Fidelity National Information Services $FIS has been below the investment radar despite offering a combination of recurring returns, low exposure to consumer fluctuations and an interesting valuation. Although the stock is down more than 7% since the start of 2025, analysts like Dan Kupferberg view FIS as a promising candidate for an earnings season rebound.
Charter Communications shares $CHTR, one of the largest cable and broadband internet providers in the US, have risen 25% over the past year. But analysts believe the rally isn't over yet - according to KeyBanc Capital Markets, the stock still has room for another 39% growth.
I've had $VZ stock in my portfolio for a while now and the growth isn't great. The only reason I still hold this stock is the high dividend.
In an uncertain macroeconomic environment, as markets react to the risk of recession, higher tariffs and inflationary pressures, comes Charles Schwab $SCHW as a stable player with an attractive combination of defensive and upside potential. Morgan Stanley has responded by raising its recommendation to "overweight," which implies an above-average expected return relative to the...
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It's a great stock for diversification, but the valuation is pretty high right now, so I'd rather wait for a better price.
👀 The PX-TR Index gained +20% during the first quarter. How did the individual titles in its base perform during this period?
Do you have any of the stocks in your portfolio?
VeriSign: The stealth winner in Buffett's portfolio
VeriSign stock $VRSN are up more than 21% this year, making it Berkshire Hathaway's best-performing U.S. investment. With growth of more than 32% over the past 12 months, the firm is showing that its stable business model, high margins and removal of regulatory risk are delivering attractive returns to investors.
A stable...
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It's probably not that interesting to me, but Buffett has clearly succeeded in this investment and it's very likely that the stock will continue to rise for some time.
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
Energy Transfer's key growth drivers:
Strong...
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As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHRfocused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
Why is Archer Aviation stock rocketing?
Aircraft eVTOL technology
-...
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The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
Tapestry, Inc. (TPR): luxury retail player with growing potential
Tapestry, Inc. $TPR is an American luxury fashion and accessories retailer that owns Coach, Kate Spade and Stuart Weitzman. The company has been successfully adapting to market changes and has seen its stock rise more than 20% in 2025, hitting an all-time high in February on the back of strong quarterly results.
De...
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I only have $MC.PA too. The company is not doing well and the growth is weak, so I sold part of the position already.
Uber: an undervalued 'free cash flow machine' with potential in autonomous vehicles?
Uber $UBER has struggled for a long time, but its financial results have been growing significantly in recent years. As a result, it's attracted the attention of billionaire investors like Bill Ackman and David Tepper, who see an undervalued opportunity in the stock.
1. Rocketing free cash flow ...
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The stock is still undervalued in my opinion. The company has huge potential and the stock has a lot of room to grow, which is why I overbought last week.
Merck (MRK): a combination of innovation, growth potential and stable dividends
Merck $MRK continues to be a strong player in the pharmaceutical industry, despite the impending loss of patent protection on its flagship product Keytruda in 2028. Its innovation, portfolio expansion and stable dividend policy make it an attractive investment for long-term investors.
Keytruda: A...
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I'm not really into these drug companies. That's not to say that this or any other company is bad, on the contrary. Probably the closest I've come to investing in $CVS.
Since the launch of Doosan Škoda Power's IPO, we have received several inquiries about investing in this IPO. In this short video, Přemek Papp explains in detail how to do it.
https://www.youtube.com/watch?v=l6hW_D2JqtEDoosan Škoda Power, a leading manufacturer of power equipment and turbines and provider of engineering solutions, has announced its intention to list on the Prime Market of the Prague Stock Exchange. The offer is to include a maximum of one third of the company's shares and the company intends to use the funds raised to strengthen its capabilities and competitiveness.
Garmin: Summary of 2024 results and outlook for 2025
2024 was a very successfulyear for Garmin $GRMN, with revenue growth of 19% and improved operating profitability to 24% (from 20% in 2023). The company particularly benefited from the strengthening of its fitness, outdoor and marine segments, underlining the successful transformation of its portfolio.
Key success factors
1. Po...
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Great company, I quite like the business and the fundamentals look very good too. It's just that the valuation is unfortunately high right now.
$KOFOL.PR has crossed the 400 CZK mark today. In 1 year, that's an increase of over 44%, a very nice gain in my portfolio. Are we expecting a gradual rise in the share price this year? Will we see more acquisitions?
For me, management is running the company well, the moves make sense to me. This year, the headquarters should move to the Dolní Vítkovice area. I remain positive...
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I would never buy shares of $KOFOL.PR. The performance is lousy and there are much better opportunities to be found.
Cloudflare (NET): attractive, but with caution
Cloudflare $NET is a key player in Content Delivery Networks (CDN) and Internet security. The company maintains its position in the market with innovative services and an extensive network of data centers that improve performance and reduce latency. Still, the stock's current valuation requires careful analysis.
Cloudflare's...
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I agree that the pricing is really high right now. But I perceive quite a lot of risk with the company and I don't like some things, so I won't be buying.
Interesting company, but I'd rather wait for the results as the stock could still fall to a better price.