Long Ideas Archives - Page 2 of 33

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel July 9, 2021July 9, 2021 DuPont de Nemours, DuPont de Nemours (DD), DuPont de Nemours Inc. (NYSE: DD), DuPont Makes the Building Blocks of Modern Civilization, How Much Money does DuPont de Nemours Inc. Make?, Is DuPont a Growth Stock?, Is DuPont de Nemours Inc. (DD) a good stock?, Is DuPont Making Money from Chemicals?, Will DuPont grow with e-commerce?

Is DuPont Making Money from Chemicals?

During the 20th Century, DuPont developed many revolutionary products. Those products include; Cellophane, Nylon, Mylar, Tedlar, Tyvek, Kevlar, Nomex, Styrofoam, and Thermax. Hence, DuPont makes many of the building blocks of modern civilization.

Long Ideas

daniel July 7, 2021July 7, 2021 Does Welltower Make Money?, Is Welltower Making money from Senior Housing?, Welltower, Welltower (WELL), Welltower Inc. (NYSE: WELL), Welltower’s business could explode, Welltower’s Revenues Shrink, What Value Does Welltower Have?, Will COVID-19 Kill Welltower?

Is Welltower Making money from Senior Housing?

Welltower’s business could explode because Statista estimates people over 65 could comprise 22% of the US population by 2050. Statista estimates that 16.5% of the US population was over 65. in 2019.

Long Ideas

daniel July 2, 2021July 3, 2021 Does T-Mobile make money?, How Much Cash Does T-Mobile Generate?, How Much Debt does T-Mobile Accumulate?, Is T-Mobile a Tremendous Value Investment?, T-Mobile (NASDAQ: TMUS), T-Mobile (TMUS), T-Mobile is Capable of Enormous Growth, What Value Does T-Mobile Have?

Does T-Mobile (NASDAQ: TMUS) make money?

T-Mobile’s US subscriber base grew from 86.05 million in fourth quarter 2019 to 102.06 million in fourth quarter 2020.

Long Ideas

daniel June 25, 2021June 25, 2021 A RSV F Vaccine for children between six months and five years of age for Respiratory Syncytial Virus., Can Novavax Cash in Vaccines?, Ebola GP Vaccine for the Ebola Virus, How Much Cash Does Novavax Borrow?, Is Novavax making money?, Matrix-M™, Middle East Respiratory Syndrome (MERS) Vaccine, Mr. Market Overvalues Novavax, NanoFlu Seasonal Influenza Vaccine, Novavax (NVAX), Novavax Experiences Astronomical Growth, Novavax has nine vaccines in development, Novavax Inc. (NASDAQ: NVAX), Novavax Inc. (NVAX), NVX-CoV2373, NVX-CoV2373 vaccine, PREVENT-19, Severe Acute Respiratory Syndrome (SARS) Vaccine, The Novavax COVID-19 Vaccine, What Value Does Novavax Have?

Novavax Experiences Astronomical Growth

However, the PREVENT-19 vaccine showed 60% efficacy against the South African variant of COVID-19. Those results came from tests on over 4,400 people in South Africa.

Long Ideas

daniel June 15, 2021June 15, 2021 Ciena (CIEN), Ciena Corporation, Ciena Corporation (NYSE: CIEN), Ciena’s Cloud Solutions, How Ciena Cashes in on the Cloud, How Much Cash can Ciena Corp generate?, How Much Money Does Ciena Corp make?, Is Ciena Corp a value investment?, The Ciena Corp (CIEN), What Value Does Ciena Have?, Will COVID-19 Help Ciena Grow?

Does the Ciena Corporation make money in the Cloud?

I think Ciena’s business revenues are shrinking because executives are afraid to buy new equipment. Executives were afraid to buy equipment because of the economic uncertainty COVID-19 generated. Now that the pandemic is easing, and the economy is recovering, I predict sales growth at Ciena Corp (CIEN).

Thrift

daniel June 10, 2021June 10, 2021 GATX (GATX), GATX (NYSE: GATX), GATX Corporation (NYSE: GATX), Is GATX a Growing Company?, Is GATX making money?, The Value Case for GATX, What Value Does GATX have?

Is GATX making money?

Leasing equipment allows GATX to profit from railroads without the expense and hassle of owning the track and other infrastructure. Additionally, GATX can escape many government regulations, because it owns no track.

Long Ideas

daniel June 9, 2021June 9, 2021 Best Buy (BBY), Best Buy Co. Inc. (NYSE: BBY), Best Buy has a High Margin of Safety, How Best Buy Thrives in the Retail Apocalypse, How Much Money is Best Buy Making?, What Value Does Best Buy Have?, Why Best Buy thrives in the Retail Apocalypse, Why is Best Buy Thriving in the Pandemic?

Why Best Buy thrives in the Retail Apocalypse

I consider, Best Buy a value stock in retail because it can thrive during catastrophes including the Retail Apocalypse and the COVID-19 pandemic. Since we are in living in an age of catastrophes, I predict Best Buy will continue to thrive and grow as other brick and mortar retailers die.

Long Ideas

daniel May 17, 2021May 17, 2021 Cooper-Standard, Cooper-Standard (CPS), Cooper-Standard Holdings, Does Cooper-Standard Generate Cash?, Does Cooper-Standard Make Money?, Fortrex, Is Cooper-Standard Holdings making money?, What is Cooper Standard?, What Value Does Cooper-Standard (CPS) have?, Will the Auto-Market Recover?

Is Cooper-Standard Holdings making money?

The value of Fortrex is obvious. Automakers will need something like Fortrex on electric, gasoline, and diesel vehicles. Obviously, petrol and diesel vehicles will need more Fortrex because internal combustion engines contain hoses.

Long Ideas

daniel May 13, 2021May 13, 2021 A leader in Fuel Cells, Bloom (BE), Bloom Energy (BE), Bloom Energy (NYSE: BE), Bloom Energy claims Fuel Cells can drive ships, Bloom Energy Corporation (BE), Bloom Energy Corporation (NYSE: BE), Can Bloom Energy Make Money from Fuel Cells?, Clean Energy 24-Seven with Fuel Cells, How Much Cash is Bloom Generating?, What Value does Bloom Energy Have?

Can Bloom Energy Make Money from Fuel Cells?

The plan at Bloom is to adapt its fuel cells for maritime use. One idea is to use Bloom’s fuel cells on ships. Currently, Bloom Energy has engineering and products teams modifying fuel cells for use on ships. In addition, Bloom has partnered with naval architecture and marine engineering Foreship on the seagoing fuel cell project.

Long Ideas

daniel May 6, 2021May 6, 2021 A Growing Value Investment, Does Freeport-McMoRan make money with Copper?, Freeport-McMoRan (FCX), Freeport-McMoRan (NASDAQ: FCX), Freeport-McMorRan Inc. (NYSE: FCX), How Electric Vehicles will Increase the demand for Copper, How FreePort McMoRan can profit from the Green Economy, Is Freeport-McMoRan making money?, Why are Copper Prices Growing?

Does Freeport-McMoRan make money with Copper?

For example, Jaguar plans to go all-electric by 2025, Volvo wants to go electric by 2030, and General Motors (GM) by 2040. Consequently, the world will need thousands of tons of additional copper that FreePort-McMoRan can provide.