#NIP TUCK SEASON 3 EPISODE 4 DRIVERS#
#NIP TUCK SEASON 3 EPISODE 4 DRIVER#
#NIP TUCK SEASON 3 EPISODE 4 SKIN#

#NIP TUCK SEASON 3 EPISODE 4 DRIVER#

The core driver of the company's business hinges on continued growth in options trading volume and the company expanding its recurring non-transaction revenue. We like the sticky nature and predictability of that business. Viewed from a different perspective, 28%-30% of Cboe's revenue stream is from recurring non-transaction revenue that includes proprietary market data as well as access and capacity fees.

#NIP TUCK SEASON 3 EPISODE 4 DRIVERS#

The two primary drivers of the company's earnings are its options and North American equities business, which combined drive around 75% of its revenue but more importantly roughly 85% of its operating income. Those operations include the largest options exchange and the third largest stock exchange operator in the U.S., one of the largest stock exchanges by value traded in Europe, and EuroCCP, a leading pan-European equities and derivatives clearinghouse among others. INVESTMENT THESIS: Cboe's business, which centers on market infrastructure, data solutions, and tradable products for equities, derivatives, and foreign exchange across North America, Asia Pacific, and Europe.

Simply put, we think AMD has more room to run as it gains market share, especially when you factor in the current strength of data center and the company's positioning as it relates to the next-gen video game console cycle given that both PlayStation and Xbox use AMD graphics cards. AMD is also seeing strong momentum in the mobile space, recently announcing that its Ryzen platform has exceeded its moonshot 25x20 goal set in 2014 that aimed to improve the energy efficiency of its mobile processors 25 times by 2020. On the GPU side, while Nvidia remains the unquestioned leader in terms of overall performance, AMD is the close on its tail and provides a strong balance between price and performance. On the CPU side, the company continues to take share from Intel in the data center thanks to its 2nd generation EPYC processor line, which is seeing increased adoption in the super computing and high-performance computing space (especially following execution missteps from Intel that has resulted in delays for the companies 7nm chips), which you can read more about at the link here. INVESTMENT THESIS: AMD is a chip maker that specializes in the development of both CPUs (like Intel) and GPUs (like Nvidia). And with regard to smartphones as well as the expanding notion of connected devices, we'll be digging into quarterly results and guidance from Skyworks (SWKS), Qorvo (QRVO) and InterDigital (IDCC). We also have several restaurant companies, including Restaurant Brands (QSR) and Shake Shack (SHAK), and their comments on input costs as well as pricing plans will be something we pay close attention to.

that for Ford Motor (F), General Motors (GM), and others. Comments from (CARS) as well as Carvana (CVNA) will give further insight into consumer auto demand, and we'll match up their guidance vs. With regard to the uptick in infrastructure spending, we'll look to Caterpillar's (CAT) guidance for its domestic business in the coming quarters. From a 'connecting the dots' perspective, we will also have quarterly results from several cybersecurity companies, the aggregate results of which should confirm our thesis on the First Trust Nasdaq Cybersecurity ETF (CYBR) shares.

You May Also Like.The June quarter earnings season continues next week with another 163 S&P 500 constituents reporting as well as a few AAP Portfolio companies, including AMD (AMD) and AMN Healthcare (AMN). The series' cutting-edge stories range from funny to suspenseful to uncommonly powerful. The beauty of Nip/Tuck is that it goes deeper, laying bare the complexities and fragile natures often found in patients seeking cosmetic surgery.ĭylan Walsh and Julian McMahon portray hotshot Miami South Beach plastic surgeons who are themselves in full-blown midlife crises as they confront career, family and romance problems.

#NIP TUCK SEASON 3 EPISODE 4 SKIN#

Nip/Tuck Season 3 Episodes.īeauty, the saying goes, is only skin deep. Season 3 Episode 4 of Nip/Tuck resulted in a 0.00 rating in the 18-49 demographic. Christian and Sean work on another Carver victim, who does not have the same physical attributes as the other victims. A woman wants surgery to make her look like her when she was younger, to jog her Alzheimer-stricken husband's memory.

Nip tuck season 3 episode 4