What do you think about the recent news of a possible Intel acquisition?
After the news of a possible acquisition of Intel by an anonymous company, $INTCstock is up 9%. If that were to happen, I think it could only help Intel. But my opinion is still the same and I wouldn't buy $INTC stock.
🌍 Historic merger in sight? Rio Tinto and Glencore are about to change the mining industry! 🏗️💼
The mining industry may be on the cusp of one of the biggest events in its history. Giants Rio Tinto Group $RIO and Glencore Plc $GLEN.L are considering joining forces to create a new market titan capable of competing with the incumbent leader, BHP Group. $BHP If this transaction goes... Read more
Great news, thanks for that. I like $RIO.L too, I've had it in my portfolio for a while now, although it's hovering around zero in my rankings, but it has a decent dividend too. I take it as a top in the sector. A miner that's also trying to innovate and be a bit pro green, although of course it's never going to be green in this area, but you just need the raw materials. I also like $PBR but I'm scared there because I don't know what all may be going on in the Brazilian government.
💼 LVMH: A luxury investment with growth potential? ✨ Bank of America comes up with a fresh analysis, on LVMH stock $MC.PA. 🔍 After a challenging period for the luxury sector, BofA upgrades LVMH stock to a "Buy" rating and ranks it among its top investment ideas for the European market. In addition, the share price target has been raised to €735/$755 📈.
I have the stock in my portfolio and will hold it. Things have been a bit worse now, but I believe that will change and luxury goods will be in demand again.
Volkswagen and Rivian strengthen strategic partnership
-Strengthening cooperation: Volkswagen $VWA.BR CEO Oliver Blume confirmed Volkswagen is considering expanding its cooperation with Rivian, including sharing modules and pooling purchasing volumes to increase efficiency and reduce costs.
-Rivian's shares are rising: Following the announcement, shares of Rivian $RIVN ro... Read more
Ally Financial: A digital bank with long-term potential
Ally Financial $ALLY is the largest fully digital bank in the U.S., targeting millennials and Generation Z. Its strengths lie in its modern digital platform, steady client growth and robust auto lending business. Still, the company's stock faces challenges such as concerns over non-performing loans and uncertainty around... Read more
In the end, the results of the big banks turned out very well - almost all items exceeded expectations. I have $BACstock in my portfolio and was recently intrigued by @m wise_investor' s article on the City, so I bought $C at the beginning of the year and am very happy so far.
💡 Morgan Stanley: Record Q4 results confirm strength! 🚀
Morgan Stanley $MS is one of the most prominent global financial institutions, known for investment banking, wealth management and securities trading. This global financial institution has not only surpassed analysts' expectations, but more importantly, has shone with its top performance in equity and fixed income trading.... Read more
The results are really strong and I think this sector will continue to do very well this year. I've been quite interested in $SOFI and $C stock lately.
As far as defensive stocks are concerned, it's not just $PEP and $KOthat are falling now , but also $NESM.DE. Nestlé shares have lost more than 20% over the past year, yet the company is not doing badly financially at all. I don't buy defensive stocks much, but $PEP or $NESM.DE are at interesting prices right now.
Pacific Biosciences of California: the 2024 slump and hopes for a turnaround
Pacific Biosciences of California $PACB, a leader in long-read gene sequencing, saw its stock value drop dramatically by 81% in 2024 . Yet there is potential in this risky investment, as evidenced by the continued interest of prominent investor Cathie Wood, who continues to buy PacBio stock.
I still have about 30 shares of $PLTRin my portfolio that I bought last year in the $24-30 price range. I don't want to be too harsh, but I don't want to get too greedy again. So I'd like to know if you hold, or have held PLTR, how do you see it going forward?
Opinion on energy companies? Does it make sense at this point to create a new position/buy into an existing one? 🤔
After all, these companies are not AI related, so growth there of 10% over the last year is fine in my opinion (I'm talking about $XOM and $SHELfor example ). But what direction could this market be heading? I do believe in a positive scenario, namely that a ... Read more
What do you think about the recent news of a possible Intel acquisition?
After the news of a possible acquisition of Intel by an anonymous company, $INTCstock is up 9%. If that were to happen, I think it could only help Intel. But my opinion is still the same and I wouldn't buy $INTC stock.
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Even if that happens, I still think it's an uninteresting and risky investment. Intel simply won't catch up with its competition anymore.
🌍 Historic merger in sight? Rio Tinto and Glencore are about to change the mining industry! 🏗️💼
The mining industry may be on the cusp of one of the biggest events in its history. Giants Rio Tinto Group $RIO and Glencore Plc $GLEN.L are considering joining forces to create a new market titan capable of competing with the incumbent leader, BHP Group. $BHP If this transaction goes...
Read more
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Great news, thanks for that. I like $RIO.L too, I've had it in my portfolio for a while now, although it's hovering around zero in my rankings, but it has a decent dividend too. I take it as a top in the sector. A miner that's also trying to innovate and be a bit pro green, although of course it's never going to be green in this area, but you just need the raw materials. I also like $PBR but I'm scared there because I don't know what all may be going on in the Brazilian government.
💼 LVMH: A luxury investment with growth potential? ✨
Bank of America comes up with a fresh analysis, on LVMH stock $MC.PA. 🔍 After a challenging period for the luxury sector, BofA upgrades LVMH stock to a "Buy" rating and ranks it among its top investment ideas for the European market. In addition, the share price target has been raised to €735/$755 📈.
The shares responded by...
Read more
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I have the stock in my portfolio and will hold it. Things have been a bit worse now, but I believe that will change and luxury goods will be in demand again.
Volkswagen and Rivian strengthen strategic partnership
- Strengthening cooperation: Volkswagen $VWA.BR CEO Oliver Blume confirmed Volkswagen is considering expanding its cooperation with Rivian, including sharing modules and pooling purchasing volumes to increase efficiency and reduce costs.
- Rivian's shares are rising: Following the announcement, shares of Rivian $RIVN ro...
Read more
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I think the partnership is great and I think Rivian has a lot of potential. A lot of people in the US would rather buy a Rivian car than a Cybertruck.
Ally Financial: A digital bank with long-term potential
Ally Financial $ALLY is the largest fully digital bank in the U.S., targeting millennials and Generation Z. Its strengths lie in its modern digital platform, steady client growth and robust auto lending business. Still, the company's stock faces challenges such as concerns over non-performing loans and uncertainty around...
Read more
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The company is doing very well again, but I would rather pick either some classic bank stocks($BAC, $C) or I am very interested in $SOFI.
Goldman Sachs lures executives with million-dollar bonuses: 80 million for key players
In the end, the results of the big banks turned out very well - almost all items exceeded expectations. I have $BACstock in my portfolio and was recently intrigued by @m wise_investor' s article on the City, so I bought $C at the beginning of the year and am very happy so far.
Which bank stocks do you have in your portfolio?
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I have a few years of $JPM stock in my portfolio and that's good enough for now. Overall financial sector stocks are very expensive right now.
Bill Gates is investing in these 2 stocks for 2025. Are they worth watching?
💡 Morgan Stanley: Record Q4 results confirm strength! 🚀
Morgan Stanley $MS is one of the most prominent global financial institutions, known for investment banking, wealth management and securities trading. This global financial institution has not only surpassed analysts' expectations, but more importantly, has shone with its top performance in equity and fixed income trading....
Read more
Zobrazit další komentáře
The results are really strong and I think this sector will continue to do very well this year. I've been quite interested in $SOFI and $C stock lately.
As far as defensive stocks are concerned, it's not just $PEP and $KOthat are falling now , but also $NESM.DE. Nestlé shares have lost more than 20% over the past year, yet the company is not doing badly financially at all. I don't buy defensive stocks much, but $PEP or $NESM.DE are at interesting prices right now.
What's your take on $NESM.DEstock ?
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The drop there is really significant, but I've been looking more at $PEP stock lately, as the price is really low there right now.
Pacific Biosciences of California: the 2024 slump and hopes for a turnaround
Pacific Biosciences of California $PACB, a leader in long-read gene sequencing, saw its stock value drop dramatically by 81% in 2024 . Yet there is potential in this risky investment, as evidenced by the continued interest of prominent investor Cathie Wood, who continues to buy PacBio stock.
Reasons for...
Read more
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I don't like this, and there are exactly the things/factors that deter me from investing in it.
I still have about 30 shares of $PLTRin my portfolio that I bought last year in the $24-30 price range. I don't want to be too harsh, but I don't want to get too greedy again. So I'd like to know if you hold, or have held PLTR, how do you see it going forward?
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I still have shares of $PLTR in my portfolio, but I've sold some of it now and will hold the rest.
Opinion on energy companies? Does it make sense at this point to create a new position/buy into an existing one? 🤔
After all, these companies are not AI related, so growth there of 10% over the last year is fine in my opinion (I'm talking about $XOM and $SHELfor example ). But what direction could this market be heading? I do believe in a positive scenario, namely that a ...
Read more
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I just don't care much for this sector, but I agree and js very likely that Trump's policies will help these companies significantly.