LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.
What is your opinion on LVMH? Do you have shares of $MC.PA-2.3% in your portfolio?
🔐 CrowdStrike: Solid growth and strong fundamentals! CrowdStrike $CRWD-1.4%has once again confirmed the huge interest and need for cybersecurity services with its results. In fact, the company entered fiscal year 2026 with double-digit revenue growth, strong subscription growth and record cash flow. These numbers prove that the Falcon platform is in high demand today.
MagisTVApp.io es una excelente plataforma para ver televisión en vivo y contenido multimedia desde cualquier dispositivo, fácil de usar y con gran variedad de canales.
CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.
What do you think of the results? Anyone... Read more
🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence! Healthcare giant UnitedHealth Group $UNH-0.5%is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
I had $O0.1% and $VICI0.0%in my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
💻 Dell announced results, record orders and an interesting outlook! Dell Technologies$DELL0.5% proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Valuation: shares of $STX0.3% trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
Demand for storage will grow with the rise of AI, edge... Read more
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM1.9%, $ORC1.4%, $ARR2.3% and the like.
I like the dividend option. I believe that with enough capital you can live on dividends, but from what I know, you need at least 5 million or more to make a portfolio that will cover your monthly income. Thus, I don't put much into these companies yet. But someday I hope to end my investing life that way. 😄
I'm still buying $AMZN-1.1% and $META-0.2%, and last month I significantly increased my position in $GOOG-1.8%. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
📅 This week's key events! After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a... Read more
Shares of $PLTR1.3% rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more! Marvell Technology $MRVLL7.1%confirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
If you had to pick one car company to invest in, which one would it be?
I might choose $TSLA1.8%, but I see it more as a technology company. For me, the best right now is $BY6.F-1.5%. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet! HP Inc $HPQ-0.5% is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the... Read more
LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.
What is your opinion on LVMH? Do you have shares of $MC.PA-2.3% in your portfolio?
LVMH
MC.PAZobrazit další komentáře
The company has enough problems and the performance is really lousy. From this sector I find interesting especially $RMS.PA.-2.5%
🔐 CrowdStrike: Solid growth and strong fundamentals!
CrowdStrike $CRWD-1.4% has once again confirmed the huge interest and need for cybersecurity services with its results. In fact, the company entered fiscal year 2026 with double-digit revenue growth, strong subscription growth and record cash flow. These numbers prove that the Falcon platform is in high demand today.
CrowdStrike
CRWDRead more
Zobrazit další komentáře
MagisTVApp.io es una excelente plataforma para ver televisión en vivo y contenido multimedia desde cualquier dispositivo, fácil de usar y con gran variedad de canales.
CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.
What do you think of the results? Anyone...
Read more
Zobrazit další komentáře
The results have obviously turned out very well and the company will continue to thrive.
🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence!
Healthcare giant UnitedHealth Group $UNH-0.5% is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
UnitedHealth
UNHRead more
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It's an interesting situation, but I'd rather not have a big position in it.
What do you think about REITs?
I had $O0.1% and $VICI0.0%in my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
Zobrazit další komentáře
It may be fine for a stable portfolio, but I certainly won't be buying this stock.
💻 Dell announced results, record orders and an interesting outlook!
Dell Technologies $DELL0.5% proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Dell
DELLRead more
Zobrazit další komentáře
I had previously considered buying $DELL0.5% or $HPQ-0.5%, but ended up not buying anything.
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Read more
Zobrazit další komentáře
I wouldn't buy for the recommendation, but I'm interested in stocks like this, so thanks for the tip👍.
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM1.9%, $ORC1.4%, $ARR2.3% and the like.
ARMOUR Residential REIT, Inc.
ARRZobrazit další komentáře
I like the dividend option. I believe that with enough capital you can live on dividends, but from what I know, you need at least 5 million or more to make a portfolio that will cover your monthly income. Thus, I don't put much into these companies yet. But someday I hope to end my investing life that way. 😄
Are you still buying any big tech stocks?
I'm still buying $AMZN-1.1% and $META-0.2%, and last month I significantly increased my position in $GOOG-1.8%. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
Zobrazit další komentáře
It still looks cheap to me and I recently bought $NVDA0.9% and $PLTR1.3%.
📅 This week's key events!
After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday
Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a...
Read more
Zobrazit další komentáře
The employment report will be important and there may be some interesting results this week.
Shares of $PLTR1.3% rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
At what price would you overbought$PLTR1.3%?
Palantir
PLTRZobrazit další komentáře
It's still terribly expensive and I think there are better opportunities on the market right now. For me it would be interesting up to around $80.
💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more!
Marvell Technology $MRVLL7.1%confirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
Marvell
MRVLRead more
Zobrazit další komentáře
I only have $AVGO0.8% from this sector so far. It's a stable and quality business, so I don't have to worry about high volatility.
If you had to pick one car company to invest in, which one would it be?
I might choose $TSLA1.8%, but I see it more as a technology company. For me, the best right now is $BY6.F-1.5%. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.
BYD
BY6.FZobrazit další komentáře
I'd probably go with BYD or $RIVN2.8% right now, too. Both car companies are doing great and still have huge potential.
RUBRI: YOUNG COMPANY IN CYBERSECURITY
The $RBRK-2.2%rubric doesn't try to prevent attacks, but provides solutions for data and...
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It's interesting how it works, but I also have the $CRWD-1.4% in my portfolio.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet!
HP Inc $HPQ-0.5% is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the...
Read more
Zobrazit další komentáře
The company is no longer interesting and I would rather buy $DELL0.5%.