Key component suppliers for iPhone 15!
Apple is synonymous with innovation and...
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Key component suppliers for iPhone 15!
Apple is synonymous with innovation and...
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Hello, investors,
I've decided to speculate on a position in $PYPL-1.2%. What do you think of this decision, or would you go for it at the current valuation?
I'd rather go away with PayPal. I remember buying over $50 and then selling quickly :)
CommVault Systems: strong position in cloud security
CommVault Systems $CVLT-0.2% is a major cloud security platform focused on protecting digital assets and monitoring cloud data through a centralized dashboard. With a market capitalization of $5 billion and a price-to-earnings (P/E) ratio of 30.5, it is a major player in the cloud security space.
Financial performance:
-...
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Last year was a very good year for the company. It got into positive profitability and the stock, of course, responded quickly. The future also looks promising. Both revenue and earnings per share are expected to grow, according to analysts' forecasts.
What do you think of$WBD-1.4%stock ?
I bought this stock some time ago, but I don't want to have a large position in this stock as it is so semi-speculative.
The company is not bad in the end and I quite like it, but if I had to have all similar companies in my portfolio, there would be countless of them already😅
🗓️Klíčové this week's events!
This week brings us a number of important economic indicators and corporate results that can influence the markets. Here are the ones I'll be watching.
I won't be following any news in the markets on Monday, so I'll be taking a long weekend.
🔍 Tuesday: Consumer Confidence: This indicator can tell us more about consumer sentiment and their willingness...
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It's going to be another busy week. I'll be following everything you've posted here👍Markets are tight and a leg to move a few percent either way in a very short while.
Do you have a stock that makes up more than 10% of your portfolio?
For me it's $ASML-3.6% and then around 8-9% is $GOOG+0.5% and $MC.PA-3.6%.
💡 Himax and NVIDIA: Collaborating for the future of AI Vision 🚀
Taiwan-based Himax Technologies $HIMX, is a leading supplier of semiconductor products focused on the automotive industry. The company announced the integration of its innovative WiseEye Ultralow Power AI Sensing solution with NVIDIA's $NVDA-1.3% TAO platform . This collaboration brings powerful AIto low-power...
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I'm just under the impression that I've heard of this company before, but I hardly know it at all🤣. Thanks for the article👍
Workday: strong market position and financial performance
Company Overview:
$WDAY+0.1%, a leader in human capital management (HCM) and cloud-based enterprise resource planning (ERP) software, has more than 20% market share in HCM. It is among the leading providers such as ADP and Oracle, and has been recognized by Gartner as a leader in cloud ERP for eight consecutive years. Its...
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Do you have shares of $KOMB.PR+0.7%in your portfolio ?
I bought in last year and was still buying in last month. I'm currently +12% on this position and still getting a decent dividend, which makes me happy.
You would look for European stocks in my portfolio. This is also true for banks. I only have $JPM+0.3%.
Dell and Super Micro shares on the rise thanks to collaboration with Elon Musk and xAI!
Shares of Dell $DELL and Super Micro Computer $SMCI+3.1% rose sharply in early trading on Thursday after xAI founder Elon Musk announced that the companies would supply hardware for his artificial intelligence supercomputer startup.
Well, it looks like Dell is going to do well. The company is definitely doing much better than $HPQ-0.6%.
Phillips 66: Attractive dividends
Company Overview:
Phillips 66 $PSX-1.5% is an integrated energy company that engages in refining, midstream, chemical and marketing activities. This diversification helps reduce earnings volatility, improve margins, and provide new growth opportunities.
Growing dividend and payouts to shareholders:
Sounds like a quality company. As for defensive and dividend stocks, I currently have as many of those in my portfolio as I want. In the event that I sell a dividend stock and there is room in the portfolio, this would definitely be an option.
Solar industry companies ☀️
I've noticed this topic is getting quite a bit of press and quite a few of us have invested in this industry. And since I felt like talking to AI today as well, I thought I'd share what a nice summary she wrote here.
...It ro an interesting company and I read about it here quite often ( often from you😁) but I still haven't looked at it much, but I kind of suspect it won't find a place in my portfolio.
Thanks so much for this review. The vast majority of companies dealing with Apple are practically being pulled up. An ally like that always comes in handy.