AndreasRuhlmann

AndreasRuhlmann

makes medical devices to send patient's real time data to doctors. Allows telemedecine stop at $138

AndreasRuhlmann

Rockwell automation - resuming uptrend after pullback

AndreasRuhlmann

16-17 is major support. needless to say that Ali Baba has the platform to drive online drugs sales Huge long term potential. can disrupt the entire value chain

AndreasRuhlmann

after sideways tradig for 2 years, the next upmove should be significant. only the start

AndreasRuhlmann

Yoga apparel maker uptrend is intact both price-based and relative to the sector

AndreasRuhlmann

$15 is major support

AndreasRuhlmann

Buy AMD – to play the next gen game consoles Ps5 and Xbox X • Next console cycle begins in end 2020 with Sony PS5 and Msft Xbox X. • Console mkt expected to grow from 50B to 75B by 2025 • In previous cycles Microsoft and Sony relied on different suppliers, this cycle AMD takes it all. • AMD offers the best CPUs and GPUs for gaming performances, and could become...

AndreasRuhlmann

Financials showed relative strength with sales growth expectations above other sectors according to UBS June CEO survey

AndreasRuhlmann

High Beta finding support at key level

AndreasRuhlmann

It will probably take over a year to go back to pre-covid economic levels. Central banks and government will keep pumping money to support the economy, which is a long-term tailwind for Gold. The precious metal will also continue to be attractive as a portfolio diversifier, its cost to hold is cheap considering low or negative interest rates. Gold hit fresh highs...

AndreasRuhlmann

It will take years to go back to pre-covid employment levels. Central banks and government will keep pumping money in the system, both democrats or republicans, whoever wins next election. Gold will benefit, gold shares even more. Gold printed fresh highs, I expect gold shares will be catching up. Favour large cap low-cost open pit mines: NEW or GOLD (barrick),...

AndreasRuhlmann

(Bloomberg) -- Heineken NV, Anheuser-Busch InBev NV and other brewers finally have a glimmer of good news in the fall- out from the coronavirus pandemic, which forced the shutdown of restaurants, bars and pubs in large parts of the world. The latest Nielsen data for Europe for the four weeks ended April 19 show solid growth trends, according to Goldman Sachs...

AndreasRuhlmann

Cybersecurity firm Fortinet rose 20% to record high yesterday after Q1, due to home office tailwind. - Another stock in the space is Cyberark (CYBR), and is still 40% off the highs. - Leader in protecting privileged account (admin acc) that holds key to all companies sensitive data, and is the target of most cyber attacks. - No direct link to home office, but...

AndreasRuhlmann

Stop below 50.

AndreasRuhlmann

Oil traders buy oil spot and sell it forward to take advantage of unsually large contango on the futures curve. 6 month forward on brent and wti sells at a premium exceeding 10$ a barrel. Shortage of land storage pushes oil traders to store oil on water using ships. There are only about 800 VLCS (Very Large Container Ships) and the daily rental price has...

AndreasRuhlmann

Oil traders buy oil spot and sell it forward to take advantage of unsually large contango on the futures curve. 6 month forward on brent and wti sells at a premium exceeding 10$ a barrel. Shortage of land storage pushes oil traders to store oil on water using ships. There are only about 800 VLCS (Very Large Container Ships) and the daily rental price has...

AndreasRuhlmann

Where are we in the sell off? Phase 1 of heavy deleveraging is may be over, making way for the rebound (phase 2). Equity markets fell 35% in a very short period of time, hence a rebound is all but normal, and with big selloffs comes big rebounds. The recovery could stretch until month end as equity funds re-balance their portfolio for the end of the quarter. UBS...

AndreasRuhlmann

Apple warned in February it will miss revenue guidance for March for 2 reasons: 1. supply constrained 2. slower demand in China The warning came before Corona started to spread outside of China like in South Korea and Italy. Likelyhood is high, that it will spread to the rest of Europe..and US as well. Apple statement during the profit warning on feb 17:"...