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
That Google is sinking pretty good. On Friday, the stock was down 4% and the price was down to $156. That's an 18% drop this year alone, but fortunately the fundamentals haven't changed, which I see as a great opportunity, so I'll be overbought.
What do you think of the current valuation of $GOOG? Are you overbought?
📈 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
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
Do you think the end of Musk at DOGE will be a positive for Tesla $TSLA? Or is the 32% YTD decline a reflection of investor distrust, given tariffs, sales, potential price increases and further margin compression?
Let's see how the stock reacts tomorrow and if anything changes. But if Musk really does leave DOGE and start focusing on his companies, the stock should rise again.
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North... Read more
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
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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
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So far, only $TCEHY and $CDR.WA have caught my eye from this sector.
That Google is sinking pretty good. On Friday, the stock was down 4% and the price was down to $156. That's an 18% drop this year alone, but fortunately the fundamentals haven't changed, which I see as a great opportunity, so I'll be overbought.
What do you think of the current valuation of $GOOG? Are you overbought?
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Great business and with a P/E of 20 it's really cheap. We'll see what the stock reaction is tomorrow.
📈 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
Zobrazit další komentáře
This is one of the reasons why I don't invest in IPOs, it's just speculation and in this case I wouldn't make any money on it.
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.
TSMC | 4Q 2024 Analysis: AI chips pull record profits, but risks remain
French 8% dividend: Is its payout sustainable?
Do you think the end of Musk at DOGE will be a positive for Tesla $TSLA? Or is the 32% YTD decline a reflection of investor distrust, given tariffs, sales, potential price increases and further margin compression?
...Read more
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Let's see how the stock reacts tomorrow and if anything changes. But if Musk really does leave DOGE and start focusing on his companies, the stock should rise again.
Tesla | 4Q 2024 Analysis: production challenges, declining supply and strategic steps to return to growth
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
Energy Transfer's key growth drivers:
Strong...
Read more
Zobrazit další komentáře
As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday
ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
Job...
Read more
Zobrazit další komentáře
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North...
Read more
Zobrazit další komentáře
It's definitely one of the best companies, but I'm currently looking more at $BAESF.