KINDER MORGAN: STABLE GROWTH AND ATTRACTIVE DIVIDEND
- Kinder Morgan $KMIprovides ahigh source of income with a 6.4% yield, one of the highest payouts in the S&P 500.
- In the first quarter, the company generated DCF of $1.4 billion, a 5% increase from last year.
- Dividend stability was reflected in the seventh straight year of dividend increases.
- Approximately 68% of the...
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Super Micro Computer, Inc. a strong player in the field of AI
Super Micro Computer, Inc. $SMCI has become a major player in the server and storage device industry, particularly for artificial intelligence (AI).
1. Revenue and Stock Growth:$SMCI has seen a whopping 800% increase in stock value over the past year , reflecting its dominance in the AI hardware space. Revenue grew...
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UL Solutions IPO
1. Financials and IPOA: The company plans to raise up to $812 million through an IPO, offering 28 million shares at a price between $26 and $29 each. This move is expected to support the company's development and fund further growth.
2. Business segments: UL Solutions has two main business segments, Testing, Inspection and Certification (TIC) and Software and...
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🚀 Marvell Technology, a leading player in the semiconductor industry
1. Comprehensive Semiconductor Solutions:Marvell Technology $MRVL specializes in providing comprehensive semiconductors for data infrastructure, covering a wide range from the core of data centers to edge networks.
2. Rising share value: since the beginning of the year, $MRVL shares have achieved an impressive...
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🏢A REIT in the marijuana world, this is Innovative Industrial Properties, Inc.
The#1 REIT in the world of marijuana stocks: $IIPR is a unique REIT that focuses on medical cannabis properties, instead of traditional cultivation and sales.
2. Stable rental incomeDescription : The Company acquires and leases cultivation and distribution centers to cannabis operators, providing...
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SoFi and stock volatility
1. Financial Stability: Despite the issuance of convertible bonds, the CEO of SoFi Technologies $SOFIis optimistic about the company's financial position. In the last quarter of 2023, SoFi Technologies generated GAAP net income of $615.4 million.
2. Expected Volatility: The market reacts to change and investors should be prepared for fluctuations in...
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I've already taken a nice ride once with some 100%+ profit and now I'm fully loaded again with 5% of the portfolio for some $7.3. I have absolute confidence in management. I think they know what they are doing.
VALUE SHARES AND GROWTH POTENTIAL
- Corteva Inc $CTVA: Global leader in seeds and agricultural chemicals.
- Separation from DowDuPont in 2019.
- Goal: Maximize farmer productivity and crop production.
- Recent year-over-year decline in sales and shares (-14% over the past 12 months).
- Expected sales recovery in 2024.
- Projected net sales for 2024: $17.4-17.7 billion (2% increase).
-...
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I don't know the company at all, but feel free to more of these because this industry is quite under-discussed.
UPS QUALITY INVESTMENT OPPORTUNITY?
for Investors:
- UPS $UPS plans to lure investors by offering attractive returns.
- It focuses on increasing automation, reducing costs and increasing margins.
- Shares of UPS $UPS have seen a7% decline since January, when the company announced a discouraging financial forecast.
- Expectations for 2024 are optimistic with earnings...
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ETSY SHARES DROP
-Shares of Etsy, Inc. $ETSY fell 7.7% after the company released its fourth quarter financial results.
- Q4 revenue was 842.3 million, up 4.3% from the prior year, but earnings fell well short of expectations.
- Earnings per share declined to 62 cents, compared to analysts' expectations of 77 cents per share.
- Gross merchandise sales (GMS) showed a decline in...
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POSSIBLE INTERESTING FUTURE CONNECTIONS IN THE AUTOMOTIVE INDUSTRY
Volkswagen, Renault and Stellantis are now thinking the previously unthinkable - these sworn competitors are exploring mergers to produce cheaper electric cars and stave off existential threats. With Chinese competitors, along with US carmaker Tesla, showing the weaknesses of Europe's largest carmakers, it is...
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So I think it would definitely affect the market and if something like that were to happen, I would definitely become more interested in the sector.
SHOPIFY SHARES DROP
- Shares of Shopify $SHOP fell 13% after the company released its quarterly results, despite beating estimates.
- Shopify $SHOP's revenue and gross merchandise volume saw growth.
- The drop in stock value is likely due to concerns about costs and the outlook for the future.
- Shopify $SHOP's underlying fundamentals are still sound.
- Despite Friday's stock drop...
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On a purified basis the company reported earnings per share of 34 cents, up from 7 cents a year ago and beating the FactSet consensus of 30 cents. The company's revenue also increased to $2.1 billion from $1.7 billion.
Gross Merchandise Volume(GMV)also saw an increase. It rose 23% to $75.1 billion, beating analysts' expectations of $72.2 billion. The company highlighted this in...
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INTERESTING DIVIDEND STOCKS AS A PORTFOLIO REPLENISHMENT OPTION
1. High yield dividend stocks: Deutsche Bank analyst Omotayo Okusanya identified two stocks with high growth potential and a minimum yield of 9%.
2. Omega Healthcare Investors $OHI: Focused on healthcare real estate investment trusts (REITs), a stable portfolio with 883 properties and a dividend yield of 9.15%.
3. Sab...
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SHELL AND DIVIDEND INCREASE
1.Shell's Financial Results in 2023:
- Shell $SHEL beat expectations with a profit of $28.25 billion, although it recorded a 29% decline compared to the previous year.
2. Dividends and Share Buybacks:
- Despite the drop in profits, Shell $SHEL announced a 4% dividend increase and the launch of a $3.5 billion share buyback program.
3. Fourth Quarter...
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INTUITIVE SURGICAL AND NEW SURGICAL ROBOT
- Intuitive Surgical, Inc. $ISRG: Shares rose significantly after promising news about a new surgical robot and beating expectations for the fourth quarter.
- The new Da Vinci 5 surgical robot: The company filed for its registration with the FDA, which Citi analysts called a highlight and hinting at the next generation of robotic surgery.
...
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I immediately Googled the robot, and that's a huge step forward for the health care system.
The company is great. After last week's results, it scored a nice valuation. The stock is now the highest it's been since January 2023. But the company is still in a sideways trend, so hopefully it will find the strength to break out. Do you have it in your portfolio?