GBA Presents: THE BARE ESSENTIALS

Let's Get Windy-

Europe is going all in on any alternative source of energy they can find. And in general they have some great places for wind farms. Some constant wind.

This upgrade is significant and important-- and happening now fora reason.

Vestas Wind soars after Credit Suisse longtime bear turns bulllish
Apr. 05, 2022 11:19 AM ETVestas Wind Systems A/S (VWDRY)
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Vestas Wind Systems(VWDRY+7.8%)flies high after Credit Suisse double-upgraded shares to Outperform on Tuesday after six-and-a-half years with an Underperform rating, saying Europe's energy crisis has raised confidence in the impetus behind increasedwind installations.

European wind installations should accelerate from 2024, driven by diversification away from fossil fuels, especially natural gas from Russia, Credit Suisse's Mark Freshney said.

The analyst also said 2022 should mark the end of cost and margin pressures for Vestas, with supply chain bottlenecks bottoming in Q3 as volumes come down and port congestion reduces.

Separately, Vestas said Tuesday that it has introduced a new wind turbine that offers enhanced performance in low-to medium-wind conditions.

Based on its EnVentus turbine platform, Vestas said its new V172-7.2 megawatt turbine delivers a 12% increase in annual energy production compared to its V162-6.2 megawatt variant in low-wind conditions.
 
Yesterday out of the blue I had this feeling for BNTX. This came over me after hearing a health official on the radio talking about China. Biontex has relationships thre.

Today I get this news of Pfizer and I realize what is happening is THE SAVANT is cluing in on some China deal about to break in the Covid space--

And so why Not Pfizer?

Pfizer rebounds as Citi starts positive Catalyst Watch and raises price target
Apr. 05, 2022 11:07 AM ETPfizer Inc. (PFE)
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Following five straight sessions of declines, the shares of Pfizer (PFE+2.2%) are trading higher on Tuesday after Citi raised its price target and initiated a positive Catalyst Watch on the pharma giant.

The target raised to $57 from $46 per share reflects a new NPV model that includes a conservative forecast for COVID-related revenue, assuming no new variants of concerns.

While the firm’s 2023-24E earnings per share forecast for Pfizer (NYSE:PFE) stands 60% above consensus, the analysts led by Andrew Baum reaffirmed the neutral rating on the stock.

“We expect the stock to struggle to outperform in the absence of evidence of the next virulent variant as economically constrained western governments likely downsize planned Paxlovid orders,” they wrote, highlighting the prospects for the company’s COVID-19 pill.

However, the team does not rule out an upgrade on rating and EPS in the event of the emergence of a new variant and increased government spending on Paxlovid.

Reasons for the positive Catalyst Watch include sizable Paxlovid sales in China. The analysts argue that the country will rely heavily on the treatment as it battles the breakthrough cases despite a zero COVID strategy expected to last until March 2023.

In response to an uptick in cases, China revised its pandemic guidelines last month to include Paxlovid aspart of its COVID-19 response.
 
Carnival Corporation (CCL+5.9%), Norwegian Cruise Line Holdings (NCLH+2.7%), Royal Caribbean Cruises (RCL+1.8%) and Lindblad Expeditions (LIND+2.4%) all broke higher in early Monday trading after Carnival reporteditshighest booking weekever between March 28 and April 3 following easing COVID protocols.

"The excitement of the industry’s restart, our successful return of our entire fleet, the guest reaction to Mardi Gras, our loyal guest response to our 50th birthday this year, the support of our travel advisor partners — and of course, the amazing work of our Carnival team — have all contributed to the strong demand we are seeing, and this record-breaking booking week," stated Carnival Cruise Line President Christine Duffy on the development.
 
JOSH BUYING RH ALERT******* ALERT*********

$354 JOSH DOUBLES POSITION.

OVERHANG REMOVED OWNER SOLD // Bershrire Hatrhoway !!!! ADDING RH TO PORTFOLIO!!!

14 X earn!!! :D
 
Watch for aggressive buybacks at RH - Gordon Haskett
Apr. 05, 2022 8:43 AM ETRH
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RH (RH) disclosed in aSEC filingthat CEO Gary Friedman had completed the sale of roughly 1.7 million shares after exercising his 2,876,826 IPO options that were set to expire next November. Friedman said the sales were also to satisfy corresponding tax obligations.

Gordon Haskett analyst Chuck Grom weighed in early on Tuesday on the development.

"With the company's blackout window beginning next Friday (4/15/22)... we were optimistic that such a transaction would occur in a timely manner – thereby allowing the company to utilize the $2.0+ billion in cash that is now sitting on the company's balance-sheet. Simply put, we believe it's very likely that the company will soon get aggressive on share buybacks and/or addressing its outstanding convertible bond positions, particularly with the stock having been cut in half over the past year and now trading at only 13x our 2022E EPS."

Grom and team think there remains a high degree of uncertainty on the direction of RH's revenue tallies, but are optimistic that sales trends will begin to stabilize as was noted to be the case following the deceleration in trends RH experienced in December of 2018.

Gordon Haskett has an Accumulate rating on RH (RH) and price target of $465, which reps more than 40% upside potential.
 
W. P. Carey CEO says his REIT is best positioned for higher inflation--

WP is a stoney -fave stock // My Mom was friends with a member of the family. Great Co.
 
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