Investidea: Honeywell, because it is smeared with honey
Today we have a moderately speculative idea.: take shares in industrial conglomerate Honeywell International (NASDAQ: SHE), to capitalize on the growth of his business.
Dividends
Review of key results of Gazprom Neft for 2021 year
Gazprom Neft (MCX: SIBN) — a large vertically integrated holding, carrying out reconnaissance, development and production of oil and gas in Russia, Iraq and Serbia. Company on 95,68% owned by Gazprom, that is, in free circulation is less than 5% issuer's shares.
Investidea: Analog Devices, because chip isn't cheap
Today we have a speculative idea: take shares of semiconductor device manufacturer Analog Devices (NASDAQ: ADI), in order to make money on the rebound of these shares. Growth potential and validity: 21% behind 18 months excluding dividends; 10% per annum during 15 years including dividends.
Investidea: Mueller Industries, because it's cheap
Today we have a moderately speculative idea.: take shares in the industrial company Mueller Industries (NYSE: MLI), in order to make money on his business. Growth potential and validity: 18% behind 14 months excluding dividends; 10% per year for 15 years including dividends.
Investidea: LCI Industries, because they go home
Today we have a moderately speculative idea.: take shares of the manufacturer of components for mobile homes LCI Industries (NYSE: LCII), to make money on the rebound of these undervalued stocks.
Investidea: Graham Holdings, because Buffett approves
Today we have a moderately speculative idea.: take shares of Graham Holdings (NYSE: GHC), in order to make money by discovering their hidden value. Growth potential and validity: 13,5% behind 14 Months; 25,5% behind 3 of the year; 10% per annum during 15 years. All excluding dividends.
We study the key results of Severstal for 2021 year
Severstal (MCX: CHMF) one of the five leading Russian steel producers with a full production cycle - from the extraction and processing of mining raw materials to the production and sale of high-quality steel products in the domestic and foreign markets.
Investidea: Morgan children, because energy is needed again
Today we have a speculative idea: take shares of the Kinder Morgan pipeline network (NYSE: KMI), in order to make money on the inflow of dividend investors into its shares. Growth potential and validity: 15,5% behind 12 months excluding dividends; 26,5% excluding dividends for 2 of the year; 8% per annum during 10 years including dividends.
Review of Magnit results for 2021 year
"Magnet" (MOEX: MGNT) Is the second largest Russian grocery retailer by market share, which is also the leader of the sector in the total number of stores. At the end of 2021, the company owned more than 26 thousand stores, X5 Group has the second place — almost 18 thousand stores.
Investidea: Prologis, because the warehouse of ideas
Today we have a speculative idea: take shares of REIT Prologis (NYSE: PLD), in order to make money on the frenzied growth in demand for warehouses. Growth potential and validity: 15% behind 17 months excluding dividends; 9% per annum during 15 years including dividends.