Numerous exciting quarterly figures are due this week. Particularly in focus: Palo Alto Networks ($PANW (-0,13%)), Snowflake ($SNOW (-0,04%)), Target ($TGT (+1,36%)), Intuit ($INTU (+1,56%)), Workday ($WDAY (-0,92%)), Deckers Outdoor ($DECK (+0,15%)) and BJ's Wholesale ($BJ (+3,98%)).

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📅 Monday (19.05.)

- Trip.com ($TCOM)

- ZIM Integrated Shipping ($ZIM)

- 8x8 ($EGHT)

- Gilat Satellite ($GILT)

- Agilysys ($AGYS)

- Compugen ($CGEN)

- Transcat ($TRNS)

📅 Tuesday (20.05.)

- Palo Alto Networks ($PANW)

- Bilibili ($BILI)

- Tuya ($TUYA)

- Modine ($MOD)

- Toll Brothers ($TOL)

- Viking Holdings ($VIK)

- Amer Sports ($AS)

- Arbe Robotics ($ARBE)

- XPeng ($XPEV)

- Full Truck Alliance ($YMM)

- XP Inc ($XP)

📅 Wednesday (21.05.)

- Target ($TGT)

- TJX Companies ($TJX)

- Baidu ($BIDU)

- Medtronic ($MDT)

- Wix.com ($WIX)

- Urban Outfitters ($URBN)

- Domo ($DOMO)

- American Superconductor ($AMSC)

- Qifu Technology ($QFIN)

📅 Thursday (22.05.)

- Analog Devices ($ADI)

- BJ's Wholesale ($BJ)

- Deckers Outdoor ($DECK)

- Autodesk ($ADSK)

- Intuit ($INTU)

- Workday ($WDAY)

- Ross Stores ($ROST)

- Advance Auto Parts ($AAP)

- Lightspeed Commerce ($LSPD)

- TD Bank ($TD)

- Keysight Technologies ($KEYS)

📅 Friday (23.05.)

- Booz Allen Hamilton ($BAH)

🔗 Full overview: earningswhispers.com/calendar

JP Morgan $JPM (-0,08%)

Visa $V (+0,74%)

Chubb $CB (-1,15%)

Blackrock $BLK (-0,34%)

Intuit $INTU (+1,56%) (very expensive)

German Stock Exchange $DB1 (+1,52%)

S&P Global $SPGI (+0,81%)

HDFC Bank
$HDFCBANK (speculative - India bet)

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

And a software company for taxes and finance $INTU (+1,56%)

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (-0,04%)

Alphabet $GOOGL (+1,27%)

Amazon $AMZN (+0,1%)

ASML $ASML (-1,43%)

Axon $AXON (+0,84%)

Cadence $CDNS (+0,6%)

Constellation Software $CSU (+0%)

Crowdstrike $CRWD (+1,73%)

Fair Isaac $FICO (+1,18%)

Hermes $RMS (+0,84%)

Intuit $INTU (+1,56%)

Intuitive Surgical $ISRG (+0,41%)

Mastercard $MA (+0,04%)

Meta $META (-0,65%)

Netflix $NFLX (+1,17%)

Microsoft $MSFT (+0,27%)

Palantir $PLTR (+0,57%)

Tesla $TSLA (+2,05%)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+1,52%)

Costco $COST (+1,47%)

Ferrari $RACE (+1,12%)

Moody's $MCO (+0,46%)

MSCI $MSCI (-0,31%)

Transdigm $TDG (+1,45%)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+8,65%)

Robinhood $HOOD (+1,03%)

Roblox $RBLX

Shopify $SHOP (+0,04%)

Spotify $SPOT (+2,13%)

The Trade Desk $TTD (-1,93%)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

Airbnb $ABNB (-0,04%)

Amazon $AMZN (+0,1%)

Axon $AXON (+0,84%)

Cadence $CDNS (+0,6%)

Constellation Software $CSU (+0%)

Costco $COST (+1,47%)

Crowdstrike $CRWD (+1,73%)

Fair Isaac $FICO (+1,18%)

Ferrari $RACE (+1,12%)

Hermes $RMS (+0,84%)

Hims & Hers $HIMS (+8,65%)

Intuit $INTU (+1,56%)

Intuitive Surgical $ISRG (+0,41%)

Mastercard $MA (+0,04%)

Microsoft $MSFT (+0,27%)

Moody's $MCO (-0%)

MSCI $MSCI (-0,31%)

Palantir $PLTR (+0,57%)

Robinhood $HOOD (+1,03%)

Roblox $RBLX

Shopify $SHOP (+0,04%)

Tesla $TSLA (+2,05%)

The Trade Desk $TTD (-1,93%)

Transdigm $TDG (+1,45%)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?

Nvidia $NVDA (+0,4%)

Novo Nordisk $NOVO B (-2,62%)

Microsoft $MSFT (+0,27%)

ASML $ASML (-1,43%)

Intuit $INTU (+1,56%)

Airbnb $ABNB (-0,04%)

Amazon $AMZN (+0,1%)

MSCI $MSCI (-0,31%)

S&P Global $SPGI (+0,81%)

LVMH $MC (+0,4%)

Nike $NKE (+1,6%)

Hims & Hers $HIMS (+8,65%)

AMD $AMD (+1,56%)

The Trade Desk $TTD (-1,93%)

Do you see it similarly? Are you currently holding one of these shares?

These shares reached new 52-week lows at the beginning of this week:

AMD $AMD (+1,56%)

Intuit $INTU (+1,56%)

Synopsys $SNPS (+0%)

Are you a buyer? Or are these companies not on your list of priorities?

• $INTU (+1,56%) Intuit Inc (NASDAQ: INTU) reported its second fiscal quarter results on Tuesday, beating Wall Street estimates.

• For the three months ended January 31 the financial software company reported adjusted adjusted earnings per share (EPS) of USD 3.32 on sales of USD 3.96 billion. Analysts had only expected USD 2.58 EPS on sales of USD 3.83 billion expected.

Forecasts

• Q3 2024Intuit expects an adjusted adjusted EPS of USD 10.89 to USD 10.95 and revenue between USD 7.55 billion to USD 7.6 billion. Analysts had previously expected 11.53 USD EPS on sales of USD 7.51 billion were expected.

• Financial year 2025: The forecast envisages adjusted EPS of between USD 19.16 and USD 19.36 with sales of USD 18.16 billion to USD 18.35 billion is forecast.

Dividend increase

• The company increased its quarterly dividend by 16 % to USD 1.04 per share, payable onpayable on April 18, 2025.

https://youtu.be/honctd9aXEw?si=G_bTtqOETYxaviv-

Let's continue with the quarterly figures😬

among others

$NVDA (+0,4%)
$HIMS (+8,65%)
$HD (+0,75%)
$LOW (+0,87%)
$CRM (-0,38%)
$SNOW (-0,04%)
$VST (+2,65%)
$TMDX (-0,57%)
$O (+1,62%)
$STLAM (+0,81%)
$AXON (+0,84%)
$KDP (+1,74%)
$DOM (+0,93%)
$INTU (+1,56%)
$ZETA (-0,2%)