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.
Affirm: Future market leader "Buy now, pay later
Adopting a customer-centric approach, Affirm is emerging as one of the most attractive players in the fast-growing buy-now, pay-later (BNPL) market. This model provides customers with credit for individual transactions, helping them avoid accumulating excessive debt. Affirm's unique approach, which includes a policy of not...
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They're getting pretty good now, but I don't like the business. It's kind of risky.
INTERESTING COMPANIES WITH INVESTMENT POTENTIAL
The mention of three real estate investment trusts (REITs) - Host Hotels & Resorts, Equinix and Prologis - is particularly interesting in the context of the current performance of the real estate sector, which is one of the worst performing sectors in the S&P 500. While the broader market is up 12% year-to-date, REITs are up just...
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I think Equinix is an interesting company. For a lower price one could definitely think about buying there :)
First Solar: Investment perspective and photovoltaics
First Solar $FSLR is a leader in solar panel manufacturing and providing complete solutions for photovoltaic power plants. What sets it apart from the competition is its innovative cadmium telluride (CdTe) thin-film technology, which offers higher energy efficiency and lower manufacturing costs compared to traditional...
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I take this company as a pretty good competitor for the $ENPH company I have in my portfolio. That's why I don't want to put another similar company in my portfolio. However, if I were to go back to my first purchase of $ENPH I would hesitate whether to buy it or $FSLR...their technology looks good. 😊
Hims & Hers Health : A fast-growing healthcare company
Hims & Hers Health $HIMS is an innovative player in telemedicine and health products. It offers consumers subscription-based services that provide easy access to prescriptions and other health and wellness products. Users can complete virtual visits with physicians of various specialties and obtain needed prescriptions...
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In terms of numbers jw it's a solid company. Looking at the chart, there's a big drop ahead. I don't dare to guess where it will go.
Lockheed Martin: Supplier to the defence and aerospace industry
Lockheed Martin $LMT is a leading global defense and aerospace contractor. The company is primarily focused on providing advanced defense systems, aerospace technology and other security solutions. Through its long-term contracts with the U.S. government and other allied countries, Lockheed Martin has stable and...
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I was thinking about adding it to my portfolio, but the price is currently quite high.
ServiceNow: Cloud solutions focused on automation
ServiceNow $NOW is a leading provider of cloud-based solutions focused on improving efficiency and productivity through workflow automation. The company focuses on integrating artificial intelligence (AI) into its products, strengthening its position in digital transformation and intelligent automation.
1. Decline and Subsequent...
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After the results, we could see a new peak. A super performance from a super interesting company. Continued rapid growth and low debt solidifies its position in the market.
If I had to choose, I guess $O is quality and safety for me