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PennantPark Floating Rate Capital: Stable returns in an uncertain environment
1. Introduction:
- PennantPark Floating Rate Capital $PFLT: The company is a business development company (BDC) that provides high-interest loans to mid-sized businesses that traditional banks do not target. This focus allows it to choose borrowers who have a solid ability to repay their debts.
2....
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Investment potential of Brookfield Renewable shares
1. Dividend yield:
- Brookfield Renewable Partners L.P. $BEP: Term Yield 5.9%.
- Brookfield Renewable Corporation $BEPC: Forward yield just over 5%.
2. Stock Performance:
- Both stocks have declined since the beginning of 2024.
- Despite this, analysts expect a potential upside of over 21% over the next 12 months.
3....
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The stock has fallen to a significantly lower value in recent years. This has increased the dividend yield. But the price is below where it was at the start of the pandemic. That's always a redflag for me.
The Hersey company - Investing in chocolate
The Hershey Company $HSY, known for producing popular confectionery products, has faced challenges recently due to a sharp rise in cocoa prices, which has led to a decline in profitability and a declining growth outlook. Cocoa prices have nearly tripled since 2022, which has significantly increased the cost of producing the...
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The company looks interesting. I like chocolate, so I'll buy that from them, but I don't know about the stock.
The Trade Desk: Innovative Leader in Programmatic Advertising
The Trade Desk $TTD is a technology company that specializes in programmatic advertising. It offers a platform that enables advertisers and agencies to effectively manage digital advertising campaigns across multiple channels, including mobile, video, audio and connected TV. The platform leverages real-time bidding ...
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NextEra Energy: And renewables
NextEra Energy $NEE is a global leader in the provision of electricity and a major player in the renewable energy field. The company serves more than 12 million customers, with an additional 100,000 customers acquired in the first quarter of 2024 alone. As the dominant electricity provider in Florida, it benefits from the inelastic demand for...
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After that slump last year, the company got back on the saddle and now looks poised to look near the absolute top. I'm very curious about it even though it's not the type of investment for me.
Union Pacific: Investment Potential Analysis
Union Pacific Corporation $UNP is one of the largest railroad companies in the United States, providing critical infrastructure for the transportation of goods across the country. Rail transportation remains a key element of U.S. logistics.
1. Stock Valuation:
- Shares of $UNP are trading at approximately 17 times earnings, which is...
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A great company that has had a place in my portfolio for quite some time. Her business is great and I like her. The results will be in tomorrow, so I'm curious.
HubSpot: Analysis of Investment Potential
HubSpot $HUBS is a leading provider of a cloud-based customer relationship management (CRM) platform. Its integrated applications cover the areas of marketing, sales, customer service, and content management. This SaaS company is known for its innovative tools and strong focus on driving business growth through effective customer...
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Fortuna Mining: company overview and prospects
Fortuna Mining Inc. $FSM is a major mining company focused on the exploration and production of precious metals, particularly silver and gold.
1. Rising Precious Metal Prices: The price of gold and silver is rising rapidly in 2024, which is increasing the revenues and profits of mining companies.
2. Diversified Asset Portfolio: Fortu...
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Precious metals are at new highs. The companies that theorize them logically benefit from this. Even people who invest in physical gold have profited.
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...
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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.
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...
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So I'm catching on with this company :) I know her. I have it on my watchlist and I might buy something, but I still don't know.
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.
Innovati...
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Quite young and interesting company. For how long the company has been on the market, it has pretty good numbers. It's got low debt, I like that.
Modine Manufacturing - and climate solutions
- Market capitalisation:
- $4.92 billion
- 201% gain over the past 52 weeks
- History and Growth:
-$MOD Founded in 1916 by Arthur B. Modine in 1916
- Began manufacturing thermal solutions for the automotive industry
- Now provides thermal solutions for markets such as HVAC, data centers and automotive
- 2024 Financials:
- Revenue...
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Everyone talks about $NVDA, but this chart deserves it too! The growth is absolutely awesome.
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.
Financial performance:
- Market...
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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: Attractive dividends
Company Overview:
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...
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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.
It's a nicely built business and the dividend is great too, but I guess I'm not interested enough in this company to include their stock in my portfolio.