ウォーターズに関するコメント

$デュポン・ドゥ・ヌムール(DD.US)$ nice. I can drink carlsberg n sleep well thinking more beer breweries are going to pay my precious Dupont for their water filtration solutions. CHEERS.
$ウォーターズ(WAT.US)$$モルソン・クアーズ・ビバレッジ(TAP.US)$$アンハイザー・ブッシュ・インベブ(BUD.US)$$コカ・コーラ(KO.US)$$ザイレム(XYL.US)$$ThaiBev(Y92.SG)$$レナー(LEN.US)$$D.R.ホートン(DHI.US)$$ペプシコ(PEP.US)$$スリーエム(MMM.US)$$アプライド マテリアルズ(AMAT.US)$$ネットフリックス(NFLX.US)$$アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$$ルルレモン・アスレティカ(LULU.US)$

$デュポン・ドゥ・ヌムール(DD.US)$ water is the most precious n most fragmented industry...who has the best filter who will hv the most water.
$ウォーターズ(WAT.US)$$パランティア・テクノロジーズ(PLTR.US)$$インベスコ ソーラー ETF(TAN.US)$$スターバックス(SBUX.US)$$クラウドストライク(CRWD.US)$

Upgrades
• $アルベマール(ALB.US)$ : KeyBanc Upgrades to Sector Weight from Underweight
• $アリババ・グループ・ホールディング(BABA.US)$ : Bernstein Upgrades to Outperform from Market Perform - PT $130
• $チェック・ポイント・ソフトウェア・テクノロジーズ(CHKP.US)$ : BofA Securities Upgrades to Buy from Underperform
• $シェブロン(CVX.US)$ : HSBC Upgrades to Buy from Hold - PT $167
• $FMC(FMC.US)$ : KeyBanc Upgrades to Overweight from Sector Weight - PT $122
• $ネットフリックス(NFLX.US)$ : Stifel U...

Upgrades
• $グレート・アヤックス(AJX.US)$ : Compass Point Upgrades to Buy from Neutral - PT $16 (from $11)
• $エアロバイロメント(AVAV.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $100 (from $95)
• $カーディナルヘルス(CAH.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $68 (from $55)
•$セレクティス(CLLS.US)$ : Baird Upgrades to Outperform from Neutral - PT $10
• $クーパー(COO.US)$ : Citigroup Upgrades to Buy from Neutral
• $エンデバー・グループ・ホールディングス(EDR.US)$ : Goldman...

Upgrades
• $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $140 (from $98)
• $クーパー(COO.US)$ : Citigroup Upgrades to Buy from Neutral - PT $405 (from $460)
• $エクイティ・レジデンシャル(EQR.US)$ : Mizuho Securities Upgrades to Buy from Neutral - PT $84 (from $92)
• $エセックス・プロパティー・トラスト(ESS.US)$ : Goldman Sachs Upgrades to Buy from Sell
• $タートル・ビーチ(HEAR.US)$ : Wedbush Upgrades to Outperform from Neutra...

A four-decade high in inflation and rising commodities prices are sabotaging businesses. Investors are bothered, eager for companies that can maintain decent profits regardless of increased costs for production.
$ゴールドマン・サックス・グループ(GS.US)$ equity strategists stressed the importance of pricing power for companies when they grapple with inflation.
Pricing power will become increasingly important in the face of continued inflation and cost pressu...

I kept $ウォーターズ(WAT.US)$ all the way until their earnings date because all the news were saying they did a good job and will for sure beat their earnings estimation.
Their stocks drop quite significantly after the earnings. I have to cut loss before it went deeper.
Biggest loss I ever made.