investment

Investidea: Advansix, because chemistry is power

Today we have a moderately speculative idea: take stock of chemical manufacturer Advansix (NYSE: ASIX), to capitalize on the growth in demand for the company's products. Growth potential and validity: 12,5% behind 14 Months.

Johnson & Johnson reported revenue and profit growth and raised its forecast for the year

The largest company in the healthcare sector Johnson & Johnson (NYSE: JNJ) published a report for the second quarter of 2021: revenue increased by 27,1%, up to $23.3 billion; operating sales excluding exchange rates increased by 23%; net profit increased by 73,1%, up to 6.3 billion; net margin increased from 19.8 to 26,9%; adjusted net income increased by 49%, up to 6.6 billion; adjusted net margin increased from 24.2 to 28,4%. By regions The company divides sales by two regions: U.S. and other countries. USA (U. S.) — 51%. Revenue increased by 24,9%, up to 11.9 billion. Other countries (International) — 49%. Revenue increased by 29,5%, up to 11.4 billion. Of them 20,9% — operating sales, 8,6% - the influence of the exchange rate. By segment The company has three operating segments: consumer goods, pharmaceuticals and medical devices. Consumer goods (Consumer Health) — 16%. Revenue increased by 13,3%, up to 3.7 billion. Consumer Healthcare Market Continues to Recover After COVID-19 Negative Impact. Increased sales of skin care products, cosmetics and over-the-counter drugs. Pharmaceutics (Pharmaceutical) — 54%. Revenue increased by 17,2%, up to 12.6 billion. Sales of drugs for the treatment of psoriasis increased, myeloma and cancer. Medical devices (Medical Devices) — 30%. Revenue increased by 62,7%, up to 7 billion. Sales in this segment grew the most. A year ago, in the midst of a pandemic, Medical centers refurbished to deal with coronavirus. Non-urgent operations postponed, so the demand for equipment fell. Now, when the number of new cases of COVID-19 infections decreased, medical facilities are returning to their daily operations. Прогноз Компания повысила свои ожидания по росту выручки и скорректированной чистой прибыли на акцию в 2021 году. Revenue: It was: 9,7—10,9%, up to 90.6-91.6 billion; Became: 10,5—11,5%, up to 91.3-92.1 billion; including vaccine: 13,5—14,5%, up to 93.8-94.6 billion. Adjusted net earnings per share: …

Johnson & Johnson reported revenue and profit growth and raised its forecast for the year Read more

Investidea: CMC Materials, because semiconductors

Today we have a moderately speculative idea.: take stock of the manufacturer of products for high-tech industries CMC Materials (NASDAQ: CCMP), in order to capitalize on the growth in demand for its products. Growth potential and validity: 15% behind 14 Months; 36% behind 3 of the year.

Investidea: ON Semiconductor, because the game is ON

Today we have a speculative idea: take semiconductor manufacturer ON Semiconductor (NASDAQ: ON), to capitalize on the high demand in this area. Growth potential and validity: 13% behind 14 Months. Why stocks can go up: demand for semiconductors. How do we act: we take shares now by 36,87 $. Without guarantees Our reflections are based on the analysis of the company's business and the personal experience of our investors, but remember: not a fact, that the investment idea will work like this, as we expect. Everything, what we write, are forecasts and hypotheses, not a call to action. To rely on our reflections or not – it's up to you. If you want to be the first to know, did the investment work?, subscribe: as soon as it becomes known, we will inform. And what is there with the forecasts of the author of the Study, like this and this, talk about, that the accuracy of target price predictions is low. And that's ok: there are always too many surprises on the stock exchange and accurate forecasts are rarely realized. If the situation were reversed, then funds based on computer algorithms would show results better than people, but alas, they work worse. So we're not trying to build complex models.. The profitability forecast in the article is the author's expectations. We specify this forecast for the landmark: as with the investment idea as a whole, readers decide for themselves, it is worth trusting the author and focusing on the forecast or not. На чем компания зарабатывает Компания производит полупроводниковые компоненты. According to the report, by industry, its products are distributed as follows: automotive industry - 32%; industry - 25%; communications — 20%; consumer electronics - 11%; computer computing - 12%. Revenue is distributed across sales channels as follows:: distributors - 60%. Wholesale customers, who are engaged in the resale of the company's products to end consumers-manufacturers; producers — 34%. …

Investidea: ON Semiconductor, because the game is ON Read more

Bundle of investment news: Coca-Cola, Netflix and other reports

Disclaimer: when we talk about that, that something has grown up, we mean a comparison with the same quarter a year ago. Since all issuers from the United States of America, then all indicators in dollars. Sources were used in the development of the material, hard-to-reach for users from Russia.

Virgin Galactic founder Richard Branson flew into space

11 July aerospace company Virgin Galactic (NYSE: SPCE) successfully completed the next tests. Test flight was the first, when there were passengers in the cockpit of the ship, not counting 2 pilots. The flight record can be viewed on the company's Internet office..

Investidea: PC Connection, so check the connection

Now we have a uniformly speculative thought: take shares in PC Connection, a dealer in computer equipment and services (Nasdaq: CNXN), to receive income on a positive situation for the company. Growth potential and duration : twelve percent in 12 months.

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