JFrog Ltd. - Investment Opportunity in Software Development.
- 🚀 Product LeadershipA: Celino Analytics recognizes the product excellence of JFrog, a software development company.
- 💼 Growing customer base: In Q4, the number of clients with annual recurring revenue exceeding $1 million nearly doubled to 37, indicating growing investor confidence.
- 📈 Expected Revenue Growth: Analys...
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Lowe's Companies, Inc.: Stable dividend king and long-term growth
Stable Dividend King: Lowe's Companies, Inc. $LOW is a dividend king with 51 years of continuous dividend increases, providing investors with certainty and stability. With a current quarterly dividend of $1.10 per share and a trailing 12-month yield of 1.96%, this is an attractive option for dividend investors.
Lon...
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Informatica Inc.: Ruler of the digital world?
- Informatica Inc. $INFA is a strong player in the data management industry with over 25 years of experience providing enterprise cloud data integration and management solutions.
- CLAIRE systembased on artificial intelligence, enables Informatica to provide advanced data management services, which is increasingly important in today...
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REIT COMPANY FOR YOUR PORTFOLIO
-Camden Property Trust $CPT: Real Estate Investment Trust (REIT). Camden's activities are primarily focused on the ownership and development, acquisition and management, and redevelopment of its apartment communities. As of January of this year, the company manages 172 properties with a total of 58,634 housing units.
ANOTHER INTERESTING MATERIAL COMPANY
-CF Industries Holdings, Inc $CF: World leader in hydrogen and nitrogen products.
- Key to clean energy, industrial emissions reduction and agricultural fertilizers.
- The previous quarter was marked by a decline in sales, but developments in Q4 2023 saw a reversal of the trend.
- Declared a dividend of 50 cents per share, a 25% increase from...
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Toyota and Panasonic will form a subsidiary dedicated to battery production.
Toyota Motor announced an agreement with Panasonic Holdings to convert one of their joint ventures , Primearth EV Energy Co.into a wholly owned subsidiary. The move is aimed at strengthening Toyota's battery production for electric and plug-in hybrid vehicles, complementing its current battery...
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DELL STOCK RISES ON AI DEPLOYMENT FORECAST
Dell Technologies shares $DELL
-Rising on Friday: Up more than 20% following the release of its annual forecast.
-Market capitalization: Increased more than $15 billion to $116.6 billion.
- Second day of growth:For the second day in a row, the company's stock faced approximately 20% growth following the release of quarterly results.
Results...
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What is this introduction of artificial intelligence supposed to consist of?
Positive results for EOG resources
- EOG Resources $EOG quarterly resultsare positive, with production exceeding the 1 million barrels of oil equivalent per day milestone .
- Adjusted net income reached $6.8 billion, demonstrating the company's financial stability.
- Free cash flow reached USD 5.1 billion, allowing the company to return more than 85% of free cash flow to...
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OTHER DIVIDEND TITLES SUITABLE FOR PORTFOLIO REPLENISHMENT
ENTERPRISE PRODUCT PARTNERS $EPD
- Enterprise Products Partners L.P. $EPD is a North American midstream giant with an attractive yield of 7.6%.
- Enterprise Products Partners $EPD has vital energy infrastructure, including power pipelines, storage, transmission and processing assets, making it a key player in the sector.
-...
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Wendy's stock as another interesting dividend stock
-Wendy's $WENshares offer an attractive dividend yield of 5.2% while planning to repurchase $500 million worth of shares, showing a commitment to creating shareholder value.
- Wendy's $WEN stock is cheaper than the market average, but also cheaper than some comparable companies (e.g. McDonald's or Burger King) , giving room...
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Interesting company. Profitability may have dropped quite a bit since 2019, but the revenue and EPS outlook is pretty strong for the next few years - more growth is expected. The company is already one of the more defensive ones based on the chart, so as a dividend portfolio addition, interesting for me.
INTERESTING BUSINESS OF TARGET HOSPITALITY
Target Hospitality $TH: Specialized real estate rental company specializing in mobile crew camps, workforce housing, security, transportation and catering.
Significant Revenue Growth: Sales rose more than 50% last quarter after winning a new government contract, leading the stock to rise more than 177%.
Workforce Stability: Focus on...
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GAS COMPANY BP/INTERESTING OPPORTUNITY AND GROWTH POTENTIAL
Plans to Reduce Hydrocarbon Production by 40% by 2030: $BP announced plans to reduce hydrocarbon production and invest in clean energy technologies.
Growth Plans to 2030: Goals include increasing U.S. production by more than 50% by 2030 and achieving EBITDA of $55 billion.
Return to Core Business: A return to oil and gas...
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I haven't seen anything on the subject of crypto and bitcoin here for a long time. I'm interested in your strategy, we've had that 20-30k range for bitcoin here for over a year now and I've accumulated a real pile of BTC during that time. It's not meant in BTC units to be clear, I'm not that into money :D
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I'm slowly buying so that I can dilute a lot more. I believe we'll see a lot more upside.
How many titles does your portfolio consist of?
Personally, I try to keep the number of titles around 15 and count funds as one title. I think it's pointless to buy everything I think is good and I only buy what I understand - in short, as Buffett says.
What about you? 🤔
It's an interesting company and if I wanted to invest in this sector I would definitely be interested in this company. However, I personally don't like this sector very much and so I put my money elsewhere.