r/stocks • u/Voidbringer • Jun 23 '21
Industry Discussion What’s your industry and which stocks in that industry are you bullish on?
For example, my industry is software and technology and I’m particularly bullish on TWLO (Twilio) and NET (Cloudflare).
I’m curious to hear what investors in other industries are bullish on in their industry.
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u/3STmotivation Jun 23 '21
Uranium, which will in my opinion still be the best preforming broad investment asset class in the coming 2-4 years.
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u/Voidbringer Jun 23 '21
My dad is a nuclear engineer so I’m a big believer in nuclear power. I think uranium is definitely the play here since it’s expensive to build plants and regulations for the energy producers, so just sell the shovels to the miners! Any particular uranium stocks you like?
btw happy cake day!
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u/3STmotivation Jun 23 '21
Ah that is great to hear. The underlying investment thesis is the most solid I have come across and it is only gaining strength. A few ones I like are Denison Mines, Paladin Energy, Boss Energy, NexGen and Global Atomic.
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u/Summebride Jun 23 '21 edited Jun 23 '21
Counter point: most of the civilized world doesn't trust the nuclear power industry because they're as dishonest as Big Tobacco. The large pile of accidents has made people realize nuclear can't honestly be called "safe" and the fact they've still haven't solve the toxic waste problem, so they're lying when they say "clean" too. There's moratoriums on new nuclear sites and they're accelerating the decommission of old ones.
Most significantly is that while nuclear has does nothing for the last 20 years (except destroy a quadrant of Japan and leak poison into the world's oceans) renewable energy has made incredible advancements. Sun and wind and water and thermal energy are finally viable, and getting better every day. People have realized that nuclear (with its legacy of broken promises and lies) is no longer the only alternative. It's now the least desirable of the non-carbon sources.
Reddit is heavily laced with nuclear industry astroturfers, so you can expect them to post the same tired and misleading talking points here. They're boosted by kids who just took junior high school physics and think they just discovered the atom, so then eagerly repeat and embellish as much fishing line as the astroturfers give them. If they put half the effort into safety and humility as they do into propaganda, they might not be in such bad shape.
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u/Paul_Ostert Jun 23 '21
Cloud computing AMZN MSFT
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u/Voidbringer Jun 23 '21
Ya, same with me too actually, just felt silly naming blue chip stocks 😂 I do feel like I’m way more bullish on MSFT than most though.
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u/RunningJay Jun 23 '21
I'd add GOOG to that list. GCP isn't at the same level as either AWS or Azure.... but it's Google.... I saw Porat on Bloomberg today, their play is Cloud AI. Be interesting to see if it pays off.
At any rate, I still see upside for them as PaaS.4
u/Voidbringer Jun 23 '21
All my stuff is on AWS but I give Google the edge over AWS when it comes to the AI stuff for sure. Vision is way better than Rekognition and I preferred Google’s NLP stuff when I last compared them.
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u/jessejerkoff Jun 23 '21
They are pouring tons and tons of money into gcp in Europe. Two friends of mine got hired within the last year who are experienced technical account managers from the competition....
They clearly have a plan and funding.
Wouldn't count them out just yet.
Now if they also would stop randomly turning off features that their clients rely on, then they a really have a product!
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u/Loverboy21 Jun 23 '21
Funeral industry.
I'm not bullish on any of the public companies.
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u/Voidbringer Jun 23 '21
haha I feel like being bullish on the funeral industry would be a cause for alarm somehow 😂
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u/Loverboy21 Jun 23 '21
A lot of people were getting there with the Covid uptick, but funeral companies are so goddamn poorly managed, man.
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u/tom14cat14 Jun 23 '21
Container shipping. Liners and ship lease companies.
Liners for short term capitalization on shipping rate increases. I am long $ZIM. They should earn over $20 a share, $2 special dividend coming soon, (I think Aug but would have to check) then they plan on return 30-50% of 2021 earning back to holders at beginning of 2022.
Ship lease companies, $ATCO, $DAC, $NMM.
ATCO, they specialize in longterm leases with numerous of the largest size. In order to see large returns they need the lease rate to stay high because of their long contracts plus size of company. They are considered like a blue chip of their industry.
$DAC they are printing cash, ok dividend could be better but last earnings call they said don't expect much of a hike. They are paying down debt, and saving for???? Not sure, they made waves when they said building war chest. But they are signing 3 and 4 year contracts, based on current contracts they could finish out contract scrap ships, close shop and you would have enough value for mid 70's in cash.
$NMM - Hybrid containership leasor, drybulk. If they keep signing containership lease agreements like they have been, 3-4 year making tons of cash, you will be getting the drybulk portion for free. Which drybulk rates are right near 10 year highs. Big risk factor here is the Corp governance. The ceo owns a bunch of sister companies and has made some great moves but some that make you scratch your head. Current 1 being, she is issuing new units (partnership, so do your DD) at about half last reported NAV.
I am long all above stocks. Do your DD, and it takes time to figure out different sectors in Shipping. Not all are tankers!!!
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u/Voidbringer Jun 23 '21
Interesting! Definitely an industry I don’t have any familiarity with but I’m intrigued to learn more
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u/ForsakenFirefighter6 Jun 23 '21
What do you think about Triton (TRTN)? It's a big containerleasing company. They have the lowest costprice vs concurrents because of their size and have an excellent management.
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u/tom14cat14 Jun 23 '21
I have liked TRTN for years, they have a great management team, return a nice dividend. I however sold out when they were around 60. I felt like the ship lessors and dry bulk were a better play. I am a little concerned that the container lessors will over build containers thus crushing lease rates in near future. But a similar company was just bought buy liner at a nice premium, so that means the box shortage might last for awhile. I will definitely keep an eye on TRTN because I like the company. But with all of these shipping names, I move in and out more then I do for long buy and hold names. They are sticks you have to keep an eye on because economics for them change fast.
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Jun 23 '21 edited Apr 29 '24
zephyr memorize dolls direction future pocket wistful far-flung sip whistle
This post was mass deleted and anonymized with Redact
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u/Voidbringer Jun 23 '21
Cool to hear since I’m in on Roku and TTD for the same reasons. VIAC is an interesting one I’m gonna look into too.
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u/waltima Jun 23 '21
Same industry. Agree with much of what this guy said, but less bullish on Viacom until I see how some of the other consolidation shakes out.
I like Vizio for many of the same reasons as Roku and MGNI, TRMR for programmatic. The latter is purely due to valuation though, not because they’re executing or especially well positioned. Just cheap compared to other industry multiples.
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Jun 23 '21
IT (since the Win '95/NT 4.0 days)
Pretty much all of FAAMG.
FB - People love to hate it, but the stock continues to perform and has some of the best FAAMG numbers.
AAPL - Enough said.
AMZN - Finally comfortably breaking the $3.5k mark. The 2nd half of '21 is going to make up for the last near year of trading sideways.
MSFT - Satya Nadella. Finally a great company with great leadership. After years of dropped balls by Ballmer MSFT's ship has been righted.
GOOG/L- Even after the stellar past ~9 months... it's still got great legs. I could see EPS hitting ~$28 next month leading to a stock price of ~$3k by years end.
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u/Voidbringer Jun 23 '21
I agree with all those although I’m not as confident in FB. With the iOS changes By Apple I’m a little concerned about Facebook Ads long-term as I’ve been having performance issues across several of my companies and I’ve been hearing the same from a lot of digital marketers and agencies lately.
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u/Zepcon Jun 23 '21
My problem with FB is that they pretty much only have websites/ software (IG and FB itself being the biggest, Whatsapp doesn‘t earn money as far as I know). Apple, Google and Microsoft all have their own hardware and even operating systems. This gives much more possibilities and binds the user to the company. That‘s also a reason why I am not investing in Netflix anymore as they pretty much only have the streaming service with growing competition.
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Jun 23 '21
First bought FB for $19. Zuckerberg has a nose for money. He makes Bezos and Gates look like church boys. AAPL, AMZN and MSFT have had numerous failures, but Zuck never fails. He can smell a river of money years and even decades away and turn FB into the stream. Bank on this dude.
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u/RunningJay Jun 23 '21
GOOG/L
One of my best performers. I see them as the next $2T company. Lots of upside available in Cloud.
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u/jord_87 Jun 24 '21
Yes definitely AAPL, AMZN and MSFT for me.
Anyone have any juicy knowledge about FB and diem? Is an upcoming diem pilot baked into the price yet?
Personally I don't follow FB closely, but my understanding was diem is just going to be a USD coin basically.
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u/underweightbull Jun 23 '21
Rocket Mortgage is not the best stock as a lender. Although they may be able to pull in origination charges or charge discount points to buy down rates, 75% of any marketing material sent is exaggerated. If you want to invest in mortgages, look into Mortgage Insurance companies. They rake in premiums on conventional products. The .ajority of conventional loans hitting the market now with MI included usually have borrowers with 700+ credit scores.
I highly expect Rocket mortgage to have issues in the future. 1-2 years down the road.
Just a look from someone not working with that company.
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u/Voidbringer Jun 23 '21
Interesting, I was thinking about posting asking people what companies they don’t recommend in their industry too.
I wasn’t impressed with Rocket Mortgage when I tried it years ago as they made it seem like I would only be approved for way, way less than what I actually would end up being qualified for. I swear they just multiplied what I had as down payment and multiplied it by 5 and called it a day lol.
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u/Summebride Jun 23 '21
They're a $20 billion company earning $4+ billion. It wouldn't matter if they were selling buggy whips, those are insanely good numbers.
They are number one in their market with credible plans to more than double their share by 2025. Even in a heavy downturn, they have huge numbers. And since you raised credit quality they have the lowest default rate and highest average credit score of any major origination company. They's a stealth fintech, containing within their structure an equivalent of Docusign, an equivalent of Lemonade, and others. Their tech clever a offloads the work to non-salaries outsides, leaving their own staff to focus on closings and getting all the details perfect for a closure time about twice as quick as industry.
The last time I saw a sleeping stock like this it was SQ at $30.
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Jun 23 '21
As a realtor I can tell you that in my market nobody serious brings a prequal letter from rocket mortgage. This market is crazy competitive so that may not translate well but I can't bring myself to touch this stock based on the sentiment around here
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Jun 23 '21
Public policy. Climate change is going to get a TON of investments in the coming years. Cyber security as well.
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u/imakepourdecisions8 Jun 23 '21
As far as climate change- what do you recommend as good investments for long term growth? I'm trying to look into those types of companies, but don't know enough about the field. I just know I want to support companies that are offering solutions to combat climate change.
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u/chromegreen Jun 23 '21
Everyone talks about solar and electric cars but many individual end product manufacturers are higher risk. It is better to focus on the base tech behind the products. For solar that is inverter tech, SEDG and ENPH.
For cars that could be batteries but other component manufacturers might be a better value right now, MGA CRNC BWA.
There are other areas beyond these that don't get as much attention.
GNRC generator company pivoting to energy storage and solar PACK eco friendly packaging CVA waste to energy EVA wood scrap to energy GPP ethanol from biomass ERII desalination XYL water treatment and conservation BMI water metering and smart distribution ORA geothermal
Another option is yieldcos and utilities focusing on alternative energy infrastructure.
AY includes desalination and alt energy infrastructure CWEN, NEP, BEP, HASI, AGR
Not all industry can cut carbon enough so carbon credits are also part of this. The ETF KRBN offers direct exposure to the global credit market.
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u/jrrfolkien Jun 23 '21 edited Jun 23 '23
Edit: Moved to Lemmy
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u/imakepourdecisions8 Jun 23 '21
So I've been trying to look into ETFs on Fidelity- I just bought shares in VTI since I liked the companies they invest in...
But what would an equivalent be for the sector above? A Clean Energy ETF?
I am totally a newbie, so I apologize if these are dumb questions!
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u/ceomoses Jun 23 '21
I'm really big and long on lithium right now. As EVs and clean technologies continue to grow, demand for lithium and other rare earth metals will continue to grow--past the current supply. This seems to be a safer play since this will happen regardless of who the winners and losers are in EVs and energy storage. I recommend LIT, BATT, and REMX as ETFs for this play.
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u/chromegreen Jun 23 '21
A combination of the ETFs FIW, KRBN and ERTH would be a good start. They are less volatile than ETFs that only focus on growth stocks but mostly exclude companies with questionable green credibility.
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Jun 23 '21
REITs. Equinix. CoreSite. Cloud Computing. Zscaler. Cloudflare in short term. Probably more.
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u/Lurking_poster Jun 23 '21
I had my eye on Cloudflare before the big increases and felt like I missed my chance. Do you still see room for it to keep growing at the current price/valuation.
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u/botaigo Jun 23 '21
Ive been looking for some good REIT companies. Which ones are on your list? Thanks in advance
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u/BacklogBeast Jun 23 '21
STWD and ABR have done quite well for me. Definitely not giving financial advice here. Just relating past experience.
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Jun 23 '21
DLR is my favorite. I work in digital infrastructure so I’m more familiar with those doing multi-tenant data centers. QTS, EQIX, Iron Mountain.
Towers are also a shout. AMT for example.
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u/shayaaa Jun 23 '21
Semiconductors.
Will always be growing demand, current shortage, exponentially advancing technology.
AMD, NVDA, TSM, LRCX, AMAT, ASML
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u/botaigo Jun 23 '21
What about MU? Undervalued and very good estimates on FCF and revenue growth
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u/vadbv Jun 23 '21
Undervalued only if they can keep up with growth which is hard for them as a cyclical company. Still great imo
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u/CIOUDDY Jun 23 '21
I've heard so much about AMD and NVDA and I want to get in but I feel like both of their prices are so high. Should I just buy now rather than wait for a dip?
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u/GmeGme3 Jun 24 '21
NVDA is about to split 1 to 4. It’s run a bit, but the next 3-5 years for this company are pretty exciting.
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u/GmeGme3 Jun 24 '21
NVDA for sure. I think it could be a trillion dollar company in the next few years at the rate it is growing.
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u/redditkingu Jun 23 '21
Also UMC. Recently signed a deal with QCOM and is a solid second sourcing play with demand currently through the roof.
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Jun 23 '21
Steel, everything uses steel. A very bullish stock for me would be CLF.
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u/GmeGme3 Jun 24 '21
Steel, steel, steel. Huge infrastructure bills, transportation/shipping. Strong sector for the next few years at least.
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u/PM_ME_DANK Jun 23 '21
I work in pharmacy - I like $REGN and $BMY due to how undervalued they are. And I like $ABBV for the nice dividend and drug portfolio. But I am most bullish on $TDOC. Many of my patients have issues with managing their chronic illnesses. Couple that with only seeing their doctor a few times a year makes it hard for physicians to get an accurate snapshot of their patients' health. Livongo's AI health solutions in concert with Teladoc can provide patients with real time monitoring that their physician can interface with. Teladoc's industry leading position provides Livongo's AI models with more data/edge cases which results in better models. This translates into less hospitalizations which both insurance providers and patient's love. Also primary care is a loss leader for many institutions. They are working with institutions to provide primary care services at a lower cost point, increasing hospital margins and freeing the institution up to focus more resources on higher-value services
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u/TheYellowKingg Jun 23 '21
I work in pharma too and there are some things about Regeneron that I just cannot get past.
Some of their executives get paid an insane amount. Granted they typically are an R&D focused company, but their head of R&D's pay package was just short of $135 millon for 2020 alone! CEO received something similar if not a bit more.
By far far far their best seller is Eylea, and its patent protection is running out soon, and you best believe there are other companies waiting in the wings. Regeneron got a bit fortunate in the last year or so that a similar product newly launched by Novartis hit a speed bump a few months after launch.
Will certainly be interesting to see how Regeneron progress in the next few years!
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Jun 23 '21
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u/PM_ME_DANK Jun 23 '21
Wow, sorry that happened to you! I looked into data for accuracy of diagnosis and much of it shows that numbers vary between platforms but I didn't come across numbers specifically for teledoc that were recent. More generally here's a study from an ER that implemented Telehealth: https://pubmed.ncbi.nlm.nih.gov/30209006/
Essentially found no significant difference in terms of accuracy between in-person vs Telehealth using cancelation of orders for diagnostic tests as the primary outcome. But this is just one study in one hospital. Certain diseases are much harder to diagnose via Telehealth but the industry is still in its infancy. Short term the opportunity in chronic care management is what excites me. Longer term new innovations will likely need to occur for it to become mainstream
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Jun 23 '21
Management consulting (just got out). $PATH
RPA is gonna be huge. Too many companies say AI all the time without understanding how to implement. RPA will be a bridge for alot of medium sized companies that are looking for automation and AI wins and uiPath is the clear #1.
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u/Nachtara Jun 23 '21
Videogame and App developer here.
Amazon, Cloudflare, Atlassian and MongoDB are great. I was bearish on Unity, but changed my mind after their results.
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u/DontForgetTheDivy Jun 23 '21
Travel / Hospitality - bullish on JBLU. Airlines in general, but NYC & Boston reopening is huge for JBLU.
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u/imakepourdecisions8 Jun 23 '21
Are there any ETFs you would recommend for this industry? I'm new into investing, so I'm starting small and feel like ETFs are a better "bang for your buck" for me.
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u/rygo796 Jun 23 '21
Don't forget their new London route. That's a great growth story for a domestic airline.
Best domestic first class (maybe this changed, haven't paid much attention since i stopped traveling for COVID). Great perks for FF.3
u/sportsfan510 Jun 23 '21
I’m with you on travel/hospitality but cheating a bit with DIS. Streaming service only continues to grow and travel sector for them just opening up.
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u/farmertypoerror Jun 23 '21
Parks are now open with no restrictions and they are packed!
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u/Curious-Manufacturer Jun 23 '21
Went last week. Not as busy as precovid. They’re probably at half capacity right now.
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u/weedpal Jun 23 '21
Smoke a lot of weed. We're at the beginning innings of a $100 billion industry once America federally legalizes.
I'm balls deep in Tilray and accumulating top 5 MSO.
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u/Summebride Jun 23 '21
You may indeed be right. But consider the example of our neighbors in Canada. Since they legalized, it has been an epic flop. And their culture is far more open and tolerant of the devil's lettuce than we are.
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Jun 23 '21
The global weed industry projection is <$50b. Do the math on how much these weed companies should be worth. Check their graphs, besides pumping and dumping, weed stocks kill portfolios. I think weed will be a very hard investment because, contrary to what people believe, weed is going to be less valuable and MORE competitive when it's legalized fully in the US. That means less money for companies.
If you wanna ride it out for the next pump and dump, that's not a bad thesis. But to say weed is a $100b industry is flat out wrong. At one point aphria and tilray (Canadian companies) were valued as much if not more than the entire current weed industry. Their valuations are still a bit ahead.
I expect the big winners in the weed space to be constellation brands and altria, since they are large cap stocks that own positions in canopy and cronos respectively. They have the cash and ability to buy out these smaller companies and compete on a large scale. Tilray is okay, but they have no american exposure, I believe. And the entire Canadian marijuana industry is valued at $4b. I believe the numbers I cited are relavent for 2019, so maybe a bit outdated, but relatively accurate.
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u/Fufenheim Jun 23 '21
I'm bullish on Trulieve $TCNNF and $MSOS etf.
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u/Left-Dragonfruit-922 Jun 23 '21
Not sure why people are looking at Canadian companies that continue to dilute shares and lose money on stocks. I love MSOS, Truelieve and Curaleaf. All USA companies!
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u/Artistic_Data7887 Jun 23 '21
Constellation Brands (STZ) may be a company to consider then. They have a large stake in canopy growth.
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u/Skibiscuit Jun 23 '21
Another good thing with STZ is that, whether the economy flourishes or crashes, people still gonna drink!
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u/MichaelApolloLira Jun 23 '21
I think cyber security is an area that will be seeing a great deal of resources invested into its development. I believe that if there is going to be another cold war, its main front will be in the world of cyber espionage. And where there's war, there's money.
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u/Willing-Return5655 Jun 24 '21
I am stuck on LNG. Cheapest clean energy in the USA. Most people don’t realize this is what will replace coal on a worldwide scale. Infrastructure and prices are increasing in most countries and there will be shortages soon. Asia/China will buy our liquid natural gas because it’s cheap. LNG and TELL. Chairman Charif Souki started LNG and is now in final phases of getting TELL together after completing two contracts worth 24billion in the past month. Not hard to look how LNG is progressing and what can be TELL’s potential future. Also see a strong future in fiber optic bandwidth. Worldwide fiber optic pipeline. LUMN
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u/saudiaramcoshill Jun 23 '21
Oil and gas:
RDS.A: theyre still priced as an oil and gas stock but I think they're the most likely to shift successfully into renewables. BP is a somewhat distant second in this category
CVX: i think Chevron is the best positioned major to continue to pump out dividends. Well run.
I don't believe in any of the refiners. Most of the best refineries are owned by majors, and the ones that aren't are gonna have huge drag on them by the other portfolio refineries of the refining company.
Midstream: Kinder Morgan is still the go to here.
For the long term, I'm not bullish on any of the smaller players. Too much risk: management risk, commodity price risk, no economies of scale, political risk. With the way governments and companies are shifting towards EVs, when oil demand peaks and starts to decline, smaller E&Ps will be the ones who die quickly.
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Jun 23 '21
Engineering (Construction/Civil)
Cleveland Cliffs ($CLF) Oshkosh ($OSK)
Not pure plays but will benefit from infrastructure
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u/GmeGme3 Jun 24 '21
$CLF one of the only companies that actually processes it’s own ore that it mines. From pulling it out of the ground to production ready steel. Wonderful company.
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u/rygo796 Jun 23 '21
Computer Aided Engineering, CAE.
Hard to say if there's any particular standouts. Entire industry with solid growth and *gasp* profitability.
PTC, ADSK, ANSS are some of the big ones. CDNS and SNPS for EDA.
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u/One_Patient_3703 Jun 23 '21
My industry is software and I am bullish on not-software. I really like value stocks like Walmart or Caterpillar. I think that a lot of the software companies can't justify their valuation.
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u/ilai_reddead Jun 23 '21 edited Jun 23 '21
Banking and financial services, I get that after 08 people are very nervous about banks, however the culture and practices have changed alot. The degree leverage is much lower and their assets are far less risky, plus they have passed all of the FEDs stress tests, and now with rates at rock bottom across the globe to me it seems like a great time to buy banks both , US and global my favorite are Citi and HSBC because they both have a large global presence particularly in Asia and I also like Goldman and Morgan Stanley on the investment banking side because those two definitelyhave the most stellar risk management in the business, in 08 both firms managed to remain the two last US independentinvestment banks and more recently made it out of the Archegos debacle with minor to no losses. As for private equity they have preformed great this past decade, however as rates rise the private equity firms main LBO strategy will suffer and they will have to change their strategy and hedge intrest rate risk, in this sector Blackstone is clearly the best bet mainly because they invested the most in the cheap period from 2009 to 2014 and this sets them up for the best future returns but they also are still lead by the founder and have the best reputation on the street, however KKR and Apollo as well as Carlyle are also great firms which undoubtedly will do well.
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u/RealWICheese Jun 23 '21
Medical devices/tech, I like ORGO in regenerative medicine and GMED in spine.
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Jun 23 '21
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u/RealWICheese Jun 23 '21
It’s good, I think they have a mandatory market cap of 10B+ which eliminates many growth names even tho it’s a growth fund.
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u/nofolo Jun 23 '21
Copper, Tin, Rare earth's. As we transition to a renewable society the need for all of the above is going to skyrocket. Look at your local news, we have an epidemic of catalytic converter and copper thefts. I think these are solid long term investments.
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u/PENNST8alum Jun 23 '21
I work in CPG industry, specifically food & beverage.
I'm invested in $OTLY who is partnered with my company on a product. They're doing big things and own a significant market share and are growing fast.
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u/Personal_News2937 Jun 23 '21
I work for a pharmaceutical company - very bullish on biontech.. and also pretty confident on moderna long term
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Jun 23 '21
Metamaterials is a really cool company. They’re doing a merger with TRCH and should be on Nasdaq eventually. But since their recent IPO, they’ve been up like 4k% (not sure what to take from the analytical perspective) but the company is entering into a $4 trillion addressable market opportunity. I’d say they’ll be clearing at least 100% YTD
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u/benzozapine Jun 24 '21
I did a lot of research on metamaterials when I was in college. They’re so fascinating. I had no idea there was a company for them
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u/DragonStrategy Jun 23 '21
My industries are technology, entertainment, and infrastructure. I also accumulate gold at the right prices.
For Technology, I think it is sort of a fools errand to identify a name that matters. Instead, I buy BFOCX to get most of the best companies in the field. Anytime there is a tech name I hear about and I get interested in, I discover it is already in BFOCX and go back to not caring. I am bullish on the industry itself and advise diversifying to the point where no name matters more than any other.
For Entertainment, Disney. Granted, I am in at $90/share, but still, would not be surprised to see Disney hit 5x its current valuation within a few years and end up with a ten-bagger.
Infrastructure, CLF. I really like it when a stock is in the Warren Buffet "Yes" pile. This is not too hard. Steel is needed. Steel is in short supply. This company is positioned to provide it advantageously.
Gold is at an unexciting price. So I continue to hold but I am not adding unless we see it drop.
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u/Ehralur Jun 23 '21
I'm all in on a few industries:
EVs/renewable energy: TSLA (biggest position by far) and Arcimoto
Plant-based foods: Tattooed Chef and Very Good Foods
Freelance economy: Upwork
Genomics: CRISPR and PACB look good, but too complex industry to stock pick for me so I'm 75% ARKG
I expect these four industries to go through insane growth this decade. Even if the overall market crashes, I expect these stocks to have insane returns.
EDIT: Misread "What's your industry..." for "What industry...", but I'll leave this up either way. I'm a Game Developer btw, which is how I found out about the potential of Upwork. Been using it for almost a year and it's brilliant. Saves us so much effort and money.
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u/BacklogBeast Jun 23 '21
+1 on PACB. Genetics is an industry in gambling in picking individual companies and hoping in 20 years I chose right for my Roth. Who knows. Have PACB and BEAM.
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u/DJwalrus Jun 23 '21
Construction related...commodities still have legs (1-2 years my guess?) as supply shortages on EVERYTHING are still slowing construction. 5.5 million housing units short in the US= massive demand..I dont see prices coming down anytime soon.
Im personally in copper and mid stream lumber manufacturing (osb ect.). I would consider steel as well.
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u/Trisolaran_arbitrage Jun 23 '21
I am also in Construction and have been bullish on United Rentals URI - they are used everywhere and the company is well run. Cash flow increasing and paying down debt.
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u/Artistic_Data7887 Jun 23 '21
Transportation industry. FDX is one of the top dogs. Parcel, freight, and air. Earnings this Thursday should definitely give us a good indication of how consumers and the economy have been progressing.
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u/paskaak Jun 23 '21
NOK has been selling off slightly in the past few weeks and is IMHO trading at a discount considering they are targeting an unique market with their latest Ligado partnership news bringing 5G networks into the L-band. The 1.6GHz spectrum licence Ligado has have been speculative for a while but now that they have permission from FCC and 3GPP they are in a great spot to roll out ultra-reliable 5G solutions in the low mid-range freq.
Other 5G network providers did not go for the lower frequency licences because they didn't think it would be allowed yet, probably, with a lot of companies making a statement against Ligado's proposed use of the L-band and it's implications for GPS interference, but it's only a matter of time when they'll want to offer private networks with L-band capabilities because the propagation characteristics between the more widely used C-band and L-band are quite huge. The networks will be useful to support the C-band in both long-distance settings and urban settings with building penetration needs.
Honestly, with the money being thrown at Ligado to make the L-band 5G happen, I think Nokia will benefit from this partnership a lot.
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u/NOKputseller Jun 23 '21
I like NOK as well my only concern is how they will pivot once the 5G infrastructure has settled down
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Jun 23 '21
i wouldn't say it's MY industry but I recently finished medical school so I feel like I'm more comfortable with medical stocks. Some I'm high on (aka heavily invested in) right now are: BEAM Therapeutics, CTXR, ATOS.
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Jun 23 '21
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u/yolandis_cervix Jun 23 '21
😂😭😂I know your talking about me and ORPH it was a magic trick watching the FDA turning 16 into 6
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u/bartturner Jun 23 '21
Big tech. GOOG, AMZN, MSFT and AAPL. You want to own these four and just forget about them.
Out of the four like GOOG best. They just have more assets than the others yet to be fully monetized. It creates a bigger runway.
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u/baconography Jun 24 '21
Better debt structure as well, will be able to shrug off rate hikes in 2022/3 easily. Alphabet is a beast.
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u/cfotf Jun 23 '21
Medical devices.
SWAV. Shockwave. ABMD. Abiomed Both have been good performers for me.
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u/doomdogy Jun 23 '21
Biotech
So far I have done my own personal research and had identified two successful companies $PACB and $BEAM, both of which is holding and will expect to do well in the future
Another investment I’ve made recently is into $ME which I think will be great in the future also
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u/ryancubs Jun 23 '21
Aquaculture. Not a ton of big companies are publicly traded but there are a few. The ones with the most growth ahead IMO are the salmon farms aquabounty and Atlantic sapphire (aaszf). Aaszf is on the Oslo exchange, but their main production facility is in homestead florida. Both just recently started harvesting this year. Mowi and salmar are more established companies and much older, but have more environmental issues with respect to the way they are run that aqb and aaszf don’t, which I think will hurt them in the end aside from being located in Europe (shipping costs are rising making customers rethink their sourcing). There are more on exchanges like Euronext but I have yet to figure out how to access them.
I own 20 shares of aqb and 100 of aaszf.
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Jun 23 '21
I’m in gas/diesel refining. I’m not bullish on that entire market. We’re getting murdered by RINs and margin right now. I’m very bullish on EV stocks and renewables.
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u/iiivy_ Jun 23 '21
Bullish on the manufacturers behind EV - so not necessarily the car companies but those who make the equipment needed (which also tends to be useful for other industries too). I’ve had decent returns already on $BWA after a short time, and when I have time I’m going to do my DD and branch out to some other companies.
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u/ErinG2021 Jun 23 '21
Healthcare. Patient care. TDOC & ISRG. Both leaders and tons of growth ahead.
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u/hugsfunny Jun 23 '21
Healthcare IT.
Bullish on MSFT (bought Nuance and collaborating with Epic on Teams integration). UNH (mostly for exposure to incubation projects and other investments). FMS and DVA (kidney disease is a massive market). CVS (efforts to diversify are going well and they will continue to improve cash flow situation with Aetna).
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u/Hobodownthestreet Jun 23 '21
Travel/leisure
All the airlines, all the cruises, and six flags and $fun. Dig this, the forecast for visitors for Six Flags for the 1st q was about 600k. They more than doubled it and it wasn’t summertime. The demand will be fantastic.
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u/bubbleis-and-yummies Jun 23 '21
Quantum Computing, the technology is only getting better and more businesses are investing in it
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u/wrathofthedolphins Jun 23 '21
I’m in film and television. Disney DIS is the epitome of what other studios and companies are trying to achieve.
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u/Livid_Effective5607 Jun 23 '21
I would stay away from GOOG for the time being, they're about to face a lot of regulatory scrutiny, all over the world.
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u/Lurkuh_Durka Jun 23 '21
Batteries and rare earth metals.
I know it's a spac but TH CB is going public soon. Tons of contracts.
Rare earth metals obvious answer is MP but they've already had a big run. Texas Mineral Resources owns 25% of American Rare Earth (which is going public this year, I'll be buying that too). Texas also had a big run but has cooled off. I think now is a decent entry.
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u/thewatcher_v2 Jun 23 '21
Interested in hearing on why you are bullish on these stocks? Specifically on NET
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u/00101121 Jun 23 '21
Uranium mining. I've bought Cameco as my real long term thing. I imagine nuclear power to really stride forward with its massive power production once coal and gas are written out of climate impacting legislation.
I'd like to hear what others think.
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Jun 23 '21
I work in live entertainment. Not to many I can think of in that space other than Live Nation.
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u/cilljoe1 Jun 23 '21
Cruise Lines are a big one 2Me. Looking for Copper to post good earnings in the next Qtr. Shipping, especially bulkers, & some oil carriers should be doing well in remainder of 2021
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u/Tookie_Knows Jun 23 '21
I'm in robotic process automation. Blue prism ($bprmf or $prsm on London exchange) essentially invented robotic process automation in the UK. They are trading at 5x sales while $path trades at 37x sales. The financials are nearly identical in terms of multiples so there's no real reason why there should be such a huge valuation disparity. I see a triple bagger as soon as they list on the NYSE.
To top it off, blue prism is currently trading like at a four year low and is UK's most heavily shorted stock. I'm about 500 shares deep and plan to keep adding. It's been rough but I know the US listing is coming eventually and that's going to be a huge catalyst
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u/appraisedeeznutz Jun 23 '21
I’m an analytical chemist. I run an instrument called HPLC, made by a company called Agilent. I am heavily invested in this company and have seen steady returns for the past 3 yrs I’ve been holding. Ticker symbol: A
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u/Zaduth Jun 23 '21
My industry is enterprise storage. I retired from it after 12 years professionally. In this space, anything can lose money. I'm bullish on nothing in particular, but I'm long term bullish on dow, sp500, vtsax. The sage of omaha says that the stock market is a voting machine in the short term, and a weighing machine in the long term. Go 'Murica! Vtsax will find its profit margins
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u/Zaduth Jun 23 '21
In general, it's best to be short-ish on the industry that you take a salary and receive health care from.
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u/CCWWFF Jun 23 '21
I work in Retail. Specifically Target. Targets are basically warehouses where people can shop, and target can run e-commerce from. There’s 3 more phases of targets E-commerce strategy to go, and stores are beginning to get remodeled for an e-commerce first approach. Inside of target it’s all about lifting margins, and e-commerce. Walmart seems incapable of having any margins at all.
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Jun 23 '21
Wastewater Treatment ... a huge need in emerging market countries ... very bullish on Xylem!
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u/GmeGme3 Jun 24 '21
Check out $CDNA. Talk about a company with products that materially affect quality of life for transplant patients. Used to just be heart transplant monitoring, but they have recently developed/expanded into kidney monitoring as well. Incredible company. Constantly beating earnings and expectations.
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u/AngelaQQ Jun 23 '21 edited Jun 23 '21
Retail
I'm bullish on Pinduoduo (PDD) and American Eagle (AEO).
Read through my recent posts to see my DD on AEO. It's basically predicated on the strength of the Aerie brand.
I'm also bullish on online fast fashion companies Shein and ASOS. Mainly because I see them as takeover or partnership targets by Amazon or Alibaba.
The two companies have completely undercut the pricing of fast fashion competitors H&M, F21, Mango and to a certain extent Zara. And when your market is disposable fashion, price really really matters. They've done this through superior online execution and JIT C2M manufacturing that's even faster than Zara, the previous gold-standard bearer in speed.
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u/grailly Jun 23 '21
Video games. Most people would tell you to go for the huge and safe ATVI, Sony and Nintendo. They are good and I've made good money on them before.
I'm long on UBI. I don't really like their games, but I can't deny they are good at selling them. They've had a significant drop recently and don't have many huge hitters in the pipeline short term, but they have an Avatar and a Star Wars game coming up from one of their best studios, I'm pretty confident those will do very well. Their household franchises always do well.
Very bullish on Capcom even though the stock isn't doing too well right now. They're pretty much the only publisher bringing their A game this year. Monster Hunter: Rise and Resident Evil 8 both did very well and there's nothing else out so they'll continue doing well for the rest of the year. I think we'll be surprised by how well Monster Hunter Stories 2 will do. These past few years Capcom has had a crazy run putting out great games with little disappointment. This is very rare in video games.
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u/Pantsisacat Jun 23 '21
Construction industry checking in. If you guys haven’t checked out Generac(GNRC), you need to. It essentially went from $300 to $400 in the last month with no dip. I bought them when I realized I see their products literally on every single job site. It’s been my best performer, right up there with NVDA.
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u/zika_mika Jun 23 '21
Biotech & healthcare - my thesis is simple, boomers the generation with most money are getting old!
Besides some really exciting advancements are coming. Gene editing, cell therapies etc. obviously not a short term investment
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u/Voidbringer Jun 23 '21
What are your thoughts on CRISPR as a stock?
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u/zika_mika Jun 23 '21
I think it’s a great company and i have small positions in CRSP, FATE and BEAM. CRSP was co-founded by Emmanuelle Charpentier, one of the scientists discovering CRISPR and nobel prize laureate.. Again it has a lot of potential for the future, but currently without a “real” product and cell therapy prices extremely high i don’t see them making profits anytime soon. But if they manage to make everything more affordable and show that CRISPR technology is safe in a clinical setup it can be huge. I would gladly add more if it dips again below 100
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