David Boulder
Palo Alto Networks and cyber security
-Cybersecurity Leader: Palo Alto Networks $PANW-0.7% is the world's leading provider of cybersecurity solutions and the largest company in the industry in the US by market capitalization.
- Comprehensive Platform: Offers firewalls, cloud security, threat intelligence and endpoint protection, providing a comprehensive solution for protecting...
Read more
AbbVie (ABBV) - Attractive long-term investment from the healthcare sector
Why $ABBV+1.2% is an interesting choice:
- The success of new drugs:
- Skyrizi and Rinvoq offset losses from Humira.
- Sales for Skyrizi up 48% and Rinvoq up 59%.
- Promising growth potential for$ABBV+1.2% :
- The $10 billion acquisition of ImmunoGen and the planned $8.7 billion acquisition of Cerevel...
Read more
Zobrazit další komentáře
For me, this is a very high quality company that last year and this year will reduce earnings per share. However, growth should return in the coming years. The dividend is also attractive. The potential for the future is certainly there.
Under Armour - Strong financial results and strategic steps for a better future
- Gross margin $UAA-1.2%:
- Q4 fiscal year 2024: Increased 1.7% to 45%.
- Full fiscal year 2024: Increase to 46.1%, an improvement of 1.3%.
- Causes of improvement: Reduction in product and transportation costs due to supply chain improvements.
- Negative factors: Exchange rate effects and increased...
Read more
Zobrazit další komentáře
The products are great, but as an investment, it doesn't appeal to me. If I had to pick something from this industry, it would be $NKE-0.8%, but I recently sold that one too.
Etsy: Online shopping
- Etsy $ETSY-2.1% offers an online marketplace for handmade and vintage items from artisans around the world, making it well-known among online buyers.
- In earlier phases of the pandemic, $ETSY-2.1% saw a surge in sales as people preferred to shop online from the comfort of their homes. However, the recent period has brought some challenges, especially in...
Read more
Cloudflare: A look at the growth opportunity
-Provider:Cloudflare $NET+2.8% is a leader in providing cloud services and cybersecurity solutions to businesses worldwide.
-Strong start to 2024:Cloudflare $NET+2.8% started the year with strong growth, thanks to successful results in February, which triggered a significant increase in its share price.
- Market Disappointment: However...
Read more
Silvaco Group: company IPO and innovation in the semiconductor industry
- ABOUT THE IPO: Silvaco Group plans to list on NASDAQ and conduct its IPO on May 9, 2024. The potential valuation could reach up to $513 million.
- Products and services: The company provides TCAD, EDA and SIP software, enabling engineers to optimize semiconductor processes and devices across various...
Read more
Celsius Holdings : Energy Drinks with Rocket Growth
-$CELH-3.4% manufactures sugar-free energy drinks made from natural ingredients with thermogenic properties that promote a faster metabolism.
-$CELH-3.4% Is the third largest energy drink brand in the U.S. and has a distribution agreement with PepsiCo.
- In 2023 ,$CELH-3.4% achieved sales of $1.3 billion, up 102%, and EBITDA grew...
Read more
I know this company exists🤣 but I haven't looked into it in any detail. I am very interested in this sector and would love to have some stocks from this sector in my portfolio. So thanks for the tip, I'm looking forward to it.