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What I am looking at December 23, 2021
- Paychex (PAYX)…how can this company continue to be ignored by the analysts… Barclays raises price target from $115 to $140, citing nice beat and raise… I think much better than that, tremendous hiring binge and new company creation…
- JD.com (JD)… Tencent disposes 457 million shares, reducing stake from 17% to 3%… this is punishment for antitrust behavior, they have a big slug of Pinduoduo (PDD) too-they have 18 million shares of the on-line bazaar company…
- Where are the test kits –the 500 million?… I don't think White House has them…
- Why is the White House not invoking the Defense Production act to make more pills?
- Japan says it needs more data for Aduhelm – the Biogen (BIIB) Alzheimer's drug. … I continue to like the odds of Eli Lilly (LLY)…
- Peloton (PTON)… price target cut $55 to $38 at Citi… that November equity raise was a bummer…
- Bernstein likes both United Parcel Service (UPS) and FedEx (FDX) and raises PT… looking for nice holiday upside for UPS-expansion.. It is a club number one pick…
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(Jim Cramer's Charitable Trust is long LLY, UPS.)
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