On Wednesday, the season of results will slowly start and there may be some interesting opportunities. I'll definitely be interested in the results of $BAC, $TSM and $UNH.
Walgreens Boots Alliance $WBA announced yesterday surprising results for the first quarter of fiscal year 2025 that exceeded Wall Street expectations !
Yesterday's Delta Air Lines results were very positive, with shares up 9%. Revenues and earnings beat expectations and strong earnings are expected for 2025 (more in Flash News). I don't own stocks from this sector, but clearly this sector is starting to recover and companies are starting to do well.
Do you have $DAL or any other airlinestocks in your portfolio ?
Investors, which stock do you consider the riskiest in your portfolio?
For me, it's definitely $BABA and $CAVA. With Alibaba, I see the main risk in China itself and the way the state there operates, and with CAVA I see a lot of potential but also a lot of question marks that can fundamentally change a lot of things.
🔥 California wildfires: a disaster that shocks residents and the market!
We're all surely watching the intense wildfires in Los Angeles - some of the most destructive and costly in history. California. These fires have not only affected residents, but also the stock markets.
Insurance companies under pressure: Major insurance companies such as Allstate $ALL, Travelers $TRV, Chubb ... Read more
Those pics/videos look scary, so hopefully it will stop soon. From what I've read and looked at so far, the biggest impact should be on those utilities, as mentioned.
Garmin: Summary of 2024 results and outlook for 2025
2024 was a very successfulyear for Garmin $GRMN, with revenue growth of 19% and improved operating profitability to 24% (from 20% in 2023). The company particularly benefited from the strengthening of its fitness, outdoor and marine segments, underlining the successful transformation of its portfolio.
Geo Group and CoreCivic are the best known firms in this sector. Their stocks have risen several dozen percent in the last year alone. This growth has been greatly boosted by the election of Trump, and the stock is likely to continue its solid growth. I considered buying $GEObefore the election , but unfortunately I didn't end up... Read more
💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?
The technology world is on the threshold of another major transaction. SoftBank Group $SFTBYand Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips... Read more
I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.
Meta Platforms cancels fact-checking program in the US
-Change of approach: Meta Platforms $META (the parent company of Facebook, Instagram and Threads) is scrapping its fact-checking program in the US and introducing Community Notes, inspired by Elon Musk's Social Network X.
-Community Notes features: Users will be able to Report misleading posts and provide context.
💡 Quantum computers: investing in the future or waiting for a miracle?
Quantum computer stock markets are experiencing a major crash today 📉 ! NvidiaCEO Jensen Huang cooled the optimism of many investors with his estimate that real practical use of quantum computers is still 15 to 20 years away . That statement brought a sharp drop in the shares of companies such as RigettiCom... Read more
How do you feel about the statements of the newly elected US President Donald Trump? Alternatively, what do you expect from him and are you wondering if this will have an impact on your portfolio?
Everyone has probably heard about the tariffs, then the statements about the Panama Canal, the desire to acquire Greenland, the proposal to merge the country with Canada, and last but... Read more
The idea is scary enough, but I don't think it would be that simple. However, this news didn't have a big impact on the markets and I don't think it will affect the stock much going forward.
Marvell Technology: summary and investment perspective
Marvell Technology $MRVL ranks among the semiconductor sector's biggest stars thanks to its 83% stock growth in 2024. A major factor in this success is its burgeoning artificial intelligence (AI) chip business, which includes making ASIC chips for cloud giants. Key customers include Amazon, which has entered into a five-year... Read more
Great post and I agree, I like the company too and have it on my watchlist and will see how the price goes, for now I'm waiting and if it goes below $100 I would start thinking about joining.
Foxconn reported record sales earlier this week, leading shares in the semiconductor sector higher. Shares of $MU, $NVDA, $ASML and $KLAC, for example, rose significantly . I think it's great news and I'm happy for $ASML stock as it's up 10% this week.
Do you have any of these stocks in your portfolio?
🗓️Týdenní investment overview: key events that move the market!
Earnings season is upon us, with the biggest banking houses in the US kicking off first. Stay tuned for what's ahead! 👀📊
Tuesday:
US PPI inflation: Producer price inflation will reveal whether inflationary pressures in the supply chain are easing. 📦
Wednesday: Big Bank Day! 🏦
U.S. Consumer Price Inflation (CPI): A key...
Read more
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Today's inflation will be very important, as it can change a lot of things again and it can influence the Fed's next decision.
Disney and fuboTV partnership: combining Hulu + Live TV with new capabilities
- Expanded reachDescription : Partnership connects Hulu + Live TV s fuboTV, together reaching 6.2 million subscribers.
- Shares: Disney $DIS acquires a 70% ownership stake, while fuboTV $FUBO retains management control of day-to-day operations.
- Strategic advantagesA: Disney support increases credib...
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That's great for me. I have a few shares of $DIS and will continue to hold them.
On Wednesday, the season of results will slowly start and there may be some interesting opportunities. I'll definitely be interested in the results of $BAC, $TSM and $UNH.
Which companies will you be interested in?
Zobrazit další komentáře
Much more important will be how inflation in the US turns out today. Otherwise, I want to look at the $TSM results tomorrow
💡 Walgreens: A bold path to turnaround! 💊
Walgreens Boots Alliance $WBA announced yesterday surprising results for the first quarter of fiscal year 2025 that exceeded Wall Street expectations !
Shares soared more than 27%! 📈
Read more
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The stock has only fallen last year and the results were bad. Plus, the sector is doing pretty bad overall right now.
Yesterday's Delta Air Lines results were very positive, with shares up 9%. Revenues and earnings beat expectations and strong earnings are expected for 2025 (more in Flash News). I don't own stocks from this sector, but clearly this sector is starting to recover and companies are starting to do well.
Do you have $DAL or any other airlinestocks in your portfolio ?
Zobrazit další komentáře
Companies are starting to do well now and it doesn't look bad, it could still be a good opportunity to establish a position.
Investors, which stock do you consider the riskiest in your portfolio?
For me, it's definitely $BABA and $CAVA. With Alibaba, I see the main risk in China itself and the way the state there operates, and with CAVA I see a lot of potential but also a lot of question marks that can fundamentally change a lot of things.
🔥 California wildfires: a disaster that shocks residents and the market!
We're all surely watching the intense wildfires in Los Angeles - some of the most destructive and costly in history. California. These fires have not only affected residents, but also the stock markets.
Insurance companies under pressure:
Major insurance companies such as Allstate $ALL, Travelers $TRV, Chubb ...
Read more
Zobrazit další komentáře
Those pics/videos look scary, so hopefully it will stop soon. From what I've read and looked at so far, the biggest impact should be on those utilities, as mentioned.
Garmin: Summary of 2024 results and outlook for 2025
2024 was a very successfulyear for Garmin $GRMN, with revenue growth of 19% and improved operating profitability to 24% (from 20% in 2023). The company particularly benefited from the strengthening of its fitness, outdoor and marine segments, underlining the successful transformation of its portfolio.
Key success factors
1. Po...
Read more
Zobrazit další komentáře
Great company, I quite like the business and the fundamentals look very good too. It's just that the valuation is unfortunately high right now.
Anyone investing in private prisons ($CXW, $GEO)?
Geo Group and CoreCivic are the best known firms in this sector. Their stocks have risen several dozen percent in the last year alone. This growth has been greatly boosted by the election of Trump, and the stock is likely to continue its solid growth. I considered buying $GEObefore the election , but unfortunately I didn't end up...
Read more
Zobrazit další komentáře
To me, this is a very volatile stock, and I also don't like the fact that the stock is rising so much primarily just because of Trump.
💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?
The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
Read more
Zobrazit další komentáře
I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.
Meta Platforms cancels fact-checking program in the US
- Change of approach: Meta Platforms $META (the parent company of Facebook, Instagram and Threads) is scrapping its fact-checking program in the US and introducing Community Notes, inspired by Elon Musk's Social Network X.
- Community Notes features: Users will be able to Report misleading posts and provide context.
- Reg...
Read more
Zobrazit další komentáře
That model works well for Company X, so I believe it will work well here too. Plus Meta is now changing partly management and that's a cool move too.
💡 Quantum computers: investing in the future or waiting for a miracle?
Quantum computer stock markets are experiencing a major crash today 📉 ! NvidiaCEO Jensen Huang cooled the optimism of many investors with his estimate that real practical use of quantum computers is still 15 to 20 years away . That statement brought a sharp drop in the shares of companies such as Rigetti Com...
Read more
Zobrazit další komentáře
True, the return may be distant, but it still makes a lot of sense. A company that jumps on it now will get a return on its investment sooner.
How do you feel about the statements of the newly elected US President Donald Trump? Alternatively, what do you expect from him and are you wondering if this will have an impact on your portfolio?
Everyone has probably heard about the tariffs, then the statements about the Panama Canal, the desire to acquire Greenland, the proposal to merge the country with Canada, and last but...
Read more
Zobrazit další komentáře
The idea is scary enough, but I don't think it would be that simple. However, this news didn't have a big impact on the markets and I don't think it will affect the stock much going forward.
Marvell Technology: summary and investment perspective
Marvell Technology $MRVL ranks among the semiconductor sector's biggest stars thanks to its 83% stock growth in 2024. A major factor in this success is its burgeoning artificial intelligence (AI) chip business, which includes making ASIC chips for cloud giants. Key customers include Amazon, which has entered into a five-year...
Read more
Zobrazit další komentáře
Great post and I agree, I like the company too and have it on my watchlist and will see how the price goes, for now I'm waiting and if it goes below $100 I would start thinking about joining.
Foxconn reported record sales earlier this week, leading shares in the semiconductor sector higher. Shares of $MU, $NVDA, $ASML and $KLAC, for example, rose significantly . I think it's great news and I'm happy for $ASML stock as it's up 10% this week.
Do you have any of these stocks in your portfolio?
Zobrazit další komentáře
Great company, I have a smaller position but more money in $LRCX.