What do you think of Arm's IPO? The giants obviously believe in them and will invest. But how does retail see it?

When else would I buy shares of a stable company than today after disappointing quarterly results. I just bought shares of General Mills $GIS+1.7%, which analysts say is down on disappointing results and we are seeing a near bottom for this year. I'm not so skeptical though, adjusted earnings per share are above estimates and sales are $5.03 billion instead of $5.17 billion.

General Mills, Inc.

GIS

$67.32 $1.12 +1.69%

Capital Structure

Market Cap

38.0B

Enterpr. Val.

49.9B

Valuation

P/E

15.4

P/S

1.9

Dividends

Yield

3.5%

Payout

52.8%

Good morning, investors.

What do you expect after a wild weekend in Russia? Do you think the events will put pressure back on fuels, raw materials and other important commodities? For now, I've read that the riot has hit the ruble and Russian stocks pretty hard, but I'm more interested in the implications globally.

I'm starting to like this. Do you also hold shares of $PYPL-1.7%?

Investment firm KKR has agreed to buy a substantial portion, up to 40 billion euros ($43.71 billion), of PayPal's $PYPL-1.7% loans (BNPL) in Europe.

PayPal

PYPL

$63.51 -$1.08 -1.67%

Capital Structure

Market Cap

66.9B

Enterpr. Val.

67.4B

Valuation

P/E

16.5

P/S

2.2

Dividends

Yield

-

Payout

-

U.S. aircraft maker Boeing $BA-1.0% has slightly raised its annual forecasts for new transport aircraft deliveries for 20 years, thanks to strength in the narrow-body market driven by demand from low-cost carriers.

The Boeing Company

BA

$167.82 -$1.73 -1.02%

Capital Structure

Market Cap

102.4B

Enterpr. Val.

142.3B

Valuation

P/E

-45.9

P/S

1.3

Dividends

Yield

-

Payout

-0.2%

Hmm, would I reconsider my stance on Chinese Alibaba $BABA-0.9%?

Alibaba's CEO announced today that he is currently focusing on expanding the business in Europe. The words were even used as a top priority in connection with Europe.

Alibaba

BABA

$70.62 -$0.67 -0.94%

Capital Structure

Market Cap

184.2B

Enterpr. Val.

1.2T

Valuation

P/E

13.2

P/S

1.4

Dividends

Yield

0.2%

Payout

0.0%

Today, I have newly added British American Tobacco $BTI-0.4% to my portfolio. I'm playing my cards right now with the current valuation, a decent dividend, stability, and the replacement of the CEO with the very experienced Tadeo Marrocco.

British American Tobacco

BTI

$28.51 -$0.11 -0.38%

Capital Structure

Market Cap

63.5B

Enterpr. Val.

88.4B

Valuation

P/E

-3.5

P/S

1.0

Dividends

Yield

12.4%

Payout

-113.6%

Next week we will see the latest CPI and PPI inflation data. Are you expecting an improvement and some volatility in the week? Could any negative data set a stop to the growth frenzy?

I'm not really open to short trades like that, but I'll brag. Exactly a month ago, I bought a couple dozen shares of $U-3.5% for less than $25. As of today, thanks to Apple and the new partnership with Unity, the stock has strengthened and as of today I'm at over 40% appreciation in just a month.

Were you also able to buy and possibly sell some good stuff?

Unity Software Inc.

U

$24.43 -$0.88 -3.48%

Capital Structure

Market Cap

9.3B

Enterpr. Val.

10.5B

Valuation

P/E

-11.3

P/S

4.2

Dividends

Yield

-

Payout

-

Anyone have an update on why 3M was down again on the week? Any trial that I missed? How is the situation going anyway? Thanks for the info, as I can't track anything down anywhere and am thinking of buying when they are at $96.

3M

MMM

$91.30 -$0.01 -0.01%

Capital Structure

Market Cap

50.5B

Enterpr. Val.

61.4B

Valuation

P/E

-7.2

P/S

1.5

Dividends

Yield

6.6%

Payout

-47.3%

I don't know about you, but I'm going to close a position on Alphabet $GOOGL-1.8% today that I took at $91. It gave me +34% in the short term. I was originally planning on a longer term hold, but what is happening in the markets has nothing to do with healthy growth.

Alphabet Inc.

GOOGL

$154.86 -$2.87 -1.82%

Capital Structure

Market Cap

1.9T

Enterpr. Val.

1.9T

Valuation

P/E

26.7

P/S

6.3

Dividends

Yield

-

Payout

-

Which stock company do you think is the GOAT (Greatest Of All Time)? You don't have to consider just performance, it can be based on their numbers, products, needs or future potential.

Berkshire Hathaway

BRK-B

$400.26 -$3.00 -0.74%

Capital Structure

Market Cap

864.9B

Enterpr. Val.

955.2B

Valuation

P/E

9.0

P/S

2.4

Dividends

Yield

-

Payout

-

Lowe's $LOW-0.9% has cut its full-year sales and profit forecasts as demand for DIY goods and high inflation force consumers to curb discretionary spending.

Lowe's Companies, Inc.

LOW

$230.01 -$2.04 -0.88%

Capital Structure

Market Cap

131.6B

Enterpr. Val.

170.8B

Valuation

P/E

17.4

P/S

1.5

Dividends

Yield

1.9%

Payout

32.8%