Earnings season is still going on and some interesting companies will report results this week. I will be most interested in the results of $JD-2.0%, $BABA-1.3% and $WMT0.9%.
Which companies' results will you be interested in?
🎮 Electronic Arts: Strong quarter thanks to sports, The Sims and the new Split Fiction. Growth outlook overshadows Apex Legends slump.
Electronic Arts $EA is a video game company, best known as the publisher of popular video game franchises such as FIFA, The Sims, Battlefield and Need for Speed. The company is one of the largest game publishers in the world and focuses on... Read more
For me, it would definitely be $AMZN-1.1%, $TTD1.5% and $NVO-0.4%. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.
Shares of $CRWD-1.4% are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.
Will you be overbought on$CRWD-1.4%stock , or do you think it's getting expensive?
🧠 Arm surprised by the numbers but disappointed by the outlook! Arm Holdings $ARM0.9% ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the... Read more
🚗 Ford suspends outlook for 2025! Ford Motor Company $F0.1% beat Wall Street expectations for Q1 2025, but still suspended its financial outlook for the full year. The main reason is the expected impact of the new $2.5 billion tariffs that went into effect in early April. While the company plans to offset approximately $1 billion through operational measures and cost optimization,... Read more
Investors, how did you get into investing? What was the first step that led you to it?
I first got interested in investing when I was listening to a podcast about the S&P 500. I then started investing regularly using the DCA method in ETFs, got hooked, and later switched to individual stocks.
🎬 Disney brings the magic to life. Q2 2025 results surprised with strength across segments!
The Walt Disney Company $DIS reported very solid resultsin its second fiscal quarter 2025. Despite a turbulent media market and high costs in the sports segment, the company was able to accelerate growth across all major divisions.
The stock had me in the portfolio for a while but after some time I sold. I don't see that much potential in it anymore and the company has a lot of competition.
Rivian's results were quite good and exceeded expectations. The company is still not profitable, but it strikes me as a great company with a lot of potential. I probably wouldn't take a big position, but I'd probably buy a few shares.
Are you familiar with Rivian? Do you have shares of $RIVN2.8% in your portfolio?
Philip Morris - shares on the rise thanks to move beyond conventional cigarettes
Stock Growth: Philip Morris International $PM-0.5% has gained +86% over the past 12 months, largely due to a strategic shift toward alternative nicotine products.
Key growth drivers:
IQOS (heated tobacco) - growing rapidly in global markets.
Zyn (nicotine sachets) - becoming the market leader in oral... Read more
🥩 Tyson Foods: strong quarter despite market pressure! Tyson Foods $TSN-0.7% reported fiscal Q2 2025 results and confirmed that even in an environment of high market uncertainty, solid numbers can be achieved. Although the macroeconomic environment (tariffs, costs, consumer behavior) remains turbulent, Tyson delivered its fourth consecutive quarter of growth across key metrics.
Recently I have been thinking about adding some Chinese stocks to my portfolio. So far I have only bought $BABA-1.3% and have $BIDU-1.7% and $BY6.F-1.5% on my watchlist .
The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD1.5% or $AMZN-1.1%, but I'm getting more cautious and accumulating cash.
I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG-1.8%$AMZN-1.1%$NVDA0.9%. I see, as with you Luky, one more time then $TTD1.5% was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".
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Hi, do you know of any companies that are similar to 3M $MMM0.2%? Preferably outside the US. Thanks!
3M
MMMZobrazit další komentáře
I sold 3M last year because of the lawsuits and debt, but the stock has gone up a lot since then😂
Earnings season is still going on and some interesting companies will report results this week. I will be most interested in the results of $JD-2.0%, $BABA-1.3% and $WMT0.9%.
Which companies' results will you be interested in?
Zobrazit další komentáře
The most interesting were probably $BABA-1.3% and $WMT0.9%.
🎮 Electronic Arts: Strong quarter thanks to sports, The Sims and the new Split Fiction. Growth outlook overshadows Apex Legends slump.
Electronic Arts $EA is a video game company, best known as the publisher of popular video game franchises such as FIFA, The Sims, Battlefield and Need for Speed. The company is one of the largest game publishers in the world and focuses on...
Read more
Zobrazit další komentáře
So far I have $TTWO0.4%, $CDR0.1% on my watchlist and other stocks I'm not that interested in.
Which stock have you bought most often recently?
For me, it would definitely be $AMZN-1.1%, $TTD1.5% and $NVO-0.4%. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.
Zobrazit další komentáře
I've been buying mostly $AMD-0.2% now, and a month ago I established a position in $SOFI6.4%.
Shares of $CRWD-1.4% are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.
Will you be overbought on$CRWD-1.4%stock , or do you think it's getting expensive?
CrowdStrike
CRWDZobrazit další komentáře
I haven't bought yet, but I have $PANW-1.1% stock on my watchlist.
🧠 Arm surprised by the numbers but disappointed by the outlook!
Arm Holdings $ARM0.9% ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the...
Read more
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One of the bigger companies, but uninteresting to me at the moment.
🚗 Ford suspends outlook for 2025!
Ford Motor Company $F0.1% beat Wall Street expectations for Q1 2025, but still suspended its financial outlook for the full year. The main reason is the expected impact of the new $2.5 billion tariffs that went into effect in early April. While the company plans to offset approximately $1 billion through operational measures and cost optimization,...
Read more
Zobrazit další komentáře
I am currently staying away from this sector and investing in technology stocks.
Investors, how did you get into investing? What was the first step that led you to it?
I first got interested in investing when I was listening to a podcast about the S&P 500. I then started investing regularly using the DCA method in ETFs, got hooked, and later switched to individual stocks.
🎬 Disney brings the magic to life. Q2 2025 results surprised with strength across segments!
The Walt Disney Company $DIS reported very solid resultsin its second fiscal quarter 2025. Despite a turbulent media market and high costs in the sports segment, the company was able to accelerate growth across all major divisions.
Disney
DISRead more
Zobrazit další komentáře
The stock had me in the portfolio for a while but after some time I sold. I don't see that much potential in it anymore and the company has a lot of competition.
Rivian's results were quite good and exceeded expectations. The company is still not profitable, but it strikes me as a great company with a lot of potential. I probably wouldn't take a big position, but I'd probably buy a few shares.
Are you familiar with Rivian? Do you have shares of $RIVN2.8% in your portfolio?
Rivian
RIVNZobrazit další komentáře
Those financial statements don't look good and I probably don't want to buy stock in a company that is losing money.
Philip Morris - shares on the rise thanks to move beyond conventional cigarettes
Read more
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If I wanted to invest in a company like that, I'd rather choose $MO0.8%. The performance is better and I like the business better too.
🥩 Tyson Foods: strong quarter despite market pressure!
Tyson Foods $TSN-0.7% reported fiscal Q2 2025 results and confirmed that even in an environment of high market uncertainty, solid numbers can be achieved. Although the macroeconomic environment (tariffs, costs, consumer behavior) remains turbulent, Tyson delivered its fourth consecutive quarter of growth across key metrics.
Tyson Foods, Inc.
TSNRead more
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I'm not too impressed either, and those duties can probably cause them a lot of problems.
Which Chinese stocks do you find interesting?
Recently I have been thinking about adding some Chinese stocks to my portfolio. So far I have only bought $BABA-1.3% and have $BIDU-1.7% and $BY6.F-1.5% on my watchlist .
Zobrazit další komentáře
I only have BYD for now, but I'd definitely like to add some Chinese stocks.
EQT Corporation and natural gas
Background Information:
Current development and performance:
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I'm still wondering what company in this industry to add to my portfolio, so I'm adding to the watchlist.
what's your strategy now?
The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD1.5% or $AMZN-1.1%, but I'm getting more cautious and accumulating cash.
Zobrazit další komentáře
I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG-1.8% $AMZN-1.1% $NVDA0.9%. I see, as with you Luky, one more time then $TTD1.5% was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".