CI Fair Price
My Notes
Začít psátFeed
Ciena (CIEN): a promising growth story in AI and data centres
Ciena $CIEN is profiling itself as a major player in networking technologies and optical solutions, with its focus on supporting data centers and developing artificial intelligence (AI) infrastructure giving it a competitive advantage. Although fiscal 2024 delivered mixed results, future prospects suggest steady...
Read more
🌟 Michael Burry, the well-known investor who predicted the 2008 financial crisis, is once again changing the direction of his investment strategy.
Let's take a look at the interesting moves this famous investor has made:
📈 Gold - In the first quarter of 2024, Burry focused heavily on commodities. He increased his largest position in theSprott Physical Gold Trust $PHYS by $7.62...
Read more
Zobrazit další komentáře
He's an interesting guy and his trades and moves surprise me at times, but I hardly follow him at all and don't want to😁
CIGNA AND THE RESTATEMENT OF PROFIT ESTIMATES
1. FiscalFourth Quarter Results: Cigna $CI presented surprisingly strong results, with sales of $51.1 billion and earnings per share of $6.79, beating estimates.
2. Lower medical loss ratio (MLR): Cigna $CI's MLR (an important calculation that measures the percentage of premiums paid to cover medical expenses) came in at 82.2%,...
Read more
There are quite positive expectations for 2025, but so far the company has not done well. There are quite a lot of risks and I don't know if I would want to invest in such a company.