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.
Walgreens Boots Alliance $WBA announced yesterday surprising results for the first quarter of fiscal year 2025 that exceeded Wall Street 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
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.
Geo Group and CoreCivic are the best known firms in this sector. Their stocks have risen several dozen percent in the last year alone. This growth has been greatly boosted by the election of Trump, and the stock is likely to continue its solid growth. I considered buying $GEObefore the election , but unfortunately I didn't end up... Read more
💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?
The technology world is on the threshold of another major transaction. SoftBank Group $SFTBYand Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips... Read more
I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.
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.
💡 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.
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.
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Garmin: Summary of 2024 results and outlook for 2025
2024 was a very successfulyear for Garmin $GRMN, with revenue growth of 19% and improved operating profitability to 24% (from 20% in 2023). The company particularly benefited from the strengthening of its fitness, outdoor and marine segments, underlining the successful transformation of its portfolio.
Key success factors
1. Po...
Read more
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Great company, I quite like the business and the fundamentals look very good too. It's just that the valuation is unfortunately high right now.
Anyone investing in private prisons ($CXW, $GEO)?
Geo Group and CoreCivic are the best known firms in this sector. Their stocks have risen several dozen percent in the last year alone. This growth has been greatly boosted by the election of Trump, and the stock is likely to continue its solid growth. I considered buying $GEObefore the election , but unfortunately I didn't end up...
Read more
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To me, this is a very volatile stock, and I also don't like the fact that the stock is rising so much primarily just because of Trump.
💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?
The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
Read more
Zobrazit další komentáře
I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.
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