CVS Health $CVS showed investors solid work on turning the company around — for the fourth time this year it raised its profit and revenue outlook for 2025 and confirmed that the consolidation efforts of new CEO David Joyner are delivering results. Earnings per share are expected to reach 6.60–6.70 USD, which is slightly above consensus, and revenue is expected to exceed 400... Read more
If it can grow at an 18% CAGR over the next 3–5 years, that’s not bad at all. I just don’t know how they plan to achieve that, and I don’t follow it at all, so I have no idea what’s changed there in the few years it’s been sideways.
What do you think about the recent developments around Netflix? Are you buying the stock?
$NFLX announced the takeover of rival company $WBD, which includes, for example, the streaming platform HBO. Paradoxically, this has had a negative effect on the stock and over the past month it has fallen by approximately 10%. Netflix shares hadn’t experienced any significant decline for a... Read more
Well, PARA and Trump — it looks like there could even be a reversal, and I wouldn’t mind at all if that deal fell through; then, with subsequent results, Netflix could be sold for a nice gain. I opened my position at the first drop after the announcement, and if it goes to 90 I’ll be buying more.
Shows like Game of Thrones and similar titles are what Netflix would need under its umbrella, and over a five-year horizon that would push Netflix several steps forward, especially combined with live sports broadcasts.
Anyway, I’m curious to see the next earnings and how this acquisition will turn out.
Yesterday it was announced which companies will be added to the S&P 500. Carvana was also added to the index. The company's shares are extremely volatile and have risen by more than 8,000% since 2023, which is crazy. The company currently meets all the requirements for inclusion, but that can change quickly.
What do you think about Carvana getting into the S&P 500? Do you have... Read more
It seems like an interesting buy $DSY.PA, I don't yet have the software segment well represented in my portfolio.... could you please send me a counterargument on this stock? Thank you.....
Here’s an overview of how Dassault Systèmes is doing — current P/E, forward P/E, and what forecasts say for the future.
📊 Current P/E and forward P/E
According to one source, P/E (ttm) is ~26.8 and forward P/E ~17.4.
Another metric shows a P/E of 18.6 and a forward P/E of about 20.9 for the stock (on a different basis).
🔮 Estimates / forecast for earnings and growth
Analysts expect EPS (earnings per share) to grow by ~10.6% annually and revenues by ~5.6% p.a.
The company itself has set an ambitious target: between 2025–2029 it aims for EPS to grow by ~15% annually (CAGR).
Return on equity (ROE) should be around 18.4% over a three-year horizon.
⚠️ Implications — risks and limitations
The forward P/E looks reasonable, but the expected growth isn’t extremely high — EPS growth is moderate (around 10–15% per year), while revenue growth is rather modest.
This stock is therefore essentially a bet that the company will hit its ambitious profit-growth target; if it misses, the price could drop.
The value the company offers isn’t “cheap” — expectations are substantial and much is already priced in by the market.
Are you changing your strategy before the end of the year? Are you significantly buying or selling any stocks?
In recent weeks/months, apart from $BTCUSD, $META and $TTD I haven't been buying anything else and have mostly just been watching market developments. The next notable event will probably be the Fed meeting, which could change overall sentiment and potentially create... Read more
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Dividend Momentum Built to Last
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JOLTS Job Openings: Reading the Pulse of the U.S. Labor Market
CVS Health $CVS showed investors solid work on turning the company around — for the fourth time this year it raised its profit and revenue outlook for 2025 and confirmed that the consolidation efforts of new CEO David Joyner are delivering results. Earnings per share are expected to reach 6.60–6.70 USD, which is slightly above consensus, and revenue is expected to exceed 400...
Read more
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If it can grow at an 18% CAGR over the next 3–5 years, that’s not bad at all. I just don’t know how they plan to achieve that, and I don’t follow it at all, so I have no idea what’s changed there in the few years it’s been sideways.
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The Biggest Transportation Bet of the Year: A New Contract That Ignites the Next Investment Wave
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The Fear Index Falls Again: But Should Investors Be Worried?
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When Brand Power Outgrows the Product: How Much Upside Is Left?
What do you think about the recent developments around Netflix? Are you buying the stock?
$NFLX announced the takeover of rival company $WBD, which includes, for example, the streaming platform HBO. Paradoxically, this has had a negative effect on the stock and over the past month it has fallen by approximately 10%. Netflix shares hadn’t experienced any significant decline for a...
Read more
Zobrazit další komentáře
Well, PARA and Trump — it looks like there could even be a reversal, and I wouldn’t mind at all if that deal fell through; then, with subsequent results, Netflix could be sold for a nice gain. I opened my position at the first drop after the announcement, and if it goes to 90 I’ll be buying more.
Shows like Game of Thrones and similar titles are what Netflix would need under its umbrella, and over a five-year horizon that would push Netflix several steps forward, especially combined with live sports broadcasts.
Anyway, I’m curious to see the next earnings and how this acquisition will turn out.
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Markets Are on Thin Ice, Says JPMorgan CEO: Are Investors Ignoring the Real Risks?
Yesterday it was announced which companies will be added to the S&P 500. Carvana was also added to the index. The company's shares are extremely volatile and have risen by more than 8,000% since 2023, which is crazy. The company currently meets all the requirements for inclusion, but that can change quickly.
What do you think about Carvana getting into the S&P 500? Do you have...
Read more
Zobrazit další komentáře
Of course I'm sorry I didn't invest in it 😂. Being added to the index will definitely help them, and the shares will keep rising for a while.
It seems like an interesting buy $DSY.PA, I don't yet have the software segment well represented in my portfolio.... could you please send me a counterargument on this stock? Thank you.....
Zobrazit další komentáře
Could you go deeper into that with the chat?
Here’s an overview of how Dassault Systèmes is doing — current P/E, forward P/E, and what forecasts say for the future.
📊 Current P/E and forward P/E
According to one source, P/E (ttm) is ~26.8 and forward P/E ~17.4.
Another metric shows a P/E of 18.6 and a forward P/E of about 20.9 for the stock (on a different basis).
🔮 Estimates / forecast for earnings and growth
Analysts expect EPS (earnings per share) to grow by ~10.6% annually and revenues by ~5.6% p.a.
The company itself has set an ambitious target: between 2025–2029 it aims for EPS to grow by ~15% annually (CAGR).
Return on equity (ROE) should be around 18.4% over a three-year horizon.
⚠️ Implications — risks and limitations
The forward P/E looks reasonable, but the expected growth isn’t extremely high — EPS growth is moderate (around 10–15% per year), while revenue growth is rather modest.
This stock is therefore essentially a bet that the company will hit its ambitious profit-growth target; if it misses, the price could drop.
The value the company offers isn’t “cheap” — expectations are substantial and much is already priced in by the market.
Bulios Black
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Surprisingly Strong Momentum: Why Analysts See +25% Upside
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The markets haven't seen this since 2022! Is this the start of a new trend?
Are you changing your strategy before the end of the year? Are you significantly buying or selling any stocks?
In recent weeks/months, apart from $BTCUSD, $META and $TTD I haven't been buying anything else and have mostly just been watching market developments. The next notable event will probably be the Fed meeting, which could change overall sentiment and potentially create...
Read more
Zobrazit další komentáře
I would only add to SPOT, NFLX, MA, SPGI, NU, GRAB
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Puerto Rico’s High-Stakes LNG Deal: Lifeline for New Fortress or a Structural Risk?
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ADP Shock: Is the U.S. Job Market Slowing Faster Than Expected?