Cloudflare $NET is a key player in Content Delivery Networks (CDN) and Internet security. The company maintains its position in the market with innovative services and an extensive network of data centers that improve performance and reduce latency. Still, the stock's current valuation requires careful analysis.
I agree that the pricing is really high right now. But I perceive quite a lot of risk with the company and I don't like some things, so I won't be buying.
🌟 Meta Platforms: a giant in the tech world that is poised for further growth in 2025!
Shares of Meta Platforms $META have seen staggering growth of more than 70 %. Yet, according to some analysts, the tech giant remains undervalued and has the potential to continue growing in the years to come.
Meta is doing really well and the stock will probably continue to rise this year. The recent post from the CEO only proves that there will be changes again and the company wants to grow further.
Investors, what is your strategy for the next weeks, months?
I don't buy specific US stocks anymore, but I still regularly overbought $CSPX.L and BTC. Europe is still pretty cheap for me, so maybe I'll keep buying and save the rest of my money for a possible correction in the US.
I wonder where you are getting the confidence that there will be a major drop and that it will be anytime soon. Do you know something that the rest of the investors don't know? How long will you possibly wait before you change your mind? Where will you keep your cash parked to keep it from being eaten up by inflation? What attracts you to Europe, where most companies are struggling and not at all comparable to the US market? What do you see as a possible way out of their situation there?
Demand for cybersecurity solutions is growing, and Palo Alto Networks $PANW is at the forefront of the industry with its ability to respond to current trends and threats. The transition of businesses to cloud computing and the proliferation of the hybrid work model are increasing the need for robust security solutions.
It's definitely one of the bigger companies now and you can see that they're thriving. I don't own the stock and won't be buying it, but the stock is down a bit now and the price isn't too bad at the moment.
📈 The European defense industry is experiencing huge growth and Rheinmetall has announced a new contract with Ukraine! 🚀
Europe is becoming a key player on the global defense industry scene, as confirmed by the recent move of the German company Rheinmetall $RHM.DE. The company has signed a major contract with the Ukrainian Ministry of Defense for the supply of 155mm caliber... Read more
💼 A day of mourning on Wall Street! US stock markets including the NYSE, Nasdaq and Cboe Global Markets will be closed on Thursday, January 9, 2025. This is due to a national day of mourning for former President Jimmy Carter who died yesterday, December 29 at the age of 100. This act is part of a long-standing tradition where the United States pays tribute to its presidents... Read more
Yesterday in South Korea, a Boeing 737-800 tragically crashed. It is not yet known what caused the crash, but if it was Boeing's fault, it could be a big problem for the company. We'll see how $BAstock reacts after the market opens today . I wouldn't buy their stock for my portfolio.
How do you feel about the current situation surrounding Boeing?
This sector is too cyclical for me and Boeing is a great example. That chart looks really scary and in the final analysis the stock isn't even growing much.
🌟 Investment overview: entering the new year! 🎉 The new year is sure to bring interesting opportunities. Keep an eye on key indicators and be ready to take advantage of the first investment opportunities of 2025! 🚀
🏠Monday: Pending home sales: an important indicator of future activity in the real estate market. Strong numbers may signal a recovery in the sector. 📈
I see that $RMS.PAstock is doing quite well this year compared to $MC.PA. I think Hermès is a great company with a nice business, however the stock is really expensive right now and a bigger drop would have to come for me to start thinking about buying.
Investment literature! 📚💸 Have a nice and peaceful Saturday. 🎄✨ With the holidays and Christmas time upon us, I've gotten back to reading books again. So I want to ask, what investment books do you recommend and which ones did you find under the Christmas tree? 🎁
Personally, I've picked up a book for the umpteenth time Rich Dad, Poor Dad by Robert Kiyosaki, and then also The... Read more
I see Smart Investor by Graham mentioned a lot. I wonder if everyone has finished reading it and if so, how long it took them or what they took from it/apply in their strategy.
Citigroup $C under the leadership of Jane Fraser, is undergoing a major transformation aimed at simplifying operations, improving efficiency and strengthening key segments. This restructuring, coupled with an undervalued stock, suggests the potential for significant growth in the years ahead.
What do you think about the recent news that FedEx is planning a spin-off of its freight division?
It's good news for investors, which was reflected on the chart, as the stock rose more than 9% following the news. I don't have shares of $FDX in my portfolio, but I think FedEx is a great company and could be a great stock for portfolio diversification.
FedEx doesn't make sense to me anymore, as it was recently overtaken by Amazon and is much better at it. So if I had to pick a stock from this sector, it would be $AMZN.
Cloudflare (NET): attractive, but with caution
Cloudflare $NET is a key player in Content Delivery Networks (CDN) and Internet security. The company maintains its position in the market with innovative services and an extensive network of data centers that improve performance and reduce latency. Still, the stock's current valuation requires careful analysis.
Cloudflare's...
Read more
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I agree that the pricing is really high right now. But I perceive quite a lot of risk with the company and I don't like some things, so I won't be buying.
🌟 Meta Platforms: a giant in the tech world that is poised for further growth in 2025!
Shares of Meta Platforms $META have seen staggering growth of more than 70 %. Yet, according to some analysts, the tech giant remains undervalued and has the potential to continue growing in the years to come.
Read more
Zobrazit další komentáře
Meta is doing really well and the stock will probably continue to rise this year. The recent post from the CEO only proves that there will be changes again and the company wants to grow further.
Investors, what is your strategy for the next weeks, months?
I don't buy specific US stocks anymore, but I still regularly overbought $CSPX.L and BTC. Europe is still pretty cheap for me, so maybe I'll keep buying and save the rest of my money for a possible correction in the US.
Zobrazit další komentáře
I wonder where you are getting the confidence that there will be a major drop and that it will be anytime soon. Do you know something that the rest of the investors don't know? How long will you possibly wait before you change your mind? Where will you keep your cash parked to keep it from being eaten up by inflation? What attracts you to Europe, where most companies are struggling and not at all comparable to the US market? What do you see as a possible way out of their situation there?
Palo Alto Networks: a key player in cybersecurity
Demand for cybersecurity solutions is growing, and Palo Alto Networks $PANW is at the forefront of the industry with its ability to respond to current trends and threats. The transition of businesses to cloud computing and the proliferation of the hybrid work model are increasing the need for robust security solutions.
Palo Alto...
Read more
Zobrazit další komentáře
It's definitely one of the bigger companies now and you can see that they're thriving. I don't own the stock and won't be buying it, but the stock is down a bit now and the price isn't too bad at the moment.
📈 The European defense industry is experiencing huge growth and Rheinmetall has announced a new contract with Ukraine! 🚀
Europe is becoming a key player on the global defense industry scene, as confirmed by the recent move of the German company Rheinmetall $RHM.DE. The company has signed a major contract with the Ukrainian Ministry of Defense for the supply of 155mm caliber...
Read more
Zobrazit další komentáře
The growth is incredible and the company has interesting orders, but the P/E is too high.
💼 A day of mourning on Wall Street!
US stock markets including the NYSE, Nasdaq and Cboe Global Markets will be closed on Thursday, January 9, 2025. This is due to a national day of mourning for former President Jimmy Carter who died yesterday, December 29 at the age of 100. This act is part of a long-standing tradition where the United States pays tribute to its presidents...
Read more
What do you think of RenaissanceRe Holdings $RNR? 🤔
Does anyone have it in their portfolio?
Zobrazit další komentáře
I see the growth is nice now. Are you gonna shop?
Yesterday in South Korea, a Boeing 737-800 tragically crashed. It is not yet known what caused the crash, but if it was Boeing's fault, it could be a big problem for the company. We'll see how $BAstock reacts after the market opens today . I wouldn't buy their stock for my portfolio.
How do you feel about the current situation surrounding Boeing?
Zobrazit další komentáře
This sector is too cyclical for me and Boeing is a great example. That chart looks really scary and in the final analysis the stock isn't even growing much.
🌟 Investment overview: entering the new year! 🎉
The new year is sure to bring interesting opportunities. Keep an eye on key indicators and be ready to take advantage of the first investment opportunities of 2025! 🚀
🏠Monday:
Pending home sales: an important indicator of future activity in the real estate market. Strong numbers may signal a recovery in the sector. 📈
🎉Wednesday:
New...
Read more
Zobrazit další komentáře
I'll be watching Tesla's deliveries, and I'll also be watching that Barkin speech.
I see that $RMS.PAstock is doing quite well this year compared to $MC.PA. I think Hermès is a great company with a nice business, however the stock is really expensive right now and a bigger drop would have to come for me to start thinking about buying.
Do you have shares of $RMS.PA in your portfolio?
Zobrazit další komentáře
If I had to choose, it would be $RMS.PA, as the performance is better and the company is doing better overall in all respects.
Investment literature! 📚💸
Have a nice and peaceful Saturday. 🎄✨ With the holidays and Christmas time upon us, I've gotten back to reading books again. So I want to ask, what investment books do you recommend and which ones did you find under the Christmas tree? 🎁
Personally, I've picked up a book for the umpteenth time Rich Dad, Poor Dad by Robert Kiyosaki, and then also The...
Read more
Zobrazit další komentáře
I see Smart Investor by Graham mentioned a lot. I wonder if everyone has finished reading it and if so, how long it took them or what they took from it/apply in their strategy.
Citigroup (C): Restructuring and Growth Potential
Citigroup $C under the leadership of Jane Fraser, is undergoing a major transformation aimed at simplifying operations, improving efficiency and strengthening key segments. This restructuring, coupled with an undervalued stock, suggests the potential for significant growth in the years ahead.
Key points of the restructuring
1. Foc...
Read more
Zobrazit další komentáře
City is one of the bigger banks, but I'm fine with $BAC in my portfolio for now.
Investors, we're nearing the end of the year. Let's show off your most profitable position. For me, it's definitely $TSLA ( +130%).
What stock have you made the biggest profit on this year?
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I have a $PLTR of just over 200%.
What do you think about the recent news that FedEx is planning a spin-off of its freight division?
It's good news for investors, which was reflected on the chart, as the stock rose more than 9% following the news. I don't have shares of $FDX in my portfolio, but I think FedEx is a great company and could be a great stock for portfolio diversification.
Zobrazit další komentáře
FedEx doesn't make sense to me anymore, as it was recently overtaken by Amazon and is much better at it. So if I had to pick a stock from this sector, it would be $AMZN.
Hello investors, I would like to know what sectors you see the most potential in the coming year?
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I think it's going to be AI, and there could be a lot of success for fossil fuel companies.