to end to the war. Also, the AI data center trade is driving a lot of the positive momentum in tech. There have been a couple of significant AI data center deals in the past week involving the likes of Oracle, Meta, Anthropic, Coreweave and NBIS which are driving the AI trade.

Friedenshoffnium. Diesmal ist alles anders. Weil...also...nun ja...wegen Gründen! 🫠
PAKISTAN PUSHES FOR IRAN-US TALKS THIS WEEK: NYT

Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2044103533860192427)
>13 COUNTERPARTIES ABSORB USD 306 MLN AT FED REVERSE REPO OPERATION \(PREV USD 227 MLN, 4 BIDS\)
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/2044103627988414784)
>\*PAKISTAN PUSHES FOR IRAN\-US TALKS THIS WEEK: NYT

Seriously re-consider owning property - opportunity cost is real. There are many resources to help with your decision - the NYT "Rent vs Buy" calculator is one such tool. There is more than cold numbers in the decision to own a house, but you should understand the numbers as well as the emotional/non-rational side of it.

Can’t wait for the next WSJ, Axios, or NYT article this says a new meeting is likely

NYT has an old school gateway. Ctrl + A and copy when the page first loads will select all the text. You can then drop it into notepad.

Welcome to the 5th season of The Golden Pinecone.
This season will include new ways to win cones, milestone games and back to back multipliers which will be discussed below and are marked “New For Season Five”. We hope these new rules make gaining more cones easier for everyone.
Thank you to everyone who plays and remember. “Power to the Players” - tallfeel
The Rules are simple: =================================================
-To Win: Guess the closest to the closing daily price for GME. (the final settled price, not including After-hours trading) Guess must be in by 10:30am EST (NYT). (One hour after the opening bell)
-An exact guess AKA the Bullseye Crew you get 3 (New for Season Five) cones for the season total standings. The count for the Bullseye Crew is just the exact number of Bullseyes this season per player.
-In the result of a tie, both win a cone as both were correct.
New for Season Five -If your guess was closest on back to back games the number of cones you win is multiplied. So for B2B wins your cones on the second day are doubled for that game, the fabled B2B2B win will see your cones tripled for that game (and so on).
-No Edits: your guess is your guess, and once it is in, it cannot be changed. Early bird gets the guess. (if you edit your guess, you are disqualified for that day, sorry). If you notice your guess has already been taken, do not edit your guess but comment underneath it. At that point you can make a new guess but it still has to be in by 10:30 EST (One hour after the opening bell)
-B2B Sniping Rule: Last guess of the day cannot win on back to back days. All guesses must be in USD amounts including cents.
New for Season Five - Milestone Games. On games 50, 100, 150, 200 and 250 the cones up for grabs are tripled. Eg 9 cones for a bullseye! This rule also stacks with the new B2B multiplier rule.
-The seasonal standings are below the closing score and yesterday's winner. The winners circle is the hall of fame of past season winners. This is for the player with the most total wins per season. There are 250 games per season we play every day the market is trading.
WINNERS CIRCLE
Season 1 Winner: Lorien6 ( 31 Wins )
Season 2 Winner: Bloodshot_Blinkers ( 34 Wins )
Season 3 Winner: isthatfair1234 ( 22 wins )
Season 4 Winner: isthatfair1234 ( 34 wins )
Closing Price: $23.40
Winning Guess: HeyNow846 $23.48 and tendie_mcnuggets $23.32
Notes: Another tie. tendie_mcnuggets up to 3 cones and 2 up for HeyNow846.
==== Season 5 Cone Winners ====
zero-the-hero-0069 ( 4 )
Longjumping_Wash9556 ( 4 )
WalrusSoliloquy ( 3 )
isthatfair1234 ( 3 )
tendie_mcnuggets ( 3 )
DDanny808 ( 2 )
xxxgeooegxxx ( 2 )
G_Wash1776 ( 2 )
HeyNow846 ( 2 )
Blitzkreig11930 ( 1 )
BuyByTheNumbers ( 1 )
cyberpunkjay3243 ( 1 )
Analysis_Vivid ( 1 )
pongo85 ( 1 )
tallfeel ( 1 )
Musesoutloud ( 1 )
==== Season 5 Bullseye Crew ====
Longjumping_Wash9556 ( 1 )
zero-the-hero-0069 ( 1 )