Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Valuation: shares of $STX1.2% trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
Demand for storage will grow with the rise of AI, edge... Read more
💻 Dell announced results, record orders and an interesting outlook! Dell Technologies$DELL2.1% proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
I had $O-0.5% and $VICI-0.3%in my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.
What do you think of the results? Anyone... Read more
🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence! Healthcare giant UnitedHealth Group $UNH1.8%is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM2.5%, $ORC0.7%, $ARR0.2% and the like.
I'm still buying $AMZN0.5% and $META1.3%, and last month I significantly increased my position in $GOOG0.8%. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
📅 This week's key events! After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a... Read more
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
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I wouldn't buy for the recommendation, but I'm interested in stocks like this, so thanks for the tip👍.
💻 Dell announced results, record orders and an interesting outlook!
Dell Technologies $DELL2.1% proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Dell
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I had previously considered buying $DELL2.1% or $HPQ0.6%, but ended up not buying anything.
What do you think about REITs?
I had $O-0.5% and $VICI-0.3%in my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
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It may be fine for a stable portfolio, but I certainly won't be buying this stock.
Lowe's | 1Q 2025: stable results, customer focus and digital transformation despite revenue decline
CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.
What do you think of the results? Anyone...
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The results were good, but the valuation is right high, so I won't be buying.
🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence!
Healthcare giant UnitedHealth Group $UNH1.8% is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
UnitedHealth
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The reaction was an overreaction and it just creates an interesting opportunity to establish a position.
Baidu | 1Q 2025: revenue growth, AI cloud strengthening and international robotaxi development
A European colossus that rewards patient investors
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM2.5%, $ORC0.7%, $ARR0.2% and the like.
ARMOUR Residential REIT, Inc.
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I have only $KOMB.PR-0.5% and $CEZ.PR-1.0% left in my portfolio.
Home Depot | 1Q 2025: Sales Growth, New Stores, and Fiscal Year Outlook Confirmed
Are you still buying any big tech stocks?
I'm still buying $AMZN0.5% and $META1.3%, and last month I significantly increased my position in $GOOG0.8%. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
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It still looks cheap to me and I recently bought $NVDA0.2% and $PLTR-1.4%.
📅 This week's key events!
After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday
Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a...
Read more
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The employment report will be important and there may be some interesting results this week.
Salesforce | 1Q 2026: Strong results, focus on AI and expanded partnership with Google