Inflation in the US accelerated, the dollar puts pressure on exporters, and "uncomfortably" expensive stocks

US macro statistics for July 11-15. Latest inflation data is again above expectations. American retailers "overstocked". Exporters are suffering because of a strong dollar.

Очередной «горячий» отчет об инфляции

Вышли июньские данные по индексу потребительских цен, used to measure inflation. Continue reading “Инфляция в США ускорилась, the dollar puts pressure on exporters, а акции «некомфортно» дорогие”

Investments in HAL and SLB: need more black gold

HalliburtonHAL26,86 $Купить

SchlumbergerSLB30,94 $Купить

Baker HughesBKR25,88 $КупитьСервис в партнерстве с Тинькофф Инвестициями. Quotes are updated every 15 minutes

Halliburton (NYSE: THING) and Schlumberger (NYSE: SLB) one of the oldest oilfield service companies in the world. Continue reading “Инвестиции в HAL и SLB: нужно больше черного золота”

Schlumberger Review: oilfield service giant, who was in decline 6 years

SchlumbergerSLB$31.94BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Shlumberger (NYSE: SLB) - the largest oilfield service company, which provides its customers with technologies and equipment for drilling and servicing wells. Continue reading “Обзор Shlumberger: oilfield service giant, who was in decline 6 лет”

Overview of Globaltrans: investment in a rail carrier

Globaltrans Investment PLCGLTR298.15 RKBuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Globaltrans Investment (MCX, LSE: GLTR) - Cypriot company, holding of a major private rail carrier.

About company

Globaltrans предоставляет услуги по железнодорожным перевозкам грузов и аренде вагонов. Continue reading “Обзор Globaltrans: инвестиции в железнодорожного перевозчика”

Results of the reporting season in the US for the first quarter: profits grew by only 4%, and the margin fell

In June, the last companies from S&P 500 отчитались за первый квартал. This is what happened to their profits now and this is how it was on average over ten years:

  1. Better than expectations: now - 77%, average - 72% companies.
  2. Worse than expectations: now - 20%, average - 20% companies.
  3. At the level of expectations: now - 3%, average - 8% companies. Continue reading “Итоги сезона отчетов в США за первый квартал: profits grew by only 4%, а маржа упала”

Collapse S&P 500 and Mosbirzhi: results of the first half of the mad 2022 of the year

Июнь подошел к концу, which means, that it's time to sum up the intermediate results: which stocks have risen in price more than the rest, а какие разочаровали инвесторов.

Index S&P 500

Первые шесть месяцев 2022 года оказались непростыми для американского рынка. Continue reading “Обвал S&P 500 and Mosbirzhi: results of the first half of the mad 2022 года”

Investidea: Schlumberger, because it's time to rock

SchlumbergerSLB37.00 $BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Today we have a moderately speculative idea.: take shares of the oilfield service company Schlumberger (NYSE: SLB), in order to make money on the growth of investments in oil production. Continue reading “Инвестидея: Schlumberger, потому что время качать”

Bundle of investment news: Nucor, KKR, Saudi Aramco and Amazon sublease

KKR & Co. Inc.KKR55,01 $Купить

NucorNUE137,95 $Купить

Goldman SachsGS329,00 $Купить

JPMorganJPM131,55 $Купить

Morgan StanleyMS86,70 $Купить

Amazon.comAMZN2306,52 $КупитьСервис в партнерстве с Тинькофф Инвестициями. Continue reading “Пачка инвестновостей: Nucor, KKR, Saudi Aramco и субаренда Amazon”

Canadian Pacific Railway Review: Canadian Rail Operator

Canadian Pacific RailwayCP77.67 $BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Today we will continue to analyze the North American rail industry, previously reviewed by Norfolk Southern Corporation, CSX Corporation, Union Pacific Corporation and Canadian National Railway. Continue reading “Обзор Canadian Pacific Railway: канадский железнодорожный оператор”