Idacorp: the unchallenged leader in energy transformation
Idacorp $IDA is a regulated electric utility in a fast-growing region of the U.S. (Idaho + Eastern Oregon). It combines stable earnings with unexpectedly strong growth potential stemming from demographic expansion, hydropower and data center development.
Low cost of energy - Hydropower keeps the price below 10 cents/kWh ... Read more
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu... Read more
Definitely an interesting sector and I would love to be invested in gold in some way. Earlier someone here mentioned $KGC stock and that seems the best so far.
Fidelity National Information Services $FIS has been below the investment radar despite offering a combination of recurring returns, low exposure to consumer fluctuations and an interesting valuation. Although the stock is down more than 7% since the start of 2025, analysts like Dan Kupferberg view FIS as a promising candidate for an earnings season rebound.
Charter Communications shares $CHTR, one of the largest cable and broadband internet providers in the US, have risen 25% over the past year. But analysts believe the rally isn't over yet - according to KeyBanc Capital Markets, the stock still has room for another 39% growth.
The high forward yield implies an attractive valuation relative to expected earnings.
In an uncertain macroeconomic environment, as markets react to the risk of recession, higher tariffs and inflationary pressures, comes Charles Schwab $SCHW as a stable player with an attractive combination of defensive and upside potential. Morgan Stanley has responded by raising its recommendation to "overweight," which implies an above-average expected return relative to the... Read more
VeriSign: The stealth winner in Buffett's portfolio
VeriSign stock $VRSN are up more than 21% this year, making it Berkshire Hathaway's best-performing U.S. investment. With growth of more than 32% over the past 12 months, the firm is showing that its stable business model, high margins and removal of regulatory risk are delivering attractive returns to investors.
It's probably not that interesting to me, but Buffett has clearly succeeded in this investment and it's very likely that the stock will continue to rise for some time.
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHRfocused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
Tapestry, Inc. (TPR): luxury retail player with growing potential
Tapestry, Inc. $TPR is an American luxury fashion and accessories retailer that owns Coach, Kate Spade and Stuart Weitzman. The company has been successfully adapting to market changes and has seen its stock rise more than 20% in 2025, hitting an all-time high in February on the back of strong quarterly results.
Uber: an undervalued 'free cash flow machine' with potential in autonomous vehicles?
Uber $UBER has struggled for a long time, but its financial results have been growing significantly in recent years. As a result, it's attracted the attention of billionaire investors like Bill Ackman and David Tepper, who see an undervalued opportunity in the stock.
The stock is still undervalued in my opinion. The company has huge potential and the stock has a lot of room to grow, which is why I overbought last week.
Merck (MRK): a combination of innovation, growth potential and stable dividends
Merck $MRK continues to be a strong player in the pharmaceutical industry, despite the impending loss of patent protection on its flagship product Keytruda in 2028. Its innovation, portfolio expansion and stable dividend policy make it an attractive investment for long-term investors.
I'm not really into these drug companies. That's not to say that this or any other company is bad, on the contrary. Probably the closest I've come to investing in $CVS.
Since the launch of Doosan Škoda Power's IPO, we have received several inquiries about investing in this IPO. In this short video, Přemek Papp explains in detail how to do it.
As a stable portfolio component for some diversification, it's great.