Jessie Ramsdale

Strong growth of Brookfield Renewable Partners

- Record Results: Brookfield Renewable $BEP had a record year with nearly $1.1 billion in operating income and a 7% increase in FFO per share. This successful track record allowed for a 5% dividend increase, the 13th consecutive year of year-over-year dividend growth.

- Growth potential: While the FFO per share growth rate fell...
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Enbridge Inc.: Steady growth and strong earnings

-Steady earnings growth: Enbridge $ENB achieved record earnings for 2023 with a 6% increase over the previous year, confirming continued financial stability.

-Strategic Plan Execution: Thecompletion of the acquisition of The East Ohio Gas Company and the planned sale of non-core assets supports the company's long-term growth,...
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HubSpot: The road to $1 trillion

- Market capitalization and growth: with a market capitalization of $31 billion and a growing number of customers, HubSpot $HUBS shows promise of reaching $1 trillion.

- Innovative use of AI: HubSpot's use of artificial intelligence in its CRM platform, including predictive scoring and AI technology, strengthens its market position and drives...
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Coupang: Korean Amazon on the road to growth

- Coupang $CPNG is Korea's leading online retailer that has successfully applied a strategy similar to Amazon.

-$CPNG offers a wide selection of goods including groceries and can deliver goods within hours thanks to its Wow membership program.

- The number of Wow members grew by 27% last year to 14 million.

- The Korean market is smaller...
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Block: Innovation and Growth in Finance

- Block $SQ, known for the Square ecosystem, is focused on profitability growth with the goal of reaching Rule 40 metrics by 2026.

- Rule of 40 includes revenue and profit margin growth above 40%, indicating responsible growth for the company.

-$SQ focuses on specific industries with products like Square for Franchises, and integrates...
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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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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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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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