What do you think about $RMS.PA+0.2%stock ?
I want to take a closer look at Hermès and I want to follow the company now because the company is very high quality and the business is great.
What do you think about $RMS.PA+0.2%stock ?
I want to take a closer look at Hermès and I want to follow the company now because the company is very high quality and the business is great.
📈 Micron Technology: strong growth thanks to artificial inteligenci🖥️
Micron $MU is a leader in innovative memory and storage solutions that support advances in artificial intelligence and other compute-intensive applications. It brings to market high-performance DRAM, NAND and NOR memory and storage products that power the data economy from data centers to mobile devices.
I think the cohesiveness is great. Growth in this sector has been driven mainly by fever in recent years. The company is at the top of its business and will continue to grow in my opinion. However, the stock could drop solidly by a few percent just like say $NVDA+0.5%. At some point, the cool down has to come. Over the past week, it looks like it may be coming.
Well, I would bet on at least one reduction happening. Beyond that, it's mysterious waters. Anything can happen. What's your take on it?
McCormick & Company (MKC): financial results for the second quarter of fiscal year 2024
McCormick & Company (NYSE: MKC) is a global leader in flavors, spices and seasonings. The company recently announced its financial results for the second quarter of fiscal year 2024, which exceeded market expectations in terms of both revenue and profitability.
Earnings per share (EPS): $MKC+...
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You always bring great company here! Many of the companies you write great about are undervalued and because investors don't know them from the mainstream, they don't even stop to think about them. It's a shame, but I love it! Keep going. I'm always happy to read it.
What is your current perception of the tobacco industry?
I have $MO+1.2% and $BTI+1.3%stocks in my portfolio , but I'm selling BTI and keeping $MO+1.2%. Revenues from regular cigarettes are down and will continue to decline, but companies are moving to e-cigarettes, new products and various alternatives that are becoming more popular and starting to sell more and more.
Shares of $CVS+0.2% fell less than 4% yesterday, hitting52-week lows in the process . I have$CVS+0.2% stock in my portfolio and it's a medium position, but I haven't overbought in a while and don't plan to. I am interested and will decide for me how the company will/will not do and whether the negative fundamentals will continue or improve.
Has anyone overbought during this...
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Unfortunately I'm in loss here too, I have an average buy here at 67$, I could be buying already, but the price was already lower so I'll wait, my position is also bigger but I believe that at least at 70$ they will look again.
📈🌟 FedEx grows on optimistic outlook!
FedEx $FDX+2.1% is a global leader in transportation, logistics and delivery services, known for its reliability and speed. Founded in1971 , the company has since become amajor player in the market, providing innovative solutions for parcel delivery and freight transportation.
Company shares on Wednesday were up more than 14 % following...
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Cohesion is nicely getting out of the abyss it has fallen into in recent years. The stock is doing well now. I'm just bothered by the pretty high debt there, which has been rising since the covenant. But the business is very good and the services of this company are not going away.
APPLE AND AI PARTNERSHIP
- Partnership with OpenAI:
-$AAPL-0.9% is considering a partnership with OpenAI, the developer of ChatGPT, to further develop its AI technology
- Discussions with other AI companies:
-$AAPL negotiates-0.9%with Meta Platforms and startups Anthropic and Perplexity for alternative AI solutions
- Plans for AI subscription service:
-$AAPL-0.9% plans to allow...
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The company is trying to push its products to make them as convenient as possible for customers, but the EU is interfering again. And I don't want to keep defending Apple, it bothers me with everyone.
Arista Networks: a key player in cloud networking technology
Arista Networks is a major company in cloud networking technology, providing cutting-edge networking products for data centers and cloud services. With its innovative technology and strong partnerships, Arista is a key supplier to some of the largest technology companies in the world.
Market capitalization and stock...
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Great description and especially highlighting a stock that is huge by market cap, but not talked about much. In fact, I've probably never seen an article here on Buios about Arista. I may not have it in my portfolio, but I have been following its development.
📈✨ Amazon.com has reached a milestone - surpassing a market value of $2 trillion! 🌟
Today ,Amazon $AMZN+1.2%became the fifth US company to reach this milestone. The company's stock is up more than 4 %, putting them alongside tech giants like Microsoft, Apple, Nvidia and Alphabet.
Well done, another stock that is making solid gains this year and I have it in my portfolio. It may not be like Nvidia, but satisfaction nonetheless :) Amazon has been quite a laggard in terms of growth compared to other techs.
JOINT VENTURE BETWEEN VW AND RIVIAN
- Rivian share growth:
- Rivian $RIVN+1.3% shares rise more than 40% after announcement of joint venture with Volkswagen
- Indicates significant market confidence in future collaboration
- Volkswagen investment:
- Volkswagen to invest $1 billion in Rivian
- This investment will enable Rivian to expand its technology and raise capital
-...
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40% were really solid. But now I would rather short it again. Rivian will surely benefit from this, but they still need to kick their production and business up a notch.
Modine Manufacturing - and climate solutions
- Market capitalisation:
- $4.92 billion
- 201% gain over the past 52 weeks
- History and Growth:
-$MOD-1.1% Founded in 1916 by Arthur B. Modine in 1916
- Began manufacturing thermal solutions for the automotive industry
- Now provides thermal solutions for markets such as HVAC, data centers and automotive
- 2024 Financials:
-...
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Everyone talks about $NVDA+0.5%, but this chart deserves it too! The growth is absolutely awesome.
I bought shares of $NVDA+0.5%for the first time yesterday . It's a small position and more of a short-term speculation. I may have missed out on the major upside, but I think the stock will continue to rise for a few more months. After the growth, I would subsequently take profits and maybe leave some of the money in there.
How do you currently approach $NVDA+0.5%stock ?
You took advantage of the downturn nicely. Looks like the market is not going to just turn around, so you're sure to "make a killing" 😉.
At the general meeting of CEZ, it was decided to pay a dividend of CZK 52 per share, which is still decent, but it is a significant decrease compared to last year. I have$CEZ.PR-0.7%shares in my portfolio, but I don't buy them...
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I don't own CEZ, but their dividend and growth over the last few years is awesome. But the government "gibberish" around here is just bad...
🚀 Interesting but risky opportunity at Unity Software Inc.
Unity Software Inc. $U+2.8% is a leading technology company that specializes in the development and providing game engines and tools for creating interactive 3D and 2D content. Its advanced technologies and innovations have made it a market leader, particularly in the gaming and augmented reality (AR) industries.
Their titles have been interesting, not much lately,. you can really see it in the stock, still falling to new lows and it looks pretty black from looking at the chart. No way, they're still in the red...
Luxury goods have shown really good resilience and growth in recent years. It's similar to LVMH. Both companies are doing very well. There was even (maybe still is) a collaboration with Apple on the Apple Watch.