🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence! Healthcare giant UnitedHealth Group $UNHis entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
I had $O and $VICIin my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
💻 Dell announced results, record orders and an interesting outlook! Dell Technologies$DELL proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Valuation: shares of $STX trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
Demand for storage will grow with the rise of AI, edge... Read more
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM, $ORC, $ARR and the like.
I like the dividend option. I believe that with enough capital you can live on dividends, but from what I know, you need at least 5 million or more to make a portfolio that will cover your monthly income. Thus, I don't put much into these companies yet. But someday I hope to end my investing life that way. 😄
I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
📅 This week's key events! After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a... Read more
🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence!
...Healthcare giant UnitedHealth Group $UNH is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
Read more
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It's an interesting situation, but I'd rather not have a big position in it.
Baidu | 1Q 2025: revenue growth, AI cloud strengthening and international robotaxi development
What do you think about REITs?
I had $O and $VICIin my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
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It may be fine for a stable portfolio, but I certainly won't be buying this stock.
A European colossus that rewards patient investors
💻 Dell announced results, record orders and an interesting outlook!
...Dell Technologies $DELL proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Read more
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I had previously considered buying $DELL or $HPQ, but ended up not buying anything.
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
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I wouldn't buy for the recommendation, but I'm interested in stocks like this, so thanks for the tip👍.
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM, $ORC, $ARR and the like.
Zobrazit další komentáře
I like the dividend option. I believe that with enough capital you can live on dividends, but from what I know, you need at least 5 million or more to make a portfolio that will cover your monthly income. Thus, I don't put much into these companies yet. But someday I hope to end my investing life that way. 😄
Home Depot | 1Q 2025: Sales Growth, New Stores, and Fiscal Year Outlook Confirmed
Are you still buying any big tech stocks?
I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
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It still looks cheap to me and I recently bought $NVDA and $PLTR.
📅 This week's key events!
After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday
Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a...
Read more
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The employment report will be important and there may be some interesting results this week.
Salesforce | 1Q 2026: Strong results, focus on AI and expanded partnership with Google