I read a few days ago that China is considering lifting some tariffs on solar panels and other such equipment. (It may have already happened, I'm not sure). So are you considering buying up stocks like $FSLR, $ENPH and others? It could be a positive catalyst for further growth.
Does anyone have $CAVAstock in their portfolio or on their watchlist ?
I added them to my portfolio a while ago and I think they have decent potential. The company focuses on modern Mediterranean cuisine. It currently operates 382 restaurants and aims to reach 1,000 locations by 2032. Overall the company is doing great and financially they are doing well too.
🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders! Cisco $CSCO delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The... Read more
I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.
🚜Deere & Co: Solid cost management helps in tough times! Deere & Company $DE, the global leader in agricultural equipment, has proven that even in an uncertain environment, it is possible to exceed market expectations. In the second quarter, the company delivered better numbers than analysts had estimated, but lowered the lower end of its annual profit outlook. Shares responded... Read more
Which stock have you made the biggest profit on so far since the last downturn?
The correction didn't last too long after all, and the stock has rallied significantly this week. Some stocks are already in the black YTD. I'm most pleased with $TTD, $SOFI and $PLTRso far .
🛩️ Boeing closes the largest contract in its history! American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.
The deal is the result of a focused diplomatic... Read more
I read a few days ago that China is considering lifting some tariffs on solar panels and other such equipment. (It may have already happened, I'm not sure). So are you considering buying up stocks like $FSLR, $ENPH and others? It could be a positive catalyst for further growth.
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I wouldn't want to take a long position in this, but the potential is quite great.
Does anyone have $CAVAstock in their portfolio or on their watchlist ?
I added them to my portfolio a while ago and I think they have decent potential. The company focuses on modern Mediterranean cuisine. It currently operates 382 restaurants and aims to reach 1,000 locations by 2032. Overall the company is doing great and financially they are doing well too.
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So far I have $MCD from this sector and I am satisfied. However, this may be quite a competition.
🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders!
Cisco $CSCO delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The...
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I have only $CRWD from this industry so far and I am happy. The stock is rising nicely and I probably won't add another share.
Arm | 4Q 2025: Solid results, weaker outlook and a bet on the AI future
What do you think of the $BABAresults ?
I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.
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I don't invest in China because it's too big a risk for me. Plus, stocks are pretty expensive right now.
🚜Deere & Co: Solid cost management helps in tough times!
Deere & Company $DE, the global leader in agricultural equipment, has proven that even in an uncertain environment, it is possible to exceed market expectations. In the second quarter, the company delivered better numbers than analysts had estimated, but lowered the lower end of its annual profit outlook. Shares responded...
Read more
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I have the company on my watchlist, but the valuation is high and maybe the stock could fall due to tariffs.
Aspen - return to the stock exchange in the form of an IPO
IPO Facts:
Analysis and Commentary:
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I never invest in IPOs and I have $MET and $ALV.DE on my watchlist from this sector so far.
Occidental Petroleum | 1Q 2025: Strong results, asset divestments and new momentum for growth in the energy sector
Which stock have you made the biggest profit on so far since the last downturn?
The correction didn't last too long after all, and the stock has rallied significantly this week. Some stocks are already in the black YTD. I'm most pleased with $TTD, $SOFI and $PLTRso far .
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It's definitely tech stocks like $AMD, $GOOD and $SOFI. So far, it looks like that growth will continue.
Global leader in orthopaedic medical devices
🛩️ Boeing closes the largest contract in its history!
American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.
The deal is the result of a focused diplomatic...
Read more
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It can probably help the company and I'll definitely be watching, but I'm definitely not buying the stock.