There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
🗓️ Investment Outlook of the Week! This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday Results before the markets open: Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel... 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.
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
There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
How do you seet...
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Under that $300, it creates quite an interesting opportunity and I will be buying gradually.
🗓️ Investment Outlook of the Week!
This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday
Results before the markets open:
Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel...
Read more
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I'll keep an eye on that Google conference and see how PMI turns out.
The results season is slowly coming to an end, but this week will be interesting. I'll be watching the results of $PANW, $TGT and $BIDU.
Which companies' results will you be interested in?
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I'll keep an eye on $TGT, $BIDU and $LOW.
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...
Read more
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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