🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations! Shares of Daimler Truck $DTG.DE fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order... Read more
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHRfocused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.
📉 Adobe - strong results, but shares fall on AI concerns! Adobe $ADBE is a global leader in creative software used by millions of professionals in graphic design, digital marketing, video production and document management.
Key products include: 🎨Adobe Creative Cloud - Photoshop, Illustrator, Premiere Pro, After Effects, InDesign and other tools for creatives. 📊 Adobe Experience... Read more
It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA and would like to buy $DNP.WA at a lower price .
Do you also have any Polish stocks in your portfolio?
💥 Rheinmetall on the rise: 36% revenue growth and expectations of a boom in military orders! 🚀
Europe's defense sector is experiencing historic growth, and one of the biggest winners is German weapons manufacturer Rheinmetall $RHM.DE. The company announced a huge 36% sales growth in 2024 and predicts further 25-30% growth in 2025, mainly due to a massive influx of military... Read more
It has been a long time since a European stock had such an extreme growth. Some may find it expensive, but I'm toying with the idea of buying a few more shares as the growth is likely to continue.
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations!
Shares of Daimler Truck $DTG.DE fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order...
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Interesting business, but it's hard to say if such a company has great potential or not.
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHRfocused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
Why is Archer Aviation stock rocketing?
Aircraft eVTOL technology
-...
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The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
...Read more
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I've never been very interested in this industry. The dividend is great, but that's about it.
Meta's victory that worries other tech giants
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.
What do you think of $ULTA? Why do you...
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There are much better companies in this sector and I would rather focus on $RMS.PA.
Nasdaq in correction: These 2 safe stocks finally look interesting
📉 Adobe - strong results, but shares fall on AI concerns!
Adobe $ADBE is a global leader in creative software used by millions of professionals in graphic design, digital marketing, video production and document management.
Key products include:
🎨Adobe Creative Cloud - Photoshop, Illustrator, Premiere Pro, After Effects, InDesign and other tools for creatives.
📊 Adobe Experience...
Read more
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That AI may be a problem for the company, but if they adapt a bit and improve their strategy, they could be around for a long time.
It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA and would like to buy $DNP.WA at a lower price .
Do you also have any Polish stocks in your portfolio?
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I'm quite intrigued by $DNP.WA shares and would like to include them in my portfolio, but the price is too high right now.
Intel appoints new CEO: Lip-Bu Tan takes over at key time
From IBM to independence: How the company is changing the world of IT infrastructure in partnership with Microsoft
Microsoft issued a serious warning: sell these 3 data center stocks
Airbnb grows thanks to positive analyst reviews
Airbnb shares $ABNB saw gains after a Jefferies analyst raised his recommendation to "Buy" and set a $185 price target.
Reasons for optimism:
- Strong booking growth and new products boost investor confidence
-Expansion beyond traditional lodging - $ABNB is betting on travel experiences and sponsored offerings as additional revenue...
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It's not very interesting to me, so I mostly just watch it.
💥 Rheinmetall on the rise: 36% revenue growth and expectations of a boom in military orders! 🚀
Europe's defense sector is experiencing historic growth, and one of the biggest winners is German weapons manufacturer Rheinmetall $RHM.DE. The company announced a huge 36% sales growth in 2024 and predicts further 25-30% growth in 2025, mainly due to a massive influx of military...
Read more
Zobrazit další komentáře
It has been a long time since a European stock had such an extreme growth. Some may find it expensive, but I'm toying with the idea of buying a few more shares as the growth is likely to continue.