Macroaxis LLC’s Post

Risk-adjusted landscape for Boston Properties( $BXP ), Tenet Healthcare( $THC ), Hormel Foods( $HRL ), Darden Restaurants( $DRI ), Home BancShares( $HOMB ), Sherwin Williams( $SHW ), TFS Financial( $TFSL ), McCormick Company( $MKC ), NOV( $NOV ) and OReilly Automotive( $ORLY ) https://lnkd.in/g8yEA8Zz

Even when Mr. Peltz’s investments have been successful, those companies succeed in spite of his guidance — not because of it. PepsiCo ignored Mr. Peltz, refusing to part ways with Frito Lay, divest North American and International beverages, or marry Pepsi with Peltz’s losing investment in Mondelez. At Procter & Gamble, executives ignored Mr. Peltz’s calls to move its Cincinnati headquarters or decentralize M&A to the business units. These companies succeeded because they ignored Mr. Peltz. Will Mr. Peltz put The Walt Disney Company shareholders and executives in the same position? #thefutureofdisney #disneydeservesthebest

# Only put off until tomorrow what you are willing to die having left undone ## Walgreens Boots Alliance, Inc. \(WBA\) Beats Earnings Estimate: A Golden Opportunity for HSA Investors! 💼💰📈✨ Walgreens Boots Alliance, Inc. \(WBA\) has recently released its fourth-quarter earnings report for fiscal 2024, and despite a decrease in adjusted earnings per share \(EPS\) by 41.8% from the previous year, the company managed to surpass the Zacks Consensus Estimate by an impressive 8.3%. This news presents a golden opportunity for investors to grow their Health Savings Account \(HSA\) and secure their financial future. With healthcare costs on the rise and the importance of personal well-being increasingly emphasized, investing in healthcare-related companies like Walgreens Boots Alliance holds immense potential. As an experienced Investment Advisor, I strongly encourage you to consider this opportunity and avoid the Fear of Missing Out \(FOMO\). Walgreens Boots Alliance's strong financial performance, combined with its strategic actions to enhance business operations, positions the company for long-term growth. By leveraging the power of your HSA, you can invest in WBA stock and potentially reap significant returns while simultaneously safeguarding your family's health and wellness needs. Don't miss out on the chance to make a positive impact on both your financial future and your overall well-being. Take action now and start investing in WBA stock through your HSA. Secure your health, finances, and future today! 💪💵🌟 #hsa #investing #healthcare #health #family #wellness

Only put off until tomorrow what you are willing to die having left undone. Gorman, a highly respected figure in the financial industry, has been named chairman of Disney's succession planning committee, responsible for identifying the next CEO. With his impressive track record and expertise, Gorman is expected to play a crucial role in shaping the future leadership of the iconic entertainment company. This announcement has sparked interest and excitement among investors, as the selection of a new CEO can have a significant impact on a company's direction and performance. While the news initially caused a slight slip in Disney stock, it is important for investors to approach this development with a strategic mindset. As an investment advisor with extensive experience in maximizing Health Savings Account (HSA) investments, I urge you to seize this opportunity and take action to avoid the Fear of Missing Out (FOMO). By proactively evaluating your investment portfolio and considering the potential implications of Disney's leadership transition, you can position yourself to capitalize on any market fluctuations. Investing in companies like Disney through your HSA not only provides an avenue for financial growth but also aligns with the values of promoting health, wellness, and family entertainment. Don't miss out on the potential benefits of investing in healthcare-related industries while securing your future. #hsa #investing #healthcare #health #family #wellness 📈💼🌱 Remember, taking action today means you won't regret it tomorrow. Act now and make the most of this exciting opportunity.

New correlation matrix for Hershey( $HSY ), Home BancShares( $HOMB ), ConAgra Foods( $CAG ), TripAdvisor( $TRIP ), Trustmark( $TRMK ), Abercrombie Fitch( $ANF ), Flowserve( $FLS ), Nextnav Acquisition( $NN ) and Home Depot( $HD ) https://lnkd.in/gvcuYN9D

I opened a position in McDonald's (MCD) today and began averaging in. Opening a position in the stock market means starting an investment by either buying shares (going long) if you believe the stock price will rise, or selling shares you don’t own (going short) if you think the price will fall. For a long position, you profit by buying low and selling high, while for a short position, you profit by selling high and buying low. Essentially, it's a bet on the future direction of a stock’s price to make a profit from its movement. Averaging in, also known as dollar-cost averaging, is a strategy where you gradually buy a fixed dollar amount of a stock or investment at regular intervals, regardless of its price. This means you purchase more shares when prices are low and fewer shares when prices are high, which can lower your average cost per share over time. This approach reduces the impact of market volatility and helps you avoid the risk of investing a large amount of money at an unfavorable time. DISCLAIMER: The information provided here is for informational purposes only and should not be considered investment advice. Trading and investing in financial markets carry inherent risks, and it is essential to conduct your own research and due diligence. Always consult with a certified financial professional before making any investment decisions. Nothing stated here or elsewhere should be seen as advice or a recommendation to engage in any trading or investment activities. #temeculacalifornia #stockmarketeducation #privatelessons #swingtrading #swingtradingbeginner #tradingstrategy #trading #stocktradingcourse #learntotrade #temecula #temeculavalley #temeculawinecountry #privateclasses  #tradingstocks  #MCD #macdonalds

With Mondelēz International / The Hershey Company rumors, the Omnicom Media Group / Interpublic Group (IPG) deal, and court action on Kroger / Albertsons Companies merger, it's an ideal day to publish the 4th and final section of Insights for 2025. Titled "Davids Over Goliaths", this one is still macro flavored but more for the CPG heads. With lower population growth, and inflation headwinds, legacy firms are challenged to find consumption growth. Value adding has become the driver of real growth, with consolidation deals as the alternative. During the past decade: * The top 5 consumables retailers have just about held share, but have grown slightly slower than the overall market. * The top 100 processors have lost share, lagging the overall market significantly. * Manufacturers under $1B in sales have DOUBLDED the market growth rate, achieving a 10% revenue CAGR.

🔍 Walgreens Boots Alliance is facing significant challenges, but there are key strategies they can implement to turn things around: 1) Suspend the Dividend - Saving cash flow by suspending dividends could stabilize the business amidst financial uncertainty. 2) Scale Back Healthcare Expansion - Reducing or abandoning primary care clinics can conserve resources and improve profitability. 3) Cut Down the Number of Stores - Closing unprofitable locations can streamline operations and reduce overhead costs. 4) Shrink Store Sizes - Smaller, more efficient stores can adapt to changing market conditions and focus on high-margin items. 5) Carry Fewer Products - Focusing on high-margin and essential items can improve gross margins and profitability. 💡 Insight - These measures could help Walgreens improve its financial health and adapt to a competitive retail landscape. 🤔 Key questions - How will these strategic changes impact Walgreens’ long-term growth? Can these adjustments help Walgreens regain investor confidence and market share? #Retail #Pharmacy #Walgreens #BusinessStrategy #Healthcare #Turnaroun

Promising portfolio: ConAgra Foods( $CAG ), Yum Brands( $YUM ), Allstate( $ALL ), Duke Energy( $DUK ), Northern Trust( $NTRS ), United Parcel( $UPS ), TE Connectivity( $TEL ), First Horizon( $FHN ), Xerox Corp( $XRX ), Cathay General( $CATY ), Vornado Realty( $VNO ) and EZCORP( $EZPW ) https://lnkd.in/g5e6gDQP

I guess I shouldn't be surprised, but I am. We've lost all faith in food acquisitions. PepsiCo bought Siete Family Foods for $1.2 BILLION and the panic with consumers is real. Here’s what I think: We need to wait and see. And we better hope they choose the right people to lead the change. And do it slowly. Listen. Take the best of big food, preserve the rest. When big CPG like Pepsi buy small brands like Siete they won't change ingredients and dismantle the brand's values… overnight. They will first increase distribution, improve manufacturing and technology, bring the cost down (hello $10 tortillas), etc. Look at Primal Kitchen (Kraft). Look at EPIC Provisions (GMI). We know this CAN go well (under certain conditions). But we prefer to just say they’ve “sold out.” Bc it so often goes poorly. Remember - this is a family run business. This acquisition is GOALS for them! Pepsi is big food. They can’t innovate the same way. They can’t niche down to a specific market like a Siete brand can. My hope is that they will be smart enough to leave Siete alone. Let them continue to innovate and scale. Let this be good for consumers. But we'll have to wait and see. 🤞