Bulios Welcome to Bulios! Unique investing platform combining exclusive content and community. https://bulios.com/ en bulios-article-190279 Fri, 27 Sep 2024 21:10:03 +0200

🚀 Rolls-royce shares have experienced a huge rise! Will it see further success? 🚀

Rolls-Royce Holdings $RR.L is a British multinational company known to all as a luxury car manufacturer, but the company also specializes in the production of propulsion systems, especially aircraft engines for the civilian and military sectors .

Rolls-Royce focuses on the development of advanced technologies, including hybrid and electric propulsion, and plays a key role in sustainable aviation and energy solutions, with its engines powering aircraft around the world.

The current market price reflects optimistic earnings growth expectations, which the company has not yet met. Forecasts for the year 2027 forecast earnings per share (EPS) of 25.9 pence, which at today's share price of around 525 pence implies a future price to earnings ratio (P/E) around 20,2. While this is a reasonable ratio for an engineering and technology company, it remains a challenge whether Rolls-Royce can live up to these expectations.

RR.L

Rolls-Royce

RR.L
525.00p -1.80p -0.34%

📊 A challenge that cannot be underestimated
In the 2023financial year Rolls-Royce reported earnings per share of 13.75 pence, which at the current share price equates to a P/E ratio of 38.2. This means the company needs to increase its profits by more than 62 %, which is a difficult task. Rolls-Royce has managed to recover from a deep crisis caused by a pandemic, when it had to raise billions of pounds to survive. So it is clear that the company has both the determination and the ability to cope with challenging situations.

🔋Small Modular Reactors (SMRs)
One of the key factors that could contribute significantly to growth Rolls-Royce, is their diversification into small modular reactors (SMR). These nuclear plants, which are built in factories, have the potential to revolutionise the energy sector. Although the first commercial runs of these reactors are not expected until after 2030, by as early as 2030. 2027 the company could have enough orders or interest to see if SMR will play a key role in the future Rolls-Royce.

According to International Atomic Energy Agency the installed capacity of nuclear power could increase by 2025 by 2025 from the current 371 GW to a staggering 890 GW. With electricity demand growing twice as fast as total energy production, new and efficient ways of generating electricity will have to be found. SMR could be the answer the world is looking for. They have the advantage of smaller size, lower construction costs and faster implementation compared to traditional large nuclear power plants.

📈 Huge potential
If predictions come true, further expansion of nuclear power could require up to 1,500 SMR reactors around the world. At the estimated retail price 1 billion dollars for each of these reactors would be worth Rolls-Royce a market with the potential to reach trillions of dollars. And this is not just about selling the reactors themselves, but also long-term contracts for their maintenance, spare parts supply and operational support.

👥 Competition and challenges on the horizon
Of course, the technology has to prove itself first and there are other strong players in the market. Major competitors include a project in the U.S. Wyoming, backed by well-known investors such as Warren Buffett and Bill Gates. Nevertheless, it has Rolls-Royce has one major advantage - it has behind it 118 years history and a functioning business that can generate the cash needed to develop a nuclear programme.

RR.L

Rolls-Royce

RR.L
525.00p -1.80p -0.34%
Fair Price: 980.98p
Xjrlsnid: 18.91%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

However, despite all these positive prospects, I think Rolls-Royce shares are expensive. Still, I will be watching to see how the company fares with their SMR program.

What is your opinion of Rolls-Royce and how do you view small modular reactors?

]]> https://en.bulios.com/status/190279 Wise investor bulios-article-190264 Fri, 27 Sep 2024 16:30:03 +0200

What do you think of the $NIOcar company ?

For quite a long time, their stock was down, but that has recently changed and the stock has risen several tens of percent over the past few months.

It's an interesting company, but I don't invest in China, so I don't want their stock in my portfolio.

NIO

NIO

NIO
$6.52 $0.74 +12.80%
Target Price
35.15 (+439.11% Upside)
]]> https://en.bulios.com/status/190264 Bill Combs bulios-article-190240 Fri, 27 Sep 2024 16:10:24 +0200

Bristol-Myers Squibb's share price is rising following the announcement that the US Food and Drug Administration (FDA) has approved its new schizophrenia drug COBENFY.

]]> https://en.bulios.com/status/190240 David Boulder bulios-article-190202 Fri, 27 Sep 2024 13:55:04 +0200 Chinese firms benefit from new incentives: Alibaba and JD.com set records

The Chinese government recently announced ambitious measures to support the domestic economy, which has been suffering from a prolonged downturn in real estate and weak consumer confidence. These new stimulus measures have significantly impacted tech giants Alibaba, JD.com and Meituan, which have seen their best trading days in years.

These government measures include interest rate cuts, liquidity injections into the banking system and other fiscal steps aimed at reviving the economy.

Shares of Chinese technology firms Alibaba Group $BABA, JD.com $JD and Meituanhave seen surprising gains in recent days as the Chinese government announced a series of stimulus measures to boost the economy. The three firms notched double-digit gains in trading on the Hong Kong bourse, with Meituan and JD.com posting more than 20% gains, while Alibaba improved 15% in two days.

The Chinese government surprised markets with the breadth and scope of its stimulus measures, which include support for the property sector, cash allowances for citizens facing economic hardship and increased social security for unemployed graduates. These measures have brought relief to concerns about high youth unemployment and a debt-laden property market, encouraging the growth of consumer and internet firms.

Share buybacks - Returns for shareholders of Chinese tech giants have outpaced global competition this year, with Alibaba's return reaching more than 8%, more than double that of any firm in the U.S. "Magnificent Seven" index. Although share buybacks initially appeared to be a defensive move in response to stock declines, they, along with new government measures, have contributed to a resurgence of interest in Chinese technology firms.

BABA

Alibaba

BABA
$107.33 $2.26 +2.15%

Major government measures:

China's central bank on Friday cut interest rates and released liquidity into the banking system in an effort to bring economic growth back to projected levels of around 5% for this year. The government is expected to announce further fiscal measures before the start of the week-long holiday on October 1.

According to Reuters, the mega-cities of Shanghai and Shenzhen plan to ease key restrictions on property purchases in the coming weeks, a move already taken by a number of smaller cities in an effort to ease the long-running property market crisis.

In addition, China plans to issue about 2 trillion yuan ($284.43 billion) worth of special sovereign bonds as part of a new fiscal stimulus package that could boost annual output by 0.4%, according to Capital Economics' chief Asia economist Mark Williams.

Deflation and housing market problems:

Despite these measures, the world's second-largest economy is facing severe deflationary pressures caused by a sharp decline in the property market and weak consumer confidence. This situation reveals China's over-reliance on exports, especially in an increasingly tense global trade situation. Recent economic data in recent months has fallen short of expectations, sparking concerns among economists that the growth target is at risk and that a longer-term structural downturn could occur.

The latest wave of stimulus measures includes a 50 basis point reduction in banks' reserve requirement ratios (RRRs), which will release 1 trillion yuan ($142.5 billion) into the banking system. This move was accompanied by a 20 basis point cut in the interest rate on the seven-day reverse repo rate to 1.50%.

Although China's central bank has hinted at the possibility of a further RRR cut later this year, investors are more focused on expected fiscal measures, which are expected to include increased subsidies for consumer goods and support for upgrading corporate equipment.

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 thorough self-analysis.

Reuters Source.

]]> https://en.bulios.com/status/190202-chinese-firms-benefit-from-new-incentives-alibaba-and-jd-com-set-records David Boulder bulios-article-190001 Fri, 27 Sep 2024 07:10:04 +0200 Three dividend stocks that beat inflation and promise long-term growth

Investors will get the latest inflation data today thanks to the PCE (Personal Consumption Expenditures) index. Inflation reached 2.5% in August, meaning prices rose by that amount year-on-year. Although many consumers, especially those with low and middle incomes, are still feeling the effects of inflation, for dividend-focused investors, the current rate of inflation is an opportunity to find investments that outperform inflation.

In this article, we look at three companies that are not only increasing their dividends, but doing so much faster than inflation is rising.

Hershey $HSY

HSY

The Hershey Company

HSY
$193.36 $2.84 +1.49%

Sweet returns for investors - One company worth paying attention to is Hershey, known for its candy. In 2024, Hershey increased its dividend by 15%, from $1.19 to $1.37 per share. This means that even when inflation was over 9%, Hershey was rewarding investors with a yield that beat inflation.

Even though Hershey's stock price has only risen 4.3% in 2024, it is still down 6.3% over the past 12 months. However, Hershey is one of the few food companies to post a positive return in 2024. The negative factor is rising cocoa prices, which is cutting into the company's earnings, but the long-term outlook is still attractive to investors. Despite concerns about the long-term impact of the new GLP-1 drugs on the confectionery industry, Hershey's financials still show revenue growth.

Home Depot $HD

HD

The Home Depot

HD
$399.53 $2.83 +0.71%

Investment opportunity as housing market recovers - The second company on our list is Home Depot, the home improvement and building products giant. Shares of Home Depot are up 14.6% in 2024 and up as much as 30% over the past 12 months. While the stock may seem slightly overvalued given its value at 26 times future earnings, investors are seeking it out because of the recovery in the housing market, which should benefit from falling interest rates.

Dividend investors in particular find Home Depot attractive. The company has increased its dividend by an average of 11.69% per year over the past three years and has done so annually for the past 15 years. The current annual dividend payout of $9 per share is a great attraction for long-term investors.

UnitedHealth $UNH

UNH

UnitedHealth

UNH
$581.85 $7.04 +1.22%

A healthcare giant with steady growth - The healthcare sector has traditionally been a stable industry that delivers both growth and stable dividends. UnitedHealth Group, one of the largest health insurers in the U.S., is an excellent choice due to its broad portfolio, including the Optum network, which focuses on advanced data technology and affordable healthcare.

With a market value of over $560 billion and the acquisition of LHC Group, which expands its home care offerings, UnitedHealth is solidly positioned for revenue and earnings growth. The aging U.S. population is an opportunity the company is capitalizing on. Over the past 10 years, UnitedHealth Group stock has provided investors with a total return of over 670%. Dividend growth, which has averaged 14.71% over the past three years, is another incentive for long-term investors. The company has increased its dividend for 15 consecutive years.

Disclaimer: There is plenty 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: Yahoo, Motley Fool.

]]> https://en.bulios.com/status/190001-three-dividend-stocks-that-beat-inflation-and-promise-long-term-growth Charles Sainsbury bulios-article-189963 Thu, 26 Sep 2024 21:35:05 +0200

What about $UBI.PAstock and today's drop? Anyone buying/selling?

Today the stock down over 15% after the company lowered its financial outlook. That's a drop of more than 22% in the last 5 days.

UBI.PA

Ubisoft

UBI.PA
€10.48 €0.59 +5.94%
]]> https://en.bulios.com/status/189963 Bill Combs bulios-article-189951 Thu, 26 Sep 2024 21:30:06 +0200

📊 Micron Technology surprises the market: is it the right time to invest?

Micron Technology $MU, one of the leading memory chip makers, released its Q3 2024 results yesterday , once again beating analysts' expectations.

The stock price is up more than 15%!

Revenues grew by a whopping 93,3 % to $7.75 billion, up 1,4 % more than expected. Even more interestingly, the outlook for Q4 is also optimistic - revenue is expected to grow to $8.7 billion, up 6 % more than the market had anticipated.

💰 Micron's profitability was also a pleasant surprise: Non-GAAP earnings per share were $1.18, up 5,9 % up 5.9 percent from the $1.11 forecast . The Q4 outlook also promises strong growth, with earnings per share estimates of $1.74, again beating market expectations ($1.54).

MU

Micron Technology

MU
$107.46 -$2.42 -2.20%

Memory semiconductors are an essential part of today's global technology infrastructure. Whether it's mobile phones, servers in data centers or devices supporting artificial intelligence, memory chips are at the heart of many technologies. The growing demand for storage and fast data access ensures that memory manufacturers like Micron have a key position in the market.

Days of Outstanding Inventory (DIO) - one of the important indicators for semiconductor companies - have risen to 161 days, an increase from the previous 156 days. This growth indicates increased inventories, which may reflect either strong demand or overproduction, which could affect the company's pricing policy in the future.

Micron Technology's key numbers for Q3 2024:

Cyclical nature of semiconductors:
Micron is in the midst of a cyclical growth period, typical of semiconductor companies, which is supported by global demand for memory chips. The rapid growth of data centers, the computing power of modern devices, and new technologies such as AI and machine learning are pushing demand for advanced memory chips ever higher 🚀💾

Long-term investors should therefore keep a close eye on market developments. Management Micron however, expect continued growth in the coming quarters, confirming their strategic position within the global technology infrastructure. 🔋💡💡

The current period of strong growth may present an interesting opportunity to buy shares of the company, especially for those who believe in the long-term growth of the technology sector. However, it's important to remember that any period of growth in this sector tends to be followed by a downturn, so it's important to diversify your portfolio and be prepared for potential market fluctuations.

MU

Micron Technology

MU
$107.46 -$2.42 -2.20%
Target Price
78.29 (-27.15% Downside)

Micron Technology is experiencing one of its best periods in recent years, with strong growth in sales, profits and a strong outlook for the period ahead. If you believe in the potential of the semiconductor industry and global technology growth, Micron could be an interesting part of your portfolio.

What do you think of this company?

]]> https://en.bulios.com/status/189951 Wise investor bulios-article-189932 Thu, 26 Sep 2024 18:10:05 +0200

The U.S. Justice Department is investigating Super Micro Computer, the Wall Street Journal reported Thursday, citing people familiar with the matter, sending shares of the artificial intelligence server maker down.

Super Micro Computer earlier this month denied the allegations in the Hindenburg Research report, saying it made "false or inaccurate statements."

]]> https://en.bulios.com/status/189932 Jamie Cameron bulios-article-189855 Thu, 26 Sep 2024 15:30:06 +0200 Apple in the lead: Vision Pro rules, iPhone 16 surprises

New information from analysts shows that Apple is not only keeping the competition at bay, but even exceeding expectations. At the forefront are two key products - the Vision Pro and the iPhone 16. While Meta has unveiled a new prototype of its Orion AR glasses, Apple continues to maintain its lead with its Vision Pro. In addition, surveys suggest that iPhone 16 sales could beat pessimistic market expectations, mainly due to new AI features.

Apple Vision Pro versus Meta Orion

Although Meta unveiled its new Orion AR glasses prototype on Wednesday, it doesn't yet look like it could become a serious competitor to Apple's Vision Pro, according to analysts at Oppenheimer. Although Orion boasts a lightweight design (only 100 grams) and a wide field of view (70 degrees), the main issues holding back its commercial success are cost and technological maturity.

Oppenheimer points out that the materials used in the Orion significantly increase its price, which exceeds $3,000 per pair, while the Vision Pro costs around $2,000. A significant part of the cost is the use of silicon carbide (SiC), which is key to Orion's wide field of view but also drives up the cost, limiting its availability to the general public.

In addition, although Meta Orion scores points in weight and field of view, it falls short in other key areas such as display resolution and refresh rate, which are as important to the user experience as lightness and width of field of view.

Surprisingly high interest in iPhone 16

AAPL

Apple

AAPL
$227.72 $0.20 +0.09%

In addition to the success of the Vision Pro, Apple is seeing positive developments in its smartphone business. Analyst firm Evercore ISI released the results of its recent survey, which revealed unexpectedly high interest in the new iPhone 16. The survey of 3,500 respondents found that 63% of them plan to upgrade their iPhone this year, the highest percentage in five years.

An interesting trend is that the main reason for upgrading this time is not better batteries, but the new AI features that Apple has integrated into the iPhone 16. 42% of respondents said that these new technologies were their main motivation for buying a new phone.

Another interesting fact is the slight increase in average selling price (ASP), suggesting that more customers are opting for the more expensive Pro Max model. Analysts now expect the average price for an iPhone to reach $1,000, an increase from initial expectations.

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

Source.

]]> https://en.bulios.com/status/189855-apple-in-the-lead-vision-pro-rules-iphone-16-surprises David Boulder bulios-article-189757 Thu, 26 Sep 2024 07:35:05 +0200 Cathie Wood is investing again in these 3 promising technology stocks

Cathie Wood, a well-known growth stock investor who runs Ark Invest funds, has renewed her focus on companies that are not currently going through their best period on the stock market. Despite markets breaking records, shares of companies such as Pinterest, PayPal and GitLab are still well below their all-time highs.

However, Cathie Wood has not hesitated to add these three companies to its portfolio. What's driving her to do this? Let's take a closer look at each of them.

Pinterest.

PINS

Pinterest, Inc.

PINS
$32.48 -$0.24 -0.73%

Pinterest $PINS is a visual search platform that experienced a surge in popularity during the pandemic, with people spending more time at home looking for inspiration for home projects or culinary ideas. However, this growth was followed by a lull as life gradually returned to normal. Pinterest, however, is now back in the limelight.

Pinterest's revenue growth has accelerated over the past six quarters, surpassing 20% in two quarters this year. The active user base grew 12% to reach a record 522 million accounts. Earnings per share even grew by 38%. On the other hand, however, management provided a disappointing outlook in its latest report. The expected revenue growth of between 16% and 18% is lower than what analysts were counting on.

However, Pinterest has already shown several times that it can surprise. For example, in the second quarter of this year, it expected only 15% growth, but ended up posting 21% growth. Average revenue per user is also increasing, which is an important indicator for the long-term monetization of the platform.

PayPal: Former fintech giant seeks lost luster

PYPL

PayPal

PYPL
$77.88 -$2.20 -2.75%

PayPal $PYPL, one of the best-known digital payments companies, has been losing its former position in recent years. In 2021, there was speculation that PayPal was planning to acquire Pinterest for $70 per share. However, that deal ultimately did not happen, which many shareholders consider a missed opportunity. Today, Pinterest shares are hovering around $30 and PayPal shares have fallen by more than two-thirds in the past three years.

Despite this, PayPal still has a lot to offer. The company generates more than $5 billion a year in free cash and its payment volume is growing, most recently by 11%. With 429 million active users, it is still a strong player in the market. Moreover, PayPal offers an attractive valuation, with shares trading at a multiple of earnings at "teen" values. Although other players are growing faster, PayPal still has a strong foothold in the market.

GitLab: a software innovator on the rise

GTLB

GitLab Inc.

GTLB
$51.65 $0.24 +0.47%

GitLab $GTLB, a company specializing in a cloud-based platform for software development and deployment, is another of Cathie Wood's investments. Although its stock is trading closer to its yearly low than its high, GitLab regularly beats Wall Street expectations and reports revenue growth in excess of 30%.

The company recently reported results that beat forecasts, and its AI-powered software development platform has great potential. GitLab is currently trading at a high multiple of expected earnings, but the market is justifying this valuation with rapid growth and innovative products.

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

Source: The Motley Fool.

]]> https://en.bulios.com/status/189757-cathie-wood-is-investing-again-in-these-3-promising-technology-stocks Do Kwik bulios-article-189674 Thu, 26 Sep 2024 07:15:04 +0200

📈 Quarterly results of Micron Technology:

🟢 Share price jumped +14% in the aftermarket!

Micron Technology posted significant growth in the fourth quarter of fiscal 2024, mainly driven by strong demand for data center DRAM products, which are important for artificial intelligence applications. The company achieved record sales of $7.75 billion, up from $6.81 billion in the previous quarter and $4.01 billion in the same period of the previous year. GAAP net income was $887 million, while non-GAAP net income was $1.34 billion. Operating cash flow also increased significantly to $3.41 billion compared to $249 million in the same period last year.

For the full fiscal year 2024, Micron achieved sales of $25.11 billion, up significantly from $15.54 billion in 2023. GAAP net income was $778 million, while non-GAAP net income reached $1.47 billion. Operating cash flow for the full year was $8.51 billion, a dramatic increase from $1.56 billion in the prior year.

The company also achieved record sales in NAND, where data center SSD sales surpassed $1 billion for the first time in the quarter. President and CEO Sanjay Mehrotra emphasized that Micron enters fiscal 2025 with the best competitive position in the company's history and expects another record performance, especially in the first quarter of 2025.

Total capital expenditures for 2024 were $8.12 billion, resulting in adjusted free cash flow of $386 million for the full year. The company ended the fiscal year with cash and other investments of $9.16 billion.

PRESENTATION

]]> https://en.bulios.com/status/189674 Charles Sainsbury bulios-article-189659 Wed, 25 Sep 2024 20:35:06 +0200

📈 Interesting company specializing in semiconductor solutions!

ON Semiconductor $ON is a global leader in smart technologies for the automotive and industrial sectors. The company focuses on developing advanced semiconductor solutions that play a key role in electromobility, factory automation and renewable energy.

ON

ON Semiconductor

ON
$74.37 $1.05 +1.43%

This company has strong growth potential, and here are three reasons why this company may be of interest:

Long-term growth through innovation
ON Semi focuses on two key sectors : automotive and industrial. sector. Its technologies can be found in electric vehicles (EVs) and hybrids, where they help reduce weight, increase range and accelerate charging. Similarly, its advanced sensing technologies are being applied in smart factories, a field that has huge growth potential. 🚗⚙️

A temporary slowdown, but a bright future
The current slowdown in the automotive and industrial sectors is primarily the result of high interest rates, which are holding back investment in electric vehicles and automation. However, once rates start to fall, these markets are expected to recover. The company's recent partnership ON Semiconductor with Volkswagen is a great example of car companies investing in the future of electric vehicles. It remains to be seen whether Volkswagen and other European car companies can recover and grow again! 📉🔜🚀

Attractive awards
Although sales in the year 2024 will decline, the market has already largely factored this into the valuation. If you believe in the future of electric vehicles, automation and renewable energy, it may ON Semiconductor represents a great opportunity. 📊

ON

ON Semiconductor

ON
$74.37 $1.05 +1.43%
Fair Price: $67.87
Ijhslj: 0.69%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

What is your current opinion of ON Semi? Do you think the price will look even lower due to the current problems in the automotive industry?

]]> https://en.bulios.com/status/189659 Wise investor bulios-article-189645 Wed, 25 Sep 2024 18:20:06 +0200

AeroVironment Inc.: Key defense contractor with a major military contract

AeroVironment Inc. $AVAV, a leading U.S. defense contractor, has been awarded a significant five-year, $990 million contract by the U.S. Army to provide the Switchblade system. This contract comes at a time of growing demand for defense systems due to international tensions and geopolitical uncertainties. Switchblade, an innovative "loitering munitions" system, is a launchable and guided bomb that operators can precisely locate on targets.

Rising shares and positive analyst outlook

As a result of the order, the company's stock has risen 11.9% to $204.50, and is up 62% year-to-date. Six of seven analysts rate $AVAVstock a "Buy," with an average target price set at $227, representing a further 11% upside.

Controversy surrounding the contract

Although competitors in the defense industry protested the award of this Army contract, the U.S. Army dismissed the protest and lifted the stop-work order, renewing positive market sentiment. Analysts, such as Greg Konrad of Jefferies, remain optimistic about future demand for the Switchblade and believe AeroVironment $AVAV continues to be a key player in the defense sector.

Conclusion

With a strong military order book, rising revenues and positive analyst ratings, $AVAVhas the potential to continue its growth. This contract significantly strengthens the company's position in the US defense contractor community, making it an attractive investment for long-term investors.

AVAV

AeroVironment, Inc.

AVAV
$199.23 $4.53 +2.33%
]]> https://en.bulios.com/status/189645 Jessie Ramsdale bulios-article-189580 Wed, 25 Sep 2024 14:55:13 +0200 Visa under fire: Justice Department goes after its monopoly

The US Department of Justice sued Visa for alleged monopolistic practices in the debit card market. This lawsuit represents another step in the government's fight against unfair business practices by the giants in the payments industry. Visa is accused of using its dominant position to stifle competition and artificially raise prices for consumers.

The U.S. Department of Justice on Tuesday filed a lawsuit against Visa $V accusing it of illegally monopolizing the debit card market. According to the lawsuit, Visa abused its dominant position for more than a decade to force businesses to use its network exclusively, while blocking new competitors from entering the market.

"Visa has illegally amassed power that allows it to charge fees far in excess of what it could charge in a competitive environment," said Attorney General Merrick Garland. These increased costs are then passed on to consumers in the form of higher prices or reduced quality and service. According to the lawsuit, such conduct impacts the prices of nearly all goods.

V

Visa

V
$275.17 $3.48 +1.28%

Visa, however, has objected to the allegations and says the lawsuit is without merit. The company argues that it is facing increasing competition, particularly in online payments. "Anyone who shops online or in a store today knows that there are a number of companies in the marketplace offering new ways to pay," said Julie Rottenberg, Visa's general counsel.

The lawsuit is one of a number of high-profile legal actions the Justice Department has taken recently. It also recently filed lawsuits against a company involved in artificially inflating rents and against Ticketmaster's parent company, Live Nation. As well, the court found that Google violated antitrust laws in its search business.

This new lawsuit comes three years after the State Department blocked Visa's planned $5.3 billion merger with fintech startup Plaid. The merger was cancelled and the lawsuit subsequently dropped.

According to the new filing, which was made in federal court in New York, more than 60% of debit transactions in the US are conducted through Visa's network. This allows the company to collect more than $7 billion in fees for processing these transactions. Visa maintains its position through exclusive agreements that penalise businesses and banks that wish to transact through other systems, effectively preventing competition.

The DOJ also alleges that Visa incentivizes potential competitors to partner with it instead of competing with it through financial incentives and the threat of additional fees. These actions, according to the DOJ, are aimed at protecting Visa's market share and profits.

Merchants and retailers have long criticized the high fees that companies like Visa charge. In March, a group of merchants reached a $30 billion settlement with Visa and Mastercard that was supposed to end a long-running antitrust dispute. However, the National Retail Federation opposed the settlement, arguing that the compensation to stores was too small. In June, a federal judge rejected the deal and ordered Visa and Mastercard to make larger concessions.

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

Source: CNN, Reuters.

]]> https://en.bulios.com/status/189580-visa-under-fire-justice-department-goes-after-its-monopoly Jamie Cameron bulios-article-189545 Wed, 25 Sep 2024 14:50:04 +0200

Yesterday, $Vstock was down 5%, which is a pretty significant drop for such a stable stock. I won't be buying, but I don't think it's a bad time to establish a position.

Will anyone be buying $Vstock on this drop ?

V

Visa

V
$275.17 $3.48 +1.28%
Fair Price: $792.31
Uohjydzm: 45.49%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black
]]> https://en.bulios.com/status/189545 Bill Combs bulios-article-189493 Wed, 25 Sep 2024 12:50:05 +0200

Uber Technologies and WeRide on Wednesday announced a partnership to bring vehicles from the Chinese autonomous driving technology firm to the ride-sharing platform, starting in the United Arab Emirates.

]]> https://en.bulios.com/status/189493 Jessie Ramsdale bulios-article-189417 Wed, 25 Sep 2024 11:20:04 +0200

Hi investors, I would like to know your opinion. I'm sure you've all noticed how China has started pumping money into growth, easing rates, supporting companies, just to kick start growth again (they want to achieve 5% growth this year if I'm not mistaken).

Short term? Probably great if you hold Chinese stocks. But what about the long term implications? Does anyone here have an overview and is actively following China? What could the massive economic stimulus do here? Will it be a bailout or will it sink even further?

]]> https://en.bulios.com/status/189417 Nikolas Gabriels bulios-article-189389 Wed, 25 Sep 2024 07:50:05 +0200 George Soros and the three big positions he believes in

George Soros, a legend in the financial world, became famous as the man who "broke" the Bank of England in 1992 when he made a billion dollars betting against the British pound. His name is associated not only with currency speculation, but also with heavy investment in equities.

Soros' portfolio reflects his deep understanding of the markets and his ability to bet on the right horses. In this article, therefore, we look at his recent investment moves, which are once again attracting attention.

Smurfit Westrock $SW: Packaging giant in the spotlight

One of the most notable purchases of the last quarter of Soros' portfolio was Smurfit Westrock. This market leader in sustainable packaging was created by the merger of Smurfit Kappa and Westrock, making it one of the largest paper packaging manufacturers in the world. Soros has significantly increased his stake in the company - from the original 900,000 shares to 3.3 million shares, representing an investment of $168 million. Smurfit Westrock has long-term growth potential, especially with its focus on eco-friendly products, which could be a goldmine in the years to come.

AstraZeneca $AZN: Betting on the future of pharma

AZN

AstraZeneca

AZN
$77.62 -$0.56 -0.72%

Another big move was Soros' investment in pharmaceutical giant AstraZeneca. With the purchase of more than 2 million shares, he increased his stake by more than 500%, giving him a position worth $191 million. AstraZeneca is known for its cancer drugs and robust portfolio of drugs in development. Its oncology expansion and strategic acquisitions position it as a key player in the global healthcare industry. Soros sees not only current potential, but also long-term growth, particularly with recently approved drugs for lung cancer and other cancers.

SPDR S&P 500 ETF Trust $SPY: A simple but profitable bet

SPY

SPDR S&P 500 ETF Trust

SPY
$571.41 -$0.89 -0.16%

Surprisingly, Soros' largest position is the SPDR S&P 500 ETF Trust, an index fund that tracks the performance of the largest U.S. companies. Despite his reputation as a speculator, Soros is going back to basics with this investment - betting on the U.S. economy as a whole. With 450,000 stocks worth $245 million, he holds this fund as his largest position. For Soros, investing in a broad index is a bet on the steady growth of U.S. companies, an approach that should inspire retail investors as well.

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

Source: 247wallst.com.

]]> https://en.bulios.com/status/189389-george-soros-and-the-three-big-positions-he-believes-in Jamie Cameron bulios-article-189326 Tue, 24 Sep 2024 21:05:04 +0200

💡 New investment opportunities on the horizon! 💼

Microsoft $MSFT and BlackRock $BLK recently announced the creation of an artificial intelligence infrastructure fund worth over $30 billion (674 billion Czech crowns). 📊

This fund will invest in building specialized data centers and power projects that are essential to the further development of AI and its large-scale computing requirements.

AI models, especially those focused on deep learning, need huge computing power, which dramatically increases energy consumption. 🌐💻 This fund, known as Global AI Infrastructure Investment Partnership, will aim to strengthen supply chains AI and energy infrastructure.

Microsoft has also entered into an agreement with Constellation Energyfrom which it will purchase electricity from a refurbished nuclear power plant Three Mile Island.

Key partners in the project include an investment company MGX with expertise from Abu Dhabi and a technology leader Nvidia, who will provide chip manufacturing support.

With the potential to mobilise up to 100 billion dollars including debt financing, this fund will be a significant step not only for the technology sector but also for the energy industry. 🌍⚡

For investors, this could mean an opportunity to secure long-term returns in sectors with huge growth potential. 📈 The bulk of the investments will be made in United States, providing a solid foundation for steady returns.

I like the way you Microsoft provides AI infrastructure, for me, it's currently the leader in AI!

👉 Do you see AI infrastructure investments as an opportunity for long-term growth?

]]> https://en.bulios.com/status/189326 Wise investor bulios-article-189301 Tue, 24 Sep 2024 18:10:05 +0200

Hello investors 👋

Have you opened any interesting positions so far this week?

I've only been buying ETFs so far (S&P 500, FTSE 250)

What companies are you currently following and considering buying?
Personally, I'm quite interested in the company $SHEL.L, but I need to take a closer look at it.

]]> https://en.bulios.com/status/189301 James Smith bulios-article-189189 Tue, 24 Sep 2024 14:50:04 +0200

Does anyone have $CPstock in their portfolio ?

I have room for a few more positions in my portfolio and this sector seems ideal for diversification. The company is doing quite well, but I'd be happy for other tips from this sector.

CP

Canadian Pacific Railway…

CP
$85.44 -$0.11 -0.13%
]]> https://en.bulios.com/status/189189 Bill Combs bulios-article-189172 Tue, 24 Sep 2024 14:10:05 +0200 The future of Ozempic prices: Will diabetes treatment become cheaper in the US?

Novo Nordisk has been in the spotlight for its drugs Ozempic and Wegova, which have become a phenomenon in the field of diabetes and obesity treatment. Ozempic is now expected to be added to the list of drugs subject to price reduction negotiations in the United States within a year. This fact opens questions about future pricing policy and market impact.

Ozempic on the price negotiation list

Novo Nordisk $NVO's CEO , Lars Fruergaard Jorgensen, said in written testimony that Ozempic will be eligible for price negotiations with the U.S. government under the Medicare program in 2027. The move comes as a result of legislation called the Inflation Reduction Act of 2022, which allows for price reductions on expensive drugs for millions of U.S. seniors and people with disabilities. The official list of drugs slated for price negotiations is expected to be released in February 2025.

This confirms earlier estimates by analysts and company executives, who mentioned at an industry conference last week that Ozempic was likely to be on the list of drugs to be price-negotiated. This is a significant move given that the price of a monthly dose of Ozempic is $935.77 in the US, while Wegovy, its sister drug for obesity, costs $1,349.02.

NVO

Novo Nordisk

NVO
$120.76 -$3.54 -2.85%

Regulation and impact on drug prices

One of the main reasons for the inclusion of Ozempic and other expensive drugs in pricing negotiations is the government's desire to reduce drug costs for patients who depend on Medicare. The latter covers millions of Americans over the age of 65 and other disabled citizens. The United States has long faced criticism over high drug prices, especially compared to other developed countries where drug prices are often much lower.

In his testimony, Jorgensen stated that although the nominal price of Ozempic is high, the actual price received by Novo Nordisk has decreased by approximately 40 percent since its launch in the U.S. A similar trend can be seen with Wega, whose net price has decreased since its launch three years ago.

Future price development

Despite criticism about high prices, prices for these two flagship Novo Nordisk products are expected to continue to fall. Jorgensen indicated that the company expects the net prices of Ozempic and Wegova to fall further, which could have a positive impact on patients who depend on these drugs. The price drop could also reduce pressure from U.S. lawmakers and regulators who have long advocated for lower healthcare costs.

Challenges and opportunities for Novo Nordisk

For Novo Nordisk, however, price negotiations present both challenges and opportunities. On the one hand, there may be downward pressure on profits, but on the other hand, lower prices may open the door to a wider number of patients, which could mean an increase in market share. The company will need to focus on optimising production and distribution efficiency to remain competitive in the market.

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

Source: CNBC, Reuters, Yahoo.

]]> https://en.bulios.com/status/189172-the-future-of-ozempic-prices-will-diabetes-treatment-become-cheaper-in-the-us David Boulder bulios-article-189158 Tue, 24 Sep 2024 13:45:05 +0200

Shares of Chinese companies rose sharply on Tuesday after China's central bank cut interest rates and the government added stimulus designed to boost the stock market.

The People's Bank of China said it would cut the seven-day base rate and reduce the amount banks hold in reserves. Governor Pan Gongsheng said more easing is on the way. The central bank also offered about $70 billion to investors to buy shares and additional funds to companies to buy back shares.

]]> https://en.bulios.com/status/189158 Jamie Cameron bulios-article-189100 Tue, 24 Sep 2024 13:30:11 +0200

Constellation Energy invests $1.6 billion to rebuild Three Mile Island nuclear plant

- Investment: Constellation Energy $CEG is investing $1.6 billion to restart the Three Mile Island nuclear power plant.

- The goal of bringing the plant back on lineA: The plant is expected to be back online in 2028.

- Deal with Microsoft : Microsoft $MSFT has entered into an agreement to purchase all of the electricity from the repowered plant, which will support its plan for carbon-free data center operations.

- Funding: the project is funded by Constellation $CEG' s own coffers , with no government support.

- Largest power purchase agreement: This is the largest power purchase agreement in Constellation's history.

]]> https://en.bulios.com/status/189100 Alfred Gray bulios-article-189035 Tue, 24 Sep 2024 13:20:04 +0200

Healthcare company Centivo said Tuesday it has secured $75 million in equity and debt financing backed by Cone Health Ventures and a division of Morgan Health, a division of JPMorgan Chase, the largest U.S. bank.

]]> https://en.bulios.com/status/189035 Jason Bellier bulios-article-189009 Tue, 24 Sep 2024 08:15:05 +0200 Stable dividends in a turbulent market: Opportunities and risks of shipping

Maritime transport of oil is a key segment of the world economy, ensuring the continuous flow of this strategic raw material between continents. A fleet of dedicated tankers such as Suezmax vessels plays a vital role in linking production and consumption areas, thereby contributing to the continuity of international trade. These vessels can carry up to one million barrels of oil and their design allows them to pass through the strategic Suez Canal, optimising shipping routes between Europe, the Middle East and Asia.

One of the attractive factors attracting the attention of investors in this sector is the dividend policy of some companies. The payment of regular dividends is becoming an important indicator of stability and financial health, especially for investors seeking long-term income. However, despite attractive yields, companies can face challenges associated with sustainable dividend payments, which in some cases can risk reducing them if company profits come under pressure. The topic of dividends is therefore a key aspect to watch when assessing the investment potential in the shipping industry.

Company presentation

NAT

Nordic American Tankers…

NAT
$3.64 $0.02 +0.55%

Nordic American Tankers $NAT is a Norwegian company that specializes in the transportation of crude oil and petroleum products by sea. It was founded in 1995, making it one of the longest established companies in this specific shipping sector. Its main product, or service, is the provision of crude oil transportation using large tankers, known as Suezmax tankers, which are capable of carrying up to 1 million barrels of crude oil per ship. These tankers have a specific size to be able to pass through the Suez Canal, which is advantageous in terms of freight transport between Europe, the Middle East and Asia.

The company's focus is on global shipping, but its activities are heavily concentrated in the areas with the greatest demand for oil - particularly Europe, America and Asia. Nordic American Tankers does not own any oil wells or process crude oil. Its main business model is to lease its tankers on short- and long-term contracts to various oil companies and traders who need to transport their products around the world. An important part of its business is to optimize its tanker fleet to meet safety and environmental standards, which are very strict in the shipping industry today.

The company's history is closely linked to the rise and fall of oil demand and the evolution of the price of this commodity on world markets. The company started with a few vessels but gradually expanded its fleet to dozens of tankers. NAT's main focus is on operational efficiency and trying to maximise profits in times of favourable oil prices. The company's ability to react quickly to market conditions, be it increased demand for oil or fluctuations in freight prices, plays an important role in this.

An interesting element that sets Nordic American Tankers apart from many other companies is its approach to dividend policy. The company has long sought to make itself attractive to its shareholders by paying high dividends on a regular basis. This approach makes NAT not only an interesting company from an oil transportation perspective, but also an attractive investment target for those seeking a stable dividend income.

In terms of acquisitions, NAT does not make large mergers and purchases of other companies, as is common with some other companies in the industry. Instead, it focuses on buying and upgrading its own vessels. Nordic American Tankers' fleet consists exclusively of Suezmax tankers, allowing it to focus on this particular market area without diversifying into other types of shipping. This focus on one tanker category gives it a competitive advantage, as Suezmax tankers are highly flexible due to their size and can be used on different routes around the world.

Dividend giant, but there are problems

Nordic American is a dividend giant, having paid a dividend for each of the last 108 quarters. It's a truly phenomenal performance. As a result, the company currently offers a dividend of 11.44%.

However, dividends haven't always increased during this period, and sometimes the dividend payouts have been fairly nominal. This year, Nordic American is set to pay dividends of $0.48 per share, based on the current $0.12 per share for the quarter.

However, the company is projected to earn only $0.43 per share in 2024, suggesting that management is paying out more in dividends than the company is earning. It also points to a forward price-to-earnings ratio of 8.5 times, a 24% discount to the sector.

This payout ratio is a big red flag and suggests that the dividend will have to come down. The caveat is that financial performance is expected to improve significantly in 2025. According to analysts, Nordic will earn $0.64 in 2025 and $0.68 in 2026. With this in mind, it can continue to pay dividends today. But it is risky.

How was the last quarter?

Nordic American Tankers (NAT) recently released its quarterly results, which beat analysts' expectations. The company's earnings were $0.10 per share, beating the Zacks Consensus Estimate, which projected earnings of $0.07 per share. Compared to last year, when earnings came in at $0.13 per share, there was a slight decline, but it was still a positive surprise as the actual results were 42.86% better than expected. It should also be remembered that in the quarter before that, earnings of USD 0.11 per share were expected, but NAT reported only USD 0.07, which was an unpleasant surprise then with a variance of -36.36%.

In terms of revenue, the company reported earnings of $66.1 million for the quarter ended June 2024, which was 21.64% higher than analyst estimates. Although revenue was down slightly from the previous year, reaching $67.8 million last year, it still represents a decent performance given the current market conditions.

As for the shares, they have lost around 14.3% of their value since the beginning of the year, while the S&P 500 index has risen by 17.2%. This relative weakness in NAT shares raises questions in the market as to what will happen next. Investors are wondering whether the situation will improve or whether stocks will continue to lag the broader market.

The future performance of the stock will largely depend on future financial results and earnings expectations, which are revised periodically. Current estimates for the upcoming quarter call for earnings of $0.09 per share and revenue of $66.16 million. For the full year, the consensus expects earnings of $0.41 per share on sales of $264.07 million. However, recent trends in estimate revisions are not very favorable for Nordic American Tankers.

Recent results

Nordic American Tankers' (NAT) long-term financial results show significant fluctuations in performance over the past few years, which are influenced by the specific market conditions in the crude oil shipping industry.

The company's revenues have been subject to significant fluctuations over the years. Revenues reached US$354.6 million in 2020, but then dropped sharply to US$191 million in 2021, reflecting difficult market conditions, likely related to the COVID-19 pandemic, which has reduced global oil demand. However, this negative trend began to improve in 2022, when revenues increased to US$339.3 million. In 2023, the company further increased revenues to US$391.7 million, indicating a market recovery. The latest 12 months (TTM) data suggests a slight decline to US$365.2 million, which may be affected by uncertainty in the energy sector or other global factors.

In terms of cost of sales, these remain relatively stable at USD 255.8 million in 2020, rising significantly to USD 264.3 million in 2021 and even to USD 284.4 million in 2022. However, the company was able to reduce these costs to USD 240.9 million in 2023, and this positive trend continued in the TTM period, where the cost of sales was USD 243.9 million.

Gross profit, which is a key indicator of the company's performance, was relatively high in 2020 (USD 98.8 million), but experienced a dramatic drop the following year when it reached negative numbers (-USD 73.2 million). This negative result likely reflects a combination of declining demand and higher operating costs. In 2022, gross profit recovered to USD 54.97 million, indicating an improvement in operating conditions. The year 2023 brought a significant improvement in gross profit to US$150.8 million, reflecting efficiency gains and a stronger market. The current TTM gross profit figure is US$121.3 million, which marks some slowdown but is still a positive result compared to the crisis year of 2021.

Net profit, which is the final measure of success, also reflects these fluctuations. In 2020, NAT reported a profit of $50 million, but in 2021 there was a huge drop to a loss of $171.3 million, which likely included one-time costs and negative market effects. The following year, 2022, brought a modest recovery to $15.1 million. In 2023, the company significantly increased earnings to $98.7 million, consistent with improved market conditions and more effective cost management. Current TTM profit is $66.9 million, indicating some decline compared to the previous year, but still a healthy result compared to the crisis period.

Key indicators

The valuation of Nordic American Tankers (NAT) relative to the sector average points to several key differences and trends. In terms of valuation metrics, NAT shows mixed results, outperforming the sector average in some areas while lagging in others.

In terms of the indicator P/E (Price-to-Earnings) Non-GAAP over the last 12 months (TTM) NAT has a value of 12.48, which is 18% higher than the sector average of 10.57. This suggests that the market has higher expectations of the company than the industry average. However, the indicator P/E (FWD)which focuses on future earnings, is significantly lower for NAT (8.47) than the sector average (11.63), a difference of 27.2%. This difference suggests that investors may be concerned about the firm's future earnings growth, but at the same time they rate its stock as more attractive in terms of future performance.

Indicator EV/Sales (Enterprise Value to Sales)which compares the value of a company to its sales, is higher for NAT than the sector average. For the last 12 months (TTM), it stands at 2.75, which is 31.25% higher than the sector average of 2.10. This higher ratio may indicate that investors are willing to pay a higher price for a company's earnings, which could reflect expectations of stronger earnings or better margins. However, the outlook (EV/Sales FWD), this ratio increases further to 3.66, a significant increase of 88.16% from the sector average (1.95). This increase may indicate that NAT faces higher operational risks or expected costs compared to its peers.

Indicator EV/EBITDA (Enterprise Value to EBITDA) for NAT over the last 12 months is 6.88, slightly higher than the sector average (6.22) but still relatively low. This means that the company is valued similarly to other companies in the sector. However, when we look at the forward-looking indicator EV/EBITDA (FWD), NAT has a value of 5.66, which is 4.47% lower than the sector average (5.93), which could be a positive signal to potential investors who expect an improvement in the firm's operating efficiency.

Indicator Price-to-Sales (P/S)which compares share price to earnings per share, is higher for NAT than the sector average. Over the last 12 months (TTM), it is 2.08, which is 53.91% higher than the sector average (1.35). Price-to-Book (P/B)which shows that NAT has a current value of 1.44, which is 5.40% lower than the sector average (1.52).

One of the strongest points of NAT is dividend yield. Over the past 12 months, it has been 11.88%, which is 210.78% higher than the sector average (3.82%).

Conclusion

Nordic American Tankers Limited is an international tanker company that owns, operates and charters Suezmax tankers. The company's business model is strong but is currently being challenged by the ongoing geopolitical tensions around the Red Sea. The stock is down more than 12% in the past 11 months yet still has many positive aspects to focus on.

Supply and demand for Nordic American Tankers Limited's fleet is currently favourable, contributing to the positive outlook. In addition, the company has one of the lowest debt levels among publicly traded tanker companies. As of March 31, 2024, the company's net debt - calculated by subtracting current assets from total liabilities - was $228 million. With a fleet of 20 vessels, this translates into debt of $11.4 million per ship. The company also maintains a low debt-to-equity ratio of 0.5.

Nordic American Tankers Limited places great emphasis on maintaining its financial health. The company prioritizes strategic timing and careful financing of expansions to ensure financial stability and maintain its commitment to paying dividends. The company has paid dividends for 107 consecutive quarters, making it one of the best dividend stocks. The company further expects to increase its payout once market conditions improve. Moreover, its financial position is strong, with over $37.5 million of operating cash flow generated in the first quarter of 2024.

However, uncertainty over production and oil prices must be taken into account, which may affect both the company's results and its dividend.

⚠ Invest responsibly!

The information in this article is for educational purposes only and is not intended as an investment recommendation. The authors present only facts known to them and do not draw any conclusions or make any recommendations to the reader.

Investing can be risky if you approach it recklessly. Bulios does not know your financial situation and therefore does not give specific advice and tips in any way. Stock selection, strategy and portfolio construction is an individual matter, so always educate yourself and perform your own detailed analysis before buying a particular stock.

]]> https://en.bulios.com/status/189009-stable-dividends-in-a-turbulent-market-opportunities-and-risks-of-shipping Jamie Cameron bulios-article-188998 Tue, 24 Sep 2024 06:45:05 +0200 Gold hits record prices: which 3 stocks are benefiting?

In 2024, gold is experiencing extraordinary growth and its price has climbed to an all-time high. Investors are looking for safe havens in times of economic uncertainty, and gold is one of their main choices. What are the reasons for this sharp rise and how can investors profit from this trend?

The gold price has risen 33.5% in the past year, taking it to a new record high of $2,583.64 per ounce in September 2024. This sharp rise is the result of several factors, including falling inflation and expectations that the US Federal Reserve (Fed) will cut interest rates. Inflation is approaching the Fed's 2% target after a string of economic data suggesting slowing growth in the US economy. This is leading investors to look for safe ways to protect their investments from potential economic turmoil, and gold is often considered just such a safe haven.

Similar to gold, the price of silver has also been rising, increasing by more than 32% over the past year. Interestingly, the weakening US dollar and expectations of a change in the Fed's monetary policy have further boosted the price of these precious metals.

SPDR Gold Shares ETF $GLD

GLD

SPDR Gold Shares

GLD
$245.00 -$1.98 -0.80%

One way investors can take advantage of the rise in the price of gold is through the SPDR Gold Shares ETF (GLD). This fund tracks the price of gold without the need for physical ownership of the precious metal, and has a net expense ratio of 0.4%. The GLD's low expenses and ease of investing make it an attractive option for those looking to profit from the rising price of gold.

GLD is up nearly 27% in 2024, with the fund recently reaching new all-time highs. Strong investor interest suggests that growth may continue, as evidenced by the inflow of capital into the fund over the past three months.

Newmont $NEM

NEM

Newmont Corporation

NEM
$53.89 -$1.64 -2.95%

Newmont Corporation (NEM) is the largest gold mining company in the United States, with a market capitalization in excess of $61 billion. The company has a global footprint and mines other metals in addition to gold, such as copper, silver and zinc, giving it some diversification.

Newmont shares are up nearly 33% in 2024, thanks in part to strong revenue and earnings growth. The company's dividend yields 1.88%, providing investors with steady income. Analysts expect the company's earnings to continue to grow, making it an attractive option for investors looking for a combination of growth and income.

Barrick Gold $GOLD

GOLD

Barrick Gold Corporation

GOLD
$20.23 -$0.78 -3.71%

Another major company in the gold mining sector is Canada's Barrick Gold (GOLD), which has a market capitalization of nearly $36 billion. In addition to gold, Barrick is also involved in copper mining, which has strong global demand.

Shares of Barrick Gold are up more than 13% in 2024, and the company offers a stable dividend of 1.95%. Barrick is also showing strong financial results, with its latest earnings report beating analysts' expectations, which, along with its diversified portfolio, makes Barrick an attractive option for investors looking to benefit from both growth and regular income.

Disclaimer: There is plenty 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://en.bulios.com/status/188998-gold-hits-record-prices-which-3-stocks-are-benefiting David Boulder bulios-article-188900 Mon, 23 Sep 2024 20:30:06 +0200

📉 Progyny plunges 30% - What's behind this dramatic drop?

On Thursday, shares of Progyny $PGNYexperienced a sharp drop of 30,1 %, when the company announced the loss of a major client. Despite assuring investors of a seamless relationship and client satisfaction with the services provided, this situation raises questions about the future impact on the firm's growth and financial stability.

🌱 Progyny is one of the market leaders in providing fertility and reproductive health solutions. The company specialises in supporting couples facing challenges with conception, offering comprehensive packages including diagnosis, fertility treatment and support throughout the process.

PGNY

Progyny, Inc.

PGNY
$16.80 $0.08 +0.48%

🔍 Client loss in numbers:

This client accounted for 12 % of revenue for the first six months of 2023 and 13 % for the entire year 2023.

The client had a smaller but still significant contribution to adjusted earnings EBITDA of the company.

The service agreement remains in place until the end of 2024, which means that short-term financial results should not be impacted.

💡 Even though the company is facing the loss of a major client, management remains optimistic about the future. Progyny expects growth in membership numbers over the years 2024 a 2025, which could offset the loss of some revenue. An important question for investors is whether the firm will be able to acquire new clients or increase revenue from existing partners to overcome this loss.

The loss of a client presents a challenge, but Progyny still remains one of the most significant players in the rapidly growing fertility-focused health benefits market. Against the backdrop of long-term trends such as the growing demand for reproductive technologies and an increasing focus on employee health, the company remains in a strong position.

🚨 This situation highlights the risk of revenue concentration among large clients. Progyny will have to show how it can replace this loss and maintain steady growth. While the stock's decline may look dramatic, it could be an opportunity for investors who believe in the company's long-term potential.

What's your take on this company? Do you know of any competitors in this area?

]]> https://en.bulios.com/status/188900 Wise investor bulios-article-188811 Mon, 23 Sep 2024 17:00:17 +0200

Johnson & Johnson's third effort to end lawsuits alleging its baby powder has caused cancer in thousands of women should be dismissed because it violates U.S. Supreme Court precedent and distorts the purpose of the U.S. bankruptcy system, court documents say.

]]> https://en.bulios.com/status/188811 Jason Bellier bulios-article-188734 Mon, 23 Sep 2024 14:15:05 +0200

What do you think of the Volkswagen $VWA.BR? YTD the stock price is down almost 20%. Is it the right time to buy?

VWA.BR

Volkswagen AG

VWA.BR
€125.00 €0.50 +0.40%
]]> https://en.bulios.com/status/188734 Ralphie Barlow bulios-article-188722 Mon, 23 Sep 2024 14:00:05 +0200

EQT Corporation: investing in the future of natural gas

EQT Corporation $EQT is one of the largest natural gas producers in the U.S. and plays a key role in the U.S. energy market. The company focuses on the exploration, production and distribution of natural gas, with its extensive operations concentrated in the Appalachian Mountains region, where abundant gas reserves are located. Due to its position and strategy, $EQT has the potential to benefit significantly from future growth in demand for electricity and liquefied natural gas (LNG).

Positive forecasts from Goldman Sachs

Goldman Sachs highlights $EQT Corporation as a key player among gas producers and forecasts that the company will achieve the highest free cash flow returns in 2026 if the natural gas price is at $3.50 per MMBtu. Although $EQT stock has weakened 2% this month and is down 15% overall for the year, the bank sees long-term upside potential. The average target price for $EQT stock is $43, a 31% upside from the current price.

Risks and future outlook

Despite the positive outlook, Goldman Sachs warns of risks associated with global demand uncertainty and potential geopolitical factors that could affect markets. Still, analysts believe that the decline in oil and gas prices will soon reach a bottom, which could mean a recovery in prices and a rise in the value of energy company stocks, including $EQT.

Stock Price: Currently, shares of $EQT are trading at $34.83, with a slight daily increase of 0.29%.

EQT

EQT Corporation

EQT
$36.52 $1.01 +2.84%
Fair Price: $07.86
Amresj: 57.55%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black
]]> https://en.bulios.com/status/188722 Do Kwik bulios-article-188710 Mon, 23 Sep 2024 13:55:06 +0200 J&J's third attempt: will $8 billion be enough to end thousands of lawsuits this time?

Johnson & Johnson (J&J) has once again found itself at the centre of legal wrangling over its talc-containing products, such as baby powder, which have been accused of causing cancer. Despite repeated denials of the allegations, J&J is trying for a third time to use a legal strategy involving bankruptcy to end tens of thousands of lawsuits. The move could yield a settlement worth about $8 billion if it can get enough support from plaintiffs and pass legal hurdles.

On 22 September, a J&J subsidiary called Red River Talc filed for bankruptcy in a US court in South Texas. The move is part of a long-term legal strategy to end the litigation. J&J faces more than 62,000 lawsuits from people who claim its baby powder and other talc-containing products were contaminated with asbestos, which allegedly caused ovarian and other cancers.

Johnson & Johnson $JNJ has long denied these allegations and stresses that their products are safe. Still, the lawsuits continue, which is why the company has decided for the third time to take advantage of the so-called "Texas two-step," a legal procedure that transfers liability for damages to a newly formed subsidiary, which then declares bankruptcy under Chapter 11 of the U.S. Code. By taking this step, J&J seeks a global settlement of all claims without filing for bankruptcy itself.

JNJ

Johnson & Johnson

JNJ
$161.36 -$0.03 -0.02%

One of the key objectives of this strategy is to bring all the plaintiffs into a single settlement, which would prevent further individual litigation and expose the company to the risk of huge damages. Indeed, outside of bankruptcy, even partial settlements with plaintiffs could mean additional lawsuits from those who choose not to accept the settlement or who act as future plaintiffs.

To increase its chances of success, J&J asked the plaintiffs to vote on the proposed settlement in advance. According to the latest information, approximately 83% of the current plaintiffs have received support, which exceeds the minimum required 75% needed for a judge to approve the global settlement and prevent further litigation.

As for J&J's third attempt at bankruptcy, this one focuses only on lawsuits related to ovarian cancer and other gynecological diseases. In doing so, the company is building on previous settlements with state attorneys general and earlier lawsuits related to mesothelioma, a rare type of cancer linked to asbestos exposure.

However, Johnson & Johnson's bankruptcy strategy faces a number of legal hurdles. These include the U.S. Supreme Court's June decision regarding Purdue Pharma's bankruptcy, as well as proposed new federal laws to prevent financially healthy companies like J&J from using bankruptcy protection to deal with similar situations.

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

Source: CNN, Reuters.

]]> https://en.bulios.com/status/188710-j-j-s-third-attempt-will-8-billion-be-enough-to-end-thousands-of-lawsuits-this-time Jamie Cameron bulios-article-188656 Mon, 23 Sep 2024 12:20:04 +0200

Kofola ČeskoSlovensko achieves excellent results for 2Q 2024, EBITDA outlook closer to the upper limit

Kofola $KOFOL.PR recorded very successful results in the second quarter of this year. Revenues grew by 33.7% compared to the same period last year and reached CZK 3.129bn, which was in line with expectations. However, profitability exceeded not only analysts' expectations but also the market consensus. Operating EBITDA increased by a significant 66.1% year-on-year to CZK 603 million, well ahead of expectations of CZK 523 million and the average market estimate of CZK 539 million. This growth was also positively impacted by net profit, which, including the full benefit of new acquisitions, reached CZK 303 million, compared to last year's CZK 122 million. Including non-controlling interests, net profit for the second quarter was CZK 272 million, well ahead of estimates of CZK 207 million.

KOFOL.PR

Kofola CeskoSlovensko a…

KOFOL.PR
331 Kč 2 Kč +0.61%
Fair Price: 787.93 Wv
Ayojzh: 67.98%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

An interesting feature of these results is the contribution of the newly acquired breweries, which Kofola incorporated into the newly created Beers & Ciders segment. This segment reported sales of CZK 476 million and EBITDA of CZK 110 million, beating expectations of CZK 351 million in sales and CZK 56 million in EBITDA. Another positive factor was the growth of the Fresh segment, which maintained an EBITDA margin of around 15%.

Kofola also confirmed that despite the recent flooding in the Czech Republic, its full-year EBITDA guidance remains at CZK 1,550-1,800 billion. The company also said that profitability is likely to approach the upper end of this range.

KOFOL.PR

Kofola CeskoSlovensko a…

KOFOL.PR
331 Kč 2 Kč +0.61%

What do you make of these results for the first half of the year?

]]> https://en.bulios.com/status/188656 Jamie Cameron bulios-article-188638 Mon, 23 Sep 2024 06:55:05 +0200 Ken Griffin and his strategy: what stocks did he cut back on significantly?

Ken Griffin, founder and director of hedge fund Citadel Advisors, is known for his fascination with diversification. His portfolios contain nearly 7,000 positions and manage over $102 billion in assets. This extensive diversification allows him to minimize the risks associated with individual stocks. Still, even such seasoned investors as Griffin sometimes make decisions to make significant changes to their portfolios. In the last quarter, we saw significant adjustments to some of his key investments.

Ken Griffin, one of the most successful investors of the past three decades, boasts annual returns of nearly 20% for his flagship Wellington Fund, nearly double the performance of the S&P 500. Although his portfolios include a wide range of stocks, his recent moves to adjust his portfolio are attracting attention.

PayPal Holdings $PYPL

PYPL

PayPal

PYPL
$77.88 -$2.20 -2.75%

One stock that Griffin has trimmed significantly in the last quarter is PayPal Holdings. This payments giant, which has long been on a roll thanks to a pandemic boom in online shopping, has faced stiff competition in recent years and its performance has been under pressure. Despite new CEO Alex Criss trying to turn the company's course, Griffin has decided to cut his stake by about 2.4 million shares. Although he still owns a significant amount of shares (about 6.3 million), the value of his investment has fallen to $363 million.

S&P Global $SPGI

SPGI

S&P Global Inc.

SPGI
$512.72 $1.02 +0.20%

Another significant change in Griffin's portfolio was the reduction in S&P Global shares. Griffin reduced his stake by nearly a third, to 1 million shares worth $460 million. The move came as a surprise, as Griffin had previously been increasing its stake and S&P Global had proven to be an excellent dividend title, with annual dividend growth of more than 11% over the past decade. Given that S&P Global shares have risen 35% over the past year, this reduction may be an example of earnings realization.

Microsoft $MSFT

MSFT

Microsoft

MSFT
$428.02 -$3.29 -0.76%

The biggest reduction, however, was in Microsoft stock. Griffin reduced its stake to 1.2 million shares from the original more than 1.7 million. The move is all the more interesting because other investors in the technology sector have been increasing their stakes in Microsoft. Microsoft, whose shares have risen 31% in the past year and 78% since the start of the AI boom, has had a strong performance and continued growth. Griffin has therefore decided to reduce its exposure to this fast-growing company.

Ken Griffin, despite his tremendous diversification and success rate, continues to adjust his portfolio based on current market conditions and personal strategies. His recent moves show that even the greatest investors are not immune to change and the need to adjust their investment strategies. Every move he makes can be instructive for individual investors trying to optimize their portfolios.

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

Source: CNN, 247wallst.com.

]]> https://en.bulios.com/status/188638-ken-griffin-and-his-strategy-what-stocks-did-he-cut-back-on-significantly David Boulder bulios-article-188590 Mon, 23 Sep 2024 06:45:13 +0200

US company Apollo Global Management has offered to invest up to $5 billion in Intel, Bloomberg News reported on Sunday.

Apollo has indicated in recent days that it would be willing to invest billions of dollars in Intel in the form of stock, the report said, citing a person familiar with the matter.

]]> https://en.bulios.com/status/188590 Charles Sainsbury bulios-article-188552 Sun, 22 Sep 2024 19:00:05 +0200

📅 Overview of the key events of the upcoming week!

🏭Monday:
Services and Manufacturing PMI: This purchasing managers' index (PMI) provides a snapshot of how key sectors of the economy are performing. Weaker numbers may indicate slowing growth, which can affect market sentiment.

📊Tuesday:
CB Consumer Confidence: Measures consumer confidence in the economy. Higher confidence means higher spending, which can support economic growth and market optimism.

🏠Wednesday:
New Home Sales: A healthy real estate market tends to be a positive sign for the economy. If new home sales increase, it can indicate consumer confidence and steady economic growth.

💻After Market Results: Micron $MU is one of the key players in semiconductor and memory technology. The company's results are an indicator of the state of the technology sector.

🎤💸Thursday:
Fed Chairman Powell's speech: A closely watched speech that may hint at the future direction of monetary policy.

US Q2 GDP: The most important indicator of the country's economic performance.

Initial jobless claims: This data gives us a snapshot of the state of the U.S. labor market. Low claims are a sign of a healthy labor market.

Pending home sales: An indicator of future activity in the real estate market. Strong growth can indicate continued demand for real estate.

🏬Outcomes after the markets close: Costco $COST This retailer's results are an important measure of consumer demand.

💼Friday:
Core PCE inflation data: The Fed's preferred inflation indicator.

Consumer Sentiment: This indicator tells us how consumers feel about the economic outlook. Optimistic sentiment can boost consumer spending and growth.

This week is full of key events that can significantly impact the markets. 📈

What events will you be watching in the coming week?

]]> https://en.bulios.com/status/188552 Wise investor bulios-article-188540 Sun, 22 Sep 2024 18:25:04 +0200

ConocoPhillips and Talos Energy: investment opportunities in the oil sector

ConocoPhillips (COP)

ConocoPhillips $COP is one of the largest independent oil and gas companies in the world. The company focuses on the exploration, production and distribution of oil and natural gas worldwide. ConocoPhillips $COP has an extensive portfolio of activities including operations in North America, Europe, Asia and Australia. The company's focus on the efficient use of natural resources and constant adaptation to market conditions makes it an attractive option for investors seeking stability in the oil sector.

Share price: The stock is currently trading at $109.87, down 0.62%.

COP

ConocoPhillips

COP
$104.72 $2.41 +2.36%
Fair Price: $251.33
Rvropj: 05.08%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

Talos Energy: Opportunity in a turbulent period

Talos Energy $TALO is an independent oil company focused on oil and gas exploration and production, primarily in the Gulf of Mexico region. Although the company has faced some challenges recently, such as the resignation of CEO Tim Duncan, Wall Street still believes in its potential. Shares of Talos Energy $TALO have fallen 5.9% in the past month and 24% year-to-date, but analysts expect the stock to rise 70% from its current price, with an average target price of $18. Strong earnings realization should help it get through this difficult period.

Analyst Estimates: Wall Street still believes in strong growth for Talos Energy stock, despite the current downturn.

TALO

Talos Energy Inc.

TALO
$10.19 $0.14 +1.39%
]]> https://en.bulios.com/status/188540 Charles Sainsbury bulios-article-188513 Sat, 21 Sep 2024 21:10:04 +0200

💡Pharmaceutical giant with a tempting dividend!

Investing in dividend stocks can be profitable, especially if they are companies with high dividend yields. One such case is pharmaceutical giant Pfizer $PFE, which is currently offering an enticing yield 5,7 %. However, this attractive value comes with a question, is this yield sustainable in the long term?

PFE

Pfizer

PFE
$29.09 $0.12 +0.41%

🔍 Dividend yields are a great way to generate passive income, but it's important to check how the company can sustain these dividends. At Pfizer, the payout ratio is currently an incredible 436 %, which is well above the safe limit of around 75 %. This may signal potential problems and a potential dividend cut, which could lead to a further decline in the share price.

📉 The pharmaceutical industry, particularly Pfizer, is facing tough challenges. Revenue from pandemic products is down, and the company's stock has fallen by 50 % from their peak. On the other hand, this significant decline may present an attractive buying opportunity for investors with a long-term investment horizon.

💼 Pfizer has more than 100 of new drugs and its global presence is undeniable. With planned savings and new drugs that have the potential to generate billions in revenue, the company's financial health could improve and dividends could return to more sustainable levels.

PFE

Pfizer

PFE
$29.09 $0.12 +0.41%
Fair Price: $30.04
Jfajabuf: 1.08%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

While the current payout ratio is a concern, the long-term commitment to dividends and revenue growth offers the potential for a positive turnaround.

What is your view on Pfizer's payout ratio and overall company operations?

]]> https://en.bulios.com/status/188513 Wise investor bulios-article-188501 Sat, 21 Sep 2024 21:05:04 +0200

CHEWY SHARES YES/NO?

1. Chewy as a growth stock with volatile results in 2024

-$CHWY is experiencing volatility due to expected lower pet spending.

- The stock has recovered due to positive results and the influence of investor Keith Gill.

- Shares are up more than 35% this year but have lost 18% from the June high.

2. Chewy's strong recurring business model

- 78.4% of revenue comes from Autoship, which provides recurring revenue.

- Autoship contributes to revenue stability and increases customer loyalty.

- Revenue per customer increased by 6.2%.

3. Decline in growth due to the post-pandemic downturn

- Pet ownership stabilizes after the pandemic boom.

-$CHWY expects a return to normal trends in 2025.

- The company benefits from non-discounted sales, which account for 85% of revenues.

4. Increasing margins as key to future earnings growth

-$CHWY is increasing margins through sponsored ads and the pharmacy segment.

- Pharmacy services have higher margins than retail sales.

-$CHWY focuses on private brands with higher margins than national brands.

5. Chewy reduces operating costs and increases efficiency

- The company has a high fixed cost infrastructure.

- As a result, it has operating leverage that helps increase profits.

6. Second-quarter achievements due to margin expansion

- Gross margin increased 120 basis points to 29.5%.

- Adjusted EBITDA margin increased from 3.2% to 5.1%.

- Adjusted EBITDA margin increased 65% on a 2.6% increase in sales.

7. Attractive valuation of Chewy shares

- The stock is trading at a forward P/E of around 26.

- Despite relatively slow revenue growth, the potential is high due to margin expansion.

- The valuation is lower than Walmart, but $CHWY is growing faster.

]]> https://en.bulios.com/status/188501 Jamie Cameron bulios-article-188488 Sat, 21 Sep 2024 19:45:04 +0200

Investors, which stocks make up more than 10% of your portfolio?

For me, $ASML, $GOOG, and $AAPLmake up a significant portion of my portfolio .

]]> https://en.bulios.com/status/188488 Bill Combs bulios-article-188475 Sat, 21 Sep 2024 18:50:07 +0200

Mercedes shares fall 8% on lower profit outlook

- Profit outlook cut: Mercedes $MBG.DE expects significantly lower pre-tax profit compared to the previous year.

- Weak demand in China: The Chinese market, a key market for Mercedes, saw a decline, which negatively impacted the outlook.

- Trade tensions: Rising tensions between the EU, the US and China are increasing pressure on European carmakers.

- Stock Decline:$MBG.DE shares fell 8% following news of weaker demand and poorer financial results.

- Entire automotive sector affected: Weaker Chinese demand and trade disputes are negatively impacting the entire automotive industry in Europe.

What do you think about investing in this sector at the moment?

]]> https://en.bulios.com/status/188475 Alfred Gray