Bulios Welcome to Bulios! Unique investing platform combining exclusive content and community. https://bulios.com/ en bulios-article-153728 Tue, 30 Apr 2024 23:10:05 +0200

You may have noticed that last week Volkswagen revealed a concept of the new ID. CODE? This model, which will be produced for China, has a rather bold design - I like it a lot.
What do you think of it?

]]> https://bulios.com/status/153728 Rickie Reeve bulios-article-153715 Tue, 30 Apr 2024 20:10:06 +0200 7 companies that have increased their dividend for more than 10 consecutive years

Seven companies in sectors ranging from luxury goods and healthcare to sports retail and technology services, all with excellent 10-year dividend growth and strong cash flow. These companies are not only weathering economic fluctuations, but are also shaping the future of their industries through innovation and strategic expansions.

Using advanced technology and innovative solutions, they are able to optimize their operations, improve customer experience and maximize efficiency, which contributes to their financial stability and ability to generate increased cash flow. This allows these companies to not only remain competitive, but also to regularly increase dividend payments, providing their shareholders with solid returns.

LVMH $MC.PA

LVMH sells luxury goods and its stock symbolizes strength and stability in turbulent times. With a 10-year compound annual dividend growth rate (CAGR) of 12.5% and a growth free cash flow (FCF) of 13.9% per annum, LVMH is proving that it can provide investors not only with luxury goods but also with luxury returns. The company, which owns brands such as Luis Vuitton, Dior and Dom Perignon, maintains remarkable financial strength and offers dividends that are backed by strong and growing cash flow. This is underpinned by its global reach and constant product innovation that ensures its position at the top of the luxury retail market.

MC.PA

LVMH

MC.PA
€774.40 -€4.80 -0.62%
Capital Structure
Market Cap
385.3B
Enterpr. Val.
417.4B
Valuation
P/E
25.6
P/S
4.5
Dividends
Yield
1.7%
Payout
41.2%

UnitedHealth Group $UNH

UnitedHealth Group excels in Healthcare sector through its outstanding governance and innovative approach to healthcare delivery. The company surpasses the 10% growth mark in sales, earnings and dividends each year, making it one of the most reliable stocks in the healthcare industry. With its expansion of services through Optum and other acquisitions in the home healthcare, UnitedHealth is not only responding to current market needs, but is actively shaping the future of U.S. healthcare. This strategy allows the company to maintain dynamic growth and provide shareholders with stable and growing dividends.

UNH

UnitedHealth

UNH
$483.70 -$5.33 -1.09%
Capital Structure
Market Cap
445.0B
Enterpr. Val.
485.9B
Valuation
P/E
29.5
P/S
1.2
Dividends
Yield
1.6%
Payout
45.3%

Dick's Sporting Goods $DKS

Dick's Sporting Goods has proven its resilience in changing economic times. Although the Sporting retail faces many challenges, Dick's Sporting Goods continues to increase its dividend annually, demonstrating its ability to adapt to changing market conditions. The company has refined its business model, which has enabled it to deliver solid financial results and maintain average annual dividend growth of 27% and FCF of 33%. This strategy may make it an attractive option for investors seeking reliable returns in the retail sector.

DKS

DICK'S Sporting Goods,…

DKS
$200.94 -$4.67 -2.27%
Capital Structure
Market Cap
16.6B
Enterpr. Val.
19.0B
Valuation
P/E
16.5
P/S
1.3
Dividends
Yield
2.0%
Payout
33.6%

Domino's Pizza $DPZ

Domino's Pizza is distinguished by its ability to innovate in a highly competitive industry fast food industry. The company has successfully implemented strategies that maximize efficiency and customer satisfaction, such as supply chain optimization and the development of digital ordering platforms, which have enabled it to maintain high revenue growth and profitability. With almost 20% CAGR dividends and significant FCF growth, Domino's is not only demonstrating its ability to survive in challenging economic conditions, but also to thrive and expand into new markets.

DPZ

Domino's Pizza, Inc.

DPZ
$529.27 $2.14 +0.41%
Capital Structure
Market Cap
18.4B
Enterpr. Val.
23.2B
Valuation
P/E
36.1
P/S
4.1
Dividends
Yield
1.0%
Payout
31.5%

AbbVie $ABBV

AbbVie maintains its dominance in the pharmaceutical industry not only because of its strong product portfolio, but also because of its ability to generate massive amounts of free cash flow to fund its generous dividend payouts. With a 13.9% dividend CAGR and continued FCF growth, AbbVie is considered one of the safest pharmaceutical investment, offering stability and growth in one package. The company is increasingly focused on innovation and developing new drugs that can revolutionize the treatment of various diseases. With its research capabilities and strong pipeline of new products, AbbVie is ideally positioned to continue to deliver exceptional value to its shareholders.

ABBV

AbbVie

ABBV
$162.64 $1.12 +0.69%
Capital Structure
Market Cap
288.0B
Enterpr. Val.
300.6B
Valuation
P/E
48.4
P/S
5.3
Dividends
Yield
4.7%
Payout
131.3%

Automatic Data Processing $ADP

ADP, although less well known, is a pillar in the provision of payroll services with a history of double-digit dividend and FCF growth. The company has demonstrated exceptional financial stability and efficiency, which may make it an excellent choice for investors seeking long-term value and stable returns. ADP is continually evolving to keep pace with the latest technology trends and changing market demands for payroll and HR systems, enabling the company to stay on the cutting edge of innovation in its industry.

ADP

Automatic Data…

ADP
$241.89 -$2.06 -0.84%
Capital Structure
Market Cap
99.4B
Enterpr. Val.
101.6B
Valuation
P/E
28.2
P/S
5.5
Dividends
Yield
2.2%
Payout
58.2%

Home Depot $HD

Home Depot, a leading supplier to home improvement and professional builders, continues a proven tradition of growth and innovation in its industry. With nearly double FCF growth versus its competitor Lowe's and a 17% ten-year dividend growth CAGR, Home Depot may represent a robust option for investors. The company is focused on providing quality products and services that meet the needs of both amateur of both the do-it-yourselfers and professionals. The company is also investing in technologies and services that improve the customer experience, such as online ordering and mobile apps, which allows it to maintain a competitive advantage and support continued growth and development. This strategy and ability to innovate makes Home Depot an exceptional player in the Home Depot.

HD

The Home Depot

HD
$334.22 -$2.58 -0.77%
Capital Structure
Market Cap
331.2B
Enterpr. Val.
379.7B
Valuation
P/E
22.1
P/S
2.2
Dividends
Yield
2.5%
Payout
55.4%

Disclaimer: There is a lot of inspiration to be found on Bulios, however, stock selection and portfolio construction is up to you, so always do a thorough analysis of your own.

Source.

]]> https://bulios.com/status/153715-7-companies-that-have-increased-their-dividend-for-more-than-10-consecutive-years Do Kwik bulios-article-153704 Tue, 30 Apr 2024 19:40:06 +0200

🚗📈 Mercedes-Benz and the important transition to electromobility! 🌱

Company results Mercedes-Benz for the first quarter 2024 reveals a decline in sales, but at the same time shows an increase in the share of electric vehicles.

Mercedes-Benz joins a group of European automotive giants that today reveal their financial results for the first quarter 2024.

MBG.DE

Mercedes-Benz Group AG

MBG.DE
€70.94 -€3.85 -5.15%

Mercedes remains one of Germany's best-known car brands and a leader in luxury cars. The company has been involved in the electrification of the industry and has been expanding its EQ range of electric vehicles , currently offering more than 8 models in different price categories. With an upgraded EQS sedan for 2025 and a new all-electric version of the G-Class, designated as the "G580 with EQ technology", it is making huge strides forward. 🌟

Although the company has seen a slight decline in sales, sales of electric vehicles in the portfolio are still growing, which is an important signal for future goals.

First quarter numbers 2024 shows a drop in profits, but Mercedes still maintains a strong financial position. S EBIT of EUR 3.86 billion and a free cash flow of EUR 2.23 billion is doing quite well. 💰

Despite the current market challenges, the carmaker remains optimistic about its competitiveness and has no plans to engage in a price war. It is the high margins on their cars that are a big bonus. The top-end models will still be the drivers of its success. 💪

Mercedes remains vigilant about the global economic environment, but at the same time confirms its financial targets for 2024.

Another benefit may be a dividend yield of 7,14 %which is well covered, so we can count on interesting future returns.

Shares of Mercedes $MBG.DE and other European manufacturers such as Volkswagen $VOW.DE or Stellantis $STLA are down after the results announcement.

MBG.DE

Mercedes-Benz Group AG

MBG.DE
€70.94 -€3.85 -5.15%
Fair Price: YLH16.93
Ytlnyz: 48.54%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

What do you think about the current stance of European carmakers against Chinese competition?

]]> https://bulios.com/status/153704 Wise investor bulios-article-153680 Tue, 30 Apr 2024 10:00:05 +0200

In addition to $SOFI,$DB stock is down more than 8% after the court ruling (more info in flash news).

Doesanyone have $DBstock in their portfolio and if so, why?

DB

Deutsche Bank

DB
$16.05 -$0.19 -1.17%
]]> https://bulios.com/status/153680 Bill Combs bulios-article-153659 Mon, 29 Apr 2024 21:35:08 +0200

Onsemi beats estimates but lowers outlook! ⚙️

ON Semiconductor $ON is a global leader in semiconductor manufacturing, with an emphasis on power and sensor chips for the automotive, industrial and consumer markets. Their innovative technologies play a key role in megatrends such as vehicle electrification, sustainable energy and industrial automation.

The company had an amazing first quarter profit $1.08 per share on sales of $1.86 billion. That beat analysts' estimates, who were expecting a profit USD 1.04 per share on sales of of $1.85 billion. While still facing a cyclical slowdown in demand, this news is a positive sign.

ON

ON Semiconductor

ON
$70.17 -$0.65 -0.92%

At the same time, however, the company adjusted its outlook for the next period. Onsemi expects earnings per share of 92 cents on sales USD 1.73 billion. Analysts were expecting a profit in the second quarter 1 dollar per share on revenue of $1.82 billion.

The stock is up more than 3% today.

The semiconductor industry is very interesting because it is linked to the megatrends and innovations of our time.

ON

ON Semiconductor

ON
$70.17 -$0.65 -0.92%
Fair Price: $24.81
Xwoolh: 83.74%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

What is your opinion of this company? Do you have any other semiconductor manufacturers in your portfolio?

]]> https://bulios.com/status/153659 Wise investor bulios-article-153645 Mon, 29 Apr 2024 20:05:06 +0200 3 attractive emerging market stocks under $10

These 3 companies, which are offering their shares below the $10 threshold, represent key players in their respective industries. From digital payments and financial technology development in Southeast Asia, to providing advanced testing technologies for the semiconductor industry in the U.S., to innovations in imaging technology in Taiwan, these companies show how effective adaptation and innovation can create new opportunities.

This year, each of these companies has set ambitious goals for expanding their operations and improving their products, and their strategies emphasize the importance of adapting to changing market conditions.

Grab $GRAB

Grab, based in Singapore, has rapidly evolved from a simple ride-sharing service to a large-scale platform providing a wide range of services. Over the years, the company has expanded into eight Southeast Asian countries, including Indonesia, Malaysia and Thailand. With its Grab app, it offers everything from ride and delivery services to financial technology and online payments. In 2020, the company processed more than 1.9 billion transactions, allowing it to consolidate its position.

In 2023, Grab reported a profitable year, indicating the company's improving financial health. Revenues in 2023 reached $2.3 billion, representing 64% growth from the previous year. These results reflect not only a recovery from the pandemic downturn, but also the company's successful adaptation to changing market conditions.

GRAB

Grab Holdings Limited

GRAB
$3.50 $0.00

The company plans to expand its digital payments and financial technology services, which should support further growth and increase market share. With these plans and continued expansion into new markets, Grab is ideally positioned to maintain leadership position in Southeast Asia's digital economy. This strategic direction should bring valuable opportunities for investors and support the Company's long-term growth.

InTest Corporation $INTT

Headquartered in the United States, InTest Corporation is a major player in the testing and measurement technologies for the semiconductor industry. Since its founding in 1981, the company has specialized in the manufacture and sale of test equipment that is critical to semiconductor manufacturing. Over the past decade, InTest has demonstrated robust financial performance with revenue growth that has reached 181 %, while the average growth rate of the S&P 500 index was 167%. This performance is a testament to its resilience and ability to adapt to a rapidly changing technology market.

In 2020, despite the challenges associated with the global COVID-19 pandemic, InTest maintained stable financial results and was able to maintain positive free cash flow. In 2023, the company reported revenues of $123 million and net income of 9.3 million dollars, an increase of 10% from the previous year. These results reflect strong business fundamentals and effective cost management, which allowed the company to manage market uncertainties better than many other companies in the same sector.

INTT

inTEST Corporation

INTT
$11.27 -$0.68 -5.69%

The company plans to invest in the development of new technologies that could improve semiconductor testing, with the aim of increasing market share and strengthening its competitive position. These investments are expected to lead to an increase in sales of 10 to 15 % in the coming year. This strategy emphasises a focus on innovation and growth, which should attract the attention of investors looking for stable yet growth opportunities in the high-tech sector.

Himax Technologies $HIMX

Himax Technologies, headquartered in Taiwan, is a major player in the semiconductor technology sector, specializing in image signal processing and display technologies. The company has quickly become a key supplier to many consumer electronics manufacturers worldwide. In 2023, Himax reported weaker results. However, it is expected strong demand for displays and image sensors.

For the past two years, the company's have been underperformingbut in 2021, Himax posted an impressive financial performance, resulting in solid profit margins and beating analysts' expectations. In the fourth quarter of 2021, the company posted earnings per share (EPS) of 18 cents, beating analyst estimates by 10 cents. The quarter also saw revenue increase by 48% compared to the same period last year, reaching a total of $365 million. This growth trend was driven by product line innovation and customer portfolio expansion. Investors and analysts, however, believe there could be a return to growth.

HIMX

Himax Technologies, Inc.

HIMX
$5.05 -$0.03 -0.59%

For future growth, Himax is emphasizing the development of new technologies and expansion into new applications such as automotive displays and virtual and augmented reality devices. The company is investing heavily in research and development to strengthen its technology capabilities and improve its product offerings. These steps are expected to enable Himax to maintain its competitive advantage and support growth, which should provide an attractive return for investors in the ever-expanding imaging technology industry.

Disclaimer: There is a lot of inspiration to be found on Bulios, but stock selection and portfolio construction is entirely up to you, so always conduct thorough self-analysis.

Source.

]]> https://bulios.com/status/153645-3-attractive-emerging-market-stocks-under-10 Charles Sainsbury bulios-article-153613 Mon, 29 Apr 2024 09:55:53 +0200

How do you see Tesla in the future?

Tesla hasn't had good results at all, but Musk is planning a lot of things and I personally still see potential there and I think it has room to grow. I bought shares of $TSLA a while ago and may buy back in.

TSLA

Tesla

TSLA
$183.28 -$10.77 -5.55%
Target Price
286.71 (+56.43% Upside)
]]> https://bulios.com/status/153613 Bill Combs bulios-article-153591 Sun, 28 Apr 2024 22:10:05 +0200

📊 Investment Calendar 📆

Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.

Monday: I'll only be watching company results.

📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFI and ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logitech $LOGI.

Tuesday: Let's track consumer confidence by Conference Board in April and other important indicators!

📈 Earnings: Tuesday will be full of interesting earnings, before the markets open we'll get earnings fromPayPal $PYPL, 3M $MMM, Coca-Cola $KO, McDonald's $MCD, Eli Lilly $LLY. Tech giants like Amazon $AMZN, AMD $AMD, Super Micro Computer $SMCI, along with Starbucks $SBUX will report results after the markets close.

Wednesday: Let's enjoy the day off by watching important indicators. But keep an eye on theJOLTS (Job Openings and Labor Turnover Survey) in March and other indicators such as ISM Manufacturing and Construction Spending, these data are important to keep track of the current state of the US economy! European stock markets are closed for the Labor Day holiday!

📈Earnings: before the markets open it will be companies, CVS $CVS, Mastercard $MA, Pfizer $PFE. After the markets close Devon Energy $DVN and Qualcomm $QCOM.

Thursday: I'll be watching the changing unemployment trends!

Earnings 📈 Earnings: Before the markets open, I'll be interested in the results of two pharmaceutical companies, Moderna $MRNA and Novo Nordisk $NVO. After the markets finally close, Apple $AAPL, Block $SQ, and Fortinet $FTNT, a company that focuses on cybersecurity , will be next .

Friday: I'll be watching S&P Global US Services PMI that's an indicator for services in United Statesthat provides information on the current state and pace of growth in US.

What will you be watching in the coming week?

]]> https://bulios.com/status/153591 Wise investor bulios-article-153562 Sat, 27 Apr 2024 23:45:05 +0200

📈 PayPal: Future or trap?

PayPal $PYPL, once a market darling, is now struggling and has fallen by more than 75 % from its all-time highs.

PYPL

PayPal

PYPL
$67.92 $0.93 +1.39%

The "PayPal Button" - This symbolic checkout makes up about 1/3 of all transactions and brings in up to 2/3 of gross profit. This segment includes standard solutions "Pay with PayPal", which you see in most online checkouts, as well as cross-border transfers. Due to the huge competition from mobile wallets (Google Pay, Apple Pay), it is unfortunately receding.

Braintree, this 2013 acquisition , handles ~$400 billion in volume annually, but faces strong competition from companies like Stripe and Adyen. However, another nasty competition to PayPal is Mastercard $MA and Visa $V, people around the world pay using their services .

Other activities - 35 % ofPayPal' s volume comes from subsidiaries like Venmo, Xoom, Hyperwallet, Zettle, Honey and others. Given that its total payment volume has grown at a rate over the last 5 years23,5 % per year, it seems to me that the company is valued relatively cheaply.

Indicator P/E is at a level 17which is low for a company like this. The growth in payment volume indirectly reveals its future. The key will be to maintain PayPal in the market against very strong competition. The future depends on how fast PayPal PayPal adapts to the market and how quickly it is able to innovate and innovate! 🚀

PYPL

PayPal

PYPL
$67.92 $0.93 +1.39%
Fair Price: $07.75
Cbmubh: 29.24%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

What's your view on PayPal, does it strike you as an interesting player at current prices, or will the competition phase it out completely?

]]> https://bulios.com/status/153562 Wise investor bulios-article-153545 Sat, 27 Apr 2024 19:50:05 +0200

I see $SNAPstock is up almost 30% since Friday's results.

Doesanyone have $SNAPstock in their portfolio?

SNAP

Snap Inc.

SNAP
$15.05 $0.56 +3.86%
]]> https://bulios.com/status/153545 Bill Combs bulios-article-153511 Fri, 26 Apr 2024 22:20:05 +0200

🌍 The Biden administration is protecting clean energy in the US!

John Podesta, Advisor White House on climate issues, stressed on Tuesday that USA will continue to protect its investments in clean energy, against building excess solar panel manufacturing capacity in China. 💪

According to Podesta it is important to ensure a level playing field around the world and protect investment in domestic green technology production. Biden's administration is considering other steps, including possibly raising tariffs on Chinese electric cars and other goods. 🚗

Biden doesn't want to allow unfair practices to undermine their efforts to decarbonize and protect domestic clean energy production. 🌱

Podesta comments at the summit BNEF v New York came in the wake of recent warnings from the Treasury Secretary Janet Yellen's about excessive investment China in excess solar panel manufacturing capacity that could disrupt the global economy. Currently, U.S. solar panel makers are concerned about a surge in cheaply imported panels that could be subject to new trade issues.

In addition, Podesta has suggested that IRA (Inflation Reduction Act) is intended to encourage investment in new technologies and spur innovation. USA will not allow these investments to be undermined by efforts China to dominate the solar panel market as it did here in Europe.

It is no secret that Biden's the Biden administration is considering the possible introduction of further measures to support domestic solar panel production, which is facing pressure from foreign competition. Podesta has sent a clear signal that Biden's administration will work to ensure that clean energy investment is not undermined and that domestic solar panel production is encouraged, despite pressure from unfair trade practices. China sells its panels below the cost of production and all production is subsidised by the state, making it impossible for such panels to compete on the market.

It will be interesting to see this trade battle between the US and China. Do you have any US solar panel manufacturers? 🌞

]]> https://bulios.com/status/153511 Wise investor bulios-article-153493 Fri, 26 Apr 2024 17:00:06 +0200

On Holding: Crossing borders in footwear and apparel

- On Holding $ONONisa Swiss manufacturer of sports footwear and apparel with innovative patented CloudTec cushions.

- Withsupport from athletes such as Nicola Spirig and Roger Federer,$ONONDhas established itself in the Swiss market and is now expanding into the US and China.

- The company's revenue is up 47% and adjusted EBITDA is up 68% in 2023.

- The company's sales are expected to grow at a 26% rate through 2026, which would double its annual revenue to 3.6 billion Swiss francs ($3.9 billion).

- Shares in $ONON are trading at just four times this year's revenue, offering an attractive investment opportunity.

- If the company achieves its growth targets, it could see a fourfold increase in revenue and a one-fifth increase in profits by the end of the decade.

Are you interested in On Holding, its business and would you consider adding it to your portfolio?

ONON

On Holding AG

ONON
$31.75 -$0.86 -2.64%
Fair Price: $17.03
Sszzkppy: 18.06%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black
]]> https://bulios.com/status/153493 Do Kwik bulios-article-153469 Fri, 26 Apr 2024 11:30:06 +0200

Investors, what stocks are you currently buying?

I recently overbought $AAPL andtoday I will be overbought$CAT and $CVS.

]]> https://bulios.com/status/153469 Bill Combs bulios-article-153444 Thu, 25 Apr 2024 22:10:05 +0200

⚠️ Unexpected twists and turns in the markets! 🚨

This week we are witnessing an incredible spectacle!

Meta $META former Facebook announced results above analysts expectations but reported a worse outlook. The company's shares are reacting to this today by falling by more than 10 %. On the other hand, there is Tesla $TSLA, which took a beating in the results, but the share price has risen by more than 17 %. As they say, there is always something to learn in the markets, you can have years of experience, but I don't think anyone expected such a move.

Even with the interest rate cuts, things are not looking as rosy as we originally anticipated. Traders have delayed the first rate cut from September to December!

Add to that theUSGDPdata for the first quarter, the increase in 1,6 % falls short of estimates 2,5 % and compared to the previous quarter when the growth rate was 3,4 % these are not good numbers. This growth rate is the lowest since Q22022, so I'm curious to see more data and Powell's take on the whole situation!

TheS&P 500stock index has written off more than in the first few minutes 1 % It has now cut its loss to just 0,46 %.

In a few minutes we will hear results from two tech giants Alphabet $GOOGL and Microsoft $MSFT.

What results do you expect and what direction do you think the markets will take?

]]> https://bulios.com/status/153444 Wise investor bulios-article-153431 Thu, 25 Apr 2024 20:10:06 +0200 The 3 most interesting stocks in the Russell 2000 Index

Three stocks in the Russell 2000 Index have recently shown strong growth and offer attractive opportunities for investors. These companies are characterized by robust performance, innovative business models and stable dividends.

The Russell 2000 Index, consisting of approximately 2,000 small and mid-cap companies, is known for its diversification and broad range of industries. Recently, several companies in this index have stood out due to their solid returns.

Fluor Corporation $FLR

Fluor Corporation is a global engineering and construction company that specializes in complex projects in highly regulated industries, including energy, chemicals, and infrastructure. For the year 2023, the company reported a significant increase in revenue, which increased by 12 % to $15.4 billion. This growth was primarily driven by increased contracts in the energy sector and the use of technological innovations to streamline construction and engineering processes.

During 2023, Fluor initiated several new projects and awarded contracts worth over $14 billion, up 25% from the previous year. Key projects include the development of processing infrastructure natural gas in North America and large-scale construction projects for the pharmaceutical industry in Europe. These new contracts strengthen the company's financial position and increase its potential for future revenue and earnings growth.

FLR

Fluor Corporation

FLR
$40.33 -$0.52 -1.27%

Fluor is also investing heavily in its research and development to implement new technologies that would reduce costs while minimize the environmental impact of their operations. In 2023, the company has allocated $500 million to develop advanced digital tools and automation, resulting in improved efficiency and reduced time and material costs on projects around the world. These initiatives not only enhance the company's competitiveness, but also contribute to its reputation as a leader in innovative and sustainable engineering.

SkyWest Airlines $SKYW

SkyWest Airlines, one of the region's leading Airline in the United States, continues to strengthen its position through effective strategies and the expansion of its fleet. In the last quarter of 2023, the company reported a significant increase in revenue, which totaled $751.7 million, representing 10% year-over-year growth. This growth was primarily the result of increased demand for regional air services and fleet expansion, which now includes over 500 aircraftwith plans to add 20 new Embraer E175 aircraft by the end of the year.

SkyWest is also investing heavily in upgrading its fleet and improving customer service. In the last year, the company has invested approximately 600 million dollars in new aircraft purchases and technology improvements, including cabin upgrades and the introduction of advanced onboard systems. These steps not only improve comfort for passengers, but also increase fuel efficiency and reduce operating costs, contributing to the company's overall sustainability.

SKYW

SkyWest, Inc.

SKYW
$73.04 -$1.95 -2.60%

These changes are the result of increased efficiency. In addition, SkyWest continues to paying dividendswhich reinforces investor confidence and confirms its commitment to delivering value to its shareholders. These positive dynamics may make SkyWest an attractive option for investors seeking stable returns in the airline industry.

Kite Realty Group $KRG

Kite Realty Group, a leading real estate investment trust (REIT), specializing in Commercial real estate, is showing strong financial performance in its segment. In 2023, the company reported moderate revenue growth of $827 million, a 2% increase from the previous year. This growth was supported by portfolio expansion and improved occupancy of their properties, which currently stands at 95%, a significant improvement from 92% in 2022.

Kite Realty is also actively working to diversify its portfolio through strategic acquisitions and development. In 2023, it invested in the purchase of three additional shopping centers in strategic locations, contributing to a total investment in excess of $200 million. These new acquisitions not only strengthen its market position, but also increase the value of its portfolio, which now includes more than 200 properties with a total leasable area in excess of 30 million square feet.

KRG

Kite Realty Group Trust

KRG
$21.80 $0.10 +0.46%

Kite Realty Group's financial strategy is focused on sustainable growth and maximizing returns for its shareholders. In 2023, the company announced an increase in its quarterly dividend to $0.27 per share, representing an annual increase of 8%. This move demonstrates management's confidence in its stable cash flow and its ability to generate revenue even in a volatile economic environment. This regular dividend increase is a testament to Kite Realty's commitment to providing attractive returns to its shareholders.

Disclaimer: There is a lot of inspiration to be found on Bulios, but stock selection and portfolio construction is up to you, so always conduct a thorough analysis of your own.

Source.

]]> https://bulios.com/status/153431-the-3-most-interesting-stocks-in-the-russell-2000-index Jamie Cameron bulios-article-153419 Thu, 25 Apr 2024 18:05:05 +0200

Coupang: Korean Amazon on the road to growth

- Coupang $CPNG is Korea's leading online retailer that has successfully applied a strategy similar to Amazon.

-$CPNG offers a wide selection of goods including groceries and can deliver goods within hours thanks to its Wow membership program.

- The number of Wow members grew by 27% last year to 14 million.

- The Korean market is smaller than Amazon's but still growing; it is expected to reach $563 billion by 2027.

- Last year, Coupang $CPNG saw revenue growth of 18% and management expects further double-digit growth in 2024.

- The stock trades at a fair valuation of 1.63 times trailing earnings, offering an opportunity for growth.

Are you interested in Coupang's potential and would you consider it as an investment in your portfolios?

CPNG

Coupang, Inc.

CPNG
$22.50 -$0.60 -2.60%
Fair Price: $53.80
Ycqxuwng: 85.90%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black
]]> https://bulios.com/status/153419 Jessie Ramsdale bulios-article-153391 Thu, 25 Apr 2024 09:50:06 +0200

Microsoft and Google will report the results today. I only have $GOOGstock in my portfolio for now , but when $MSFT is at a lower price, I'd like to buy.

Which company do you see more potential in and do you have their stock in your portfolio?

]]> https://bulios.com/status/153391 Bill Combs bulios-article-153370 Wed, 24 Apr 2024 21:40:06 +0200

The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components and defeat Beijing in the battle for technological superiority.

MU

Micron Technology

MU
$112.96 -$1.40 -1.22%

Manufacturing stimulus bills are already underway, including a giant $6.5 billiongrant to Micron Technology $MU, as well as other funding for Intel $INTC or Taiwan Semiconductor Manufacturing $TSM. Butthe US is just getting started with R&D funding, which could be crucial for the future of the semiconductor industry.

US wants to ease access to chip design to attract new technical strength. It is very important not to neglect R&D funding in favour of other areas such as artificial intelligence.

At the same time, there are questions about funding and access to research. Various organisations have warned that it is not right for the new guidelines to allow the federal government to take patents developed with taxpayer money and license those inventions to another entity.

The road to maintaining U.S. leadership in the chip industry is fraught with challenges.

How do you see the current US vs. China technology battle?

What do you think about the TikTok ban?

]]> https://bulios.com/status/153370 Wise investor bulios-article-153354 Wed, 24 Apr 2024 20:30:06 +0200 3 dividend stocks that have the potential to outperform the S&P 500

The U.S. stock market remains buoyant despite economic challenges such as inflation and geopolitical uncertainties. Indexes such as the S&P 500 and Wilshire 5000 are reporting significant annual gains, which has led to downward pressure on dividend yields, making many stocks appear overvalued.

Still, there remain stocks in the market with above-average dividends and favorable valuations that are worthy of consideration. All three stocks may represent attractive investment opportunities with significant potential for dividend yield and capital growth.

Bank OZK $OZK

Bank OZK, founded in 1903, is one of the region's leading banks in the United States. Over the past few years, Bank OZK has shown steady growth, as evidenced by recent financial results. In 2023, the bank announced that its total loans and deposits increased by 27%, an indication of strong demand growth and customer confidence. In addition, the bank's net interest income increased by 11% compared to the previous year, highlighting its ability to effectively manage interest margins in a challenging economic environment.

Bank OZK's dividend policy is another key element. The Bank maintains a strong balance sheet that allows it to regularly increase its dividend, which has already amounted to more than 54 quarters consecutive quarters. At the beginning of 2024, the Bank announced another quarterly dividend increase to 38 cents per share, a 2.7% increase over the previous quarter and an annual increase of 11,8 %. This consistent dividend growth is a reflection of its sustained financial performance and strategy focused on maximizing shareholder value.

OZK

Bank OZK

OZK
$44.65 -$1.20 -2.62%

OZK Bank is also investing in expanding its operations and technological innovationto remain competitive in an increasingly digitalised banking environment. The recent launch of new technology platforms and digital banking tools makes it easier for its customers to access financial services and improves the user experience. This technological modernization should support the bank's further growth and strengthen its market position.

Sonoco Products $SON

Sonoco Products is a globally recognized leader in Packaging and industrial products, delivering innovative solutions to its customers for more than for over a century. Founded in 1899, the company reported sales of nearly $7 billion last year, confirming its strong position. Sonoco specializes in a wide range of products, from consumer packaging to industrial applications, and its products are used in a variety of industries including food, pharmaceuticals and construction.

In recent years, Sonoco has maintained solid financial performance with dividend growth that has sustained for 41 years. This puts the company among the dividend aristocrats, a group of companies in the S&P 500 that have increased their dividends every year for at least 25 years. In addition to its robust dividend policy, Sonoco also invests in innovation and sustainability of its products. In 2023, it invested more than $300 million in the development of new technologies and sustainable materials, an intention to strengthen its competitiveness and respond to the growing market demand for eco-friendly packaging solutions.

SON

Sonoco Products Company

SON
$56.05 -$1.21 -2.11%

Sonoco Products' financial health is further supported by its strategic approach to acquisitions and expansion. Over the past decade, Sonoco has made several key acquisitions that have expanded its product portfolio and geographic presence. For example, in 2021, the acquisition of Can Packaging for US$300 million enabled Sonoco to strengthen its position in the European paper packaging market. This strategy not only increases revenues, but also allows Sonoco to diversify its revenue sources and mitigate potential risks associated with market fluctuations.

Bristol-Myers Squibb $BMY

Bristol-Myers Squibb, a major player in the pharmaceutical industry, continues on a proven path of innovation and growth, as reflected in their recent financial results. In the fourth quarter of 2023, the company recorded revenue of 11.48 billion which represents a slight year-over-year increase. This growth was mainly driven by strong sales of their key drugs such as Revlimid, Opdivo and Eliquis, which have maintained high growth rates in global markets. Adjusted earnings per share for the quarter were $1.70, 12 cents above market estimates, although down slightly from $1.82 in the prior year.

BMY

Bristol-Myers Squibb…

BMY
$43.94 -$0.70 -1.57%
Fair Price: $60.92
Tzaalz: 36.55%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

Bristol-Myers Squibb's total annual revenue for 2023 was $45 billion, representing a decline of 2.6% compared to the previous year. This decline is partly due to challenges and patent expirations on some key drugs. However, Bristol-Myers expects to new products and indications for existing drugs that are expected to be approved in the coming years will contribute significantly to a recovery in revenue growth and profitability.

BMY

Bristol-Myers Squibb…

BMY
$43.94 -$0.70 -1.57%

Despite these challenges, Bristol-Myers Squibb remains an attractive investment from a valuation perspective. The company's shares trade at approximately 6.7 times estimated earnings per share for 2024, which is substantially below the average The company also expects adjusted earnings per share for 2024 to be in the range of $7.10 to $7.40, indicating the potential for stable financial performance.

Disclaimer: You will find a lot of inspiration on Bulios, but stock selection and portfolio construction is up to you, so always conduct a thorough analysis of your own.

Source.

]]> https://bulios.com/status/153354-3-dividend-stocks-that-have-the-potential-to-outperform-the-s-p-500 Do Kwik bulios-article-153343 Wed, 24 Apr 2024 20:15:06 +0200

DraftKings : building on success in the fast-growing online betting market

- DraftKings $DKNG is a leading brand in the rapidly growing online sports betting and gambling industry.

-$DKNG's revenue grew 64% in 2023, and with many states not supporting online betting, DraftKings has a long road of growth ahead of it.

- Forecasts show that by 2029, the online casino gaming and sports betting market could reach a value of more than $150 billion.

- DraftKings $DKNG is also creating success by entering new markets, which is fueling profit growth. It is targeting adjusted EBITDA of over $2 billion by 2028.

- The recent acquisition of Jackpocket expands the addressable market by another $100 billion.

- DraftKings shares trade at 54 times forward earnings estimates, while improving profitability is an important catalyst for the stock this year, which could lead to new highs.

A gambling venture, would you be interested in investing in such a company?

DKNG

DraftKings

DKNG
$41.56 -$1.22 -2.85%
Fair Price: $21.12
Qbrfvkqt: 90.53%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black
]]> https://bulios.com/status/153343 Do Kwik bulios-article-153318 Wed, 24 Apr 2024 13:25:05 +0200

I would like to share with you an interesting picture showing the financial cost of maintenance for each car brand. Asian and American brands seem to be the more economical choice compared to European ones.

]]> https://bulios.com/status/153318 Rickie Reeve