QUALCOMM AND THE INTEGRATION OF AI INTO MOBILE DEVICES
Qualcomm $QCOM has established itself as a major player in technology innovation in recent years, particularly through its focus on incorporating artificial intelligence (AI) applications into mobile devices. Traditionally known for its components in mobile phones, Qualcomm has undergone a major transformation and now offers... Read more
Kroger $KR is a major player in the grocery retail market, and its strong position in the industry has delivered solid financial results even during economic uncertainty. The company benefits from its extensive network of local stores that serve a wide range of customers, and this allows it to deliver long-term returns to shareholders in the range... Read more
Chipotle Mexican Grill: growth potential in the hospitality industry
Chipotle Mexican Grill $CMG features a unique menu and company culture that set it apart among restaurant operators. With more than 3,400 locations worldwide, the company shows significant growth potential. In the first quarter of 2024, the company achieved revenues of $2.7 billion, representing a 7% year-over... Read more
The company is really very solid. I like what they do and how they do it. After the recent split, the price per share has weakened significantly and this week looks like more discounting thanks to the market situation. Would I invest?
Cameco: A major company in the nuclear power industry
Cameco Corporation $CCJ is one of the world's largest uranium producers and a major player in the nuclear power industry. The company focuses on the exploration, mining and distribution of uranium concentrate, which is key to nuclear power plants. Nuclear power is an important element in the global drive to achieve low-carbon... Read more
The core is the best we have so far as humanity. It's an absolutely essential technology that this company is very much supporting and keeping going through mining. Until the arc reactor is up and running, it's still a great company.
Aurora Cannabis: Overview and evaluation of investment potential
Aurora Cannabis Inc. $ACB is a well-known player in the medical cannabis market. The company has undergone significant restructuring in recent years, and its current actions indicate a drive to operate more efficiently and achieve profitability.
1. Leader in the Canadian Medical Cannabis Market:
This sector can be very interesting. At one time, I thought about including some stocks from this sector in my portfolio, but I eventually dismissed it.
Nano-X Imaging $NNOX is a company specializing in innovative medical imaging technologies. Although Nvidia owns only a small stake in Nano-X Imaging (approximately $583,000 at the end of the first quarter of 2024), Wall Street has high expectations for the company.
EVgo: Leading Player in the Electric Vehicle Charging Station Market
EVgo $EVGObased in Los Angeles, is a key player in the growing electric vehicle (EV) charging station industry. With recent successes and a positive market outlook, it represents an exciting investment opportunity for investors targeting the EV sector.
I see there's been a very solid turnaround on the stock over the last few weeks. Could the very positive sentiment on Tesla have something to do with that? I'm still concerned about the profitability here though. I don't think the company will make any dollars for a while...
Payoneer $PAYO a global payments platform with a market capitalization of approximately $2 billion, represents an attractive investment opportunity for investors willing to take risks. The company specializes in facilitating cross-border transactions for small and medium-sized enterprises (SMEs) and offers a range of services that are... Read more
It is a young company that has been very successful in the last two years. However, the shares fell quickly after the IPO and now it does not look like a quick turnaround despite the good numbers. I would wait to see how the market reacts before potentially joining.
Dexcom: Prospective investments in the healthcare sector
Dexcom, Inc. $DXCM, a well-known manufacturer of continuous glucose monitoring (CGM) devices, is gaining analyst attention for its growth potential despite recent challenges in the market. Analysts at BTIG, including Marie Thibault, view the current situation as a favorable entry point for investors.
Perfect find! As of the end of 2022, the company is hovering above the market consensus on earnings and their numbers are still rising. The outlook is for this to continue to hold through at least 2027. Absolutely brilliant. Even debt and margins, which are rising. The company is a bit more expensive now, but it could maybe start paying a dividend :)
Okta, Inc. $OKTAa leading player in the cybersecurity space, is once again in the spotlight thanks to positive growth prospects and stabilization after recent challenges. Analyst Gray Powell of BTIG estimates that Okta has approximately 33% upside potential at a target price of $128.
For a young company, it's not doing badly. So far it looks like it was a covid boom and now investors have sobered up. So the stock is slowly climbing higher.
McCormick & Company (MKC): financial results for the second quarter of fiscal year 2024
McCormick & Company (NYSE: MKC) is a global leader in flavors, spices and seasonings. The company recently announced its financial results for the second quarter of fiscal year 2024, which exceeded market expectations in terms of both revenue and profitability.
You always bring great company here! Many of the companies you write great about are undervalued and because investors don't know them from the mainstream, they don't even stop to think about them. It's a shame, but I love it! Keep going. I'm always happy to read it.
Arista Networks: a key player in cloud networking technology
Arista Networks is a major company in cloud networking technology, providing cutting-edge networking products for data centers and cloud services. With its innovative technology and strong partnerships, Arista is a key supplier to some of the largest technology companies in the world.
Great description and especially highlighting a stock that is huge by market cap, but not talked about much. In fact, I've probably never seen an article here on Buios about Arista. I may not have it in my portfolio, but I have been following its development.
Workday: strong market position and financial performance
Company Overview:
$WDAY, a leader in human capital management (HCM) and cloud-based enterprise resource planning (ERP) software, has more than 20% market share in HCM. It is among the leading providers such as ADP and Oracle, and has been recognized by Gartner as a leader in cloud ERP for eight consecutive years. Its HCM... Read more
Sea Limited: a resilient conglomerate with a focus on Southeast Asia
-Sea Limited $SE is one of the most prominent conglomerates in Southeast Asia, operating in the gaming, e-commerce and fintech sectors. With its dominance in e-commerce and popular games such as Free Fire, it has earned its position as a market leader.
- However, the entry into the market has not only faced... Read more
Well, the company finally got into profitability last year and it's visible in the share price in a single currency, The growth since the beginning of 2024 is significant. I don't own the stock, but it looks interesting if they continue to deliver growth as projected.
It looks very interesting and I like the vision. I'll have to look into it more.