Do you think the end of Musk at DOGE will be a positive for Tesla $TSLA? Or is the 32% YTD decline a reflection of investor distrust, given tariffs, sales, potential price increases and further margin compression?
Let's see how the stock reacts tomorrow and if anything changes. But if Musk really does leave DOGE and start focusing on his companies, the stock should rise again.
That Google is sinking pretty good. On Friday, the stock was down 4% and the price was down to $156. That's an 18% drop this year alone, but fortunately the fundamentals haven't changed, which I see as a great opportunity, so I'll be overbought.
What do you think of the current valuation of $GOOG? Are you overbought?
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North... Read more
Do you address moral considerations and ethics when investing in stocks?
Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO or $LMT... Read more
🚗 Car rental companies Hertz and Avis significantly strengthen after the announcement of the tariffs! In a world where any economic measure can rewrite the investment mood, one interesting twist has emerged: car rental companies Hertz $HTZ and Avis $CAR, which have long been under market pressure, have risen sharply in recent days.
This is due to President Trump 's announced... Read more
The car companies are making a terrible loss on this now, and BMW, for example, is burning money, but these aforementioned companies could easily make a profit.
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DEin my portfolio, but I don't and won't invest in $VOW3.DE.
📈 Cintas surprises the market: strong results and new record in margins! Cintas Corporation $CTAS is an American company providing uniforms, mats, mops, hygiene supplies, fire extinguishers and a variety of other products. This company is now confirming its position as one of the most stable players in the market. The results for the third fiscal quarter of 2025 exceeded market... Read more
Do you think the end of Musk at DOGE will be a positive for Tesla $TSLA? Or is the 32% YTD decline a reflection of investor distrust, given tariffs, sales, potential price increases and further margin compression?
...Read more
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Let's see how the stock reacts tomorrow and if anything changes. But if Musk really does leave DOGE and start focusing on his companies, the stock should rise again.
Tesla | 4Q 2024 Analysis: production challenges, declining supply and strategic steps to return to growth
That Google is sinking pretty good. On Friday, the stock was down 4% and the price was down to $156. That's an 18% drop this year alone, but fortunately the fundamentals haven't changed, which I see as a great opportunity, so I'll be overbought.
What do you think of the current valuation of $GOOG? Are you overbought?
Zobrazit další komentáře
Great business and with a P/E of 20 it's really cheap. We'll see what the stock reaction is tomorrow.
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
Energy Transfer's key growth drivers:
Strong...
Read more
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As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday
ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
Job...
Read more
Zobrazit další komentáře
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North...
Read more
Zobrazit další komentáře
It's definitely one of the best companies, but I'm currently looking more at $BAESF.
Do you address moral considerations and ethics when investing in stocks?
Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO or $LMT...
Read more
Zobrazit další komentáře
I don't care either.
🚗 Car rental companies Hertz and Avis significantly strengthen after the announcement of the tariffs!
In a world where any economic measure can rewrite the investment mood, one interesting twist has emerged: car rental companies Hertz $HTZ and Avis $CAR, which have long been under market pressure, have risen sharply in recent days.
This is due to President Trump 's announced...
Read more
Zobrazit další komentáře
The car companies are making a terrible loss on this now, and BMW, for example, is burning money, but these aforementioned companies could easily make a profit.
Netflix | 4Q 24 Analysis: record subscriber growth and new strategy for 2025
What do you think about $VOW3.DEstock ?
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DEin my portfolio, but I don't and won't invest in $VOW3.DE.
Zobrazit další komentáře
The European car companies are not in the best situation right now, but when things calm down again, these companies could prosper again.
📈 Cintas surprises the market: strong results and new record in margins!
Cintas Corporation $CTAS is an American company providing uniforms, mats, mops, hygiene supplies, fire extinguishers and a variety of other products. This company is now confirming its position as one of the most stable players in the market. The results for the third fiscal quarter of 2025 exceeded market...
Read more
Zobrazit další komentáře
The closest thing I have to this company in my portfolio is $MMM stock and so far I'm happy .