Positive TechnologiesPOSI1129.00 Overall results The company's operating results are seasonal, which is mostly related to the peculiarities of planning and budgeting in Russia.
AppleAAPL $160.28 Buy Microsoft CorporationMSFT $273.34 Buy Alphabet Class CGOOG $115.01 Buy Wal-Mart StoresWMT131.96 $ The stakes are higher 27 July, the US Federal Reserve raised the interest rate on 75 basis points. Now it is in the range of 2.25-2.50%.
US macro statistics for July 5-8. The labor market is still strong, despite talk of a recession. Real wages of workers fall for the eighth month in a row. A little about the exchange stamps of experts. Labor Market Remains Hot Bureau of Labor Statistics releases employment and wage data in June.
In June, the last companies from S&P 500 reported for the first quarter. This is what happened to their profits now and this is how it was on average over ten years: Better than expectations: now - 77%, average - 72% companies. Worse than expectations: now - 20%, average - 20% companies. At the level of expectations: now - 3%, average - 8% companies.
Vista OutdoorVSTO37,72 $ Today we have a moderately speculative idea.: take shares in the manufacturer of goods for hunting and outdoor activities Vista Outdoor (NYSE: VSTO), in order to make money on reforms in this company.
Positive TechnologiesPOSI860,00 Positive Group (MOEX: POSI) — Russian developer of solutions in the field of information security.
Affirm (NASDAQ: AFRM) — American installment payment service. The company's business seems to have prospects, but all the positive, seems to be, embedded in the extremely high price of these shares.
Today we have a very speculative idea: take shares of the fintech service Upstart Holdings (NASDAQ: UPST), in order to make money on the growth of demand for the company's software. Growth potential and validity: 28% behind 17 Months; 66% during 5 years; 13% per annum during 15 years. Why stocks can go up: The company's software will be in high demand.
Novatek (MCX: NVTK) — one of the largest producers of natural gas in Russia. The main volume of natural gas the company sells on the domestic market, transporting through the pipeline of the unified gas supply system of Gazprom.
Google is now trading futures. Let's take a look at company reports., for which we had investments, - including problematic ContextLogic. Disclaimer: when we talk about, that something has grown, we mean a comparison with the same quarter a year earlier. Since all issuers are from the USA, then all results in dollars.