Paycom

Paycom ist ein Anbieter von cloudbasierter Personalmanagment Software.

"Paycom is the only HR technology provider with a single-database, end-to-end product providing solutions for Talent Acquisition, Time and Labor Management, Payroll, Talent Management and HR Management, all in one application."

Erwartetes Gewinnwachstum in den nächsten 5 Jahren ca. 45% pro Jahr!

Insider und Gurus kaufen!

Hat sich in der aktuellen Korrektur sehr stark gehalten und die Chancen auf einen charttechnischen Ausbruch stehen gut.

bin ich auch dabei...

www.zacks.com/stock/news/193432/...uld-it-be-in-your-portfolio

On Oct 13, Zacks Investment Research upgraded Paycom Software, Inc. (PAYC - Snapshot Report) to a Zacks Rank #1 (Strong Buy). The upgrade came on the back of better-than-expected second-quarter fiscal 2015 results and strong fundamentals.

Also, Paycom Software’s shares are up 53.8% year-to-date and posted a strong return of 28.7% over the past six months. These make the company an attractive investment opportunity. Paycom Software also delivered positive earnings surprises in the last four quarters with an average beat of 47.9%.

Paycom Software reported revenues of $48.9 million, which not only increased 47% from the year-ago quarter but also came ahead of the Zacks Consensus Estimate of $46 million. The year-over-over increase was driven by a shift toward cloud-based offerings, which gained traction in the marketplace. Also, new client additions positively impacted quarterly revenues.

Moreover, a 46.4% increase in recurring revenues and a whopping 80.2% increase in implementation and other revenues on a year-over-year basis were positives.

The company’s adjusted earnings per share (excluding one-time items but including stock-based compensation) came in at 10 cents per share, which not only beat the Zacks Consensus Estimate of 6 cents share but also increased from 4 cents reported in the year-ago quarter.

Revenue growth seems to be steady and was positively impacted by higher recurring revenues and higher traction in cloud-based offerings. Better-than-expected demand for advanced human capital management and payroll software solutions during the reported quarter were encouraging.

Buoyed by better-than-expected second-quarter results, the company provided positive third quarter and fiscal 2015 revenue guidance. For third-quarter, Paycom Software expects revenues in the range of $51 million to $52 million. The Zacks Consensus Estimate is pegged at $51 million.

For fiscal year 2015, Paycom Software expects revenues in the range of $210 million to $212 million. The Zacks Consensus Estimate is pegged at $210 million.

We believe that higher traction of Paycom Software’s Affordable Care Act (“ACA”) dashboard application that tracks employee count, employee status and health care plan affordability will act as a tailwind for the company in the long run. Also, Paycom Software might witness long-term growth by successfully cross-selling newer products to the existing client base, which will boost revenues, going forward.

Nevertheless, competition from companies like Paylocity Holding Corporation (PCTY - Snapshot Report) and Intuit Inc. (INTU - Snapshot Report) remains a headwind. - See more at: www.zacks.com/stock/news/193432/...tfolio#sthash.I93dx1YW.dpuf

www.4-traders.com/...-Results-for-Third-Quarter-2015-21339883/

Financial Highlights for the Third Quarter of 2015

Total Revenue of $55.3 million represented a 51% increase compared to total revenue of $36.6 million in the same period last year. Recurring revenues of $54.2 million increased 51% from the comparable prior year period, and constituted 98% of total revenues.

GAAP Net Income was $3.8 million, or $0.07 per diluted share, compared to GAAP net income of $2.7 million, or $0.05 per diluted share, in the same period last year.

Adjusted EBITDA1 was $10.8 million, compared to $6.6 million in the same period last year.

Non-GAAP Net Income1 was $4.7 million, or $0.08 per diluted share, compared to $2.7 million, or $0.05 per diluted share, in the same period last year.

Annualized New Recurring Revenue (“ANRR”) was $31.8 million, up from $14.9 million for the same period last year, representing 113% growth.

Cash and Cash Equivalents were $48.5 million as of September 30, 2015.

Total Debt was $26.1 million as of September 30, 2015. This debt consisted solely of debt on the corporate headquarters.

1 Adjusted EBITDA and non-GAAP net income are non-GAAP financial measures. Please see the discussion below under the heading "Use of Non-GAAP Financial Information" and the reconciliations at the end of this release for additional information concerning these non-GAAP financial measures.

Financial Outlook

Paycom provides the following expected financial guidance for the quarter ending December 31, 2015 and year ending December 31, 2015:

Fourth Quarter 2015

Total Revenues in the range of $59.5 million to $61.5 million.

Adjusted EBITDA in the range of $9 million to $11 million.

Fiscal Year 2015

Total Revenues in the range of $219 million to $221 million.

Adjusted EBITDA in the range of $46.5 million to $48.5 million

news.investors.com/technology/...rnings-beat.htm#ixzz3qW1TVaAh

Paycom ranks No. 3 on the latest IBD 50 list of top-performing stocks.

"Paycom experienced continued strong demand in the third quarter," Paycom founder and CEO Chad Richison said in the company's earnings conference call. "We believe our robust performance is due to the ongoing market embrace of our cloud-based solutions and our strong sales force."

"We're seeing next-generation cloud companies like Ultimate, Paycom and Paylocity build quite successful businesses off of the churn of large legacy vendors — in this case, the service bureaus like ADP and Ceridian," wrote Richard Davis, an analyst at Canaccord Genuity, in a pre-earnings research note.

"We believe the company is well positioned to increase its market share in the large outsourced payroll and human capital management software market," wrote Credit Suisse analyst Michael Nemeroff in a research note.

seekingalpha.com/article/...wing-stream-of-revenue-and-profits

Paycom: A Fast Growing Stream Of Revenue And Profits

Summary

Paycom revenues have been growing at a 40%+ clip annually.

Paycom continues to innovate with a large research and development budget.

Paycom offers cloud based software that is available anywhere an internet connection can be found and requires minimal equipment to use.

Paycom simplifies all employee records and reports into one database and simplifies government compliance.

Paycom's software is subscription based which guarantees a continuous revenue stream.

www.zacks.com/stock/news/200327/...APH-FT-200327&source=sa

Time to Focus on Paycom Software (PAYC) for Strong Earnings Growth Potential

Growth stocks can be some of the most exciting picks in the market, as these high-flyers can captivate investors’ attention, and produce big gains as well. However, these can also lead on the downside when the growth story is over, so it is important to find companies which are still seeing strong growth prospects in their businesses.

One such company that might be well-positioned for future earnings growth is Paycom Software, Inc. (PAYC - Snapshot Report). This firm, which is in the Internet Software industry, saw EPS growth of 80.0% last year, and is looking great for this year too.

In fact, the current growth estimate for this year calls for earnings-per-share growth of 112.7%. Furthermore, the long-term growth rate is currently an impressive 77.7%, suggesting pretty good prospects for the long haul.

And if this wasn’t enough, the stock has actually seen estimates rise over the past month for the current fiscal year by about 2.7%. Thanks to this rise in earnings estimates, PAYC has a Zacks Rank #2 (Buy) which further underscores the potential for outperformance in this company.

So if you are looking for a fast growing stock that is still seeing plenty of opportunities on the horizon, make sure to consider PAYC. Not only does it have double digit earnings growth prospect, but its impressive Zacks Rank suggests that analysts believe better days are ahead for PAYC as well.  

www.4-traders.com/...squos-Best-Places-to-Work-in-US-21534499/

Paycom Software Makes List of Glassdoor’s Best Places to Work in U.S.

Fresh off earning Top Workplace honors in its home state, Paycom Software, Inc., (NYSE:PAYC), a leading provider of comprehensive, cloud-based human capital management software, has received national recognition as a best place to work among large-sized U.S. companies after earning a 2016 Glassdoor Employees’ Choice Award.

"We are focused on providing a positive learning and working environment for our coworkers,” said Paycom’s founder and CEO Chad Richison. “There isn't any stronger recognition than that given by the people who have chosen to call Paycom home and that’s very rewarding."

For the past two years, Paycom ranked within the top 20 of Glassdoor’s Small- and Medium-Sized Best Places to Work For list, making this the third-straight year Paycom has earned a workplace accolade from the popular career website. However, this year’s honor marks Paycom’s first in the large business category, a distinction reserved for companies with at least 1,000 employees.

Currently on Glassdoor, Paycom has an overall rating of 4.2 out of five stars, while Richison boasts a 90 percent CEO approval rating. Paycom’s employees enjoy numerous workplace perks and benefits including fun events; an employee stock purchase program; $1 per-pay-period health insurance; a free, on-site gym with fitness classes; and subsidized daily catered lunches.

www.4-traders.com/...ersquos-2015-Technology-Fast-50-21539040/

Paycom Software : Ranked Among Fastest Growing Companies on Deloitte’s 2015 Technology Fast 500™

Paycom ranked No. 390 on Deloitte's Technology Fast 500™, an annual ranking of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America.

Combining innovation, entrepreneurship and rapid growth earned Paycom a coveted spot on the leading Technology Fast 500 list. Paycom, the only Oklahoma company to make the list, experienced 164 percent revenue growth during the time period judged.

Overall, 2015 Technology Fast 500™ companies achieved revenue growth ranging from 109 percent to 21,984 percent from 2011 to 2014.

Paycom's success continues to warrant accolades, recently earning it recognition as the top publicly traded company in Oklahoma in OK Inc. and first place in the 2015 Leadership Excellence Awards presented by HR.com, which identifies and recognizes the top 500 leadership organizations and their strategies and solutions.

www.benzinga.com/analyst-ratings/...a-shopify-paycom-paylocity

Coverage was initiated with an Outperform rating and a price target of $48. Paycom is a rapidly growing provider of SaaS payroll/HCM solutions. Although the company is still in the initial stages of its growth cycle, it is already highly profitable.

Paycom’s business model is highly scalable, with the potential for significant margin expansion. The analysts believe that the company is poised to benefit from multiple drivers in the long term.

These drives may include:

- Secular tailwinds
- A large and growing TAM
- Significant runway for salesforce growth
- Sizable natural revenue churn opportunity from larger competitors

www.zacks.com/stock/news/206921/...APH-FT-206921&source=sa

Q4 EPS of $0.10 beats by $0.02

Revenue of $65.1M (+47.8% Y/Y) beats by $3.92M

seekingalpha.com/article/...lth-disruptor-mid-market-hcm-space

Summary

Paycom is a company that combines solutions in payroll processing and HCM software into an integrated offering.

The company has built an interesting niche with what appears to be a formidable moat and it has done so while generating significant margins and rapid growth.

Paycom has enjoyed a unique benefit from processing ACA payments for its clients during its Q1, which saw 63% top line growth and EPS that reached close to 200%.

The company has a far less costly business model than SaaS vendors that results in at least a 2000 point advantage in reported operating margins.

The company is continuing to enhance its software solutions by driving R&D growth that's still far below the levels of other SaaS vendors.

www.4-traders.com/...Announces-Stock-Repurchase-Plan-22467332/

Board of Directors has authorized a stock repurchase plan under which up to $50,000,000 is available to purchase shares of Paycom's outstanding common stock, par value $0.01 per share, over the next 24 months.

www.4-traders.com/...vers-50-Most-Engaged-Workplaces-22501033/

Paycom Software, Inc. (NYSE:PAYC), a leading provider of comprehensive, cloud-based human capital management software, has been recognized as one of Achievers 50 Most Engaged Workplaces™ for 2016.

The annual award by Achievers honors the top 50 employers in North America that display leadership and innovation in engaging their workplaces.

finance.yahoo.com/news/...s-paycom-price-target-175618443.html

In a note to investors Tuesday, Barclays analyst Raimo Lenschow said the underlying story in Paycom Software Inc remains very healthy.

Lenschow said Paycom has large opportunities still ahead. Only represented in 42 out of 120 potential markets, the company is adding more products, and existing offices are now beginning to benefit from repeat business with established contacts.

www.fool.com/investing/2016/09/15/...ed&utm_source=yahoo-2

A payroll processing disruptor

Brian Feroldi: Most investors have heard of Jeff Bezos, Larry Page, and Tim Cook, but another CEO that I think is deserving of high praise is Chad Richison. He founded online payroll processing company Paycom (NYSE:PAYC) back in 1998 and has remained at the helm ever since. Under his leadership, the company has steadily expanded its list of services and has become a major player in helping other businesses manage their back-office HR functions.

But there's more to great management than just producing stellar financial results. Paycom has also done a great job treating its employees well, too. On company-review site glassdoor.com, Paycom was voted as one of the best places to work in 2016. Employees are currently assigning the company strong 3.8-star rating, and 84% of them approve of the CEO. Those are impressive numbers for a company that's still in hypergrowth mode.

With strong leadership in place, a recurring revenue business model, and a happy employee base, Paycom easily qualifies as one of the best-run companies in tech.

www.investors.com/research/...stock-paycom-q3-earnings-growth/

Will The Market Rain Or Shine On This Fund-Favorite Cloud Stock?

The maker of cloud-based human capital management solutions holds the No. 1 slot within the No. 7-ranked enterprise software industry group.

Top Mutual Funds Buying Shares

Among the reasons Paycom appeals to fund managers is its 117% average EPS growth over the last three quarters, 46% three-year annual sales growth rate and 27.2% return on equity. Plus, Paycom's estimated 94% EPS growth for this year is the highest among IBD's Sector Leaders.

www.investors.com/research/the-new-america/...ness-for-paycom/

Paycom Finds Big Profits By Sticking To Smaller Firms, Simpler Plans

"We believe our success is due to the growing recognition of the benefits that can be gained from Paycom's single database architecture," Paycom Chief Executive Chad Richison said on a conference call with analysts on Aug. 2. "We are still in the early stages of a multiyear mission to gain market share and grow into one of the largest providers of cloud-based payroll and human capital management software,"

www.zacks.com/stock/news/237461/...t?cid=CS-SEEKAPH-FT-237461

Paycom Software reported not-so-encouraging third-quarter 2016 results, with the top line beating the Zacks Consensus Estimate by a slight margin and the bottom line posting a loss, which compared unfavorably with the consensus mark. However, revenues increased on a year-over-year basis. Also, the company provided an encouraging fourth-quarter revenue guidance and raised its fiscal 2016 guidance.

Revenue growth seems to be steady and was positively impacted by higher recurring revenues and higher traction in cloud-based offerings. Better-than-expected demand for advanced human capital management and payroll software solutions during the reported quarter were the other positives.

We believe that the higher adoption of Paycom Software’s Affordable Care Act (“ACA”) dashboard application that tracks employee count, employee status and health care plan affordability will act as a tailwind for the company in the long run. Also, Paycom Software might witness long-term growth by successfully cross-selling newer products to the existing client base, which will boost revenues, going forward.

www.investors.com/news/technology/...acare-tailwind-dies-down/

"Paycom is beginning to anniversary the ACA benefit, which is well understood, in our view," Pacific Crest analyst Brent Bracelin said in his research note late Tuesday. "What is less well understood is that revenue beats and raises may be more modest going forward. Paycom's profitability should support its valuation." He maintained his overweight rating on Paycom stock.

Said Credit Suisse analysts in their research note Wednesday: "We view PAYC shares as attractive due to: (1) the company's disruptive comprehensive HCM (human capital management, or HR) suite and cloud-based, single database architecture; (2) our belief that PAYC will continue to increase its market share of the large and growing outsourced payroll/HCM software market; and (3) our expectations for strong, sustainable ANRR (annualized net recurring revenue) growth driven by maturing sales offices productivity increases and aggressive new sales offices expansion. ..."

www.fool.com/investing/2016/11/02/...nc-is-dropping-today.aspx

While it is tough to identify the exact cause of the decline, my best guess is that some traders felt that the company's valuation had simply gotten ahead of itself. After all, shares of Paycom had soared more than 30% year to date, which pushed its trailing P/E ratio over 80. That likely caused some traders to go into profit-taking mode on the stock on Wednesday.

Now what

Short-term price movements aside, Paycom's third-quarter results look quite good, suggesting that the company continues to wrestle away market share from legacy payroll processors like Paychex. Better still, 98% of the company's revenue is recurring, which positions it nicely for continued growth in the quarters ahead.

Overall, if you were bullish on Paycom's stock prior to today's drop -- as I am -- then I see no reason to change your stance today.

www.4-traders.com/...rica-on-Deloitte-rsquo-s-2016-T-23421842/

Paycom Software, Inc. (NYSE:PAYC), a leading provider of a comprehensive, cloud-based solution for human capital management, today announced it ranked No. 364 on Deloitte’s Technology Fast 500™, a list of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America. Paycom experienced 192 percent revenue growth during the time period considered.

www.investors.com/news/technology/...t-buy-shopify-at-neutral/

"We see the recent reset in Paycom's valuation as creating an attractive entry point for investors to own a fast-growing and highly profitable SaaS category leader."

www.4-traders.com/...a-rsquo-s-Top-Workplace-of-2016-23538952/

The Oklahoman Names Paycom Oklahoma’s Top Workplace of 2016

Paycom, now on the list for a fourth consecutive year, also received special recognition, earning The Oklahoman’s Direction award. This additional award comes as a result of feedback from employees, who believe the company is going in the right direction.

www.fool.com/investing/2017/01/19/...p;utm_source=yahoo-2-news

aktien-mag.de/...che-gewinn-erstmals-uber-100-mio-usd/p-7207/

www.investors.com/research/...h-138-growth-seeks-new-breakout/

seekingalpha.com/pr/...e-s-100-fastest-growing-companies-list

Paycom Software, a leading provider of comprehensive, cloud-based human capital management software, today announced it ranks second on Fortune magazine’s 2017 100 Fastest-Growing Companies list of domestic and foreign publicly traded companies, based on their past three years’ growth in revenues, profits and stock returns.

aktien-mag.de/kommentare/...sonalmanagement-software/p-12218/

Von 2012 bis 2016 steigerte das Unternehmen seine jährlichen Umsätze um durchschnittlich fast 44 Prozent. Darüber hinaus konnte Paycom die Margen in den letzten fünf Jahren verdoppeln. Für 2017 wird ein Umsatzwachstum um 31 Prozent auf 432 Millionen USD erwartet, was das langfristige Unternehmensziel von rund 30 Prozent Umsatzwachstum pro Jahr leicht übertrifft. Am 02. Februar wird das Unternehmen die Zahlen des letzten Quartals 2017 verkünden. In den drei ersten Quartalen konnte es stets die eigenen als auch die Analystenschätzungen deutlich übertreffen, was der Aktie folglich auch Anfang Februar einen erneuten Schub geben könnte. Mit einer Performance von mehr als 75 Prozent in den letzten zwölf Monaten gehört Paycom zu den stärksten Aktien der USA, und könnte diesen Kurs auch in den nächsten Jahren definitiv fortsetzen.

seekingalpha.com/article/4137733-paycom-keeps-growing

Summary

Paycom has seen a 355% increase in price over the past three years.

Earnings expected to grow by 32.93% this year.

The company estimated there is a $20 billion market for their services.

Despite the surge in sales, the company has managed to maintain high net profit margins (15.4%).

sagenhafter Wert, beobachte ihn seit ca. 2 Jahren und schaue ständig dem Kurs hinterher. exzellentes Wachstum aber dafür halt auch niemals zum Sonderpreis zu haben, jetzt erst recht nicht. Mfg. und Glückwunsch an alle hier Investierten

Im Moment gibt es die Aktie mit kleinem Discount von ca. 25% auf das ATH im letzten September.

Der Discount ist damit (after hour) wohl Geschichte!  

sprechen die beiden über Paycom!

youtu.be/eurCP7v9yVc

financials.morningstar.com/ratios/r.html?t=PAYC

www.finanzen.net/schaetzungen/paycom_software

zündet vorbörslich den Turbo

Paycom ist mega profitabel und auch das Geschäft ist gut skallierbar. Gerade jetzt zu Corona-Zeiten in den USA sollte das Geschäft m.E. top laufen. Es dürfte wohl selten in der Geschichte mehr An- und Abmeldungen von Arbeitnehmern stattfinden als aktuell. Zumindest mit einem 5er bin ich zu 265 EUR rein. Zwar aktuell minimal im Minus. Leider sind gute Unternehmen meist auch nicht gerade günstig bewertet. Da halte ich es mit meinem Namensvetter: "lieber für ein gutes Unternehmen mehr bezahlen als ein schlechtes Unternehmen günstig erwerben." Langfristig auf jeden fall eine gute Anlage.

Paycom verdoppelt sich rein rechnerisch alle 20 Monate, das bedeutet auf 5 Jahre 1290 EUR und auf 10 Jahre 6060 EUR

Der aktuell verhältnismäßig zu USD starke EUR, war ein zusätzliches Argument.

sie werden nach der Anzahl der Mitarbeiter ihrer Kunden bezahlt, und höhere Arbeitslosigkeit bedeutet weniger Mitarbeiter für die man Paycoms Dienste bezahlen muss, oder habe ich das falsch verstanden ?

Am 24.09.2020 hat sich ein upmove gelöst, ab 28.09. ist er aus den fallenden Keil gesprungen, hat sich von der EMA50 entfernt. Also bis hierhin ein überzeugender Ausbruch, der Grund zur Annahme gibt, dass die Konsolidierung abgeschlossen ist.  

na, was habe ich gesagt? Hat wenige Stunden nach dem Post losgelegt und bis jetzt 32,2% auf dem Tacho.
An den entsprechenden TTWOR/ IZF gar nicht zu denken.

seit dem 14.10. liegt der Wert über dem ATH vom Februar. Die Aufwärtsbewegung verlangsamt sich etwas, aber trotz ATH hat es keine nennenswerten Verkäufe gegeben.

sieht stabil aus.

Schön, dass ich keinem Analysten getraut habe.
KGV 167, KUV über 30, kein Verschuldungsgrad.
Alle Kursziele erheblich übertroffen. Outperformed – aber kaum einer hat angepasst.
Wie geht’s es nun weiter?
Im Chart deutet sich ein mögliches Luftholen an, der Aufwärtstrend sieht weiterhin intakt aus.

Im Chart hat sich ein schöner Mittelfinger abgezeichnet. Nett, oder?

Der Wert ist wieder im Trendkanal, die Targets liegen nun über dem aktuellen Kurs, wir sehen aktuell Kaufkurse.
Aufgrund meines Alters habe ich schon ein paar Presidentenwechsel auf dem Tacho.
Eigentlich musste jedesmal die nachfolgende Demokratenadministration die Scherben des Vorgängers auflesen und die Wirtschaft ankurbeln.
Clinton musste zusätzlich noch an den Spätfolgen Reagans Protektionismus´ rumschrauben und erzielte hervorragenden Arbeitsmarktdaten.
Bidens Administration muss deutlich die Realwirtschaft ankurbeln, das wird sich gut auf Paycom auswirken.

Die US werden besser aus der Coronakrise rauskommen als die EU. Im Sommer sollte es in den US wieder normal laufen; die Pleiten kommen zwar noch, die die Öffnung der Geschäfte aber auch.

Die Targets der Analysten liegen median 28% und high 40% über dem aktuellen Kurs.
 

PC´s typische Chartpattern der historischen Konsophasen endete heute, ist zwar noch ganz zart das Signal aber so wie es aussieht will sich der Kurs daran halten.  

die Analysten gehen davon aus, dass der Wert wieder auf seinen Durchschnittswert bei 420 USD zurücklaufen will. Ausbruch ist bei 301 USD gestartet.

Bild vergessen

Q2 Zahlen. Kurs stieg vor allem heute deswegen so stark and da man die Schätzungen der Analysten deutlich schlagen konnte. Jetzt fehlt nicht mehr viel und man überwindet die 460 USD und hat ein neues Allzeithoch, wodurch es dann vielleicht auch wieder in neue Höhen gehen wird.

investors.paycom.com/press-releases/...ault.aspx#.YQsNXIgzYuV

Hat seit Mitte Bai 70% zugelegt und ist heute das erste mal wieder über den unteren Bollinger Rand gerutscht.

bei den Analysten schon von hold ins buy gewandet.
Ein Rutsch in die blaue Box ist trotzdem noch wahrscheinlich.  

Wird heute den vierten Handelstag in der blauen Box absolvieren. Beginnend mit der Kündigungswelle im November hat der Kurs nachgegeben.
Abweichend von der gängigen Analystenmeinung, die ja schon eine Weile auf kaufen steht, schätze ich, dass sich zwischen 260 und 309 USD ein gutes Band für lukrative Einstiege befindet.

Sie brauchen ein weiteres gutes Quartal, um die Investitionen für (Ab)werbungen aus dem cash flow stemmen zu können, der Bericht fällt in die erste Februarwoche. Davon ist durchaus abhängig, ob der Kurs wieder in den Kanal zurückkehrt oder erst mal konsolidiert.
Die grundsätzliche Geschichte halte ich für intakt.  

Der Kurs kommt jetzt in den Bereich, in dem sich zukünftig eine Einkaufszone bilden kann.
Heißt übersetzt: wird ggf. noch tiefer gehen, aber die Presignale sollten sich in der Box abspielen.
 

Paycom CEO breaks down payroll data the company sees amid wage growth and tight labor market

www.cnbc.com/video/2022/02/09/...-and-tight-labor-market.html

Kurs dippt aus dem Abwärtskanal. Indiz dafür, dass er die 260.-USD ansteuern will.

Lunte hat die U-Linie erreicht; unterhalb dieser Unterstützung öffnet sich ein Tor mit weiteren 35% downpotential.

Straffer Arbeitsmarkt

Aber eine stärkere Besetzung von Stellen kann man noch so richtig sehen.
Die Aktie könnte noch einen weiteren Abschwung dranhängen, dann ergäbe sich egal, wo denn nun der Boden läge, eine enorm weite Range bis zur 62er Kante.  

Erstmal ist die SKS nicht sauber ausgebildet und zweitens sieht der Arbeitsmarkt immer noch sehr straff aus.
Daher ist es nicht so wahrscheinlich, dass der Kurs das Muster spiegelt.
Unabhängig davon glaube ich, dass der Markt immer noch nicht hinreichend eingepreist hat, dass die Inflation und Zinsraten im wechselseitigen Kampf länger oben bleiben, dass es immer noch ein Comeback hoher Energiepreise geben kann und dass, wenn es wirklich so käme, sich das alles in der zweiten Jahreshälfte abspielte.
Für Paycom bedeutet das, dass wir durchaus noch einen Test des Tiefstands letzten Jahres und ggf. sogar ein Unterschreiten desselben einplanen sollten. Das wäre komplett gegen die Einschätzung aller coverage Analysten und der Prognose zunehmenden Gewinnes,
aber ein KGV von 40 oder höher ist mEn zu hoch.
 

www.forexlive.com/news/...ent-497k-vs-228k-expected-20230706/

unglaublich. Und das 2 year yield bei 5,023% die 10 Year bei 3,997% . Die Fed minutes dämpfen heute den Markt.
Und die Beschäftigungszahlen gehen hoch.
Higher for longer.

der Markt hat tagelang keine Puts gekauft, die Kosten für Absicherung waren viel zu weit unten.
Viele, die ohne Absicherung zum nächsten high surft wollten, werden heute nass.
Selbst Werte ohne düstere earnings werden abgeworfen.  
Köstlich, Paycom - 16,68%, mal sehen wie weit es noch geht.  

gestern brutal ins erstes Loch gefallen, sieht so aus, als käme der zweite gapclose auch noch in Frage.
Unterhalb des zweiten gaps wäre ein Nachkauf denkbar.