Amgen and its MariTide programme: Is the stock drop worth the buying opportunity?
Amgen $AMGN recently disclosed the results of its obesity treatment candidate MariTide, which has completed Phase II clinical trials. Although the stock responded with a drop of more than 12%, it closed the day with only a 4.7% decline. The market viewed the results as less promising compared to... Read more
Overall, the industry has a lot of potential right now. I'm probably most interested in $NVO so far and the stock is pretty down right now, so I'm thinking about buying.
Some time ago I was quite interested in VARTA. I think everyone knows their products, but I was surprised that it is a publicly traded company. Shares of $VAR1.DE are very volatile, but some of the price movements/changes are quite interesting. I don't own shares of this company and won't be buying for my portfolio, but it could be an interesting stock to speculate on.
📢 Google under major pressure: Major changes to online advertising and a possible split of the tech giant!
Canada's Competition Bureau has launched a landmark case against Google $GOOGL for allegedly abusing its dominant position in the online ad market. The case reflects the growing pressure on tech giants and their practices that many experts say stifle competition,... Read more
🚨 Dramatic drop in Symbotic shares! On Wednesday, shares of Symbotic $SYM, a company that makes artificial intelligence robots for warehouse automation, plunged by 36 %. Today, however, they're gaining more than 12 %! The main reason for the drop was newly revealed accounting errors that cast doubt on its financial results for fiscal year 2024.
The SP500 is making new ATH again. The index recently crossed the 6000 point mark and the total appreciation for this year is 26%. I still regularly add $CSPX.L every month , but I'm currently not sending as much money there and prefer to accumulate cash.
How do you currently feel about the SP500? Are you still buying or do you think the index is too expensive?
Disney's expansion in the cruise ship segment: Potential to double revenue by 2027
Company The Walt Disney Company $DIS plans to significantly expand its cruise fleet and double revenue from this segment by 2027. Cruises are becoming a key part of the company's growth strategy, with the goal of competing with flagship segments such as ESPN.
Disney could grow again now. I have a smaller position in the portfolio and have long-term confidence in the company, so we'll see how the company does in 2025.
📊 HP shares: under pressure, but with an interesting vision for the future! Shares of HP Inc. $HPQ fell more than a quarter after announcing quarterly results 11 %, reflecting the challenges associated with the personal computer and printing markets.
Dell reported results yesterday that were pretty good, but the outlook for the future was not so positive, which is why $DELLstock subsequently fell 12% . Overall, I think Dell is a pretty nice company with nice growth, and in theory this drop could be an interesting buying opportunity.
Will anyone be buying $DELL after yesterday's drop?
Procter & Gamble: Growth Strategy and Innovation as Drivers of Success
Company Procter & Gamble $PG is experiencing solid growth through innovation, expansion in global markets and a strong presence in the Chinese market. These developments have led analysts from D.A. Davidson to raise their target price on P&G stock to 209 USD, up from $160 previously.
🎥Zoom on the rise: strong results and new ambitions!
Zoom Communications $ZM surprised analysts with its third-quarter results, which it announced on Monday after the markets closed!
Sales rose by 4 % to $1.18 billion, which is more than expected. Net income jumped by 47 % to $207.1 million.(66 cents per share). This growth was primarily driven by the expansion of the company... Read more
Amgen and its MariTide programme: Is the stock drop worth the buying opportunity?
Amgen $AMGN recently disclosed the results of its obesity treatment candidate MariTide, which has completed Phase II clinical trials. Although the stock responded with a drop of more than 12%, it closed the day with only a 4.7% decline. The market viewed the results as less promising compared to...
Read more
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Overall, the industry has a lot of potential right now. I'm probably most interested in $NVO so far and the stock is pretty down right now, so I'm thinking about buying.
Some time ago I was quite interested in VARTA. I think everyone knows their products, but I was surprised that it is a publicly traded company. Shares of $VAR1.DE are very volatile, but some of the price movements/changes are quite interesting. I don't own shares of this company and won't be buying for my portfolio, but it could be an interesting stock to speculate on.
What is...
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A lot of this stock is influenced by big investors, which is not good and I would rather look for another stock.
📢 Google under major pressure: Major changes to online advertising and a possible split of the tech giant!
Canada's Competition Bureau has launched a landmark case against Google $GOOGL for allegedly abusing its dominant position in the online ad market. The case reflects the growing pressure on tech giants and their practices that many experts say stifle competition,...
Read more
Zobrazit další komentáře
$GOOG is one of my biggest positions in my portfolio. I sincerely hope they keep the Chrome one, as otherwise it would be a very big deal.
🚨 Dramatic drop in Symbotic shares!
...On Wednesday, shares of Symbotic $SYM, a company that makes artificial intelligence robots for warehouse automation, plunged by 36 %. Today, however, they're gaining more than 12 %! The main reason for the drop was newly revealed accounting errors that cast doubt on its financial results for fiscal year 2024.
Read more
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This is a business that has a hell of a lot of potential, but this company didn't impress me much.
The SP500 is making new ATH again. The index recently crossed the 6000 point mark and the total appreciation for this year is 26%. I still regularly add $CSPX.L every month , but I'm currently not sending as much money there and prefer to accumulate cash.
How do you currently feel about the SP500? Are you still buying or do you think the index is too expensive?
Zobrazit další komentáře
The index may be up, but it will continue to rise for a long time. As for ETFs, I would invest in them regularly and still the same amount.
What two stocks can benefit from trends in AI and digital advertising?
Disney's expansion in the cruise ship segment: Potential to double revenue by 2027
Company The Walt Disney Company $DIS plans to significantly expand its cruise fleet and double revenue from this segment by 2027. Cruises are becoming a key part of the company's growth strategy, with the goal of competing with flagship segments such as ESPN.
Key expansion points:
1. Rapid fleet...
Read more
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Disney could grow again now. I have a smaller position in the portfolio and have long-term confidence in the company, so we'll see how the company does in 2025.
📊 HP shares: under pressure, but with an interesting vision for the future!
...Shares of HP Inc. $HPQ fell more than a quarter after announcing quarterly results 11 %, reflecting the challenges associated with the personal computer and printing markets.
Read more
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Last year I thought about buying $HPQ, but luckily I didn't and now I'm quite glad I did.
The next big growth opportunity for Disney
Dell reported results yesterday that were pretty good, but the outlook for the future was not so positive, which is why $DELLstock subsequently fell 12% . Overall, I think Dell is a pretty nice company with nice growth, and in theory this drop could be an interesting buying opportunity.
Will anyone be buying $DELL after yesterday's drop?
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Performance-wise, I don't find it very interesting, but it's a quality business and the company has a long history.
Cathie Wood's new investments: which stocks is she betting on now?
Procter & Gamble: Growth Strategy and Innovation as Drivers of Success
Company Procter & Gamble $PG is experiencing solid growth through innovation, expansion in global markets and a strong presence in the Chinese market. These developments have led analysts from D.A. Davidson to raise their target price on P&G stock to 209 USD, up from $160 previously.
Key growth drivers:
1. Str...
Read more
Zobrazit další komentáře
I agree with the opinion below. The stock doesn't outperform the SP500 anyway, so it's uninteresting to me.
🎥Zoom on the rise: strong results and new ambitions!
Zoom Communications $ZM surprised analysts with its third-quarter results, which it announced on Monday after the markets closed!
Sales rose by 4 % to $1.18 billion, which is more than expected. Net income jumped by 47 % to $207.1 million. (66 cents per share). This growth was primarily driven by the expansion of the company...
Read more
Zobrazit další komentáře
Probably nothing for me, they're past that major growth.