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2021-09-15 21:03:44 Suncor Energy $SU overview

Current price: $19.50
Target price: $23-25

Suncor Energy is one of Canada's largest integrated energy companies with operations in western Canada, the eastern coast of Canada, the United States and the North Sea.

The exploration and production portfolio includes bitumen, synthetic oil and conventional oil, which helps offset more costly oil sands production.

In 2020, the average production was 695 million barrels per day, and, according to the company, the proven and probable oil reserves are about 7.4 billion barrels.

Suncor's second quarter results show that the company had net income for the first six months of this year at $1.7 CAD billion.

The company has set itself ambitious targets to achieve zero carbon emissions by 2050 and has already begun offering renewable energy solutions such as wind power and natural gas.

The company aims at a 25% CAGR of its dividend yield. The yield is currently around 3%.

Not an investment recommendation. Open / Comment

2021-09-15 17:52:44 Speculative trade

Ticker: $BJRI
Entry point: up to $38
Target: $44 (+16.7%)
Stop: 2%

The risk is medium, the paper has small volumes, do not buy above $38

Not an investment recommendation. Open / Comment

2021-09-15 16:12:41 Good morning!
#investor_morning

$MSFT
Microsoft will increase its quarterly dividend by 11% and hold a $60 billion buyback.

$WFC
Wells Fargo postponed employee return to office November 1, 2021

Mexico may build semiconductor manufacturing facilities.

$AMZN $ROO
Amazon and Deliveroo offer free shipping to Prime subscribers.

China opens first nuclear waste to glass plant - SCMP.

$BA
Pandemic nullifies two-year growth in aircraft manufacturing - Boeing

$NKLA
Nikola plans to produce 100 trucks in Germany next year.

$LLY
Eli Lilly will supply 388,000 doses of ETESEVIMAB for the treatment of coronavirus in the US and raise $330 million from this.

$F $WMT
Ford, Walmart and Argo AI will launch an autonomous delivery service in three US cities: Miami, Austin and Washington. Ford vehicles equipped with the Argo AI self-driving system will be used to deliver orders from Walmart. Open / Comment

2021-09-14 22:30:40 One more perspective company for today - Natera, Inc. $NTRA

Current price: $119,5
Target: $132-135

Natera, Inc. - a diagnostic company providing services in the field of reproductive health and diagnostics of genetic diseases.

Natera's current diagnostic product offering includes ~ 10 different unique tests, most of which comes from the sale of Panorama and HCS tests.

Natera maintained strong revenue growth in 2020, reaching $391 million (+29% YoY) thanks to sales of Panorama and HCS tests, while management predicts revenues for 2021 to be ~ $562.5 million (+44% YoY).

Natera's testing volume in the non-invasive reproductive health segment has increased annually since 2013 - from approximately 88,000 tests to over 1 million in 2020.

The company is now targeting the $15 billion Minimum Residual Disease (MRD) cancer market. MRD testing detects very few cancer cells that remain in the body during or after treatment.

Not an investment recommendation. Open / Comment

2021-09-14 20:47:06 One more company that can rise +12% - $FMC

Current price: $97.8
Target price: $110

FMC Corporation is one of the world's leading agrochemical manufacturers specializing in the development and manufacture of plant protection, plant health and professional pest control products.

FMC is the world's fifth largest supplier of agricultural chemicals.

FMC's geographic and product diversity enhance operating model, and the company's impressive discovery and development capabilities provide significant revenue transparency over the next decade.

All three of the company's core R&D products (Isoflex, Fluindapyr and Tetflupyrolimet) offer attractive long-term economic benefits.

FMC's portfolio remains balanced: synthetic crop chemicals, biologics, precision farming and multiple venture capital investments.

Not an investment recommendation. Open / Comment

2021-09-14 19:15:17 Analog Devices, Inc. $ADI benefits from lack of semiconductors

Current price: $172
Target price: $179-183

Analog Devices, Inc. develops, manufactures, tests and markets integrated circuits (ICs), software and subsystems that use analog, mixed and digital signal processing technologies.

The company offers data conversion products that convert real analog signals to digital data and also convert digital data to analog signals; high performance amplifiers for analog signal processing; and RF and microwave ICs to support cellular infrastructure.

Analog Devices has been performing well in recent quarters thanks to strong demand for semiconductors.

The company's drive to increase production capacity has helped overcome supply chain constraints.

Analog expects its hardware revenue to grow by $5 billion by 2025, indicating that it has a lot of room to grow this vertical. Last year, the company's revenue was $860 million.

Analog can significantly increase its market share in the automotive and 5G chip industry through its $21 billion acquisition of competitor Maxim Integrated.

Not an investment recommendation. Open / Comment

2021-09-14 15:54:06 Good morning!
#investor_morning

$AAPL
Epic Games paid $ 6 million to Apple by court order - Epic CEO.

$KR
Kroger has partnered with Instacart to deliver groceries in 30 minutes.

$AMZN
Amazon has increased the average starting wage in the US to over $18 per hour.

$AMZN
Amazon plans to hire 125,000 employees to work in warehouses and delivery.

$LMT
The Pentagon and Lockheed Martin signed contracts to support the F-35. LMT has reduced the cost of flight hour by 44% over the past five years, with a projected decline of another 40% over the next five years.

$VLVLY
Volvo USA recalled 19,149 vehicles in the USA.

$PFE
UK Recommended Pfizer Booster Vaccines for People Over 50.

$KBR
KBR and Adarga team up to empower artificial intelligence for national security. Open / Comment

2021-09-13 23:15:06 $HEAR speculative SHORT

I opened a deal without a STOP with a goal of $28.5 for a few percent of the deposit, there is a risk!

I plan to close a deal with a profit of +5%.

I recommend that you always put STOPs, my actions are my risks

Not an investment recommendation. Open / Comment

2021-09-13 21:42:06 VICI Properties Inc. $VICI

Price: $29.98
Target price: $32-33

$VICI is a US-based, three-chain REIT with assets primarily concentrated in the gaming, hospitality and entertainment sectors. According to the latest 10-Q report, VICI owns 28 properties nationwide, with a total area of ​​63 million square feet.

These properties include some of the iconic names in the gaming sector such as Caesars Palace, Harrah's and the recently announced The Venetian. They also own and operate 4 golf courses.

$VICI operating margin of 87% over the next 12 months is in the 85-90% range for high quality, well-established net lease REITs.

VICI's unique approach to investment in a clean lease has led to significant long-term results.

Last month, $VICI Properties announced the acquisition of MGM Growth Properties, making it the largest publicly traded casino owner in the United States.

The deal is expected to diversify VICI's assets, lower the cost of capital, and possibly lead to inclusion in the S&P 500.

Not an investment recommendation. Open / Comment

2021-09-13 20:20:06 Cisco analysis: cybersecure shares

Cisco develops and markets networking equipment for telecommunications networks and large businesses.

Ecosystem for business and government
Having started its history with the production of routers, the company has grown into a full-fledged ecosystem of services. Today Cisco even has a Zoom analog. The main clients are corporations and government agencies.

Bet on high-margin products
Since 2017, the company's capital has been declining due to the fact that Cisco got rid of outdated lines of business.

High efficiency
Most players in the sector are forced to invest in development and price wars. Cisco's operating margin of 27.5 says the company doesn't need to spend a lot of money to manufacture its products.

Dividends: Cisco spends 50% of its bottom line on them.

The main disadvantage of Cisco is slow revenue growth and volatile net profit.

Conclusion: Cisco is ideal for conservative investors who still want to invest in high technology.

Not an investment recommendation. Open / Comment