Noah Kiedrowski - Comments
Scientist - Biotechnology
Contributor's Links: stockoptionsdad YouTube Channel

I am a leading author and contributor on several financial websites, namely TalkMarkets, Seeking Alpha and INO.com. I cover a broad range of investment strategies; currency hedging, value, growth, options and dividend investing. I also cover long-term wealth creating strategies such as ... more

Latest Comments
Hasbro – Positive Earnings Commentary And Growth Catalysts Ahead
2 years ago

Yep, I was shocked too and hence why Mattel has fallen to the sidelines over the years. Hasbro is establishing its digital presence too with Netflix, My Little Pony and Transformers. The movie slate over the next two years is huge, look at Blank Panther and next Infinity War.

In this article: HAS
Hasbro – Positive Earnings Commentary And Growth Catalysts Ahead
2 years ago

Hasbro has a major distribution avenue via TRU and they had to lower guidance as a result of managing the bankruptcy through the holidays. But yes, they are adapting and looking at other alternatives including the digital channels.

In this article: HAS
Visa’s Growth Slowdown Has Begun
2 years ago

The breakout happened months ago from $90 to $125. What will be propelling the stock higher? I like the share buybacks and increases in the divided but buying here is too risky for me considering it's single digit growth rates.

In this article: V
Visa Is Still A Buy
2 years ago

Without revenue growth, businesses will not be rewarded with a high multiple. Earnings growth can be inflated by buying back shares so revenue is the metric that bests captures growth. Look at Netflix, Amazon, Salesforce... it's all about revenue in order to get assigned a high multiple. Slowing growth at all-time highs in a raging bull market, I'll pass. I'm not betting against Visa but certainly not buying at these levels.

In this article: V
Visa’s Growth Slowdown Has Begun
2 years ago

I'm saying that the past 5 quarters of revenue growth has largely been attributed to the acquisition of Visa Europe and now that the acquisition has annualized, these growth rates are coming way down to roughly 8% moving forward. So does single digit revenue growth warrant buying a stock this richly valued?

In this article: V
IBB – Challenging 2016, Recovering 2017 And Resurgence In 2018
2 years ago

Thanks for reading, hopefully 2018 will be a better year for this cohort.

In this article: AGN, JNJ, NVO, IBB, REGN, GILD, JUNO, ABBV, KITE
Disney: Fox Acquisition, Streaming And Tax Reform
2 years ago

Thanks Bruce! I like your profile pic haha

In this article: DIS
Visa Is Still A Buy
2 years ago

Take a look at my most recent article with updated data from the most recent quarterly results in which revenue only grew by 9%.

www.talkmarkets.com/.../diminished-single-digit-revenue-growth-has-arrived

In this article: V
Visa’s Growth Slowdown Has Begun
2 years ago

Clearly, I disagree and they're baking in the Visa Europe numbers into the past growth and don't realize most of the growth is attributed to this acquisition. Look at my revenue graph and revenue growth graphs and you'll see. Also, zero growth over the last two consecutive quarters. Revenue was exactly the same in Q4 2017 and Q1 2018

In this article: V
Visa’s Growth Slowdown Has Begun
2 years ago

Single digit revenue growth at a lofty valuation based on any metric in my opinion. There's many companies that are growing revenues much faster with a fraction of the P/E or PEG, namely #Facebook ($FB).

In this article: V
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