17 February Watchlist 👀

 

Today we are watching…

1. Alstom (#alstom)

This French rail company is expanding its passenger rail network with the acquisition of Bombardier’s train business. Rumors of the $7 billion consolidation were made concrete yesterday when Alstom agreed its part cash, part stock deal, but antitrust bods might yet step in. The combined divisions would control over half the market for electric carriages and have a leading position in Europe’s transport niche. If Alstom gets away with it, it will be a big win against competition from China. CRRC Corporation is increasingly targeting global sales of its rail infrastructure. The only form of defense might be for the European Union to grant this mega-merger!

2. Kroger (#kr)

Warren Buffett has gone in for Kroger, his first deal in a long while due to the expensive nature of today’s market. Kroger is a classic Buffett play. We’ll always need to eat, and we’ll always buy food. He may see Kroger as a consumer-facing company that could ride a downturn with relative ease, exercising pricing power to hug the inflation curve tight. Reward programs and product differentiation could lead to profit margins expanding as well, but that upside story isn’t very convincing with Amazon and discount supermarkets like Aldi in the mix. Kroger isn’t setting the Invstr Forum on fire with only 89 bulls. However, only 9% are putting it down. According to one of the best investors of all time, this grocer is a good hedge at a good price!

Share:
More Posts
Load More
Get your daily Invstr Crunch

Get the market news and updates you need, delivered to your inbox or available on our daily podcast.

Facebook Twitter Youtube Instagram Snapchat Tiktok
learn
products
plan
Who we are
blog

Risk Disclosure:

Invstr is not a bank and banking services are provided by Vast Bank, N.A.

Brokerage and Banking services are currently only available to U.S. residents.

Invstr app and web services are provided by Invstr Ltd. Advisory services are provided by Invstr Financial LLC, an investment adviser registered with the Securities Exchange Commission (SEC) details of which can be obtained here. Securities brokerage and custody services are provided by Apex Clearing, a broker dealer registered with the SEC and a member of FINRA and SIPC. There is no bank guarantee on securities and securities may lose value.

Investing involves risk and can lead to losses. Past performance does not guarantee future results.

Invstr app and web services are provided by Invstr Ltd. Invstr+ advisory services are provided by Invstr Financial LLC, an investment adviser registered with the Securities Exchange Commission (SEC). Securities brokerage and custody services are provided by Apex Clearing, a broker dealer registered with the SEC and a member of FINRA and SIPC. There is no bank guarantee on securities and securities may lose value. Vast Bank N.A. a nationally chartered bank and member of the FDIC, provides the banking products, including the products and services related to digital asset accounts. As with any asset, the value of Digital assets can go up or down and there can be a substantial risk that you lose money buying or holding digital assets. You should carefully consider whether trading or holding Digital assets is suitable for you in light of your financial condition. Your digital account does not support wallet to wallet transferring of your digital assets (i.e. cryptocurrencies) outside the platform. Any Digital Assets in your digital asset account are not insured by any government entities, including but not limited to FDIC or SIPC. The Invstr Visa® Debit Card is issued by Vast Bank, N.A. pursuant to a license from Visa U.S.A Inc and may be used everywhere Visa debit cards are accepted. Invstr Ltd, Invstr Financial LLC and Invstr Securities Ltd are subsidiaries of Marketspringpad Holdings (collectively “Invstr”) and Invstr is solely responsible for the application services and website content.

Watchlists provided when users first access the service are not a recommendation to invest. Instead they are provided to help users better navigate the service. Users are free to edit and create their own watchlists. From time to time, Invstr will suggest instruments solely based on an individual’s interest and the interest levels of the Invstr community. The statistical and portfolio builder models generated by Invstr do not reflect actual investment results and are not guarantees of future results. Comments provided by Invstr leaders, influencers or members of the Invstr Community are not recommendations and should not be construed as such. Invstr does not endorse the content or the positions posted by them. Their investment approach, and that of the models provided by Invstr, may be different from yours and may not be appropriate for you.