"Airplane" (MOEX: SMLT) — one of the largest Russian developers, which builds its real estate in Moscow and St. Petersburg. It has the largest land bank in the industry. At the end of January, Samolet published operating results for 2021, which, in comparison with the data of 2020, increased by more than 100%.
"Polymetal" (MOEX: POLY) — one of the leaders in the extraction of precious metals with assets in Russia and Kazakhstan, one of the ten largest gold mining companies in the world. At the end of January, Polymetal published operating results for the fourth quarter of 2021, which investors did not like very much.
17 February Kathy Wood gave an interview to CNBC. ARK fund manager commented on the fall of her shares and criticized shortists, who bet against her. “Outdated benchmarks are where the risk is” Investors often contrast Kathy Wood and Warren Buffett because of their different approach to stock selection.
Today we have a speculative idea: take shares of the Dutch semiconductor company NXP Semiconductors (NASDAQ: NXPI), to capitalize on the growth of her business. Growth potential and validity: 15% behind 14 months excluding dividends; 10% per annum, taking into account dividends during 15 years.
NLMK (MCX: NLMK) — one of the world's largest producers of steel products and the first in terms of steel production in Russia. The production capacity reaches 18,5 million tons, and the assets are located in Russia, Europe and USA. 20 January, the company published a production report on the results 2021 of the year.
Today we have a speculative idea: take shares in industrial conglomerate Fortive (NYSE: FTV), in order to make money on industrial automation.
16 February Charlie Munger, 98-summer investor, vice president of Berkshire Hathaway and partner of Warren Buffett, answered journalists' questions about inflation, criticized cryptocurrencies and some brokers. About inflation In January, the inflation rate in the US hit a 40-year high, and the consumer price index year on year added 7,5%.
16 February, the company published a report for the fourth quarter of fiscal year 2022, which ended 30 January. Finance Nvidia key figures year-on-year: total revenue — $7.6 billion (+53%); operating profit — $3 billion (+97%); net profit - $ 3 billion (+106%).
Today we have a moderately speculative idea.: take shares in software maker Ansys (NASDAQ: ANSS), in order to earn on the growth of the company's business. Growth potential and validity: 15% behind 14 Months; 23,5% behind 2 of the year; 10% per annum during 15 years. Why stocks can go up: because the company's business is strong and attractive.
Today we have a moderately speculative idea.: take shares of the logistics company Hub Group (NASDAQ: HUBG), in order to capitalize on the growth in demand for its services. Growth potential and validity: 12,5% behind 13 Months; 8% per year for 10 years. Why stocks can go up: because logistics is in trend.