Waters Stock Discussion

$DuPont(DD.US)$ 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.
$Waters(WAT.US)$ $Molson Coors Beverage(TAP.US)$ $Anheuser-Busch Inbev(BUD.US)$ $Coca-Cola(KO.US)$ $Xylem(XYL.US)$ $ThaiBev(Y92.SG)$ $Lennar Corp(LEN.US)$ $D.R. Horton(DHI.US)$ $PepsiCo(PEP.US)$ $3M(MMM.US)$ $Applied Materials(AMAT.US)$ $Netflix(NFLX.US)$ $Advanced Micro Devices(AMD.US)$ $Lululemon Athletica(LULU.US)$

$DuPont(DD.US)$ water is the most precious n most fragmented industry...who has the best filter who will hv the most water.
$Waters(WAT.US)$ $Palantir(PLTR.US)$ $Invesco Solar ETF(TAN.US)$ $Starbucks(SBUX.US)$ $CrowdStrike(CRWD.US)$

Upgrades
• $Albemarle(ALB.US)$ : KeyBanc Upgrades to Sector Weight from Underweight
• $Alibaba(BABA.US)$ : Bernstein Upgrades to Outperform from Market Perform - PT $130
• $Check Point Software(CHKP.US)$ : BofA Securities Upgrades to Buy from Underperform
• $Chevron(CVX.US)$ : HSBC Upgrades to Buy from Hold - PT $167
• $FMC Corp(FMC.US)$ : KeyBanc Upgrades to Overweight from Sector Weight - PT $122
• $Netflix(NFLX.US)$ : Stifel U...

Upgrades
• $Great Ajax Corp(AJX.US)$ : Compass Point Upgrades to Buy from Neutral - PT $16 (from $11)
• $AeroVironment(AVAV.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $100 (from $95)
• $Cardinal Health(CAH.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $68 (from $55)
• $Cellectis(CLLS.US)$ : Baird Upgrades to Outperform from Neutral - PT $10
• $Cooper Companies(COO.US)$ : Citigroup Upgrades to Buy from Neutral
• $Endeavor Group(EDR.US)$ : Goldman...

Upgrades
• $Advanced Micro Devices(AMD.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $140 (from $98)
• $Cooper Companies(COO.US)$ : Citigroup Upgrades to Buy from Neutral - PT $405 (from $460)
• $Equity Residential(EQR.US)$ : Mizuho Securities Upgrades to Buy from Neutral - PT $84 (from $92)
• $Essex Property Trust Inc(ESS.US)$ : Goldman Sachs Upgrades to Buy from Sell
• $Turtle Beach(HEAR.US)$ : 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.
$Goldman Sachs(GS.US)$ 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 $Waters(WAT.US)$ 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.