Nikolas Gabriels

Today on the agenda we have earnings johnson & johnson $JNJ. What are your expectations? 17 analysts are estimating earnings of $2.71 per share compared to earnings of $1.98 per share in the same quarter a year ago.

Analysts at Berenberg have raised their estimates for the global obesity market to $150 billion by 2035, up from $125 billion previously. This revision is the result of positive data on co-morbidities and advances in competing studies. Berenberg recommends buying shares of $LLY and Zealand Pharma, while he recommends holding on to shares of $NVO.

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Shein is committed to investing in the UK and Europe ahead of a potential IPO.

Fast-fashion retailer Shein said it will invest 250 million euros ($271 million) over five years in the U.K. and Europe as the company battles criticism of its model based on shipping cheap clothes and accessories from factories in China directly to customers around the world.

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The US stock market should be closed today. Any ideas for a movie or TV show about the investment world? I'm open to anything, thanks :)

This week we report quarterly results from Broadcom $AVGO, Dollar General Corporation $DG, GameStop $GME and C3.ai, Inc. $AI of the more interesting companies for me. Do you have any expectations for their results?

Does anyone know on what basis Caterpillar $CAT is losing almost 6% in premarket? The results don't look bad at first glance.

I was just looking at what analysts expect from $PLTR earnings. They are quite optimistic, saying the company should report quarterly earnings of $0.06 per share, up 500% year-over-year, and revenue of $555.02 million, up 16.1% from the same quarter last year. What do you think, will it work out as expected?

Does anyone have shares of NextEra Energy $NEE in their portfolio? The price has been pretty hammered since the beginning of the year and after earnings it's starting to look good - Both revenue and net income are above estimates.

Interesting news from Flash News - Disney could sell a controlling stake in its Indian Disney Star business, which it values at about $10 billion, instead of the previously considered piecemeal transactions. Reliance values those assets at $7 billion to $8 billion, some sources said. Do you hold shares of $DIS?

For a Palantir $PLTR to recently announce a super collaboration with the government (the amount was around $250m), it's been pretty miserable these days. Does anyone know what's going on, see yesterday's 6% drop?

What did you think of the Mety event where they talked about AI, metaverse, glasses and more? I was quite intrigued to hear that Meta's new generation of Ray-Ban smart glasses will start selling for $299. That doesn't sound bad for fans of these technologies here, or am I wrong?

An article just jumped out at me about 3 Morgan Stanley $MS picks. I wanted to ask if you know, follow or own any of the companies. They are Howmet Aerospace $HWM, Thermo Fisher $TMO and Zoetis Inc $ZTS.

What do you think about the goings-on with Disney and Charter? I'm not totally into it, but I know it was moving the market and streaming companies on Friday. I didn't take the time to look up how much Disney $DIS profits through Charter, and Charter pays Disney $2.2 billion a year in programming fees alone.

Salesforce $CRM doubled its commitment to profit growth and raised its adjusted operating margin target to 30% for the current fiscal year. This is notable in that these figures were not expected until late 2024. Do you have CRM stock in your portfolio?

Today we report the results of CrowdStrike Holdings $CRWD. Anyone holding their stock? I think cybersecurity is an interesting sector, I would like to include stocks from this sector myself.