Upgraded: 1.6.22 - - - - - - - Microsoft price target raised to $400 from $375 at Jefferies Jefferies analyst Brent Thill raised the firm's price target on Microsoft to $400from $375 and keeps a Buy rating on the shares. Despite a "massive 39% outperformance" versus the iShares Expanded Tech-Software Sector ETF in 2021 from Microsoft he continues to see the potential in the stock as valuation provides downside protection, Thill said. However, he notes that revenue deceleration is likely after "phenomenal" 22% year-over-year growth in fiscal Q1 of FY22. $Microsoft(MSFT)$
I'm back to annoy Chad. It's time to load up on cannabis stocks (or ETFs). They are at or near the bottom and ready to take off. I am really not a basher or a shill. I just believe in rational markets and sound investment strategies. The Gap's market cap is around half of GME's and it isn't at risk of having its primary profit center eliminated in the next 2-3 years. GME is trading with a tech. company's valuation and hasn't remotely proven it can be a tech. company. I'm open to opposing hypothesis that aren't "I just like the stock." Otherwise, it makes sense to sell an overvalued holding (GME) for an undervalued play (anything cannabis). $GameStop(GME)$
The most important issue for the world is the Omicron virus that is interrupting everything from the economy to health issues. PFE is the most important company to deal with this issue since not only does it has a vaccine but an effective pill to fight this issue. Look at PFE revenue for the next few quarters and also the next few years. It's unbelievable. Why do people sit back and don't pay attention to the trajectory of PFE price? I'm all PFE since the world depends on this single company.$Pfizer(PFE)$
BBBY has such a bright future and is priced at such a bargain-basement price. It also has a large short interest which will turn into long purchases. Losing 0.25 cents after the stock already having have fallen so far is immaterial. Now they can concentrate on the future and the Kroger deal as well! I am feeling so good about this stock right now. I am not sure why it did not hold over $16 but the day is young.$Bed Bath & Beyond(BBBY)$
GM: Rev: $130 Bill -- Profit: $10 Bill -- Market cap: $90 Bill RIVN: Rev: $0 -- Loss $1.60 Bill -- Market cap: $75 Bill --------------------------------------------------------------- Sanity always wins in the end. Not new metrics were invented to overvalue companies.$Rivian Automotive, Inc.(RIVN)$$General Motors(GM)$
Most of us have been here before. After the spike to the 20s, it was a volatile battle 5 to 8.01, then from 9 to 12, then spiked up to the 70s, now been a battle between the 30s and 40s. Use history as a guide. All the ingredients are in place for this to spike to a new high level. My guess in the 200s. All we have to do is hold and increase your position if you can buy in the Lit exchange. AMC is the $hood $AMC Entertainment(AMC)$
Sold every share yesterday. With 60% of the float becoming available in just over a week, I was really hoping these guys would come out with their numbers before that. No way I'm going to hold on to these shares when 60% of the float comes out of lock-up, look what happened the last lockup they had, was only 10% of the float came up. I'm losing a lot of faith in LCID, they just don't keep their investors updated and that's wrong.$Lucid Group Inc(LCID)$
What do we expect with Lucid? There are only two choices we have 1. Above $40/s and 2. below $36/s. At this moment Peter R. is shy to release the delivery and total number cars produce at the end of the year. Many rumors are flying around that they did deliver the 520 to 577 cars as promised. But we do not have proof. In my case I am bullish and long, so I have no problem with it. Thank you and Peace and cheers!. $Lucid Group Inc(LCID)$
NIO delivered 91K = $66K average selling price = $6+ billions for 2021 + NIO life Xpev delivered 98K = $37K average selling price = $3.6 billions for 2021 Li auto delivered 91K = $51K average selling price = $4.6 billion for 2021 NIO = 3 new models add to the lineup (ET5, ET7, and ES7). By the end of 2022, NEO park come online, 150Kwh hybrid solid-state, and NIO will be selling 6 models and expanding to 5 other countries in Europe.$NIO Inc.(NIO)$$XPeng Inc.(XPEV)$$Li Auto(LI)$
$NIO Inc.(NIO)$ NIO is worth $80+ today and as much as $300; when ET7s and ET5's are being sought the world over. No EPA is required and they both have EU 5-star ratings. Anyone can buy an ET7 if they can ship it. I may go to Shanghai and pick mine up if my number is called.
$NIO Inc.(NIO)$ NIO is not buying back 4,5% shares. They are buying back these convertible bonds from 2018/19 almost three years earlier, so they can save on interests 4,5% every year. These bonds are not shared yet. So probably less future dilution in 2024. this is rather positive. Convertible bonds raise capital BUT are used to short the stock. NIO no longer needs their money or wants their presence. - Lucid just sold a billion in convertibles in Dec.
$Pfizer(PFE)$ PFE got a nice boost from its recent strategic investments/acquisitions. Those investments will take time to produce income. However, PFE is becoming a much stronger company going forward. 22 should be PFE's best yearly earnings ever, and I believe it will carry over into 23 as their vaccine and covid treatment will still be in demand. I am surprised to see it fall so hard the last couple of days, but I still believe in the company as the best diversified large pharma plays. I look forward to PFE/Bourla's presentation this coming Monday. I am sure they will have a lot of positives to report. I expect even higher revenue and earnings projections, and a detailed update on its pipeline successes and potential.
$Unity Software Inc.(U)$ Too much hype on metaverse, the technology is not ready for another 5-7 yrs at earliest, U is money-losing machine, not good for this environment Fed tightening
$AMC Entertainment(AMC)$ Latest news is that AMC "looks to" refinance debt this year. Okay...I have two problems with that. First, why in the heck would anyone from senior mgmt ever disclose to the media what they are planning to do??? The clear answer to that is obvious: let's put out some unverifiable news so that the retail investor continues to have hope and doesn't dump! Second problem, they are going to refinance debt in a rising interest environment? Really?! Do it now then you morons! The longer you wait, the more you'll have to pay! Sorry, but my new PT = $15
$Lucid Group Inc(LCID)$ Lucid total delivery for 2021 will exceed the promise 577 cars.That's the rumors I heard from the great vine. Also lots of institutional buyer are loading up. So we have a positive pump coming in 2022. Peace!
Novavax continues on it’s commercialization journey
$Novavax(NVAX)$ Longs, let’s take the proper perspective on filing of the required CMC data to the FDA, it is yet another step towards FDA approval, which considering the prior approvals by WHO, EU, India, Indonesia and Philippines and everything scientific we know about Cov-2373, emergency use and eventually BLA use will be granted to Novavax likely by the end of February. We’ve waited this long, whats another 45-60 days? Besides, many more approvals from other countries will occur during that same time. For you naysayers that are hung up that US based CMC (Fuji-Texas) data was not included in todays filing, well that just tells you about the state of manufacturing in the USA. Just about every industry in the USA has outsourced parts or all their ma
$Apple(AAPL)$ Investors long on AAPL had a good year. Sure, we had our ups and downs but time in the market was good to us. I predicted $165 EOY and was proven wrong. 2022 will bring a new series of ups and downs, good days and bad days and times when it really hurts. Remember, time heals all wounds. Staying long is the play.Maybe after a few more years of Davinci tutoring I'll step into options. Until then I'm happy with the meager return of 30%. lolMoving forward we will witness AR and EV technology which the world has yet to imagine. China and India will play an important part in the growth of this company. AAPL will continue to push medical technology on the wrist and iphone to the limit in the new normal post pandemic society.The beautiful thing
$Upstart Holdings, Inc.(UPST)$ I bought a few at $151.90.....I said $150 BUT you don't always catch the exact low.....$15.29 was the low of the day ALL DAY so I adjusted up a bit....No big deal.....Cheers!
All in, this was a solid release from management and one we feel strikes a more positive tone versus the release we got yesterday from peer company Visa. Members will recall, that Visa’s management team indicated that they were seeing cross-border travel rates at around 60% of 2019 levels with the view that it would climb to around 80% by September of 2022, that’s materially behind the 77% level Mastercard management is currently seeing. While shares are still well off their highs, in part due to fears that Buy Now, Pay Later (BNPL) services such as a Affirm are encroaching on Mastercard’s business, we note that Mastercard is not standing by idly and working to leverage its massive global network and build out Mastercard Installments, its own BNPL offering. However, it is important to note