4 Renewable IDEAS)
AGR-
TPIC-
BUSXD
BWEN
1 Healthy market-
Sprouts Farmers Market, Inc. (SFM)
AGR-
TPIC-
BUSXD
BWEN
1 Healthy market-
Sprouts Farmers Market, Inc. (SFM)
GBA's "2021 Stock Phantasma"
- Thread starter stonedinvestor
- Start date
Here is a PLTR-like stock they have an evil genius type CEO but these guys have actually done really well. The Company is called Affirm and was a recent IPO.
There is a huge trend now in online shopping buy now pay later-- remember that huge European Company! Well they are doing it the right way-- I suspect these guys are fleecing their customers with high % rates...
Affirm stock still 'a good play' on future of shopping, Barron's says 10:02 AFRM The next few months should be boom times for retailers as stimulus checks pump up the economy, but consumers aren't shopping the way they used to as they are souring on credit, and they are increasingly likely to shop online with a digital wallet rather than pull out cash in a store, Daren Fonda writes in this week's edition of Barron's. The trends are fueling the "buy now, pay later," and they could lift the shares of Affirm Holdings, adds the author.
There is a huge trend now in online shopping buy now pay later-- remember that huge European Company! Well they are doing it the right way-- I suspect these guys are fleecing their customers with high % rates...
Affirm stock still 'a good play' on future of shopping, Barron's says 10:02 AFRM The next few months should be boom times for retailers as stimulus checks pump up the economy, but consumers aren't shopping the way they used to as they are souring on credit, and they are increasingly likely to shop online with a digital wallet rather than pull out cash in a store, Daren Fonda writes in this week's edition of Barron's. The trends are fueling the "buy now, pay later," and they could lift the shares of Affirm Holdings, adds the author.
Affirm price target lowered to $92 from $120 at Deutsche Bank 03/17 AFRM Deutsche Bank analyst Bryan Keane lowered the firm's price target on Affirm to $92 from $120 and keeps a Hold rating on the shares after meeting with management. The target drop reflects lower peer group valuations, Keane tells investors in a research note.
3/25
Affirm initiated with a Neutral at BofA 03/25 AFRM BofA analyst Jason Kupferberg initiated coverage of Affirm with a Neutral rating and $78 price target. Affirm offers consumers a "more transparent and financially-friendly alternative" to traditional credit cards, Kupferberg tells investors in a research note. However, the analyst thinks the ongoing rotation out of growth stocks and the pending lock-up expiration of 140M shares could remain a source of near-term volatility for the stock
... So Van could you nail down the lock up period when it begins??? Has it happened???? it's 4/11.
Feb 11th stk peaked at $ 139 <-----
Long slide to $74
Now $70.
VERDICT This Stock May Have Bottomed! <----
3/25
Affirm initiated with a Neutral at BofA 03/25 AFRM BofA analyst Jason Kupferberg initiated coverage of Affirm with a Neutral rating and $78 price target. Affirm offers consumers a "more transparent and financially-friendly alternative" to traditional credit cards, Kupferberg tells investors in a research note. However, the analyst thinks the ongoing rotation out of growth stocks and the pending lock-up expiration of 140M shares could remain a source of near-term volatility for the stock
... So Van could you nail down the lock up period when it begins??? Has it happened???? it's 4/11.
Feb 11th stk peaked at $ 139 <-----
Long slide to $74
Now $70.
VERDICT This Stock May Have Bottomed! <----
-AFRM-
Added to watch list. Heading back to NYC we actually got some sun this weekend!!!! Oh glorious sun all powerful sun....
Why California is cool? You may be in a fish shop when this happens-
Don Carlos performs 'Mr. Sun' with Dub Vision at the Reel Fish Shop in Sonoma California on April 21, 2018. Don performed a request by the gentleman in the sun t shirt, and went on to perform many more requests before the end of the show.
Added to watch list. Heading back to NYC we actually got some sun this weekend!!!! Oh glorious sun all powerful sun....
Why California is cool? You may be in a fish shop when this happens-
Don Carlos performs 'Mr. Sun' with Dub Vision at the Reel Fish Shop in Sonoma California on April 21, 2018. Don performed a request by the gentleman in the sun t shirt, and went on to perform many more requests before the end of the show.
Slow day for news-
Trex Company upgraded to Buy from Hold at Truist 06:11 TREX Truist analyst Keith Hughes upgraded Trex Company to Buy from Hold.
- When asked what risk worries him the most, Powell answers "cyber-risk," specifically a scenario where a financial institution would be unable to track payments in its system.
Trex Company upgraded to Buy from Hold at Truist 06:11 TREX Truist analyst Keith Hughes upgraded Trex Company to Buy from Hold.
AU Optronics March revenue jumps 49.8% Y/Y and 20.0% M/M- AU Optronics(OTCPK:AUOTY)reportsMarch revenue of NT$30.72B (+49.8% Y/Y, +20.0% M/M).
- Consolidated revenues in Q1'21 were NT$82.94N (+54.5% Y/Y, +3.0% Q/Q).
- The total panel area shipment reached around 2.21M square meters in March 2021, +10.1% M/M.
- In Q1'21, the total panel area shipment reached around 6.35M square meters (+15.2% Y/Y, -6.3% Q/Q).
"Part of the runup in stock prices over the past year is due to the rebound in earnings we will see over the next few quarters. However, now that interest rates, oil prices and the dollar index have each been rising for some time, earnings growth will almost certainly peak and rollover next year, falling back into negative territory. As the stock market discounts fundamentals roughly 18 months into the future, according to Stan Druckenmiller, this bearish reversal in fundamentals could begin to affect stock prices relatively soon."- Jesse Felder
- "The Microsoft cofounder", Bill Gates, now has total holdings of almost 250,000 acres.
- In part, the world’s growing population factors into that focus.
- The idea that arable land is disappearing due to climate change and industrialization is another.
FDA authorizes first single-use, PCR quality otc Lucira Covid test 07:13 LHDX
If you guys haven't noticed one trick I like to do is come on here and bitch and moan about a stock not working and then somehow they often wake up! I called it my Most frustrating stock!!! Yea!-- Avantor Rises!
Well, well well,,, AVTR $27---> $31 since my post and today...
Avantor to acquire Ritter GmbH and affiliates for EUR 890M 07:07 AVTR-
Well, well well,,, AVTR $27---> $31 since my post and today...
Avantor to acquire Ritter GmbH and affiliates for EUR 890M 07:07 AVTR-
Regeneron has sat out this whole Covid fight. Is it time?
Regeneron’s Covid-19 Antibody Protects Household Contacts From Infection
April 12, 2021 8:33 am ET
BARRON'S NEWSLETTERS
The Barron's Daily
The antibody treatment could offer protection to people who live with individuals who have been infected with Covid-19.
Trials of Covid-19 antibody treatments have turned up consistently positive data in recent months, but those benefits have mostly been seen in a narrow group of people who were already sick.
On Monday,Regeneron changed that. It released data on two studies that, with the U.S. Food and Drug Administration’s nod, could expand the usage of Regeneron’s antibody therapy.
Antibody therapies for Covid-19 from a handful of drug companies have demonstrated their ability to dramatically reduce the risk of hospitalization and death in patients with mild to moderate illness at high risk of progressing to severe disease. Regeneron’s (ticker: REGN) antibody cocktail, known as REGEN-COV, reduced hospitalization and death by 70% in high-risk nonhospitalized patients.
The cocktail received emergency use authorization in November.
Now, Regenron says that new data shows that REGEN-COV can prevent infection, too.In a Phase 3 trial run jointly with the National Institute of Allergy and Infectious Diseases at the National Institutes of Health, the antibody cocktail was given to uninfected people living in the same household as recently infected people. Subcutaneous injections of REGEN-COV reduced the risk of symptomatic infection in those household contacts by 81%.
People in the trial who received the antibody therapy but did get infected anyway had symptoms for less time than those in the placebo group who got sick.
“With more than 60,000 Americans continuing to be diagnosed with COVID-19 every day, the REGEN-COV antibody cocktail may help provide immediate protection to unvaccinated people who are exposed to the virus,” said Regeneron’s chief scientific officer, Dr. George Yancopoulos, in a statement.
The company said it would ask the FDA to expand the emergency use authorization of REGEN-COV to include use to prevent Covid-19. Regeneron shares were up 1.3% in premarket trading.
The stock is down 1.6% so far this year, and down 8.1% over the past 12 months.
In addition to the prevention trial, Regeneron also on Monday announced the results of another Phase 3 trial of subcutaneously administered REGEN-COV run with the NIAID, this one in recently infected asymptomaticCovid-19 patients.The company said that the antibody reduced the risk of progressing to symptomatic Covid-19 by 31%. If the patient was not symptomatic by day three, they were 76% less likely to develop symptoms by day 29.
Analysts currently expect $2.4 billion in sales of REGEN-COV in 2021. The company has signed two separate deals to provide doses of the therapy to the U.S. government this year, one for $260 million and one for up to $2.6 billion.A study in March showed that the treatment’s efficacy was the same at a lower 1,200 mg dose level than at the 2,400 mg dose level authorized by the FDA. The FDA has not yet updated its emergency-use authorization to allow for the lower dosing level.
At the lower dosing level, Regeneron would be able to supply 1.25 million doses of the therapy. Under the terms of its January contract with the U.S. government, Regeneron would earn$2.6 billion if it could supply those doses by June 30.
Wow.
Hospitals were staying away because it was too complicated... & expensive. I'm going to take a wild guess here that there is something about this REGN cocktail that is going to come back into favor especially with these variants. I saw that the South Africa I believe is knocking down the Pfizer I believe Vax... (stoned when I was watching the news) But one of the vaccines is not working well against one of the variants, that's a very bad sign for our future.
Lets say a variant comes around that makes the vaccines useless as they are now I bet this REGN cocktail comes back huge.
Your downside would seem limited but... there is a bet here with the Gov and what hey are willing to spend....
Walgreens now administering Covid vaccinations in 49 states
Benchmark sees full FDA approval of Regeneron's REGEN-COV coming
XPeng to debut new LiDAR-equipped smart EV XPeng P5 sedan 09:22 XPEV
S&W Seed management to meet virtually with DA Davidson 08:50 SANW
S&W Seed Company (SANW)- Small Cap that can still rise
$3.7700-0.0300 (-0.79%)
Avantor, Inc. (AVTR)- You were right to hold!
NYSE - Nasdaq Real Time Price. Currency in USD
$33.14+1.41 (+4.44%)<------
As of 10:03AM EDT.
Sprouts Farmers Market, Inc. (SFM)- Do I buy?
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
$26.88+0.78 (+2.99%)
As of 10:03AM EDT.
Dick's lands firmer, longer estimates from Argus ahead of reopening period
Regeneron’s Covid-19 Antibody Protects Household Contacts From Infection
April 12, 2021 8:33 am ET
BARRON'S NEWSLETTERS
The Barron's Daily
The antibody treatment could offer protection to people who live with individuals who have been infected with Covid-19.
Trials of Covid-19 antibody treatments have turned up consistently positive data in recent months, but those benefits have mostly been seen in a narrow group of people who were already sick.
On Monday,Regeneron changed that. It released data on two studies that, with the U.S. Food and Drug Administration’s nod, could expand the usage of Regeneron’s antibody therapy.
Antibody therapies for Covid-19 from a handful of drug companies have demonstrated their ability to dramatically reduce the risk of hospitalization and death in patients with mild to moderate illness at high risk of progressing to severe disease. Regeneron’s (ticker: REGN) antibody cocktail, known as REGEN-COV, reduced hospitalization and death by 70% in high-risk nonhospitalized patients.
The cocktail received emergency use authorization in November.
Now, Regenron says that new data shows that REGEN-COV can prevent infection, too.In a Phase 3 trial run jointly with the National Institute of Allergy and Infectious Diseases at the National Institutes of Health, the antibody cocktail was given to uninfected people living in the same household as recently infected people. Subcutaneous injections of REGEN-COV reduced the risk of symptomatic infection in those household contacts by 81%.
People in the trial who received the antibody therapy but did get infected anyway had symptoms for less time than those in the placebo group who got sick.
“With more than 60,000 Americans continuing to be diagnosed with COVID-19 every day, the REGEN-COV antibody cocktail may help provide immediate protection to unvaccinated people who are exposed to the virus,” said Regeneron’s chief scientific officer, Dr. George Yancopoulos, in a statement.
The company said it would ask the FDA to expand the emergency use authorization of REGEN-COV to include use to prevent Covid-19. Regeneron shares were up 1.3% in premarket trading.
The stock is down 1.6% so far this year, and down 8.1% over the past 12 months.
In addition to the prevention trial, Regeneron also on Monday announced the results of another Phase 3 trial of subcutaneously administered REGEN-COV run with the NIAID, this one in recently infected asymptomaticCovid-19 patients.The company said that the antibody reduced the risk of progressing to symptomatic Covid-19 by 31%. If the patient was not symptomatic by day three, they were 76% less likely to develop symptoms by day 29.
Analysts currently expect $2.4 billion in sales of REGEN-COV in 2021. The company has signed two separate deals to provide doses of the therapy to the U.S. government this year, one for $260 million and one for up to $2.6 billion.A study in March showed that the treatment’s efficacy was the same at a lower 1,200 mg dose level than at the 2,400 mg dose level authorized by the FDA. The FDA has not yet updated its emergency-use authorization to allow for the lower dosing level.
At the lower dosing level, Regeneron would be able to supply 1.25 million doses of the therapy. Under the terms of its January contract with the U.S. government, Regeneron would earn$2.6 billion if it could supply those doses by June 30.
Wow.
Hospitals were staying away because it was too complicated... & expensive. I'm going to take a wild guess here that there is something about this REGN cocktail that is going to come back into favor especially with these variants. I saw that the South Africa I believe is knocking down the Pfizer I believe Vax... (stoned when I was watching the news) But one of the vaccines is not working well against one of the variants, that's a very bad sign for our future.
Lets say a variant comes around that makes the vaccines useless as they are now I bet this REGN cocktail comes back huge.
Your downside would seem limited but... there is a bet here with the Gov and what hey are willing to spend....
Walgreens now administering Covid vaccinations in 49 states
Benchmark sees full FDA approval of Regeneron's REGEN-COV coming
XPeng to debut new LiDAR-equipped smart EV XPeng P5 sedan 09:22 XPEV
S&W Seed management to meet virtually with DA Davidson 08:50 SANW
S&W Seed Company (SANW)- Small Cap that can still rise
$3.7700-0.0300 (-0.79%)
Avantor, Inc. (AVTR)- You were right to hold!
NYSE - Nasdaq Real Time Price. Currency in USD
$33.14+1.41 (+4.44%)<------
As of 10:03AM EDT.
Sprouts Farmers Market, Inc. (SFM)- Do I buy?
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
$26.88+0.78 (+2.99%)
As of 10:03AM EDT.
Dick's lands firmer, longer estimates from Argus ahead of reopening period
- Argus boosts its love of Dick's Sporting Goods(NYSE:DKS)to $92 from $82.
- "While there is uncertainty about what the economy might look like in three years, we are modeling approximately 4% sales growth, an operating margin of 7% and very modest share repurchases."
- Argus raising its Q1 EPS estimate to an erect $0.81 from $0.75 on a slightly higher firmer sales forecast. The FY22 EPS estimate goes to $5.07 from $5.00.
- The firm doesn't have a formal estimate for FY24, but believes that DKS can earn approximately $6.00 per share.
- Argus also issues an improved outlook for the possibility of stoney having sex. Raising their
- assessment rating on that to Medium from Medium-Low at the start of the pandemic.
- estimates on Dick's here.