Carlito_FX

Carlito_FX

own 30% from its peak and not it's worth buying. Has long owned and liked this. They do B2B transaction, which thrived during the pandemic. The stock held up even when the world was moving back to normal, like last April. They reported a strong beat and raised their forecast on April 19. A week lower, shares slid for 9 sessions at 28%, because Amazon at that...

Carlito_FX

Oil prices may be dropping, but oil is still headed for $140 per barrel, Goldman Sachs told CNBC on Thursday, and could even hit $140 in the face of a recession.

Carlito_FX

A company with a very fanciful idea of holding cameras on your helmet, etc. while you are skiing. Had a ridiculously high valuation. The valuation has come in line, but they are not profitable. The channel checks are coming back incredibly negative.

Carlito_FX

We will likely see more growth in healthcare, namely in rural areas, so TDOC is positioned well. But this stock will be pressured in coming months, because of its high PE. If you enter any high-PE stock, buy just a partial position then add on volatility. TDOC is down 28% from its high.

Carlito_FX

Wall Street has left certain "pandemic" stocks for dead. This flew far too high during Covid then plunged hard. But Zoom is now a viable stock though it still trades at a high 35x PE. Too many competitors now, so Zoom has to do something to stand out. If not, then don't buy.

Carlito_FX

Wall Street has left certain "pandemic" stocks for dead. A lockdown hit, but then it suffered too much inventory, cash crunch, poor management. This suffered one of the worst dives. But he's bullish Peloton, because of the new CEO who has a great track from Netflix and Spotify. Even if this quarter is weak, PTON is worth owning long-term.

Carlito_FX

Block is incorporating Bitcoin into its system. Problem with Block is that its PE is still very high. Shares jumped 11% today, so take some profits if you own this.

Carlito_FX

It's not a value trap. They couldn't make all the machines they wanted, but this will be fine when they catch up on production. It trades at 6x earnings and pays a 4% dividend.

Carlito_FX

It got punished in Q1 due to a disappointing report, but he expects a strong-half of 2022 for Meta/FB. He is buying this aggressively.

Carlito_FX

Coca-Cola Europacific Partners plc (formerly Coca-Cola European Partners plc) is a leading consumer goods company in Western Europe, making, selling and distributing an extensive range of nonalcoholic ready-to-drink beverages and is the world's largest independent Coca-Cola bottler.

Carlito_FX

Adagio Therapeutics Inc. (Nasdaq: ADGI) share prices shot up after the startup said its antibody was effective at preventing and treating Covid-19 — reducing symptomatic illness by more than one-third — even in the face of the omicron variant.

Carlito_FX

You need to own oil as crude oil is hammered as Russian oil is cut off spending. He doesn't believe the new lockdowns in China have a lasting effect (the lockdowns are temporary), unless there's a cut-off in Russian energy supplies. His favourite oil names are Chevron for their steady dividend, and Devon which returns a lot of cash flow to investors through a...

Carlito_FX

Bullish on medical marijuana. We will see legalizing banking in the US for the sector. There will be volatility.

Carlito_FX

All the young people he meets use their app. After last night's quarter miss, due to crypto trading falling off in Q3, he fears that some of their users are getting out of trading. These people have an average age of 31 with a median account of $240. He also fears that users are speculating in cryptos (which he owns), but not investing. HOOD offers some investing...

Carlito_FX

Biofrontera Inc. is a U.S.-based biopharmaceutical company commercializing a portfolio of pharmaceutical products for the treatment of dermatological conditions with a focus on PDT and topical antibiotics. The Company’s licensed products are used for the treatment of actinic keratoses, which are pre-cancerous skin lesions, as well as impetigo, a bacterial skin infection

Carlito_FX

The semi industry has the highest sensitivity to an upside surprise. Earnings will be good. I will be buying shares onces market opens.

Carlito_FX

Nio shares have been trending down this year, but a recent tumble has brought them to the lowest level in almost two years. TARGET 10 - 5

Carlito_FX

This stocks has a high chance to go up. beat down too much.