In the latest market close, RH (RH) reached $354.52, with a +1.84% movement compared to the previous day. The stock exceeded the S&P 500, which registered a gain of 0.4% for the day. Meanwhile, the Dow gained 0.09%, and the Nasdaq, a tech-heavy index, added 0.63%. Coming into today, shares of the furniture and housewares company had lost 0.24% in the past month. In that same time, the Consumer Staples sector lost 2.13%, while the S&P 500 gained 3.76%. The investment community will be closely monitoring the ...

I believe true value is from growth, not cigar butts. Time is investors' best friend. Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for. Durability is a great multiplier of value (I don't buy a cycl ...

Nanterre, 7 October 2024 VINCI has reached an agreement for the acquisition of RH Marine and Bakker Sliedrecht in the Netherlands A group of two well-known electrotechnical integrators specialized in the maritime sector An annual revenue of about €160 million in 2023 generated by 620 employees Strengthening VINCI Energies industrial portfolio in the Netherlands VINCI Energies expands its industrial activities into a new market segment in the Netherlands with the acquisition of RH Marine Netherlands B.V. (RH ...

RH (RH) , previously known as Restoration Hardware), a leading luxury furniture retailer, has seen a significant boost, with its shares gaining 36.1% over the past month. This surge is likely due to increased consumer interest in the company's new product assortment. RH's momentum was also far better than other furniture and home-related peers, like Arhaus, Inc. (ARHS) , down 2.8%), Wayfair Inc. (W) , up 26.6%), and Williams-Sonoma, Inc. (WSM) , up 15.8%) over the past month. Also, in contrast, Hoya Capital ...

I wrote about RH (NYSE: RH ) previously ( 16 th July ) with a buy rating as I believed it has a strong scale advantage, and as the macro situation gets better, it is set to see I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some ...

Summary of J.P. Morgan Global Quantitative & Derivatives Strategy Conference Call Company and Industry Overview - **Industry**: U.S. Single Stock Options Market - **Focus**: Analysis of potential opportunities in the U.S. single stock options universe, including blue-chip stocks with liquid options markets. Key Points and Arguments 1. **Call Overwriting Candidates**: - IBM (IBM), Bank of New York Mellon (BK), GE Healthcare (GEHC) are identified as candidates for call overwriting due to their volatility richness [2][5]. 2. **Put Underwriting Candidates**: - Humana Inc (HUM), Estee Lauder (EL), and Take-Two Interactive (TTWO) are highlighted as attractive put underwriting candidates [2][5]. 3. **Put Buying Candidates**: - Candidates include RH (RH), Zillow Group (Z), and Verizon Communications (VZ), which are characterized by cheap volatility [2][5]. 4. **Call Buying Candidates**: - FedEx Corp (FDX), Kla Corp (KLAC), and McKesson Corp (MCK) are noted for their potential as call buying candidates [2][5]. 5. **Volatility Metrics**: - The report emphasizes the importance of implied volatility (IV) and realized volatility (RV) in assessing stock options. Stocks with IV above the 75th percentile are considered "rich," while those below the 25th percentile are "cheap" [12][34]. 6. **Technical and Fundamental Indicators**: - The analysis employs five technical and fundamental indicators to time stock buying or selling decisions, including 1M beta adjusted relative performance and 63D price Z-score [5][8][36]. 7. **Options Pricing**: - Options pricing is described as indicative only, with specific methodologies outlined for determining buy/sell signals based on volatility richness/cheapness [5][8][34]. 8. **Market Sentiment**: - The report indicates a bearish sentiment for certain stocks, with recommendations to sell or underweight based on the analysis of price movements and volatility metrics [5][8][36]. Additional Important Information 1. **Analyst Certification**: - Analysts certify that their views reflect personal opinions and that no part of their compensation is related to specific recommendations [3][57]. 2. **Risks of Options Strategies**: - The report outlines the risks associated with various options strategies, including potential losses from selling puts and calls [46][47][48]. 3. **Investment Recommendations**: - J.P. Morgan uses a rating system of Overweight (buy), Neutral (hold), and Underweight (sell) to guide investors [60][61]. 4. **Market Coverage**: - The analysis covers 336 liquid members of the Russell 1000 stock index, providing a broad view of the market landscape [34][35]. 5. **Volatility Score Calculation**: - The volatility score is calculated based on the percentile ranking of the stock's implied volatility relative to the S&P 500, aiding in identifying cheap and rich volatility candidates [12][34]. 6. **Confidentiality Notice**: - The report includes a confidentiality notice, emphasizing the proprietary nature of the information and the importance of compliance with legal regulations [78]. This summary encapsulates the critical insights and recommendations from the J.P. Morgan Global Quantitative & Derivatives Strategy conference call, focusing on the U.S. single stock options market and the associated investment opportunities and risks.

The upscale furniture store reported upbeat guidance. However, it may take years for the company to regain prior highs. With shares up 95% over the last five years, RH's (RH 1.19%) stock has slightly outperformed the S&P 500 index, which has risen 88% over the same period. And while the company faces near-term challenges like high interest rates and a slow housing market, its longterm thesis remains intact. Let's dig deeper to see if the company can maintain market-beating performance over the next half-dec ...

Formerly known as Restoration Hardware, RH NYSE: RH is a high-end home furnishings retailer offering curated collections of luxury furniture, decor, bathware and textiles. Its stock surged 25% following its second-quarter 2024 earnings release. The reaction didn't stem from a blowout earnings report but was rather a relief reaction that the worst may be over, and growth is returning to the company, further fueled by a healthy 13.03% short interest. Get RH alerts: The Tea Leaves Braced Investors for the Wors ...

Why investors should consider taking a pass. Luxury furniture company RH (RH 25.49%) has been dealing with a difficult market for home furnishings the past few years, as the pandemic pulled forward a lot of demand for furniture when people were stuck in their homes. However, the company saw its shares soar recently following its second-quarter results, as RH (formerly known as Restoration Hardware) was able to generate revenue growth. While investors sent the shares soaring, I think there are a number of wa ...

RH soared on its Q2 earnings report. RH (RH 25.49%), the company formerly known as Restoration Hardware, has long been a battleground stock in the retail sector. The company has one of the more colorful CEOs in the business in Gary Friedman, who's prone to hyperbole and outlandish statements but is also one of the boldest thinkers in the industry. RH also has a unique business model: The company opens cavernous galleries to showcase its high-end furniture and mails out sourcebooks to promote its wares. It's ...