Uber: an undervalued 'free cash flow machine' with potential in autonomous vehicles?
Uber $UBER2.9% has struggled for a long time, but its financial results have been growing significantly in recent years. As a result, it's attracted the attention of billionaire investors like Bill Ackman and David Tepper, who see an undervalued opportunity in the stock.
The stock is still undervalued in my opinion. The company has huge potential and the stock has a lot of room to grow, which is why I overbought last week.
🔥Rheinmetall on ATH: Europe is considering massive armament! 💣
Shares of Rheinmetall AG $RHM.DE5.6%, Germany's leading defense equipment maker, shot up yesterday by more than 13 %, their biggest daily gain in two years. The price hit €968 per share, an all-time high. The rise is part of a wider trend where European arms firms are experiencing a boom in response to geopolitical... Read more
$RHM.DE5.6% is overpriced right now, but I see an opportunity with $LMT-0.4%. The stock has fallen quite a bit lately and the valuation already looks interesting.
I used to not want to invest in China at all, but I changed my mind over time. I bought $BABA2.0%stock at the beginning of the year and would like to buy more $BY6.F4.5% at a better price .
I see a lot of people here on Bulios are watching Petrobas $PBR5.6%. The dividend is really something but its sustainability, does anyone here have insight?
Do you think it is good news for the future of $INTC1.5% that TSMC and Broadcom are interested in certain divisions? 🤔 It's more of a question for those who continue to hold the stock. Is this company such a tragedy anymore?
🌐 GoDaddy: Better sales weren't enough, shares fall due to lower profits! 💻
GoDaddy $GDDY2.1%, a well-known domain and web hosting services provider, posted mixed results for Q4 2024. Although revenue beat expectations, lower-than-expected earnings per share (EPS) caused the stock to fall more than 14% on Friday.
I have a general question for you. How much of the dividend do you reinvest and why? In my circle of friends, most are in favor of reinvesting everything, but there are some who like to pick and choose here and there on positions where they have already accumulated multiple pieces.
What do you think about the growth of $META2.9%stock this year ?
The stock is up over 20% since the beginning of the year, which is pretty solid, and so far it looks like the company should do very well this year. I bought the stock at the beginning of the year and I'm very pleased.
UPS: A long-term opportunity in the market's disfavour?
United Parcel Service shares $UPS1.3% have weakened 20% over the past year and are trading near a 52-week low. Yet the company is undergoing strategic changes that could ensure its long-term growth.
1. Attractive valuation and record dividend yield
-$UPS1.3% is trading below its five-year averages in key valuation metrics.
I had previously thought about buying shares of $ABNB2.9%, but ended up not buying them. However, I find $BKNG4.0% quite interesting as it has very good numbers and has been growing strongly recently. The stock is overvalued right now though, so we'll see if maybe there's a correction after this week's results.
📅 Key events of the week: What to watch out for in the markets? This week will bring key economic data, earnings reports and events that could impact global markets. Here's my round-up of the highlights:
🟥Monday: Presidents Day (Presidents Day) - US stock markets will be closed.
🗣️ Tuesday: Trump & Musk interview on Fox News - possible market reactions to topics related to... Read more
Awesome these posts are advisory, they always get me in the mood for the next week. Otherwise the Trump and Musk thing, well it may be interesting but I'm more interested in Apple and then the $VICI2.1% thing plus after the recent $CVS-0.2% rise I'm also curious about the $MDT0.8% and Healthcare sector even if it doesn't have some direct effect on CVS. $OXY2.4% and $RIO3.0% I'm also holding so I'm curious.
🛠️ Applied Materials surprises on earnings, but stock falls on fears of sales decline in China! 📉
Applied Materials $AMAT, a key player in the semiconductor equipment industry, posted better-than-expected results for its fiscal first quarter 2025. Still, the stock fell by more than 8 %. The outlook for the next period was worrisome, especially due to export restrictions to C... Read more
🔐 Palo Alto Networks: strong results, but outlook disappoints! 📉 Cybersecurity giant Palo Alto Networks $PANW3.4% posted results for its fiscal second quarter that, while narrowly beating analysts' expectations, failed to please with a moderate outlook for the period ahead. The company's shares fell by more than 6%, but are currently erasing that loss. 📊
Coinbase shares rose 9% yesterday after the results. The results were very good, mainly due to the growing interest in cryptocurrencies, especially BTC. I still hold$COIN3.2%stock , but I have gradually switched directly to BTC.
Uber: an undervalued 'free cash flow machine' with potential in autonomous vehicles?
Uber $UBER2.9% has struggled for a long time, but its financial results have been growing significantly in recent years. As a result, it's attracted the attention of billionaire investors like Bill Ackman and David Tepper, who see an undervalued opportunity in the stock.
1. Rocketing free cash flow ...
Read more
Zobrazit další komentáře
The stock is still undervalued in my opinion. The company has huge potential and the stock has a lot of room to grow, which is why I overbought last week.
🔥Rheinmetall on ATH: Europe is considering massive armament! 💣
Shares of Rheinmetall AG $RHM.DE5.6%, Germany's leading defense equipment maker, shot up yesterday by more than 13 %, their biggest daily gain in two years. The price hit €968 per share, an all-time high. The rise is part of a wider trend where European arms firms are experiencing a boom in response to geopolitical...
Read more
Zobrazit další komentáře
$RHM.DE5.6% is overpriced right now, but I see an opportunity with $LMT-0.4%. The stock has fallen quite a bit lately and the valuation already looks interesting.
Which Chinese stocks are in your portfolio?
I used to not want to invest in China at all, but I changed my mind over time. I bought $BABA2.0%stock at the beginning of the year and would like to buy more $BY6.F4.5% at a better price .
Zobrazit další komentáře
I have $BY6.F4.5% and $NIO3.4% in my portfolio so far. $BABA2.0% is not that interesting to me and I don't see that much potential.
I see a lot of people here on Bulios are watching Petrobas $PBR5.6%. The dividend is really something but its sustainability, does anyone here have insight?
Zobrazit další komentáře
A very big risk because the stock can fall quickly and the company may not pay such a high dividend. I'd rather just take it as speculation.
Do you think it is good news for the future of $INTC1.5% that TSMC and Broadcom are interested in certain divisions? 🤔 It's more of a question for those who continue to hold the stock. Is this company such a tragedy anymore?
Intel
INTCZobrazit další komentáře
Intel is already dead and I would move the money into other stocks. It would be interesting if $TSM1.4% actually bought it.
Walmart boosts market share on rising demand for savings
-Growth at the expense of competition:$WMT1.0% Walmart benefits from higher demand for affordable goods, weakening smaller players.
- Strong segments: Sales are boosted by food, healthcare and digital advertising, which offset weaker non-food sales.
- Threats to growth: High investor expectations, intensifying competition and...
Read more
Zobrazit další komentáře
For me, it's one of the best companies right now. I would love to include $WMT1.0% in my portfolio, but the price is too high right now.
🌐 GoDaddy: Better sales weren't enough, shares fall due to lower profits! 💻
GoDaddy $GDDY2.1%, a well-known domain and web hosting services provider, posted mixed results for Q4 2024. Although revenue beat expectations, lower-than-expected earnings per share (EPS) caused the stock to fall more than 14% on Friday.
GoDaddy
GDDYRead more
Zobrazit další komentáře
The stock is pretty cheap right now, but I'd be worried about the competition as they could lose their position quickly.
I have a general question for you. How much of the dividend do you reinvest and why? In my circle of friends, most are in favor of reinvesting everything, but there are some who like to pick and choose here and there on positions where they have already accumulated multiple pieces.
Zobrazit další komentáře
I don't have that many dividend stocks now, but if I get a dividend, I always reinvest it.
What do you think about the growth of $META2.9%stock this year ?
The stock is up over 20% since the beginning of the year, which is pretty solid, and so far it looks like the company should do very well this year. I bought the stock at the beginning of the year and I'm very pleased.
Meta
METAZobrazit další komentáře
Meta is a great company and together with Tesla still has huge potential in my opinion, but the stock is very expensive right now.
UPS: A long-term opportunity in the market's disfavour?
United Parcel Service shares $UPS1.3% have weakened 20% over the past year and are trading near a 52-week low. Yet the company is undergoing strategic changes that could ensure its long-term growth.
1. Attractive valuation and record dividend yield
-$UPS1.3% is trading below its five-year averages in key valuation metrics.
- The...
Read more
Zobrazit další komentáře
The price may be low, but the stock is not rising at all. I'd rather focus on $FDX0.5% or $AMZN2.1%.
I had previously thought about buying shares of $ABNB2.9%, but ended up not buying them. However, I find $BKNG4.0% quite interesting as it has very good numbers and has been growing strongly recently. The stock is overvalued right now though, so we'll see if maybe there's a correction after this week's results.
Do you have shares of $ABNB2.9% or $BKNG4.0% in your portfolio?
Booking Holdings Inc.
BKNGZobrazit další komentáře
I see it as a very cyclical sector, so I don't invest in it.
📅 Key events of the week: What to watch out for in the markets?
This week will bring key economic data, earnings reports and events that could impact global markets. Here's my round-up of the highlights:
🟥Monday:
Presidents Day (Presidents Day) - US stock markets will be closed.
🗣️ Tuesday:
Trump & Musk interview on Fox News - possible market reactions to topics related to...
Read more
Zobrazit další komentáře
Awesome these posts are advisory, they always get me in the mood for the next week. Otherwise the Trump and Musk thing, well it may be interesting but I'm more interested in Apple and then the $VICI2.1% thing plus after the recent $CVS-0.2% rise I'm also curious about the $MDT0.8% and Healthcare sector even if it doesn't have some direct effect on CVS. $OXY2.4% and $RIO3.0% I'm also holding so I'm curious.
🛠️ Applied Materials surprises on earnings, but stock falls on fears of sales decline in China! 📉
Applied Materials $AMAT, a key player in the semiconductor equipment industry, posted better-than-expected results for its fiscal first quarter 2025. Still, the stock fell by more than 8 %. The outlook for the next period was worrisome, especially due to export restrictions to C...
Read more
Zobrazit další komentáře
In addition to $ASML2.8% and $AMAT3.8%, $KLAC4.6% can be quite interesting, which is also quite cheap now.
🔐 Palo Alto Networks: strong results, but outlook disappoints! 📉
Cybersecurity giant Palo Alto Networks $PANW3.4% posted results for its fiscal second quarter that, while narrowly beating analysts' expectations, failed to please with a moderate outlook for the period ahead.
The company's shares fell by more than 6%, but are currently erasing that loss. 📊
Palo Alto Networks
PANWRead more
Zobrazit další komentáře
Stocks in this sector are very expensive right now, so I would focus more on the healthcare sector.
Coinbase shares rose 9% yesterday after the results. The results were very good, mainly due to the growing interest in cryptocurrencies, especially BTC. I still hold$COIN3.2%stock , but I have gradually switched directly to BTC.
Do you have $COIN3.2%stock in your portfolio ?
Coinbase
COINZobrazit další komentáře
I have been more interested in $HOOD8.9% stock than $COIN3.2% stock lately.