Charles Schwab: Transitioning to a Registered Investment Advisor (RIA) model
The Charles Schwab Corporation $SCHWis one of the favorites in the financial marketplace due to its strategic departure from the traditional banking and brokerage model. Schwab's focus on the Registered Investment Advisor (RIA) space has brought the firm significant growth in the number of clients and... Read more
It's one of the major companies in this sector. The price doesn't look bad at all. This sector is a sure thing, so maybe I'll buy a couple of their shares.
Mondelez: Stable growth and increasing dividends provide an attractive investment opportunity
Mondelez $MDLZ International is a potentially attractive option due to its long-term strategy of steadily increasing dividends. It raised its dividend by 11% in June and has regularly delivered double-digit dividend per share growth over the past five years, providing investors with a... Read more
GE Aerospace: aerospace company on the rise with innovative technology
1. Innovative technology and market position:
- Jump Engine Technology: $GE is poised for major growth with its new jump engine technology that could be a game changer in the aerospace industry. This technology could give the company up to 80% market share in the narrow-body aircraft engine market,... Read more
1. Strategic positioning and sophisticated design:
- Data Centers: $EQIX operates strategically located and sophisticatedly designed data centers that are ready to handle the growing demands for artificial intelligence (AI).
2. Key role in the technology ecosystem:
- Technology Ecosystem: $EQIX acts as a significant enabler... Read more
General Mills (GIS) - Strong position and growth ambitions
1. Financial strength and profitability:
- Enterprise Performance: $GIS has an enterprise value of $51.17 billion, nearly double that of Kellan, the maker of Special K.
- EBITDA Margin: With an EBITDA margin of 20.54%, it exceeds Kellan's margin by 595 basis points, indicating the successful re-engineering of its... Read more
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
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.
- 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
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
- 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
It's one of the major companies in this sector. The price doesn't look bad at all. This sector is a sure thing, so maybe I'll buy a couple of their shares.