Cummins Inc.: A traditional engine maker with new energy - and strong growth potential
Goldman Sachs raised its recommendation to "buy" $CMI and the target price to $431, representing a potential upside of 36%. The reason? Strong performance from its Power Systems division, rising margins, broader demand for generators, and technological alignment with the future of the power... Read more
Shares of $BY6.F fell about 8% yesterday in response to the announcement of widespread discounts on electric vehicles. However, this strikes me as positive news and I would have expected more upside. I bought BYD shares recently and will be overbought if their price continues to fall.
What do you think of the discounts? Do you have $BY6.Fstock in your portfolio?
Coupang: Amazon Korea with rising profits and global ambition
Coupang $CPNG, previously considered one of the failed IPOs of 2021, is now turning into a profitable e-commerce leader in Asia. Despite the stock still trading below its issue price, the company has seen a fundamental turnaround in fundamentals - growing, profiting and expanding.
Everything is different again. Trump announced a postponement of the 50% tariff on the EU until July and stocks reacted positively today. I'm honestly getting used to the chaos, but it scares me that it could continue like this for the rest of the year.
Are you still surprised or have you got used to it?
The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .
What about you? Will you continue to invest in European stocks despite the current situation?
Cummins Inc.: A traditional engine maker with new energy - and strong growth potential
Goldman Sachs raised its recommendation to "buy" $CMI and the target price to $431, representing a potential upside of 36%. The reason? Strong performance from its Power Systems division, rising margins, broader demand for generators, and technological alignment with the future of the power...
Read more
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The question is whether this company can grow nicely in the long run, and besides, the performance is also quite weak.
LVMH | 1Q 2025: Challenges and opportunities in a time of global change
27 years of stable dividends in the wild world of energy
Shares of $BY6.F fell about 8% yesterday in response to the announcement of widespread discounts on electric vehicles. However, this strikes me as positive news and I would have expected more upside. I bought BYD shares recently and will be overbought if their price continues to fall.
What do you think of the discounts? Do you have $BY6.Fstock in your portfolio?
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I stay away from China and prefer to invest in the US or Europe.
Coupang: Amazon Korea with rising profits and global ambition
Coupang $CPNG, previously considered one of the failed IPOs of 2021, is now turning into a profitable e-commerce leader in Asia. Despite the stock still trading below its issue price, the company has seen a fundamental turnaround in fundamentals - growing, profiting and expanding.
Read more
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I'd rather invest in that $AMZN. I recently raised a position and the prospects are great.
Cisco | 3Q 2025: Exceeding expectations, AI boom and strategic investments
Everything is different again. Trump announced a postponement of the 50% tariff on the EU until July and stocks reacted positively today. I'm honestly getting used to the chaos, but it scares me that it could continue like this for the rest of the year.
Are you still surprised or have you got used to it?
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It doesn't surprise me anymore, but hopefully it was the last step. We'll see how it affects inflation, because it will make goods more expensive.
Target | 1Q 2026: Revenue decline, management changes and ambitions for a turnaround
The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
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It's a great company, but they may have a lot of problems at the moment and Trump is not making it easy for them.
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .
What about you? Will you continue to invest in European stocks despite the current situation?
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Since everything is different, I'm fine with that and we'll see how Trump deals with them.