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Does anyone here have $CSCO-0.1% in their portfolio?
Cisco
CSCOOpen $47.03
Day range $46.60 - $47.12
52 week range $45.56 - $58.19
I came across some interesting information about PayPal opening many new positions in Mexico. $PYPL+1.3%
PayPal is currently number one in online payments in Mexico.
Various sources predict very high growth of the e-commerce segment in Mexico over the next few years.
Interesting observation, after yesterday's Altria $MO+0.4% results:
Philip Morris sells more cigarettes in Indonesia than in the US (Altria).
It's one piece to the puzzle that shows how important emerging markets are in the cigarette business. In Indonesia, for example, almost 30% of the population over 15 years of age smoke.
https://x.com/tobaccoinsider/status… read more
$VOW3 is reaching the psychological threshold of €100. 🔴
We are slowly approaching covid price levels.
It is thus at 3 times forward PE, although at that level of debt this indicator can be misleading. EV/EBITDA 3.5. Thursday earnings!
Who's in? 😁
$VWAP.BR+0.3%, $VWA.BR+0.4%
I would like to share here a picture from Bloomberg Terminal that may be of interest to all $ENPH+0.9% investors.
… read moreITC Ltd reported results today. We are talking about an Indian company in which $BATS.+0.9%L/$BTI+1.3% has about 30% stake.
Q2 2024
The interesting numbers are from the fast moving consumer goods segment, which includes cigarettes. Cigarette sales are up 10.1% year-over-year. A different trend from the European one.
I would like to expand my horizons and ask you to share the scripts you use in TradingView. The scripts do not have to be created by you, just looking for inspiration.
… read moreI'd like to ask what the views are here on $TUI.L+0.7%.
This European travel company has been very popular among Czech investors lately.
On the one hand, they say the market is always right, but at the same time I really (like everyone else here) can't find a rationale for this steady decline. I think any minor catalyst would be enough to kick-start growth...
TUI AG
TUI.LOpen 577.00p
Day range 543.00p - 577.00p
52 week range 375.00p - 687.00p
$WPC+2.4% is down more than 7% today on news that the board has approved a plan to exit office assets within its portfolio.
This plan includes:
1) Spin-off into a separate publicly traded REIT, with 59 office properties to be transferred to Net Lease Office Properties (NLOP).
2) Sale of office assets: 87 office properties will remain owned by $WPC+2.4% and will be sold by January… read more
How do you currently view $ENPH+0.9%? I might be more interested in your view on any short-term moves - do we go any lower? Personally, I don't think we'll see too much growth here until the Fed pivot. Strong support should be at $110, now we just need to break the $119 level.
P/FCF: 19.59 and even the P/E ratio, which didn't look that attractive until recently, is now 31, which… read more
Last week, some of you may also have missed the news from the marijuana industry.
… read moreAltria($MO+0.4%) raises its dividend again after a year, increasing 4.3% to $0.98/share quarterly. At the current share price, that's a 9.1% yield.
Altria now has the highest dividend yield of any tobacco company (followed by $BTI+1.3% at 9%).
But this can also be viewed negatively. Some investors would welcome more debt reduction or buybacks. Personally, I am of the same opinion… read more
Well, here we go. $MPW+4.5% dividend cut! ⚠️
The dividend goes from the original $0.29 per share to $0.15. That's a drop of almost 50%. The dividend cut frees up some cash that can be used for things like debt reduction.
Personally, I see this as a necessary step. Yesterday was too late.
I don't have a clear answer here, but I probably trust Tesla the most.