“Sell in May and go away” is a common adage in investing. It’s based on the historical pattern of stocks underperforming from May to October when investors tend to stay on the sidelines. While timing the market is sketchy work at best, following the herd might be the best option for some investors. All that’s left is figuring out if you’re holding prime stocks to sell. So, I’ve developed a list of companies that might get the short stick in May based on these criteria. Trade above their mean target priceHav ...

文章核心观点 - 根据投资者商业日报分析,在GameStop(GME)股价于5月14日触及52周高点$64.83后的三个交易日内,投资者在记忆股票上损失了130亿美元 [1] - 自5月14日以来,这三只记忆股票都出现了大幅下跌,表明记忆股票投资者可能再次面临持有"烫手山芋"的风险 [1] - 作者认为普通散户投资者不应将这三只热门记忆股票作为长期投资 [1] AMC Entertainment (AMC) - AMC是美国最大的电影院运营商之一,在全球拥有平均9,703块银幕 [3] - 尽管分析师和行业评论人士一再预言电影院业将终结,但投资者应该继续购买AMC或其他从票房和零食销售中获得不错利润的公司的股票 [3] - 2024年第一季度,AMC的收入为9.514亿美元,同比下降300万美元,经调整的EBITDA亏损3,160万美元,同比恶化545% [3] - AMC首席执行官亚当·阿龙表示,尽管北美票房在2024年第一季度同比下降6%,但公司的国内市场份额有所增加,总收入与上年持平,每位观众的盈利能力也超过了疫情前的水平 [4] - 尽管公司的总债务仍然是一个主要担忧,但只要能提高每位观众的利润,公司的前景就会变得更加光明 [4] GameStop (GME) - GameStop是全球最大的视频游戏零售商之一,在美国拥有2,915家门店,在加拿大、澳大利亚、新西兰和欧洲还有1,254家门店 [5] - 视频游戏是各年龄段人群的主要娱乐来源,这一点不会改变 [5] - 但GameStop现任及前任管理层未能成功将购买体验从实体店转移到线上和数字渠道,这是公司面临的重大问题 [5][6] - 2023财年,GameStop的软件收入为15.2亿美元,同比下降;硬件和配件收入也从2021年的31.7亿美元下降到30亿美元 [6] - 问题在于,瑞安·科恩试图将GameStop打造成像Biglari Holdings(BH)那样的投资工具,而不是专注于改善实体零售和游戏体验 [6] Trump Media & Technology Group (DJT) - 特朗普媒体和科技集团是三只热门记忆股中最糟糕的,原因并非因为任何人对特朗普的个人看法 [7] - 该股票下跌的原因是,世界并不需要另一个社交媒体平台,但掌权者还是创建了"真相社交"并任命德文·努内斯担任这个他不了解的行业的CEO [7][8] - 相比之下,当推特(现X)在2013年11月上市时,其月活跃用户超过2.15亿,9个月内收入达4.22亿美元,而"真相社交"的月活跃用户仅100万,9个月内收入只有340万美元 [7][8] - 社交媒体行业已经不再像上市初期那样新颖,"真相社交"正在攀登一个无法扩展的陡峭山坡,如果可扩展,也不会由德文·努内斯这样的人来担任CEO [8]

After an unexpected rally sent meme stocks surging last week, things appear to have settled down. When Keith Gill — the man credited with helping launch the GameStop (NYSE:GME) short squeeze of 2021 — unexpectedly returned to X, the r/WallStreetBets crowd rejoiced. This momentum sent meme stock favorites like GME and AMC Entertainment (NYSE:AMC) to impressive heights. However, predictably, the trading frenzy has since run out of steam.Halfway into this week, the meme stocks that skyrocketed on the back of t ...

文章核心观点 - 独立总统候选人罗伯特·F·肯尼迪Jr.宣布持有GameStop(NYSE:GME)2.4万美元的股份 [1][2][3] - 肯尼迪表示,他使用起诉蒙萨托公司获得的赔偿金来进行这笔投资 [1] - 肯尼迪提到了Roaring Kitty和AMC Entertainment(NYSE:AMC),但没有披露在后者的持股 [2] - 肯尼迪表示,抵制"掠夺性做空"是他持有GME股票的原因之一 [2] 公司概况 - GameStop股价在肯尼迪的投资消息后受到关注 [1][3] - GameStop最近宣布将发行并出售最多4500万股股票,所得款项将用于一般公司用途 [5] - GameStop公布了2023年第一季度的初步财报,净销售额预计为8.72亿美元至8.92亿美元,同比下降;净亏损预计为2700万美元至3700万美元 [6] - GameStop预计现金及现金等价物将在10.73亿美元至10.93亿美元之间,较上年同期的13.1亿美元有所下降 [6]

Bloomberg columnist Matt Levine wondered on May 13 if GameStop (NYSE:GME) was back. He was speaking about the video game retailer’s 70% surge in its share price after Keith Gill, a celebrity investor known as “Roaring Kitty”, posted on X (formerly Twitter) for the first time since June 2021. Everyone and their dog has since provided GameStop stock analysis about the meme stock’s comeback. The 70% jump in GME stock proves the brokenness of the markets, and investors have forgotten that fundamentals rule the ...

The renewed GameStop (NYSE: GME) mania has shown that the trading community wields a significant impact on the stock market and can make substantial movements in stock valuations, turning thousands into millions.Exactly this happened to an anonymous trader on May 17, as his initial $27,000 investment in call options became $2 million worth of profit.Trader turns $27,000 into $2 million with GME stock call options. Source: Unusual WhalesThe news came as a response by Unusual Whales to a post from Robert F. K ...

Independent U.S. presidential candidate Robert F. Kennedy Jr. hikes in the Santa Monica Mountains in Los Angeles on March 18, 2024.Robert F. Kennedy Jr., the third-party challenger to President Joe Biden and former President Donald Trump in the 2024 election, said Tuesday that he had invested $24,000 in the meme stock GameStop, in an effort to show solidarity with retail investors over large, institutional funds."My administration will support the Ape retail rebellion and enact aggressive Wall Street reform ...

Video game retailer GameStop (NYSE:GME), along with global movie-theater chain AMC Entertainment (NYSE:AMC) and a handful of other companies, are the talk of Wall Street again. It feels like 2021 all over again, but that’s not necessarily a good thing for sensible investors. After delving into the company’s financial facts, you’ll hopefully be convinced to stay away from GameStop stock.If you’re a day trader who flips GameStop shares for a quick buck, that’s a different story entirely. My message is for ser ...

As inflation remains increasingly sticky, finding undervalued stocks to buy has become increasingly difficult. Meme stocks like GameStop (NYSE:GME) continue climbing despite rapidly approaching market saturation, which could leave retail traders holding the bag when the music stops.Even if inflation cools consistently, goods and services remain significantly higher than two years ago. This discrepancy arises because inflation measures ongoing price growth rather than actual price levels, resulting in persis ...

On May 12, 2024, the internet cheered as the man credited with launching the GameStop (NYSE:GME) short squeeze of 2021 returned to social media. Keith Gill, better known by the online alias “Roaring Kitty,” randomly shared a drawing of a gamer on X after a multi-year hiatus from the platform. The post did not have much context, but it quickly sparked a meme stock trading frenzy, sending favorites such as GME and AMC Entertainment (NYSE:AMC) into the green.A week later, the meme stock rally has died off, but ...