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• Are we there but?… not a number of packing containers checked off… some give-ups, some downgrades, nonetheless reeling from Fed… many downgrades in the present day as we’ve now gotten by means of finest concepts of 2022…
• Delta (DAL) upgraded from hold to buy at Bank of America… what’s with this limitless try by analysts to catch the underside?… cites poor investor sentiment… Nicely, I positive hope so… the prospects are poor…
• Chewy (CHWY) purchase to carry at Piper Sandler—gross buyer provides in 2022 will likely be under 2021 due to return to workplace… actually?…
• Illumina (ILMN)…promote to carry at Financial institution of America
• Texas Instruments (TXN)…purchase to carry Citi (Analyst Chris Danely)…says late innings margins peaking…
• Zimmer (ZBH), Stryker (SYK) and Medtronic (MDT) downgraded purchase to carry at Morgan Stanley… takes Baxter (BAX) from maintain to purchase…
• Clover (CLOV) maintain to promote at Credit score Suisse… thanks for nothing… worth goal $9 to $3.50…cites unhealthy money burn wants cash…
• Barclays says purchase Centene (CNC)—Medicaid managed care… $95 tgt put up closing of Magellan well being deal…
• Baird says hold shopping for Deere (DE)…PT $425 to $475 on totally autonomous tractor…
• Humana (HUM) was down $88 yesterday on slowing Medicare membership progress and pricing… Barclays cuts PT however NOT score?… $540 to $490…Deutsche Financial institution goes $476 to $418…
• AT&T (T) promote to carry at Wells Fargo…I agreed with this at $24… bear case performed out…
• Trade Desk (TTD) maintain to buy-Jefferies…that is excessive a number of worthwhile firm…
• Purchase to carry Lyft (LYFT) —Jefferies
• Massive name: UBS goes maintain to promote Kohl’s (KSS)… citing inflation…
• Canaccord says it’s time to purchase Crowdstrike (CRWD)… analyst met with administration, assured of demand…
• Discovery (DISCA) maintain to purchase at Financial institution of America… loves Warner Bros Discovery…
• Morgan Stanley downgrades a bunch of pipeline firms… odd, there’s a scarcity of pipelines… I like Enbridge (ENB) and Enterprise Product Partners (EPD)…
• Generac (GNRC)… Piper says purchase it… standard unhealthy climate title…
• Massive name… not often downgraded title…Mizuho takes Visa (V) from purchase to carry… takes Mastercard (MA) PT $460 to $400… secular danger?… the place you been?… that is 2021’s story… personal it for the belief… this man loves Block (Sq.)…
• Piper PT goes $207 to $227 on Enphase (ENPH)… solely photo voltaic title that I like…
• Massive name Oppenheimer goes maintain to purchase on Chipotle (CMG)… it has been a laggard…they like pricing, and similar retailer…
• Credit score Suisse goes $131 to $144 on Edwards Lifesciences (EW)—Edwards stands out among the many gadget firms…
• Oscar Health (OSCR)…one other catastrophe—Credit score Suisse and Wells Fargo reduce targets…
• Rivian (RIVN)…The One is tough to personal… many issues must go proper… we predict The One ought to be included in any diversified EV portfolio… however it will likely be like “chewing glass” — quote from Musk: (“Operating a start-up is like chewing glass and staring into the abyss…”)
•   Deutsche Financial institution lowers Target (TGT) PT… raises Five Below (FIVE)…
• Starbucks (SBUX)… RBC and Oppenheimer downgrades… see it as totally valued v ’23 earnings—28x…
• BIG name—Honeywell (HON) upgraded by UBS…cites enhancing finish market pushed by capital expend and aero restoration… predicts 11% org progress, up from  4%-6% consensus…costly to low-cost…
• GameStop (GME) adopts my gameplan

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