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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 Picks

US CPI Inflation Release – 10/02/22

Jesse considers the latest inflation print out from the US. The figures jumped 7.5%, the largest 12-month change since 1982.

Top 20 US Healthcare Stocks – 08/02/22

This week, Robert looked at the Top 20 US Healthcare stocks by market capitalization, but you can also see our weekly updates of analyst recommendations surveyed by Bloomberg for a wider list of US stocks in our Data section.

Stocks – Uncertainty restrains gains, earnings season in flow

Airbnb (NASDAQ:ABNB)– 07/02/22

This industry is likely to see much pent-up demand after being mostly out of action for two years. Airbnb is likely to thrive this year as they offer locations that are social distanced which may appeal to a larger audience. This could lead to 2022 seeing ABNB post their first full-year profit as they continue to operate on a business model that is asset light with a high operating leverage.

Peloton (NASDAQ:PTON) – 07/02/22

Late last week, The WSJ put out news that Amazon (NASDAQ:AMZN) was reportedly interested in buying Peloton (NASDAQ:PTON). We’ve written recently about the demise of the exercise bike manufacturer. It’s been plagued with stalling demand as pandemic restrictions have been lifted. But with the market cap down to circa $8bn from $50bn not that long ago, is a buyout from Amazon really on the cards?

Evraz (LSE:EVR) – 08/02/22

In fact, rather than seeing the 20% yield as an overly high dividend per share, it’s more a case of the yield being pushed up from a falling share price. If you’re of the opinion that the issue with Ukraine will taper off, and that production levels and sales will pick back up this year, it does seem to be an attractive dividend play.

Affirm Holdings (NASDAQ:AFRM) – 09/02/22

Wall Street expects a year-over-year increase in earnings on higher revenues. This may help the stock gather momentum for a move up if the key numbers are better than expected. Managements outlook for the company will be vital too. Revenues are expected to be $330.05M, up 61.8% from the correlating previous quarter.

Morgan Stanley said they “continue to see meaningful upside potential to AFRM results… There was some investor concern around rising 30+ day delinquency rates… but overall rate appears to be tracking within managements target.”

Berkshire Hathaway (NYSE:BRK) – 11/02/22

Warren Buffet has a value approach to investing. This may have seen BRK see less returns since the pandemic lows than the S&P500. However, the start to 2022 has indicated a shift away from growth and into the value world. Buffett’s insight into what lays ahead this year will be worth watching out for if you have your money in the market.

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