📅 This week's key events: Corporate results, macro data and tech dominance !📊
The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.
I have a portfolio composed mainly of dividend and value stocks, so those positions are similarly large. Tobacco companies pay a super dividend, so $BTI4.2% and $MO1.2%. But I've had $KO2.6% stock for a few years and that pays a nice dividend too.
Shares of $O-0.1% and $VICI-1.7% did not grow much last year, but $NVR-2.7% did very well. I recently came across NVR REITs and I have to say I've been quite impressed with their performance. The company has been growing steadily and the stock is not as expensive as it used to be. I still want to do a more detailed analysis, but so far I find this stock quite attractive.
I see $O-0.1%stock is still pretty cheap. The stock is down over 10% this year. I already have the stock in my portfolio, but I'm thinking of buying more.
🚀 Key events and company results in the coming week! We have a packed schedule again this week, spiced up with the culmination of the presidential battle between Vice President Kamala Harris and former U.S. President Donald Trump. ... Read more
In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O-0.1%, $VICI-1.7%) and maybe even $CVS-0.8%.
What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?
With the tension in the markets, dividend stocks are quite interesting to me. Here are 3 interesting companies that keep raising their dividend! 📈💡
🏭 National Storage Affiliates Trust $NSA National Storage Affiliates Trust is a real estate investment trust (REIT) that specializes in managing storage facilities. With a portfolio of more than 1,052... Read more
📆 Overview of interesting things for the upcoming week! 🚀
This week I will be watching mostly company results. With the investor sentiment from last week, I think wonders will happen when the markets announce earnings.
🔍 Monday: ISM Services PMI - This index measures economic activity in the service sector and often serves as an indicator of overall economic health.
Thanks again for the summary, great! The results will certainly be interesting, but more so in the long run. They can't change the market situation this week in my opinion.
This week was quite busy and quite a lot happened on the stock market. There are a lot of interesting companies reporting results again next week. I will be interested in the results of $O-0.1%, $CAT-8.7%, $DIS-9.3%, $CVS-0.8%, $WBD-13.3% and $BABA-0.3%.
Which companies' results will you be interested in next week?
Yees, I'm just happy with $O-0.1%. I have this stock in my portfolio. But dividend increases at most companies show their strength, so great at all of them.
💼 Interesting investment opportunity: the Realty Income 🚀
Known for its monthly payout and dividend increases ,Realty Income Corporation $O-0.1% is a real estate investment trust (REIT) that invests in standalone commercial real estate.
The company just upgraded its outlook for this year.
Realty Income has long been a favorite among yield-focused investors due to its attractive... Read more
💵 Three reliable dividend stocks with a yield above 5%!
Here is my pick of 3 interesting dividend companies from different sectors.
These companies are known for their long history of raising dividends every year and at current prices offer yields over 5 %. Although dividend increases are not expected to be huge somehow, their stability and advantages over their competitors make... Read more
We'll see how the $NVDA-7.8% results come out tomorrow and how other stocks react.