No Sign of Crisis at Berkshire Hathaway and Danaher | Oils Path to $85 Looks Secure

[] Oil prices climbed higher Tuesday thanks to good news about the Omicron Variant and reassurances from the Federal Reserve that they will react to economic activity and inflation with some level of care. Dr. Bauer explains how the beginning of 2022 is treating Berkshire Hathaway stock and Danaher stock. [View in browser]( . Oil prices climbed higher Tuesday thanks to good news about the Omicron Variant and reassurances from the Federal Reserve that they will react to economic activity and inflation with some level of care. Dr. Bauer explains how the beginning of 2022 is treating Berkshire Hathaway stock and Danaher stock. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] Did This California Tech Wiz Discover... The Perfect AAPL Trade? One reclusive tech genius in California used his powerful trade-testing software to perfect his system for trading AAPL. The results so far -- a 70% win rate and a 3-to-1 reward-to-risk ratio. [Click here to catch the recent reveal of the "Perfect" Apple Trade]( [] --------------------------------------------------------------- [] Did This California Tech Wiz Discover... The Perfect AAPL Trade? One reclusive tech genius in California used his powerful trade-testing software to perfect his system for trading AAPL. The results so far -- a 70% win rate and a 3-to-1 reward-to-risk ratio. [Click here to catch the recent reveal of the "Perfect" Apple Trade]( [] --------------------------------------------------------------- [] [] No Sign of Crisis at Berkshire Hathaway and Danaher [BauerPic]Dear Investor, Berkshire Hathaway (BRK) has returned to growth in the first 9 months, benefiting from the broad recovery in the global economy. Berkshire Hathaway Delivers Top Results Revenue rose 12.8% to $204.3 billion. The bottom line saw profits jump from $6.7 billion to $50.2 billion. However, the results could have been much better. The worldwide supply bottlenecks for a wide range of goods had a negative impact on its manufacturing and retail interests. The catch-up effects following the pandemic are causing congestion in logistics chains, especially at ports. In addition, the hurricane season was particularly rough on its insurance segment. There were high losses from floods. In the long term, however, these effects have little impact. Berkshire Hathaway Still Sitting on a Large Amount of Cash Warren Buffett's biggest problem remains its large cash holdings, which total $149.2 billion after Q3. The Oracle of Omaha is finding too few lucrative investment opportunities. The issue is not new, but has been with Berkshire for years. But anyone familiar with Buffett and his investment philosophy knows that acquisitions in emerging markets tend to be the exception. In addition, Buffett has an aversion to technology companies, which have recently had a significant impact on brand development. I don’t expect any major investments to be made this year. However, if there is a significant correction in the markets, Buffett will - unlike in the COVID year 2020 - take a more courageous stance in order to continue to grow. Company Profile Berkshire Hathaway is a diversified holding company with insurance as its core business, both primary insurance (property and casualty such as GEICO) and reinsurance (General Re). Exposures also include manufacturing (Shaw Industries) and energy (MidAmerican Energy). The financial investment portfolio includes holdings in Coca-Cola, Gillette, American Express and others. [BRK stock] Danaher (DHR) Reported Excellent Figures for the First 9 Months, Pulverizing All Expectations Sales were up 37.2% to $21.3 billion. Bottom line earnings nearly doubled to $6.22 per share. The track record is impressive. Organic growth rates are sensational. In addition, the board also proved to have a lucky hand when it came to strategic acquisitions. Most recently, Danaher bought biotechnology company Aldevron for $9.6 billion. The purchase price was paid immediately and in cash, which impressively underlines the financial strength of the conglomerate. Danaher Acquires Vaccine Manufacturer Aldevron is considered a leader in the production of advanced vaccines and has made significant scientific contributions to the advancement of cellular, genetic and other novel therapies in recent years. For example, Aldevron also supplies Moderna with plasmid DNA, which is required for production for the Covid 19 vaccine. In the future, Aldevron is to be integrated into the healthcare division of the conglomerate and drive forward innovative therapy concepts. Both groups see an important growth area in genomic medicine, which is still in the very early stages of research and is being discussed as an important approach to curing cancer. Alphabet and other major tech companies are also investing in this field. Danaher is among the pioneers. Danaher convinces me across the board. The valuation is still too cheap with these successes. I look forward to more records. Company Portrait Danaher Corp. was founded in 1984 by brothers Mitchell and Steven Rales and is now a globally operating company. Danaher designs, manufactures and distributes tools, test and measurement equipment. The range of tools includes simple hand tools as well as special tools. The testing and measuring technology supplies material testing machines, instruments for quality control as well as various sensors. [DHR stock] Best regards, [BauerSig] Dr. Gregor Bauer Chief Analyst, European Markets [] --------------------------------------------------------------- [] [] No Sign of Crisis at Berkshire Hathaway and Danaher [BauerPic]Dear Investor, Berkshire Hathaway (BRK) has returned to growth in the first 9 months, benefiting from the broad recovery in the global economy. Berkshire Hathaway Delivers Top Results Revenue rose 12.8% to $204.3 billion. The bottom line saw profits jump from $6.7 billion to $50.2 billion. However, the results could have been much better. The worldwide supply bottlenecks for a wide range of goods had a negative impact on its manufacturing and retail interests. The catch-up effects following the pandemic are causing congestion in logistics chains, especially at ports. In addition, the hurricane season was particularly rough on its insurance segment. There were high losses from floods. In the long term, however, these effects have little impact. Berkshire Hathaway Still Sitting on a Large Amount of Cash Warren Buffett's biggest problem remains its large cash holdings, which total $149.2 billion after Q3. The Oracle of Omaha is finding too few lucrative investment opportunities. The issue is not new, but has been with Berkshire for years. But anyone familiar with Buffett and his investment philosophy knows that acquisitions in emerging markets tend to be the exception. In addition, Buffett has an aversion to technology companies, which have recently had a significant impact on brand development. I don’t expect any major investments to be made this year. However, if there is a significant correction in the markets, Buffett will - unlike in the COVID year 2020 - take a more courageous stance in order to continue to grow. Company Profile Berkshire Hathaway is a diversified holding company with insurance as its core business, both primary insurance (property and casualty such as GEICO) and reinsurance (General Re). Exposures also include manufacturing (Shaw Industries) and energy (MidAmerican Energy). The financial investment portfolio includes holdings in Coca-Cola, Gillette, American Express and others. [BRK stock] Danaher (DHR) Reported Excellent Figures for the First 9 Months, Pulverizing All Expectations Sales were up 37.2% to $21.3 billion. Bottom line earnings nearly doubled to $6.22 per share. The track record is impressive. Organic growth rates are sensational. In addition, the board also proved to have a lucky hand when it came to strategic acquisitions. Most recently, Danaher bought biotechnology company Aldevron for $9.6 billion. The purchase price was paid immediately and in cash, which impressively underlines the financial strength of the conglomerate. Danaher Acquires Vaccine Manufacturer Aldevron is considered a leader in the production of advanced vaccines and has made significant scientific contributions to the advancement of cellular, genetic and other novel therapies in recent years. For example, Aldevron also supplies Moderna with plasmid DNA, which is required for production for the Covid 19 vaccine. In the future, Aldevron is to be integrated into the healthcare division of the conglomerate and drive forward innovative therapy concepts. Both groups see an important growth area in genomic medicine, which is still in the very early stages of research and is being discussed as an important approach to curing cancer. Alphabet and other major tech companies are also investing in this field. Danaher is among the pioneers. Danaher convinces me across the board. The valuation is still too cheap with these successes. I look forward to more records. Company Portrait Danaher Corp. was founded in 1984 by brothers Mitchell and Steven Rales and is now a globally operating company. Danaher designs, manufactures and distributes tools, test and measurement equipment. The range of tools includes simple hand tools as well as special tools. The testing and measuring technology supplies material testing machines, instruments for quality control as well as various sensors. [DHR stock] Best regards, [BauerSig] Dr. Gregor Bauer Chief Analyst, European Markets --------------------------------------------------------------- [] Get A "Secret" List Of High-Probability Daily Trades... [rob booker]( [MOVE FAST! Click here now]( --------------------------------------------------------------- [] [] Get A "Secret" List Of High-Probability Daily Trades... [rob booker]( [MOVE FAST! Click here now]( --------------------------------------------------------------- [] [] [] Oils Path to $85 Looks Secure... [GarrettPic]Dear Investor, With earnings season upon us, investors will be listening for clues about the impact of inflation, supply chain disruptions, and key inputs like oil. Delta Airlines (DAL) will report earnings on Thursday, and I’m always interested in the ways that airline companies manage their fuel costs. It wasn’t long ago that oil traded under $70 and it was a good time to hedge against rising costs of anything related to oil byproducts. Now, with WTI crude above $81 and Brent crude looking to rally past $84, the question is this… Do companies feel lucky? The Path to $85, $90… and $100 Crude Oil prices are bouncing higher again today after news spread about the state of the Omicron variant. The CDC has lost the messaging battle at this point, and mainstream media has effectively thrown in the towel with the hysterics. The variant - while still dangerous - has received comparisons to the flu and despite numerous vaccinations and boosters, about 50% of the people I talk to have already been infected. I expect the other half - myself included - to catch the strain (unless I already have and just have no clue if I’m just perpetually tired and 40… I assume they’re the same feeling). Projections anticipate that half of Europe will catch the variant in the next 45 days, and here in Florida, we’re at double our previous peak in 2021. This looks like it will burn through and likely have a relatively minimal impact on macroeconomic demand for oil. The trickier issue is that in 2022, demand should start to overtake supply in a relatively quick fashion as well. I’ve noted before that the global energy markets are facing a lack of capital expenditure for new wells and production that could total north of $500 billion. Biden can pull more oil from the strategic petroleum reserve, but it’s not going to make a dent. Besides, the purpose of the reserve isn’t to be there for higher prices - it’s supposed to be there in the event of massive supply disruptions (Think OPEC’s standoff in the 1970s). The reserve isn’t there to manipulate prices. Despite the ongoing surge in COVID, the world used 97.53 million barrels of oil every single day. This year, the figure is expected to hit 100.88 million barrels, according to the Energy Information Administration. On the supply side, OPEC is still well behind the amount of production it hit back in 2019 before the crisis. And although they’ve committed to increasing supply by 400,000 barrels per month - despite the fact that all nations cheat on their quotas - OPEC isn’t exactly in the mood to see oil prices crater back to the $60s. These nations fund their government programs on crude oil. They want higher prices… Finally, keep in mind that the Environmental, Social, Governance (ESG) standards are driving up the price of capital for oil producers. I anticipate a combination of merger and acquisition in the energy space combined with companies with strong balance sheets just sitting on their hands. If they don’t need to drill, they’ll just let their share prices climb thanks to rising oil prices (linked to their existing reserves). That’s good news for companies like EOG Resources (EOG), Marathon Oil (MRO), Diamondback Energy (FANG), Exxon Mobil (XOM), and Chevron (CVX). Rising oil prices mean rising share prices in these five stocks. Pick one or two, and use the trend to your advantage. Enjoy your day, [GarrettSig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] Oils Path to $85 Looks Secure... [GarrettPic]Dear Investor, With earnings season upon us, investors will be listening for clues about the impact of inflation, supply chain disruptions, and key inputs like oil. Delta Airlines (DAL) will report earnings on Thursday, and I’m always interested in the ways that airline companies manage their fuel costs. It wasn’t long ago that oil traded under $70 and it was a good time to hedge against rising costs of anything related to oil byproducts. Now, with WTI crude above $81 and Brent crude looking to rally past $84, the question is this… Do companies feel lucky? The Path to $85, $90… and $100 Crude Oil prices are bouncing higher again today after news spread about the state of the Omicron variant. The CDC has lost the messaging battle at this point, and mainstream media has effectively thrown in the towel with the hysterics. The variant - while still dangerous - has received comparisons to the flu and despite numerous vaccinations and boosters, about 50% of the people I talk to have already been infected. I expect the other half - myself included - to catch the strain (unless I already have and just have no clue if I’m just perpetually tired and 40… I assume they’re the same feeling). Projections anticipate that half of Europe will catch the variant in the next 45 days, and here in Florida, we’re at double our previous peak in 2021. This looks like it will burn through and likely have a relatively minimal impact on macroeconomic demand for oil. The trickier issue is that in 2022, demand should start to overtake supply in a relatively quick fashion as well. I’ve noted before that the global energy markets are facing a lack of capital expenditure for new wells and production that could total north of $500 billion. Biden can pull more oil from the strategic petroleum reserve, but it’s not going to make a dent. Besides, the purpose of the reserve isn’t to be there for higher prices - it’s supposed to be there in the event of massive supply disruptions (Think OPEC’s standoff in the 1970s). The reserve isn’t there to manipulate prices. Despite the ongoing surge in COVID, the world used 97.53 million barrels of oil every single day. This year, the figure is expected to hit 100.88 million barrels, according to the Energy Information Administration. On the supply side, OPEC is still well behind the amount of production it hit back in 2019 before the crisis. And although they’ve committed to increasing supply by 400,000 barrels per month - despite the fact that all nations cheat on their quotas - OPEC isn’t exactly in the mood to see oil prices crater back to the $60s. These nations fund their government programs on crude oil. They want higher prices… Finally, keep in mind that the Environmental, Social, Governance (ESG) standards are driving up the price of capital for oil producers. I anticipate a combination of merger and acquisition in the energy space combined with companies with strong balance sheets just sitting on their hands. If they don’t need to drill, they’ll just let their share prices climb thanks to rising oil prices (linked to their existing reserves). That’s good news for companies like EOG Resources (EOG), Marathon Oil (MRO), Diamondback Energy (FANG), Exxon Mobil (XOM), and Chevron (CVX). Rising oil prices mean rising share prices in these five stocks. Pick one or two, and use the trend to your advantage. Enjoy your day, [GarrettSig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] [] A chance to make $490 on a stock every day the market is open? Every morning for the last few months, a notorious market veteran has been quietly sending out a list of his favorite high-potential stock picks to a small, select group of successful traders… And [open enrollment is still available to the public.]( A rare opportunity for everyday traders just like you! Trade “side-by-side” with a 20-year trading industry legend by trading the exact same stocks he is every single day the market is open. Every day, before the market even opens, you could be receiving this legendary trader’s personal “hot sheet” of top stock picks for the day. Stocks that have the highest probabilities of moving 5% to 10% in just a couple of hours each trading day. Giving you, starting as soon as tomorrow, a shot at making $490 (or more) every single day the market is open. A potential $98,000 a year in trading profits… All by simply following the same trading watch list of this seasoned trading pro. But you have to move fast… we don’t know how long this opportunity for the general public to join will last. [Click here now to get on the list.]( --------------------------------------------------------------- [] [] [] A chance to make $490 on a stock every day the market is open? Every morning for the last few months, a notorious market veteran has been quietly sending out a list of his favorite high-potential stock picks to a small, select group of successful traders… And [open enrollment is still available to the public.]( A rare opportunity for everyday traders just like you! Trade “side-by-side” with a 20-year trading industry legend by trading the exact same stocks he is every single day the market is open. Every day, before the market even opens, you could be receiving this legendary trader’s personal “hot sheet” of top stock picks for the day. Stocks that have the highest probabilities of moving 5% to 10% in just a couple of hours each trading day. Giving you, starting as soon as tomorrow, a shot at making $490 (or more) every single day the market is open. A potential $98,000 a year in trading profits… All by simply following the same trading watch list of this seasoned trading pro. But you have to move fast… we don’t know how long this opportunity for the general public to join will last. [Click here now to get on the list.]( --------------------------------------------------------------- [] [] Article Recap - [No Sign of Crisis at Berkshire Hathaway and Danaher](#i572731) - [Oils Path to $85 Looks Secure...](#i572028) - [A chance to make $490 on a stock every day the market is open?](#155246) --------------------------------------------------------------- [] Article Recap - [No Sign of Crisis at Berkshire Hathaway and Danaher](#i572731) - [Oils Path to $85 Looks Secure...](#i572028) - [A chance to make $490 on a stock every day the market is open?](#155246) --------------------------------------------------------------- [] © 2021 Godesburg Financial Publishing, Inc. 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Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: [{EMAIL}](mailto:) [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States [] © 2021 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: [{EMAIL}](mailto:) [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States