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17Road to 40k by 21
Focus 99.99% on dividend growth
Hi everyone today’s market looks kinda sad so far, I just wanted to share my new entry position of $INTU (+2,04 %) stock, bc the current price looks reasonable for me and also add more shares of $MSFT (+0,15 %) , $MRK (+2,67 %)
Sold out 50 shares of $PLTR (+5,8 %) and took a profit of around 50% ( it’s never wrong to take profit I guess)
Any thoughts on it
Intuit Earnings $INTU (+2,04 %)
INTUIT
$INTU (+2,04 %) has just reported its quarterly figures:
Earnings per share of 1,99 USD above the expected 1,84 USD.
At 3,2 billion USD also exceeded the forecast of 3,1 billion USD.
Beat the S&P500 Challenge
I have been thinking about which stocks I could use to beat the S&P500 index.
After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉
The portfolio will contain the following shares:
I know that it will be difficult to beat the S&P500, but I still want to try...
Next week will be quite nice:
Monday:
Tuesday:
Wednesday:
Thursday
Friday:
After 118 votes $SNPS (-2,03 %) is the clear favorite.
I personally find it surprising $INTU (+2,04 %) as No. 2 - one more reason to keep an eye on this one 🧐
Thanks for the votes 👌
Which of these stocks would you say is your favorite for long-term growth?
Ordinary profit-taking directly in $MC (-2,6 %)
$ADM (+0,25 %) and $FTNT (+17,41 %) invested.
🔵$PYPL (+3 %) ANALYSIS - PART 1
1) COMPANY OVERVIEW
PayPal $PYPL (+3 %) is a globally recognized financial technology company that revolutionized online payments, enabling secure and convenient transactions between individuals and businesses. Serving as a digital alternative to traditional methods, PayPal facilitates online money transfers, eliminating the hassle of checks and money orders. With over 400 million active accounts worldwide, PayPal has become an integral part of the digital commerce ecosystem.
2) SERVICES
PayPal's Payment Solutions include P2P (Included PayPal App and Venmo), Branded and Unbranded Checkout (Braintree) and other small business divisions (figure 1).
Figure 2 represents revenue segments for $PYPL (+3 %) in 2021 and 2022, in particular Branded Checkout is becoming less important while Unbranded checkout is growing strong and double digit.
3) MARKET ANALYSIS
- Digital Payments: based on a Polaris Market Research "The global digital payment market" was valued at USD 88.50 billion in 2021 and is expected to grow at a CAGR of 15.7% during the 2021-2030 period (Figure 3).
- Unbranded Checkout: data of Bridge Market Research analysis show that the self-checkout systems market, valued at USD 3.91 billion in 2022, will reach USD 7.43 billion by 2030, growing at a CAGR of 8.37% during the forecast period of 2023 to 2030 (Figure 4).
4) COMPETITORS
- Stripe: a popular payment processing platform, it is a good choice for businesses of all sizes.
- Adyen: $ADYEN (-4,7 %) operates the most used unbranded checkout (direct competitors of Braintree)
- Square: $SQ (+6,29 %) is another popular payment processing platform that is particularly well-suited for small businesses. Square offers a variety of point-of-sale (POS) systems.
- Google Pay $GOOG (-0,66 %) and Apple pay $AAPL: (+0,65 %) mobile payment platforms that can be used to make in-store and online purchases.
5) RISKS
-Cybersecurity risk: Paypal stores sensibile data for more than 400 million users.
-Competitors risk: as I said before PayPal has lot of competitors and if they are not able to upgrade the technology of payments while maintain high quality services they'll surely lose market shares.
Company like Adyen are currently growing faster than PayPal and that's a big threat for the future.
6) OPPORTUNITIES
- New CEO: Alex Chriss @acce became the new CEO in September 2023 after leaving his important position in Intuit $INTU (+2,04 %).
- Expanding in new markets can be a potential growth opportunity for capturing new users and increase revenue.
- Focus on the quality of their products and increase the revenue per users.
- Selling to business other secondary services as the new CEO said during Q3
Economy on 24.02.2023...
Next week professionally in Egypt, more dazu⤵️
Yesterday, I really hardly noticed anything from the market. Next week it goes for me professionally to Egypt. Many of you know that I work as a purchasing manager in the shipbuilding industry. For almost 2 years now, I have ships built there and now I would like to have a look at it myself. We also have a few meetings on site, because it is about some more ships in the next few years. So it's an exciting trip for me. So yesterday I first got myself a few things. A tropical overall, helmet with ventilation and so on. In the evening I had some calls with people from Instagram. That's why I really did not notice yesterday, and the numbers that I now post, I see even for the first time (except for MüRück, there I have already luschert). Next week I will not post here either. Maybe if I'm bored, I'll look for a nice picture out, which I could make there, and take you times a piece with. But maybe I end up in the evening in some bar... who knows :D. I am curious about Egypt Air. But now back to the stock market:
$MAIN (+0,69 %)
Main Street Capital:
Missed analyst estimates of $0.89 in the fourth quarter with earnings per share of $0.13. Revenue of $113.88 million beat expectations of $104 million.
$BYND (-6,66 %)
Beyond Meat:
Beats fourth-quarter analyst estimates of -$1.20 with earnings per share of -$1.05. Revenue of $79.94 million beats expectations of $75.8 million (shares up 17%)
$SQ (+6,29 %)
Block:
Missed analyst estimates of $0.30 in the fourth quarter with earnings per share of $0.22. Revenue of $4.65 billion exceeded expectations of $4.62 billion (stock still up 6%!!!)
$WBD (-1,27 %)
Warner Bros Discovery:
Missed analyst estimates of -$0.29 in the fourth quarter with earnings per share of -$0.86. Revenue of $11.01 billion below expectations of $11.23 billion (sold it all this week)
$ADSK (+0,68 %)
Autodesk:
Beat analyst estimates of $1.81 in the fourth quarter with earnings per share of $1.86. Revenue of $1.32 billion above expectations of $1.31 billion (Also a WEB3 favorite for me)
$INTU (+2,04 %)
Intuit:
Second-quarter earnings per share of $2.20 beat analyst estimates of $1.47. Revenue of $3 billion beat expectations of $2.91 billion.
$BKNG (+1,31 %)
Booking Holdings:
Beats fourth-quarter analyst estimates of $22.00 with earnings per share of $24.74. Revenue of $4 billion beats expectations of $3.9 billion.
$AMT (+3,55 %)
American Tower Corp:
Missed analyst estimates of $1.04 in the fourth quarter with earnings per share of -$1.47. Revenue of $2.71 billion exceeded expectations of $2.68 billion.
$MRNA (-5,5 %)
Moderna Inc:
Missed analyst estimates of $4.70 in the fourth quarter with earnings per share of $3.61. Revenue of $5.1 billion exceeded expectations of $5.05 billion.
$IRM (+3,19 %)
Iron Mountain Inc:
Hits fourth-quarter analyst estimates with earnings per share of $0.43. Revenue of $1.28 billion below expectations of $1.31 billion (The LUNE really tops my list!!!).
$HOT (-1,48 %)
HOCHTIEF:
Will pay dividend of €4 per share for 2022 (PY: €1.91, analyst forecast: €4.06); 2022 sales at €26.2 billion (PY: €21.38 billion (forecast: €24.9). For 2023, Hochtief targets net profit (adjusted) of €510 million to €550 million (forecast: €490 million).
$MUV2 (-0,5 %)
Munich Re:
Will achieve gross premiums of €67.13 billion in 2022 (PY: €59.56 billion, forecast: €67.3 billion), an operating result of €3.582 billion (PY: €3.517 billion, forecast: €3.035 billion), an investment result of €4.903 billion (PY: €7.156 billion), and a net profit after minorities of €3.432 billion (PY: €2.933 billion). In the outlook for 2023, the company expects a net profit of around €4.0 billion (analyst forecast: €4.022 billion). (I have 30% of my shares still sold at € 237.90, to take some profit and pressure out. The share was in the portfolio, by the high performance in recent times, the largest position with me. Therefore somewhat reduced!)
$AG1 (-2,32 %)
Auto1:
Reaches 2022 revenues of €6.5 billion according to preliminary figures (PY: +36.8%, analyst forecast: €6.6 billion), sales of 649,709 vehicles (forecast: around 660,000) and Ebitda (adjusted) of -€165.6 million (forecast: -€174 million).
$DTE (+0,79 %)
Deutsche Telekom:
Reports Q4 revenue of €29.8 billion (PY: €28.65 billion, analyst forecast: €30.00 billion), Ebitda AL (adjusted) of €40.2 billion (PY: €37.3 billion, forecast: €40.1 billion) and net profit (adjusted) of €1.99 billion (PY: €1.23 billion, forecast: €1.18 billion). In the outlook for 2023, the company expects Ebitda AL (adjusted) of +4% to around €40.8 billion (PY: €39.3 billion).
That's enough now, otherwise it will be too much. I'd like to get some feedback on this, because otherwise I always end up with the values that interest me. Maybe they are not the same ones that interest you. But otherwise the post will be too big and then no one reads it anymore. Still briefly to the economic dates. DAX changes, I have already announced in yesterday's post. Here again to look:
https://app.getquin.com/activity/VpjwppEQfv?lang=de&utm_source=sharing
Economic data (shortened version)
08:00
08:45
14:30
16:00
Untimed:
Quarterly figures / corporate dates Europe
07:00 BASF | Holcim annual results
08:00 International Consolidated Airlines
10:00 Metro AGM (virtual)
No time stated: VW: Detmold Regional Court, ruling in proceedings against Volkswagen on end of production of vehicles with internal combustion engines by 2030
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