PennantPark Floating Rate Capital: Stable returns in an uncertain environment
1. Introduction:
- PennantPark Floating Rate Capital $PFLT: The company is a business development company (BDC) that provides high-interest loans to mid-sized businesses that traditional banks do not target. This focus allows it to choose borrowers who have a solid ability to repay their debts.
It's a nicely built business and the dividend is great too, but I guess I'm not interested enough in this company to include their stock in my portfolio.
Apple teams up with Airtel to fight for Indian music and TV streaming market
- Strategic Partnership: $AAPL has partnered with Bharti Airtel, India's second largest telecom company, to gain a competitive advantage in the digital content market in India.
- Free streamingAirtel : The deal includes free music and video streaming for many of Airtel's 281 million customers, which is... Read more
The anti-obesity drug industry was in 2023 valued at $5.6 billion and will exhibit a CAGR of 27% between 2024 and 2032 (expert opinion).
$LLY, $NVO and others are creating drugs like - Ozempic, Wegovy, Mounjaro and Zepbound - These are blockbusters in terms of weight loss market in my opinion. But which companies may have the best chance to take the biggest bite of that... Read more
Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
1. Strategic positioning and sophisticated design:
- Data Centers: $EQIX operates strategically located and sophisticatedly designed data centers that are ready to handle the growing demands for artificial intelligence (AI).
2. Key role in the technology ecosystem:
- Technology Ecosystem: $EQIX acts as a significant enabler... Read more
It's been 15 years since Disney $DIS bought Marvel Studios for $4 billion. Since then, Disney has made more than $30 billion worldwide from Marvel movies. But what's next for the division? It seems to me that Marvel has begun to decline a bit. How do you feel about that?
🗓️Přehled of important events for the coming week! 📊
Earnings season is coming to a close for us, so I will only be tracking the results of one company in the upcoming week. Not much to watch this week, but remember that we are already into September, which is historically the worst month for stock markets.
❌Monday: US Labor Day - US markets are closed. So we're having a bit of a... Read more
📈 Dell strengthens thanks to demand for AI servers!🚀
Shares of Dell Technologies $DELL are experiencing strong growth, mainly due to increasing demand for AI-optimized servers. Last quarter, orders for these servers came in at an impressive $3.2 billion, a significant increase from the previous $2.6 billion. 📊
Company Dell Technologies is a global leader in information technology... Read more
🌟 Marvell Technology surprises with great results thanks to artificial intelligence!
Chip maker Marvell Technology $MRVL has exceeded all expectations. 💪 Quarterly sales reached an impressive $1.27 billion, and with growth in the data center business of an incredible 92 % 📊 The company has shown that artificial intelligence is not just the future, but already a firm part of... Read more
Apple strengthens its position in the Indian market with partnership with Bharti Airtel
PennantPark Floating Rate Capital: Stable returns in an uncertain environment
1. Introduction:
- PennantPark Floating Rate Capital $PFLT: The company is a business development company (BDC) that provides high-interest loans to mid-sized businesses that traditional banks do not target. This focus allows it to choose borrowers who have a solid ability to repay their debts.
2....
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It's a nicely built business and the dividend is great too, but I guess I'm not interested enough in this company to include their stock in my portfolio.
Apple teams up with Airtel to fight for Indian music and TV streaming market
- Strategic Partnership: $AAPL has partnered with Bharti Airtel, India's second largest telecom company, to gain a competitive advantage in the digital content market in India.
- Free streamingAirtel : The deal includes free music and video streaming for many of Airtel's 281 million customers, which is...
Read more
Zobrazit další komentáře
Cool👍, Apple makes me happy.
The anti-obesity drug industry was in 2023 valued at $5.6 billion and will exhibit a CAGR of 27% between 2024 and 2032 (expert opinion).
$LLY, $NVO and others are creating drugs like - Ozempic, Wegovy, Mounjaro and Zepbound - These are blockbusters in terms of weight loss market in my opinion. But which companies may have the best chance to take the biggest bite of that...
Read more
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For me ro are both great companies. I wouldn't be afraid to include them in my portfolio. At what price would you buy $LLY?
Successful dividend company from the warehousing sector
3 dividend stocks that can shine thanks to expected interest rate cuts
Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
How do you currently view $CVS?
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They're not doing too well, but I've bought the stock. If the stock goes down, I'd still buy.
At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
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I think we have more growth to come. The 5,800 is probably realistic.
Equinix, Inc. - A key player in AI infrastructure
1. Strategic positioning and sophisticated design:
- Data Centers: $EQIX operates strategically located and sophisticatedly designed data centers that are ready to handle the growing demands for artificial intelligence (AI).
2. Key role in the technology ecosystem:
- Technology Ecosystem: $EQIX acts as a significant enabler...
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The price is high, but apparently the company is doing well and the price is rising nicely.
Three pharmaceutical companies with solid foundations and potential for growth
It's been 15 years since Disney $DIS bought Marvel Studios for $4 billion. Since then, Disney has made more than $30 billion worldwide from Marvel movies. But what's next for the division? It seems to me that Marvel has begun to decline a bit. How do you feel about that?
Zobrazit další komentáře
Nothing new or interesting has come out in a long time, but I have shares of $DIS and if they drop any further I would start overbought.
🗓️Přehled of important events for the coming week! 📊
Earnings season is coming to a close for us, so I will only be tracking the results of one company in the upcoming week. Not much to watch this week, but remember that we are already into September, which is historically the worst month for stock markets.
❌Monday: US Labor Day - US markets are closed. So we're having a bit of a...
Read more
Zobrazit další komentáře
I want to look at the $AVGO results today and I'll be interested in the Friday one too.
📈 Dell strengthens thanks to demand for AI servers!🚀
Shares of Dell Technologies $DELL are experiencing strong growth, mainly due to increasing demand for AI-optimized servers. Last quarter, orders for these servers came in at an impressive $3.2 billion, a significant increase from the previous $2.6 billion. 📊
Company Dell Technologies is a global leader in information technology...
Read more
Zobrazit další komentáře
Last year I thought about buying $HPQ stock, but I see that $DELL stock is doing much better. I'm adding this stock to my watchlist.
🌟 Marvell Technology surprises with great results thanks to artificial intelligence!
Chip maker Marvell Technology $MRVL has exceeded all expectations. 💪 Quarterly sales reached an impressive $1.27 billion, and with growth in the data center business of an incredible 92 % 📊 The company has shown that artificial intelligence is not just the future, but already a firm part of...
Read more
Zobrazit další komentáře
I didn't know the company until today. If it benefits and profits from this, it could do well for a while now.