Shares of American Express $AXP-0.3% are down 29% since the beginning of the year, which at first glance looks dramatic. But as is often true in the markets: it's times like these that long-term opportunity can lurk. For AXP remains a company with a strong brand, a loyal customer base, and stable revenues that are less recession-sensitive than those of its competitors.
Amdocs (DOX): stable software player with growth potential
Amdocs $DOX0.5% which provides software solutions for telecom and media companies, has caught analyst attention for its low volatility and steady growth. Its stock is up nearly 7% this year, despite a 6% decline in the S&P 500.
Steady growth and low earnings volatility:
10-year EBITDA growth variability of only 5% - very...
Read more
I find $ORCL-0.2% much more interesting, which is quite cheap now and I'm wondering if I should start a position.
Iren (IREN): The cheapest publicly traded bitcoin miner?
Iren $IREN-2.5% specializing in mining bitcoins using renewable energy, has come under the spotlight thanks to a ratings upgrade from JPMorgan. Analysts have praised its low operating costs and efficiency, calling the stock too harshly punished since the start of the year, which they say represents an attractive entry point.
Thi...
Read more
That rating looks interesting. The stock was overvalued and the stock is now undervalued. I already have a few shares and will buy more this week.
Nebius Group: a hidden technology player with huge potential?
Nebius Group $NBIS-4.7% is a fast-growing technology company that emerged as a result of the restructuring of Russian tech giant Yandex. After selling its Russian assets and subsequently listing on Nasdaq in October 2024, the company has focused on cloud infrastructure and artificial intelligence (AI).
Given its strong...
Read more
I don't really like these "small" companies, so I would buy cheap $AMZN-1.6% or $GOOG-0.7% right now.
Gevorkyan announces continued acquisitions in Europe, which the company expects to have a positive effect of increasing revenues by EUR 12-14 million per year.
Upstart (UPST): a revolution in AI-assisted lending, but at what cost?
Upstart $UPST-2.8% experienced impressive growth in 2024 - revenue grew 56%, leading to 200% stock growth. Its AI enables more accurate credit scores, setting it apart from traditional banks. It is expected to turn a profit for the first time in 2025, but the question remains whether the current share price is...
Read more
I also have the aforementioned $SOFI-5.7% in my portfolio, and I've been overbought now during the downturn.
Comcast: a cheap stock with steady flows, but before restructuring?
Comcast $CMCSA0.8% is one of the cheapest-valued stocks in the S&P 500, even though it generates steady cash flows. The main problem is stagnation in the broadband segment and growing pressure to break up the company.
1. Extremely low valuation
-Shares of $CMCSA0.8% are trading at just eight times earnings, lower than...
Read more
I'd rather invest in $T1.4%, but I still don't find this sector very interesting and don't invest in these companies.
Lucid: A risky bet with high potential?
American luxury electric car manufacturer Lucid Group $LCID-1.9% continues to face uncertainty about its growth and profitability. Still, Benchmark analyst Mickey Legg has come up with a target price of $5, implying a potential upside of nearly 90% from the current $2.69.
Strong support from Saudi Arabia
-Saudi Arabia owns nearly 60% of $LCID-1.9% an...
Read more
A lot depends on whether they can get it right and that efficiency will be better. I think it's a big risk.
Trading in the issue of DOOSAN ŠKODA POWER shares (ISIN CZ1008000310) has commenced today on the Prime Market of the Prague Stock Exchange.
Bill.com (BILL): Strong growth prospects due to improving conditions
Bill.com Holdings, Inc. $BILL-1.8% is a payments fintech company that simplifies financial operations for small and medium-sized businesses. The company has performed very well recently, as evidenced by its 28% stock growth over the past year, and its performance is expected to strengthen further in 2025 due to...
Read more
At first glance, the almost invisible innovation will change the way trades are settled, increase security and open up new opportunities, such as easier issuance of employee shares or the use of crowdfunding platforms for equity and bond issues.
Rumble (RUM): impressive growth in 2024 and outlook for 2025
The year 2024 was an extremely successfulone for video streaming platform Rumble $RUM-1.9%, with a 189.8% increase in share price. This growth was driven by strategic partnerships, political events, and investments in cryptocurrencies. However, the company is now facing new challenges that threaten its ability to maintain...
Read more
The growth is quite nice, but I don't own the stock and won't be buying it. However, in its sector, it's probably a company with a slightly different and interesting business.
AES Corporation: growth opportunity in the energy sector
AES Corporation $AES-3.7% represents one of the attractive investment opportunities in the energy sector, particularly due to its focus on power generation and distribution and its strong growth potential in renewable energy.
Key growth drivers
1. Attractive valuation
- $AES has a very low forward price-to-earnings (P/E) ratioo...
Read more
The view isn't bad, but it's probably not for me and it doesn't fit my portfolio.
Booz Allen Hamilton (BAH): stability and growth in government services
Booz Allen Hamilton $BAH0.6%, a leading provider of consulting services to government, continues to strengthen its position in key markets. By focusing on advanced technologies such as cybersecurity and artificial intelligence, it remains a leader in defense, intelligence and civil services.
Key growth drivers
1. ...
Read more
Very interesting business/entrepreneurship, but I don't like the chart very much😂
Amgen and its MariTide programme: Is the stock drop worth the buying opportunity?
Amgen $AMGN0.8% recently disclosed the results of its obesity treatment candidate MariTide, which has completed Phase II clinical trials. Although the stock responded with a drop of more than 12%, it closed the day with only a 4.7% decline. The market viewed the results as less promising compared to...
Read more
Overall, the industry has a lot of potential right now. I'm probably most interested in $NVO1.9% so far and the stock is pretty down right now, so I'm thinking about buying.
I've had $MA1.3% in my portfolio for quite a while now and I'm happy. The $AXP-0.3% looks good too and it's currently very cheap.