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Symbotic Inc.: Warehouse Automation as an Investment Opportunity
Symbotic Inc. $SYM+0.7% is a company focused on developing automated robots for pallet and case handling in warehouses. The investment in one module of the company, comprising robots and software.
Financial Performance and Growth
Rapid Revenue Growth: $SYM'+0.7%s revenue grew 136% in 2022 and 98% in 2023 to $1.18...
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It's too early for me here. Even so, it may not be bad in the long run. Personally, I would just wait a while.
📈 💻AMD vs Intel and new competition!
Advanced Micro Devices $AMD-0.5% is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this...
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I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.
So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.
Shares of $PINK.PR are up more than 19% today after the pill company announced that it has reached an agreement with TCF Capital's Growth Expert s.r.o. to provide up to CZK 80 million in loans to pharmacies. I don't own shares in...
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I don't have them either, and I've never thought about them. I think the chart says it all...
Dexcom: Prospective investments in the healthcare sector
Dexcom, Inc. $DXCM-2.1%, a well-known manufacturer of continuous glucose monitoring (CGM) devices, is gaining analyst attention for its growth potential despite recent challenges in the market. Analysts at BTIG, including Marie Thibault, view the current situation as a favorable entry point for investors.
Growing Patient...
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Perfect find! As of the end of 2022, the company is hovering above the market consensus on earnings and their numbers are still rising. The outlook is for this to continue to hold through at least 2027. Absolutely brilliant. Even debt and margins, which are rising. The company is a bit more expensive now, but it could maybe start paying a dividend :)
Okta: Prospective Investments in Cybersecurity
Okta, Inc. $OKTA+1.0%a leading player in the cybersecurity space, is once again in the spotlight thanks to positive growth prospects and stabilization after recent challenges. Analyst Gray Powell of BTIG estimates that Okta has approximately 33% upside potential at a target price of $128.
Reasons for Optimism
Improved Execution:$OKTA...
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For a young company, it's not doing badly. So far it looks like it was a covid boom and now investors have sobered up. So the stock is slowly climbing higher.
I bought shares of $OTIS-0.9%a few months ago . Otis is the world's leading manufacturer of elevators and escalators. It's a more expensive stock, and it's certainly not cheap, but I can see the potential.
Doesanyone also have shares of $OTIS-0.9%?
Otis
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The purchase a few months ago is certainly at a very good price and the position will now be in the black. Nice company. Debt OK, dividend, growth on the horizon.
🗓️Klíčové events of the coming week!
Earnings season starts again this week and as usual the biggest banking houses in the USA along with PepsiCo. Here is a summary of the interesting events that are coming up and that may influence the markets.
👨⚖️Tuesday: Chairman Fed Chairman Jerome Powell will be speaking before Congress on the state of the economy and monetary policy. Key...
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Again a great summary and opinion on the banks, I think they will be good numbers too, after all they are benefiting from ever higher rates. I hold $JPM+0.3% long term and am very happy, I have nice numbers there and will continue to hold, I don't expect a drop.
Hello investors, what do you think of $TSLA'-2.3%s ride this week as it erased a full year of losses?
Tesla
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But this one got away, it was here a while ago and another quarter is already over :) Definitely the end of the week - banks.
🚗 Chinese company BYD strengthens its position in Thailand!
BYD $BY6.F-0.8% is a Chinese company that has become a world leader in innovation and technology. The company specializes in electric vehicles, batteries and renewable energy solutions. With its pioneering approach and continuous technology development, BYD has become one of the largest electric vehicle manufacturers...
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I avoid China. I'd love to buy $BABA-0.2%, for example, but despite the fact that I think it's a good company (it was better before the sanctions and oversight by the government there) it's the government that's putting me off.
Yesterday the US stock market rallied nicely and a lot of stocks hit their all-time highs. For example ,$GOOG+0.9%, $AAPL-0.3%, $MSFT-0.8%, $NFLX-0.5% and $META+0.4% allhit their ATHs . I'm not currently buying much over the summer and rather holding, but I'm still riding DCA on $CSPX.L+0.4%.
How do you currently approach stocks? Are you buying, holding or selling?
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For now, it's more of a hold or sell. There will be buying, but when there is a lot more red on the chart.
📈💡 3 Interesting companies on long hold!
If you plan to hold stocks for decades to come, I have 3 interesting stocks for you to put on your list. Coca-Cola $KO+1.4%, Chipotle Mexican Grill $CMG-1.3% and Hormel Foods $HRL-1.1%. Here's a brief overview of each stock.
Coca-Cola: A huge player with an unshakable position 🥤
With a market capitalization of approximately $270 billion, it...
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I don't have these 2, but with interest rates dropping, the tide could turn. It's the main thing it's based on now. We'll see, we'll have to wait a while for that.
On Holding: a challenge for the Giants in Activewear
On Holding AG $ONON+0.4%a Swiss manufacturer of athletic footwear and apparel, is emerging as a strong competitor to established giants such as Nike and Lululemon Athletica. On Holding, best known for its innovative CloudTec sneakers, offers products aimed at top athletes, allowing it to appeal to a wide range of customers.
Inn...
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Quite young and interesting company. For how long the company has been on the market, it has pretty good numbers. It's got low debt, I like that.
I have $P911.DE stock in my portfolio, it's not a big position, but I trust the company.