🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure! Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the... Read more
Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
Does anyone have $BY6.F-1.5%stock in their portfolio ? If so, what broker do you buy them from?
I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.
New: $NVDA0.9% has introduced NVLink Fusion, a new technology that allows its GPUs to be connected to third-party chips (e.g. CPUs from AMD, Intel or third-party accelerators).
Strategy: This is a significant shift from a closed ecosystem, which:
Increases acceptability for enterprise customers and hyperscalers (AWS, Google Cloud, etc.).
Enables compatibility in heterogeneous data... Read more
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu... Read more
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to... Read more
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll! Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
Generational Trend: A strong shift in the perception of health among Generation Z and millennials - an emphasis on regular exercise, prevention and healthy living.
Brand & Marketing.
Base growth: The company has seen increasing sales per branch (same-store sales growth), a strong signal of a healthy business.
There has been a lot of talk lately about the situation surrounding $UNH-0.5% 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
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure!
Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the...
Read more
Zobrazit další komentáře
Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
VIEW FULL REPORT ACCESS AT: https://www.marketresearchfuture.com/reports/antiscalants-dispersant-market-35012
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
Does anyone have $BY6.F-1.5%stock in their portfolio ? If so, what broker do you buy them from?
I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.
Zobrazit další komentáře
BYD is a great company and currently it still doesn't seem expensive to me and I may increase my position.
Read more
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It's amazing how the company is growing and since April the stock is up maybe 50% 😂
MNTN (IPO): Smart TV advertising star goes public
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu...
Read more
Zobrazit další komentáře
The financials look good and I especially like the news that BlackRock would like their shares.
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to...
Read more
Zobrazit další komentáře
Sometimes it happens that there is not much cash left, but so far I haven't had a problem. I have about 5% in cash.
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll!
Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
Applied Materials
AMATRead more
Zobrazit další komentáře
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
Read more
Zobrazit další komentáře
It's a great company and the numbers look good too. But the problem is the high price. I'd much rather buy after a 20% drop.
There has been a lot of talk lately about the situation surrounding $UNH-0.5% 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 $TGT0.1%, $BIDU-1.7% and $LOW-0.5%.
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.
First Solar
FSLRZobrazit 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.
CAVA Group, Inc.
CAVAZobrazit 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-1.4% 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 $BABA-1.3%results ?
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.
Alibaba
BABAZobrazit 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.