Lululemon Athletica: Investment Opportunity in the Growing Sportswear Market
Lululemon Athletica $LULU, one of the leading sportswear brands, is currently facing a 41% decline in its stock value below its previous high. This decline is the result of a weaker-than-expected earnings report at the beginning of the year. Despite this situation, Lululemon is in a strong position to... Read more
SentinelOne: Cybersecurity Innovation with Growth Potential
SentinelOne $S is a cybersecurity company that uses artificial intelligence to automate threat detection and response through its Singularity XDR (extended detection and response) platform. This approach eliminates the need for human analysts, which the company says provides faster, more accurate and scalable protection... Read more
On Holding: a challenge for the Giants in Activewear
On Holding AG $ONONa Swiss manufacturer of athletic footwear and apparel, is emerging as a strong competitor to established giants such as Nike and Lululemon Athletica. On Holding, best known for its innovative CloudTec sneakers, offers products aimed at top athletes, allowing it to appeal to a wide range of customers.
CommVault Systems: strong position in cloud security
CommVault Systems $CVLT is a major cloud security platform focused on protecting digital assets and monitoring cloud data through a centralized dashboard. With a market capitalization of $5 billion and a price-to-earnings (P/E) ratio of 30.5, it is a major player in the cloud security space.
Last year was a very good year for the company. It got into positive profitability and the stock, of course, responded quickly. The future also looks promising. Both revenue and earnings per share are expected to grow, according to analysts' forecasts.
Phillips 66 $PSX is an integrated energy company that engages in refining, midstream, chemical and marketing activities. This diversification helps reduce earnings volatility, improve margins, and provide new growth opportunities.
Growing dividend and payouts to shareholders:
- Phillips 66 $PSX returns more than half of its... Read more
Sounds like a quality company. As for defensive and dividend stocks, I currently have as many of those in my portfolio as I want. In the event that I sell a dividend stock and there is room in the portfolio, this would definitely be an option.
Chewy (CHWY): growth potential and loyal customers
Company Overview:
$CHWY, a popular e-commerce store for pets, offers a wide range of products, from pet food and toys to health insurance and prescription drugs. The company has built a strong customer base thanks to its loyal fans who return repeatedly and spend more.
Personally I see good future for $TSM . It's a great company, already got about 50% profit on the shares I own. I am however a little worried about the situation with China invading Taiwan as they declared doing so before 2030. This could have a big negatice impact on the company. Taking this into consideration I am still holding some shares and if we have a little ''sale'' on shares, I will consider buying more!
Qualcomm: A cheap alternative with huge potential in AI
- Recommendation from CFRA Research: Angelo Zino, vice president and principal equity analyst at CFRA Research, named Qualcomm Incorporated $QCOM as one of the cheapest alternatives to Nvidia. He recently upgraded this stock from a "hold" rating to a "buy" rating.
- Growing market opportunities: according to Zin, this... Read more
Very good and interesting company. Super discovery. The current hammered price could provide a super opportunity to get into the stock as well as for traders. Do you have this company in your portfolio? I'm going to look into it more :)
-Formation and Size: Kraft Heinz $KHC was formed by the merger of Kraft Foods and Heinz in 2015. It is one of the largest packaged food manufacturers in the world.
- Known Brands: In addition to $KHC, it also owns the Oscar Mayer, Velveeta, Jell-O, Philadelphia and Kool-Aid brands.
- Initial problems: Faced challenges after the merger due to... Read more
-Capitaltenants: Vici Properties $VICI holds real estate assets in the form of casinos and entertainment properties with tenants like Caesar's Entertainment, MGM Resorts and others. With multi-decade contracts, it maintains 100% occupancy.
-REIT Profit Model: As a real estate investment trust (REIT), $VICI must pay out at least 90%... Read more
MercadoLibre: the booming Latin American business giant
-Latin Americanbusiness giant: MercadoLibre $MELI is a Latin American business giant, often compared to the "Amazon of Latin America", but it offers much more. In addition to its trading sites, it also has a thriving fintech wing.
-Strong growth:$MELI has long shown strong growth, including in the first quarter of this year... Read more
I'm catching myself here too :) I did pursue cohabitation , but eventually dropped it as well. It's a great place, but it didn't sit well with me.