RaymondReed
RaymondReed
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$NVIDIA Corp(NVDA)$ But once nvidia releases another earnings report with more profit that valuation should go up.Their last earnings report was insane, and I'm expecting even better from the next one.Once more large companies standardize on O365 ai products like their Excel plugin (which is terrible right now, but improving) and Teams integration, there will be millions of new daily users - and something is going to have to handle that load.I've got $118 2025 calls, but I'm expecting a $150 price within the next 9 months.People just think about pe ratio and not forward pe ratio, and the growth. So they think fair price is 70, while the fair price with the forward pe is around 150s . Eventually it will get there.
avatarRaymondReed
2022-03-30

Pfizer Nearing New Buy Point; Is It Worth Considering?

Pfizer stock may be the latest contender for your watchlist as shares set up to score a breakout from a new buy point. The pharmaceutical company is also awaiting authorization of its second Covid booster shot from the Food and Drug Administration, a decision that could impact Pfizer shares. Pfizer $Pfizer(PFE)$ , the largest pharmaceutical company in the world by annual revenue, is Monday's IBD 50 Stocks To Watch pick. New York-based Pfizer is forming the handle of a cup-with-handle base over the past week. The handle creates a 55.40 buy point, according to MarketSmith pattern recognition. Pfizer stock has pulled back in light volume to form the handle, which is exactly the kind of action investors want to see. The stock retook its 50
Pfizer Nearing New Buy Point; Is It Worth Considering?
$NIO Inc.(NIO)$ They covered in May and then shorted it again! This is criminal. I literally keep buying everyday. Shorts don’t deserve to be able to cover this low. They’re trying so hard to bring it down. I’ll keep buying 🤷‍♂️
avatarRaymondReed
2022-03-23

Elon Musk Wants Tesla to Be Much, Much Bigger

Musk just teased part three of his "master plan." An emphasis on size and scale echoes sentiment from the company's fourth-quarter earnings call. Tesla has two new factories about ready to ramp up production -- and more new factories could be on the way. Based on the Tesla CEO's latest comments, these may still be early days for the electric car maker. In 2006, Tesla $Tesla Motors(TSLA)$ CEO Elon Musk laid out an audacious plan for the electric car company to go from a start-up with an expensive sports car in development to a volume manufacturer of fully electric vehicles. Few believed the CEO at the time -- and for good reason. Starting a capital-intensive business in and of itself is no easy feat, let alone starting an auto manufacturing company.
Elon Musk Wants Tesla to Be Much, Much Bigger
avatarRaymondReed
2022-04-21
"Currently we see no signs of any weakening in our customer base. Zero. And even if demand weakens, there is a big gap between the demand and our capacity." Peter Winnik, ASML CEO in their conference call I keep saying it. At a fundamental level, demand for digital systems is increasing every year and there is no obvious end in sight. Not this year, next year and unlikely the year after. The more likely scenario is a bunch of major demand drivers will come into play (example: someone described cars becoming data centers on wheels, and that cycle hasn't even begun) and chip supply will remain tight for 5-10 years. Maybe not as tight as its been recently, but any oversupply is likely to be infrequent and short-lived for the next decade or so. The underlying demand is just so incredibly large
avatarRaymondReed
2022-05-13

Walt Disney Price Target Cut to $130.00 by Analysts at Barclays

$Walt Disney(DIS)$ Walt Disney  had its price objective reduced by equities researchers at Barclays from $168.00 to $130.00 in a research report issued on Friday, The Flys reports. Barclays‘s price objective indicates a potential upside of 24.63% from the stock’s current price. Several other equities analysts also recently commented on the company. JPMorgan Chase & Co. cut their price objective on Walt Disney from $200.00 to $175.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 19th. BMO Capital Markets cut their price objective on Walt Disney from $140.00 to $135.00 in a research report on Thursday. Tigress Financial reaffirmed a “buy” rating and issued a $229.00 price objective
Walt Disney Price Target Cut to $130.00 by Analysts at Barclays
avatarRaymondReed
2022-05-23
Is NIO Inc. A Risky Investment?NIO Inc. $NIO-SW(09866)$ traded with an addition of $0.52 to $17.18 on Friday, an upside of 3.12 percent. An average of 66,672,289 shares of common stock have been traded in the last five days. There was a gain of $2.49 in the past week, and it reached a new high 18 times over the past 12 months. The last 20 days have seen an average of 64,721,840 shares traded, while the 50-day average volume stands at 76,633,141.
avatarRaymondReed
2022-05-12

Fresh Government Contracts Should Give Palantir Stock a Boost

$Palantir Technologies Inc.(PLTR)$ Palantir Technologies (PLTR stock is trading at a highly attractive price point. Moreover, the company’s recent collaborations with government entities should convince the skeptics of Palantir’s true value. Investors should consider a stake in Palantir shares while they’re still irrationally priced. Joseph Nograles recently reminded us all to be greedy when others are fearful. Can we apply this old Warren Buffett concept to Palantir Technologies (NYSE:PLTR, though? The answer is yes, as PLTR stock is underpriced and investors ought to put it on their radar and in their portfolio. As Nograles pointed out, analysts at RBC upgraded Palantir to “sector perform” from “underperform” and increased their price target to $12
Fresh Government Contracts Should Give Palantir Stock a Boost
$Amazon.com(AMZN)$ If you can’t handle a little market pull back / correction, I suggest you invest in bonds or gold and leave this board forever. No one ever said AMZN will go to $200 or even after earnings. It will take time. If you are impatient, you may as well hand me your money I’ll put it to good use buying more Amazon shares.
avatarRaymondReed
2022-04-19

Here's Why I Think Wilmar International Might Deserve Your Attention Today

Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling short, can easily find investors. But as Warren Buffett has mused, 'If you've been playing poker for half an hour and you still don't know who the patsy is, you're the patsy.' When they buy such story stocks, investors are all too often the patsy. So if you're like me, you might be more interested in profitable, growing companies, like Wilmar International $WILMAR INTERNATIONAL LIMITED(F34.SI)$. While that doesn't make the shares worth buying at any price, you can't deny that successful capitalism requires profit, eventually. Loss-making companies are always racing against time to reach financial sustainability, but time is often
Here's Why I Think Wilmar International Might Deserve Your Attention Today
avatarRaymondReed
2022-03-28

SGX and OCBC launch low carbon index

BOURSE operator Singapore Exchange (SGX)$SINGAPORE EXCHANGE LIMITED(S68.SI)$ and OCBC$OVERSEA-CHINESE BANKING CORP(O39.SI)$Bank announced that they have jointly launched an index that tracks 50 Singapore or globally-listed companies based on their carbon intensity performance. In a bourse filing on Mar 14, the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index will track the top 50 companies by free-float market capitalisation that are representative of Singapore's real and financial economy. The index was developed by SGX as part of its Sustainability Indices product suite together with product specialists from OCBC. It uses an exclusionary methodology to remove companies that have a heavy involve
SGX and OCBC launch low carbon index
avatarRaymondReed
2022-04-24
$Micron Technology(MU)$ Value investing during market dipsStocks nowadays are believed to be undervalued and look attractive to buy. Some argue that once you buy, they get even cheaper. Once that happens, you will be advised to buy the dip and average your cost per share. Some analysts advise their clients to wait until the dust settles. However, when the dust settles, it would be too late to know. The bottom of the market is always a hindsight fact.Value investors, on the other hand, look at these discussions from their ivory tower and smile quietly.
avatarRaymondReed
2022-04-22

Pinduoduo Inc. Expected to Announce Earnings of $0.28 Per Share

Pinduoduo logoWall Street analysts expect that Pinduoduo Inc. $Pinduoduo Inc.(PDD)$ will report earnings per share of $0.28 for the current fiscal quarter, according to Zacks Investment Research. Two analysts have provided estimates for Pinduoduo’s earnings. The highest EPS estimate is $0.37 and the lowest is $0.18. Pinduoduo posted earnings of ($0.36) per share in the same quarter last year, which suggests a positive year over year growth rate of 177.8%. The business is expected to issue its next earnings results on Monday, January 1st. According to Zacks, analysts expect that Pinduoduo will report full-year earnings of $1.69 per share for the current financial year, with EPS estimates ranging from $1.59 to $1.79. For the next financial year, analyst
Pinduoduo Inc. Expected to Announce Earnings of $0.28 Per Share
avatarRaymondReed
2022-03-05

NIO Vs XPEV -- Love Lack of Logic giving NIO Big 2022 Upside

NIO Market Cap $50B or 16% higher than XPEV $43B NIO ASP double that of XPEV (RMB 440k Vs RMB 220k) NIO Vehicle GM 50% higher than XPEV (20% Vs 14%) NIO Vehicle Gross Profits more than double that of XPEV (RMB 1.98B Vs RMB 820M in Q3 2021) XPEV is capacity constrained already at Double Shift with annual capacity of 200,000 Possibly / Maybe XPEV gets to 400,000 in Q4 2022 with opening of Ghuanzou Plant NIO gets to 250,000 annual capacity going to Double Shift in Q2 2022 with ET7 increasing ASP NeoPark takes NIO annual capacity to 600,000 in Q4 2022 So in Q4, compared to XPEV, will have: 50% more capacity (that is just with Phase 1 Neo Park there is additional 700,000 capacity yet to come from NeoPark after Phase 1) 2/3 new Next Gen Models which may ensure that deliveries are capacity constr
NIO Vs XPEV -- Love Lack of Logic giving NIO Big 2022 Upside
avatarRaymondReed
2022-05-05

Four Days Left To Buy Sheng Siong Group Ltd Before The Ex-Dividend Date

Readers hoping to buy Sheng Siong Group Ltd$SHENG SIONG GROUP LTD(OV8.SI)$ for its dividend will need to make their move shortly, as the stock is about to trade ex-dividend. The ex-dividend date is one business day before a company's record date, which is the date on which the company determines which shareholders are entitled to receive a dividend. It is important to be aware of the ex-dividend date because any trade on the stock needs to have been settled on or before the record date. Accordingly, Sheng Siong Group investors that purchase the stock on or after the 9th of May will not receive the dividend, which will be paid on the 20th of May. The company's upcoming dividend is S$0.031 a share, following on from the last 12 months, when the compa
Four Days Left To Buy Sheng Siong Group Ltd Before The Ex-Dividend Date
avatarRaymondReed
2022-03-25

Insiders of $NKLA$would have made a tidy sum after selling US$367m worth of stock at a high price

Nikola Corporation's $Nikola Corporation(NKLA)$ stock rose 29% last week, but insiders who sold US$367m worth of stock over the last year are probably in a more advantageous position. Holding on to stock would have meant their investment would be worth less now than it was at the time of sale. Thus selling at an average price of US$10.92, which is higher than the current price, may have been the best decision. Although we don't think shareholders should simply follow insider transactions, we would consider it foolish to ignore insider transactions altogether. Nikola Insider Transactions Over The Last Year The insider, Trevor Milton, made the biggest insider sale in the last 12 months. That single transaction was for US$131m worth of shares at a price
Insiders of $NKLA$would have made a tidy sum after selling US$367m worth of stock at a high price
avatarRaymondReed
2022-04-13
NIO$NIO Inc.(NIO)$ developed the two best EVs a new SUV in 2021 It also built the largest EV plant in the World, expanded to Europe, partnered with Shell, Started its own Battery Company (Welion), Loaned Geely 2.5 Billion to buy Lotus and ended the year with $8.5 BILLION in CASH -- NIO is worth 20% of Tesla
$Intel(INTC)$ Insiders blast the 15th gen intel towards conservative, since the 15th generation can't win amd then the market will be swelled by amd before he came out of the 16th generation. Now most gamers have no trust in intel, ai has no part of him. You don't see the possibility of him rising, you have to invest in tech stocks like it is impossible to invest in the current stage Replaced $Taiwan Semiconductor Manufacturing(TSM)$ and Nvidia.Intel cannot fully adopt the TSMC process, and only part of the high-end products are used, unless his own wafer factory is ready to take it all out, and TSMC is out of service soon enough. Intel is too slow to arrive.
avatarRaymondReed
2022-04-07

Tesla (TSLA) stock: How much longer will it out-race big auto?

Tesla$Tesla Motors(TSLA)$ announced this week that it has shipped a record number of electric vehicles (EVs) in quarter one, despite supply chain issues and other macro pressures. But Tesla’s figures still fell short of analysts’ expectations and the stock is now facing competition from bigger automotive companies looking to steal some EV market share.TSLA delivered 310,048 EVs during the first quarter of 2022, most of which were the Tesla Model 3 and Tesla Y. Since the start of the year, Tesla’s stock price is up over 8% year-to-date: by comparison, the Nasdaq 100 (US100) dropped more than 8%. Unlike other technology stocks, Tesla has managed to hold its own.“Tesla is splitting stock which tends to push the price up. Investors should note that Tesla
Tesla (TSLA) stock: How much longer will it out-race big auto?
$SMIC(00981)$  It will be too late if you don't increase your position now, semiconductors are crucial.

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