📈 CoreWeave - a new player on the stock exchange! Nvidia-backedstartup CoreWeave went public just a few days ago. Its IPO didn't go so well. The shares opened below the subscription price. The media wrote about the disappointment. Investors were hesitant.
Today, the stock is up more than +20 % and the price has climbed above the IPO threshold - $48.70 per share , up from $40. A... Read more
I was honestly expecting more growth, but luckily I didn't buy. But it will be of some interest to see how the company fares and what results it reports then.
Shares of $JNJ fell 4% today after a US judge rejected Johnson & Johnson's proposal to settle tens of thousands of lawsuits for $10 billion. I don't have $JNJ stock in my portfolio and I certainly won't be buying it, because its growth is lousy and the business isn't doing very well either.
Does it make sense for anyone else to invest in $JNJ?
Business is probably good, but the stock just isn't growing and it's not very interesting. The company has some issues and the stock will probably still go sideways.
Amdocs (DOX): stable software player with growth potential
Amdocs $DOX which provides software solutions for telecom and media companies, has caught analyst attention for its low volatility and steady growth. Its stock is up nearly 7% this year, despite a 6% decline in the S&P 500.
Steady growth and low earnings volatility:
10-year EBITDA growth variability of only 5% - very... Read more
📉 PayPal under pressure - geopolitics only deepens the crisis of investor confidence! PayPal shares $PYPLlast week weakened by more than 8 % after the debate over the possible imposition of fees on US digital platforms reignited in Europe. Names like PayPal and Google are in the spotlight . The head of the European Parliament's international trade committee , Bernd Lange,... Read more
Kroger $KR one of the largest retail chains in the US, is becoming an attractive option for defensive investors thanks to its stable business model and earnings growth. Despite higher EBITDA volatility (32%), it provides predictable earnings through sales of food and drug products - a sector that is less sensitive to economic cycles... Read more
Hi investors, I would like to ask, what percentage of a portfolio do you think should be invested in one company's stock at most to still be considered a "sound" investment? Do you have any limitations? For example, you don't want to have more than 10% ptf allocation in one company's stock or you don't look at that?
Are you inspired by Warren Buffett and his investing?
He's one of the best investors and it's definitely good to keep track of what he's doing and what stocks he's bought or sold on a regular basis. For example, I was inspired by investing in $AAPL, so I bought the stock a few years ago and am currently making a nice profit on it (it was also the first stock I bought).
VeriSign: The stealth winner in Buffett's portfolio
VeriSign stock $VRSN are up more than 21% this year, making it Berkshire Hathaway's best-performing U.S. investment. With growth of more than 32% over the past 12 months, the firm is showing that its stable business model, high margins and removal of regulatory risk are delivering attractive returns to investors.
It's probably not that interesting to me, but Buffett has clearly succeeded in this investment and it's very likely that the stock will continue to rise for some time.
🎮 Ubisoft establishes new division - Tencent invests $1.25 billion.
Ubisoft $UBI.PA, a traditional French video game player, is entering a new chapter. It is setting up a subsidiary that will cover its biggest and most profitable brands - Assassin's Creed, Far Cry and Tom Clancy's Rainbow Six. But it's not just an internal restructuring. Chinese giant Tencent $TCEHY is stepping... Read more
📈 CoreWeave - a new player on the stock exchange!
Nvidia-backedstartup CoreWeave went public just a few days ago. Its IPO didn't go so well. The shares opened below the subscription price. The media wrote about the disappointment. Investors were hesitant.
Today, the stock is up more than +20 % and the price has climbed above the IPO threshold - $48.70 per share , up from $40. A...
Read more
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I was honestly expecting more growth, but luckily I didn't buy. But it will be of some interest to see how the company fares and what results it reports then.
Shares of $JNJ fell 4% today after a US judge rejected Johnson & Johnson's proposal to settle tens of thousands of lawsuits for $10 billion. I don't have $JNJ stock in my portfolio and I certainly won't be buying it, because its growth is lousy and the business isn't doing very well either.
Does it make sense for anyone else to invest in $JNJ?
Zobrazit další komentáře
Business is probably good, but the stock just isn't growing and it's not very interesting. The company has some issues and the stock will probably still go sideways.
Amdocs (DOX): stable software player with growth potential
Amdocs $DOX which provides software solutions for telecom and media companies, has caught analyst attention for its low volatility and steady growth. Its stock is up nearly 7% this year, despite a 6% decline in the S&P 500.
Steady growth and low earnings volatility:
10-year EBITDA growth variability of only 5% - very...
Read more
Zobrazit další komentáře
Even if the stock had risen as predicted, that growth would still have been pretty weak, so I'm honestly not too impressed.
📉 PayPal under pressure - geopolitics only deepens the crisis of investor confidence!
PayPal shares $PYPL last week weakened by more than 8 % after the debate over the possible imposition of fees on US digital platforms reignited in Europe. Names like PayPal and Google are in the spotlight . The head of the European Parliament's international trade committee , Bernd Lange,...
Read more
Kroger: Defensive leader with growth potential
Kroger $KR one of the largest retail chains in the US, is becoming an attractive option for defensive investors thanks to its stable business model and earnings growth. Despite higher EBITDA volatility (32%), it provides predictable earnings through sales of food and drug products - a sector that is less sensitive to economic cycles...
Read more
Hi investors, I would like to ask, what percentage of a portfolio do you think should be invested in one company's stock at most to still be considered a "sound" investment? Do you have any limitations? For example, you don't want to have more than 10% ptf allocation in one company's stock or you don't look at that?
AMD | 4Q 2024: Growth in data centers, but AI faces challenges
Are you inspired by Warren Buffett and his investing?
He's one of the best investors and it's definitely good to keep track of what he's doing and what stocks he's bought or sold on a regular basis. For example, I was inspired by investing in $AAPL, so I bought the stock a few years ago and am currently making a nice profit on it (it was also the first stock I bought).
Zobrazit další komentáře
Thanks to him I started to follow the market in Japan, where there are interesting pieces.
👀 The PX-TR Index gained +20% during the first quarter. How did the individual titles in its base perform during this period?
Do you have any of the stocks in your portfolio?
TSMC | 4Q 2024 Analysis: AI chips pull record profits, but risks remain
French 8% dividend: Is its payout sustainable?
VeriSign: The stealth winner in Buffett's portfolio
VeriSign stock $VRSN are up more than 21% this year, making it Berkshire Hathaway's best-performing U.S. investment. With growth of more than 32% over the past 12 months, the firm is showing that its stable business model, high margins and removal of regulatory risk are delivering attractive returns to investors.
A stable...
Read more
Zobrazit další komentáře
It's probably not that interesting to me, but Buffett has clearly succeeded in this investment and it's very likely that the stock will continue to rise for some time.
🎮 Ubisoft establishes new division - Tencent invests $1.25 billion.
Ubisoft $UBI.PA, a traditional French video game player, is entering a new chapter. It is setting up a subsidiary that will cover its biggest and most profitable brands - Assassin's Creed, Far Cry and Tom Clancy's Rainbow Six. But it's not just an internal restructuring. Chinese giant Tencent $TCEHY is stepping...
Read more
Zobrazit další komentáře
So far, only $TCEHY and $CDR.WA have caught my eye from this sector.