Shares of $AI were down as much as 16% yesterday (more in Flash News). I honestly don't know the company very well and don't know exactly what it does.
- BCA Research Recommendation: Strategists at BCA Research recommend buying the Japanese yen as the easiest way to profit from the potential bursting of the AI bubble.
- Current market situation: The S&P 500 and Nasdaq 100 indexes are approaching record levels, but U.S. technology stock prices are falling, suggesting turbulence. The... Read more
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
Shares of $ASML are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
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
📉 Zscaler: Nice numbers, but investors don't like the outlook! 🔐
Zscaler $ZS, is one of the leaders in the cybersecurity space, and once again delivered a great performance. In the last quarter of the fiscal year, it beat analysts' expectations in profit, revenue and billings. Earnings per share came in at 88 cents, an increase of 37 % compared to last year, and revenue climbed... Read more
It doesn't look good with Intel at all. Since the beginning of the year, the stock is down nearly 60%, which is quite a bump. I don't have $INTC stock in my portfolio, and I don't want it.
Shares of $BTI and $MO formed new ATH today. Both stocks are up over 25% year to date and also pay a dividend of over 7%. I had both $BTI and $MOin my portfolio until the beginning of the summer . I sold $BTI and kept $MO as I trust Altria and don't need more than $BTI and two tobacco stocks in my portfolio.
What about you? Do you prefer $BTI or $MO and why?
PennantPark Floating Rate Capital: Stable returns in an uncertain environment
1. Introduction:
- PennantPark Floating Rate Capital $PFLT: The company is a business development company (BDC) that provides high-interest loans to mid-sized businesses that traditional banks do not target. This focus allows it to choose borrowers who have a solid ability to repay their debts.
It's a nicely built business and the dividend is great too, but I guess I'm not interested enough in this company to include their stock in my portfolio.
Apple teams up with Airtel to fight for Indian music and TV streaming market
- Strategic Partnership: $AAPL has partnered with Bharti Airtel, India's second largest telecom company, to gain a competitive advantage in the digital content market in India.
- Free streamingAirtel : The deal includes free music and video streaming for many of Airtel's 281 million customers, which is... Read more
The anti-obesity drug industry was in 2023 valued at $5.6 billion and will exhibit a CAGR of 27% between 2024 and 2032 (expert opinion).
$LLY, $NVO and others are creating drugs like - Ozempic, Wegovy, Mounjaro and Zepbound - These are blockbusters in terms of weight loss market in my opinion. But which companies may have the best chance to take the biggest bite of that... Read more
Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
Shares of $AI were down as much as 16% yesterday (more in Flash News). I honestly don't know the company very well and don't know exactly what it does.
Would it make sense for you to invest in $AI?
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A big risk for me. I'm certainly not buying their stock.
The easiest way to play burst the AI bubble
- BCA Research Recommendation: Strategists at BCA Research recommend buying the Japanese yen as the easiest way to profit from the potential bursting of the AI bubble.
- Current market situation: The S&P 500 and Nasdaq 100 indexes are approaching record levels, but U.S. technology stock prices are falling, suggesting turbulence. The...
Read more
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This is not for me. I'm staying away from it.
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
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I really like the growth. This is what a quality defensive stock looks like to me. I'm adding to the watchlist as it doesn't look bad at all.
Shares of $ASML are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
Did you also buy into $ASMLstock ?
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ASML looks interesting and the business is great. I'll probably add their stock to my portfolio soon.
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
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As a price, it's rising nicely, but I don't think I want their stock in my portfolio.
Moneta Money Bank to issue EUR 300 million six-year euro bonds
- Bond issue: $MONET.PR will issue six-year euro bonds worth EUR 300 million (approx. CZK 7.5 billion) on Wednesday.
- Issue coordinators: The issue will be led by a consortium of banks, including BNP Paribas, JPMorgan Chase, Goldman Sachs Bank Europe and J&T Bank.
- Rating and strategy: The bonds are likely to be...
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Wow, I didn't even know it grew like that. Well I was thinking about buying one, but it's too late😃. I did buy Erste a few months ago though.
📉 Zscaler: Nice numbers, but investors don't like the outlook! 🔐
Zscaler $ZS, is one of the leaders in the cybersecurity space, and once again delivered a great performance. In the last quarter of the fiscal year, it beat analysts' expectations in profit, revenue and billings. Earnings per share came in at 88 cents, an increase of 37 % compared to last year, and revenue climbed...
Read more
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It doesn't look bad. I have $CRWD in my portfolio and it's currently very much in the red, but I believe that will change again😃.
Are you buying into $NVDAstock or do you think there will be even more room to fall under the U.S. investigation?
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The stock could still fall.
It doesn't look good with Intel at all. Since the beginning of the year, the stock is down nearly 60%, which is quite a bump. I don't have $INTC stock in my portfolio, and I don't want it.
What's your take on the Intel situation?
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I'm thinking about buying it, as it's a great discount and an interesting opportunity.
Shares of $BTI and $MO formed new ATH today. Both stocks are up over 25% year to date and also pay a dividend of over 7%. I had both $BTI and $MOin my portfolio until the beginning of the summer . I sold $BTI and kept $MO as I trust Altria and don't need more than $BTI and two tobacco stocks in my portfolio.
What about you? Do you prefer $BTI or $MO and why?
...Read more
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I prefer $BTI as it pays a higher dividend.
PennantPark Floating Rate Capital: Stable returns in an uncertain environment
1. Introduction:
- PennantPark Floating Rate Capital $PFLT: The company is a business development company (BDC) that provides high-interest loans to mid-sized businesses that traditional banks do not target. This focus allows it to choose borrowers who have a solid ability to repay their debts.
2....
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It's a nicely built business and the dividend is great too, but I guess I'm not interested enough in this company to include their stock in my portfolio.
Apple teams up with Airtel to fight for Indian music and TV streaming market
- Strategic Partnership: $AAPL has partnered with Bharti Airtel, India's second largest telecom company, to gain a competitive advantage in the digital content market in India.
- Free streamingAirtel : The deal includes free music and video streaming for many of Airtel's 281 million customers, which is...
Read more
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Cool👍, Apple makes me happy.
The anti-obesity drug industry was in 2023 valued at $5.6 billion and will exhibit a CAGR of 27% between 2024 and 2032 (expert opinion).
$LLY, $NVO and others are creating drugs like - Ozempic, Wegovy, Mounjaro and Zepbound - These are blockbusters in terms of weight loss market in my opinion. But which companies may have the best chance to take the biggest bite of that...
Read more
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For me ro are both great companies. I wouldn't be afraid to include them in my portfolio. At what price would you buy $LLY?
Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
How do you currently view $CVS?
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They're not doing too well, but I've bought the stock. If the stock goes down, I'd still buy.
At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
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I think we have more growth to come. The 5,800 is probably realistic.