Travelers Action Forum

The week will be pure entertainment.

Monday:

• Release of the Empire State Manufacturing Index (July)
• Start of the Republican National Convention
• Statements by FED Chair Jerome Powell and San Francisco
  Fed President Mary C. Daly
• Quarterly results from Goldman Sachs ($GS (+2,22 %) ), BlackRock ($BLK ) and Servis1st Bancshares ($SFBS )

Tuesday:

• Start of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of retail sales (June), business inventories (May), import/export prices (June) and the real estate market index (July)
• Quarterly results from UnitedHealth ($UNH (+3,09 %)), Bank of America ($BAC (+1,3 %)), Morgan Stanley ($MS (+1,35 %)), Charles Schwab ($SCHW (+2,16 %)), PNC Financial ($PNC (+1,07 %)), State Street ($STT (-0,14 %)) and J.B. Hunt Transport ($JBHT (+2,61 %))
• Statements by FED Governor Adriana Kugler

Wednesday:

• End of of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of housing data (June) and industrial production (June)
• Publication of the FED Beige Book
• Quarterly results from Johnson & Johnson ($JNJ (+0,03 %)), US Bancorp ($USB (+2,13 %)), Kinder Morgan ($KMI (+2,78 %)) and Discover Financial Services ($DFS (+0,81 %))

Thursday:

• Publication of the weekly Jobless Claims (until July 13)
• Publication of of the Philadelphia Fed Manufacturing Index (June)
• Quarterly results from TSMC ($TSM (+0,91 %)), Netflix ($NFLX (+0,37 %)), Novartis ($NVS (+0,2 %)), Abbott ($ABT (+2,48 %)), United Airlines ($UAL (+3,22 %)) and Intuitive Surgical ($ISRG (+2,71 %))
• ⚠️Abschluss of the Republican National Convention with speeches by Donald Trump (not sure)⚠️

Friday:

• Quarterly results from American Express ($AXP (+0,52 %)), Travelers Cos. ($TRV (+2,63 %)), Halliburton ($HAL (-0,29 %)), Fifth Third Bancorp ($FITB (+1,7 %)), Huntington Bancshares ($HBAN (+0,19 %)) and Regions Financial ($RF (+0,84 %))
• Statements from New York
  FED President
  John C. Williams and Atlanta Federal Reserve President Raphael Bostic

Yes indeed too much noordusa always had a lot of interest in it, so I want to $NN (-0,45 %) buy and $ASRNL (-1 %)
add on and add to the euro div etf to spread something outside USA. Also $KPN (+3,15 %)
and $WKL (+1,24 %) seem interesting to me. I am indeed trying to keep under 10% by own money, but if by growth I get above that, I would be fine with that. (Let your runners run)

Growth indeed I am looking at: $SBUX (+2,49 %) and $CMI
$DE (-2,8 %)
$HSY (+1,79 %)
$TRV (+2,63 %)
$APD (+2,16 %)
$MCO (-0 %)
$ADP (+0,74 %)

But also for a little more dividend $MAA (+3,68 %)
$TD (+1,05 %)
$AFL (+1,23 %)
$AVB (+3,31 %)

Main I bought when it was very low and interest rates were also very low, so so the risk was much less. Only bought once. I may well stay away from this for a long time and use the dividend for the dividend snowball.

Otherwise quite difficult to stick with these boring and safe stocks, but this is what I like and sleep best with. (Slow but "sure")

Fantastic explanation everything was indeed correct how I think about it and this helps me tremendously to persevere, thank you Paul.

Thanks for your review: https://youtu.be/7-xomL4oDBM?si=v-JueJwSOVPHQeYZ

I'm curious what you guys think of this YouTube money tree show

Insurance, often annoying but you often can not avoid it. Means at the same time an inexhaustible source of money for companies that offer it. 🤑

Warren B. is a smart guy and has been investing in insurance companies for a long time, $BRK.B (+1,54 %) has taken over a lot of them.

I, too, have only had very good experiences with insurance companies, at least as far as making money is concerned.😁👍

A few months ago I accidentally stumbled across $TRV (+2,63 %) mainly because I immediately liked the logo 😁 and I took a closer look at the stock.

What do I like and why do I want to build a position here now🤔.

• Dividend increase ✔️
• Payout Quote✔️
• Shares Rückkäufe✔️

Here are a few details from Q1 23 earnings from the end of April.

• $975 million net income or $4.13 per share
• Capital returned to shareholders $680 million of which $218 million was paid out in dividends and shares repurchased for $462 million.
• The dividend will be increased in June for the 19th consecutive year by 8% to $1 per quarter, which currently represents a dividend of 2.10%. At about 25% payout quite solid.
• A further $5 billion has been authorized for share repurchases.

Source:

https://investor.travelers.com/newsroom/press-releases/news-details/2023/Travelers-Reports-Strong-First-Quarter-Results/default.aspx

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗘𝗿𝘀𝘁 𝗶𝗣𝗵𝗼𝗻𝗲 𝗷𝗲𝘁𝘇𝘁 𝗘-𝗔𝘂𝘁𝗼 / 𝗙𝗿𝗶𝘀𝗰𝗵𝗲𝘀 𝗚𝗼𝗿𝗶𝗹𝗹𝗮𝗳𝘂𝘁𝘁𝗲𝗿 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗘𝗧𝗙 𝗶𝘀𝘁 𝗱𝗮

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Atlas Corp. ($ATCO), Costamare Inc. ($LCM (-1,33 %)), Herc Holdings Inc. ($H9B1 (+0,92 %)), CBRE Global Real Estate Income Fund ($IGR) Lowe's Companies Inc. ($LWE (+2,33 %)), High Income Securities Fund ($PCF), Tekla Healthcare Opportunities Fund ($THQ) and Tekla World Healthcare Fund ($THW) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, America Movil ($MV9), Bank of New York Mellon ($BN9 (+0,21 %)), Canadian National Railway Co. ($CY2 (-1,27 %)), China Overseas Land & Investment LtdShs ($CPP (-3,86 %)), Deutsche Börse AG ($DBOEY), Dover Corp ($DOV (+0,66 %)), Entra ASA Unitary ($2EN (+1,89 %)), Telefon AB L.M.Ericsson ($ERCB (+0,31 %)), Fifth Third Bancorp ($FITBI), Halliburton Co. ($HAL (-0,29 %)), Hindustan Unilever Ltd. ($N/A), Intuitive Surgical Inc. ($IUI1 (+2,71 %)), Johnson & Johnson ($JNJ (+0,03 %)), Kansas City Southern ($KCY), Netflix Inc. ($NFC (+0,37 %)), Omnicom Group Inc. ($OCN (+0,85 %)), Philip Morris Inc. ($4I1 (+1,85 %)), Procter & Gamble Co. ($PRG (+3,31 %)), Synchrony Financial ($SFE (-0,52 %)), Tele2 AB ($NCYD (+0,23 %)), Telekom Austria AG ($TKAGY), Travelers Inc. ($PA9 (+2,63 %)) and United Airlines Holdings Inc. ($UAL1 (+3,22 %)) presented their figures.

𝗜𝗣𝗢𝘀 🔔

Kotyark - From October 21 to 25, the company plans to launch its IPO. The biofuel production company was established in 2016 with SItz in Vadodara (India). They serve renewable green energy and sustainable development of renewable natural resources (biofuels) and through the use of environmentally friendly technologies, the net reduction of greenhouse gas emissions for use in a vehicle for public and private transport and various equipment and gene sets.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Foxconn ($0FJ (+0,99 %)) - The Taiwanese company not only wants to make smartphones like the iPhone for Apple ($APC (+0,65 %)), but now also to produce electric cars. In the process, cars are to be manufactured for a wide variety of companies, which can be adapted to the wishes of the clients. Three different models were presented: a sedan, an SUV and a bus. The sedan is expected to have a range of up to 750 kilometers, the bus a little under 400 kilometers.

Due to this announcement, rumors about a possible electric car from Apple are getting louder.

Delivery Hero ($DHER (-1,16 %)) + 🦍 - Delivery Hero has acquired eight percent of Berlin-based start-up Gorillas with a stake of $235 million. In addition to Tencent ($NNND (-4,51 %)), Gorillas has now also been able to win Delivery Hero as an investor. After this investment round, the company's value rose to 2.1 billion US dollars ("pre-money valuation").

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ProShares Bitcoin Strategy ETF - The futures-based bitcoin ($BTC-EUR (+0,14 %)) ETF celebrates its debut on the New York Stock Exchange today. In doing so, investors can participate in bitcoin without having to physically hold it.

Square ($SQ3 (+6,29 %)) - CEO Jack Dorsey announced plans to mine for bitcoin ($BTC-EUR (+0,14 %)) to mine. The main focus is to be on transparency. According to the CEO, the power of Bitcoin lies in its decentralization, which is to be expanded and promoted.