Shares of $BA-10.5% rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA-10.5% stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA-10.5%? Do you invest in this sector?
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There... Read more
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
Uber and its future in autonomous taxis and a super app
Uber $UBER-6.3% has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER-6.3% focuses not only on ridesharing but also on food delivery, travel booking and advertising business
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀 US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion(over £735 billion) takes over cybersecurity firm Wiz.
Lately I've been thinking about including $TSM-7.6%stock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSM-7.6%stock on the current downturn or are you buying other stocks in the sector?
🚀 Intel's new CEO comes with sweeping changes! 🏭 Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE-14.5% in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.
📅 Weekly overview of interesting events! This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday 🛍 US Retail Sales - A key indicator of consumer strength. NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York... Read more
Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
Investors, which broker do you use for investing and why?
I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB... Read more
Iren (IREN): The cheapest publicly traded bitcoin miner?
Iren $IREN-10.7% specializing in mining bitcoins using renewable energy, has come under the spotlight thanks to a ratings upgrade from JPMorgan. Analysts have praised its low operating costs and efficiency, calling the stock too harshly punished since the start of the year, which they say represents an attractive entry point.
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations! Shares of Daimler Truck $DTG.DE-5.9% fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order... Read more
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHR-3.7%focused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ2.0% has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA-2.9% and $AMZN-9.0%.
Shares of $BA-10.5% rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA-10.5% stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA-10.5%? Do you invest in this sector?
Boeing
BAZobrazit další komentáře
I'm not really interested in this company, but I'm starting to think about buying $UAL-15.7% and $DAL-10.8% after the recent drop.
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There...
Read more
Zobrazit další komentáře
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
TSMC
TSMRead more
Zobrazit další komentáře
I've only been buying $AMD-8.9% for now. I think it's the most undervalued stock in the sector right now and has the most potential.
Uber and its future in autonomous taxis and a super app
Uber $UBER-6.3% has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER-6.3% focuses not only on ridesharing but also on food delivery, travel booking and advertising business
-...
Read more
Zobrazit další komentáře
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀
US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion (over £735 billion) takes over cybersecurity firm Wiz.
Alphabet
GOOGLRead more
Zobrazit další komentáře
I think the acquisition is great. $160 is a great price, I'm taking advantage of the drop and buying.
Lately I've been thinking about including $TSM-7.6%stock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSM-7.6%stock on the current downturn or are you buying other stocks in the sector?
TSMC
TSMZobrazit další komentáře
I've bought $ASML-6.8% and $AVGO-10.5% so far, but $TSM-7.6% looks pretty good so I'm adding it to the watchlist.
🚀 Intel's new CEO comes with sweeping changes! 🏭
Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
Now, this decaying...
Read more
Zobrazit další komentáře
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE-14.5% in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.
What's your take on Nike?
Nike
NKEZobrazit další komentáře
The company may grow nicely over the long term, but the performance is just weak and there are much more interesting companies to be found now.
📅 Weekly overview of interesting events!
This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday
🛍 US Retail Sales - A key indicator of consumer strength.
NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York...
Read more
Zobrazit další komentáře
Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
Investors, which broker do you use for investing and why?
I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB...
Read more
Zobrazit další komentáře
I've been using eToro for quite a while now, but there are high fees for some things, so I'm thinking of switching to T212.
Iren (IREN): The cheapest publicly traded bitcoin miner?
Iren $IREN-10.7% specializing in mining bitcoins using renewable energy, has come under the spotlight thanks to a ratings upgrade from JPMorgan. Analysts have praised its low operating costs and efficiency, calling the stock too harshly punished since the start of the year, which they say represents an attractive entry point.
Thi...
Read more
Zobrazit další komentáře
That rating looks interesting. The stock was overvalued and the stock is now undervalued. I already have a few shares and will buy more this week.
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations!
Shares of Daimler Truck $DTG.DE-5.9% fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order...
Read more
Zobrazit další komentáře
Interesting business, but it's hard to say if such a company has great potential or not.
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHR-3.7%focused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
Why is Archer Aviation stock rocketing?
Aircraft eVTOL technology
-...
Read more
Zobrazit další komentáře
The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ2.0% has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
Verizon
VZRead more
Zobrazit další komentáře
I've never been very interested in this industry. The dividend is great, but that's about it.
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA-2.9% and $AMZN-9.0%.
What do you think of $ULTA-3.9%? Why do you...
Read more
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There are much better companies in this sector and I would rather focus on $RMS.PA.-3.6%