🚀 Robin Rocket

2021-08-30 15:45:10 Good morning!
#investor_morning
The main news of the weekend:

$AMZN Amazon Inc. announced that it is partnering with Affirm $AFRM to offer its customers the first purchase now and pay later for online purchases.

Electric truck company Rivian has filed an IPO and is seeking a valuation of approximately $80 billion.

China is developing rules to prohibit Internet companies whose data presents a potential security threat from listing outside the country, including in the United States.

SenseTime, China's largest artificial intelligence company, will IPO in Hong Kong.

$PFE Those who get covid with early variants are less likely to get the delta variant than those vaccinated with Pfizer.

$DIS Disney-owned ESPN to partner with bookmakers.

$MSFT Microsoft will not prevent manual installation of Windows 11 on unsupported computers.

$UBER Uber Technologies Inc. suffers from UK driver churn to other applications, resulting in increased wait times and customer frustration.

Reporting Today:
- Li Auto Inc ($LI)
- Catalent, Inc. ($CTLT)
- Cloudera, Inc. ($CLDR)
- Zoom Video ($ZM)
- Nordson Corp ($NDSN)
- VEON ($VEON) Open / Comment

2021-08-27 20:38:06 Who will benefit from global warming? List of shares

A recent UN climate change report on global warming and climate change, dubbed a “red code for humanity,” could catalyze business growth to reduce carbon and greenhouse gas emissions.

Credit Suisse has singled out companies involved in decarbonisation and energy efficiency.

Buildings account for nearly 40% of all greenhouse gas emissions, so making them greener is critical to reducing emissions. Companies that improve the energy efficiency of buildings:

Schneider Electric $SE
Target price from Berenberg - €165, upside potential +9%

Emerson Electric $EMR
Target price from Deutsche Bank - $111, upside potential +7%

Johnson Controls $JCI
Target price from Morgan Stanley - $85, upside potential +14%

MasTec $MTZ
Target price from Cowen & Co. - $120, growth potential +31%

ICE vehicles are one of the main causes of air pollution and temperature rise. The infrastructure bill suggests that by 2030, about 50% of all cars sold should be electric. Companies with exposure to the electric vehicle market:

Analog Devices $ADI
Target price from Truist Securities - $190, upside potential +14%

Aptiv $APTV
Target price from Morgan Stanley - $210, upside potential +37%

Cummins $CMI
Target price from Morgan Stanley - $264, upside potential +11%

Not an investment recommendation. Open / Comment

2021-08-27 18:57:06 WHAT TO BUY? 3 STOCKS WITH THE PERFECT ENTRANCE POINT

$SHOP - Shopify Inc interrupts a series of falls and prepares to conquer new peaks; shares managed to bounce off the 50-day moving average and go up. The main driver was a partnership with TikTok, which launched a test version of Shopifu purchases in its application. That is, now a full-fledged marketplace will appear on the social network, which will significantly simplify the shopping process and increase the income of both companies.

$PANW - Palo Alto Networks. "Russian hackers" dispersed the shares by as much as 19% in a day: the whole reason was the phenomenal financial results of the company, which works in the field of cybersecurity. The crime rate in this industry is growing, and here Crowdstrike Holdings Inc, Fortinet Inc, Tenable Holdings Inc, and others can be excellent investments. It is quite risky to buy Palo Alto shares now - after such a gap - but they are definitely have prospects for medium and long-term investments.

$ABNB - Airbnb. The company's shares soared 10%: it looks like the prolonged downtrend, which drove investors into depression, is ending with a nice takeoff from the 50-day moving average. Stocks are giving strong signals and targeting $180- $210 (+10-20%). Also attractive are the shares of the tourism industry - Marriott International, Southwest Airlines against the background of the weakening of the delta variant.

Not an investment recommendation! Open / Comment

2021-08-27 16:28:06 THREE REASONS WHY IT IS BETTER TO BE CAREFUL TODAY IN THE STOCK MARKET

Jackson Hole Symposium, which can provide signals about the reduction of the bond buyback program.

Recognition of the short-term nature of inflation may cause a strong pullback in the stock market, a fall in gold and a weakening of the ruble.

Expiration of monthly US stock options. This can lead to increased market volatility and unpredictable price spikes.

Low liquid market due to the holiday season. During such periods, important events have an even greater impact on the markets. Open / Comment

2021-08-27 15:45:11 Good morning!
#investor_morning

$TSM TSMC plans to raise prices of its advanced chips by 10% and by 20% for less advanced ones.

$GOOGL Google plans to invest over $10 billion over 5 years to strengthen cybersecurity, and has pledged to train 100,000 Americans in technical areas such as IT support and data analysis.

$OPA Forbes goes public thanks to merger with Magnum Opus.

$F US regulators says Ford is recalling certain 2021 Ford F-150 cars due to front seat belt issues.

$MRNA: EMA investigates incident of contaminated Covid Moderna vaccines seized in Japan to evaluate whether this will affect EU shipments.

$GPS Gap said it has acquired Drapr, an e-commerce startup and online app based on technology that allows customers to create 3D avatars and virtually try on clothes.

$JD JD.com is in talks to acquire a majority stake in China Logistics Property, which operates a warehouse.

$AAPL Apple announced the News Partner Program, a new set of initiatives to expand Apple's work with journalism and support it.

Reporting Today:
- Big Lots ($BIG)
- Hibbett Sports ($HIBB)
- Air China ADR ($AIRYY) Open / Comment

2021-08-26 23:24:06 Barrick Gold - Storm Protection

Uncertainty in the markets about the future prospects for the global economic recovery due to the next wave of COVID-19 disease contributes to an increase in demand for defensive assets, including gold. This trend could have a positive impact on gold mining companies.

Barrick Gold $GOLD is an international mining company that manages gold mining and development projects in the USA, Canada, South America, Australia and Africa.
Target price from Argus Research - $26, upside potential +31%

Company advantages:

• Strong financial performance.
• Stable payment of dividends.
• Uncertainty in the stock market is becoming a catalyst for the rise in gold prices.

Fundamental indicators:
• Market Cap: $34.12 billion
• fwd P/E = 15.59x
• fwd P/E sectors = 13.72x
• PEG = 7.8x

Not an investment recommendation. Open / Comment

2021-08-26 22:49:59 Today I sold part of the position in Weibo Corporation $WB and fix profit +10.3%.

I am sharing with you the details of a successful deal. Not an investment recommendation. Open / Comment

2021-08-26 19:53:06 $ARNC Arconic Corp is engaged in manufacturing of aluminum sheet, plate, extrusions, and architectural products, serving the ground transportation, aerospace, building and construction, industrial, and packaging end-markets. The firm's operating segments include Rolled Products, Extrusions, and Building and Construction Systems (BCS). It generates a majority of its revenue from the Rolled Products segment.

$ARNC - added 2% of deposit to portfolio.

stop -3.5%
no take yet

Not an investment recommendation. Open / Comment

2021-08-26 18:13:06 Watching $RRGB. To my mind, it looks interesting, and even insiders are buying

I start gaining a position in the medium and long term. I think that within the next year it is possible to raise at least +30%.

Not a recommendation! Open / Comment

2021-08-26 15:45:13 Good morning everyone!
#investor_morning

$GOOG Waymo, a subsidiary of Google, begins a limited rollout of a robotic taxi with an autopilot system.

$AAPL $GOOGL The South Korean parliamentary committee has recommended the adoption of amendments to the law, which are a key step towards prohibiting Google and Apple from forcing commissions on in-app purchases from software developers.

$HPE Hewlett Packard Enterprise will build Polaris supercomputer for US Department of Energy's Argonne National Laboratory.

$MCHP Microchip Technology announces 2-to-1 share split.

$PFE $BNTX Pfizer, Biontech begins FDA booster applications.

$T AT&T has signed an agreement with the US Department of State (DOS) to provide turnkey telecommunications solutions and support 270+ diplomatic posts and DOS operational sites worldwide.

$FB Facebook is considering developing products and features for NFT.

$WMT Walmart Connect Launches New Walmart DSP Platform.

$JNJ Ovarian cancer victims ask court to block JNJ's Texas two-phase bankruptcy plan.

$MELI Mercado Libre announced the acquisition of Kangu, a Brazilian logistics company with operations in Brazil, Colombia and Mexico.

Reporting Today:
- Dell Tech ($DELL)
- Workday ($WDAY)
- HP Inc ($HPQ)
- Xpeng ($XPEV)
- Peloton Interactive ($PTON)
- GameStop Corp ($GME)
- Hello Group ($MOMO) Open / Comment