Lately, I've been thinking about adding some construction stocks to my portfolio. So far, I've been most interested in $NVR and $0M6I.L. Both are very high quality companies, but the stock is currently quite expensive.
What construction stocks do you have in your portfolio?
TikTok in the US is saved, at least for the next 2.5 months. Do you think it will be taken over by someone or will one of the giants like Meta, Snap or Google take advantage of this window with a new and similar app?
💡 Johnson & Johnson: $14.6 billion acquisition strengthens the pharmaceutical giant's position in the neurological drugs market 💊
Johnson & Johnson $JNJ, one of the biggest players in the healthcare industry, has once again shown that growth through strategic acquisitions is their forte.
The company announced last week the purchase of biopharmaceutical firm Intra-Cellular... Read more
I have a portfolio composed mainly of dividend and value stocks, so those positions are similarly large. Tobacco companies pay a super dividend, so $BTI and $MO. But I've had $KO stock for a few years and that pays a nice dividend too.
Patterson-UTI Energy (PTEN): steady growth and attractive returns for shareholders
Patterson-UTI Energy $PTEN, a leading oil rig operator, is reporting solid results despite a volatile energy market. After a stock decline of approximately 7% in 2024, the company is experiencing a recovery, with shares already up 11% in 2025. The combination of dividend yield and share buybacks... Read more
These companies will definitely do well now, but I wouldn't necessarily write off stocks in the renewables sector either. Trump may not like renewables, but even so, for example, $FSLR stock is doing quite well right now.
Lately, I've been thinking about adding some construction stocks to my portfolio. So far, I've been most interested in $NVR and $0M6I.L. Both are very high quality companies, but the stock is currently quite expensive.
What construction stocks do you have in your portfolio?
...Read more
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These companies are really doing well and the performance is great. If $0M6I.L would get below $23, I would start buying.
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TikTok in the US is saved, at least for the next 2.5 months. Do you think it will be taken over by someone or will one of the giants like Meta, Snap or Google take advantage of this window with a new and similar app?
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Let's see who ends up buying it. The best scenario would be if TikTok is banned and users switch to Meta.
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Hopefully everything will be ok, no one will get hurt and it won't have a deeper impact on the company's subsequent results.
Telecom giant with dividends growing 14.8% annually
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I have$ADMA speculatively 🔥
💡 Johnson & Johnson: $14.6 billion acquisition strengthens the pharmaceutical giant's position in the neurological drugs market 💊
Johnson & Johnson $JNJ, one of the biggest players in the healthcare industry, has once again shown that growth through strategic acquisitions is their forte.
The company announced last week the purchase of biopharmaceutical firm Intra-Cellular...
Read more
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It's not a bad business, but I'd rather buy something riskier. Plus this stock isn't growing as mentioned and I don't see why it should start growing.
Which dividend stocks make up the largest part of your portfolio?
Of the dividend stocks, I have a larger position in $MO, $VICI, $O and $KOMB.PR.
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I have a portfolio composed mainly of dividend and value stocks, so those positions are similarly large. Tobacco companies pay a super dividend, so $BTI and $MO. But I've had $KO stock for a few years and that pays a nice dividend too.
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Doosan Škoda Power is going to the Prague Stock Exchange. We called Daniel Procházka, CEO, to tell us more about their plan.
https://www.youtube.com/watch?v=3QhP4_hYe4wPatterson-UTI Energy (PTEN): steady growth and attractive returns for shareholders
Patterson-UTI Energy $PTEN, a leading oil rig operator, is reporting solid results despite a volatile energy market. After a stock decline of approximately 7% in 2024, the company is experiencing a recovery, with shares already up 11% in 2025. The combination of dividend yield and share buybacks...
Read more
Zobrazit další komentáře
These companies will definitely do well now, but I wouldn't necessarily write off stocks in the renewables sector either. Trump may not like renewables, but even so, for example, $FSLR stock is doing quite well right now.