GBA Presents: THE GREEN MARKET
- Thread starter stonedinvestor
- Start date
janes there are a few others I'm sure you could add to your list although I can't seem to come up with them at the moment.
The damn new variant has been found in Ct.
This is all because of an anime convention at Jacob Javitz/ I know it wouldn't make a difference but I would feel a bit better if it were a global warming conference at he UN where everyone got infected.
Next we will hear about how some Chinese dragon at he anime gathering was dispersing aerosol something with his gas gun...
Really bad News In NYC-- Huge shortage of cream cheese! Big time.
Is there an investment play on this?
The damn new variant has been found in Ct.
This is all because of an anime convention at Jacob Javitz/ I know it wouldn't make a difference but I would feel a bit better if it were a global warming conference at he UN where everyone got infected.
Next we will hear about how some Chinese dragon at he anime gathering was dispersing aerosol something with his gas gun...
Really bad News In NYC-- Huge shortage of cream cheese! Big time.
Is there an investment play on this?
Off the cuff one name comes to mind--- The Bagel shops in NYC all get this base cream cheese that is different that what we buy in the store hat is added to for each store's particular taste...
Why couldn't Chobani step up and provide what Kraft does to the Bagel industry?
Chobani IPO: What You Need to Know
IPO is expected to raise $100 million
Published November 18, 2021
Chobani Inc. is best known for its original flagship product, Greek-style yogurt. But the company in recent years has expanded to produce a broad range of new items. This includes new types of yogurt, including non-dairy yogurt alternatives, and other food products such as oat milk, dairy and non-dairy coffee creamers, ready-to-drink coffee, and plant-based beverages.1
Chobani filed to go public through an initial public offering (IPO) on Nov. 17, 2021 amid a surge in investor interest in health-focused and socially responsible companies. Following the IPO, the company expects shares of its class A common stock to trade on the Nasdaq under the ticker symbol "CHO".
Why couldn't Chobani step up and provide what Kraft does to the Bagel industry?
Chobani IPO: What You Need to Know
IPO is expected to raise $100 million
Published November 18, 2021
Chobani Inc. is best known for its original flagship product, Greek-style yogurt. But the company in recent years has expanded to produce a broad range of new items. This includes new types of yogurt, including non-dairy yogurt alternatives, and other food products such as oat milk, dairy and non-dairy coffee creamers, ready-to-drink coffee, and plant-based beverages.1
Chobani filed to go public through an initial public offering (IPO) on Nov. 17, 2021 amid a surge in investor interest in health-focused and socially responsible companies. Following the IPO, the company expects shares of its class A common stock to trade on the Nasdaq under the ticker symbol "CHO".
IPO's again lol?
Lets go with one that has taken the hit already.
SRAD at $15 Stoney, cream cheese shortage or not.
FINALLY!
Jack in the Box to acquire Del Taco for $12.51 per share in cash 07:33 JACK, TACO
Jack in the Box to acquire Del Taco for $12.51 per share in cash 07:33 JACK, TACO
Flora Growth sees FY22 revenue $35M-$45M, one estimate $38.5M 07:22 FLGC
Grab initiated with an Overweight at JPMorgan 07:22 GRAB JPMorgan analyst Ranjan Sharma initiated coverage of Grab with an Overweight rating and $12.50 price target.
Lets be honest- this stk has held up great!
Academy Sports price target raised to $56 from $52 at UBS 07:21 ASO UBS analyst Michael Lasser raised the firm's price target on Academy Sports to $56 from $52 and keeps a Buy rating on the shares. The company is positioned to report strong sales growth in Q3 as it capitalizes on a favorable demand environment, the analyst tells investors in a research note.
Wallbox initiated with a Buy at UBS 07:21 WBX UBS analyst Chris Snyder initiated coverage of Wallbox with a Buy rating and $25 price target.
Li-Cycle appoints Debbie Simpson as CFO 07:14 LICY Li-Cycle announced the appointment of Debbie Simpson to the role of CFO, effective February 1, 2022. Prior to joining Li-Cycle, Simpson served as the CFO of Maple Leaf Foods, a carbon neutral sustainable protein company with revenues of approximately $4B and over 13,000 employees. Simpson will succeed Li-Cycle's current CFO, Bruce MacInnis, upon his previously indicated retirement and the two will begin working together immediately to ensure a smooth transition and succession.
STOCK-OF-THE-DAY....
CI&T initiated with a Buy at Goldman Sachs 06:42 CINT Goldman Sachs analyst Diego Aragao initiated coverage of CI&T with a Buy rating and $23 price target, which implies 85% upside. CI&T has the capacity to deliver "agile, scalable" digital services, consolidate itself as a digital native specialist and lead the technological evolution of multiple companies, Aragao tells investors in a research note. He sees "solid growth trends," with revenue growing at a 31% annually though 2023, backed by the competitive advantage of being a digital pure play "that is well-prepared to compete with other tech-developing peers."
Grab initiated with an Overweight at JPMorgan 07:22 GRAB JPMorgan analyst Ranjan Sharma initiated coverage of Grab with an Overweight rating and $12.50 price target.
Lets be honest- this stk has held up great!
Academy Sports price target raised to $56 from $52 at UBS 07:21 ASO UBS analyst Michael Lasser raised the firm's price target on Academy Sports to $56 from $52 and keeps a Buy rating on the shares. The company is positioned to report strong sales growth in Q3 as it capitalizes on a favorable demand environment, the analyst tells investors in a research note.
Wallbox initiated with a Buy at UBS 07:21 WBX UBS analyst Chris Snyder initiated coverage of Wallbox with a Buy rating and $25 price target.
Li-Cycle appoints Debbie Simpson as CFO 07:14 LICY Li-Cycle announced the appointment of Debbie Simpson to the role of CFO, effective February 1, 2022. Prior to joining Li-Cycle, Simpson served as the CFO of Maple Leaf Foods, a carbon neutral sustainable protein company with revenues of approximately $4B and over 13,000 employees. Simpson will succeed Li-Cycle's current CFO, Bruce MacInnis, upon his previously indicated retirement and the two will begin working together immediately to ensure a smooth transition and succession.
STOCK-OF-THE-DAY....
CI&T initiated with a Buy at Goldman Sachs 06:42 CINT Goldman Sachs analyst Diego Aragao initiated coverage of CI&T with a Buy rating and $23 price target, which implies 85% upside. CI&T has the capacity to deliver "agile, scalable" digital services, consolidate itself as a digital native specialist and lead the technological evolution of multiple companies, Aragao tells investors in a research note. He sees "solid growth trends," with revenue growing at a 31% annually though 2023, backed by the competitive advantage of being a digital pure play "that is well-prepared to compete with other tech-developing peers."
Great Party. Oh we had a shindig and all the analysts were invited to Lulu's and may I say there was some Russian like Compromiszing! Oh yes comrad, many beautiful beautiful ladies were there....
Lulu's Fashion Lounge initiated with an Outperform at Cowen 06:25 LVLU Cowen analyst Oliver Chen initiated coverage of Lulu's Fashion Lounge with an Outperform rating and $21 price target.
Lulu's Fashion Lounge initiated with an Outperform at Baird 06:25 LVLU Baird analyst Mark Altschwager initiated coverage of Lulu's Fashion Lounge with an Outperform rating and $17 price target.
Lulu's Fashion Lounge initiated with an Overweight at Piper Sandler 06:04 LVLU Piper Sandler analyst Erinn Murphy initiated coverage of Lulu's Fashion Lounge with an Overweight rating and $17 price target. Lulu's has created a "beloved" women's fashion e-commerce brand a customer base of 2.3M compared to Revolve at 1.5M and Princess Polly at 1.4M, Murphy tells investors in a research note. The analyst says the wealth of data from its customers is used to engineer a test and re-order strategy with inventory tightly managed to create scarcity with low discounting and returns.
Lulu's Fashion Lounge initiated with a Buy at Goldman Sachs 05:05 LVLU Goldman Sachs analyst Brooke Roach initiated coverage of Lulu's Fashion Lounge with a Buy rating and $33 price target. . Lulu's is an emerging digitally native womenswear brand that is well positioned to capitalize on a normalization in consumer activity in a potential "return to events" world, Roach tells investors in a research note. Further, the company has "compelling expertise" in eventwear and an attractive merchandise model that limits markdown and fashion risk, says the analyst.
Lulu's Fashion Lounge initiated with an Overweight at KeyBanc 04:57 LVLU KeyBanc analyst Edward Yruma initiated coverage of Lulu's Fashion Lounge with an Overweight rating and $18 price target. The company's "nimble merchandising and strong Gen Z presence" position it well for long-term growth, Yruma tells investors in a research note. The analyst says Lulu's "strong" 10% EBITDA margin "differentiates itself from many e-commerce peers." He finds the stock's valuation "highly compelling" at current levels.
Regeneron initiated with a Buy at Goldman Sachs 06:25 REGN Goldman Sachs analyst…
VYNE Therapeutics assumed with a Buy at H.C. Wainwright 06:09 VYNE H.C. Wainwright analyst Joseph Pantginis assumed coverage of VYNE Therapeutics with a Buy rating and $7 price target. The company's "reinvigorated" pipeline of assets is focused on developing novel therapies for inflammatory indications, Pantginis tells investors in a research note.
Vaxxinity initiated with a Buy at BofA 06:06 VAXX BofA analyst Geoff Meacham initiated coverage of Vaxxinity with a Buy rating and $21 price target. Hide Related Items <<
Weave Communications initiated with a Buy at Goldman Sachs 05:06 WEAV Goldman Sachs analyst Kash Rangan initiated coverage of Weave Communications with a Buy rating and $37 price target. Weave has built a "unique platform" that combines traditionally disparate products resulting in better customer experience, increase in revenues, and costs savings from consolidating multiple point products, Rangan tells investors in a research note. The analyst says the company is 0% penetrated into an $8B market with industry growth levers including small office digitization, customer engagement, cloud, and digital payments. Rangan believes current share levels reflect a "compelling entry point."
Lulu's Fashion Lounge initiated with an Outperform at Cowen 06:25 LVLU Cowen analyst Oliver Chen initiated coverage of Lulu's Fashion Lounge with an Outperform rating and $21 price target.
Lulu's Fashion Lounge initiated with an Outperform at Baird 06:25 LVLU Baird analyst Mark Altschwager initiated coverage of Lulu's Fashion Lounge with an Outperform rating and $17 price target.
Lulu's Fashion Lounge initiated with an Overweight at Piper Sandler 06:04 LVLU Piper Sandler analyst Erinn Murphy initiated coverage of Lulu's Fashion Lounge with an Overweight rating and $17 price target. Lulu's has created a "beloved" women's fashion e-commerce brand a customer base of 2.3M compared to Revolve at 1.5M and Princess Polly at 1.4M, Murphy tells investors in a research note. The analyst says the wealth of data from its customers is used to engineer a test and re-order strategy with inventory tightly managed to create scarcity with low discounting and returns.
Lulu's Fashion Lounge initiated with a Buy at Goldman Sachs 05:05 LVLU Goldman Sachs analyst Brooke Roach initiated coverage of Lulu's Fashion Lounge with a Buy rating and $33 price target. . Lulu's is an emerging digitally native womenswear brand that is well positioned to capitalize on a normalization in consumer activity in a potential "return to events" world, Roach tells investors in a research note. Further, the company has "compelling expertise" in eventwear and an attractive merchandise model that limits markdown and fashion risk, says the analyst.
Lulu's Fashion Lounge initiated with an Overweight at KeyBanc 04:57 LVLU KeyBanc analyst Edward Yruma initiated coverage of Lulu's Fashion Lounge with an Overweight rating and $18 price target. The company's "nimble merchandising and strong Gen Z presence" position it well for long-term growth, Yruma tells investors in a research note. The analyst says Lulu's "strong" 10% EBITDA margin "differentiates itself from many e-commerce peers." He finds the stock's valuation "highly compelling" at current levels.
Regeneron initiated with a Buy at Goldman Sachs 06:25 REGN Goldman Sachs analyst…
VYNE Therapeutics assumed with a Buy at H.C. Wainwright 06:09 VYNE H.C. Wainwright analyst Joseph Pantginis assumed coverage of VYNE Therapeutics with a Buy rating and $7 price target. The company's "reinvigorated" pipeline of assets is focused on developing novel therapies for inflammatory indications, Pantginis tells investors in a research note.
Vaxxinity initiated with a Buy at BofA 06:06 VAXX BofA analyst Geoff Meacham initiated coverage of Vaxxinity with a Buy rating and $21 price target. Hide Related Items <<
Weave Communications initiated with a Buy at Goldman Sachs 05:06 WEAV Goldman Sachs analyst Kash Rangan initiated coverage of Weave Communications with a Buy rating and $37 price target. Weave has built a "unique platform" that combines traditionally disparate products resulting in better customer experience, increase in revenues, and costs savings from consolidating multiple point products, Rangan tells investors in a research note. The analyst says the company is 0% penetrated into an $8B market with industry growth levers including small office digitization, customer engagement, cloud, and digital payments. Rangan believes current share levels reflect a "compelling entry point."
Matterport CEO Pittman: 'We are a transformational business'
Dec. 06, 2021 7:03 AM ETMatterport, Inc. (MTTR)GOOG,AMZN,FB
Dec. 06, 2021 7:03 AM ETMatterport, Inc. (MTTR)GOOG,AMZN,FB
- "We say this is the company that has been digitizing the built world for a decade," Pittman said, in an interview with Seeking Alpha. "Our target market is every building and every country in the world."
- Matterport (MTTR) is working toward that lofty goal with what is called 3D spatial data technology, a combination of different types of cameras, software and applications that are used to capture building spaces and designs and build a 3D "twin" of a specific location. This twin can then be used in a number of situations, such as presenting a realistic look at a home that a real estate agent can use for virtual tours that reach far more potential buyers than a traditional weekend open house.
- "The software is so good that you can download it to your iPhone and digitize your whole house in 20 minutes," said Pittman, who added that Matterport (MTTR) recently added digital twin capture capabilities for Google Android(NASDAQ:GOOG)devices.
- "Android represents 75% of the smartphone market in the world," Pittman said. "And once you put Android into the frame, the number compatible devices that can create a Matterport digital twin is almost unlimited."
- Because of its emphasis on 3D spatial technology, Matterport (MTTR) has also found itself mentioned within the subject of Facebook's(NASDAQ:FB)Metaverse plans. Wedbush analyst Dan Ives said with its current tech offerings, and the Metaverse opportunities, Matterport (MTTR) is in the "early innings" of a potentially huge growth story.
- "They are at the intersection of the transformational Metaverse theme with its Facebook-Meta partnership just the start of a much broader strategy," Ives said. "We expect more technology partnerships heading into the next 12 to 18 months."
- TaskUs (TASK).Digital-outsourcing firmTaskUs (TASK) is the big winning stock among those that will see their lockups expire this week. Although TASK fell 8.5% on Friday and 55.8% from its $85.49 September peak to close the week at a $37.81, the stock remains 64.4% above its June$23 IPO price.TaskUs (TASK) provides Netflix(NASDAQ:NFLX), Uber(NYSE:UBER)and other firms with outsourced CRM, content moderation and other services. The stock popped 35% in itsfirst post-IPO session and rose 271.7% over its first 3-1/2 months.
- Raymond James looks at stocks that may have been unfairly punished by investors looking to realize capital losses.
- "We have sorted Raymond James coverage universe, and included stocks that have underperformed the S&P 500(SP500)(NYSEARCA:SPY)by 10% or more in the past two months, and are down 30% or more from their highs, but have maintained Outperform or Strong Buy ratings by Raymond James analysts," strategist Tavis McCourt writes in a note.
- Given "the uncertainties around virus variants, for many of these names it is difficult to ascertain how much of the underperformance is attributable to tax loss selling vs. a rapid change in investor perception around economic re-openings in 2022," McCourt adds.
- Among large caps they highlight Global Payments(NYSE:GPN), PayPal(NASDAQ:PYPL), Activision Blizzard(NASDAQ:ATVI), Delta Air Lines(NYSE:DAL)and Qualtrics International(NASDAQ:XM).
- For mid caps there is Doximity(NYSE:DOCS), DISH Network(NASDAQ:DISH), Teleflex(NYSE:TFX), Encompass Health(NYSE:EHC), Perrigo(NYSE:PRGO), Bumble(NASDAQ:BMBL), Alaska Air(NYSE:ALK), Avalara(NYSE:AVLR), Oak Street Health(NYSE:OSH)and BridgeBio Pharma(NASDAQ:BBIO).
- In small caps they note Tremor International(NASDAQ:TRMR), ViaSat(NASDAQ:VSAT), Duck Creek Technologies(NASDAQ:DCT), Dave & Buster's(NASDAQ:PLAY), Rent-A-Center(NASDAQ:RCII), Haemonetics(NYSE:HAE), Cheesecake Factory(NASDAQ:CAKE), Itron(NASDAQ:ITRI), SkyWest(NASDAQ:SKYW)and Bloomin' Brands(NASDAQ:BLMN).