MarketWatch spoke to CEO Chris Armbruster, whose Virtus fund invests in growth stocks. The investor highlighted the characteristics of the companies, shares of which can rise even during a rate increase.
Sony (NYSE: SONY) - the legendary Japanese conglomerate. The company makes its equipment, video games, films. But she also has problems.: debt and Microsoft. When creating the material, sources were used, inaccessible to users from the Russian Federation. We hope, Do you know, what to do.
Novatek (MCX: NVTK) - the second company in Russia in terms of production and sales of natural gas and one of the world leaders in terms of proven reserves.
Today we have a moderately speculative idea.: take shares in industrial conglomerate Honeywell International (NASDAQ: SHE), to capitalize on the growth of his business.
"Transneft" (MCX: TRNFP) operates the world's largest oil trunk pipeline system with a length of over 50 thousand kilometers, acts as a monopolist in Russia in terms of oil transportation volumes and controls one of the largest port operators in terms of cargo turnover - NCSP.
Today we have a speculative idea: take shares of the FirstCash pawnshop network (NASDAQ: FCFS), in order to capitalize on the speculative growth of these shares from investors' expectations of a recession. Growth potential and validity: 15,5% behind 14 months excluding dividends; 41% behind 3 years excluding dividends; 9% per annum, taking into account dividends for 20 years.
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.
What western issuers can expect from the events around Russia. Google spares no money on cybersecurity. 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.
English visual effects studio DNEG plans to go public by merging with SPAC. We decided to disassemble the company's business, to understand, does it make sense to invest in special effects. When creating the material, sources were used, inaccessible to users from the Russian Federation. We hope, Do you know, what to do.
Today we have a moderately speculative idea.: take shares of the American industrial enterprise EnPro Industries (NYSE: NPO), in order to make money on the growth of production in the United States.