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Infrastructure

SP500: Sell Rallies - Pre-empt PullbackMy strategy for the SP500 index is as follows: - Exit Long positions on rallies and hold a core long position for the long term ( "time in the market") - Wait for a deep pullback to start adding back Longs (SP500 is growth function) - Happy to scalp short term, but I like a to 'load the wagon" long if we had a decent 600-1000 point correction! - Trade in smalls and build a position (limit grids - no 'binary' trading) Fiscal stimulus is still strong. Downside issues is the ridiculous USA debt ceiling, which is meaningless in a fiat currency system, but which is exploited for political reasons. Infrastructures deal is great for the market - but that seems subject to risks also. The ideal situation would be to have a 'deep' correction, and then have a decent infrastructure deal be agreed to and passed in the house. NB. Infrastructure deal is passed and debt ceiling is avoided - ignore the above (but it is very unlikely that we will not have volatility and further downside runs in the market as we approach end of September and go into October).
AMEX:SPYShort
by Adam-Cox
LEU WILL POWER THE FUTUREWith a major infrastructure plan in the works, EV burning up the roads, and hoping for a green future, Leu is waving its flag and trying to get our attention. Earning report on 8/17 Bill could pass any day, earnings report likely positive - If they happen close together this will be a one-two punch on the accelerator. Price to drop on 8/11 with 8:30 AM inflation numbers - good time to load up and strap in before lift off! the above is personal opinion and should not be construed as stock advice or direction. Good luck!
AMEX:LEUShort
by OldHorse7
$SWI Solar winds infrastructure win..SolarWinds Corporation designs and develops information technology management software for infrastructure solutions. The Company offers solutions such as network performance monitoring, configuration, virtualization, database management, hosted logs, security, and configuration. SolarWinds serves customers in the United States. JULY 20TH 2021 Red shake off of previous shareholders while taking in new inflow due to gap up. On August 2nd 2021, a massive green candle has resulted in clear EMA Cross over of all three minor EMA (20/50/100) over the major EMA trend line(200) On August 3nd 2021. This all indicates bullish up trend. If you refer to the last time this happened, on Jun 24th 2020, and you bought on that day, the stock would have ran up roughly 25% till the 11th of december. Where you can see a bearish down trend occurs, and the EMAS all dip under neath the 200 EMA. This bearish downtrend has been confirmed dead on the 20th of july 2021. I believe a new bull run has started. Due to current Catalysts involving the Infrastructure 1 trillion plan, $1.5 Cash per share one time dividend annoucement, Morgan Stanely raised price target from 20-> 40, and Earnings suprise today of 60%. I believe this company will achieve even higher revenues and have another earnings beat in november. While also maintaining a bull run to 30-40 dollars. Where is support? Most likely at 22.86. (Refer to high on feb 04 2020, and August 07 2020.) Thanks, Ben finance.yahoo.com(SWI)%20came%20out%20with,Estimate%20of%20%240.43%20per%20share. www.businesswire.com
NYSE:SWILong
by benarcotta
3
DLF - does it need our attention?The monthly chart shows rejection at 23.6% FIB. However, it's above an important zone of around 270 from where the price has previously reversed. RSI is also 60 which is good. Weekly RSI is 60 as well, a good sign. It appears to have formed an HH and an HL for now. However, price rejection at higher levels seems apparent. The Daily chart shows RSI at 60, too. A trend-based FIB extension points towards a potential resistance of 315 once 300 is breached, with support at 282. The price is a little higher for my liking which might make it slightly lower RR (if I recall correctly, this is why @Anosh_Mody and I hadn't included this in our video). But it appears decent technically. In fact, it kinda follows Vishal Malkan 's G-F-F setup with RSI being 60.
NSE:DLF
by MarketsWithKR
MICROCAPS - DPLSAlgorithm has given entry signals for Darkpulse - Darkpulse is an under the radar, future potential tech disruptor and monopoly. - We believe that Darkpulse shares many similarities with Palantir, and will see similar outsized moves. - Darkpulse will see incredible benefits from the coming infrastructure, tech, energy, defensives boom cycles. - Potential technical breakout after consolidation and accumulation. - Invalidated if the rally turns to a sign of weakness and turns to further accumulation. - Attached Fundamental Analysis. GLHF, DPT Disclaimer: We absolutely do not provide financial advice in any shape or form. We do not recommend investing based on our opinions and strongly cautions that securities trading and investment involves high risk and that you can lose a lot of money. Loss of principal is possible. We do not recommend risking money you cannot afford to lose. We do not guarantee future performance nor accuracy in historical analyses. We are not registered investment advisors. Our ideas, opinions and statements are not a substitute for professional investment advice. We provide ideas containing impersonal market observations and our opinions. Our speculations may be used in preparation to form your own ideas.
OTC:DPLSLong
by UnknownUnicorn1043646
1
Stocks/Industrials - CNR Railroad WarsIdea for Canadian National Railway: - An interesting thing has occurred. CNR approached Kansas City Southern (KSU) with an unsolicited offer that would merge the companies to become the first and only single railroad to cross Canada, the US, and Mexico. A combination of either CNR or CP with KSU would do this. Naturally, CP will want to stop this existential threat at all costs. - Such a deal must pass massive regulatory scrutiny and receive approval from the Surface Transportation Board. - CP filed a formal objection to the rival bid with the STB, which has the final say on rail acquisitions in the US, in order to buy time. The 10% price drop in CNR during the 30% rise of KSU reflects the euphoric investors now pricing in the probability of a deal and a no-deal. - The bottom line is that deal, or no-deal, CNR is at quite the discount, for investors bullish on defensive stocks in the industrials/transportations sectors. Our speculation is that the deal will occur, and it will occur for CNR. Why? - We believe that a macro turn is here. We are bullish on the industrials/transportation sectors. - This aligns with our belief in the theme that that a time is here such that companies in all sectors to undergo mergers & acquisitions, in a race to become "Too Big To Fail" and obtain the blessing of government subsidization before the inevitable mass bail-ins. - As the global economy moves toward Stagflation, and perhaps Deflation, investors will decrease their risk appetite appropriate for a Goldilocks economy, and will rotate from Momentum and Consumer Discretionary stocks to Quality, Consumer Staples, Utilities, Dividend Yields, and Defensives stocks. - We foresee a ravenous appetite in the supply chain sector, due to (a) COVID shipping backlog, which will only increase should COVID mutate and cause further lockdowns, (b) nations moving toward domestic production, which will increase intranational logistics and infrastructure demands, and (c) a shift from a software-oriented tech boom to a boom in the industrials and capital goods sector, from what we perceive is being attempted with the US stimulus packages. - CNR is the bigger company, and has more resources at its disposal. At such a junction, the time has come for them to bet everything on becoming the undisputed railway leader in the Americas before the industrials boom cycle. - CP's objection is simply a tactic to buy time, but CNR will inevitably come back with an even greater offer. At the end of this game, CP cannot win, but only come out in a stalemate, which will not benefit KSU. What they could do is continue to be a thorn in CNR's side until they receive a favorable portion of the pie, such as % ownership of the new entity. - KSU will at least want to maintain the façade of considering any deals, to keep the momentum in their stock price. - CP may offer a great entry later on, should they fail in their efforts and investors abandon them. - Technically, the prices must converge. CNR is at the bottom of a horizontal channel, but it would be apt to observe the reaction to the correction before entry, to see if it is indeed an over-reaction. - We doubt that institutional investors will let this opportunity pass and allow a 100 year old defensive company and Canada's largest railway to fall further. 120~ is the lowest we think it could fall. - Interestingly, Bill Gates has recently become the largest single shareholder of CN stock, owning a 10.04% interest. We have further speculations about Bill Gates' ESG objectives, which for now - shows large investors' confidence in the company. GLHF, DPT Disclaimer: We absolutely do not provide financial advice in any shape or form. We do not recommend investing based on our opinions and strongly cautions that securities trading and investment involves high risk and that you can lose a lot of money. Loss of principal is possible. We do not recommend risking money you cannot afford to lose. We do not guarantee future performance nor accuracy in historical analyses. We are not registered investment advisors. Our ideas, opinions and statements are not a substitute for professional investment advice. We provide ideas containing impersonal market observations and our opinions. Our speculations may be used in preparation to form your own ideas.
TSX:CNRLong
by UnknownUnicorn1043646
2
First ever 4g/5g network from sat to cellphone & Lassonde curve.First ever global 4g/5g cellular phone network beeing built by $ASTS seems to follow similar market mechanisms and psychologies as that of junior mining operations: The Lassonde curve, with it’s two waves of share price increase. Only competitor so far (possible duopoly) is Lockheed Martin and Omnispace cooperstion. Technology is proven with Bluewalker 1 satellite. Huge TAM, small market cap. Founder shares in lockup for 12 months. There was an manipulation down starting April 6, which is in steep reversal presenting an excellent entry opportunity. Well timed public offering in first wave means first phase fully financed.
NASDAQ:ASTSLong
by CatSE
1
First global 5g/4g global satellite network and Lassonde curve.First ever global 4g/5g cellular phone network beeing built by $ASTS seems to follow similar market mechanisms and psychologies as that of junior mining operations: The Lassonde curve, with it’s two waves of share price increase. Only competitor so far (possible duopoly) is Lockheed Martin and Omnispace cooperstion. Technology is proven with Bluewalker 1 satellite. Huge TAM, small market cap. Founder shares in lockup for 12 months. There was an manipulation down starting April 6, which is in steep reversal presenting an excellent entry opportunity. Well timed public offering in first wave means first phase fully financed. Institutional ownership increasing signals exit of orphan period, entering development phase of Lassonde curve. Optimal entry.
NASDAQ:ASTSLong
by CatSE
Bullish on infrastructureThis fund tracks Global infrastructure. 62% USA, 13% CANADA, 10% ASIA, 5% EUROPE, 10% ETC. As Biden has launched his infrastructure bill it is expected that Infrastructure will perform well in the next 4 years. Infrastructure performed well before corona so there is no doubt that after Covid is finished Infrastructure will "pop-off". From a technical analysis point of view, the ETF is in a bull run. I would classify the stock as a hold right now. However, once SMIO starts dipping I would sell. I am very excited about the future of infrastructure and this ETF. If you want a well-diversified portfolio this ETF is a must.
XETR:IQQILong
by Nico_TM
Ivey PMI could boost Canadian dollarThe Canadian dollar has reversed directions on Tuesday and posted slight losses. Currently, USD/CAD is trading at 1.2549, up 0.25% on the day. The Ivey PMI rebounded in impressive form in February, rising to 60.0, well into expansionary territory. This followed two straight readings below the 50-level, which indicated contraction. The street consensus stands at 62.0 for March, and a read within expectations could boost the Canadian dollar. A booming house market in Canada and elsewhere has raised fears of a housing bubble. Soaring house prices are nothing new in major urban centers such as Toronto and Vancouver, but this red-hot market has spread across the country. However, the Bank of Canada will be unwilling to make any moves such as raising interest rates, given the fragility of the Canadian economy. The recovery could be a long one, as Canada's vaccine rollout has been unimpressive, and Covid continues to weigh on the economy.  BoC Governor Tiff Macklem has called the price increases in housing "unsustainable", but with mortgage rates at an ultra-low 1.5%, demand will likely remain strong, keeping house prices at very high levels in the near future.  If mortgage rates suddenly rise, it could trigger a significant drop in house prices and drag the Canadian dollar down as well The US dollar has lost some of its lustre, as US Treasury yields have retreated. The greenback failed to take advantage of a stellar Nonfarm Payrolls report on Friday, which rose to 916 thousand, up from 379 thousand. With the Biden administration working on a massive infrastructure package, there are expectations that upcoming NFP prints will exceed the 1-million mark, as the US economy continues to gather steam. There is resistance at 1.2640. This is followed by resistance at 1.2703. n the downside, there is pressure on support at 1.2521. Below, there is a support level is at 1.2465
by OANDA