Investment opportunity in Datadog shares
1. Nasdaq Composite Market Status:
- First half of 2024: 20% growth with almost no volatility.
- Since July: 6.5% decline due to weak economic data and currency shock in Japan.
2. Stock Development Datadog $DDOG :
- Last Month: Down 9.5% during the broader stock market sell-off.
- Current price: 39% below 2021 all-time high.
3. Key...
Read more
FIVERR INTERNATIONAL - FREELANCING MARKETPLACE
Fiverr International $FVRR a well-known freelancing marketplace, experienced a boom during the pandemic when many people moved to telecommuting and demand for online services skyrocketed. However, after the pandemic ended, growth slowed and the company's stock lost more than 90% of its pandemic high. Still, Fiverr is still an...
Read more
The marketplace is good, but as a company it doesn't appeal to me as much for investment...I would rather think of holding shares for a few months at most, but I wouldn't bet on it in the long term.
THE TRADE DESK - DIGITAL ADVERTISING CAMPAIGNS AND BELOW-AVERAGE VALUATIONS
The Trade Desk $TTD is steadily becoming a major player in digital advertising, thanks in large part to its advanced technology using artificial intelligence. While the company is not traditionally seen as an AI company, its recent moves in this direction, particularly the introduction of Kokai...
Read more
It will be interesting to see the results today. They can move the price significantly and give further possible direction.
Best Buy and AI Innovation as a Catalyst for Growth
Best Buy Co., Inc. $BBY, a multinational consumer electronics retailer, has embarked on an artificial intelligence (AI)-powered product offering. This strategic move could boost demand for personal computers and become a major boost to the company's growth in the second half of the year. According to analyst Michael Baker of D...
Read more
It may not be a bad deal at the moment. The stock is quite low, below the 2019 peak. Acceptable debt and EPS growth could help. But falling revenues are a problem.
Amkor Technology, Inc.: Unique position in a transforming industry
A transformational moment for the OSAT sector:
- According to Morgan Stanley, the outsourced semiconductor assembly and test (OSAT) services sector is at a transformational moment.
Strategic Expansion Plan:
-$AMKR plans to build an advanced packaging and testing facility in Arizona.
- This facility will be...
Read more
PDD as a Leading Company in Chinese E-commerce
Market Position:
- Leading e-commerce company: $PDD has become a leading e-commerce company in China due to its cost-effective positioning and the growth of the Temu marketplace.
- Market capitalization: after impressive first quarter results announced last Wednesday, $PDD's market capitalization has surpassed its strong competitor,...
Read more
Unity - Key financial and strategic points
-Q1 Revenue: Unity's $U revenue was $460 million, a 2% year-over-year increase.
- Strategic Portfolio: Contributed $426 million.
- Create Solutions: Achieved $133 million, a 17% year-over-year increase, supported by subscriptions and strategic alliances.
- Grow Solutions: Reported $294 million, a 4% year-over-year decrease.
- EBITDA:...
Read more
The stock has really underperformed since the beginning of the year. The selloff is pretty brutal. I hope nobody here has any shares. The company is at an all-time low.
Brookfield Renewable: A wealth creator with a long-term vision
- Brookfield Renewable $BEP has delivered investors an average annual return of 15.8% over the past 20 years, significantly outperforming the average annual return of the S&P 500 Index.
- A $10,000 investment made 20 years ago would have grown to more than $187,000 thanks to this company, which is $100,000 more than...
Read more
That average yield is very nice and the dividend is solid too. I'll take a closer look at the company.
Chewy: The pioneer in online pet supplies sales
- Chewy $CHWY is a major player in the online pet supplies sales market with a wide range of products.
- Active in the $144 billion US market and the $10 billion Canadian market.
- With its second fiscal year of profitability, it is seeing steady growth in sales, gross margin and free cash flow.
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...
Read more
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,...
Read more
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...
Read more
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...
Read more
A proven Amazon business model that could work in Korea. This company is smart about it :) Do you have shares?
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...
Read more
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...
Read more
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?
Very nice growth. It finally managed to get into the green with margins. Looks like a solid opportunity. I'm going to explore more :)