🚀 Robin Rocket

2021-08-10 17:54:06 I enter 2 risky trades with a fairly large potential, I disclose my purchases

Tickers: $QS and $PLTR

I took both companies for a long term, but now I am considering them for a medium term (may be for speculative purposes).

According to the first, an uptrend is probably starting, many indicators confirm it.

Fundamentally, the company is much more interesting - it provides what will be a very important component in the future - solid-state lithium metal batteries for electric vehicles. Considering what Biden wants to see by 2030, the purchase of this company will not come in handy. This also includes such a company as - $BLNK, I keep it from $34, now the price is $36, which is also very interesting for the future

Targets: $26, $27.5, $30

According to the second - everything is a little more complicated here. The company is entering an uptrend zone, but near at hand is the report on August 12, which may negatively affect the quotes, but the target is medium-term, so it does not bother me as much as if I took a short distance.

Targets: $24.9, $26.2, $28.4

These companies have an increased risk, you cannot enter a large amount, keep this in mind.

Not an investment recommendation. Open / Comment

2021-08-10 16:39:06 JPMorgan has updated its list of top picks for August. Most of the outstanding shares are rated Buy, and three of them have short-term catalysts for growth.

Top ideas for August, according to JPMorgan:

Cenovus $CVE, an oil and gas company, released better-than-expected 2Q2021 financial results. Analysts note the high potential for generating free cash flow, which will significantly reduce the debt burden.
JPMorgan price target - $15, upside potential +50%

Fortive $FTV is an industrial technology conglomerate. Along with Cenovus, analysts highlight the prospect of free cash flow generation.
Target price from JPMorgan - $90, upside potential +21%

U.S. Bank $USB - The company's revenue is more tied to commission income from debit and credit card transactions than other banks. Along with an increase in consumer spending, U.S Bank's revenue is expected to flow.
Target price from Morgan Stanley - $62, upside potential +9%

State Street $STT - Investment bank will maintain high fee and commission income amid low Fed rate. The high activity and liquidity of the financial markets will have a positive effect on the bank's profits.
Target price from Morgan Stanley - $117, upside potential +27%

Dell Technologies $DELL is one of the largest manufacturers of computers and components for them.
Target price - $118, upside potential +20%

Alaska Air Group $ALK is an air carrier focused on the domestic market.
Target price from Raymond James - $78, upside potential +37%

Target $TGT is a chain of retail stores that is the sixth largest retailer in the United States.
Target price from Keybanc - $280, upside potential +7%

Danaher $DHR is a company that develops, manufactures and markets medical, industrial and commercial products and services.
Target price from Barclays - $335, upside potential +9%

Walt Disney $DIS is one of the largest media conglomerates in the entertainment industry in the world.
Target price from JPMorgan - $220, upside potential +25%

Raytheon Technologies $RTX is one of the world's largest providers of aerospace, intelligence and defense services.
Target price from Argus Research - $100, upside potential +15%

Not an investment recommendation. Open / Comment

2021-08-10 15:45:07 Good morning!
#investor_morning

$BTC rallies above $46,000 (new 3-month high)

$AMZN Supreme Court of India ruled to authorize antitrust investigation against Amazon and Flipkart

$VNE Veoneer announced plans to start talks with Qualcomm $QCOM after the chipmaker made a $4.6 billion takeover bid.

$ELAN Elanco says received subpoena from SEC regarding sales practices

$FDX Fedex orders 120 Xos trucks $NGAC with delivery in 2021 and 2022

$UBER Uber announced $1.5B senior notes placement

$GE GE Healthcare announced a strategic partnership with Amazon Web Services, or AWS $AMZN, to provide hospitals and healthcare providers with AI and cloud imaging solutions, integrated data, and clinical and operational data.

$AAPL Apple is in talks with Korean EV component makers for their Apple Car project

$AMZN Amazon prepares Future Group buyout plan

$JNJ, $PFE, $MRNA - FDA expects COVID revaccination strategy to be introduced early next month

Reports today:
- Coinbase Global ($COIN)
- Sysco ($SYY)
- Unity Software ($U)
- Bentley ($BSY)
- Exela Tech ($XELA)
- McAfee ($MCFE)
- Doximity ($DOCS)
- Coca-Cola Bottling ($COKE)
- Paymentus ($PAY) Open / Comment

2021-08-09 21:03:06 I bought US Bancorp $USB shares at $ 56.67 for 2% of the portfolio.
U.S Bancorp is the fifth largest commercial bank in the United States. The bank has the largest share of revenue from card commissions among its competitors, which positions it well for the recovery of consumer spending. Another strong selling point is the acquiring exposure in the travel segments (airlines and hospitality). In general, the bank can show outstripping dynamics in the mid-term decline in the pandemic issue. Open / Comment

2021-08-09 20:16:06 My forecast for $VOWG_p.

WASHINGTON (Reuters) - President Joe Biden took a step toward his goal of slashing greenhouse gas emissions on Thursday with an executive order aimed at making half of all new vehicles sold in 2030 electric, a move made with backing from the biggest U.S. automakers. And one of the stakeholders is Volkswagen.

Not an investment recommendation. Open / Comment

2021-08-09 19:14:06 $SRPT

Sarepta engineer precision genetic medicine for rare diseases that devastate lives and cut futures short. They hold leadership positions in Duchenne muscular dystrophy (DMD) and limb-girdle muscular dystrophies (LGMDs), and currently have more than 40 programs in various stages of development. Their vast pipeline is driven by multi-platform Precision Genetic Medicine Engine in gene therapy, RNA and gene editing.

I added $SRPT to portfolio, medium term, 3% of the deposit.
stop 76.48 $ = -3%
no take yet

Not an invest recommendation. Open / Comment

2021-08-09 17:51:06 #market_overview

Electric Vehicle Sector: Another active week awaits, analysts and investors are studying the implications of President Biden's decree, which set the goal that by 2030, half of all cars sold in the United States are zero-emission vehicles. The focus will be on promotions such as General Motors $GM, Ford $F and Volkswagen $VOW. Electric Mile Solutions $ELMS and Hyzon Motors $HYZN are two stocks in the zero-emission car segment that are gaining traction with investors.

Space Sector: Northrop Grumman $NOC prepares to launch a cargo ship to the International Space Station. In South Texas, SpaceX $SPACE has installed the Starship spacecraft on a prototype of its super-heavy launch vehicle, which is itself loaded with 29 Raptor rocket engines. This spaceship is the tallest assembled rocket ever made in history. Meanwhile, Boeing $BA's Starliner will be looking to return to the launch site after troubleshooting the valves. Traders will also be watching Astra Space $ASTR after the company's shares soared more than 20% when the date of the company's first commercial orbital launch in conjunction with the US Space Force was announced.

Corporate Events: ARK Invest will host a monthly webinar on August 10th. Katie Wood and her team recently acquired shares in Robinhood Markets $HOOD, Zymergen $ZY and Pinterest $PINS, while cutting positions in China's JD.Com $JD and Tencent Holding. The firm is also bullish on online sports betting stocks and DraftKings $DKNG. Aug 11 - Ford $F Director of Product Platform and Operations will speak with JPMorgan analysts to discuss key elements of "Ford +"'s growth plan.

Barron’s will allocate shares of the following companies for purchase:

Infrastructure sector:
Atlas $ATCX
Jacobs Engineering Group $J
Montrose Environmental Group $MEG
Parsons $PSN
Tetra Tech $TTEK

Consumer sector:
Spectrum Brands Holdings $SPB

Oil sector:
Royal Dutch Shell $RDS.A

Shares that Barron’s analysts say should rise amid economic recovery as the pandemic ends:
Ross Stores $ROST
Hudson Pacific Properties $HPP
Cisco Systems #CSCO
Microsoft #MSFT
WW International #WW
Starbucks #SBUX
Ruth's Hospitality Group #RUTH
Boston Properties #BXP

Historically, August is considered a weak month for the stock market. However, the first week of the month the American market was moderately positive, and the S&P 500 index has been demonstrating growth for 6 months in a row. The key report on the labor market, which came out last week, signaled an improvement in the situation on the labor market. Contrary to the recent trend “the worse is the better”, the markets reacted to the positive data with growth. The focus of investors this week will be on US inflation data, which, along with the latest unemployment report, will be able to give market participants an understanding of how the economy continues to recover. Open / Comment

2021-08-09 16:13:06 #macro

Important events of the coming week:

Investors are awaiting the release of the consumer price index and producer prices, which will help shed light on the current inflation situation. A bipartisan infrastructure bill is nearing Senate approval.

Macroeconomic data:

August 9:
• Number of open vacancies in the JOLTS labor market (June)

August 11:
• Core Consumer Price Index (CPI) (MoM) (July)
• Crude oil reserves

August 12:
• OPEC Monthly Report
• Producer Price Index (PPI) (MoM) (July)
• Number of initial applications for unemployment benefits

August 13:
• Number of active rigs from Baker Hughes Open / Comment

2021-08-09 15:45:09 Good morning!
The main news of the past weekend in the #investor_morning

The owner of TikTok can hold an IPO in Hong Kong already at the end of 2021.

After a long collapse, Bitcoin returned to growth and on Sunday rose above $45,000.

$AZN AstraZeneca may stop releasing vaccines after pandemic.

$DUOL US company Duolingo's app has been removed from some app stores in China, indicating that the government's anti-business education measures are going beyond its own companies.

$TCEHY $TAL Chinese education firms are stopping most classes with foreign teachers.

$NKLA Accused Nikola founder Trevor Milton sold $77 million in shares.

$SPCE Richard Branson's Virgin Atlantic Airways to list on London Stock Exchange.

$AAPL Apple grants patent for new folding system for Macbook and iPad.

$GOOG $GOOGL The desktop version of Chrome 93 is testing the ability to automatically read codes in SMS on an Android smartphone.

$VNE Veoneer Inc said Sunday it would begin negotiations with Qualcomm Inc's ($QCOM) microchips after its bid to the Swedish auto parts maker last week exceeded rival bidding Magna International Inc.

$TSLA Tesla Cybertruck Deliveries Delayed Until 2022.

Reports today:
BioNTech ($BNTX)
Trade Desk ($TTD)
Barrick Gold ($GOLD)
Tyson Foods ($TSN)
DISH Network ($DISH)
AMC Entertainment ($AMC)
Digital Turbine ($APPS)
Berkshire Hathaway ($BRK)
Purple Innovation ($PRPL)
Viatris ($VTRS)
Workhorse Grp ($WKHS) Open / Comment