The 17 largest pharmaceutical companies were written to and given a deadline of September 29 to lower their prices, otherwise Trump himself will come by. 😈

The S&P500 pharma sector was the weakest sector today with -2.2 %.

$AZN (-4,71%)

$BMY (-5,59%)

$LLY (-2,81%)

$PFE (-2,16%)

$ABT (-1,3%)

$JNJ (-0,94%)

$NOVO B (-6,43%)

$UNH (-5,75%)

$MRK (-3,87%)

$SAN (-5,87%)

$WHCS (-2,73%)

https://www.statnews.com/2025/07/31/trump-most-favored-nations-drug-pricing-lower-pharmaceutical-prices/

As the earnings season starts again, here is a summary of the most important figures next week.

$JPM (-0,92%)
$C (-1,65%)
$WFC (-0,74%)
$BLK (-0,03%)
$JNJ (-0,94%)
$GS (-0,25%)
$BAC (-1,22%)
$AA (-0,79%)
$ASML (-3,12%)
$PLD (-1,42%)
$UAL (-1,98%)
$KMI (-0,03%)
$PEP (-3,08%)
$ABT (-1,3%)
$Netflix
$TSM (-0,82%)
$USB (-1,87%)
$IBKR (-1,22%)
$AXP (-1,35%)
$MMM (+1,54%)

At Abbott $ABT (-1,3%) is currently experiencing problems and the media are not (yet) reporting. One of their most publicized products the Freestyle Libre 3 (rough estimates say 5% of Abbott's sales in the diabetes care division) has been having severe problems for months, which are very dangerous for type 1 diabetics. I myself have been directly affected 4 times in the past 6 months (I need 12 sensors for the period and 4). About the problem: the sensor indicates a permanent hypoglycemia and the blood sugar rises higher and higher and can easily derail if you rely on it and continue to try to eliminate the hypoglycemia. (Children and older people are particularly at risk here because they are unable to recognize the symptoms and react accordingly. It is also very difficult for people who are there to supervise the illness if they are not aware of the problem. ) This is well known in medical practices and is also communicated to patients. Tearing off the sensors and fitting a new one is the only way to bring about an improvement. Abbott themselves will send new sensors if there is a complaint without resistance, but they will not know the problem as the complaint process is weak in querying the reasons. (the category is not stored in the automated query) This means that they are (presumably) not actively working on it. (Problem has existed for 6 months, which is another indicator of this) No idea how private investors can capitalize on this now, but in the USA there is a good chance that the problem will result in lawsuits due to the treatment costs resulting from a derailed blood sugar. I hope you enjoyed this short report and wish you a good weekend!

Dear Community,

Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (-3,7%) with a considerable loss and $ETH (-0,72%) with a small profit and set up a weekly savings plan on $BTC (-0,72%) 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 (-1%) , 20% $GGRP (-0,54%) , 12% $WSML (-1,71%) and 12% $XMME (-0,71%) .

With just under 20k is still the $CSPX (-0,87%) in the portfolio.

I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:

$MMM (+1,54%) approx. 1500€

$MSFT (-2,76%) approx. 1400€

$ABT (-1,3%) approx. 3300€

$JNJ (-0,94%) approx. 2800€

$PEP (-3,08%) approx. 2700€

$PG (-1,41%) approx. 3300€

$TDIV (-1,65%) approx. 3900€

$WQDS (-2,15%) approx. 3850€

$FGEQ (-0,71%) approx. 3800€

$VWRL (-1,18%) approx. 3750€

$FUSD (-0,59%) 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 (-1,3%) 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

Earnings next week 🗓️

$WBA (+0,1%)

$UNH (-5,75%)

$BAC (-1,22%)

$C (-1,65%)

$JNJ (-0,94%)

$GS (-0,25%)

$SCHW (-0,26%)

$UAL (-1,98%)

$ASML (-3,12%)

$MS (-1,76%)

$ABT (-1,3%)

$TSM (-0,82%)

$NFLX (-1,78%)

$ISRG (-2,97%)

$AXP (-1,35%)

$PG (-1,41%)

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 (-0,8%) 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 (-3,32%) 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 (-1,3%) fell 6.2% after a jury ordered the healthcare company to pay $495 million in damages in a premature baby formula lawsuit.

Tilray $TLRY (-5,66%) 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

• 07:30 FR: GDP (1st release) 2Q PROGNOSIS: +0.2% yoy Q1: +0.2% yoy
• 07:30 FR: Private consumption June FORECAST: 0.0% yoy/ 0.0% yoy Previous: +1.5% yoy/+0.9% yoy
• 09:00 ES: GDP (1st release) 2Q FORECAST: +0.4% yoy/+2.4% yoy 1st quarter: +0.8% yoy/+2.5% yoy
• 09:00 ES: HICP and consumer prices (preliminary) July HICP PROGNOSE: +3.3% yoy previous: +3.6% yoy
• 10:00 DE: GDP (1st release) 2Q calendar and seasonally adjusted yoy FORECAST: +0.1% yoy Q1: +0.2% yoy calendar-adjusted yoy FORECAST: 0.0% yoy Q1: -0.2% yoy
• 10:00 IT: GDP (1st release) 2Q FORECAST: +0.1% yoy/+0.9% yoy Q1: +0.3% yoy/+0.7% yoy
• 11:00 EU: GDP (1st release) 2Q Eurozone FORECAST: +0.2% yoy/+0.5% yoy Q1: +0.3% yoy/+0.4% yoy
• 11:00 EU: Economic Sentiment Index July Economic Sentiment Eurozone Forecast: 95.6 Previous: 95.9 Industrial confidence Eurozone Forecast: -10.5 Previous: -10.1 Consumer confidence Eurozone Forecast: -13.0 Previous estimate: -13.0 Previous: -14.0
• 14:00 DE: Consumer Prices (preliminary) July PROGNOSE: +0.3% yoy/+2.2% yoy PREV: +0.1% yoy/+2.2% yoy HICP PROGNOSE: +0.3% yoy/+2.4% yoy PREV: +0.2% yoy/+2.5% yoy
• 16:00 US: Consumer Confidence Index July FORECAST: 99.5 previous: 100.4
• 16:00 US: Number of job openings, quits and layoffs (Jolts) June

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 ($GS (-0,25%) ), BlackRock ($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 ($UNH (-5,75%)), Bank of America ($BAC (-1,22%)), Morgan Stanley ($MS (-1,76%)), Charles Schwab ($SCHW (-0,26%)), PNC Financial ($PNC (+0%)), State Street ($STT (-1,34%)) and J.B. Hunt Transport ($JBHT (+0,04%))
• 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 ($JNJ (-0,94%)), US Bancorp ($USB (-1,87%)), Kinder Morgan ($KMI (-0,03%)) and Discover Financial Services ($DFS)

Thursday:

• Publication of the weekly Jobless Claims (until July 13)
• Publication of of the Philadelphia Fed Manufacturing Index (June)
• Quarterly results from TSMC ($TSM (-0,82%)), Netflix ($NFLX (-1,78%)), Novartis ($NVS (-2,59%)), Abbott ($ABT (-1,3%)), United Airlines ($UAL (-1,98%)) and Intuitive Surgical ($ISRG (-2,97%))
• ⚠️Abschluss of the Republican National Convention with speeches by Donald Trump (not sure)⚠️

Friday:

• Quarterly results from American Express ($AXP (-1,35%)), Travelers Cos. ($TRV (+0,84%)), Halliburton ($HAL (-0,61%)), Fifth Third Bancorp ($FITB (-1,46%)), Huntington Bancshares ($HBAN (-0,55%)) and Regions Financial ($RF (-1,78%))
• Statements from New York
  FED President
  John C. Williams and Atlanta Federal Reserve President Raphael Bostic