Walgreens Boots Alliance $WBA announced yesterday surprising results for the first quarter of fiscal year 2025 that exceeded Wall Street expectations !
On Wednesday, the season of results will slowly start and there may be some interesting opportunities. I'll definitely be interested in the results of $BAC, $TSM and $UNH.
Nio (NIO) recorded significant growth in shipments in December
-Shipment growth: shipments of Nio $NIO electric vehicles rose 73% in December , signaling a strong finish to 2024 and giving investors reason for optimism.
-Onvo brand: $NIO's newer brand , Onvo, is expected to be a key driver of growth in 2025.
-Market challenges: Chinese price war in the electric vehicle... Read more
Rumble (RUM): impressive growth in 2024 and outlook for 2025
The year 2024 was an extremely successfulone for video streaming platform Rumble $RUM, with a 189.8% increase in share price. This growth was driven by strategic partnerships, political events, and investments in cryptocurrencies. However, the company is now facing new challenges that threaten its ability to maintain... Read more
Investors, which stock do you consider the riskiest in your portfolio?
For me, it's definitely $BABA and $CAVA. For Alibaba, I see the main risk in China itself and the way the state there operates, and for CAVA I see a lot of potential but also a lot of question marks that can change a lot of things negatively.
Yesterday's Delta Air Lines results were very positive, with shares up 9%. Revenues and earnings beat expectations and strong earnings are expected for 2025 (more in Flash News). I don't own stocks from this sector, but clearly this sector is starting to recover and companies are starting to do well.
Do you have $DAL or any other airlinestocks in your portfolio ?
Investors, which stock do you consider the riskiest in your portfolio?
For me, it's definitely $BABA and $CAVA. With Alibaba, I see the main risk in China itself and the way the state there operates, and with CAVA I see a lot of potential but also a lot of question marks that can fundamentally change a lot of things.
🔥 California wildfires: a disaster that shocks residents and the market!
We're all surely watching the intense wildfires in Los Angeles - some of the most destructive and costly in history. California. These fires have not only affected residents, but also the stock markets.
Insurance companies under pressure: Major insurance companies such as Allstate $ALL, Travelers $TRV, Chubb ... Read more
Those pics/videos look scary, so hopefully it will stop soon. From what I've read and looked at so far, the biggest impact should be on those utilities, as mentioned.
Garmin: Summary of 2024 results and outlook for 2025
2024 was a very successfulyear for Garmin $GRMN, with revenue growth of 19% and improved operating profitability to 24% (from 20% in 2023). The company particularly benefited from the strengthening of its fitness, outdoor and marine segments, underlining the successful transformation of its portfolio.
💡 Walgreens: A bold path to turnaround! 💊
Walgreens Boots Alliance $WBA announced yesterday surprising results for the first quarter of fiscal year 2025 that exceeded Wall Street expectations !
Shares soared more than 27%! 📈
...Read more
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The stock has only fallen last year and the results were bad. Plus, the sector is doing pretty bad overall right now.
Disney and fuboTV partnership: combining Hulu + Live TV with new capabilities
- Expanded reachDescription : Partnership connects Hulu + Live TV s fuboTV, together reaching 6.2 million subscribers.
- Shares: Disney $DIS acquires a 70% ownership stake, while fuboTV $FUBO retains management control of day-to-day operations.
- Strategic advantagesA: Disney support increases credib...
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I think it's a pretty good move. I have a few shares of $DIS and would appreciate more upside.
On Wednesday, the season of results will slowly start and there may be some interesting opportunities. I'll definitely be interested in the results of $BAC, $TSM and $UNH.
Which companies will you be interested in?
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The banks will be interesting for sure, but those results should be quite strong there.
Nio (NIO) recorded significant growth in shipments in December
- Shipment growth: shipments of Nio $NIO electric vehicles rose 73% in December , signaling a strong finish to 2024 and giving investors reason for optimism.
- Onvo brand: $NIO's newer brand , Onvo, is expected to be a key driver of growth in 2025.
- Market challenges: Chinese price war in the electric vehicle...
Read more
Trump's bid to buy Greenland could make Ozempic more expensive
Rumble (RUM): impressive growth in 2024 and outlook for 2025
The year 2024 was an extremely successfulone for video streaming platform Rumble $RUM, with a 189.8% increase in share price. This growth was driven by strategic partnerships, political events, and investments in cryptocurrencies. However, the company is now facing new challenges that threaten its ability to maintain...
Read more
Investors, which stock do you consider the riskiest in your portfolio?
For me, it's definitely $BABA and $CAVA. For Alibaba, I see the main risk in China itself and the way the state there operates, and for CAVA I see a lot of potential but also a lot of question marks that can change a lot of things negatively.
Why should you ignore these 3 European companies?
🗓️Týdenní investment overview: key events that move the market!
Earnings season is upon us, with the biggest banking houses in the US kicking off first. Stay tuned for what's ahead! 👀📊
Tuesday:
US PPI inflation: Producer price inflation will reveal whether inflationary pressures in the supply chain are easing. 📦
Wednesday: Big Bank Day! 🏦
U.S. Consumer Price Inflation (CPI): A key...
Read more
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I will be interested in the results of $TSM. The results should hopefully exceed expectations.
Yesterday's Delta Air Lines results were very positive, with shares up 9%. Revenues and earnings beat expectations and strong earnings are expected for 2025 (more in Flash News). I don't own stocks from this sector, but clearly this sector is starting to recover and companies are starting to do well.
Do you have $DAL or any other airlinestocks in your portfolio ?
Investors, which stock do you consider the riskiest in your portfolio?
For me, it's definitely $BABA and $CAVA. With Alibaba, I see the main risk in China itself and the way the state there operates, and with CAVA I see a lot of potential but also a lot of question marks that can fundamentally change a lot of things.
🔥 California wildfires: a disaster that shocks residents and the market!
We're all surely watching the intense wildfires in Los Angeles - some of the most destructive and costly in history. California. These fires have not only affected residents, but also the stock markets.
Insurance companies under pressure:
Major insurance companies such as Allstate $ALL, Travelers $TRV, Chubb ...
Read more
Zobrazit další komentáře
Those pics/videos look scary, so hopefully it will stop soon. From what I've read and looked at so far, the biggest impact should be on those utilities, as mentioned.
TSMC's record results: AI as a key growth engine
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TSMC Fourth Quarter 2024 Earnings Conference will be held on Thursday, January 16, 2025, at 14:00 Taiwan time/ 1:00 Eastern Time.
Two stocks that could benefit from the quantum computing boom
Garmin: Summary of 2024 results and outlook for 2025
2024 was a very successfulyear for Garmin $GRMN, with revenue growth of 19% and improved operating profitability to 24% (from 20% in 2023). The company particularly benefited from the strengthening of its fitness, outdoor and marine segments, underlining the successful transformation of its portfolio.
Key success factors
1. Po...
Read more
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Great company, I quite like the business and the fundamentals look very good too. It's just that the valuation is unfortunately high right now.