E Two Days' Worth Of News

*Spanish Grifols lost heavily today. So did my newest stock pick not yet written up here, French Genfit, which this week reported good phase 2 results against NASH (liver disease). GRFS; GNFT.

*Dr. Reddy's, picked by Abhimanyu Sisodia, is one of the few non-Swiss drug winners today. RDY.

*My other winner is Thermo Fischer Scientific, TMO, up 1.83% on The Economist writing that it is spending $200 mn on a new Lithuanian facility for making nucleotides (DNA enzymes used to make mRNA vaccines.) The US firm apparently is a leader in the alternative to growing viruses which can be snipped into E-coli cells, themselves trigger a reaction to the protein they contain.

*Takeda, TAK, fell as did

More Industrials

*Antofagasta (ANFGF) whose prime market is London, did not budge today despite the boost in prices for platinum, but it did gain Weds.

*Eon SE, EONGY, was tipped by Thomas Gagan in seekingalpha. It is a German ute producing powr all over Europe.

*Naspers, NPSNY which sells cellphones and ads via its sub MCHOY, Multichoice, is up 2.65%. MCHOY is up 2.63%. This is showing that NSPNY is no longer a back door to Tencent.

*Mercado Libre is up 2.55% today at $1995/sh. It is Argentinian. MELI.

*My 2021 pick, Brazil's Cosan, CZZ, broke into the $20 range for the 1st time since July and now $20.18

*BAE Systems won a $184 mn US Marine Corp order for more Amphibious Combat Vehicles bringing the total ordeer to $366 mn. BAESY is now working on an even better ACV.

*Azure Power of Mauritius which supplies India is down 9.14%. AZRE sells solar panels.

*CRH of Ireland rose 1% on the potential boost in cement demand.

*Canadian Solar, a less obvious Chinese risk stock, maker of solar panels. is up. CSIQ.

*Ex-dividend Schlumberger Ltd of the Dutch Antilles is down 2.52% today. SLB is $25.95..

*Vodafone regained some of its losses today, up 0.65% on currency factors. It earns euros, not sterling. VOD.

*Mexico's global bakery firm Grupo Bimbo is up 5.82% hitting $2/sh. GRBMF.

Funds and Finance

*Bank of Nova Scotia, BNS, will payout 5.11% (US $2.83) after it chopped its divvy by 0.0054 cents US in Dec. Scotiabank is the most generous payer out among the Canada banks.

*I sold Mexican REIT Fibra Uno, FBASF, in part because it is untrackable because of pink sheet restrictions, in part because I worry about its complex currency basics. I got $1.1/sh vs a buy level of $1.25.

*Despite French government backing for Suez preventing it from bidding for control of the fellow ute, Veolia Environnement gained 1.5% today. VEOEY is at $27.46, still down from its year's high of $32.

*Canadian General, CGRIF, is one of the few shares up because of currency factors.

*Investor of Sweden, IVSBF, is up 0.72%. It is a a kind of fund.

*WIPSPDR FTSE Internat'l Gov't Inflation Protection ETF, is up. I'm not the only inflation hawk.

*TIPXSPDR Bloomberg Barclays 3-10 yr TIPS, is now down fractionally but opened higher today.

*SPIPSPDR Portfolio TIPS ETF fell 0.22% as it is not inflation hedged.

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William K. 2 months ago Member's comment

Thanks for all of the news, VL, and I am glad you got the vaccine, I hope that it keeps you well. But keep on masking because no vaccine is 100%, and I do enjoy reading your posts.