PFE stock: My 20 minutes study | Learn more about PFE

Oct. 23, 2021

Yahoo -> Finance -> Conversation 

9 hours ago

c'mon, PFE is the few non-overvalued assets in this bull market with a promising future. Its revenue doubled with the vaccine sales, with vaccine revenue in 2022, it can efficiently drive down its debt to zero(literally, considering that it has 33B in debt currently, and according to Reuters, it locked on more deals in 2022). they sold 33B vaccines to America and Europe in 2021, countries with less population but are rich in wallets. Now the people in Latin America and Africa all need vaccines. Since all studies to this current date has indicated that covid vaccine efficiency are falling for all vaccine types due to delta variants, people need a mrna booster for best protection, not any other vaccine boosters. Pfizer is also doing a tiered payment system, while the cost of one single vaccine is ~ 1 dollar, they are charging 18 dollar for one dose for the European Union, and 6 dollar for Africa. Yeah, European Union is much richer, but third world countries are a lot larger and blessed with a lot of population. At least their immunocompromised population, which are known to fuse variants, must take mrna vaccines to protect the rest of the world from variants. So far, the White House and WHO both indicated strong concerns for mordena and pfizer to increase the vaccine delivery at a cheap price or donate vaccines for countries too poor to afford any. That's strong sales.
I think it sounds a bargin offer, and behaves like a bargin offer. If you believe all that about hedgefunds shorting, that doesn't really make sense, especially that this historical bull market has crushed many shorters. Pfizer has value in it, a value not recognized by the most market investors.

Gray stock: $6000 market value, $5000 loss | Starting from March 2021

 陈建敏 12:07

大家周末愉快！ 群里专家给我分析一下我的gray 股票。拥有1900股。账面亏损5000美金。市值6000美金。公司还有现金78mil. 公司试验6到12个月。

无言 12:31

这是药股吗，药股要问小君，是他的长项。炒这种小股票，都要低位埋伏，有时等很久，冲高就要分批出，不能报幻想。[Grin]

陈建敏 12:38

谢谢！ 是药股。我是有幻想，最高30美金，现在3.1美金。

无言 12:45

不能看历史前高，他花多长时间回历史前高，这谁也不知道。我曾经有一支小药股，技术指标看着都没问题的时候买入的，买入就被套，等了半年它冲高我才解脱了……药股有时不能看技术指标。

二郎神君 14:25

GRAY它平均一年的研发开支3000-3500万之间，行政费700万，8千万可以撑到2023年，因为没有收入和专利费用，(当然这个上年9月份的新IPO也没債务)但主打GB-102商业化的路仍然艰难，FDA对眼科药要求跟成瘾药一样多，如果明年中下旬它没有更新它更多的GB-102病患数据(加大临床范围和稳定性，上次剂量更轻的耐久性较高)估计增发募资机会大，但基于现股价，增发成本不合理，所以期待公司提供新的临床数据,它的三期临床因疫情影响推迟了，按进度开始后二个月有评估，六个月后才有初步结论，空窗期得耐心了，或许出数据不久如果理想将很快启动新募股，如果不理想，那，，，，[吃瓜]

二郎神君 14:34

当然它还有GB一103，而且这个老年视网膜药市场潜力非常大，(湿性AMD对老年人视力影响极大现在病患在眼球玻璃体每年要做注射十次以上，它可以减至一年一至二次)

Jing 14:14

我还有几支小药股，纠结要不要卖

无言 14:41

如果仓位不大，如果还在深水里，就只能耐心等待，等冲高了卖，好多小药股都是潜伏，等待，冲高分批卖。@Jing 

Jing 14:53

谢谢梨花，仓位都不大，只是有的跌了50%，不忍扔了，那就听你，留着吧，万一那天翻身了呢[呲牙]谢谢你哟

DWAC stock: Case study | Big return shared from wechat small group

 陈建敏 23:22

投机成功买卖清单

陈建敏 23:22

INTC stock: How to make money as an investor? | Earning date: 10% loss, 4 times a year!

 Oct. 22, 2021

I like to share this idea from wechat group conversation. 

陈建敏 23:00

Int'l 股票如何赚钱， 转抄；


大英要卖是因为赚的不够狠，不是闹心或者亏了老本，当然今天难看点

陈建敏 23:03

Intel 股票赚钱想法：

大家来猜？


可你想想，这股也有好处，晃晃悠悠涨10%， 季报一出啪叽10%，慢慢地磨吧，一年也有4次稳赚的机会，还不用胆小清零


同意这个观点举手！

Anne 安娜 23:08

intc价在合理估值范围，没泡沫

陈建敏 23:09

Anne 安娜 23:09

$49～$50强支撑

Actionable Items

I lost over $500 dollars in 2020 to invest Intel stock, and then I started to look for ideas how to be a good investor to invest Intel stock. 

Warren Buffett reveals top stock holdings: Apple and American Express (AMEX)

Oct. 22, 2021

Here is the link. 

Buffett released his annual shareholder letter on Saturday, revealing some of Berkshire Hathaway's top holdings in 2019. Yahoo Finance’s Dan Roberts, Jen Rogers and The Corporate Agent CEO and Founder Angelique Rewers to discuss on YFi PM. #Buffett #Apple #Amex #stocks #market Subscribe to Yahoo Finance: https://yhoo.it/2fGu5Bb About Yahoo Finance: At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.

陈建敏 22:44

blue sky 22:45

巴菲特就这只股票今年赚了80亿

陈建敏 22:46

陈建敏 22:49

[weixinfile: https://youtu.be/mRY2zGh70JM]

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Preview YouTube video Warren Buffett reveals top stock holdings: Apple and American Express (AMEX)

Warren Buffett reveals top stock holdings: Apple and American Express (AMEX)

APA stock: Yahoo -> Finance -> Conversation | My purchase plan

Oct. 2, 2021 

I like to think about how to come out the purchase plan. 

4 days ago

Anybody care to weigh in with your price projections for APA for: 1) Feb/March 2022; 2) November 2022, and; 3) 2023??

IMO - APA is "one year behind" some other O&G E&P's - I also have positions in COP, DVN, PXD - principally due to current debt load prohibiting them from enacting share-holder returns (buybacks and/or dividends) comparable to the aforementioned. Even assuming reasonable retracement in current commodity prices from current levels (i.e. $70 WTI) - even without assigning potential future value to Egypt and/or Suriname!! - APA should be able to pay down the lion's share of their existing debt by . . . this time next year?? . . . thereby positioning them to proceed with returns to shareholders that are more comparable with some of the aforementioned, and as a result be valued by the market more comparably (whether you measure it by a pretty standard metric like PE, or price-to-EBITDA). To me, APA remains a "show me" story to most analysts, keeping them from increasing their TP beyond pennies at a time; once APA EXECUTES what they SHOULD be able to do (earnings; paying down debt) for a couple of consecutive quarters, don't be surprised to see those $27 target prices increased dramatically. How's that for "pumping"? :-D

At current share prices, I am NOT selling ANY of my COP, DVN or PXD, BUT I'm likewise not buying more, WHEREAS I AM considering buying more APA (to me, APA has much greater potential for upside in share price). My November 2022 APA price projection - $42; my 2023 APA price projection - $48+.

So . . . feel free to tell me that I'm dreaming.

APA stock: Upgrade to strong buy | $3.67/ share earning in 2021

Oct. 22, 2021

Here is the article. 

All You Need to Know About APA (APA) Rating Upgrade to Strong Buy

Zacks Equity Research

Fri, October 22, 2021, 9:00 AM

In this article:

APA (APA) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for APA basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock Prices

The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for APA imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate Revisions

Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>>.

Earnings Estimate Revisions for APA

For the fiscal year ending December 2021, this oil and natural gas producer is expected to earn $3.67 per share, which is a change of 439.8% from the year-ago reported number.

Analysts have been steadily raising their estimates for APA. Over the past three months, the Zacks Consensus Estimate for the company has increased 24.1%.

Bottom Line

Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of 'buy' and 'sell' ratings for its entire universe of more than 4000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a 'Strong Buy' rating and the next 15% get a 'Buy' rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

KMI stock: Pipeline | Terminal | High dividend stock 6%

Kinder Morgan profit rises as fuel demand heats up

Wed, October 20, 2021, 1:13 PM

(Reuters) - Kinder Morgan Inc posted a 4.1% jump in adjusted profit for the third quarter on Wednesday, as a rebound in fuel demand from pandemic lows boosted the pipeline operator's volumes.

With people taking to the roads again and air travel picking up as international borders reopen, Kinder Morgan reported a jump of 9% in gasoline volumes and a 56% surge in jet fuel volumes.

The company also posted a 3% rise in gas pipeline volumes as a scramble to fill gas inventories before the winter heating season in Europe and Asia steadily boosted exports of liquefied natural gas from the United States.

"We continue to benefit from growing global natural gas demand. Our assets are well-positioned to serve growing domestic markets and export locations for LNG and Mexico," Chief Executive Officer Steve Kean said.

The Delta variant of COVID-19 had hit refined products volumes during the period, but the company expects the impact to ease in the fourth quarter.

Kinder Morgan, which pushed into the renewable natural gas business with the $310 million purchase of privately held Kinetrex Energy this year, said it was looking to take advantage of the global transition to green energy by seeking opportunities in the space.

Kinetrex and natural gas pipeline firm Stagecoach Gas Services, which Kinder Morgan bought in July, are expected to slightly outperform the company's expectations for the year.

Adjusted profit rose to $505 million, or 22 cents per share, in the third quarter ended Sept. 30, from $485 million, or 21 cents per share, a year earlier.

Analysts on average had estimated 24 cents per share, according to Refinitiv IBES data.

Revenue of $3.82 billion beat estimates of $3.26 billion.

(Reporting by Ruhi Soni in Bengaluru; Editing by Devika Syamnath)

BKR stock: Oil stock | Baker Hughes Co | Employee: 55,000

 Baker Hughes Co是一家能源技术公司。该公司通过四个业务分部运营：油田服务（OFS）、油田设备（OFE）、涡轮机械和工艺解决方案（TPS）和数字解决方案（DS）。OFS为陆上和海上油气作业的整个生命周期设计和制造产品和服务，包括勘探、钻井、评估、完井、生产、干预和废弃。OFE提供在钻井期间和油田生命周期中使用的一系列关键任务产品和服务。TPS为油气行业和能源行业的机械驱动、压缩和发电应用提供设备和相关服务。DS将硬件技术与企业级软件产品和分析相结合，以连接工业资产，为客户提供数据、安全和保障。该公司向石油和天然气市场分销产品和服务。

BKR BAKER HUGHES COMPANY

Baker Hughes Co.是一家控股公司，主要提供油田产品、服务和数字解决方案。它通过以下四个部分运作:油田服务(OFS)，油田设备(OFE)，涡轮机械和过程解决方案(TPS)和数字解决方案(DS)。OFS部门为油井的整个生命周期内的海上和海上作业提供产品和服务，包括钻井、评价、完井、生产和干预。OFE部门提供广泛的产品和服务组合，以促进油气从海底井口安全可靠地流向地面生产设施。TPS部门为机械驱动、压缩和发电应用提供设备和相关服务。DS部门提供运营技术，帮助改善资产密集型产业的健康、生产率和安全性，并使工业物联网成为可能。公司成立于2016年10月28日，总部位于德克萨斯州休斯顿