Friday Investment Talk: Semiconductors, Inflation, Bonds and Biotech
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
Stock Commentary
We update some notes on 20 stocks that we have covered on our blog and Telegram channel. Many present very compelling opportunities right now.
Trade Idea: Rebound from Overreaction
A high flying medical diagnostics company has investors scared of falling revenue after COVID vaccines become available. The reaction was a strong sell off and now the stock is back on track towards its all time highs.
Stock Research: A Dialysis Play
U.S., estimated annual dialysis spending approximates $74B and the main market players have not changed for 30 years. A new medtech company is set to disrupt the market.
Stock Research: Recent Medtech IPO
We are following up on a recent IPO idea published on our telegram channel. This Medtech company looks towards a post COVID expansion in Europe and Asia.
Another MedTech Trade Idea
We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.
Medtech: Diabetes Stock Idea
Two companies compete in a large and growing diabetes market in the US. New technology brings a complementary, yet competitive product to the market that is gaining market share. Is a take over opportunity coming?