There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
🗓️ Investment Outlook of the Week! This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday Results before the markets open: Ryanair $RYAOF0.0% - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel... Read more
I read a few days ago that China is considering lifting some tariffs on solar panels and other such equipment. (It may have already happened, I'm not sure). So are you considering buying up stocks like $FSLR-0.2%, $ENPH4.2% and others? It could be a positive catalyst for further growth.
Does anyone have $CAVA-0.4%stock in their portfolio or on their watchlist ?
I added them to my portfolio a while ago and I think they have decent potential. The company focuses on modern Mediterranean cuisine. It currently operates 382 restaurants and aims to reach 1,000 locations by 2032. Overall the company is doing great and financially they are doing well too.
🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders! Cisco $CSCO0.8% delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The... Read more
I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.
🚜Deere & Co: Solid cost management helps in tough times! Deere & Company $DE, the global leader in agricultural equipment, has proven that even in an uncertain environment, it is possible to exceed market expectations. In the second quarter, the company delivered better numbers than analysts had estimated, but lowered the lower end of its annual profit outlook. Shares responded... Read more
Which stock have you made the biggest profit on so far since the last downturn?
The correction didn't last too long after all, and the stock has rallied significantly this week. Some stocks are already in the black YTD. I'm most pleased with $TTD, $SOFI and $PLTRso far .
🛩️ Boeing closes the largest contract in its history! American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.
The deal is the result of a focused diplomatic... Read more
Hello, investors! How are you doing in the energy sector? Are you keeping an eye on what guidance OPEC is going to issue in terms of further production? Do you take this into account in any way in your share purchases?
Alternatively, which of the three do you think is currently interesting in terms of price x potential - $CVX, $DVN, $OXY.
NVIDIA and AMD have won huge contracts from Saudi Arabia. Both companies will now work with local AI company HUMAIN. Shares of $NVDA gained 6% and $AMD gained 4% following the news . We'll see how this helps the companies, but it strikes me as great news and I'm glad I bought AMD stock below $100.
What do you think of this collaboration? Do you have shares of $NVDA or $AMD in... Read more
So cooperation is great. I'm happy for these two companies too, we'll just have to see what the tariffs are, they're easing up but I'm sure there will be some, I guess in the long run it doesn't matter. :) I'm more loaded in $AMD, $NVDA added just a little but still some nice profit I'm already making. :))
There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
How do you seet...
Read more
Zobrazit další komentáře
Under that $300, it creates quite an interesting opportunity and I will be buying gradually.
🗓️ Investment Outlook of the Week!
This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday
Results before the markets open:
Ryanair $RYAOF0.0% - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel...
Read more
Zobrazit další komentáře
I'll keep an eye on that Google conference and see how PMI turns out.
The results season is slowly coming to an end, but this week will be interesting. I'll be watching the results of $PANW-1.1%, $TGT0.1% and $BIDU-1.7%.
Which companies' results will you be interested in?
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I'll keep an eye on $TGT, $BIDU and $LOW.
I read a few days ago that China is considering lifting some tariffs on solar panels and other such equipment. (It may have already happened, I'm not sure). So are you considering buying up stocks like $FSLR-0.2%, $ENPH4.2% and others? It could be a positive catalyst for further growth.
Zobrazit další komentáře
I wouldn't want to take a long position in this, but the potential is quite great.
Does anyone have $CAVA-0.4%stock in their portfolio or on their watchlist ?
I added them to my portfolio a while ago and I think they have decent potential. The company focuses on modern Mediterranean cuisine. It currently operates 382 restaurants and aims to reach 1,000 locations by 2032. Overall the company is doing great and financially they are doing well too.
Zobrazit další komentáře
So far I have $MCD-0.9% from this sector and I am satisfied. However, this may be quite a competition.
🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders!
Cisco $CSCO0.8% delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The...
Read more
Zobrazit další komentáře
I have only $CRWD from this industry so far and I am happy. The stock is rising nicely and I probably won't add another share.
What do you think of the $BABAresults ?
I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.
Zobrazit další komentáře
I don't invest in China because it's too big a risk for me. Plus, stocks are pretty expensive right now.
🚜Deere & Co: Solid cost management helps in tough times!
Deere & Company $DE, the global leader in agricultural equipment, has proven that even in an uncertain environment, it is possible to exceed market expectations. In the second quarter, the company delivered better numbers than analysts had estimated, but lowered the lower end of its annual profit outlook. Shares responded...
Read more
Zobrazit další komentáře
I have the company on my watchlist, but the valuation is high and maybe the stock could fall due to tariffs.
Aspen - return to the stock exchange in the form of an IPO
IPO Facts:
Analysis and Commentary:
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I never invest in IPOs and I have $MET and $ALV.DE on my watchlist from this sector so far.
Which stock have you made the biggest profit on so far since the last downturn?
The correction didn't last too long after all, and the stock has rallied significantly this week. Some stocks are already in the black YTD. I'm most pleased with $TTD, $SOFI and $PLTRso far .
Zobrazit další komentáře
It's definitely tech stocks like $AMD, $GOOD and $SOFI. So far, it looks like that growth will continue.
🛩️ Boeing closes the largest contract in its history!
American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.
The deal is the result of a focused diplomatic...
Read more
Zobrazit další komentáře
It can probably help the company and I'll definitely be watching, but I'm definitely not buying the stock.
DigitalOcean - Undervalued stock?
Key points:
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For me, it's too much speculation, and as far as the cloud goes, I have $GOOG in my portfolio.
Hello, investors! How are you doing in the energy sector? Are you keeping an eye on what guidance OPEC is going to issue in terms of further production? Do you take this into account in any way in your share purchases?
Alternatively, which of the three do you think is currently interesting in terms of price x potential - $CVX, $DVN, $OXY.
Zobrazit další komentáře
I have $CVX in my portfolio and I am quite satisfied. It's a stable stock and I'm getting a nice dividend on a regular basis.
NVIDIA and AMD have won huge contracts from Saudi Arabia. Both companies will now work with local AI company HUMAIN. Shares of $NVDA gained 6% and $AMD gained 4% following the news . We'll see how this helps the companies, but it strikes me as great news and I'm glad I bought AMD stock below $100.
What do you think of this collaboration? Do you have shares of $NVDA or $AMD in...
Read more
Zobrazit další komentáře
So cooperation is great. I'm happy for these two companies too, we'll just have to see what the tariffs are, they're easing up but I'm sure there will be some, I guess in the long run it doesn't matter. :) I'm more loaded in $AMD, $NVDA added just a little but still some nice profit I'm already making. :))
Coinbase -and its way to the SP500 elsewhere
Key Facts:
Implications of inclusion in the index:
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I had the stock in my portfolio, but then I sold it and moved the money into $BTCUSD.