+ 7 (495) 684-04-00

Category: Investment ideas

Wearable Medtech

couch legs
An analyst has picked up on a beaten down medtech company in an underserved market that is technically set up to run if earnings come out with good news.

Semiconductor Seasonality

Semiconductor stocks are entering a seasonally bullish period. With more upside ahead, we review stocks that are likely to post positive gains.
To access this post, you must purchase Subscription Plan – AVC Pro.

Back to Science

We review a name we had good luck with last year. As medtech has gone nowhere with the Delta variant keeping elective procedures to a minimum, company management feels things are changing for the better.
To access this post, you must purchase Subscription Plan – AVC Pro.

A Pacific Pre-Announce

Shipping pre announces
Investors are usually pleasantly surprised by this critical supply chain player's ability to not only pre-announce better than expected earnings estimates, but also - within weeks - beat those estimates. With increased demand after the COVID pandemic, this trend is likely to continue.
To access this post, you must purchase Subscription Plan – AVC Pro.

Friday Investment Talk: Reasons For Bulls

As seasonality turns bullish, we look at fundamental changes in economic indicators and technical market action. We see many opportunities in equities and highlight healthcare, natural resources, and technology companies.

Sounding Off

Audio market size and growth
The US home audio market continues to grow. A small, but highly relevant player has multiple lawsuits out against bigger players. Judges rulings have been positive initially, and a main date is coming in Q4 for a final decision.
To access this post, you must purchase Subscription Plan – AVC Pro.

Fracking Further

BH Oil Rig Count
We highlighted this US oil producer as a short term trade recently, but now provide a more long-term, in-depth outlook on its bullish prospects.
To access this post, you must purchase Subscription Plan – AVC Pro.

Growth REIT

Rent Rates
This REIT has made some interesting acquisitions and is likely to grow robustly as self-storage trends continue as rent rates increase. Currently, the stock has pulled back to an interesting point.
To access this post, you must purchase Subscription Plan – AVC Pro.

Natural Resources Asset Manager

LNG from Citi
One of the world’s largest and most diversified alternative asset managers with significant revenue streams from utilities, REITs, oil and gas provides a good entry point.
To access this post, you must purchase Subscription Plan – AVC Pro.

Housing Resources

PMI Canada
Assuming the world economy is entering a period of global stagflation and/or accelerating inflation, investments in economies that are closest to the earliest stages of supply chains - ones that have direct exposure to oil and commodities - look most attractive.
To access this post, you must purchase Subscription Plan – AVC Pro.

For Whom

Our Expertise

Our Solutions

This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

Twitter Facebook Linkedin-in Youtube Telegram-plane
Scroll to Top