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.