📡 Texas Instruments and the return to growth! After a long streak of nine quarters of declining sales and earnings , Texas Instruments $TXN is finally bouncing back from the bottom. Q1 2025 results brought positive sentiment. Shares jumped by more than 6 %.
For me, $ON is much more interesting and attractive. They have much more potential and the business works better. It's only a matter of time before the stock starts to rise.
📊 Lam Research, record margins and strong outlook! Lam Research $LRCX shows why it is one of the key players in semiconductor technology. The company manufactures high-end equipment for depositing, etching and cleaning materials used in the production of semiconductor chips.In its Q1 2025 results announced Thursday, the company surprised with not only revenue and profit growth... Read more
Have you ever been affected by the FOMO effect? If so, in which investment or stock?
I got influenced by it in the beginning mainly in $NKE and $CVS. I did what everyone else was doing and was afraid of being left behind - which was a mistake. But I've taken a different approach over the last year, and I'm trying to be guided mostly by facts, not sentiment.
What do you think of Intel's results? Does anyone else have $INTCstock in their portfolio?
I think the results were not too bad, but the company is still not doing well (detailed info is in flash news). I never had$INTC stock in my portfolio and I would definitely not invest in this company now.
Fidelity National Information Services $FIS has been below the investment radar despite offering a combination of recurring returns, low exposure to consumer fluctuations and an interesting valuation. Although the stock is down more than 7% since the start of 2025, analysts like Dan Kupferberg view FIS as a promising candidate for an earnings season rebound.
📊✈️ Boeing and improving results! After a wild period, cautious optimism is coming from Boeing $BA. Q1 2025 results point to a positive shift, but it remains overshadowed by ongoing challenges in manufacturing, geopolitics and brand credibility.
Do you have tobacco company stocks in your portfolio?
These dividend stocks are doing quite well this year, as $MO, $BTI and $PM are up more than 10% since the beginning of the year. Last year I had $MO in my portfolio and was very happy, but this year I sold the dividend stocks and bought growth stocks.
📈 GE Aerospace: growth in times of global uncertainty GE Aerospace $GE is off to a strong start in 2025 at a time when most aerospace and defense companies are grappling with how to maintain margins under pressure from geopolitics, inflation and tariff barriers.
📡 Texas Instruments and the return to growth!
...After a long streak of nine quarters of declining sales and earnings , Texas Instruments $TXN is finally bouncing back from the bottom. Q1 2025 results brought positive sentiment. Shares jumped by more than 6 %.
Read more
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For me, $ON is much more interesting and attractive. They have much more potential and the business works better. It's only a matter of time before the stock starts to rise.
UnitedHealth Group | 1Q 2025: Strong revenue, but adjusted outlook due to Medicare pressure
📊 Lam Research, record margins and strong outlook!
Lam Research $LRCX shows why it is one of the key players in semiconductor technology. The company manufactures high-end equipment for depositing, etching and cleaning materials used in the production of semiconductor chips.In its Q1 2025 results announced Thursday, the company surprised with not only revenue and profit growth...
Read more
Have you ever been affected by the FOMO effect? If so, in which investment or stock?
I got influenced by it in the beginning mainly in $NKE and $CVS. I did what everyone else was doing and was afraid of being left behind - which was a mistake. But I've taken a different approach over the last year, and I'm trying to be guided mostly by facts, not sentiment.
What do you think of Intel's results? Does anyone else have $INTCstock in their portfolio?
I think the results were not too bad, but the company is still not doing well (detailed info is in flash news). I never had$INTC stock in my portfolio and I would definitely not invest in this company now.
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I'm staying out of it and I'm just gonna watch it. In the end, the new CEO isn't changing much yet.
Fidelity National Information Services $FIS has been below the investment radar despite offering a combination of recurring returns, low exposure to consumer fluctuations and an interesting valuation. Although the stock is down more than 7% since the start of 2025, analysts like Dan Kupferberg view FIS as a promising candidate for an earnings season rebound.
Read more
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I am currently picking other stocks from that sector and buying $SOFI.
📊✈️ Boeing and improving results!
...After a wild period, cautious optimism is coming from Boeing $BA. Q1 2025 results point to a positive shift, but it remains overshadowed by ongoing challenges in manufacturing, geopolitics and brand credibility.
Read more
Zobrazit další komentáře
I don't know what's interesting about Boeing and would focus on other stocks. From this sector, I would pick maybe $UAL.
Citigroup | 1Q 2025: buybacks and growth in all segments please the market
Do you have tobacco company stocks in your portfolio?
These dividend stocks are doing quite well this year, as $MO, $BTI and $PM are up more than 10% since the beginning of the year. Last year I had $MO in my portfolio and was very happy, but this year I sold the dividend stocks and bought growth stocks.
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I don't have dividend stocks in my portfolio, but if I had to make a decision and pick something it would be $MO.
The new era of restaurants: game-changing technologies
Bitcoin at 7-week high thanks to Trump's easing of tariff stance
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I am quite happy that the development is now stable and the price is going up. We'll see if it holds.
📈 GE Aerospace: growth in times of global uncertainty
...GE Aerospace $GE is off to a strong start in 2025 at a time when most aerospace and defense companies are grappling with how to maintain margins under pressure from geopolitics, inflation and tariff barriers.
Read more
Zobrazit další komentáře
The stock is a bit cheaper now and the valuation is starting to look interesting. Maybe this is a good time to establish a position.