ONEOK Action Forum

The coming week summarized:

Monday:

• New home sales (January)
• Quarterly reports from Workday ($WDAY (+0,04 %) ), Zoom Video Communications ($ZM (+2,61 %) ), Domino's Pizza ($DPZ (+3,32 %) ) and Unity Software ($U (-5,68 %) )

Tuesday:

• Orders for durable goods (January)
• S&P Case-Shiller Home Price Index
• Consumer Confidence (February)
• Quarterly reports from Lowe's ($LOW (+2,33 %) ), ONEOK ($OKE (+3,15 %) ), Bank of Montreal ($BMO (+0,97 %) ), American Tower ($AMT (+3,55 %) ) and AutoZone ($AZO (-0,49 %) )

Wednesday:

• Gross Domestic Product of the USA (first revision of the fourth quarter)
• US trade balance (January)
• Retail inventories (January)
• Wholesale inventories (January)
• Quarterly reports from Salesforce ($CRM (+4,64 %) ), Snowflake ($SNOW (-1,55 %) ), Royal Bank of Canada ($RY (-0,13 %) ), HP ($HPQ (-0,4 %) ), TJX ($TJX (+1,65 %) ), Paramount Global ($PARA (-3,73 %) ) and Monster Beverage Corp. ($MNST (+1,28 %) )

Thursday:

• Personal Consumer Price Index (PCE)
• Initial claims for unemployment benefits
• Pending home sales (January)
• Statements by Atlanta Fed President
  Raphael Bostic, Chicago Fed President Austan Goolsbee and Cleveland Fed President Loretta Mester
• Quarterly reports from Anheuser-Busch InBev ($BUD (-0,47 %) ), Dell Technologies ($DELL (-1,28 %) ), Toronto-Dominion Bank ($TD.PR.P ), Hewlett Packard Enterprise ($HPE (+4,52 %) ) and Best Buy ($BBY (-1,61 %) )

Friday:

• Statements from Dallas Fed President Lorie Logan, Federal Reserve Board Gov. Christopher Waller, Atlanta Fed President Bostic and San Francisco Fed President Mary C. Daly
• Quarterly reports from RadNet ($RDNT (+2,65 %) ), Plug
  Power ($PLUG (+1,6 %) ) and FuboTV ($FUBO )

Since I have buried myself again in Rabbit hole stock picking and am looking for a Tenbagger, here times for the round, which of the listed here could possibly be with the most potential. These are mirco/small caps, which are a pure bet, total loss calculated possible! SOS ahoy.

Plan: horizon 5-6 years ; follow companies then of course.

Buzzword bingo like pricing power, P/E ratio KUV, sun moon and stars may be used with pleasure.

Source: Martin Lochner video on this (he used to be at Mission Money). His sales stuff on his website no idea not looked at closely.

https://youtu.be/miQjbLKmc4I

His source:

https://static1.squarespace.com/static/5aaacb57506fbe4636414126/t/5f85c428b4bac16b20450df0/1602602051503/Conclusion+Deck-+Makings+of+a+MultiBagger+-+FINAL-compressed.pdf

Of interest to Generation Faulies:

F.18 and F.19 High Level Take aways.

The companies from the video are, behind them my gut commentary. No analysis. I make for really m.M.n. interesting then again dedicated.

1st Chart Industries: Industrial stuff $GTLS (+3,03 %)
https://www.chartindustries.com/

2. Paramount Global (Viacom): Broadcasting/Streaming: knowing the industry, I still see a lot of consolidation and clearly rather no. $PARA (-3,73 %)

3. PagSeguro Digital: $PAGS PSP Payment Service Provider like an Adyen, Stripe and for the German ones something like concardis. Fiercely competitive field, technical hurdles are relatively medium (PCI & Sox available = high data security, banking license, etc.). Winners are local heros, as soon as the critical mass of merchants is reached. Are there some LATAM homies here who could say something about the store? https://international.pagseguro.com/

4th AG Growth: $AFN (+0,86 %) Agricultural machinery. Canadian shares - no thanks. https://www.aggrowth.com/

5. Ameal Pharma: $AMRX (+2,87 %) Do generic drugs -.

https://amneal.com/products/our-portfolio/

6. Maas Group: $MGH Heavy construction equipment from Australia is something I've always wanted to have https://maasgroup.com.au/

7. jazz pharmaceuticals: $JAZZ (+4,6 %) Medicines for people with serious illnesses. Homebias have an office in Munich. 😊 https://www.jazzpharma.com/

8. okeanis: $OKE (+3,15 %) Tankers with special filters with less exhaust. See YT video. https://www.okeanisecotankers.com/

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗣𝗵𝗮𝗿𝗺𝗮, 𝗔𝘂𝘁𝗼 𝘂𝗻𝗱 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺

𝗜𝗣𝗢𝘀 🔔

Biofrontera AG ($B8F) - The US subsidiary Biofrontera Inc. is going public. This is expected to raise gross proceeds of approximately $18 million.

The Leverkusen-based company specializes in dermatological pharmaceutical products and markets a drug for photodynamic therapy.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Blackstone Group ($BBN1 (+1,53 %)), Citigroup ($TRVC (+1,33 %)), Hasbro ($HAS (+1,5 %)), Texas Instruments ($TII (+2,43 %)), Evertec ($2EV (+1,22 %)), Kinder Morgan ($2KD (+2,78 %)), Oneok ($ONK (+3,15 %)) and Banco Santander ($BSD2 (-1,34 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Air France-KLM ($AFR), Bank of China ($BOF (+1,01 %)), BNP Paribas ($BNPQY), Caixabank ($48CA (-2,07 %)), Chevron Corporation ($CHV (+0,94 %)), Daimler AG ($DAI (-3,33 %)), FORTEC Electronics ($FEV (+1,62 %)), W. W. Grainger ($GWW (+1,93 %)), Nomura Holdings ($NSE (+3,47 %)), PetroChina ($PC6 (-1,57 %)) and Weyerhaeuser ($WHC (+1,23 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Daimler ($DAI (-3,33 %)) - Despite a massive slump in sales, Daimler was able to post surprisingly good figures in the past quarter. Thanks to rising prices, the group was able to keep its revenue almost stable and even increase its profit. The share price has risen in recent weeks from 70 euros in mid-September to just under 84 euros. Net profit increased by 21 percent and now stands at 2.47 billion euros. Analysts expect the share price to rise, as Daimler has proven to be robust and resilient.

Facebook / Meta ($FB2A (+0,4 %)) - The group is renaming itself "Meta." This is intended to create a brand that unites all of the Group's companies and products. The reason for this name is the planned metaverse that the Group wants to build.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Ethereum ($ETH-USD (-0,31 %)) - After the successful launch of the Altari Beacon Chain Upgrade, ETH was able to reach a new all-time high of $4,400.97 last night. Said upgrade paves the way for ETH 2.0, which will then be based on proof-of-stake rather than proof-of-work. ETH has been able to maintain bullish momentum since Julie, when the price of it was still at $1,780. Ethereum has particularly benefited from the DeFi & NFT boom in recent months.

Follow us for french content on @MarketNewsUpdateFR