🚗 Infineon strengthens in automotive. Buys Marvell's Ethernet division for $2.5 billion Germany's Infineon Technologies $IFX.DE has announced that it will acquire the automotive Ethernet division of Marvell Technology $MRVL for approximately $2.5 billion in cash . The goal is to significantly strengthen its position in microcontrollers and expand its offering of in-vehicle... Read more
The growth of $HTZstock continues unabated. The stock is up 136% in the last month alone, which is pretty solid for a car rental company. The news of Pershing Square's large stake in Hertz is behind the growth. I won't be investing in it anymore, but other car rental companies may be interesting.
This week, we're expecting results from giants like Tesla $TSLA, Google $GOOG, Verizon $VZ, MMM $MMM, Lockheed Martin $LMT, Procter & Gamble $PG, Pepsi $PEP and many more. Do you think the impact of the tariffs is already showing up in the results, or will we not see it until the next quarter's outlook?
📅 Weekly investment outlook! This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday Easter Monday - Markets in Europe are still closed
🚗 Tuesday 📡 Results before the markets open: Verizon$VZ - The telecom giant is facing pressure from competition and developments in 5G. 3M$MMM - How is 3M settling legal disputes? Will the company build... Read more
It's starting to get pretty exciting and this week is going to be very interesting in terms of results. For me, the most important results will definitely be $TSLA, $GOOG and $INTC. If the stock continues to fall, I'll be overbought.
Which companies' results will you be interested in? And what stocks are you planning to buy?
📈 Blackstone surprises with profit but warns of tariffs! The world's largest alternative investment manager Blackstone $BX beat Q1 earnings expectations as it reported a year-over-year increase in distributable earnings of 11 % to $1.09 per share. The strong numbers were mainly supported by the private equity and credit segments. However,the CEO is feeling the strain in the... Read more
Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you... Read more
I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.
This positive $NFLX stock news is available only to Bulios Black members.
📉 UnitedHealth surprisingly lowers outlook. Shares fall! UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.
The company now expects a profit 26 to $26.50 per share, whereas it... Read more
I think these are great stocks for diversification. If that outlook isn't positive and doesn't change in a few months, I might look at other companies like $CVS.
Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
🚗 Infineon strengthens in automotive. Buys Marvell's Ethernet division for $2.5 billion
Germany's Infineon Technologies $IFX.DE has announced that it will acquire the automotive Ethernet division of Marvell Technology $MRVL for approximately $2.5 billion in cash . The goal is to significantly strengthen its position in microcontrollers and expand its offering of in-vehicle...
Read more
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I know a little $MRVL, but I don't have a single stock in my portfolio. But it could be very beneficial for both companies.
The growth of $HTZstock continues unabated. The stock is up 136% in the last month alone, which is pretty solid for a car rental company. The news of Pershing Square's large stake in Hertz is behind the growth. I won't be investing in it anymore, but other car rental companies may be interesting.
What do you think ofthis growth in $HTZstock ?
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It's extremely expensive now and I definitely wouldn't invest in it and a correction needs to come soon.
This week, we're expecting results from giants like Tesla $TSLA, Google $GOOG, Verizon $VZ, MMM $MMM, Lockheed Martin $LMT, Procter & Gamble $PG, Pepsi $PEP and many more. Do you think the impact of the tariffs is already showing up in the results, or will we not see it until the next quarter's outlook?
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Tesla didn't show much and now I'm waiting for the $GOOG one.
Johnson & Johnson | 1Q 2025: Strong start to the year, but regional differences remain a challenge
📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday
Easter Monday - Markets in Europe are still closed
🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
Read more
Zobrazit další komentáře
Tesla's results will be the most important, but it is possible that the stock will fall and I would definitely overbought at that point.
It's starting to get pretty exciting and this week is going to be very interesting in terms of results. For me, the most important results will definitely be $TSLA, $GOOG and $INTC. If the stock continues to fall, I'll be overbought.
Which companies' results will you be interested in? And what stocks are you planning to buy?
Zobrazit další komentáře
The correction continues today, so I'll be shopping again gradually.
📈 Blackstone surprises with profit but warns of tariffs!
The world's largest alternative investment manager Blackstone $BX beat Q1 earnings expectations as it reported a year-over-year increase in distributable earnings of 11 % to $1.09 per share. The strong numbers were mainly supported by the private equity and credit segments. However,the CEO is feeling the strain in the...
Read more
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Interesting company and definitely a great investment. But I have other stocks from the financial sector.
Goldman Sachs | 1Q 2025: Strong earnings drag stock trading, but uncertainty holds back further growth
Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you...
Read more
Zobrazit další komentáře
I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.
📉 UnitedHealth surprisingly lowers outlook. Shares fall!
UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.
The company now expects a profit 26 to $26.50 per share, whereas it...
Read more
Zobrazit další komentáře
I think these are great stocks for diversification. If that outlook isn't positive and doesn't change in a few months, I might look at other companies like $CVS.
Wells Fargo | 1Q 2025: Decline in interest income offset by cost control
Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
Does anyone have...
Read more
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I'd rather focus on individual car companies. I'm waiting for $TSLA to drop below $200.