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NorthmanTrader's profile
Sven Henrich
Sven Henrich
Sven Henrich
Verified account
@NorthmanTrader

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Sven HenrichVerified account

@NorthmanTrader

Founder: http://NorthmanTrader.com  Navigating changing markets. Keeping it real. Occasional sarcasm. To subscribe: http://northmantrader.com/market-service …

Britannia
northmantrader.com
Joined July 2012

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    Sven Henrich‏Verified account @NorthmanTrader 29 Jul 2019

    Sven Henrich Retweeted Daniel Lacalle

    How this works: Say you earn $1 in year 1 and $1 in year 2. Earnings are flat. But because you shrank your float via buybacks you can claim earnings growth. $1 over 1 share = EPS of 1 $1 over 0.9 shares = EPS of 1.11 Look: 11% earnings growth. Magic. Now pay me a bonus.https://twitter.com/dlacalle_IA/status/1155833543773347840 …

    Sven Henrich added,

    Daniel LacalleVerified account @dlacalle_IA
    With 50% of SPX market cap published, 72% beat heavily downgraded estimates... Mostly due to higher buybacks. YoY EPS growth stands at 1.1%, the lowest in five years pic.twitter.com/DXxlrk4sy1
    6:41 AM - 29 Jul 2019
    • 181 Retweets
    • 651 Likes
    • Marines War Ron Mercer O Liberty58 Eric Holtzman johngaltfla.com PJH Q a s e m A l - A l i Susan of Texas
    37 replies 181 retweets 651 likes
      1. Sven Henrich‏Verified account @NorthmanTrader 31 Jul 2019

        Sven Henrich Retweeted Michael Santoli

        Same earnings as in 2015. EPS 20% higher due to buybacks. Stock up 70% because, you know, magic.https://twitter.com/michaelsantoli/status/1156307107077132291?s=20 …

        Sven Henrich added,

        Michael SantoliVerified account @michaelsantoli
        Apple net income is on track to be the same this fiscal year as in 2015 - about $53B. EPS this year is set be up ~20% from 2015, given the company's bought back ~1B shares - and it still has $200B in cash. The stock has done this. So, yes, financial engineering works. pic.twitter.com/vEZRWX5wyf
        4 replies 16 retweets 54 likes
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      1. SpectatorAlpha‏ @SpectatorAlpha 29 Jul 2019
        Replying to @NorthmanTrader

        Exactly. That is the way how it works

        0 replies 0 retweets 1 like
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      1. CASH‏ @fredric02 29 Jul 2019
        Replying to @NorthmanTrader

        this Money never reach the real economy either =)

        0 replies 0 retweets 4 likes
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      1. BlueCircle‏ @BlueCircle19 29 Jul 2019
        Replying to @NorthmanTrader

        Yes it’s a good trick to fool robots 😆

        0 replies 0 retweets 2 likes
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      1. This Tweet is unavailable.
      2. Richard Baranowski‏ @GrowBara 29 Jul 2019

        At times, they gravitate to 2 Easy buttons: 1. buybacks 2. cut workers It would be great to see them take the hard road by innovating, retaining/growing workforce, and trying to be the best in their sector.

        0 replies 0 retweets 4 likes
      3. End of conversation
      1. Matthew Linder‏ @LinderMatthew 29 Jul 2019
        Replying to @NorthmanTrader

        pic.twitter.com/oVeCzl6vVK

        0 replies 0 retweets 3 likes
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      1. "F"ED UP‏ @mgftzgd 29 Jul 2019
        Replying to @NorthmanTrader

        It's a joke

        0 replies 0 retweets 2 likes
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      1. Joe‏ @JoeAccetturo 29 Jul 2019
        Replying to @NorthmanTrader

        People would never play games taking advantage of how metrics are calculated...lol

        0 replies 0 retweets 0 likes
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      1. New conversation
      2. John Schaldach‏ @jmschaldach 29 Jul 2019
        Replying to @NorthmanTrader

        As a lay-follower, I really appreciate tweets like this. Thank you for helping me to understand!

        1 reply 0 retweets 10 likes
      3. BonFire&Ice‏ @TEAMServicesNY 29 Jul 2019
        Replying to @jmschaldach @NorthmanTrader

        I was just going to write that!

        0 replies 0 retweets 4 likes
      4. End of conversation

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