$DFS
$FOR
$GSBC
$ZION
$PLD
$TRV
$SRCE
$ALK
$BFST
$FFBC
$EQBK
$ERIC
$SMBK
$STLD
$WTFC
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Puestos
27Dear Community,
Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (-1,29 %) with a considerable loss and $ETH (-1,23 %) with a small profit and set up a weekly savings plan on $BTC (-0,56 %) set up a weekly savings plan.
In order to simplify and streamline the portfolio even further, I now have the following question for you...
To help you understand my portfolio better, here is a brief explanation:
The main portfolio (currently approx. 150k) is a core-satellite portfolio with 56% $IWDA (+0,06 %) , 20% $GGRP (+0,13 %) , 12% $WSML (-0,05 %) and 12% $XMME (-0,47 %) .
With just under 20k is still the $CSPX (+0,33 %) in the portfolio.
I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:
$MMM (+0,18 %) approx. 1500€
$MSFT (+1,46 %) approx. 1400€
$ABT (+0,38 %) approx. 3300€
$JNJ (+0,58 %) approx. 2800€
$PEP (+0,37 %) approx. 2700€
$PG (+0,37 %) approx. 3300€
$TDIV (-0,13 %) approx. 3900€
$WQDS (+0,2 %) approx. 3850€
$FGEQ (+0,19 %) approx. 3800€
$VWRL (-0,04 %) approx. 3750€
$FUSD (+0,36 %) approx. 3750€
I save the ETF fraction constantly, nothing should or will change.
I'm just wondering how I should structure the ratio of individual stocks from now on. Should I increase all individual stocks to 5000€ per position or all stocks except Microsoft to 6k? Any other suggestions or ideas? If I simply leave the individual stocks untouched, the money would go into the div ETFs in tranches.
Total TER at 0.22 (which is quite acceptable for me) - and the overlaps are known and also okay for me 😄
Once again, thank you from the bottom of my heart and have a nice rest of Sunday 😎
Best regards
EvD
I would like your input please.
About 4 years ago I invested in the share $ABT (+0,38 %) and have been investing monthly via a savings plan ever since. Apart from dividends, I am virtually 0/0 with the investment. Would you continue to hold or are there better alternatives in the healthcare sector? Also in view of the fact that a large part of the business is done with blood glucose meters and that these measurements could perhaps also be taken with an Apple Watch in the future. #stock
30.07.2024 + today Microsoft, Paypal and many more + Tesla with technical progress + Abbott with high fine + Tilray with less loss + McDonalds high demand for the 5$ menu
McDonald's Corp. $MCD (+0,3 %) misses analysts' estimates of $3.07 in the second quarter with earnings per share of $2.80. Sales of $6.49 billion are below expectations of $6.62 billion. Due to the high demand for the $5 menu, however, the company's outlook remains positive. 93% of all restaurants want to expand this offer further.
Tesla $TSLA (+1,12 %) shares rose 1.4% after Piper Sandler issued a bullish note on the electric car maker, suggesting that Tesla may have finally cracked the code on fully self-driving technology and is worth a "buy" rating. Morgan Stanley has also elevated Tesla to its "top pick" in the US auto sector.
Abbott $ABT (+0,38 %) fell 6.2% after a jury ordered the healthcare company to pay $495 million in damages in a premature baby formula lawsuit.
Tilray $TLRY (-0,62 %) grows thanks to positive sales in the fourth quarter, the loss is smaller
Tuesday: Stock market dates, economic data, quarterly figures
Quarterly figures / company dates USA / Asia
12:30 Merck & Co quarterly figures
12:45 Pfizer quarterly figures
12:55 Procter & Gamble quarterly figures
13:15 Paypal quarterly figures
22:01 Microsoft quarterly figures
22:05 Mondelez | Starbucks | Stryker quarterly figures
22:15 AMD quarterly figures
Quarterly figures / Company dates Europe
07:00 Redcare Pharmacy | Covestro | Fresenius Medical Care Quarterly figures
07:00 Fuchs | Heidelberg Materials | DSM-Firmenich quarterly figures
07:00 Sika quarterly figures
07:30 Raiffeisen Bank International |SCOR Half-year figures
08:00 BP | Diageo | Standard Chartered quarterly figures
11:00 Vodafone AGM
13:00 Intesa Sanpaolo half-year figures
14:00 Linde AGM | Heidelberg Materials Analyst Conference
17:45 Airbus half-year figures
18:00 L'Oreal half-year figures
18:30 Airbus Call
Economic data
The week will be pure entertainment.
Monday:
Tuesday:
Wednesday:
Thursday:
Friday:
Here is a summary of important events & the Formatting is Getquin's fault!
US MARKET🇺🇸
Monday
Publication of the Empire State Manufacturing Survey of the New York Fed for April.
Publication of the retail sales in the USA for March.
Publication of the business inventories for February.
Publication of the homebuilder confidence for April.
Speeches by Lorie LoganPresident of the FED of Dallasand Mary C. DalyPresident of the FED Bank of San Francisco.
Quarterly reports from Goldman Sachs ($GS (+0,07 %) ), Charles Schwab ($SCHW (-0,78 %) ) and M&T Bank ($MTB (+0,42 %) ).
Tuesday
Publication of the building permits for March.
Publication of the industrial production for March.
Quarterly reports from UnitedHealth Group ($UNH (+0,4 %) ) , Johnson & Johnson ($JNJ (+0,58 %) ), Bank of America ($BAC (+0,13 %) ), Morgan Stanley ($MS (-0,07 %) ), BNY Mellon ($BK (+0,68 %) ) and PNC Bank ($PNC (+0,52 %) ).
Wednesday
Publication of the mortgage applications for the week ending April 12.
Publication of the FED Beige Books.
Quarterly reports from United Airlines ($UAL (+0,1 %) ), Abbott Laboratories ($ABT (+0,38 %) ), U.S. Bancorp ($USB (+0,42 %) ), Travelers Cos. ($TRVC34 ), Citizens Financial ($FCNCA (+0 %) ), First Horizon ($FHN (-0,49 %) ) and Discover Financial Services ($DFS (+0,51 %) ).
Thursday
Publication of initial jobless claims for the week ending April 13.
Publication of the Philadelphia Fed Manufacturing Survey for April.
Release of existing home sales for March.
Speeches by John C. WilliamsPresident of the FED of New Yorkand Raphael BosticPresident of the FED of Atlanta.
Quarterly reports from Netflix ($NFLX (+1,03 %) ), Intuitive Surgical ($ISRG (+1,14 %) ) and Infosys ($INFY ).
Friday
Speech by Austan GoolsbeePresident of the FED of Chicago.
Quarterly reports from Procter & Gamble ($PG (+0,37 %) ), American Express ($AXP (+0,32 %) ), Fifth Third Bancorp ($FITB (+0,35 %) ) and Huntington Bancshares ($HBAN (+0,11 %) ).
Saturday
Possible events in connection with the Bitcoin halving.
EU MARKET
Monday
Release of industrial production
Speech by Philip Lane, Member of the Executive Board of the ECB
Quarterly reports from Pagegroup ($PAGE (-0,55 %) ) 🇬🇧, Playtech $PTEC (+0,46 %) ) 🇬🇧
Tuesday
Trade Balance (Feb)
ZEW Economic Sentiment
Eurogroup Meetings
Publication of the quarterly reports of Ashmore ($ASHM (+0,05 %) ) 🇬🇧
Wednesday
Publication of CPI data
EU Summit & Eurogroup Meetings
Speech by Isabel Schnabel, Member of the Executive Board of the ECB
Quarterly figures from Severstal ($CHMF ) 🇷🇺, Volvo B ($VOLV B (-0,02 %) ) 🇸🇪, Viscofan $VIS (+0 %) ) 🇪🇸, Petershill Partners ($PHLL (+0 %) ) 🇬🇧, Hays ($HAS (-0,54 %) ) 🇬🇧
thursday
Speech by Luis de GuindosVice President of the ECB
EU Summit & Eurogroup Meetings
Speech by Isabel Schnabel, Member of the Executive Board of the ECB
- Quarterly figures from EQT AB ($EQT (+0,15 %) ) 🇸🇪, EssilorLuxottica ($EL (+0,14 %) ) 🇫🇷, Nordea Bank ($NDA FI (+0,11 %) ) 🇸🇪, Sartorius Stedim ($DIM (-0,02 %) ) 🇩🇪, Nokia Oyj $NOKIA (-0,12 %) ) 🇫🇮, Inter Cars SA ($n/a) 🇵🇱, Tauron Polska Energia ($TPE (-0,01 %) ) 🇵🇱, Forvia ($FRVIA (-0,01 %) ) 🇫🇮, Dunelm ($DNLM (+0 %) ) 🇬🇧, Adtran Networks SE ($ADV (+0 %) ) 🇩🇪, Olvi Oyj A ($OLVAS (+0 %) ) 🇫🇮, Econocom ($ECOM ) 🇧🇪, Talenom Oyj $TNOM (+0,12 %) ) 🇫🇮, Alisa Pankki Oyj ($ALISA (+0 %) ) 🇫🇮
Friday
Eurogroup Meetings
CFTC EUR speculative net positions
Quarterly figures from Sodexo ($SW (+0 %) ) 🇫🇷, Linea Directa Aseguradora ($LDA (+0 %) ) 🇪🇸, Alma Media ($002950 ) 🇫🇮, Gofore ($GOFORE (+0 %) ) 🇫🇮
A week with many events...
Why is Bitcoin falling? What is the ECB doing? Lots of numbers and Paypal completely shocked me! ⤵️
The week was very eventful. Bitcoin fell sharply last week, Paypal wanted to shock the world with news on 25 January, the ECB decided on interest rates again and there were a number of quarterly figures this week. Let's take a closer look.
Why has Bitcoin fallen so much?
3 words explain it: Grayscale, FTX , Miner!
Miners are said to have sold around 10,000 $BTC (-0,56 %)
BTC were sold. We are currently on the verge of a halving again. This means that the miners will soon only have half the income left. So they have used the increase to build up capital. They are investing in new hardware in order to be able to mine more. Electricity costs rise as a result and so on. They have to take profits from time to time to stay liquid.
Grayscale has converted the trust fund (GBTC) into an ETF and sold over 600,000 BTC. Grayscale's fee policy is not the best and led to further selling. Grayscale sold USD 640 million worth of bitcoins every day. This was felt by the market.
FTX sold 900 million US dollars to GBTC, generating a profit of around 300 million US dollars. However, another positive aspect is that all the new ETFs have already collected around 103,000 BTC and will continue to do so. The market will therefore continue to grow and profits will be taken from time to time!
Is the ECB now lowering interest rates?
No, they are not yet, but they are not currently rising any further. So now the ECB has also found the stop button. However, there are already rumors of interest rate cuts this year. But they don't want to commit to a calendar day, they want to reassess each time. It will be interesting to see what the market prices in for the next round. The FED will be back next week. However, it is not expected to cut interest rates for the time being, but also not to raise them!
Did Paypal shock you with the news?
On 17.01 the CEO of $PYPL (-0,95 %) Paypal said that they wanted to shock the world on 25.01. That was yesterday and here's what came out of it. Apart from the fact that the exchange rate has fallen by more than 5% in an instant, they said that they are building in a new AI function that will allow you to get a kind of cashback with the Paypal app. So they are trying to jump on the AI bandwagon. But somehow, cashback via app is no longer a big innovation and the world perhaps expected something different. Of course, there was also very little information about what this will look like.
Some important quarterly figures from this week:
$V (+0,04 %)
Visa first quarter earnings per share of $2.41 beat analyst estimates of $2.34. Revenue of $8.6 billion beat expectations of $8.55 billion.
$TSLA (+1,12 %)
Tesla fourth quarter EPS of $0.71 misses analyst estimates of $0.73. Revenue of $25.17 billion below expectations of $25.61 billion. Tesla expects volume growth rate in 2024 to be significantly lower than last year.
$INTC (-0,56 %)
Intel fourth-quarter earnings per share of $0.54, beating analysts' estimates of $0.45. Revenue of $15.4bn, above expectations of $15.16bn.
of $15.16 bn. Intel sees first quarter revenue of only $12.2-13.2 bn (consensus $14.25 bn) and EPS of $0.13 (consensus $0.34).
$LMT (+0,38 %)
Lockheed Martin Corp. fourth quarter EPS of $7.90 beats analyst estimates of $7.28. Revenue of $18.87 billion beats expectations of $17.95 billion.
$PG (+0,37 %)
The Procter & Gamble Co. second-quarter earnings per share of $1.84 beat analysts' estimates of $1.70. Sales of $21.4 billion below expectations of $21.47 billion. Outlook for financial year 2024 confirmed.
$MMM (+0,18 %)
3M Co. fourth-quarter earnings per share of $2.42 beat analysts' estimates of $2.31. Sales of $7.69 billion in line with expectations.
General Electric Co. fourth-quarter earnings per share of $1.03 beat analysts' estimates of
analysts' estimates of $0.89. Sales of $19.4 billion
billion above expectations of $17.16 billion.
$JNJ (+0,58 %)
Johnson & Johnson fourth quarter earnings per share of $2.29, beating analyst estimates of $2.28.
analysts' estimates of $2.28. Sales of $21.4 billion
billion above expectations of $21 billion.
$NFLX (+1,03 %)
Netflix fourth-quarter EPS of $2.11 misses analysts' estimates of $2.21. Revenue of $8.83bn beats expectations of $8.72bn. Global subscription growth in Q4 +13.12m. Netflix sees first-quarter EPS of $4.49 (consensus 4.1) and revenue of $9.24bn (consensus 9.27bn).
$TXN (+1,37 %)
Texas Instruments beat analysts' estimates of $1.49 earnings per share in the fourth quarter.
analysts' estimates of $1.47. Sales of $4.08 billion
billion below expectations of $4.12 billion.
Intuitive Surgical fourth quarter earnings per share of $1.60, beating analyst estimates of $1.48.
analysts' estimates of $1.48. Sales of $1.93 billion
billion above expectations of $1.89 billion.
$ABT (+0,38 %)
Abbott Laboratories fourth-quarter earnings per share of $1.19 meet analysts' estimates.
Sales of $10.24 billion above expectations of
$10.17 billion
$T (+0,14 %)
AT & T Inc. fourth quarter earnings per share of $0.54 misses analysts' estimates of $0.56. Sales of $32 bn above expectations of $31.46 bn.
expectations of $31.46 billion.
$TMUS (-0,26 %)
T-Mobile US misses analysts' estimates of $1.91 in the fourth quarter with earnings per share of $1.67. Revenue of $20.48 billion beats expectations of $19.67 billion.
expectations of $19.67 billion.
#intel
#tesla
#netflix
#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#miner
#greyscale
#ftx
#paypal
#visa
#atandt
#johnsonandjohnson
#johnsonjohnson
#abbott
#intuitivesurgical
#3m
#texasinstruments
#generalelctrics
#proctergamble
#procterandgamble
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
Disruption threat (?)
How high do you rate the risk of disruption here? #Disruption
Stock analysis/Share presentation ⬇️
Today we are talking about the company Abbott Laboratories: $ABT (+0,38 %)
What is and does Abbott Laboratories anyway: 🤔
Abbott Laboratories is a company focused on developing healthcare products and services. They manufacture a variety of products including drugs, medical devices, and diagnostic products. It is a global company that operates in many countries.
When was Abbott founded?
Abbott was founded in 1902 as a small grocery store in Cleveland, Ohio, and today has grown into a multinational company with a broad product portfolio and a worldwide network of offices.
How many employees does the company have: 🙋🏽♂️🙋🏻♀️
Currently, Abbott Laboratories has a total of more than 115,000 employees.
P/E RATIO:
Abbott Laboratories has a current P/E ratio of just under 38.
Market capitalization: 🏦
Currently, Abbott Laboratories has a market capitalization of around 176 billion euros.
Dividend yield: 💰
The company pays its shareholders a nice dividend of currently over 1.80%. This payout is made on a quarterly basis. Abbott Laboratories shareholders receive their dividends in February, May, August, and November.
Strengths of the share: 📈
Weaknesses of the stock: 📉.
The business model: ⬇️
Abbott Laboratories makes its money primarily by selling healthcare products worldwide. The group is one of the largest healthcare companies in the world and focuses mainly on four topics.
Pharmaceutical Products. This area includes international sales of a range of generic pharmaceuticals. These are agents for gastroenterology, women's health, cardiovascular and metabolic diseases, pain and central nervous system disorders, as well as respiratory drugs and vaccines. In this segment, the company generated sales of $4.7 billion in 2021, accounting for about 11% of total sales. It is interesting to note here that of USD 4.7 billion, 75% was generated in emerging markets.
Nutrition. In this segment, Abbott Laboratories is engaged in the global distribution of nutritional products for adults and children. The company produces specialty infant foods, protein foods, specialty diabetic foods, and enteral foods (artificial nutrition). In fiscal 2021, this business accounted for about 19% of Abbott's total revenue, with $8.3 billion in sales.
Diagnostics. This segment markets diagnostic systems and tests for global blood banks, hospitals, commercial laboratories and testing sites. This segment generated a lot of revenue in 2020, primarily from sales of Coronatests. At $15.6 billion, this was the top-selling segment in 2021. Overall, this accounted for just over 36% of total sales of $43 billion in 2021.
Medical Devices. In this segment, Abbott's products include pacemakers, cardiovascular devices, and diabetes monitoring devices. At $14.4 billion in sales, this segment is second only to diagnostics in terms of revenue. This segment accounts for just over 33% of total sales. The diabetic segment in particular is proving to be extremely lucrative for Abbott. Sales of diabetic monitors recently grew by 26%. Its FreeStyle Libre diabetic meter alone recently generated more than $1 billion in sales for the company.
A little more about the industry: ✌🏽
Abbott Laboratories operates in the healthcare industry. What makes the healthcare market special is crisis-proofing. People's health is important even in times of crisis, and it is hard to put off. It is the most precious commodity we have. You notice that especially when you're sick. Then no price is too high to pay to be cured. The long-term goal of the healthcare industry is to help mankind with all diseases. The global healthcare market is growing about 6% per year, according to the World Health Organization (WHO). Within the healthcare industry, Abbott is broadly diversified in many areas of health.
Due to an aging society as well as our lifestyles such as fast food and alcohol, there are many diseases that are becoming more prevalent. Poor nutrition in particular can lead to diabetes. 9% of the world's population suffers from this terrible disease and the number of diabetics is increasing every year. The potential market is huge. In 5 years, there will be 1 billion obese people in the world. To prevent secondary diseases, monitoring blood glucose level is very important. With its diabetes meters, Abbott is operating in a market that is expected to grow by 17% per year until 2025. At the same time, they are the market leader in blood glucose monitoring with a 54% market share.
The trend toward better nutrition is growing. Dietary supplements are frequently used to achieve this. By 2028, the market for dietary supplements is expected to grow by almost 9% per year. Health consciousness in conjunction with everyday life, which often becomes more stressful due to work, is the growth driver here. People often don't find the time to cook healthy meals, for example, and help themselves with dietary supplements. These also play an increasingly important role in sports. Furthermore, many people with chronic diseases need special nutritional products. These, too, are increasingly in demand as a result of demographic change. In the USA, Abbott is one of the market leaders in the field of nutritional supplements for adults.
The pandemic has given a strong boost to the diagnostics market. Demand for Coronatests has been immense worldwide. This has benefited the entire industry, which includes Abbott Laboratories. By 2028, this market is expected to grow by more than 12%. It will be exciting to see how the industry develops in the waning pandemic. As diagnostics are key to successful treatment and recovery, Abbott is well positioned with its diagnostic systems and tests in this market as well.
As a healthcare medical company, it benefits from consistent demand from its private and government customers. The industry is considered crisis-proof. After all, even in a recession, people need to monitor their blood glucose levels, and hospitals need medical equipment even in times of crisis. Without medical devices, patient care cannot be provided. With cardiovascular devices, pacemakers and diabetes monitors, Abbott Laboratories covers an important segment of medical devices. The global cardiovascular market is expected to grow at 7% per year.
Although on a smaller scale in terms of sales, Abbott Laboratories is also active in the pharmaceutical sector. This is one of the most lucrative industries of all. Although the pharmaceutical industry is already one of the largest in the world, it continues to grow steadily. It is expected to grow at a rate of over 3% per year. The overall prescription drug market is growing at 6% per year. This above-average growth is mainly due to demographic change.
Your opinion: 🤔🧐
Now I would like to hear your opinion about this stock in the comments.
What do you think of Abbott Laboratories and did you already know this company?
Do you guys maybe already have this stock in your portfolio?
Feel free to let me know in the comments.
Of course, this is not an investment advice but just my own opinion that I want to share with you.
Principales creadores de la semana