Stocks Picks for February 2021

Magnite Inc ( MGNI) : Magnite, Inc. operates an independent sell-side advertising platform in the United States and internationally. Its omnichannel advertising platform enables publishers to monetize various auction types and formats, including CTV, desktop display, video, audio, and mobile, as well as allows agencies and brands to access brand-safe ad inventory and execute advertising transactions. The Trade desk is the competitor and has done really well in this sector. Magnite has a huge potential in this newly developed marketing tool.

Livent Corp (LTHM): Livent Corporation manufactures and sells performance lithium based batteries, specialty polymer, and chemical synthesis applications in North America, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

Luminar Technology (LAZR): Luminar Technologies, Inc. operates as a vehicle sensor and software company for passenger vehicles and trucks. The company operates in two segments, Autonomy Solutions and Other Component Sales.

Hologic Inc (HOLX): Hologic, Inc. develops, manufactures, and supplies diagnostics products, medical imaging systems, and surgical products for women's health through early detection and treatment in the United States, Europe, the Asia-Pacific, and internationally.

Allegro Microsystem (ALGM): Allegro MicroSystems, Inc. designs, develops, manufactures, and markets sensor ICs and application-specific analog power ICs for motion control and energy-efficient systems in automotive and industrial markets. Its products include magnetic sensor ICs, such as position, speed, and current sensor ICs; Power ICs comprising motor driver ICs, and regulator and LED driver ICs, as well as photonic and 3D sensing components for LiDAR applications.

Cognex (CGNX): Cognex Corp. engages in the provision of machine vision products that capture and analyze visual information in order to automate tasks, primarily in manufacturing processes, where vision is required. It's an important player in the automation and robotics industry.

Medical Properties Trust (MPW): Medical Properties Trust, Inc. is a self-advised real estate investment trust formed in 2003 to acquire and develop net-leased hospital facilities. From its inception in Birmingham, Alabama, the company has grown to become one of the world’s largest owners of hospitals with 431 facilities and roughly 43,000 licensed beds in nine countries and across four continents on a pro forma basis.

Disney (DIS): Disney is a great play for long term investors, the stock is gaining ground due to its very attractive and popular streaming services. Once Covid is under control, theme parks will reopen and add to its historical value. Disney will face an uphill battle from other companies entering into streaming business like Paramount.

Boeing (BA): Boeing is in trouble due to lawsuits and low demand during Covid, having said that the value of the company is still there, only two companies in the world make most of the commercial airliners and demand will come back once things normalize in a year or two. Boeing also has a huge segment of revenue coming from military and airforce planes and helicopters which stays intact no matter what the world is going through.

Special Purpose Acquisition Companies (SPACs) – also called “blank check companies” – have surged in popularity in the past year. That’s because they are formed solely for the purpose of buying private companies and taking them public, giving their shareholders the first crack at owning exciting new companies before the IPO. Historically Average investors could never have bought a share in the company at pre IPO price. With SPACS, you can be a part of an enormous surge before they find a valuable company to merge.

I'll only invest in SPACs whose managers have an excellent track record of not only making successful investments, but also of avoiding outsized risks. Three of my favorite SPACS where you can park your money for future acquisition and growth are:

1- IPOD (Backed by the new king of investment Chamath Palihapitiya).

2- Starboard Value Acquisition Corp. (NASDAQ:SVAC): The Starboard Value Fund, led by Jeffrey Smith, is arguably the most successful activist investor of all time, with 84% of its activist campaigns ending profitably. Starboard recently decided to bring its value-seeking methods to the SPAC world by raising $360 million in an IPO of Starboard Value Acquisition Company. The company is looking to acquire a company in one of several sectors. Given the company's value-investing mindset, Starboard will likely target an under-the-radar company where its managers can add significant value to the business.

3- VG Acquisition: A blank-check company from Virgin Group founder Branson, VGAC stock has continued to captivate investors, especially on hopes Branson would use it to bring Virgin Orbit or Virgin Hyperloop public. Space exploration has been a particularly salient trend in recent weeks thanks to Ark Invest.

DISCLAIMER: Please Invest responsibly and do your own due diligence, I'll not be responsible for your future loss of capital due to these stocks.