🚀 Robin Rocket

2021-09-03 20:23:06 $SFT Shift Technologies, Inc.

Current price: $7.98
Target price: $11-12

Shift is a comprehensive car e-commerce platform that allows users to buy and sell cars online from the comfort of their home. In addition, Shift offers additional services such as financing, insurance, vehicle maintenance contracts, etc.

The used car market is growing rapidly due to deferred consumer demand and supply chain problems for car manufacturers.

In the US, the used car market is estimated at $ 840 billion. The penetration rate of e-commerce in this market is less than 2%. Shift is well positioned to capitalize on the inevitable growth of e-commerce in the used car retail market.

Shift focuses on older and cheaper vehicles, so they are easier to sell.

Over the next decade, Shift aims to deliver rapid revenue growth (roughly 200% YoY growth expected in 2021) coupled with increased margins through economies of scale and the addition of highly profitable services.

Not an investment recommendation. Open / Comment

2021-09-03 18:58:06 $ANIP ANI Pharmaceuticals is an undervalued company

Enter: by market

Take-profit: 10-15% in medium term, 45-60% in long term

Stop: no stop

Not an investment recommendation. Open / Comment

2021-09-03 17:23:06 Morgan Stanley raises target price for Activision Blizzard

Despite recent lawsuits, Morgan Stanley analysts are raising forecasts for PC game developer Activision Blizzard.

Activision Blizzard $ATVI is one of the world's leading publishers and developers of computer video games.
Target price from Morgan Stanley - $120, upside potential +47%

Abstracts enjoy the growth of the company:

• Growth of monetization of in-game content. Analysts predict an increase in the number of users.

• Diversified portfolio of video games. The company develops games of various genres for all ages. Analysts believe that this factor is becoming a key factor in the forecasts for the reporting of Activision Blizzard.

Fundamental indicators:

• Market capitalization = $63.61 billion
• fwd P/E = 18.5x
• front P/E sector = 24x
• PEG = 1.75x

My view: All of these factors provide sufficient confidence for a long-term position in Activision Blizzard shares.

Not an investment recommendation. Open / Comment

2021-09-03 15:45:07 Good morning!
#investor_morning

$BP BP has not yet found serious damage to its facilities in the Gulf of Mexico after Hurricane Ida.

Biden instructs the US Department of Energy to use all tools, including oil reserves, to maintain gas flow.

In the Gulf of Mexico, oil production stopped by 94%, gas production - by 91%.

US works to ease gas price pressure - Biden.

$VZ Verizon raised its quarterly dividend by $ 0.0125 to $ 0.64.

Turkish company Botas increased gas prices for industrial use and power generation by 15%.

$WMT Walmart will increase salaries of more than 565,000 employees by at least $1 per hour starting September 25.

US not considering easing Taliban sanctions - White House.

$AMZN Amazon will create a team that will remove content on the cloud service that violates its policy.

$TWTR Twitter launched Super Follows Weds, which allows accounts to charge followers for accessing content. Open / Comment

2021-09-02 23:21:06 Great entry at the very bottom and earning +23.67%, it's time to close profitable position

Earlier last month I entered the $SPOT speculative trade and now it's time to fix profit.

I advise each of you to turn on your notifications so you don't miss new posts, or you'll regret it

Not an investment recommendation. Open / Comment

2021-09-02 21:51:06 ViacomCBS Inc. highlights

ViacomCBS Inc. $VIAC

Price: $41.28
Target: $52-55

ViacomCBS is the amalgamation of CBS and Viacom to create a worldwide media conglomerate. CBS's television assets include the CBS television network, 28 local television stations and 50% of CW, a joint venture between CBS and Time Warner.

Viacom owns several leading cable network properties including Nickelodeon, MTV, BET, Comedy Central, VH1, CMT, and Paramount.

ViacomCBS continues to be one of the most effective media companies on the market today.

In the last reporting period, total revenue of $6.56 billion increased by 7.9% YoY, which is $50 million higher than the forecast.

The company has made significant strides in deploying multiple streaming services over the past few years.

The company owns well-known brands such as Showtime, which saw a record quarter of registrations and streaming in the first quarter.

Not an investment recommendation. Open / Comment

2021-09-02 18:01:06 Victoria's Secret&Co. $VSCO

Current price: $66.7
Target price: $72-74

In case one does not know, Victoria's Secret&Co is a specialized seller of lingerie, pajamas and beauty products with fragrances and body care products under the Victoria's Secret and PINK brands. The company also offers clothing for sports, indoor clothing and swimwear and accessories.

The company serves customers in its lingerie and cosmetics stores around the world and online, allowing them to shop for the brand anywhere, anytime.

Victoria's Secret posted a solid second quarter after splitting from its former parent company, L Brands.

FY22 and 23 profit consensus is $7.62 and $8.28.

JP Morgan analysts set a target price of $100 per share by the end of 2022.

Separating from L Brands and its associations with Les Wexner, Jeffrey Epstein and other anxious figures, Victoria's Secret has begun to avoid the scandal aura that previously burdened her reputation.

Not an investment recommendation. Open / Comment

2021-09-02 16:10:06 Let's start our day with a breakdown of a company like Nike, which is the world leader in sportswear, it is known to every inhabitant of the planet.

Bet on direct sales
At the moment, the company sells only 30% of its products directly to the consumer. However, one of the key points of Nike's development strategy is to increase this share.

Development of online sales
During the quarantine, Nike was able to successfully and quickly develop its online sales network. Therefore, Nike shares are up 75% over the year.

At the same time, it is worth noting a number of serious risks:

Slow business growth
In the period from 2016 to 2019, the company added an average of 7% in revenue per year, which does not allow it to be classified as a growth company.

Revaluation by multipliers
Nike is worth almost 48 P/E today.

Funny dividends
In recent years, the dividend yield has hovered around 1% per annum.

The company looks overvalued.
On the one hand, a large P/E ratio. On the other hand, slow business growth and small dividends.

Not an investment recommendation. Open / Comment

2021-09-01 23:12:06 AT&T is a provider of telecommunications, media and technology services globally.

$T is the strongest long-term, and most importantly, incredibly undervalued company.

Add to portfolio, target: 30%

Not an investment recommendation. Open / Comment

2021-09-01 21:12:06 Unisys Corporation $UIS overview

Current price: $24.08
Target: $29-30

Unisys Corp is engaged in the provision of outsourcing solutions in the field of information technology and technology products.

The company creates security-focused solutions for clients in the government, financial and commercial markets.

The company operates in segments such as digital workplace services, cloud and infrastructure, ClearPath Forward and others.

Unisys won a 4-year contract to support a range of services for the EU with a maximum value of $216 million.

Unisys announced the availability of software that, for the first time, will allow airlines to track the status and location of each piece of cargo along the way.

Unisys has built advanced automatic speech recognition technology on its InteliServe voice channel.

Not an investment recommendation. Open / Comment