Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.
Monday: I'll only be watching company results.
📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFIand ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logit... Read more
I had Pypl but once it got to a price of $68 at the end of March, I sold. It was enough to make me a small profit because I had held the position in the negative for almost a year and while I would have liked to wish them a prosperous future, I didn't want to lock in funds. There is a lot of competition and it's just not what it used to be, although the current CEO is good for me.
Airbank has launched a new payment feature where money will go straight from bank to bank, without a terminal or cards. This year ,$MONET.PR, Fio and mBank will launch the same feature . I know some foreign banks have/will be launching a similar feature as well. Do you think this will have an impact on$V and $MA in the future ?
How do you view $V or $MA stock and at what prices would you buy?
For me, these two companies are great and I would like to include their stock in my portfolio, however the stock is currently expensive. I would buy $V stock below $200 and $MA stock below $350.
Mastercard reported results today and the results were very positive. I would very much like to include $MA or $V stock in my portfolio, but both stocks are currently expensive. I would buy $MA below $300 and $V below $190.
Do you have shares of $MA or $V in your portfolio and at what prices are you overbought?
Also great companies for me but as you write, both still at high prices and agree with KnowTrade, with the advent of CBDC currencies it may not be the best for them. I'm not saying they are going out of business at all but that may come into play for example companies that are already more involved with crypto, although yes crypto is not CBDC.
Everyone pays by card, but how are the companies that run them doing?
Both$V and $MA are near their absolute peaks. These companies with a great business model, dividend and huge margins can still be a great part of a portfolio.
Does anyone have them, or are you just walking around. The price is higher now, but that wasn't quite true a year ago.
I think it's kind of Google vs Microsoft here... :) both companies are "similar", both are huge, and I guess you can't say one is globally better than the other... maybe if it was chopped up into pieces...
I had Pypl but once it got to a price of $68 at the end of March, I sold. It was enough to make me a small profit because I had held the position in the negative for almost a year and while I would have liked to wish them a prosperous future, I didn't want to lock in funds. There is a lot of competition and it's just not what it used to be, although the current CEO is good for me.