🗓️ Investment Outlook of the Week! This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday Results before the markets open: Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel... Read more
There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to... Read more
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll! Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
Generational Trend: A strong shift in the perception of health among Generation Z and millennials - an emphasis on regular exercise, prevention and healthy living.
Brand & Marketing.
Base growth: The company has seen increasing sales per branch (same-store sales growth), a strong signal of a healthy business.
I read a few days ago that China is considering lifting some tariffs on solar panels and other such equipment. (It may have already happened, I'm not sure). So are you considering buying up stocks like $FSLR, $ENPH and others? It could be a positive catalyst for further growth.
Does anyone have $CAVAstock in their portfolio or on their watchlist ?
I added them to my portfolio a while ago and I think they have decent potential. The company focuses on modern Mediterranean cuisine. It currently operates 382 restaurants and aims to reach 1,000 locations by 2032. Overall the company is doing great and financially they are doing well too.
🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders! Cisco $CSCO delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The... Read more
I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.
🗓️ Investment Outlook of the Week!
This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday
Results before the markets open:
Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel...
Read more
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I'll keep an eye on that Google conference and see how PMI turns out.
The results season is slowly coming to an end, but this week will be interesting. I'll be watching the results of $PANW, $TGT and $BIDU.
Which companies' results will you be interested in?
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I'll keep an eye on $TGT, $BIDU and $LOW.
There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
How do you seet...
Read more
Zobrazit další komentáře
Under that $300, it creates quite an interesting opportunity and I will be buying gradually.
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to...
Read more
UK dividend giant bets on vaccines and stable yields
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll!
...Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
Read more
Zobrazit další komentáře
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
Read more
Zobrazit další komentáře
Obviously they're going to do well these days, but I don't see that much potential.
Warner Bros. Discovery | 1Q 2025: streaming growth, studio decline and restructuring on the horizon
I read a few days ago that China is considering lifting some tariffs on solar panels and other such equipment. (It may have already happened, I'm not sure). So are you considering buying up stocks like $FSLR, $ENPH and others? It could be a positive catalyst for further growth.
Zobrazit další komentáře
I wouldn't want to take a long position in this, but the potential is quite great.
Does anyone have $CAVAstock in their portfolio or on their watchlist ?
I added them to my portfolio a while ago and I think they have decent potential. The company focuses on modern Mediterranean cuisine. It currently operates 382 restaurants and aims to reach 1,000 locations by 2032. Overall the company is doing great and financially they are doing well too.
Zobrazit další komentáře
So far I have $MCD from this sector and I am satisfied. However, this may be quite a competition.
🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders!
Cisco $CSCO delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The...
Read more
Zobrazit další komentáře
I have only $CRWD from this industry so far and I am happy. The stock is rising nicely and I probably won't add another share.
Arm | 4Q 2025: Solid results, weaker outlook and a bet on the AI future
What do you think of the $BABAresults ?
I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.
Zobrazit další komentáře
I don't invest in China because it's too big a risk for me. Plus, stocks are pretty expensive right now.