Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
1. Strategic positioning and sophisticated design:
- Data Centers: $EQIX operates strategically located and sophisticatedly designed data centers that are ready to handle the growing demands for artificial intelligence (AI).
2. Key role in the technology ecosystem:
- Technology Ecosystem: $EQIX acts as a significant enabler... Read more
It's been 15 years since Disney $DIS bought Marvel Studios for $4 billion. Since then, Disney has made more than $30 billion worldwide from Marvel movies. But what's next for the division? It seems to me that Marvel has begun to decline a bit. How do you feel about that?
🗓️Přehled of important events for the coming week! 📊
Earnings season is coming to a close for us, so I will only be tracking the results of one company in the upcoming week. Not much to watch this week, but remember that we are already into September, which is historically the worst month for stock markets.
❌Monday: US Labor Day - US markets are closed. So we're having a bit of a... Read more
📈 Dell strengthens thanks to demand for AI servers!🚀
Shares of Dell Technologies $DELL are experiencing strong growth, mainly due to increasing demand for AI-optimized servers. Last quarter, orders for these servers came in at an impressive $3.2 billion, a significant increase from the previous $2.6 billion. 📊
Company Dell Technologies is a global leader in information technology... Read more
🌟 Marvell Technology surprises with great results thanks to artificial intelligence!
Chip maker Marvell Technology $MRVL has exceeded all expectations. 💪 Quarterly sales reached an impressive $1.27 billion, and with growth in the data center business of an incredible 92 % 📊 The company has shown that artificial intelligence is not just the future, but already a firm part of... Read more
General Mills (GIS) - Strong position and growth ambitions
1. Financial strength and profitability:
- Enterprise Performance: $GIS has an enterprise value of $51.17 billion, nearly double that of Kellan, the maker of Special K.
- EBITDA Margin: With an EBITDA margin of 20.54%, it exceeds Kellan's margin by 595 basis points, indicating the successful re-engineering of its... Read more
I noticed that Warren Buffett has been buying their stock this year. The company is also in an interesting sector, but I haven't studied the company in detail.
HP $HPQis one of the leading global technology giants, specializing in the manufacture of personal computers, printers and accessories. The company is known for its ability to bring advanced technology solutions to both consumer and commercial customers around the world.
📊 HP has reported mixed results for the third quarter of fiscal... Read more
Nvidia's $NVDAgrowth metrics aren't impressing Wall Street as much as they used to. Can you imagine the reaction if the company had missed some of its earnings estimates?
I honestly wasn't that interested. Do you think you could always write in a short sentence at the beginning of these lesser known stocks what the company does and what products/services it offers? For me, that would be a great addition, it makes it easier to navigate, as knowing what the company does and what sector it's in, I can judge it against competitors for example.
📊 AeroVironment: stock skyrocketing thanks to billion-dollar contract with US military!
AeroVironment $AVAV, one of the leading manufacturers of drones, has seen its stock soar in recent days. This is due to a key contract from the U.S. Department of Defense, worth nearly $1 billion.
The contract, which runs until 2029, includes the delivery of special "suicide"Switchblade dron... Read more
Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
How do you currently view $CVS?
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They're not doing too well, but I've bought the stock. If the stock goes down, I'd still buy.
At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
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I think we have more growth to come. The 5,800 is probably realistic.
Equinix, Inc. - A key player in AI infrastructure
1. Strategic positioning and sophisticated design:
- Data Centers: $EQIX operates strategically located and sophisticatedly designed data centers that are ready to handle the growing demands for artificial intelligence (AI).
2. Key role in the technology ecosystem:
- Technology Ecosystem: $EQIX acts as a significant enabler...
Read more
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The price is high, but apparently the company is doing well and the price is rising nicely.
It's been 15 years since Disney $DIS bought Marvel Studios for $4 billion. Since then, Disney has made more than $30 billion worldwide from Marvel movies. But what's next for the division? It seems to me that Marvel has begun to decline a bit. How do you feel about that?
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Nothing new or interesting has come out in a long time, but I have shares of $DIS and if they drop any further I would start overbought.
🗓️Přehled of important events for the coming week! 📊
Earnings season is coming to a close for us, so I will only be tracking the results of one company in the upcoming week. Not much to watch this week, but remember that we are already into September, which is historically the worst month for stock markets.
❌Monday: US Labor Day - US markets are closed. So we're having a bit of a...
Read more
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I want to look at the $AVGO results today and I'll be interested in the Friday one too.
📈 Dell strengthens thanks to demand for AI servers!🚀
Shares of Dell Technologies $DELL are experiencing strong growth, mainly due to increasing demand for AI-optimized servers. Last quarter, orders for these servers came in at an impressive $3.2 billion, a significant increase from the previous $2.6 billion. 📊
Company Dell Technologies is a global leader in information technology...
Read more
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Last year I thought about buying $HPQ stock, but I see that $DELL stock is doing much better. I'm adding this stock to my watchlist.
🌟 Marvell Technology surprises with great results thanks to artificial intelligence!
Chip maker Marvell Technology $MRVL has exceeded all expectations. 💪 Quarterly sales reached an impressive $1.27 billion, and with growth in the data center business of an incredible 92 % 📊 The company has shown that artificial intelligence is not just the future, but already a firm part of...
Read more
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I didn't know the company until today. If it benefits and profits from this, it could do well for a while now.
General Mills (GIS) - Strong position and growth ambitions
1. Financial strength and profitability:
- Enterprise Performance: $GIS has an enterprise value of $51.17 billion, nearly double that of Kellan, the maker of Special K.
- EBITDA Margin: With an EBITDA margin of 20.54%, it exceeds Kellan's margin by 595 basis points, indicating the successful re-engineering of its...
Read more
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The dividend is nice, the stock is growing nicely too, so why not.
Does anyone have $ULTAstock in their portfolio ?
I noticed that Warren Buffett has been buying their stock this year. The company is also in an interesting sector, but I haven't studied the company in detail.
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rttfds
🖥️Výsledky of Hewlett-Packard, known as HP!
HP $HPQ is one of the leading global technology giants, specializing in the manufacture of personal computers, printers and accessories. The company is known for its ability to bring advanced technology solutions to both consumer and commercial customers around the world.
📊 HP has reported mixed results for the third quarter of fiscal...
Read more
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I'm also just watching. The company is fine, but I don't want to include it in my portfolio.
Nvidia's $NVDAgrowth metrics aren't impressing Wall Street as much as they used to. Can you imagine the reaction if the company had missed some of its earnings estimates?
Do you still hold shares of $NVDA?
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I'm still holding and will continue to hold. It's just a small position, I don't have any mega profit there, so I'll wait😃
Nvidia sees strong financial growth thanks to demand for AI technology
- Significant revenue growth:
- The company's $NVDA revenue grew 122% on strong demand for data center chips, particularly for artificial intelligence.
- Beating earnings estimates:
- Earnings per share came in at 68 cents, beating estimates of 64 cents.
- Growth in the data center segment:
- Data center...
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Solid results, but it's just not possible to always be perfect😂
Dutch Bros - Rapid expansion and sales growth
1. Dynamic network growth:
- Store expansion: $BROS has almost doubled the number of stores to 912 in the three years since its IPO in 2021.
- Strong Revenue Growth: $BROS has grown revenue 30% or more every quarter since IPO, with same-store sales also growing 4% in Q2 2024.
2. Valuation and profitability challenges:
- High...
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I honestly wasn't that interested. Do you think you could always write in a short sentence at the beginning of these lesser known stocks what the company does and what products/services it offers? For me, that would be a great addition, it makes it easier to navigate, as knowing what the company does and what sector it's in, I can judge it against competitors for example.
E.l.f. Beauty (ELF) - Rapid growth and global expansion
1. Rapid brand growth:
- Strong stock growth: $ELF Beauty shares have risen 424% over the past three years, demonstrating the brand's tremendous success in the market.
- Innovation and Marketing.
2. Revenue and market share growth:
- 50% Revenue Growth: In the last quarter, the company's revenue grew 50% year-on-year.
...
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Exactly, in the final analysis it's quite similar to $ULTA.
📊 AeroVironment: stock skyrocketing thanks to billion-dollar contract with US military!
AeroVironment $AVAV, one of the leading manufacturers of drones, has seen its stock soar in recent days. This is due to a key contract from the U.S. Department of Defense, worth nearly $1 billion.
The contract, which runs until 2029, includes the delivery of special "suicide"Switchblade dron...
Read more
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I enjoy these businesses, so I'm also putting them on my watchlist.