🎬 Disney surprises with steady growth! In the third quarter of fiscal year 2025, Disney $DIS proved solid results. The company reported year-over-year revenue growth of 2 % to $23.65 billion, with net earnings per share (EPS) rose to $2.92, more than double last year's figure. Adjusted EPS was $1.61, up 16 % up 16% from last year.
Pfizer ended up reporting pretty good results, and the stock is up 5%. The company is doing well, but I think it's all about whether they can develop a "miracle" drug. I still hold a few shares, but I'll probably sell the rest next year.
🛡️ Quarterly results of European armourer below estimates, but outlook remains strong! German armour, ammunition and military systems manufacturer Rheinmetall $RHM.DE has published Q2 results that fell short of market expectations, with sales of €2.43bn(vs. estimated 2.53 billion). and operating profit was EUR 276 million. (estimated EUR 283 million).
Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
📉 ON Semiconductor: strong numbers, but shares are falling! ON Semiconductor $ONis an American technology company specializing in the development and manufacture of semiconductor components used in automotive, industrial automation and artificial intelligence technologies. The company delivered results exactly as expected. Earnings per share of $0.53 exactly met analyst... Read more
I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.
How do you see it? Are you buying $BRK-B at a discountright now ?
Hey, I'm thinking about it too, but I'm holding back for now. I realize it may not get there at all, but I would like a price somewhere around $400, after all, Buffett won't be around much longer, as of the new year the company will be going purely without him, and I'm not saying he's the only one who can do it, but without him I think the company will lose some popularity and interest which could lead to a sell-off, and most importantly, by the next few years I don't think there will be as much growth and I see it more as a kind of "insurance policy" in the portfolio. 😊
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🌐Palo Alto Networks buys CyberArk for $25 billion! Palo Alto Networks $PANW announced the largest acquisition in its history. The company announced the purchase of Israeli identity management specialist CyberArk $CYBR in a deal worth $25 billion, firmly establishing it as a leader in the so-called identity security space as well. This segment is increasingly important in a world... Read more
🎬 Disney surprises with steady growth!
...In the third quarter of fiscal year 2025, Disney $DIS proved solid results. The company reported year-over-year revenue growth of 2 % to $23.65 billion, with net earnings per share (EPS) rose to $2.92, more than double last year's figure. Adjusted EPS was $1.61, up 16 % up 16% from last year.
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It's a great company and the stock is still pretty undervalued. The main upside is yet to come.
Pfizer ended up reporting pretty good results, and the stock is up 5%. The company is doing well, but I think it's all about whether they can develop a "miracle" drug. I still hold a few shares, but I'll probably sell the rest next year.
What do you think of $PFE?
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I don't have any shares in my portfolio and probably won't buy any. This sector is very complex and also the $NVO thing is more interesting right now.
Lockheed Martin | Q2 2025: Sharp drop in profitability due to one-time losses
American Eagle: The viral campaign, the Trump effect and the 23% rally - opportunity or trap?
🛡️ Quarterly results of European armourer below estimates, but outlook remains strong!
German armour, ammunition and military systems manufacturer Rheinmetall $RHM.DE has published Q2 results that fell short of market expectations, with sales of €2.43bn (vs. estimated 2.53 billion). and operating profit was EUR 276 million. (estimated EUR 283 million).
The shares react by falling...
Read more
Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
Do you still consider $AAPL a growth stock?
Philip Morris International | Q2 2025: transformation in full force
📉 ON Semiconductor: strong numbers, but shares are falling!
ON Semiconductor $ON is an American technology company specializing in the development and manufacture of semiconductor components used in automotive, industrial automation and artificial intelligence technologies. The company delivered results exactly as expected. Earnings per share of $0.53 exactly met analyst...
Read more
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I have $AMD, but it was similar with them now. The results were great and the company is doing well, but the stock was down a lot too.
I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.
How do you see it? Are you buying $BRK-B at a discountright now ?
Zobrazit další komentáře
Hey, I'm thinking about it too, but I'm holding back for now. I realize it may not get there at all, but I would like a price somewhere around $400, after all, Buffett won't be around much longer, as of the new year the company will be going purely without him, and I'm not saying he's the only one who can do it, but without him I think the company will lose some popularity and interest which could lead to a sell-off, and most importantly, by the next few years I don't think there will be as much growth and I see it more as a kind of "insurance policy" in the portfolio. 😊
LVMH | H1 2025: Luxury under pressure but with an unwavering vision
🌐Palo Alto Networks buys CyberArk for $25 billion!
Palo Alto Networks $PANW announced the largest acquisition in its history. The company announced the purchase of Israeli identity management specialist CyberArk $CYBR in a deal worth $25 billion, firmly establishing it as a leader in the so-called identity security space as well. This segment is increasingly important in a world...
Read more
Zobrazit další komentáře
Acquisitions are great and it will definitely help the company. The stock may fall now, but it will rise in the long run.