VeriSign: The stealth winner in Buffett's portfolio
VeriSign stock $VRSN are up more than 21% this year, making it Berkshire Hathaway's best-performing U.S. investment. With growth of more than 32% over the past 12 months, the firm is showing that its stable business model, high margins and removal of regulatory risk are delivering attractive returns to investors.
It's probably not that interesting to me, but Buffett has clearly succeeded in this investment and it's very likely that the stock will continue to rise for some time.
🎮 Ubisoft establishes new division - Tencent invests $1.25 billion.
Ubisoft $UBI.PA1.3%, a traditional French video game player, is entering a new chapter. It is setting up a subsidiary that will cover its biggest and most profitable brands - Assassin's Creed, Far Cry and Tom Clancy's Rainbow Six. But it's not just an internal restructuring. Chinese giant Tencent $TCEHY is stepping... Read more
Do you think the end of Musk at DOGE will be a positive for Tesla $TSLA? Or is the 32% YTD decline a reflection of investor distrust, given tariffs, sales, potential price increases and further margin compression?
Let's see how the stock reacts tomorrow and if anything changes. But if Musk really does leave DOGE and start focusing on his companies, the stock should rise again.
That Google is sinking pretty good. On Friday, the stock was down 4% and the price was down to $156. That's an 18% drop this year alone, but fortunately the fundamentals haven't changed, which I see as a great opportunity, so I'll be overbought.
What do you think of the current valuation of $GOOG? Are you overbought?
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North... Read more
Do you address moral considerations and ethics when investing in stocks?
Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO or $LMT0.7%... Read more
🚗 Car rental companies Hertz and Avis significantly strengthen after the announcement of the tariffs! In a world where any economic measure can rewrite the investment mood, one interesting twist has emerged: car rental companies Hertz $HTZ and Avis $CAR, which have long been under market pressure, have risen sharply in recent days.
This is due to President Trump 's announced... Read more
The car companies are making a terrible loss on this now, and BMW, for example, is burning money, but these aforementioned companies could easily make a profit.
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DEin my portfolio, but I don't and won't invest in $VOW3.DE.
📈 Cintas surprises the market: strong results and new record in margins! Cintas Corporation $CTAS is an American company providing uniforms, mats, mops, hygiene supplies, fire extinguishers and a variety of other products. This company is now confirming its position as one of the most stable players in the market. The results for the third fiscal quarter of 2025 exceeded market... Read more
Recently, the stock indices have finally fallen significantly. I recently bought $CNDX.L and I'm thinking about maybe buying some India and China focused ETFs as well.
Hedge funds are increasingly betting against stocks, with Nvidia $NVDA, Advanced Micro Devices $AMD and Tesla $TSLA their three largest short positions, a Morgan Stanley report showed Thursday.
📉 📉 GameStop, how is this former game-changing meme stock doing in 2021? Video game and electronics retailer GameStop $GME reported results for Q4 of fiscal year 2024. They showed us that the company can surprise, even if the numbers disappointed at first glance.
VeriSign: The stealth winner in Buffett's portfolio
VeriSign stock $VRSN are up more than 21% this year, making it Berkshire Hathaway's best-performing U.S. investment. With growth of more than 32% over the past 12 months, the firm is showing that its stable business model, high margins and removal of regulatory risk are delivering attractive returns to investors.
A stable...
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It's probably not that interesting to me, but Buffett has clearly succeeded in this investment and it's very likely that the stock will continue to rise for some time.
🎮 Ubisoft establishes new division - Tencent invests $1.25 billion.
Ubisoft $UBI.PA1.3%, a traditional French video game player, is entering a new chapter. It is setting up a subsidiary that will cover its biggest and most profitable brands - Assassin's Creed, Far Cry and Tom Clancy's Rainbow Six. But it's not just an internal restructuring. Chinese giant Tencent $TCEHY is stepping...
Read more
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So far, only $TCEHY and $CDR.WA have caught my eye from this sector.
Do you think the end of Musk at DOGE will be a positive for Tesla $TSLA? Or is the 32% YTD decline a reflection of investor distrust, given tariffs, sales, potential price increases and further margin compression?
Read more
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Let's see how the stock reacts tomorrow and if anything changes. But if Musk really does leave DOGE and start focusing on his companies, the stock should rise again.
That Google is sinking pretty good. On Friday, the stock was down 4% and the price was down to $156. That's an 18% drop this year alone, but fortunately the fundamentals haven't changed, which I see as a great opportunity, so I'll be overbought.
What do you think of the current valuation of $GOOG? Are you overbought?
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Great business and with a P/E of 20 it's really cheap. We'll see what the stock reaction is tomorrow.
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
Energy Transfer's key growth drivers:
Strong...
Read more
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As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday
ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
Job...
Read more
Zobrazit další komentáře
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North...
Read more
Zobrazit další komentáře
It's definitely one of the best companies, but I'm currently looking more at $BAESF.
Do you address moral considerations and ethics when investing in stocks?
Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO or $LMT0.7%...
Read more
Zobrazit další komentáře
I don't care either.
🚗 Car rental companies Hertz and Avis significantly strengthen after the announcement of the tariffs!
In a world where any economic measure can rewrite the investment mood, one interesting twist has emerged: car rental companies Hertz $HTZ and Avis $CAR, which have long been under market pressure, have risen sharply in recent days.
This is due to President Trump 's announced...
Read more
Zobrazit další komentáře
The car companies are making a terrible loss on this now, and BMW, for example, is burning money, but these aforementioned companies could easily make a profit.
What do you think about $VOW3.DEstock ?
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DEin my portfolio, but I don't and won't invest in $VOW3.DE.
Zobrazit další komentáře
The European car companies are not in the best situation right now, but when things calm down again, these companies could prosper again.
📈 Cintas surprises the market: strong results and new record in margins!
Cintas Corporation $CTAS is an American company providing uniforms, mats, mops, hygiene supplies, fire extinguishers and a variety of other products. This company is now confirming its position as one of the most stable players in the market. The results for the third fiscal quarter of 2025 exceeded market...
Read more
Zobrazit další komentáře
The closest thing I have to this company in my portfolio is $MMM stock and so far I'm happy .
Apple faces challenges with iPhone upgrades
-Lack of innovation: $AAPL is having trouble convincing consumers to upgrade iPhones because new innovations are not appearing.
- Delays in Siri updates: Siri updates with artificial intelligence features are delayed, reducing hopes for increased sales.
- Longer device life: The average age of iPhones has increased, suggesting slower...
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Unfortunately, this is all true, but I still hold the stock and I certainly won't be selling.
Recently, the stock indices have finally fallen significantly. I recently bought $CNDX.L and I'm thinking about maybe buying some India and China focused ETFs as well.
What ETFs besides the SP500 do you invest in?
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I also have only purchased $CNDX.L, but for retirement I would like to include some ETFs that contain high dividend stocks in my portfolio.
Hedge funds are increasingly betting against stocks, with Nvidia $NVDA, Advanced Micro Devices $AMD and Tesla $TSLA their three largest short positions, a Morgan Stanley report showed Thursday.
Read more
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Well I'm buying both $AMD and $TSLA now, so we'll see😂
📉 📉 GameStop, how is this former game-changing meme stock doing in 2021?
Video game and electronics retailer GameStop $GME reported results for Q4 of fiscal year 2024. They showed us that the company can surprise, even if the numbers disappointed at first glance.
Read more
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I only ever look at this company when they have results. I recommend the miniseries on Netflix about Gamestop.