This week we report quarterly results from Broadcom $AVGO+2.0%, Dollar General Corporation $DG+0.1%, GameStop $GME+1.5% and C3.ai, Inc. $AI+3.5% of the more interesting companies for me. Do you have any expectations for their results?
Does anyone know on what basis Caterpillar $CAT+1.6% is losing almost 6% in premarket? The results don't look bad at first glance.
Caterpillar
CATI was just looking at what analysts expect from $PLTR+3.1% earnings. They are quite optimistic, saying the company should report quarterly earnings of $0.06 per share, up 500% year-over-year, and revenue of $555.02 million, up 16.1% from the same quarter last year. What do you think, will it work out as expected?
Palantir
PLTRDoes anyone have shares of NextEra Energy $NEE+1.4% in their portfolio? The price has been pretty hammered since the beginning of the year and after earnings it's starting to look good - Both revenue and net income are above estimates.
NextEra Energy
NEEInteresting news from Flash News - Disney could sell a controlling stake in its Indian Disney Star business, which it values at about $10 billion, instead of the previously considered piecemeal transactions. Reliance values those assets at $7 billion to $8 billion, some sources said. Do you hold shares of $DIS+1.5%?
Disney
DISFor a Palantir $PLTR+3.1% to recently announce a super collaboration with the government (the amount was around $250m), it's been pretty miserable these days. Does anyone know what's going on, see yesterday's 6% drop?
Palantir
PLTRWhat did you think of the Mety event where they talked about AI, metaverse, glasses and more? I was quite intrigued to hear that Meta's new generation of Ray-Ban smart glasses will start selling for $299. That doesn't sound bad for fans of these technologies here, or am I wrong?
Meta
METAAn article just jumped out at me about 3 Morgan Stanley $MS+1.8% picks. I wanted to ask if you know, follow or own any of the companies. They are Howmet Aerospace $HWM+2.9%, Thermo Fisher $TMO+4.9% and Zoetis Inc $ZTS+2.8%.
What do you think about the goings-on with Disney and Charter? I'm not totally into it, but I know it was moving the market and streaming companies on Friday. I didn't take the time to look up how much Disney $DIS+1.5% profits through Charter, and Charter pays Disney $2.2 billion a year in programming fees alone.
Disney
DISSalesforce $CRM+1.0% doubled its commitment to profit growth and raised its adjusted operating margin target to 30% for the current fiscal year. This is notable in that these figures were not expected until late 2024. Do you have CRM stock in your portfolio?
Salesforce
CRMToday we report the results of CrowdStrike Holdings $CRWD+3.6%. Anyone holding their stock? I think cybersecurity is an interesting sector, I would like to include stocks from this sector myself.
CrowdStrike
CRWDFoot Locker $FL+3.2% results are pretty poor, I really didn't expect this. In addition, the company has suspended dividend payments, ostensibly to allow more flexibility for strategic investments. What do you think? Is FL in trouble or is this a buying opportunity?
Hey, investors. How do you see this week with Nvidia $NVDA+3.6%. Will the AI and tech rally extend or will we crash and get our feet on the ground? Expectations are high, so I expect an equally big move if met, but also disappointment with the results.
Nvidia
NVDADo you have StoneCo $STNE+3.3% in your portfolio? I see their numbers are growing rapidly, results are quarter after quarter, year after year better and better and yet the stock price seems to be down and the company still has room to move.
What are your thoughts on this company?
StoneCo Ltd.
STNEDoes it ever happen to you that you have a company in your sights, it underperforms, some bad news comes out and the share price doesn't budge? 🤐 I do in the case of Boeing $BA-0.8%, which I would love to have in my portfolio but the bad environment and conditions apparently don't bother them at all.
For me it's quite interesting that $GME+1.5%is holding up somehow, depending on their history and overall the business with games is different nowadays.