Foren & Soziale Netzwerke zur PAYCOM Aktie

 

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PAYC has been a dumpster fire for years now. But things are looking interesting. We are about to hopefully break through yearly lows again and a huge level of support is waiting that previous yearly swing low. I Just like this chart. I can see it going much higher if we hold the box. My plan is to buy the box and wait. Even if we lose my level of support, I would expect a regain of it in the future. It is that important of a level. The level is from the monthly swing high that created the all time high. This is a major level and my secret fib pulls have always been super accurate. But as always.. Just because my levels are accurate, doesnt mean we will see trend reverse at these levels. So I am only going to invest what I am willing to lose completely. I am hoping this one gets to the box!

11/18/25 :: VROCKSTAR :: NYSE:PAYC Consolidating into others - We're in the season where the big $ is made. 2H of 4Q and 1H of 1Q. Weird stuff always seems to happen "now", if you've not already noticed. - I still like NYSE:PAYC so i'll leave it as a "buy" and do think it works in time - But realistically I'm looking to own the "best" of a particular sector and perhaps if I can't decide (as was the case w/ NVDA and TSM coming into the year), i'll own both - I think the recent NASDAQ:DLO results highlighted that this will be my "payments" or payment-adjacent+ (as is the case w/ PAYC) exposure name of most interest - It grows at 2.5x PAYC - PE is 15x 2025 (vs. 16x for PAYC) and what i'd consider (in the case of DLO) best in class mgmt (btw i think payc mgmt is actually A-tier too) - Then you add in DLO's one-of-one emerging market status and that 6 of the 7 mag7s work with them and they're growing w/ each account. ppl this past q "didn't like the take rate" - but honestly... it's going lower... get used

11/6/25 :: VROCKSTAR :: NYSE:PAYC Another one for the LEAP book - $9B business - solid high teens low 20s ROICs - growing HSD top line - trades like every other HCM business - guys we are 100% in a consumer/ business recession - so it's expected these things are trading as such - i'm not going to take the opposite POV - it will defn take more than a few rate cuts to correct this ship. usually what happens is the wheels fall off the magic school bus of hopium, things crash and the powers that wannabe step in to buy everyone's bags. that hasn't happened - so what i'm doing is collecting 5-10 names rn that are great LEAP spots - 2-1 and will collect premium as these things start to move one way or another - this is a solid name in the HCM space, perhaps the best one to watch - but alas, there are no great beta in a tide-go-whoa. - keep that head screwed on, cash heavy book still looks best - if u spot anything that makes sense LMK! - rn I like: 1/ networks 2/ growing minimally HSD, ideally teen++ 3/ solid RO

Paycom is at a major support level (200) Expecting a bounce. Entering January calls at 200.