$Microsoft (MSFT.US)$ I'm forced to use MS Teams since it's what the DOD has purchased. I hate it. Confusing at times. We usually leave our cameras off because it bogs down if too many video feeds are running.
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Fellow Investors:
I have been telling everyone for quite a while that $Meta Platforms (FB.US)$ and $Alphabet-C (GOOG.US)$ are two of the best buys with the best balance sheets, along with deep and wide moats filled with crocs.
I urge investors when they can, to get out of companies that have no earnings, have no margins, because investing them is, at best, "betting on the come." And people who place their money in companies that are eventually supposed to do all these great things that they're not currently able to do, usually lose money, and are sorely disappointed. This is especially true of the most potently hyped companies.
I have been telling everyone for quite a while that $Meta Platforms (FB.US)$ and $Alphabet-C (GOOG.US)$ are two of the best buys with the best balance sheets, along with deep and wide moats filled with crocs.
I urge investors when they can, to get out of companies that have no earnings, have no margins, because investing them is, at best, "betting on the come." And people who place their money in companies that are eventually supposed to do all these great things that they're not currently able to do, usually lose money, and are sorely disappointed. This is especially true of the most potently hyped companies.
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$Crude Oil Futures(DEC4) (CLmain.US)$ $Tesla (TSLA.US)$ I use about 300-400 gallons of gas a year. So let me sell my car, and buy a $45k car to save about $1k a year. My ROI is only forever. It would take me 3.3 years just to make up on the sales tax.
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$MasterCard (MA.US)$ Seems like they went with a smaller than usual div increase but larger buyback. Makes sense, I hope they increase the pace of buybacks as the current $4.4B outstanding means they bought back around $800m in q4 so far. Should be far more at these prices.
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SpaceX is way ahead of everyone else in Space Tech. I would buy it in a second as long as it does not have the same astronomical valuation as $Tesla (TSLA.US)$. Space the Final Frontier, has Huge opportunities for businesses. Just need to have the technology to make things happen and that's where SpaceX comes In. In fact I believe NASA is planning on exploring one Asteroid in our system that is allegedly worth trillions of dollars (gold & other metals).
But on a more realistic outlook, Civilian Vacations in Space, Space Exploration for the Government (science missions), and MILITARY is definitely a Huge Opportunity. ...to win a major war will depend on our Space Technology. All is my opinion.
But on a more realistic outlook, Civilian Vacations in Space, Space Exploration for the Government (science missions), and MILITARY is definitely a Huge Opportunity. ...to win a major war will depend on our Space Technology. All is my opinion.
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$E-mini Dow Futures(DEC4) (YMmain.US)$ $Dow Jones Industrial Average (.DJI.US)$ Omicron is a load of nonsense. The media has nothing to talk about these days, and WHO is just trying get Americans to buy more vaccines for the 3rd world countries. Any dip should be taken advantage of with tax harvesting and buying beaten down Energy and Travel stocks.
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$Novavax (NVAX.US)$ I reviewed all GMP and cGMP certificates for the Novavax's global sites. I can fully understand why Novavax leveraged the manufacturing partnership with Serum. This strategy really makes their CMC package harmonized and simplified as Serum's MHRA GMP certificate covers full line-up of the manufacturing operations from DS/DP to QC Testing without requiring any combinations of sites.
Serum's MHRA GMP Coverage
1. Manufacturing Operations
1.1 Sterile Products
1.3 Biological medical products
1.4 Other products or manufacturing activity
1.5 Packaging
1.5.1 Primary packaging
1.5.2 Secondary packaging
1.6 Quality control testing
If Novavax uses other global sites, they need to combine several sites to manufacture Nuvaxovid from DS to DP (fill & finish). This makes their CMC package complicate to keep consistency each for the regulatory agencies and difficult to get approval quickly. No other single site can cover full line-up of the manufacturing operations except Serum.
Novavax made the best choice to get their CMC package optimized. Fantastic strategy !!!!
Serum's MHRA GMP Coverage
1. Manufacturing Operations
1.1 Sterile Products
1.3 Biological medical products
1.4 Other products or manufacturing activity
1.5 Packaging
1.5.1 Primary packaging
1.5.2 Secondary packaging
1.6 Quality control testing
If Novavax uses other global sites, they need to combine several sites to manufacture Nuvaxovid from DS to DP (fill & finish). This makes their CMC package complicate to keep consistency each for the regulatory agencies and difficult to get approval quickly. No other single site can cover full line-up of the manufacturing operations except Serum.
Novavax made the best choice to get their CMC package optimized. Fantastic strategy !!!!
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$SPDR S&P 500 ETF (SPY.US)$Any thoughts on $VanEck Rare Earth and Strategic Metals ETF (REMX.US)$? Off the charts performance - minimal overlap with $Vanguard Materials ETF (VAW.US)$& $Ishares Inc Msci Glbl Mtl&Mng Produ Etf (PICK.US)$- Adds China exposure
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$Lucid Group (LCID.US)$ Lucid is making some very nice EVs but they are in the luxury class with no plans to dip down in to the Model 3/Y market. Good luck to them but they will not be a threat to $Tesla (TSLA.US)$ for a very long time.
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$Intel (INTC.US)$is definitely undervalued, however $Advanced Micro Devices (AMD.US)$will grow into it's current valuation allot quicker than expected. Inclusive of $Xilinx (XLNX.US)$, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before $Apple (AAPL.US)$does in 1Q23.
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