JP Morgan $JPM (-2,61%)

Visa $V (-2,35%)

Chubb $CB (-0,79%)

Blackrock $BLK (-3,35%)

Intuit $INTU (-1,88%) (very expensive)

German Stock Exchange $DB1 (-1,1%)

S&P Global $SPGI (-2,27%)

HDFC Bank
$HDFCBANK (speculative - India bet)

I would be interested to know which are your favorites for a long-term investment?

The markets are still quite volatile. Although most of the markets are already rising again today, the only question is for how long. Nevertheless, I took the opportunity to buy a few more positions in order to lower the average entry value. After all, everything should be long-term :)

$JPM (-2,61%)

$BMW (-1,05%)
$FMG (-5,18%)

$EWG2 (+3,35%)

$3HCL (-0,83%)

I still have a bit of cash on the side for the next few days to buy more. If necessary, I'll top up my savings plans for next week instead of buying at the beginning of the month. The MSCI and some EM markets. Folus on the USA and EU is too high for me at the moment.

$JPM (-2,61%)
$GS (-2,63%)

According to $JPM (-2,61%) the neuen Zölle
$GM (-1,68%) could cost up to 14 billion US dollars, which would eat up almost the entire forecast global EBIT of 12.5-14.5 billion US dollars for 2025. For $F (-1,31%) is expected to have an impact of around USD 6 billion, which corresponds to approximately 75% of the estimated global EBIT of USD 7.75 billion for 2025.

$GM (-1,68%) imports around USD 56 billion worth of vehicles annually from Mexico and Canada, resulting in estimated tariffs of around USD 10 billion on finished vehicles and an additional USD 4 billion on parts, totaling USD 14 billion.

The tariffs could increase vehicle prices by $3k to $12k, potentially reducing US sales by 500k units.

$JPM (-2,61%) has lowered the price target for $GM (-1,68%) from 64 US dollars to 53 US dollars and for $F (-1,31%) from 13 US dollars to 11 US dollars

$BARC (-1,08%) warns that the tariffs could make car manufacturers "structurally unprofitable" if they remain unchanged.

1. energy consumption of data centers and the role of RWE

One user shared a detailed analysis on the increasing energy demand of data centers, especially due to Artificial Intelligence (AI) applications. He emphasized that companies like RWE could benefit from this growing energy demand, as they play a key role in supplying this infrastructure as an energy provider. The article highlights that RWE is well positioned to benefit from this trend by providing power to data centers and investing in renewable energy.

2nd target price adjustment by Berenberg

According to an article on Getquin, Bank Berenberg has lowered its target price for RWE from €46.50 to €42, but maintains its Buy recommendation. This adjustment could be due to current market conditions or company-specific factors.

3 RWE's exposure to CO₂ utilization

In a discussion on carbon capture and utilization (CCU), RWE is mentioned as one of the companies that filters and compresses gases with CO₂ from the air and makes them usable for industrial purposes. This commitment underlines RWE's efforts to integrate more sustainable practices into its business models.

4. expected dividend increase

Another article points out that RWE is one of the companies expected to increase its dividend. This expectation could be interesting for investors looking for stable and growing dividend yields.

🔥In summary, the discussion on Getquin shows that RWE is active in various areas, from adapting to increasing energy demand through technological developments to implementing sustainable practices and the prospect of financial benefits for investors.

$RWE (+0,79%)
$EOAN (+1,78%)
$JPM (-2,61%)
#energy
#energie
#strom

No, it's not old news. Quarterly dividend is being increased again 🚀

https://www.marketbeat.com/instant-alerts/jpmorgan-chase-co-nysejpm-declares-dividend-increase-140-per-share-2025-03-18/

$JPM (-2,61%)