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In our weekend digest, we summarize the best pieces published from the working week. These can be read in full by clicking on the link over the name/ticker.

Editor’s Pick – reviewing 2021

Best Stock Picks From 2021 – 17/12/21

After a busy year, we review five of our best stock picks and ideas from 2021. From great investment entries and short ideas to brilliant short term swing trades.

Stocks – tech still struggling, surprise rate hikes, winding down (NASDAQ:RCRT) 13/12/21 reported 43% sequential growth for the third quarter of 2021. Revenue is up 341% compared to Q3 2021. This increase was driven primarily by an increase in the company’s Recruiter on Demand business and the introduction of Software Subscriptions. Gross margins improved to 36.8% in the third quarter, up from 32.8% in the second quarter of 2021. The increase in gross margins reflects the shift in the Company’s sales mix to higher growth, higher margin operations.

Alibaba (NYSE:BABA) 13/12/21

Over a one year period, the Alibaba share price has really struggled. A year ago it was trading at $264, but currently trades at under half that value at $122. It’s seen sharp spikes higher but always has moved with even quicker velocity lower. For example, after moving 15% higher last Monday and Tuesday, Alibaba shares haven’t managed to keep momentum going, and are in the red for the day. 

UK banking stocks (LLOY, BARC) 14/12/21

In the aftermath of the November meeting, the three above stocks were the worst performers in the FTSE 100 that day. Lloyds share price fell 4.5% on the day as an example. So what does Super Thursday have in store? Well if you believe that the BoE won’t raise rates, then a smart play would be to short banking stocks. However, it’s important to remember that shorting a stock carries unlimited potential losses.

ErosSTX (NYSE:ESGC) 14/12/21

Currently, all five films that Eros are working on have provided profitability, including Greenland, where the company used a combination of international theatrical, US PVOD, digital and physical home entertainment and a US streaming deal with HBO to achieve an estimated $25 million in ultimate cash profit and a 90% return on invested capital.

US Tech Stocks (GOOGL, MSFT) 14/12/21

Analyst recommendations provided by banks and brokers are a helpful guide in seeing what Wall Street and Institutional Investors think regarding the current price and future outlook of the stocks that they are analysing.
The analysis generally consists of in-depth fundamental evaluation of the company’s financial results, management team, industry, competitive forces, and technical factors.

AMC Entertainment (NYSE:AMC) 15/12/21

How about the short interest? This is currently at 16.2%. Some bulls argue that the numbers aren’t real. They point to the existence of synthetic shares or naked shorts understating the number of people betting against AMC. So it is likely that longs selling for losses are the main driver behind the fall. No one wants to be the last one on a sinking ship.

Microsoft (NASDAQ:MSFT) 15/12/21

The strength of Microsoft’s financials should help reassure some concerns of interpreting insider selling as a warning. Despite the mega-cap size of the company, revenues have continued to increase at ~20% for each of the last three quarters. MSFT has also continued to evolve despite their long history, with an increasing share of their revenue coming from “Server Products and Cloud Services” and decreasing reliance on “Office Products and Windows”.

Apple (NASDAQ:AAPL) 16/12/21

Despite all of this, Apple continued showing relative strength (see chart comparisons). The price held the 20DMA for most of the past six weeks. What’s more, the market reacted well with the Fed decision in the rear window. SPY climbed 1.8% after the FOMC meeting. Apple may likely see new all-time highs today and looks set to keep moving up.

Boohoo (LSE:BOO) 16/12/21

Over the past year, the Boohoo share price has lost two-thirds in value. It has opened on Friday down 4.9%, to trade just above 100p. News this week around another profit warning saw Boohoo shares slump to levels not seen since 2015. Although there is clearly a lot of negative momentum out there at the moment, we think that the stock is becoming undervalued.

Please see individual articles for specific stock disclaimers. To trade shares, register here with our preferred partner, EToro.

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