Carvana: Morgan Stanley analysts upgrade rating to "Buy", stock rises
Carvana $CVNA0.2% , a pioneer in online used car sales, saw its stock price rise after Morgan Stanley raised its rating to "Buy" and target price to $280.
Strong improvement in financial performance:
Ebitda rose to $1.4 billion from $339 million
Expected Ebitda for 2025: $1.9 billion
Shares up nearly 450% year...
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CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
Contrac...
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I'm sure it can be a good opportunity, but I stay away from it and never invest in an IPO and just watch it.
NuScale Power: A risky but promising bet on the future of nuclear power
NuScale Power $SMR-7.1% is a start-up focused on small modular nuclear reactors . It is a highly speculative investment as the company is still in a loss-making phase and is yet to see the first commercial deployment of its technology. But if NuScale succeeds, it could become a pioneer in modern nuclear power.
Wh...
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It's certainly an interesting business and there's been a lot of talk about it lately, but I'll wait to invest.
The year 2024 was the most successful year for the KARO Group in terms of results. We caught up with the Group's Chief Financial Officer, Jakub Hemerka, for a brief commentary on the recently announced results.
https://www.youtube.com/watch?v=EfZsOCvVFNICummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI-3.0%, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
Better-than-expected Q4 results:
Potential for margin...
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I'm investing more in technology stocks right now, but if the price drops a few more percent, it could be an interesting opportunity.
UPS: A long-term opportunity in the market's disfavour?
United Parcel Service shares $UPS-1.2% have weakened 20% over the past year and are trading near a 52-week low. Yet the company is undergoing strategic changes that could ensure its long-term growth.
1. Attractive valuation and record dividend yield
-$UPS-1.2% is trading below its five-year averages in key valuation metrics.
- The...
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The price may be low, but the stock is not rising at all. I'd rather focus on $FDX-0.9% or $AMZN-4.3%.
Dividend stock to buy: Waste Management
Waste Management $WM-0.5% is one of the most reliable dividend stocks due to its stability and recession-resistance. As the largest provider of waste management services in North America, it benefits from high barriers to entry for competitors and continued demand for its services.
Why invest in Waste Management?
A resilient business model
-...
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I have a stock in my portfolio. I wouldn't buy now, but it's a solid company and I expect it to do well in the future.
The shares of Doosan Škoda Power gained +18.33% on the first trading day yesterday and are receiving a positive response from investors. Today the stock is gaining another 4.23%. How do the issue managers Miloš Čebík and Radek Musil view the transaction? Listen to the interview.
https://www.youtube.com/watch?v=YvRd40HvVbUThe results of Moneta Money bank $MONET.PR-0.1% exceeded expectations on virtually all fronts. We asked the company's CFO, Jan Frick, for a more in-depth commentary on today's results.
https://www.youtube.com/watch?v=XQr2qbgXCLkDoosan Škoda Power is going to the Prague Stock Exchange. We called Daniel Procházka, CEO, to tell us more about their plan.
https://www.youtube.com/watch?v=3QhP4_hYe4wMarvell Technology: summary and investment perspective
Marvell Technology $MRVL-4.3% ranks among the semiconductor sector's biggest stars thanks to its 83% stock growth in 2024. A major factor in this success is its burgeoning artificial intelligence (AI) chip business, which includes making ASIC chips for cloud giants. Key customers include Amazon, which has entered into a five-year...
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Great post and I agree, I like the company too and have it on my watchlist and will see how the price goes, for now I'm waiting and if it goes below $100 I would start thinking about joining.
W.P. Carey: Long-term potential after a strategic reset
W.P. Carey $WPC0.4% (REIT) underwent a major transformation in 2024 that included an exit from the office sector. While painful in the short term, this decision promises to have a positive impact on financial stability and growth in the long term.
Key changes and opportunities
1. Exit from the office sector
- The sale of office...
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Gilead Sciences: renewed growth story after years of stagnation
Company shares Gilead Sciences $GILD0.6% have risen by 44 %indicating a significant turnaround after years of stagnation. This growth trend is supported by new opportunities in innovative drugs and potential entry into the obesity market.
Key growth drivers for $GILD0.6%
1. Innovative medicines
- Lenacapavir: A promising HIV...
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Kofola $KOFOL.PR-0.4% has completed the acquisition of a majority stake in Zubr, Holba and Litovel breweries. What share of the group's sales does Kofola's management expect from this new segment?
Full interview with the group's CFO ⤵️
ServiceNow: Leader in AI through rapid growth and expansion of agent-based AI
ServiceNow $NOW-3.6% has established itself as a major player in artificial intelligence (AI) software and its solutions Now Assist AI has become the company's fastest-growing product ever. With the growth of the shift to agent-based AI, the company is focusing on new ways to automate and streamline work...
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For some diversification in your portfolio, this could be great. I'm thinking of having the AI sector more represented in my portfolio, so this is one possibility.
A growth stock it may be, and now the stock is rising, but for me it's more speculation.