Overview

Alfred Gray

@alfredgray

18 Followers

0 Following

Invest for long-term results.

Joined Apr 2023

Posts

Alfred Gray

@alfredgray

Colt CZ Group SE: Year-on-year revenue growth, profit decline

- Revenue growth: Holding Colt CZ Group SE reported revenues of CZK 3.667 billion for the first quarter of this year, up 21.7 percent year-on-year. This growth indicates a positive development of the Group's business activities.

- Declining profits: The Armaments Group's adjusted net profit amounted to CZK 359.9...
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Bill Combs

@billcombs 6M

That's not very nice. I bought a Colt for the first time last week, so I'm going to leave it there for now and see what it did in a few months. Overall I see potential there and even though the hype has died down as Christopher writes, I still think their stock will continue to rise.

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Alfred Gray

@alfredgray

ČEZ proposes dividend: 52 CZK per share

- The management of the CEZ energy group $CEZ.PR presented a proposal to pay a dividend of 80% of last year's adjusted profit.

- The proposed dividend amount is CZK 52 per share, which would represent a total payout of CZK 28 billion.

- The final dividend amount will be decided by the company's general meeting in June.

- If the proposal is...
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Bill Combs

@billcombs 6M

I have the shares and the dividend is still very decent.

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Alfred Gray

@alfredgray

Hello investors, last week I asked you about interesting stock etfka. Today I'd be interested in recommendations on less common ETFs (mainly bond, commodity, crypto)

Thanks so much for the recommendations and may you all have a successful week!

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Bill Combs

@billcombs 7M

I've thought about cocoa, but I don't know anything about it, so I'd have to look into it and then possibly find some commodity ETFs.

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Alfred Gray

@alfredgray

ČSOB to publish first quarter 2024 results: what do you expect?

- Československá obchodní banka (ČSOB), one of the largest banks in the Czech Republic, will announce today its financial results for the first quarter of this year.

- Last year, the net profit of the ČSOB Group reached CZK 15.4bn, up 6% year-on-year. At the same time, the volume of assets under management of the...
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Ashraf Aboudar

@ashraf_dd 7M

The banking sector is still doing well in the world so far, so I would expect positive results. However, I don't really specialize in the Czech market, so I can't say anything further :) If you throw a summary here after the results, I'll be happy to read it :)

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Alfred Gray

@alfredgray

INTERESTING FACTS AND STATISTICS ABOUT AI

- The AI market size is expected to reach $407 billion by 2027.

- By 2030, AI is estimated to have a 21% net increase in US GDP.

- More than 75% of consumers are concerned about misinformation from AI.

- Within the first five days of becoming available, ChatGPT had 1 million users.

- 64% of businesses expect AI to increase productivity.

-...
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Bill Combs

@billcombs 7M

Interesting overview and thanks for it. I think much of it is quite real.

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Alfred Gray

@alfredgray

WHAT DO YOU THINK OF THIS MOVE BY $ARM?

-Arm Holdings $ARM plans to develop artificial intelligence (AI) chips and bring the first products to market in 2025.

- Establishing a division: Arm Holdings will establish a division focused on developing AI chips, which will be based in the UK, while mass production is expected to begin in the autumn of that year.

Alfred Gray

@alfredgray

MAKRO WINDOW

- Czech Banking Association (CBA) has improved its estimate of the domestic economy's growth this year to 1.4%.

- The CBA expects the economy to grow by 2.7 percent next year.

- Inflation should fall to 2.3% this year and remain similar next year.

- These figures are based on the CBA's macroeconomic forecast published today.

- In its February forecast, the CBA projected...
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Alfred Gray

@alfredgray

Hi investors, I'd be interested in some quality dividend stocks, I'd be happy for any recommendations, keep it up!

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Bill Combs

@billcombs 7M

For me the REITs that have been mentioned here are definitely banks like $BACandmaybe $CVSand $CAT.

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Alfred Gray

@alfredgray

Abbott Laboratories beat expectations with a quarterly profit thanks to strong medical device sales.

Sales of glucose monitoring products were particularly strong.

An increase in demand for medical interventions supported overall growth.

Annual earnings of 98 cents per share beat analysts' estimates by 3 cents.

Abbott Laboratories $ABT raised its full-year forecast to $4.55 to $4...
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Alfred Gray

@alfredgray

Hello,

I would like to know your opinion on the current situation in Israel and whether you think it could affect the stock markets in any significant way.

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Yorick Ericson

@yorickericson 8M

Currently I can think of only two Israeli companies Mobileye and Teva and I don't see any big drop there. The Israeli stock market has also behaved normally in price, so it will probably depend on how the conflict escalates.

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Alfred Gray

@alfredgray

MORTGAGE GROWTH AND A RECOVERY IN THE PROPERTY MARKET.

Positive market recovery - Recent data confirms the continued year-on-year growth in interest in buying property. This indicates stabilisation and improvement in the economic situation, leading to greater consumer confidence and willingness to invest in property.

Growth in the number of mortgage loans - The volume of new...
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Alfred Gray

@alfredgray

Have you seen 5.4% growth in $BABA? This growth also led to a 2% increase in the Hang Seng Index, which reached a monthly high, as well as$BABA itself .

Are you investing in this company?

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Alden Yap

@aldenyap 8M

I have quite a bit in BABA and I don't mind waiting, but I'd like to see it :D Nothing less they are planning interesting things with the cloud etc so we'll see...

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Alfred Gray

@alfredgray

I noted while scanning the charts that current cocoa and coffee prices have climbed to record highs. Is anyone here investing in these commodities?

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Bill Combs

@billcombs 8M

I don't buy commodities, but if I wanted to try something, it would be oil or cocoa. Cocoa's going through the roof right now. Unfortunately, I don't have cocoa in my portfolio so I'm not entirely happy about buying my favorite chocolate for God knows how much🤣.

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Alfred Gray

@alfredgray

How do you see $TSLAstock going forward? For Q1 2024, the company's stock has written down 30%. Are you buying, holding or selling?

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Bill Combs

@billcombs 8M

I've already bought a little and if it drops any more significantly I'll overbuy. It's definitely not going to zero. Yes the company has some issues and challenges, but the potential is still there and I believe Tesla will shake it off and the stock will start to rise again in some time😁

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Alfred Gray

@alfredgray

I'd like to add some interesting AI companies to my portfolio at the moment, it could be speculation, I'd be happy for any recommendations! :)

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Nikolas Gabriels

@nikgab 8M

I personally continue to believe in $NVDA. That's not to say I'm overbought near $1000, I just continue to trust them and think we'll comfortably approach $1100.

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