How is the arms industry represented in your portfolio?
I'm still watching $LMTstock and starting to seriously consider buying it. I think the company has a great business, the current price is quite low and the P/E is not exorbitant. In addition, Donald Trump has a fairly positive relationship with the sector, and his potential actions could help these companies grow.
📱Arm Holdings: bold transformation on the horizon!
Arm Holdings $ARM, the technology company behind the architecture of most of the world's chips, is planning major changes that could shake up the industry. Not only is the company planning to increase licensing fees by up to 300 %but is even considering making its own chips. This would turn the key supplier into a competitor... Read more
Last year, $ENR.DE was one of the best performing stocks in Europe. This German company did not fare well in 2023, but last year the company recovered and the stock rose by 300%. I honestly don't like this sector at all, but this company is quite interesting. However, the stock is pretty overvalued right now.
Anyone have shares of $ENR.DE in their portfolio or on a watchlist?
💡 The fall of the pharmaceutical company!💉 Shares of Moderna $MRNA were rocked today as their value fell by more than 20 % after the company cut its 2025 revenue estimate by $1 billion. The event raised questions among investors about where the company is headed. 📉💼
Moderna now expects its revenue in the year 2025 will be 1.5-2.5 billion dollars by 2025, with most of that... Read more
The drop is really significant. Well I have $PFE stock from this sector. I'm at a significant loss, but I'll still hold and then sell at some interesting opportunity.
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
How is the arms industry represented in your portfolio?
I'm still watching $LMTstock and starting to seriously consider buying it. I think the company has a great business, the current price is quite low and the P/E is not exorbitant. In addition, Donald Trump has a fairly positive relationship with the sector, and his potential actions could help these companies grow.
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If Trump keeps pumping more money into defense, this could be a great opportunity.
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📱Arm Holdings: bold transformation on the horizon!
Arm Holdings $ARM, the technology company behind the architecture of most of the world's chips, is planning major changes that could shake up the industry. Not only is the company planning to increase licensing fees by up to 300 %but is even considering making its own chips. This would turn the key supplier into a competitor...
Read more
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The company would have huge competition at that point, and I'm almost certain they won't be better than $AAPL or $TSM.
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Last year, $ENR.DE was one of the best performing stocks in Europe. This German company did not fare well in 2023, but last year the company recovered and the stock rose by 300%. I honestly don't like this sector at all, but this company is quite interesting. However, the stock is pretty overvalued right now.
Anyone have shares of $ENR.DE in their portfolio or on a watchlist?
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I'm not very focused on energy and if I had to choose something, I would shop in the US and not Europe.
Canadian market potential: Opportunities for growth and stable dividends
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💡 The fall of the pharmaceutical company!💉
Shares of Moderna $MRNA were rocked today as their value fell by more than 20 % after the company cut its 2025 revenue estimate by $1 billion. The event raised questions among investors about where the company is headed. 📉💼
Moderna now expects its revenue in the year 2025 will be 1.5-2.5 billion dollars by 2025, with most of that...
Read more
Zobrazit další komentáře
The drop is really significant. Well I have $PFE stock from this sector. I'm at a significant loss, but I'll still hold and then sell at some interesting opportunity.
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
Zobrazit další komentáře
I only have $BABA stock from China so far, and that's good enough for me. Nio is also an interesting company, but I won't invest in it.