🚀 Robin Rocket

2021-09-22 20:55:51 One more paper, which is not scary to take into the portfolio, because the company, founded in 1966, has grown 20 times!!! Over 10 years from $24 in 2011 to the current cost of $467

Tyler Technologies, Inc. $TYL

Current price: $467
Target price: $500

Tyler Technologies, Inc. is a provider of comprehensive information management solutions and services for the public sector. It develops and markets a wide range of software solutions and services to meet the information technology needs of cities, counties, schools and local governments.

Also provides professional IT services including software and hardware installation, data conversion, training, product modification, service and support.

Tyler Technologies is a leader in data processing and payments for the public sector.

The company is growing through acquisitions as part of their five-year plan. The recent acquisition of NIC takes Tyler to the next level.

The company has demonstrated organic growth on its platform of 8% per year.

Not an investment recommendation. Open / Comment

2021-09-22 18:57:06 It's time for Americans to buy power generators

Abnormal weather in the United States has left residents of some states without electricity more than once this year. Power outages could push Americans to install back-up energy sources. Consider the prospects for the largest manufacturer of power generators in the current environment.

Generac $GNRC is an international supplier of primary and backup power supplies.
Target price from Credit Suisse - $523, upside potential +23%

Theses in favor of the company's growth:

• Penetration of the company into the renewable energy industry. Recently, Generac, in addition to gas generators, has also been involved in the production of environmentally friendly solar powered generators.

• Generac has consistently outperformed Wall Street analysts' forecasts on key metrics since 2017. The latest published financials for the 2nd quarter of 2021 record a 70% increase in earnings per share compared to last year.

Fundamental indicators:

• Market cap: $26.6 billion
• fwd P / E = 43.07x
• fwd P / E sectors = 19.4x
• PEG = 6.63x

Not investment recommendation. Open / Comment

2021-09-22 17:04:06 Cenovus Energy Inc, $CVE

Current price: $8.45
Target price: $10

Cenovus Energy Inc. together with its subsidiaries, develops, produces and markets crude oil, liquefied natural gas and natural gas in Canada, the United States and the Asia-Pacific region. The company operates in the Oil Sands, Conventional Products, Refining and Marketing segments.

Cenovus Energy recently announced over C $1 billion in free cash flow. This amount will grow as the synergies from the merger are realized and operations are streamlined in the combined company.

Cenovus' debt to EBITDA ratio is C $13.5 billion. This is not much compared to other Canadian energy companies.

The recent merger with Husky should provide reasonable profitability in a wide range of future industry scenarios with the addition of refining capacity.

Not an investment recommendation. Open / Comment

2021-09-22 15:56:06 Good morning!
#investor_morning

$GOOGL
Google is going to buy the St. John's business center in Manhattan in New York for $2.1 billion.

The Fed will prepare investors today to cut bond purchases. But the markets' main focus will be on the Fed's outlook on interest rates and inflation.

By 2030, food spending in Asia will double to exceed $8 trillion - report by PwC, Rabobank and Temasek.

Evergrande will pay coupon yield on national bonds (not Eurobonds) on September 23 - company statement.

$NFLX
Netflix bought Road Dahl Story, a global entertainment business that manages the rights to Roald Dahl's characters and stories and uses them in publishing, television, film, theater, production and more. Roald Dahl is the author of such works as Charlie and the Chocolate Factory, Matilda, The Big and Kind Giant, etc.

$AMZN
Next year, Amazon plans to open its own department stores, which will focus on its own brands and third-party stores that are sold on Amazon's website.

Reporting today:
- BlackBerry ($BB)
- KB Home ($KBH) Open / Comment

2021-09-21 22:42:09 This company has a growth potential of 64%, in the future it will show at least 100% profit

Ticker - $TMUS

Current price: $125.78
Target price: $185 (medium term) and $230 (long term)

This company is the third largest telecom operator in the United States. In fact - a daughter of a large German company Deutsche Telekom.

For its price of $156 billion, it has a good fundamentals and surprisingly steadily growing revenue.

Of the last 15 reports, one is below expectations, the rest far exceeds them. According to my observations, expectations remain at the same level by the next quarter and the report is likely to be much better again, which may cause a positive.

Also, there is great potential with 5G in the long term.

Now the company has been thrown off a little, but you can gain medium / long-term positions from current prices and leave it for the possibility of additional purchase at a price of $115.

Not an investment recommendation. Open / Comment

2021-09-21 20:56:06 Roku Inc., $ROKU

Current price: $323.07
Target price: $400

Roku Inc. is an American public company headquartered in San Jose, California, one of the leading video streaming platforms in the United States, producing set-top boxes and TVs with its Roku OS operating system.

The company's superior proprietary data advantage, combined with high-performance programmatic advertising technology, is likely to further increase market share.

Over the long term, Roku has a strong trend towards streaming for consumers, content providers and advertisers, which will drive up stock prices.

Thesises in favor of compony's growth:

The company has four main areas of monitoring: content distribution, advertising, The Roku Channel and International.

The power of the platform helped Roku earn $1.2 billion in the first six months of 2021, up 80% over the same period in 2020.

Not an investment recommendation. Open / Comment

2021-09-21 18:35:13 $ABNB

It's time to fix profit! Forecast was -> here

Not an investment recommendation. Open / Comment

2021-09-21 17:32:21 Another paper that can bring you almost 40% profit

Taboola.com, Ltd., $TBLA

Current price: $8.60
Target price: $12

Taboola.com, Ltd., together with its subsidiaries, operates on an artificial intelligence-based algorithmic engine platform.

It offers Taboola, a platform that collaborates with websites, devices and mobile applications collectively referred to as digital assets. Recommends editorial content and advertisements on the open web; digital assets use the Taboola recommendation platform to achieve their business goals.

Taboola started by providing a recommendation system for websites only. Since then, it has expanded to extend the recommendation engine to e-commerce websites, mobile apps, and games.

Taboola differs from a typical ad platform in that they promote content rather than direct sales pages.

Advertisers pay Taboola to place ads, some of that revenue goes to publishers, and Taboola keeps the rest.

In 2021, Taboola intends to spend $100 million on research and development.

Not an investment recommendation. Open / Comment

2021-09-21 16:14:05 Good morning!
#investor_morning

$GM
General Motors will begin battery replacement in recalled Chevrolet Bolt next month.

$RDS $COP
Shell will sell assets in the Permian Basin to ConocoPhillips for $9.5 billion.

$RDS
BECAUSE OF HURRICANE IDA SHELL WILL REDUCE PRODUCTION BY THE END OF THE YEAR. Three weeks after the hurricane, about 40% of Shell's offshore production is still unavailable.

The rise in natural gas prices is not a crisis, but a lack of investment in the industry and a shortage of supplies - Minister of Energy of Qatar.

$AAPL $BIIB
Apple to develop technology to detect depression using iPhone.

To do this, the company will analyze the typing and face recognition metrics. Apple's research partners include Biogen and Duke.

$AMZN
Amazon and Lendistry launch a pilot lending program for Amazon customers.

$JNJ
Booster dose of Johnson&Johnson Covid-19 vaccine in Phase 3 studies showed 100% efficacy against serious illness when the vaccine was administered 2 months after the first vaccination.

$UBER $DIDI
Uber is no longer going to buy stakes in Didi - Uber CEO

Reporting today:
- AutoZone $AZO
- Adobe $ADBE
- FedEx $FDX Open / Comment

2021-09-20 23:56:06 Today I closed position in $SRPT and fixed +8% profit

Market become instable, it's time to fix profit!

Link to the forecast -> press Open / Comment