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Nikolas Gabriels
Analysts at Berenberg have raised their estimates for the global obesity market to $150 billion by 2035, up from $125 billion previously. This revision is the result of positive data on co-morbidities and advances in competing studies. Berenberg recommends buying shares of $LLY-2.0% and Zealand Pharma, while he recommends holding on to shares of $NVO-0.9%.
What are your...
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This sector currently has great potential. However, shares in this sector are already quite expensive. I bought $NVO-0.9% and I don't regret it.
Shein is committed to investing in the UK and Europe ahead of a potential IPO.
Fast-fashion retailer Shein said it will invest 250 million euros ($271 million) over five years in the U.K. and Europe as the company battles criticism of its model based on shipping cheap clothes and accessories from factories in China directly to customers around the world.
Will this IPO interest...
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I certainly won't include their stock in my portfolio, but I'm very interested in the IPO😁
This week we report quarterly results from Broadcom $AVGO+1.6%, Dollar General Corporation $DG-0.2%, GameStop $GME+0.8% and C3.ai, Inc. $AI+3.3% of the more interesting companies for me. Do you have any expectations for their results?
![AVGO](https://media.bulios.com/media/ticker/7592df3b-0f22-4854-af60-e7ce2fc33a05.png)
Broadcom
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For me it's quite interesting that $GME+0.8%is holding up somehow, depending on their history and overall the business with games is different nowadays.
Does anyone know on what basis Caterpillar $CAT+1.8% is losing almost 6% in premarket? The results don't look bad at first glance.
![CAT](https://media.bulios.com/media/ticker/2853064f-59a8-4c6d-af51-dc27f544d40c.png)
Caterpillar
CATI was just looking at what analysts expect from $PLTR+2.1% 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?
![PLTR](https://media.bulios.com/media/ticker/b95d7786-3eda-4adb-9a46-b479b625b139.png)
Palantir
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It will certainly be an important quarter for stocks. The move will determine where the $PLTR+2.1% cell shifts. It may move back to $20 or it may move closer to $10. I wouldn't presume to estimate the move.
Does anyone have shares of NextEra Energy $NEE+1.1% 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.
![NEE](https://media.bulios.com/media/ticker/74972022-7ef6-4c96-8cdb-b455170c029b.png)
NextEra Energy
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Apart from the obvious numbers, I don't know much about the company yet, but I want to look into it more. Just the fact that many countries want to focus more on solar now, and maybe the EU has quotas for it, seems to me a good opportunity for the growth of the solar company
Interesting 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+0.8%?
![DIS](https://media.bulios.com/media/ticker/2b41f412-1d75-400f-b295-187ec0504653.png)
Disney
DISFor a Palantir $PLTR+2.1% 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?
![PLTR](https://media.bulios.com/media/ticker/b95d7786-3eda-4adb-9a46-b479b625b139.png)
Palantir
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I would say that Palantir is just about breaking away from the government and starting to make money elsewhere.
What 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](https://media.bulios.com/media/ticker/c393aeb6-47f3-4839-9533-2f0a49a4d3a2.png)
Meta
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I haven't looked at it much yet, but I've seen some pictures and read some comments and the glasses look great and the price is great too.
An article just jumped out at me about 3 Morgan Stanley $MS+0.6% picks. I wanted to ask if you know, follow or own any of the companies. They are Howmet Aerospace $HWM+0.4%, Thermo Fisher $TMO+2.1% and Zoetis Inc $ZTS-0.5%.
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+0.8% profits through Charter, and Charter pays Disney $2.2 billion a year in programming fees alone.
![DIS](https://media.bulios.com/media/ticker/2b41f412-1d75-400f-b295-187ec0504653.png)
Disney
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I'm not even that bothered. I'm holding the stock and may buy a little more. I believe. the stock will start to rise, but probably not so soon :)
Salesforce $CRM+2.4% 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?
![CRM](https://media.bulios.com/media/ticker/5e54f18e-ff34-48b4-9d44-989b23fa4f9a.png)
Salesforce
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I don't have shares of this company, but I'm adding it to my watchlist. Thanks for the tip.
Today we report the results of CrowdStrike Holdings $CRWD+0.8%. Anyone holding their stock? I think cybersecurity is an interesting sector, I would like to include stocks from this sector myself.
![CRWD](https://media.bulios.com/media/ticker/b91eff42-d614-4d86-9fa6-e5e3e8799eb3.jpeg)
CrowdStrike
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I don't hold the stock, but I'll definitely be watching. It might already be moving out of this sideways trend.
The results are fine. I used to think about $JNJ+0.6% stock, but it's too old a company for me and doesn't have that much potential anymore.