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The war in Iran is bringing uncertainty to the U.S. stock markets. 🇮🇷/🇺🇸
But what should we actually be worried about, and how do I think this whole situation will play out?
Shares of companies that manufacture combat drones, such as $ONDS, $AVAV, $UMAC, $RCAT or even $DPRO, are rising by several percent, some even by 10% or more.
It’s important to understand the perception and...
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Which sector besides technology do you find most interesting right now and see potential in?
In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As my second choice I would pick fintech, because not only young people today dislike traditional banks....
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When I wrote two days ago that "if you wouldn't ramble" and that "some here are guided by impressions instead of facts," my post was deleted. But when someone writes outright nonsense here, like Lukáš Nekvapil — he specifically writes that "the healthcare sector has been growing significantly in recent years," which is nonsense, since it fell by more than 10% last year — that's fine...
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Which sector, besides technology, do you find most interesting right now and see potential in?
In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies...
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Not healthcare by a long shot... it’s such a complex business that I basically don’t understand it deeply enough to put my money there... for me, the biggest potential right now is definitely Aerospace and Defence, and at least in the short term, heavy industry as well.
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Shares of $NVO have started to rise in recent days after a new weight loss pill from $LLY showed less efficacy than their drug Wegovy. I think this is great news and maybe the sentiment could have turned around on NVO and the stock could continue to rise.
What do you think about this news? Do you think it's enough for the stock to finally go up now?
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The results were good and the stock is slowly rising now. The stock has fallen a lot this year, but I believe it will improve.
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📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
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📊 Investment overview of the week: Giants' results, macroeconomic numbers and key impulses for the markets!
Get ready for a busy week that could have a major impact on market sentiment. The combination of corporate results and important data from the US economy promises a really interesting week.
🍕 Monday
📊 Results before the markets open:
Domino's Pizza $DPZ - Results will show...
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Investors, do you find $LLY or $NVObetter ?
Both companies have very similar businesses and compete with each other. With $NVO, they may be at risk of tariffs that Trump might impose, and their drug may not be as popular in the US. Still, $NVO currently looks more interesting to me , which is why I've been shopping around this year. I think the stock is undervalued and the...
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Now, I think it is impossible to say who is better, because it will only be a few years later. But I'm also buying $NVO right now.
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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There's a lot of results this week, but I'm more interested in how stocks will react to Trump's tariffs.
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🗓️Klíčové events of the week! 🌟
This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:
❌Monday
Prague Stock Exchange closed due to a public holiday
Results:
Before the markets open: ON Semi $ON
After markets close: Ford $F
📊Tuesday
US Consumer Confidence
JOLTS - Job...
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It's going to be very interesting from tonight through Thursday, so I'll definitely be watching.
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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...
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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?
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📆 Overview of interesting things for the upcoming week! 🚀
This week I will be watching mostly company results. With the investor sentiment from last week, I think wonders will happen when the markets announce earnings.
🔍 Monday:
ISM Services PMI - This index measures economic activity in the service sector and often serves as an indicator of overall economic health.
Earnings: Befor...
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Thanks again for the summary, great! The results will certainly be interesting, but more so in the long run. They can't change the market situation this week in my opinion.
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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.
What are your thoughts on...
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This sector currently has great potential. However, shares in this sector are already quite expensive. I bought $NVO and I don't regret it.
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The stocks that react the most are probably $LMT, rising about 8%. I won’t really lose or make much on it today, but I’ll definitely keep watching.