My bearish view on Dollar General (NYSE: DG ) is playing out well as the stock has underperformed the S&P 500 ( SPY ) ( SPX ) ( IVV ) ( VOO ) since my initiating coverage on the stock:Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist appr ...

公司现状 - 公司是美国最大的零售商之一，拥有超过20,000家门店，远超其他零售商[1] - 自2009年IPO至2022年峰值，公司股价增长超过1,000%，但自2022年峰值以来，股价下跌了71%[2][3] - 公司面临消费者支出疲软和通胀压力，利润下降，同时面临来自沃尔玛的激烈竞争[2][7] - 公司目前的毛利率为29%，是自上市以来的最低水平，运营利润率也处于历史低位，过去四个季度为5%[5] 未来展望 - 公司计划在未来三年内每年开设575家新店，预计门店总数将达到约22,000家，增长约9%[4] - 预计公司营收在未来三年内将增长15%-20%，达到467亿至487亿美元[13] - 公司预计运营利润率将从5%提升至7%，运营利润将增长近70%[14] 转型策略 - 公司正在实施“回归基础”战略，包括改进库存管理、减少盗窃和缩水、提升客户体验等[11] - 公司正在进行门店改造项目“Project Elevate”，计划改造2,250家老旧门店，并计划在2025财年进行2,000次全面改造和575家新店开业[12] - 公司正在测试同日配送服务，通过DG应用从约75家门店提供同日配送，并与DoorDash合作，从约16,000家门店提供配送服务[12] - 公司管理层表示，门店改造通常会使同店销售额增长6%-8%，部分原因是增加了更多冷柜，使其能够销售更多易腐食品[8] 行业竞争 - 公司长期以来通过在农村地区开设折扣店，提供小包装的必需品和日用品，取得了成功[6] - 尽管业务面临挑战，公司仍设法实现了同店销售额和营收的增长，但利润下降[7] - 公司正在改善供应链以消除产能限制，并投资于自有品牌和价格竞争力[7]

Vancouver, British Columbia--(Newsfile Corp. - December 20, 2024) - Blackrock Silver Corp. (TSXV: BRC) (OTCQX: BKRRF) (FSE: AHZ0) (the "Company" or "Blackrock") is pleased to report that all resolutions proposed and voted on at the Annual General Meeting of its shareholders held on December 20, 2024, in Vancouver, British Columbia (the "Meeting") were approved.Shareholders approved: (i) fixing the number of directors of the Company at six (6); (ii) the election of William Howald, David Laing, Tom Peregoodo ...

核心观点 - 公司认为理想的投资应具备以下条件：所处行业在未来5-10年内预计将实现高于GDP增长的结构性（有机）增长；利润来源于可持续的竞争优势，转化为有吸引力的单位经济效益；由有能力、道德和长期思维的管理者管理；估值合理 [1] 公司分析 - 公司对Casey's General Stores（纳斯达克：CASY）给予持有评级，预计燃料毛利率（每加仑美分[CPG]）将因需求疲软而正常化，从而拖累公司表现 [2]

Eliminating Cruise changes GM's upside potential.General Motors (GM 1.30%) recently announced it is ending its Cruise robotaxi business in order to focus on autonomous driving for personal vehicles. That changes the stock's investment thesis, as Travis Hoium covers in this video.*Stock prices used were end-of-day prices of Dec. 17, 2024. The video was published on Dec. 19, 2024. ...

InMed Announces Results of 2024 Annual General MeetingDecember 18, 2024 8:00 PM EST | Source: InMed PharmaceuticalsVancouver, British Columbia--(Newsfile Corp. - December 18, 2024) - InMed Pharmaceuticals Inc. (NASDAQ: INM) ("InMed" or the "Company"), a pharmaceutical company focused on developing a pipeline of proprietary small molecule drug candidates for diseases with high unmet medical needs, today confirmed that, at its annual general meeting of shareholders held on December 18, 2024 (the ...

U.S. stocks traded higher midway through trading, with the Dow Jones index gaining around 150 points on Wednesday.The Dow traded up 0.52% to 43,674.00 while the NASDAQ rose 0.26% to 20,161.35. The S&P 500 also rose, gaining, 0.31% to 6,069.24.Check This Out: How To Earn $500 A Month From Micron Stock Ahead Of Q1 EarningsLeading and Lagging SectorsInformation technology shares rose by 0.6% on Wednesday.In trading on Wednesday, real estate shares fell by 0.3%.Top HeadlineGeneral Mills, Inc. GIS shares fell ar ...

公司表现 - General Mills Inc (NYSE:GIS) 股价下跌2.9%至64.01美元，尽管第二季度财报和收入超出预期，但2025年利润展望不佳拖累股价 [1] - 公司股价跌至三周以来最低水平，跌破20日均线支撑位，并进入2024年负增长区间 [1] 市场评级 - 18家覆盖公司中，13家给予“持有”评级，5家给予“强烈买入”评级，显示市场对公司前景持谨慎态度 [2] - 12个月共识目标价为73.80美元，较当前水平有15.8%的溢价 [2] 期权交易 - 期权交易者普遍看涨，50天看涨/看跌期权成交量比率为2.75，高于过去一年97%的读数 [3] - 今日期权交易活跃，2,961份看涨期权和2,941份看跌期权成交，是通常成交量的七倍，最活跃的合约为12月62.50美元的看跌期权 [4]

Key TakeawaysGeneral Mills shares fell Wednesday after the company lowered its fiscal 2025 adjusted profit outlook.Second-quarter sales and net income rose year-over-year and beat analysts' expectations.The snack and cereal maker expects adjusted profit to decline from last year because of increased investments. General Mills (GIS) shares moved lower Wednesday morning after the company lowered its fiscal 2025 adjusted profit outlook, offsetting second-quarter results that beat analysts' estimates. The snack ...

公司选择与技术应用 - 纳什维尔综合医院选择Oracle Health CommunityWorks以支持其临床、财务和运营需求，并统一其临床操作，自动化多个手动流程，取代分散的遗留系统和设备 [1] - Oracle Health CommunityWorks提供可扩展的基础，支持医院采用新技术，如Oracle Health Data Intelligence和Oracle Clinical Trial Management System [1] - 医院选择Oracle Health因其提供更完整和集成的解决方案，解决了冗余数据输入、升级期间的操作中断以及住院和门诊系统之间缺乏集成的问题 [2] - Oracle Health CommunityWorks是基于云的部署模型，为患者和临床医生提供全面的集成用户体验，满足小型医院运营的特定需求 [2] 数据智能与临床研究 - 医院计划部署Oracle Health Data Intelligence，以更好地了解患者群体的健康状况以及运营和财务表现 [3] - Oracle Health Data Intelligence集成来自临床、索赔、社会决定因素、药房等多种来源的数据，提供跨后台和护理点工作流程的洞察 [3] - 医院计划采用Oracle Clinical Trial Management System (CTMS) Cloud Service，以显著增加患者对临床试验的访问，并提高临床试验操作数据的生产力和自动化 [4] - 医院计划在未来一年内参与10项临床试验，并在三年内增加到30项 [4] 合作与社区服务 - Oracle Health and Life Sciences执行副总裁表示，与纳什维尔综合医院合作有助于为患者提供最佳护理，并加强与社区的联系 [5] - 医院是越来越多利用Oracle Health and Life Sciences广泛云技术组合的医疗机构之一，以更好地服务患者，增强财务表现，并弥合临床研究与临床护理之间的差距 [5]