Fio banka equity analyst Karel Nedved issues a new analysis on Erste Group Bank AG $EBO.DE, which he comments on in a short interview. What makes Erste unique?
Full commentary below ⬇️
Do you have Erste shares in your portfolio?
Charles Sainsbury
@charlessainsbury
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Former banker turned investing blogger. Helping you navigate the complex world of stocks with actionable advice and insider knowledge. Follow me for daily tips
Joined Mar 2023
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ConocoPhillips and Talos Energy: investment opportunities in the oil sector
ConocoPhillips (COP)
ConocoPhillips $COP is one of the largest independent oil and gas companies in the world. The company focuses on the exploration, production and distribution of oil and natural gas worldwide. ConocoPhillips $COP has an extensive portfolio of activities including operations in North...
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Eaton's stock rises on AI and data centres
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The stock is rising quite steadily and exponentially right now, which is great, but I'll wait to buy until the share price drops significantly.
Affirm: Future market leader "Buy now, pay later
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They're getting pretty good now, but I don't like the business. It's kind of risky.
INTERESTING COMPANIES WITH INVESTMENT POTENTIAL
The mention of three real estate investment trusts (REITs) - Host Hotels & Resorts, Equinix and Prologis - is particularly interesting in the context of the current performance of the real estate sector, which is one of the worst performing sectors in the S&P 500. While the broader market is up 12% year-to-date, REITs are up just...
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I think Equinix is an interesting company. For a lower price one could definitely think about buying there :)
First Solar: Investment perspective and photovoltaics
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I take this company as a pretty good competitor for the $ENPH company I have in my portfolio. That's why I don't want to put another similar company in my portfolio. However, if I were to go back to my first purchase of $ENPH I would hesitate whether to buy it or $FSLR...their technology looks good. 😊
Hims & Hers Health : A fast-growing healthcare company
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In terms of numbers jw it's a solid company. Looking at the chart, there's a big drop ahead. I don't dare to guess where it will go.
Lockheed Martin: Supplier to the defence and aerospace industry
Lockheed Martin $LMT is a leading global defense and aerospace contractor. The company is primarily focused on providing advanced defense systems, aerospace technology and other security solutions. Through its long-term contracts with the U.S. government and other allied countries, Lockheed Martin has stable and...
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I was thinking about adding it to my portfolio, but the price is currently quite high.
ServiceNow: Cloud solutions focused on automation
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1. Decline and Subsequent...
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After the results, we could see a new peak. A super performance from a super interesting company. Continued rapid growth and low debt solidifies its position in the market.
Verizon Communications (VZ): analysis of investment potential
Verizon Communications $VZ is one of the top three wireless carriers in the United States. The company offers a wide range of telecommunications services, including wireless and fixed-line services, Internet services, and digital television.
1. Awards:
- P/E Ratio: $VZ has a price-to-earnings (P/E) ratio of around...
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Very nicely written. It's an interesting dividend that has a great business. It's a shame the results haven't gone their way lately. You got the stock?
OneStream Inc.: IPO Plans and Institutional Investor Support
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Great! Another IPO. I'll definitely watch it, but I'm not gonna invest. Maybe a trade could be worked out :)
Symbotic Inc.: Warehouse Automation as an Investment Opportunity
Symbotic Inc. $SYM is a company focused on developing automated robots for pallet and case handling in warehouses. The investment in one module of the company, comprising robots and software.
Financial Performance and Growth
Rapid Revenue Growth: $SYM's revenue grew 136% in 2022 and 98% in 2023 to $1.18 billion....
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It's too early for me here. Even so, it may not be bad in the long run. Personally, I would just wait a while.
Interesting stocks of bitcoin miners diversifying into AI
In the context of the current Bitcoin halving cycle and the growing interest in artificial intelligence (AI), it may be interesting to see mining companies diversifying and investing in AI technologies. This strategy may provide additional growth potential beyond traditional Bitcoin mining.
Core Scientific $CORZ
Core...
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I invest directly in BTC + I have shares of $COIN, but I don't really get into these smaller companies.
AT&T: Attractive opportunity in telecommunications.
Undervalued investment:
- Shares of $T have not been very popular with investors in recent years.
- The current valuation is attractive, trading at 10 times the company's trailing earnings.
High dividend yield:
- Shares of $T provide a dividend yield of 6.1%, which is very attractive to investors looking for regular income...
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It could be interesting company, but like Christopher, I'm worried about whether he can dig himself out of it.
📊 The investment potential of Raymond James Financial
📈S tock Performance: $RJFstock has already posted a 13% gainthis year , suggesting a strong entry into 2024.
💼Business Model: $RJF operates a robust and diversified business model where it focuses on asset management, capital markets and brokerage services.
🔍 Consistent Growth: The asset management segment is witnessing...
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It is definitely one of the best companies in this sector.