If you had to choose now, would you rather have $LMT or $RHM.DEstock in your portfolio ?
While $RHM.DEstock is up significantly this year, $LMT stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.
Despite the high price, I still find $RHM.DE more interesting. The stock may have risen now, but the company still has huge potential. With $LMT, the big risk is Musk, who can negatively impact this company.
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing... Read more
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been... Read more
Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGOstock on this pullback or are you waiting for better prices?
📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.
If you had to choose now, would you rather have $LMT or $RHM.DEstock in your portfolio ?
While $RHM.DEstock is up significantly this year, $LMT stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.
...Read more
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Despite the high price, I still find $RHM.DE more interesting. The stock may have risen now, but the company still has huge potential. With $LMT, the big risk is Musk, who can negatively impact this company.
Investors in action: who has the most influence on the arms leader?
3 stocks that could see strong earnings growth
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
Better-than-expected Q4 results:
Potential for margin...
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I'm investing more in technology stocks right now, but if the price drops a few more percent, it could be an interesting opportunity.
🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing...
Read more
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The question is whether the end of the internal combustion engine is the right way to go and whether it will only harm European carmakers.
Target faces 40-day boycott at the least opportune time
Do you buy, sell or hold?
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been...
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I've been buying mostly $AMZN now and $GOOG looks pretty cheap too.
Two stocks in the AI spotlight by Dan Ives
Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGOstock on this pullback or are you waiting for better prices?
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The drop is already quite big, al from this sector I have so far only bought $AMD.
📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
...Read more
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From that sector I have only the mentioned $CRWD so far and I have been gradually adding more.
TSMC plans $100 billion investment in US manufacturing capacity
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I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.