📢 US banks increase dividends and buybacks! The financial sector in the United States has just sent a clear signal to investors: the capital position of the largest banks is robust and so they are rewarding their shareholders. After successfully passing the Fed's stress tests , the banking giants have announced significant dividend increases and the launch of new share buyback... Read more
Does anyone else have $WBDstock in their portfolio ?
Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see... Read more
📈 Datadog is heading to the S&P 500 index! Shares of Datadog $DDOG jumped more than 15 %! This is due to the inclusion of this technology company in the prestigious S&P 500 index , where it will replace Juniper Networks after its recent acquisition by Hewlett Packard Enterprise $HPE.
Hi Buliosianssince I'm on vacation, I want to learn something new again. This time I'm interested in options. What is your experience with writing and buying options? What helped you in the beginning and what mistakes to watch out for the most? What sources do you recommend to get information from?
Thanks for all the tips and advice in the comments!
This week, the US Senate passed Trump's landmark "One Big Beautiful Bill" package, which combines tax breaks, spending cuts and security measures. It is a rather controversial issue, as the proposal almost did not pass the Senate and was decided only by a single vote, which was eventually added by J. D.Vance. In addition, the whole package would significantly increase the debt.
☁️ Oracle at historic highs! Shares of Oracle $ORCL, which specializes in enterprise software, database systems and cloud services, jumped to all-time highs after the company announced it will begin generating more than $30 billion a year from a new cloud deal starting in fiscal year 2028.
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
📢 US banks increase dividends and buybacks!
The financial sector in the United States has just sent a clear signal to investors: the capital position of the largest banks is robust and so they are rewarding their shareholders. After successfully passing the Fed's stress tests , the banking giants have announced significant dividend increases and the launch of new share buyback...
Read more
Zobrazit další komentáře
It's great news, but I think the buybacks are much better than the dividends.
Does anyone else have $WBDstock in their portfolio ?
Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see...
Read more
Zobrazit další komentáře
I haven't followed this company for a long time because they have a lot of debt and the growth is lousy.
VICI Properties Q1 2025: AFFO growth, investment in luxury projects and expansion
📈 Datadog is heading to the S&P 500 index!
...Shares of Datadog $DDOG jumped more than 15 %! This is due to the inclusion of this technology company in the prestigious S&P 500 index , where it will replace Juniper Networks after its recent acquisition by Hewlett Packard Enterprise $HPE.
Read more
Hi Buliosianssince I'm on vacation, I want to learn something new again. This time I'm interested in options. What is your experience with writing and buying options? What helped you in the beginning and what mistakes to watch out for the most? What sources do you recommend to get information from?
Thanks for all the tips and advice in the comments!
This week, the US Senate passed Trump's landmark "One Big Beautiful Bill" package, which combines tax breaks, spending cuts and security measures. It is a rather controversial issue, as the proposal almost did not pass the Senate and was decided only by a single vote, which was eventually added by J. D.Vance. In addition, the whole package would significantly increase the debt.
...
Read more
Lam Research | 1Q 2025: Strong revenue growth, improving margins and stable return on capital
☁️ Oracle at historic highs!
...Shares of Oracle $ORCL, which specializes in enterprise software, database systems and cloud services, jumped to all-time highs after the company announced it will begin generating more than $30 billion a year from a new cloud deal starting in fiscal year 2028.
Read more
Zobrazit další komentáře
It's good business, but the valuation is already very high. I'd buy the stock, but it would have to be cheaper.
The forgotten cloud leader with a 20% return on capital and a dividend on top
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
Zobrazit další komentáře
A month ago I was buying cheap $NVDA and now I'd rather save my money for the next drop.
Nike ends fiscal year 2025 with deep revenue decline and launches "Sport Offense" strategy
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
Zobrazit další komentáře
Frankly, I'm not looking for such shares yet, and I don't want to, because it might not turn out well.
Archer Aviation: air taxis closer to reality than science fiction
🚀 Company background and vision
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For me, this is more of a sci-fi thing, so it's not really appealing to me.