Anyone buying $UNH+0.0%stock ?
The stock is still quite undervalued. I already have $UNH+0.0%stock in my portfolio, but I'm thinking of overbought.
Anyone buying $UNH+0.0%stock ?
The stock is still quite undervalued. I already have $UNH+0.0%stock in my portfolio, but I'm thinking of overbought.
📆 Key events of the upcoming week!
There are no more companies announcing earnings this week, so I'll just keep an eye on these events.
🏭Monday: ISM Manufacturing PMI: Tracks the state and trend of industrial activity in the US.
🚗Tuesday. Number of vehicle deliveries. from Tesla $TSLA+4.0% for Q2. This will of course show us the strength of growth and demand for these cars. 🎤Chair...
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I agree with the others. Tesla is going in a good direction and I have their stock in my portfolio.
🌟📊Drone market opportunities!✈️
AeroVironment, Inc. $AVAV+7.8% is an American technology company specializing in the manufacture of unmanned aerial vehicles (drones) and advanced systems for the aerospace and defense industry. With an innovative approach and a focus on developing cutting-edge technology, it provides its products to both commercial customers and government...
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This looks very interesting and I will be glad for more posts about this company.
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.
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.
📈 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+1.1% and $BTI+1.3%stocks in my portfolio , but I'm selling BTI and keeping $MO+1.1%. 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 $CVS+0.5% fell less than 4% yesterday, hitting52-week lows in the process . I have$CVS+0.5% 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 $FDX+1.6% is a global leader in transportation, logistics and delivery services, known for its reliability and speed. Founded in1971 , the company has since become amajor player in the market, providing innovative solutions for parcel delivery and freight transportation.
Company shares on Wednesday were up more than 14 % following...
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Cohesion is nicely getting out of the abyss it has fallen into in recent years. The stock is doing well now. I'm just bothered by the pretty high debt there, which has been rising since the covenant. But the business is very good and the services of this company are not going away.
APPLE AND AI PARTNERSHIP
- Partnership with OpenAI:
-$AAPL-0.5% is considering a partnership with OpenAI, the developer of ChatGPT, to further develop its AI technology
- Discussions with other AI companies:
-$AAPL negotiates-0.5%with Meta Platforms and startups Anthropic and Perplexity for alternative AI solutions
- Plans for AI subscription service:
-$AAPL-0.5% 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+0.7%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+1.4% 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-1.4% 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'm not buying at the current price. But as a position complement, it's different and I understand that.