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Jun 27 - NH - Morning Newsletter (with survey at top and bottom)

The Early Investor’s Report: 4 Stocks to Add to Your Portfolio

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Good Morning!

Tuesday's stock futures paint a hopeful picture as investors eagerly anticipate the release of fresh economic data and gear up for the grand finale of June and the second quarter.The Dow Jones Industrial Average futures confidently added 12 points, signaling a promising start. The S&P 500 and Nasdaq-100 futures join the upward trend, gaining 0.2% and 0.4% respectively, setting the stage for a potentially positive day.Yesterday's journey on Wall Street took a slight detour as the Nasdaq Composite took the lead, experiencing a dip of nearly 1.2%. Investors took the opportunity to secure profits from certain technology stocks, causing Tesla to slide by 6%, while Nvidia, Alphabet, and Meta Platforms all finished more than 3% lower.The S&P 500 closed with a minor setback of approximately 0.5%, while the Dow managed to stay just below the flat line. However, it's worth noting that the Dow is currently on a six-day losing streak, marking its longest stretch of consecutive losses since September 2022.Despite Monday's stumble, the S&P 500 and Nasdaq remain on track to close June with gains of over 3%, painting a positive picture for the month. Meanwhile, the Dow is expected to secure a monthly advance of nearly 2.5%, showcasing its resilience.As we approach the end of the second quarter and the first half of 2023, Friday's closing bell will symbolize an important milestone. The Nasdaq outshines its counterparts, boasting a remarkable gain of over 9% for the quarter. Meanwhile, the S&P 500 and Dow are poised to finish the period with gains of more than 5% and 1%, respectively, illustrating their steady progress.

Analyst Sets $9.00 Target, Implying 400% Potential Upside

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Today Top Movers

Avalo Therapeutics Inc. (AVTX) stock soared 19.02% to $0.5951 in the pre-market trading after announcing topline data from phase 2 PEAK Trial for AVTX-002 in patients with Non-Eosinophilic Asthma.

IronNet Inc. (NYSE: IRNT) shares are trading up 16.6% at $0.21 at the time of writing following the filing of 8-K form with SEC.

Freeline Therapeutics Holdings plc (FRLN) jumped over 1.64% at $2.48 in pre-market trading today. The company recently announced that the first patient has been dosed in the Phase 1/2 GALILEO-1 clinical trial evaluating FLT201, its adeno-associated virus (AAV) gene therapy candidate, in Gaucher disease type 1.

Snowflake Inc. (SNOW), a Software - Application company, rose about 3.31% at $174.47 in pre-market trading Tuesday after announcing partnership with NVIDIA to help businesses harness their data for Generative AI in the Data Cloud.

Five Top Summer Stocks to Buy and Hold Now

With the official start to summer is just days away, there's still time to load up on warmer-weather stocks. That includes your travel stocks, weight loss stocks, oil stocks, and even hurricane-related stocks, with storm-season kicking into high gear, too.

In fact, here are five with a history of moving every summer. Enjoy.

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Top Upgrades & Downgrades

Morgan Stanley turned bullish on Sunstone Hotel Investors Inc. (SHO), upgrading the stock to Equal-Weight and assigning a $10 price target, representing potential upside of 4.06% from Monday's close.

Guidewire Software Inc. (GWRE) has won the favor of Stifel's equity research team. The firm upgraded the shares from Hold to Buy and moved their price target to $85, suggesting 22.27% additional upside for the stock.

Kellogg Company (K) received an upgrade from analysts at Goldman Sachs, who also set their one-year price target on the stock to $83. They changed their rating on K to Buy from Neutral in a recently issued research note.

Earlier Tuesday Morgan Stanley reduced its rating on Host Hotels & Resorts Inc. (HST) stock to Underweight from Equal-Weight.

Bernstein analysts reduced their investment ratings, saying in research reports covered by the media that its rating for Alibaba Group Holding Limited (BABA) has been changed to Market Perform from Outperform and the new price target is set at $98.

Analysts at UBS downgraded Olin Corporation (OLN)'s stock to Neutral from Buy Tuesday.

The $193 Billion US-China War You Don't Know About

They're fighting for control of lithium - a key ingredient in EVs and clean energy technology. It's arguably the most important commodity of the 21st century. China owns 80% of global supply. But the US plans to grab a massive slice of the lithium market, which is forecasted to quadruple to $193 billion by 2028, according to Fortune Business Insights.

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Latest Insider Activity

NuScale Power Corporation (SMR) Chief Financial Officer Colbert Chris announced the sale of shares taking place on Jun 26 at $7.00 for some 29,928 shares. The total came to more than $0.21 million.

Coursera Inc. (COUR) President & CEO Maggioncalda Jeffrey Nacey sold on Jun 22 a total 50,000 shares at $12.98 on average. The insider’s sale generated proceeds of almost $0.65 million.

Heliogen Inc. (HLGN) 10% Owner Nant Capital, LLC declared the purchase of shares taking place on Jun 22 at $0.23 for some 634,251 shares. The transaction amount was around $0.15 million.

Terran Orbital Corporation (LLAP) SVP, Corporate Development Siegmann Jonathan bought on Jun 23 a total 20,000 shares at $1.27 on average. The purchase cost the insider an estimated $25,400.

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Important Earnings

Top US earnings releases scheduled for today include Walgreens Boots Alliance Inc. (NASDAQ: WBA). It will announce its May 2023 financial results. The company is expected to report earnings of $1.07 per share from revenues of $34.25B in the three-month period.

Analysts expect Manchester United plc (NYSE: MANU) to report a net income (adjusted) of -$0.05 per share, when the company releases its quarterly results shortly. Revenue for the fiscal quarter ended Mar 2023 is predicted to come in at $173.69M.

LiveOne Inc. (LVO), due to announce earnings before the market opens today, is expected to report earnings of -$0.03 per share from revenues of $25M recently concluded three-month period.

That's it for today. Thanks for reading. Good luck out there!Best Regards,Stocks Telegraph Team

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Disclaimer: Legal Stuff: Stocks featured in this newsletter are for entertainment purposes only. You should not base any investment decisions on information contained in my newsletter. Stocks featured in this newsletter may be owned by owners/operators of this website which could impact our ability to remain unbiased. Please consult a financial advisor before making any trading decisions. I may earn a small commission from links placed inside of these emails.