Microsoft and Google will report the results today. I only have $GOOG-2.6%stock in my portfolio for now , but when $MSFT-3.4% is at a lower price, I'd like to buy.
Which company do you see more potential in and do you have their… read more
Coupang: Korean Amazon on the road to growth
- Coupang $CPNG-0.6% is Korea's leading online retailer that has successfully applied a strategy similar to Amazon.
-$CPNG-0.6% 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… read more
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… read more
DraftKings : building on success in the fast-growing online betting market
- DraftKings $DKNG-0.5% is a leading brand in the rapidly growing online sports betting and gambling industry.
-$DKNG'-0.5%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… read more
🎧 Spotify is literally flying up today! 🎙️
Spotify Technology $SPOT is the world leader in streaming music and podcasts. Their innovative platform offers millions of users access to endless music tracks and podcast shows from around the world.
Spotifyshares are up more than 14 %after reporting fiscal first quarter results today, beating all expectations for earnings and… read more
It's an interesting company, but it's probably too much speculation for me.
Celsius Holdings : Energy Drinks with Rocket Growth
-$CELH-0.7% manufactures sugar-free energy drinks made from natural ingredients with thermogenic properties that promote a faster metabolism.
-$CELH-0.7% Is the third largest energy drink brand in the U.S. and has a distribution agreement with PepsiCo.
- In 2023 ,$CELH-0.7% achieved sales of $1.3 billion, up 102%, and EBITDA grew… read more
I've already sold the position, I'd wait for the moment anyway.
📉 Verizon shares fall after earnings announcement! 📉
Verizon Communications $VZ is an American telecommunications services provider headquartered in New York City. It focuses primarily on providing mobile, fixed and broadband services to both residential and business customers. Verizon is known for its cutting-edge infrastructure and technological innovations that put it at the… read more
I also follow the company, it's great that they are trying to innovate and how technology is changing, but the question is, can they handle the change and the competition, the loss of customers is a pretty unpleasant thing.
Block: Innovation and Growth in Finance
- Block $SQ-2.3%, known for the Square ecosystem, is focused on profitability growth with the goal of reaching Rule 40 metrics by 2026.
- Rule of 40 includes revenue and profit margin growth above 40%, indicating responsible growth for the company.
-$SQ-2.3% focuses on specific industries with products like Square for Franchises, and… read more
Which companies' results will interest you most this week?
I will definitely be interested in the results of$TSLA+1.5%, $META-11.8%, $GOOG-2.6% and $CAT-6.7%.
For me the REITs that have been mentioned here are definitely banks like $BACand-1.7%maybe $CVSand-1.1% $CAT-6.7%.
Does anyone have $LULU-1.5%loaded ? I'd love to hear your thoughts.
I am unable to evaluate the long-term sustainability of their competitive advantage, which is supposedly all about customer loyalty due to the company's strategy of building a positive relationship with their customers through various workshops, sports lessons, etc. Their site has a very fast turnover of offers… read more
KINDER MORGAN: STABLE GROWTH AND ATTRACTIVE DIVIDEND
- Kinder Morgan $KMIprovides a-0.1%high source of income with a 6.4% yield, one of the highest payouts in the S&P 500.
- In the first quarter, the company generated DCF of $1.4 billion, a 5% increase from last year.
- Dividend stability was reflected in the seventh straight year of dividend increases.
- Approximately 68% of the… read more
The company is great. After last week's results, it scored a nice valuation. The stock is now the highest it's been since January 2023. But the company is still in a sideways trend, so hopefully it will find the strength to break out. Do you have it in your portfolio?
Shares of AI chip companies plunged several percent yesterday📉
Shares of Nvidia $NVDA+3.2%were in a selling trend after an analyst pointed out that Super Micro Computer $SMCI+4.4%, another big player in AI, failed to present preliminary earnings, raising doubts about upcoming results.
You can see the drop there nicely, but as Christopher writes, those prices are still high.
How do you perceive Rivian?
For me, an interesting company in which I see quite a lot of potential. Shares of $RIVN-3.6% seem quite undervalued and I think there is quite a bit of room for growth. As far as cars go, I recommend watching a great video by Peter Mara where he breaks down the pros and cons of Tesla and Rivian.
As long as they're going to lose $30k on every car sold, it doesn't make sense to me. I'd rather not speculate.
Alaska Airlines: Hope for a Revival
- Alaska Airlines $ALK-1.9% has unveiled earnings forecasts for the second quarter and full year that significantly beat estimates.
- Despite an initial loss in the first quarter caused by the Boeing 737 Max 9 door plug damage incident, Alaska Airlines $ALK-1.9% expects adjusted earnings per share in the range of $2.20 to $2.40, up from the $2… read more
Forward doesn't look bad, but I'd probably prefer to go with larger companies when investing in this sector, which is pretty erratic.
One of the fastest growing investor communities in Europe
Comprehensive data and information on thousands of stocks from around the world
Current information from global markets and individual companies
Education and exchange of investment experience among investors
Fair prices, portfolio tracker, stock screener and other tools
All data provided on Bulios is provided for informational purposes only, and is not intended for trading or investing purposes. Find out more
© Bulios 2024
I definitely prefer $MSFT-3.4% as Filip writes, it has a lot of segments. However, I don't underestimate $GOOG-2.6% and if it drops somewhere to 130-140$, I will probably buy it. 😊