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Investment Watchlist
Company | Debt/Equity Ratio | Free Cash Flow | Opportunity | Date Added |
|---|---|---|---|---|
RTX Corp (RTX) | Collins' aerospace componentry and subassemblies, among Pratt & Whitney's engines, and Raytheon's missiles, sensors, and communications offerings, is placed to benefit the secular aerospace growth. | 01/02/2024 | ||
U.S. BANCORP (XNYS:USB) | 0.91 | 13.4840 Bil | The bank has national scale and a unique mix of fee-generating businesses, including payments, corporate trust, wealth management, and mortgage banking, all while avoiding investment banking. | 07/17/2023 |
Advanced Micro Devices Inc (AMD) | 0.05 | 2.5 bil | Significant growth opportunity ahead as it capitalizes on favorable trends in data centers, artificial intelligence, and gaming. We’re optimistic about future investments in data center and artificial intelligence products | 05/03/2023 |
Lithium Americas Corp LAC | 0.31 | (-73.8) mil | LAC's initial project, Cauchari-Olaroz, will enter production later this year. This should make the company profitable in relatively short order | 03/21/2023 |
Albemarle Corp (ALB) | 0.48 | 646.2 mil | Albemarle is one of the world's largest lithium producers, As electric vehicle adoption increases, high-double-digit annual growth in global lithium demand is expected. | 03/21/2023 |
NXP Semiconductors (NXPI) | 1.5 | 2.6 bln | The merger of Freescale and the former NXP in 2015 has led to a powerhouse in automotive semiconductors, which makes up about 50% of NXP’s total revenue. Like many of its chipmaking peers, NXP is well positioned to benefit from safer, greener, smarter cars in the years ahead. NXP is among the market leaders in automotive semis, especially in microcontrollers (MCUs), that serve as the brains of a variety of electronic functions in a car. | 03/17/2023 |
Amazon (AMZN) | 0.93 | (-26.32 bil) | Despite near-term pressures on online stores and subscription services, AWS enjoys a strong backlog growth, proactively helping customers manage cloud computing costs as the economy slows | 01/13/2023 |
Meta (META) | 0.2 | 26.4030 bil | Meta’s network effect remains intact given the firm’s encouraging user count and engagement metrics, which position Meta to accelerate revenue growth in late 2023, with the assumption that macro uncertainty eases | 01/13/2023 |
Roche Holding (RHHBY) | 0.89 | 17.7920 bil | Despite gantenerumab’s failure, Roche’s established portfolio and strong pipeline in oncology, as well as continued solid growth prospects for other key drugs in immunology and hematology | 01/13/2023 |
Taiwan Semiconductor Manufacturing (TSM) | 0.32 | 511.6986 bil | Firm is ramping up research and development expenses by 20% from last year—and investments in future nodes and automotive products do not seem to slow down through tripling its investment in Arizona and evaluating a second fab in Japan and a new plant in Europe | 01/13/2023 |
Google (GOOG) | 0.11 | 62.5 bil | Undervalued from recent sell-offs. Google's ecosystem, particularly Youtube and Cloud will create additional revenue growth. | 01/03/2023 |
Microsoft (MSFT) | 0.35 | 63 bil | Azure is the centerpiece of the new Microsoft that grew at 45% rate in 2022 along with traditional office productive tools beocming cloud solutions. | 01/03/2023 |
Air Products & Chemicals (APD) | 0.58 | 303 mil | Sound balance sheet, consistent increase in shareholder returns. Plans to invest $4 billion in a green hydrogen production project | 01/02/2023 |
Veeva Systems (VEEV) | 0.02 | 741 mil | Leading cloud CRM tailored for life science industry, tracking a year ahead of their 2025 revenue goal of $3 billion. | 12/01/2022 |
Snowflake (SNOW) | 0.04 | 348 mil | first mover advantage in multi-cloud database offering data lake and data warehouse platform, cuts significant cost of ownership. | 12/01/2022 |
GSK PLC (GSK) | 2.11 | 6.9 bil | Oversold due to concern over Zantac litigation. Diverse portfolio that spans respiratory, HIV, and vaccines. | 11/01/2022 |
Anheuser-Busch InBev (BUD) | 1.15 | 7.5 bil | Accelerated digital transformation and strong consumer demand continue to increase earnings. | 10/03/2022 |
Uber (UBER) | 1.74 | 506 mil | Ground transportation recovery, 83% growth from last year | 09/02/2022 |
Lyft (LYFT) | 1.3 | (-334.84) mil
| Ground transportation recovery, 22% growth from last year. Undergoing cost cutting measures and profitability expected in 2025. | 09/02/2022 |
Caesars Entertainment (CZR) | 3.35 | (-261) mil | Casino reopening, higher revenue expectation from sports-betting larger than MGM. | 09/02/2022 |
These are investment opportunities are periodically updated from Morningstar and other news sources
These bond fund selections are primarily short to medium term focused until interest rates are stabilized
Bond | Category | Effective Duration | Portfolio | Last Updated |
|---|---|---|---|---|
Baird Short-Term Bond Inst (BSBIX) | US Fund Short-Term Bond | 1.89 | Government (28%), Corporate (55%) | 01/02/2023 |
Vanguard Short-Term Treasury (VGSH) | US Fund Short Government | 1.89 | Government (99%) | 01/02/2023 |
Vanguard Long-Term Bond ETF (BLV) | US Fund Long-Term Bond | 14.36 | Government (49%), Corporate (47%). | 07/17/2023 |
PGIM High Yield A (PBHAX) | US Fund High Yield Bond | 4.43 | Corporate (83%) | 01/02/2023 |
Dodge & Cox Income (DODIX) | US Fund Intermediate Core-Plus Bond | 5.50 | Government (12%), Corporate (39%). Securitized (43%) | 01/02/2023 |
Fidelity Total Bond Fund (FTBFX)
| US Fund Intermediate Core-Plus Bond | 6.1 | Government (26%), Corporate (42%). Securitized (24%) | 01/02/2023 |
Disclaimers: All data and information is provided “as is” for informational purposes only, and is not intended for trading purposes or financial, investment, tax, legal, accounting or other advice. Please consult your broker or financial representative to verify pricing before executing any trade. Mesh Invest is not an investment adviser, financial adviser or a securities broker. None of the data and information constitutes investment advice (whether general or customized). The financial products or operations referred to in such data and information may not be suitable for your investment profile and investment objectives or expectations. It is your responsibility to consider whether any financial product or operation is suitable for you based on your interests, investment objectives, investment horizon and risk appetite. Mesh Invest shall not be liable for any damages arising from any operations or investments in financial products referred to within.
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