David Boulder

AbbVie (ABBV) - Attractive long-term investment from the healthcare sector

Why $ABBV is an interesting choice:

- The success of new drugs:

- Skyrizi and Rinvoq offset losses from Humira.

- Sales for Skyrizi up 48% and Rinvoq up 59%.

- Promising growth potential for$ABBV :

- The $10 billion acquisition of ImmunoGen and the planned $8.7 billion acquisition of Cerevel...
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Under Armour - Strong financial results and strategic steps for a better future

- Gross margin $UAA:

- Q4 fiscal year 2024: Increased 1.7% to 45%.

- Full fiscal year 2024: Increase to 46.1%, an improvement of 1.3%.

- Causes of improvement: Reduction in product and transportation costs due to supply chain improvements.

- Negative factors: Exchange rate effects and increased...
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Etsy: Online shopping

- Etsy $ETSY offers an online marketplace for handmade and vintage items from artisans around the world, making it well-known among online buyers.

- In earlier phases of the pandemic, $ETSY saw a surge in sales as people preferred to shop online from the comfort of their homes. However, the recent period has brought some challenges, especially in the face...
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Cloudflare: A look at the growth opportunity

-Provider:Cloudflare $NET is a leader in providing cloud services and cybersecurity solutions to businesses worldwide.

-Strong start to 2024:Cloudflare $NET started the year with strong growth, thanks to successful results in February, which triggered a significant increase in its share price.

- Market Disappointment: However, the...
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Silvaco Group: company IPO and innovation in the semiconductor industry

- ABOUT THE IPO: Silvaco Group plans to list on NASDAQ and conduct its IPO on May 9, 2024. The potential valuation could reach up to $513 million.

- Products and services: The company provides TCAD, EDA and SIP software, enabling engineers to optimize semiconductor processes and devices across various...
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Celsius Holdings : Energy Drinks with Rocket Growth

-$CELH manufactures sugar-free energy drinks made from natural ingredients with thermogenic properties that promote a faster metabolism.

-$CELH Is the third largest energy drink brand in the U.S. and has a distribution agreement with PepsiCo.

- In 2023 ,$CELH achieved sales of $1.3 billion, up 102%, and EBITDA grew 316% to $296...
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Monday.com Ltd. and its proprietary software product

1. Product Quality and Scope:$MNDY offers a cloud-based work management software product that has gained recognition for its quality, low code count, and flexibility for businesses of all sizes. With more than 225,000 enterprise customers, including well-known brands like Coca-Cola and Uber, monday.com has a solid customer...
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Analytical assessment of Brookfield Renewable Partners L.P. shares

Brookfield Renewable Partners L.P. has seen its stock value decline by approximately 15% this year, a contrast to the sharp rise in energy stocks in general. However, this decline is offset by strong fourth quarter results.

1. Fourth Quarter Results:$BEP posted record funds from operations (FFO) of $1.1 billion,...
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Roku : A buying opportunity when this company's stock falls

Since the beginning of the year, Roku stock has seen a 29% decline. However, this situation may present an interesting buying opportunity for several reasons:

1. Unique Business Model :$ROKU has an innovative advertising and streaming-based model, which includes streaming devices and smart TVs. Despite recent losses,...
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Gitlab Inc. a company that simplifies software development

- 📈💡 Great news for investors.

- 💼 Returning to a share price of $70: KeyBanc estimates a rebound based on Duo Pro, an innovative tool that uses artificial intelligence to complete code in a software environment.

- 💰 Revenue projections soar 25.9%: Fiscal year ending in January promises growth exceeding even bold estimates...
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REDDIT IPO

Share price in the initial sale:

- Reddit's stock price in the initial sale is projected to be in the range of $31 to $34 per share.

Fully diluted company value:

- At this price range, Reddit is expected to reach a fully diluted value of approximately $6 billion to $6.5 billion.

Trading on the New York Stock Exchange:

- Reddit plans for its stock to trade on the...
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ARE SALEFORCE SHARES STILL WORTH BUYING?

- Aiming to increase operating margins and a question on share growth: The question that observers and investors are watching is whether the pursuit of higher operating margins will contribute to stock growth. However, some analysts point out that a resumption of revenue growth may be necessary to sustain long-term success.

- Thecompany's...
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ROBLOX BEATS ESTIMATES AND SHARES RISE 12%

Company Roblox Corporation $RBLX reported financial results for its fiscal fourth quarter, posting better than financial analysts' expectations. The loss per share came in at 52 cents, which was lower than the expected 55 cents. The company also achieved a significant jump in revenue, at $1.13 billion, beating the $1.08 billion estimate...
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CIGNA AND THE RESTATEMENT OF PROFIT ESTIMATES

1. FiscalFourth Quarter Results: Cigna $CI presented surprisingly strong results, with sales of $51.1 billion and earnings per share of $6.79, beating estimates.

2. Lower medical loss ratio (MLR): Cigna $CI's MLR (an important calculation that measures the percentage of premiums paid to cover medical expenses) came in at 82.2%,...
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PEPSI AND A POSSIBLE DIVIDEND INCREASE.

1. Potential Dividend Increase:

- PepsiCo hints at a possible significant dividend increase for 2024, which could make for a nice year for investors.

2. Revenue Growth and Financial Health:

- Solid revenue growth and a well-maintained financial trajectory strengthen PepsiCo's position.

3. Cost Reduction and Margin Improvement Strategy:

...
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