Feed
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Read More
My scenarios for the coming days and weeks
Based on an analysis of my portfolio and the current market situation, I have three scenarios outlined for the short/medium-term outlook. I note that these scenarios are developed for my portfolio, which does not have a high correlation with the S&P 500.
Optimistic scenario: We can expect another decline of 3–5%, then a short period of...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I don't have scenarios, I'm a long-term investor.
Read More
📅 This week's key market events!
A week full of earnings reports and macroeconomic signals that can influence the mood of the markets. Here's an overview of the most interesting events!
📡Monday
Results before the markets open:
Verizon $VZ - Markets will focus on new users and network connectivity.
🎙️ Tuesday
Fed Chair Powell Speech - Highly anticipatedspeech may provide hints of...
Read more
Zobrazit další komentáře
I'll be most interested in Tesla, and I hope the numbers come out well. If the stock were to fall, I would definitely buy in.
Read More
Does anyone have telecom stocks in their portfolio? If so, why?
I'm familiar with stocks like $VZ, $T, and $TMUS, but I don't think they are very interesting investments. The main growth has already passed these companies and apart from a decent dividend I find them uninteresting and often loss making.
Zobrazit další komentáře
It's a super dividend stock and for a stable portfolio it's absolutely ideal. I have a smaller position in $T and the performance is great.
Read More
📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday
Easter Monday - Markets in Europe are still closed
🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
Read more
Zobrazit další komentáře
Tesla's results will be the most important, but it is possible that the stock will fall and I would definitely overbought at that point.
Zobrazit další komentáře
At one time I thought about selling the stock, but I'm still holding and am now in a nice profit and the dividend is great too.
Read More
AT&T reported very positive results yesterday, which subsequently pushed the stock up 6%. For example, the company's net income rose 70% year-over-year. Shares of $T have been rising over the past few months, but it's still an uninteresting stock to me and I won't be investing in it.
What's your take on $T?
Read More
🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇
🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
Read more
Zobrazit další komentáře
Read More
Read more
💡 Comcast is expecting bad times!
Shares of Comcast $CMCSA experienced a significant shakeout last week, falling nearly 10 %. Management announced that it expects a decline of more than 100,000 broadband subscribers in Q4 . That's well above the consensus estimate of analysts, who had predicted a loss of around 63,300 customers. 📊
...Read more
Zobrazit další komentáře
Verizon is pretty interesting to me. The stock is down, but that could change and the company pays a great dividend.
Read More
📅 Key events of the week worth investors' attention!
This week we have results from interesting and important companies that can move the markets!
🌍 Monday: IMF Meeting - The International Monetary Fund often adjusts the global economic outlook, which can have a major impact on market sentiment. Keep an eye on these important outlooks and their impact on the markets.
🌐Tuesday: BRI...
Read more
Zobrazit další komentáře
I was looking at the portfolio yesterday and I have to say that the $TSLA makes me happy😃😂
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I'm not sure which metrics you're using to evaluate valuation, but for this company I prefer P/OCF, and it doesn't look expensive to me on that metric. The 10‑year median is roughly 25; currently it's about 20. Amazon is again in a phase of massive investments, from which profits will be harvested over the next few years. It's estimated that OCF could grow from about 180bn to around 285bn within roughly three years. I don't know many companies like that, so for now I don't have a reason to sell.