UPS: A long-term opportunity in the market's disfavour?
United Parcel Service shares $UPS have weakened 20% over the past year and are trading near a 52-week low. Yet the company is undergoing strategic changes that could ensure its long-term growth.
1. Attractive valuation and record dividend yield
-$UPS is trading below its five-year averages in key valuation metrics.
- The...
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Dividend stock to buy: Waste Management
Waste Management $WM 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 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 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 $WPC (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 $GILD 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 $GILD
1. Innovative medicines
- Lenacapavir: A promising HIV...
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Kofola $KOFOL.PR 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 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.
Energy Transfer: the ideal stock to take advantage of falling interest rates
Energy Transfer $ET, which specializes in medium-term energy services, is the "ideal stock" in his portfolio , according to Kenny Polcari. Polcari particularly appreciates the company's strong position in the industry and its attractive dividend yield of 7.99%. The company has seen a 17.4% increase in...
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Expedia Group: opportunity for growth supported by potential acquisition by Uber
Current stock status and development
Expedia Group, Inc $EXPE, a leading player in the online travel market, is facing a challenging period but is showing signs of a turnaround under the leadership of new CEO Ariane Gorin. The company's current stock price is $150.84, down 0.24%. Recently, there...
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Quite an interesting business, but the price is probably too high now, so it's probably too late to open a position.
Fio banka equity analyst Karel Nedved issues a new analysis on Erste Group Bank AG $EBO.DE, which he comments on in a short interview. What makes Erste unique?
Full commentary below ⬇️
Do you have Erste shares in your portfolio?
ConocoPhillips and Talos Energy: investment opportunities in the oil sector
ConocoPhillips (COP)
ConocoPhillips $COP is one of the largest independent oil and gas companies in the world. The company focuses on the exploration, production and distribution of oil and natural gas worldwide. ConocoPhillips $COP has an extensive portfolio of activities including operations in North...
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Eaton's stock rises on AI and data centres
Eaton Corporation plc has seen its shares rise sharply in recent days, driven by the continued expansion of artificial intelligence (AI)-powered computing and a positive assessment from analysts. This growth is supported by the expansion of data centers by global tech giants such as Amazon, Microsoft, Alphabet, and Meta, which are...
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The stock is rising quite steadily and exponentially right now, which is great, but I'll wait to buy until the share price drops significantly.
The price may be low, but the stock is not rising at all. I'd rather focus on $FDX or $AMZN.