Fidelity: The rally in energy stocks is not over, the sector is at the beginning of a new cycle
Last year, energy stocks benefited from rising oil and gas prices and a number of geopolitical risks, with the energy sector adding over 40% to the US S&P 500 stock index. This year, since the beginning of January, the energy sector has added just under 5%, but there is no reason to worry, according to experts at Fidelity Investments.
"The sharp slowdown in energy company share price… read more
What are your energy industry representatives? I'm currently rooting for $ENPH-3.9%.
How do you see Alibaba $BABA+5.0% nowadays? I like the company a lot, but there is still one big negative and that is the Chinese market. That is the main issue that is keeping me from buying this company.
How do you see it? Can the company look back to its highs and make sense at today's prices?
How do you see it now with Reit like $O-0.9%, will they go down as long as the Fed raises more and then theoretically when rates are cut they could go up? That means next year , when the plan so far is 2024 for the first rate cut.
Is $SOFI-5.2% a lucrative investment for any of you, or do you even have $SOFI-5.2% stock in your portfolio ? Why do you like this company or just the opposite ? Thanks for your opinions ;)
FactSet $FDS+2.1%, which operates a digital platform and software for analyzing economic and financial data, reported its results for the 4Q fiscal year 2023, which ended August 31, 2023, at yesterday's after-market close. On an adjusted earnings per share basis for the 4Q, FactSet missed the average analyst estimate. The outlook for the upcoming year is also below analyst consensus.
FactSet reported organic revenue growth of 7.2% for the final quarter of fiscal 2023, compared… read more
The markets are showing us a strong sell-off to end the week with big losses in the major stock indices, with the US 500 index down nearly 3% and the Nasdaq 100 down 3.6% in just the last two days! These declines could reveal some nice buying opportunities again next week.
What stock titles are you currently eyeing and planning to buy? Inspiration for your weekend analysis. :-) Personally, I'm thinking about further gradually increasing my position in $PLTR+0.9% and DCA into $… read more
$WPC-2.0% is down more than 7% today on news that the board has approved a plan to exit office assets within its portfolio.
This plan includes:
1) Spin-off into a separate publicly traded REIT, with 59 office properties to be transferred to Net Lease Office Properties (NLOP).
2) Sale of office assets: 87 office properties will remain owned by $WPC-2.0% and will be sold by January 2024.
The report also mentioned a "dividend reset", which has investors fearing a potential dividend… read more
US logistics and delivery company FedEx $FDX-0.3% has released its quarterly results. Investors were pleased with the year-on-year growth in operating profit, which rose mainly due to lower fuel costs.
Financial results
The company generated revenue of $21.681 billion in 1Q fiscal 2024. This is a year-on-year decrease of 7%. The company's revenue is contributed by 3 segments, namely ground transportation, express delivery, and freight.
The Express Delivery segment is the largest… read more
Google $GOOGL-0.1% is reportedly considering to stop using Broadcom $AVGO+2.6% as an AI chip supplier from 2027. In such a scenario, Google would completely design the chips known as TPUs in-house. The move could save billions of dollars in costs annually. What do you think? 🤔
FedEx $FDX-0.3% reported results for the second quarter of fiscal year 2023.
Results:
The company reported higher earnings per share of $4.23 (GAAP) and adjusted earnings per share of $4.55 (non-GAAP) compared to $3.33 and $3.44, respectively, in the same period last year. Revenues were $21.7 billion, down $1.5 billion year-over-year.
Operating profit rose to USD 1.49 billion from USD 1.19 billion a year ago. Operating margin increased to 6.8% from 5.1%. Operating profit growth… read more
I came across a REIT that I found very interesting. REIT $WPC-2.0% is currently at a very low price and the stock is very undervalued for me, as I see the fair price of the stock somewhere between $85-$90 and a very similar fair price for the stock is shown by the Bulios indicator. I see potential in this company and I believe the stock will start to grow and as a bonus there is a high dividend which is around 6.5%.
Are you familiar with this REIT and have shares of this… read more
Investors, have you ever fallen for FOMU yourself? "Fear of missing out. What investment was it and what caused it? :)
Personally, I felt the most FOMO on myself during the last BTC bullrun when I bought $BTCUSD+0.0% for $53000. Fortunately it wasn't for a particularly high amount and in retrospect I think it gave me more than it took. Since then, FOMO has completely let me go and I think about my investments with a clear head and no emotions.
What about you and FOMO, what are… read more
Join one of the fastest growing communty of investors in Europe
Discuss your favorite stocks, crypto or investing strategies
Get an insight into the markets and become a better investor
Articles and contributions published on the bulios.com server are not investment recommendations. They are only informative. Be careful in your investments and educate yourself.
