Investors, do any of you have $MDTstock in your portfolio?
Medtronic reported results today that were quite positive. The company is focused on a very important sector and the current share price is not a bad buy.
For me, it would have to be $VICI, which is the second and final REIT in my portfolio. Also interesting are the shares of $WPC, which I don't have in my portfolio, but may include in time.
Investors, which company's results will you be watching next week?
I'm definitely interested in the results of $O, $NVDA, $VICI, $WBD, and recently Garmin $GRMN caught my eye, so I'd like to see their results as well .
Nvidia will go to 800 or even 1000... :D No I'll watch for sure $HD and I'll be interested in $WMT but I don't expect such a pair that I'd think about buying we'll see..
Investors, do you have $NKEstock in your portfolio ?
Shares of $NKEare down more than 16% over the past year. I bought their stock a few months ago and I don't know if it was a good choice. The price isn't bad, but I don't know if this stock can grow solidly over the long term.
Yesterday ,$ABNBreported results that werequite positive and the stock did not otherwise react strongly to the results. If the stock drops significantly to a certain price, I might think about buying, but I would consider it as a short/medium term investment.
A lot of people have $SBUXstock in their portfolio , but I don't need it in my portfolio. The company is great and the business is great, but I don't see the potential there anymore and the stock is rather stagnant.
I don't necessarily need this stock in my portfolio, but if the price gets below 180.175I'll buy in. I'll put that potential but it's definitely not a big position.
The way I see it with them is that they are thinking a lot in buying and using the slump. I would also prefer to buy below $180 as you write, but I'm thinking, looking at how volatile this stock is, that the price could be somewhere around $220-240 again, so I'm considering taking advantage of that short term 🤔😊.
The results were very positive and Disney announced a partnership with EpicGames. The stock jumped about 12% after the results. I have to say I've been a little pessimistic about Disney lately, but I'm happy with the results and I'll be holding the stock for a long time.
Today in the aftermarket, $DISwill report results . I included DIS stock in my portfolio some time ago and I trust the company and believe Disney stock will rise again in the coming years.
Caterpillar reported its results, which were positive. I bought $CATstock around the $240 price and I have to say that the current earnings make me happy. The stock is already expensive for me and I will be overbought below $300.
I sold CAT in late 2021 and early 2022 when the P/E and F/PE seemed too high (25 and 20) at $212 and $224 with nice appreciation.
Since then, however, they have made nice gains and are at about 18 and 15 on both metrics, which is below the 5y average and slightly above the 10y median. On most indicators they are realistically -10-20% below the average (and even the sector they dominate).
The growth is assumed to be about 12.5% so the PEG is below 1.5. I've gradually sold off most of the highly cyclical stocks, so that's the only reason I haven't bought them back, otherwise I wouldn't hesitate and certainly wouldn't wait for some token amount of 300 or below my average etc.
Last week was probably the most interesting in terms of results, but this week is still interestingfor me and there are some big and interesting companies reporting results. I will definitely be interested in the results of$CAT, $CVS, $DIS and $PEP.
Which company's results will interest you this week?
Nothing planned this week so far, but I do little planning :D