Financials… specifically PNC bank. The stock is currently ($157), significantly below its true value of (180~200) during last spring when it had acquired BBVA, making PNC the fifth largest bank in the US with coast-to-coast locations with a reinforced balance sheet. I believe at least a small position in this stock should yield a good return in the long run when interest rates normalize and financials regain some lost ground. Fingers crossed 🤞🏻
The elevator pitch might be: attractive valuation measures, declining debt while revenue, assets, and total equity compound up nicely, and very very profitable.
Climate-wise, HDSN deals in refrigerant management and disposal, which was identified by Project Drawdown as the most high-impact climate action we can take in their book Drawdown: The Most Comprehensive Plan Ever Proposed To Reverse Global Warming: https://drawdown.org/solutions/refrigerant-management
Long bond yields won’t fall with demand destruction bc bond market thinks Fed is trying for a soft landing?!? Sorry but that makes no sense It has maybe to do with QT flows and Treasury General Account or student loan forgiveness. Not sure but its so out of kilter, its crazy
Financials… specifically PNC bank. The stock is currently ($157), significantly below its true value of (180~200) during last spring when it had acquired BBVA, making PNC the fifth largest bank in the US with coast-to-coast locations with a reinforced balance sheet. I believe at least a small position in this stock should yield a good return in the long run when interest rates normalize and financials regain some lost ground. Fingers crossed 🤞🏻
GRWG
This was not on my radar.
Is it now?
Haha, I will keep an eye out.
Eyeing plenty, but my top pick right now is HDSN (suitable for those with high risk tolerance only)
Hmmm, interesting...
The elevator pitch might be: attractive valuation measures, declining debt while revenue, assets, and total equity compound up nicely, and very very profitable.
Climate-wise, HDSN deals in refrigerant management and disposal, which was identified by Project Drawdown as the most high-impact climate action we can take in their book Drawdown: The Most Comprehensive Plan Ever Proposed To Reverse Global Warming: https://drawdown.org/solutions/refrigerant-management
https://www.hudsontech.com/sustainability/cfc-end-of-life-management/
Morningstar quant thinks it's worth ~$9.20 at present, and the Seeking Alpha quant ranks HDSN a strong buy (#34 out of 4665 stocks covered).
Cheers!
Nice, lets see how it plays out.
Lulu
Don’t understand why the bond yields are not coming down if we are about to enter a global recession????
2 year yield generally goes up before a recession. That is why the yield curve is inverted rn.
Yes yes but it is the long end that’s totally off kilter, no?!?
Hmm, not sure, perhaps the fed is trying for a soft landing?
Long bond yields won’t fall with demand destruction bc bond market thinks Fed is trying for a soft landing?!? Sorry but that makes no sense It has maybe to do with QT flows and Treasury General Account or student loan forgiveness. Not sure but its so out of kilter, its crazy