Amazon $AMZNtapped the U.S. bond market for $37 billion and, together with a planned euro issuance, the total could approach $50 billion. That makes it one of the largest corporate debt offerings in history, moreover without being driven by any major acquisition.
I'm thinking of expanding my portfolio with a stock from the healthcare sector. It seems like a relatively stable industry that becomes more important year by year. At the same time, this company's valuation doesn't look overly stretched. I haven't studied Novartis in detail yet, so I'd appreciate any opinions. I would also welcome... Read more
I mostly had $CVS from that sector, which I bought after the big drops in 2024. It was still possible to get in at the start of 2025. The problem is that I don't think there's much potential left there now, so I sold the shares. In any case, I don't plan to include Novartis in my portfolio. On the other hand, United Health $UNH could be higher in a few years compared with today's prices.
Even from the perspective of stock performance, it’s been visible quite clearly since 2022, when the situation started to shift. $UBER has even managed to outperform Tesla’s shares $TSLA over the past four years. And quite significantly. The ratio is 62% for Uber vs. 31.4% for Tesla.
Which stocks are you planning to buy or sell this week?
I will add to $SOFI again today, and if the dip continues, I will keep buying. I’m also watching $AMD, which I’d like to buy around $180, which seems quite realistic given the current sentiment.
Novo Nordisk – an update after the drop and one costly lesson in discipline
Ten days ago I wrote here about my largest position in my portfolio – Novo Nordisk $NVO. At that time the stock reacted with a sharp drop to news from clinical trials, and I wrote that I was prepared to endure that volatility because I believe in the company’s long-term growth potential. Since then the... Read more
Thanks so much for sharing this experience. I think it will help a lot of investors.
I struggled with this at the beginning of trading and investing too, and I made a lot of mistakes. I got carried away and FOMO took over. But it's important to recognize it and try not to repeat those mistakes. From personal experience I know it doesn't always work out 100% of the time.
Anyway, I have shares of $NVO in my portfolio and I plan to hold them long term. After the recent drop I also bought more.
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The 3 Most Indebted Companies in the S&P 500
Amazon $AMZN tapped the U.S. bond market for $37 billion and, together with a planned euro issuance, the total could approach $50 billion. That makes it one of the largest corporate debt offerings in history, moreover without being driven by any major acquisition.
...Read more
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Another great strategic move that will bring Amazon a lot of money. I'm a bit surprised the shares aren't reacting to it at all.
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We just launched Fair Price Index — an institutional-grade stock valuation tool covering 37,000+ stocks worldwide.
Three independent models (DCF, relative valuation, analyst consensus) converge into one fair price signal. Updated daily.
See how the biggest names stack up right now:
• AAPL trades 35% above fair value
• TSLA trades 48% above fair value
• MSFT trades 23% above fair...
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When a founder sells: How Thiel’s move reshapes the Palantir stock debate
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Is anyone here investing in shares of $NVS?
I'm thinking of expanding my portfolio with a stock from the healthcare sector. It seems like a relatively stable industry that becomes more important year by year. At the same time, this company's valuation doesn't look overly stretched. I haven't studied Novartis in detail yet, so I'd appreciate any opinions. I would also welcome...
Read more
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I mostly had $CVS from that sector, which I bought after the big drops in 2024. It was still possible to get in at the start of 2025. The problem is that I don't think there's much potential left there now, so I sold the shares. In any case, I don't plan to include Novartis in my portfolio. On the other hand, United Health $UNH could be higher in a few years compared with today's prices.
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Top 10 S&P 500 Stocks Delivering the Biggest Gains This Year
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Interesting turnaround: just a few years ago $UBER was burning massive amounts of cash and $TSLA had huge margins.
Today the situation is different – Uber is gradually increasing its operating profit and has even overtaken Tesla on the chart.
An example of how quickly a business model can turn around. 🚗📈
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Even from the perspective of stock performance, it’s been visible quite clearly since 2022, when the situation started to shift. $UBER has even managed to outperform Tesla’s shares $TSLA over the past four years. And quite significantly. The ratio is 62% for Uber vs. 31.4% for Tesla.
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A 9% dividend and a deep discount: what investors are really being paid to accept
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Israel struck several refineries and fuel storage tanks in Tehran. The consequences could be far worse than the bombing itself.
Oil prices jumped another nearly 15% overnight. Over the past week, oil prices have risen by 45%.
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This doesn't look good at all, and it would be nice if some positive news came through.
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Oil Surges Again: What Happened to Markets During the Oil Shocks of 2008 and 2022
Which stocks are you planning to buy or sell this week?
I will add to $SOFI again today, and if the dip continues, I will keep buying. I’m also watching $AMD, which I’d like to buy around $180, which seems quite realistic given the current sentiment.
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Right now nothing — my regular monthly buy has already happened, and it would need to fall a bit further for my hand to twitch and hit buy again 😄
🗓️Key events on the markets this week!
This week brings European industrial earnings and very important US macro data.
💻 Monday
Results after the close:
Hewlett Packard Enterprise $HPE – report for the enterprise infrastructure segment.
🚗 Tuesday
Results before the open:
NIO $NIO – the Chinese electric vehicle manufacturer will provide further insight into the dynamics of the local EV...
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I'd also like to add that US exchanges are open from 14:30 to 21:00 until March 27 due to the time change.
Be honest—who held on and who didn’t with shares $MMM?
In 2023 many investors were writing the company off. The shares fell by tens of percent and traded just above $70.
Today the situation is completely different and the shares are worth more than twice as much as three years ago.
What happened, how did the court cases unfold, and how did the company get out of the worst of it?
...Read more
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The company has already weathered the worst, which is good. $MMM is simply a value stock and is probably a suitable choice for conservative investors.
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$2.2B in orders: a solar “turnaround” setup that depends on margin execution
Novo Nordisk – an update after the drop and one costly lesson in discipline
Ten days ago I wrote here about my largest position in my portfolio – Novo Nordisk $NVO. At that time the stock reacted with a sharp drop to news from clinical trials, and I wrote that I was prepared to endure that volatility because I believe in the company’s long-term growth potential. Since then the...
Read more
Zobrazit další komentáře
Thanks so much for sharing this experience. I think it will help a lot of investors.
I struggled with this at the beginning of trading and investing too, and I made a lot of mistakes. I got carried away and FOMO took over. But it's important to recognize it and try not to repeat those mistakes. From personal experience I know it doesn't always work out 100% of the time.
Anyway, I have shares of $NVO in my portfolio and I plan to hold them long term. After the recent drop I also bought more.