Yeah I think there's a chance we may have seen capitulation on some of the better high flyers last Friday. We'll see. Uber's not going away, that's for sure.
I need you all in this reopening trade. I should get the research I did in the other thread and shift it over. BUY XPOF- Xponential Fitness price target raised to $28 from $26 at Baird 06:52 XPOF Baird a
Cheniere Energy price target raised to $160 from $131 at Barclays 06:47 LNG Barclays analyst Marc Solecitto raised the firm's price target on Cheniere Energy to $160 from $131 and keeps an Overweight rating on the shares. Sentiment around natural gas is "notably improved" and recent management conversations centered around the "robust" liquefied natural gas macro backdrop, growth outlook, and capital allocation, Solecitto tells investors in a research note. The analyst updated his Cheniere model to incorporate Stage 3. Macau imposes more quarantine rules, GGR Asia reports 06:43 LVS, MGM, WYNN, MLCO Macau has imposed… Ok WATCH CZR for any related weakness and pounce-!
Golar LNG price target raised to $30 from $20 at BTIG 06:37 GLNG BTIG analyst Gregory Lewis raised the firm's price target on Golar LNG to $30 from $20 and keeps a Buy rating on the shares. Following a year of repositioning the company, Golar has a much improved capital structure, an existing base of LNG assets which could be FLNG conversion projects, and Floating LNG solutions, which positions the company to win multiple FLNG projects over the next two years, Lewis tells investors in a research note. Does the same reasoning of high gas making some workers stay home when they couldbe going to work stabilize Peloton. Peloton seeing 'strong' demand for subscriptions, says JMP Securities 06:35 PTON JMP Securities analyst Andrew Boone tells investors in a research note that Peloton is seeing "strong" initial consumer demand for all-in subscription pricing that allows consumers to pay $59-$99 per month to rent a Peloton Bike and for a Connected Fitness All-Access Membership subscription, according to sales associates, but acknowledges that calls to stores were on the first day of tests and that distribution remains limited to a handful of markets. Boone, who made no change to his Market Perform rating, is encouraged with recently hired CEO Barry McCarthy's willingness to test ideas, but says revenue visibility remains limited as month-to-date March website visits are down 31% y/y and quarter-to-date website visits are down 20% y/y.
Danone upgraded to Outperform from Market Perform at Bernstein 05:48 DANOY Bernstein analyst Bruno Monteyne upgraded Danone to Outperform from Market Perform with a price target of EUR 56, up from EUR 54. The company "seems to be doing everything right" under new management, Monteyne tells investors in a research note. I have always like this co they make Volvic water which is good.
$32 target on Peloton- I'm starting to get a Peloton vibe! I like new CEO's Peloton initiated with an Equal Weight at Morgan Stanley 05:35 PTON Morgan Stanley analyst Lauren Schenk initiated coverage of Peloton Interactive with an Equal Weight rating and $32 price target. The analyst expects Peloton to remain the "clear leader" in connected fitness, citing its industry-leading content and low churn. However, she lacks visibility and conviction in the company's medium-term outlook and awaits more detail around new CEO Barry McCarthy's go forward strategy.
Yeah Shenzen or whatever its called is shutdown, that's gonna pinch the supply chain some more. They call that place the Silicon Valley of China. Like 15MM people live there. Stoney... wtf is this Omicron "stealth" strain now? Word is it's not only in China, it's starting to spread in Britain too. Why the new moniker "stealth"?
What is the BA.2 or “stealth” Omicron subvariant? The World Health Organization (WHO) is currently monitoring the original Omicron variant, BA.1, along with several additional subvariants BA.1.1, BA.2 and BA.3. The subvariant BA.2 has been referred to as “stealth” Omicron because it has genetic mutations that could make it harder to distinguish from the Delta variant using PCR tests as compared to the original version of Omicron. The Omicron variant has been classified as a variant of concern by the WHO and the Centers for Disease Control and Prevention (CDC). The WHO has indicated that since BA.2 is Omicron, it is a variant of concern. The Omicron variant spreads more easily than the original SARS-CoV-2 strain of the virus that causes COVID-19, and previous variants, including Delta. According to Danish scientists, the Omicron subvariant BA.2, is 1.5 times more transmissible than the original Omicron strain. While there is currently no evidence that the BA.2 lineage is more severe than the BA.1 lineage, experts have warned that BA.2 could extend the current wave of COVID-19 infections in the U.S. What experts are saying about the “stealth” Omicron In the Feb. 2, 2022, episode of the COVID-19 Video Update, AMA Director of Science, Medicine and Public Health Andrea Garcia, JD, MPH, said that cases of BA.2 have increased in Denmark, India and in the U.K. and it could drag out the Omicron surge in much of the world.
Bentley Systems management to meet virtually with KeyBanc 04:55 BSY Virtual Meeting to be held on March 14 hosted by KeyBanc. Axonics remains 'high-conviction idea' at Piper Sandler 04:52 AXNX Piper Sandler analyst… Olin upgraded to Overweight from Sector Weight at KeyBanc 04:39 OLN KeyBanc analyst Aleksey Yefremov upgraded Olin to Overweight from Sector Weight with a $64 price target. Mexican bonds- Yup. I don't how to get them but Peso denominated bonds yielding alot are being gobbeled up by in the know hedgies
You know Van we have a friend who is all tied up in this still. She lives in the Berkshires and they are still paranoid as heck up there. We tried to tell her that we went out and had a good time at a concert and she came back with all this new strain BS> Listen we JUST got our masks off! <----------