Friday, October 28, 2022

mortgage reits

 earnings better than expected. double digit dividends if intact. getting the baby back with the bathwater

mc 4.33 dy 18%

mc 8.58 dy 19%

mc 1.01 dy 18%






chips and funding




mc 115 the semi belle of the ball promises cuts rewarded with an upgrade

mc 198 atm funding clinical stage research


eght mc 493 sf 14 covering

 

Thursday, October 27, 2022

texas hedge

The numbers. The guidance. Spending 91 billion buying back stock since 2017 at a 242 average. Trading under 100. A gift to the courthouse steps


mc 266


community health

                                 shorts covering. insiders buying. blackrock at 14% of the float


mc 453



shelf life extension

the UN reports that 30-50% of daily produce is wasted because of challenges getting the produce from farm to fork. An interesting story percolating that extends shelf life of produce and offers entire supply chain solutions spun off from Dow in 2016. market cap at a fraction of revenue

mc 139 T Rowe Price at 14% of the float




Wednesday, October 26, 2022

better than expected

                                                         oil gas earnings better than expected



mc 922


mc 5.79




sequencing

                                            new toys for sequencing the genome faster and cheaper

mc 1.7

mc 699

mc 550






drum roll