Investor

Bill Gates, founder of the Bill & Melinda Gates Foundation, is one of the richest people in the world with a combined fortune of more than $136 billion. His success has inspired many to pursue careers in technology. In addition to his exploits with tech giant Microsoft, Gates has been almost as successful in his stock market investments, though they seem to often slip under the radar because of the focus on the billionaire’s other achievements. Michael Larson, who oversees the trust, also manages Gates’ personal fortune.

The Bill and Melinda Gates Foundation was founded nearly three decades ago, and its portfolio has now grown to more than $23 billion.

1. Grupo Televisa, SAB (NYSE: TV ) is a Mexican media company. Morgan Stanley analyst Cesar Medina recently upgraded the stock from Equal Weight to Overweight with a $13 target price, supporting the firm in achieving operational improvements through a new content asset joint venture.
2. FedEx Corporation (NYSE:FDX) provides transportation, e-commerce and business services. The Bill & Melinda Gates Foundation Trust had more than 1.4 million shares of the company’s stock worth $327 million as of the end of September. The foundation first bought a stake in the firm in the third quarter of 2012.
3. United Parcel Service, Inc. (NYSE:UPS). The fund stated in its third quarter filing that it owns more than 2.2 million shares of United Parcel Service, Inc. (NYSE:UPS) for $415 million, representing 1.79% of its portfolio. United Parcel Service, Inc. (NYSE:UPS) provides parcel delivery, shipping, logistics and financial services. United Parcel Service, Inc. (NYSE:UPS) has been present in Gates’ portfolio for nearly seven years.
4. Crown Castle International Corp. (NYSE:CCI) is a real estate investment trust headquartered in Texas. Deutsche Bank analyst Matthew Nicknam recommends buying the stock with a $175 target price. In a recent note to investors, the analyst stressed that the firm remains a “big beneficiary” of robust early 5G assemblies in the U.S. Recent documents show that the Bill & Melinda Gates Foundation has a long position in more than 4.5 million shares of Crown Castle International Corp. (NYSE:CCI) for more than $791 million, representing 3.41% of the portfolio. The holding is one of the oldest funds, appearing in the portfolio for the first time in fourth-quarter 2014 filings.
5. Ecolab Inc. (NYSE:ECL) offers water, hygiene and infection prevention solutions. According to the latest 13F filing, the fund owns a stake in the firm worth more than $910 million, consisting of 4.3 million shares. It first bought a stake in the company in the third quarter of 2012.
6. Walmart Inc. (NYSE:WMT) owns and operates retail, wholesale and other divisions. Brett Biggs, the company’s CFO, said recently that the retail giant is open to the idea of accepting cryptocurrencies as payment, but there was no “overwhelming desire” to move quickly in that direction. Bill Gates’ hedge fund entered the fourth quarter of 2021 with 6.9 million shares of Walmart Inc. (NYSE:WMT) in a portfolio worth about $964 million. The company has been in Gates’ portfolio since the third quarter of 2012.
7. Canadian National Railway Company (NYSE:CNI ) provides rail and related transportation services. The Bill & Melinda Gates Foundation Trust had more than 13 million shares of the company’s stock worth $1.5 billion as of the end of September. The foundation first bought a stake in the firm in the third quarter of 2012.
8. Caterpillar Inc. (NYSE: CAT ) In third-quarter filings, the Bill Gates Foundation indicated that it owns more than 9.6 million shares of Caterpillar Inc. (NYSE:CAT) for $1.8 billion, representing 8.01% of the portfolio. The firm makes and sells construction and mining equipment. It has been present in Gates’ portfolio for nearly nine years. Washington-based Bill & Melinda Gates Foundation Trust is a leading shareholder in Caterpillar Inc. (NYSE:CAT) with 9.6 million shares worth more than $1.8 billion.
9. Waste Management, Inc. (NYSE:WM ) Waste Management, Inc. (NYSE:WM) provides environmental waste management services. In late October, the company released its third-quarter earnings report, reporting revenues of $4.6 billion, up 21% from the same period last year and exceeding estimates by $120 million. The latest documents show that the Bill & Melinda Gates Foundation Trust owns more than 18.6 million shares of Waste Management, Inc. (NYSE:WM) for more than $2.7 billion, representing 12.00% of the portfolio. The holding is one of the oldest funds, appearing in the portfolio for the first time in the third quarter of 2012 filings.
10. Berkshire Hathaway Inc. (NYSE: BRK-A )Berkshire Hathaway Inc. (NYSE: BRK-A) is a conglomerate that owns insurance companies, consumer products, transportation and other businesses. According to the latest 13F, the fund owns a stake in the firm worth more than $10.5 billion, consisting of 38 million shares. It first bought a stake in the company in the third quarter of 2012.

Friends! If you found this interesting, don’t forget to give it a like, so we know you’re “getting it.” And we can carry out a more detailed analysis of each of the shares in terms of technical and fundamental analysis specifically for you. We will post the results here as well.

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#tv #brk-a #wm #cat #cni #wmt #ecl #cci #ups

Vaxzevria, the coronavirus vaccine developed by international pharmaceutical giant AstraZeneca, is currently approved in 134 countries, three more than the U.S.-German Pfizer-BioNTech joint venture. As our chart shows, the most widely available and proven vaccines are produced in Western countries such as the United Kingdom, the aforementioned Germany and the United States.

Rounding out the top three, according to data accumulated by COVID-19 Vaccine Tracker, is a Johnson & Johnson vaccine that successfully protects against all strains up to Delta, but is suspected to be less effective against Omicron. This variant, first discovered in South Africa but not necessarily originating there, is quickly becoming the predominant iteration of the coronavirus in many countries of the world because of its high transmissibility – and is also a concern for Chinese and Russian vaccine manufacturers.

Sputnik V, approved in 74 countries but not yet tested by the WHO and the European Medicines Agency, was the subject of conflicting reports in December: one Russian study claimed a sustained reaction to the newest version of the vaccine, while an international study conducted on samples from various sources in the United States, Italy, Pakistan and Buenos Aires reported virtually no antibody response after a third vaccination with the Russian vaccine. The same study questioned the effectiveness of the Covilo vaccine, produced by the Chinese pharmaceutical company Sinopharm and available in 85 countries, in the face of Omicron. Another major Chinese vaccine, Sinovac, also appears to be less effective against the newest variant. According to a Yale University study, a combination of two shots of the original vaccine and a booster from Pfizer-BioNTech produced the same antibody response as two shots of the mRNA vaccine.

Overall, China has vaccinated its population the most, 2.9 billion for 1.4 billion people, compared with 1.5 billion in India, 1.1 billion in Europe and 521 million in the United States, according to Our World in Data. Although the People’s Republic’s previous measures have been largely successful in curbing the spread of Alpha, Beta and Delta variants, the problems caused by the Omicron variant and the apparent decline in effectiveness of domestic vaccines are likely to change the situation in the future.

#vaccine

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Periodic Table of Commodity Returns (2022 Edition)
For investors, 2021 was a year in which almost all asset classes ended in the plus, with commodities providing some of the highest returns.

The S&P Goldman Sachs Commodity Index (GSCI) was the third best-performing asset class in 2021, yielding 37.1% and outperforming real estate and all major equity indices.

This chart from U.S. Global Investors tracks individual commodity returns over the past decade, ranking them by individual performance for each year.

A surge in commodity prices in 2021

After the strong performance of commodities (especially metals) in the previous year, 2021 was all about energy commodities.

Energy fuels made up the top three for 2021, with coal providing the highest annual return of any commodity in the past 10 years at 160.6%. According to U.S. Global Investors, coal was also the least volatile commodity of 2021, meaning investors could ride easy as fossil fuel prices rose.

The only commodities that were in the negative this year were precious metals, which failed to maintain positive momentum despite rising inflation across all commodities and asset prices. Gold and silver yielded -3.6% and -11.7% respectively, platinum -9.6%, and palladium, the lowest-yielding commodity of 2021, -22.2%.

In addition to precious metals, all other commodities posted double-digit positive returns, and four commodities (crude oil, coal, aluminum, and wheat) had their best performance in a decade.

Energy commodities are thriving as the world reopens

The partial reopening of travel and the reopening of businesses in 2021 have been powerful catalysts for energy commodity prices.

After crude oil prices plunged to negative levels in April 2020, black gold showed a strong comeback in 2021 as it returned 55.01%, even though it was the most volatile commodity of the year.

Natural gas prices also rose significantly (46.91%), with natural gas prices in the U.K. and Europe rising even more as supply constraints faced a winter surge in demand.

Although coal was the second worst performer of 2020, with the transition to clean energy looming on the horizon, it was the best commodity of 2021.

The strong demand for electricity has made coal popular again, especially in China, which accounts for one-third of global coal consumption.

Base metals beat precious metals

The year 2021 was a tale of two metals, as precious and base metals had opposite returns.

Copper, nickel, zinc, aluminum and lead, essential to the transition to clean energy, maintained last year’s positive returns as electric car batteries and renewable energy technologies caught investors’ attention.

Demand for these energy metals looks set to continue into 2022, as Tesla has already signed a deal with Talon Metals for 75,000 tons of nickel worth $1.5 billion.

On the other hand, precious metals just sank like a rock last year.

Investors turned to stocks, real estate, and even cryptocurrencies to save and grow their investments, rather than the traditionally favorable gold (-3.64%) and silver (-11.72%). Platinum and palladium also lagged behind other commodities with returns of -9.64% and -22.21% respectively.

Cereals are making steady gains

In a year that saw both over- and under-performance in the market, grains maintained their steady momentum and posted positive returns for the fifth consecutive year.

Both corn and wheat delivered double-digit returns, with corn reaching eight-year highs and wheat reaching prices not seen in more than nine years. Overall, these two grains followed a trend of rising food prices in 2021 as the U.N. Food and Agriculture Organization’s Food Price Index hit a 10-year high, up 17.8 percent for the year.

As inflation for commodities, assets and consumer goods rose sharply in 2021, investors will now be watching closely for a pullback in 2022. We will have to wait and see if the Fed’s plans to raise rates and cut asset purchases succeed in keeping commodity prices stable.
#commodities #grain #metals
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In terms of results in U.S. stock markets, the big tech, semiconductor and asset management sectors were among the best performers in 2021, according to Visual Capitalist’s analysis of S&P 500 stocks using data from finviz.com . While the reasons for their successes, such as lack of resources and a greater focus on e-commerce and online solutions during the pandemic, are obvious, as our chart shows, there are losers in unexpected areas.

For a long time, Chinese e-commerce companies such as Alibaba, Meituan or Pinduoduo have been relatively safe investment bets, with the Republic of China leading the segment in total revenue. The reasons for making it one of the worst sectors in 2021 are varied, but mostly have to do with stricter regulations for tech companies and the Chinese government’s proposed amendments to the e-commerce law in an effort to improve data security and prevent further monopolization. Precious metals miners are another unlikely candidate for a bad year. Because of the stability of gold and silver prices, this sector is usually able to withstand inflation and uncertain price dynamics in more volatile areas. Both precious metals have had negative year-to-date returns this year, which in turn has caused share prices of companies such as Silvercorp, the largest primary silver producer in China with four mining operations in the People’s Republic of China, to plummet.

While the stock market is known for its volatility, especially in fast-growing sectors such as technology and e-commerce, there have still been some unexpected turns last year. After the first year of the pandemic, the beginning of the rollout of the coronavirus vaccine, the emergence of new dominant variants of the virus and the ongoing shortage of semiconductors played an important role in affecting the stock market, for better or worse. With supply chain disruptions and shortages not going away anytime soon, and the rise in COVID-19 cases being an additional cause for concern, these factors will likely continue to affect the U.S. stock market in the coming year.
#stockmarkets #usa #2021
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Take a closer look at these stocks on the correction: the best stocks to hit the January slump

January is not uncommon for the stock market to experience post-holiday sell-offs. This time was no exception. To name a few quality companies that were growing nicely throughout the year, but last week they were hit by a bust. Now you can buy them at attractive prices.

The selection criteria are as follows. The stock rose over the past year by more than 30% (better than the market), it updated its high by early January (it participated in the New Year rally), and then fell by at least 10%, but held above its 200-day moving average (like the market as a whole).

The U.S. market
⭐️Microsoft (MSFT).

A frequent visitor to such rankings, it has added 45% over the year, despite the current decline. The company had a good “ride” on the holiday rise in indices, reaching $334 a share before the New Year. It now stands at $314.7, almost 6% below where it left to correct.

On Monday it was worth even less, down as much as 11.5% from its local high, but it bounced back sharply. It is not the fact that the correction will end there (it will depend on the news from the Fed and not only), but the levels to buy are rather interesting.

⭐️Estee Lauder (EL).

A powerful paper from the protective asset segment. A manufacturer of hygiene and cosmetics with a capitalization of more than $120 billion. It’s in the S&P 500. Its stock is up 30% over the year and hit a 12-month high of +44% on Jan. 4. The chip is now at a very good drawdown, more than 10% below its recent peak. Good choice in a changing cycle in the U.S.

⭐️S&P Global (SPGI)

A system-forming company in the stock market. Owner of the eponymous index of the 500 largest U.S. companies (as well as Dow Jones). Rating agency, formerly called Standard & Poor’s (one of the three largest in the world) – is also the possession of SPGI. The stock added more than 45% over the year before falling into a slump. You can make up to 10% on an upward bounce.

⭐️Fortinet (FTNT)

One of the top securities in the cybersecurity segment, and now also solidly cheaper. Unlike other tech stocks, FTNT didn’t follow the NASDAQ down in early December but made its all-time high during the New Year’s rally, gaining 28% in less than a month. It lost almost 20% during the January correction, but has already repaid half of the drawdown.

⭐️D.R. Horton (DHI).

The largest homebuilder in the United States. Just before the New Year, it renewed its all-time high just above $110 a share, from which it then went into a steep peak until it hit the 200-day midline. The last session was on the plus side, and today the rebound is active, but the stock is still under $97, meaning the potential for a rebound comes in at up to 13%. Mid-target investment houses are giving $120 and that’s up to another 10% upside.
#stocks
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According to FactSet, for the first time since the second quarter of 2020, more S&P 500 companies are releasing negative earnings per share forecasts.

According to the latest data, 93 companies in the S&P 500 issued EPS forecasts for Q4 2021, slightly below the five-year average of 100. Of those, 56 published negative EPS forecasts and 37 published positive EPS forecasts. The number of companies posting negative EPS forecasts is below the five-year average of 60. The number of companies issuing positive EPS forecasts is also lower at 40.

The number of S&P 500 companies issuing negative EPS forecasts for Q4 2021 was the highest since Q1 2020. – 61. On the other hand, the number of S&P 500 companies issuing positive EPS forecasts was the lowest since Q2 2020. – 25.

At the industry level, the information technology and industrial sectors saw the largest increase in the number of companies that published a negative EPS forecast for Q4 2021 compared to Q3 2021. Conversely, the information technology and consumer staples sectors saw the largest decrease in the number of companies that published a positive EPS forecast for Q4 2021 compared to Q3 2021.

It should be noted that over long observation periods, more negative EPS forecasts are typically issued than positive ones. That said, negative and positive EPS forecasts for Q4 2021 are equal to the five-year averages for S&P 500 companies.
#SP500 #forecasts #Q4
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While the coronavirus pandemic is still ongoing, most OECD economies have begun to recover from the effects of 2020. According to data compiled by The Economist , Ireland is the country with the highest GDP growth between the fourth quarter of 2019 and the third quarter of 2021. domestic product by 22.3 percent. While this result is impressive, it is the exception rather than the norm, as our chart shows.

Economic winners and losers from the pandemic

Ireland is followed by Chile with GDP growth of 10.4 percent.While countries ranked third through sixth show more modest growth of 2.1 to 3.5 percent. The European countries hardest hit by the virus, including the United Kingdom, Portugal, Spain and Italy, have still not recovered from the start of the pandemic, and their GDP is down 1.3 to 6.6 percent. While the United Kingdom, for example, seemed to be on its way to collective immunity after battling Delta, it now ranks second in the world when it comes to new infections with 157,758 cases of infection reported Jan. 3 due to the continuous spread of the highly contagious Omicron virus. Spain, the country with the highest GDP decline in the list of 23 OECD countries analyzed by The Economist, is currently in third place with 93,190 new cases, but still suffers from a lack of income from tourism. in the past two years.

While GDP alone can only give an indication of a country’s economic health, it is nevertheless a reliable indicator in its own right. To compile a more detailed ranking, the Economist analysts also collected data on changes in household income per person, public capital investment, stock prices and the ratio of public debt to GDP. In reviewing this expanded analysis, Denmark, Slovenia, and Sweden were the countries that have fared best in the pandemic so far, while Japan, the United Kingdom, and Spain ranked last.

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Thanks for the article by Florian Zandt of statista.com

Despite many tumultuous twists and turns, last year was a productive one for global markets, and the companies going public in 2021 benefited.

While there are many big names on the list, one of the biggest crossroads is still the importance of technology.

Most of the new public companies of 2021 were technology-related, including many mobile apps, websites and online services. Two of the biggest IPOs so far were South Korea’s Coupang, an online marketplace with a post-IPO valuation of $60 billion , and China’s Didi Chuxing, a cab ordering app with a post-IPO largest valuation of $73 billion this year .

In addition, many apps and services have gone public in other ways. Gaming company Roblox went public through a direct listing, earning a valuation of $30 billion , and cryptocurrency platform Coinbase earned its biggest valuation of the year with a valuation of $86 billion after a direct listing.

Major companies will go public in 2022

Like every year, some of the biggest companies going public have been scheduled for the second half of the year .Stripe, a payment processing company, had planned its biggest IPO of the year with an estimated valuation of $95 billion , but it was postponed. Similarly, online grocery delivery platform InstaCart, whose popularity has surged because of the pandemic, expects to go public with a valuation of at least $39 billion .

Of course, potential public listings and offerings often fail. Whether they are delayed by bad market conditions or canceled at the last minute, anything can happen when it comes to public markets.

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