Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET1.8% is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG2.5% looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR-1.9%, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North... Read more
Do you address moral considerations and ethics when investing in stocks?
Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO0.5% or $LMT2.3%... Read more
🚗 Car rental companies Hertz and Avis significantly strengthen after the announcement of the tariffs! In a world where any economic measure can rewrite the investment mood, one interesting twist has emerged: car rental companies Hertz $HTZ-6.0% and Avis $CAR-1.7%, which have long been under market pressure, have risen sharply in recent days.
This is due to President Trump 's announced... Read more
The car companies are making a terrible loss on this now, and BMW, for example, is burning money, but these aforementioned companies could easily make a profit.
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DE1.6%in my portfolio, but I don't and won't invest in $VOW3.DE.0.2%
📈 Cintas surprises the market: strong results and new record in margins! Cintas Corporation $CTAS is an American company providing uniforms, mats, mops, hygiene supplies, fire extinguishers and a variety of other products. This company is now confirming its position as one of the most stable players in the market. The results for the third fiscal quarter of 2025 exceeded market... Read more
Recently, the stock indices have finally fallen significantly. I recently bought $CNDX.L-0.8% and I'm thinking about maybe buying some India and China focused ETFs as well.
Hedge funds are increasingly betting against stocks, with Nvidia $NVDA3.1%, Advanced Micro Devices $AMD5.3% and Tesla $TSLA-0.1% their three largest short positions, a Morgan Stanley report showed Thursday.
📉 📉 GameStop, how is this former game-changing meme stock doing in 2021? Video game and electronics retailer GameStop $GME reported results for Q4 of fiscal year 2024. They showed us that the company can surprise, even if the numbers disappointed at first glance.
Carvana: Morgan Stanley analysts upgrade rating to "Buy", stock rises
Carvana $CVNA1.3% , a pioneer in online used car sales, saw its stock price rise after Morgan Stanley raised its rating to "Buy" and target price to $280.
Xiaomi is a Chinese technology company focused on electronics and smart devices. It's product portfolio is really broad, and one of its main competitors is $AAPL4.1%, for example . But it's a growth Chinese stock, which can be quite risky. The price is really high at the moment, but after some... Read more
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
📉 CD Projekt reported a drop in profit, but still beat expectations. Polish video game giant CD Projekt $CDR.WA-1.0% has released its results for 2024, showing that even a year without a new game release can deliver very solid numbers. Although the company saw its net profit drop by 2,3 % to 469.9 million zlotys(approx. USD 122 million)However, it beat analysts' expectations, who... Read more
Energy Transfer: stable growth, high dividends and long-term potential
Energy Transfer $ET1.8% is one of the largest U.S. energy infrastructure operators with a market capitalization of $64 billion. ET stock is up 22.5% over the past year, and when you add in a dividend yield of over 6.8%, the total return to investors is over 30%.
Energy Transfer's key growth drivers:
Strong...
Read more
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As a dividend stock, I think it's great, and if I wanted to focus on steady growth and regular income, I'd choose this stock in a heartbeat. Plus the current price isn't too high.
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday
ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
Job...
Read more
Zobrazit další komentáře
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG2.5% looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR-1.9%, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North...
Read more
Zobrazit další komentáře
It's definitely one of the best companies, but I'm currently looking more at $BAESF3.6%.
Do you address moral considerations and ethics when investing in stocks?
Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO0.5% or $LMT2.3%...
Read more
Zobrazit další komentáře
I don't care either.
🚗 Car rental companies Hertz and Avis significantly strengthen after the announcement of the tariffs!
In a world where any economic measure can rewrite the investment mood, one interesting twist has emerged: car rental companies Hertz $HTZ-6.0% and Avis $CAR-1.7%, which have long been under market pressure, have risen sharply in recent days.
This is due to President Trump 's announced...
Read more
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The car companies are making a terrible loss on this now, and BMW, for example, is burning money, but these aforementioned companies could easily make a profit.
What do you think about $VOW3.DE0.2%stock ?
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DE1.6%in my portfolio, but I don't and won't invest in $VOW3.DE.0.2%
Volkswagen AG
VOW3.DEZobrazit další komentáře
The European car companies are not in the best situation right now, but when things calm down again, these companies could prosper again.
📈 Cintas surprises the market: strong results and new record in margins!
Cintas Corporation $CTAS is an American company providing uniforms, mats, mops, hygiene supplies, fire extinguishers and a variety of other products. This company is now confirming its position as one of the most stable players in the market. The results for the third fiscal quarter of 2025 exceeded market...
Read more
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The closest thing I have to this company in my portfolio is $MMM2.2% stock and so far I'm happy .
Apple faces challenges with iPhone upgrades
-Lack of innovation: $AAPL is having trouble convincing consumers to upgrade iPhones because new innovations are not appearing.
- Delays in Siri updates: Siri updates with artificial intelligence features are delayed, reducing hopes for increased sales.
- Longer device life: The average age of iPhones has increased, suggesting slower...
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Unfortunately, this is all true, but I still hold the stock and I certainly won't be selling.
Recently, the stock indices have finally fallen significantly. I recently bought $CNDX.L-0.8% and I'm thinking about maybe buying some India and China focused ETFs as well.
What ETFs besides the SP500 do you invest in?
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I also have only purchased $CNDX.L-0.8%, but for retirement I would like to include some ETFs that contain high dividend stocks in my portfolio.
Hedge funds are increasingly betting against stocks, with Nvidia $NVDA3.1%, Advanced Micro Devices $AMD5.3% and Tesla $TSLA-0.1% their three largest short positions, a Morgan Stanley report showed Thursday.
Nvidia
NVDARead more
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Well I'm buying both $AMD5.3% and $TSLA-0.1% now, so we'll see😂
📉 📉 GameStop, how is this former game-changing meme stock doing in 2021?
Video game and electronics retailer GameStop $GME reported results for Q4 of fiscal year 2024. They showed us that the company can surprise, even if the numbers disappointed at first glance.
GameStop
GMERead more
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I only ever look at this company when they have results. I recommend the miniseries on Netflix about Gamestop.
Carvana: Morgan Stanley analysts upgrade rating to "Buy", stock rises
Carvana $CVNA1.3% , a pioneer in online used car sales, saw its stock price rise after Morgan Stanley raised its rating to "Buy" and target price to $280.
Strong improvement in financial performance:
Ebitda rose to $1.4 billion from $339 million
Expected Ebitda for 2025: $1.9 billion
Shares up nearly 450% year...
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A growth stock it may be, and now the stock is rising, but for me it's more speculation.
Anyone investing in $3CP.F1.4%? Would you rather invest in $AAPL4.1%, $SMSN.L0.0% or $3CP.F1.4%?
Xiaomi is a Chinese technology company focused on electronics and smart devices. It's product portfolio is really broad, and one of its main competitors is $AAPL4.1%, for example . But it's a growth Chinese stock, which can be quite risky. The price is really high at the moment, but after some...
Read more
Zobrazit další komentáře
Apple isn't doing so well anymore, but it still strikes me as a better and higher quality company than $3CP.F.1.4%
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
Contrac...
Read more
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I'm sure it can be a good opportunity, but I stay away from it and never invest in an IPO and just watch it.
📉 CD Projekt reported a drop in profit, but still beat expectations.
Polish video game giant CD Projekt $CDR.WA-1.0% has released its results for 2024, showing that even a year without a new game release can deliver very solid numbers. Although the company saw its net profit drop by 2,3 % to 469.9 million zlotys (approx. USD 122 million)However, it beat analysts' expectations, who...
Read more
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I am often attracted to such a company because it looks good and interesting. I believe it can grow nicely, but I won't buy the stock.