Today we have a moderately speculative idea.: take shares in software maker Ansys (NASDAQ: ANSS), in order to earn on the growth of the company's business. Growth potential and validity: 15% behind 14 Months; 23,5% behind 2 of the year; 10% per annum during 15 years. Why stocks can go up: because the company's business is strong and attractive.
15 February Airbnb released its fourth quarter 2021 financial report. According to the company, Bookings returned to pre-pandemic levels. Airbnb also gave a good forecast for the current quarter..
Today we have a speculative idea: take shares of the semiconductor business Onto Innovation (NYSE: ONTO), in order to make money on his growth. Growth potential and validity: 14% behind 14 Months; 9% per annum during 15 years. Why stocks can go up: because semiconductors are a hot industry. How do we act: take now 86,51 $. When creating the material, sources were used, inaccessible to users from the Russian Federation. We hope, Do you know, what to do. 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. 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 in general, readers decide for themselves, it is worth trusting the author and focusing on the forecast or not. We love, appreciate,Инвестредакция На чем компания зарабатывает Компания все еще не удосужилась загрузить подробный отчет с результатами 2021 года на свой сайт, so we will have to use the 2020 report to analyze her business. There, where it will be possible, we will refer to her 2021 figures. The company is engaged in the design and manufacture of equipment and software for the production of microelectronics, essentially semiconductors. Решения компании используются как …
Investidea: Onto Innovation, because on innovation Read more
We continue the series of articles on the public assets of the Gutserievs. In the last article we reviewed the retailer "M-Video-Eldorado", and now consider the oil and gas company RussNeft. About RussNeft (MCX: RNFT) — a large oil and gas company, conducting geological exploration, oil and gas production, as well as their implementation.
Today we have a moderately speculative idea with a conservative touch: take shares of the manufacturer of integrated devices Texas Instruments (NASDAQ: TXN), in order to capitalize on the growth in demand for its products.
Today we have a speculative idea: take shares in semiconductor business FormFactor (NASDAQ: FORM), in order to make money on his growth. Growth potential and validity: 15% behind 14 Months; 25% behind 2 of the year; 9% per annum during 15 years. Why stocks can go up: because the company's products are in high demand.
Today we have a very speculative idea: take shares in high-tech component supplier Synaptics (NASDAQ: SON), in order to capitalize on the hype around the Internet of things. Growth potential and validity: 17,5% behind 14 Months; 36,5% behind 26 Months; 12% per annum during 15 years.
9 February Disney reported for the first quarter of fiscal year 2022, which ended 1 January. The result was better than expected: Disney+ subscribers are on the rise, and park revenues tripled. In the postmarket, DIS shares rose by 7%, to 157 $. Financial results Here's how the figures changed year-on-year and what analysts expected: total revenue — $21.8 billion (+34%), expectations — $20.9 billion; adjusted earnings per share — 1,06 $ (+231%), expectations - 0,63 $; 129.8 million Disney+ subscribers (+37%), expectations - 125.8 million. And these are the results in the operating segments of Disney. Media and Entertainment Revenue compared to last year: television - $7.7 billion (+0%); streaming - $4.7 billion (+34%); licenses — $2.4 billion (+43%). Here, television remains the only profitable direction., where operating profit was $1.5 billion. Operating loss from content licenses — $0.1 billion. But the operating loss from streaming amounted to almost 0.6 billion dollars. Disney+ still remains unprofitable, although the number of subscribers for the quarter increased by 12 million people. It's so much more, than Netflix, which for the same period added about 8 million users. In its recent report, Netflix noted a slowdown in the growth of paid subscribers. Disney has not changed its long-term goal: 230—260 million by 2024. The company reported, that content spending in the current quarter will increase five times, up to a billion dollars. And to offset the costs, Disney raises subscription prices. Over the past year, the average monthly revenue per Disney+ user in the US and Canada increased by 15%, in other countries - by 26%. Ранее цены на свои подписки подняли Netflix и Amazon. «Парки и сувениры» Выручка по сравнению с прошлым годом: парки …
Disney report: the number of subscribers approached 130 million, and park revenue tripled Read more
Today we have a moderately speculative idea.: take shares in the industrial business Advanced Energy Industries (NASDAQ: AEIS), in order to make money on his growth. Growth potential and validity: 14,5% behind 14 months excluding dividends; 39,5% behind 3 years excluding dividends; 10% per annum, taking into account dividends for 15 years.
8 February pharmaceutical company Pfizer reported for the fourth quarter of 2021. The company's revenue fell short of analysts' expectations., and PFE shares by the end of the day fell by 3%, to 52 $. Financial Results Q4 2020 Financial Highlights and Analyst Expectations: total revenue — $23.84 billion (+105%), expectations — $24.12 billion; adjusted earnings per share — 1,08 $ (+152%), expectations - 0,87 $. Pfizer's revenue doubled on sales of COVID-19 vaccine. They accounted for about half, or 12,5, of $23.8 billion in quarterly revenue. Excluding vaccine, total revenue fell by 2%. Pfizer's fourth quarter of fiscal 2021 is four days shorter, than in 2020. It cost the company about half a billion dollars in revenue.. Annual sales increased by 92%, up to $81.3 billion. Of which $36.9 billion, or 45%, had to get the vaccine. Net income in the fourth quarter, unadjusted, rose by 4 Times, up to $3.4 billion, adjusted - in 2,5 Times, up to 6.2 billion dollars. According to company forecasts, in 2022, revenue will increase by 23%, up to 100 billion dollars. Of these, 32 billion will fall on the COVID-19 vaccine. Pfizer believes, that the complete disappearance of the coronavirus is unlikely, because it constantly mutates. The company recently began testing a vaccine against the Omicron strain.. Pfizer's research results to be published in the coming weeks. And in 2022, Pfizer plans to earn $ 22 billion from coronavirus pills. The company developed this drug in November 2021, and in December it was urgently approved by the American regulator. The company stated, that is negotiating the supply of the drug with more than a hundred countries.