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
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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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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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Instead of $LMT I would rather choose $RHM.DE, but the pricing there is also high now.
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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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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.
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