Postos
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00:00:00 Iran & Israel, oil
00:22:30 US dollar / euro
00:58:30 Gold
01:32:30 Occidental Petroleum
01:41:50 L3Harris
01:50:50 Expropriations in Berlin
Spotify
https://open.spotify.com/episode/2MF9C61sRpjgheox2n5uam?si=KyiIC6ykQgS1ezCk7PqT1Q
YouTube
Apple Podcast
$OXY (-1,97%)
$LHX (+0,83%)
$GLD (+1,09%)
#gold
#öl
$SHEL (-1,19%)
#usd
#usdollar
#iran
#israel
Do you invest in the defense sector?
If so, which companies do you have?
At the moment I am LONG in $LMT (+0,26%) and $LHX (+0,83%) .
Week in review 26.10.
New 52-week highs or all-time highs: Gold, Silver, Booz Allen Hamilton, Boyd Gaming, Carvana, Endeavour Silver, GE Vernova, Iron Mountain, L3Harris, Philip Morris, Reddit, SAP, Sea Ltd, Teledyne Netflix, Nvidia, Microstrategy, Palantir PayPal, SoFi, Wells Fargo, Welltower, Wyndham Hotels & Resorts
Palantir (+170%) points to 2024 Vistra (+231%) and Nvidia (+202%) the third-best performer in the S&P 500
Tesla +20% after good quarterly figures, best trading day in 11 years, cheaper new model coming in H1/2025, +9% since the beginning of the year
New Apple MacBooks with M4, Mac mini and iMac will be presented next Monday, Apple shares +26% since the beginning of the year
McDonald's E.coli - bacteria in burger meat, one dead and several injured, shares fall 8%, +1% since the beginning of the year
SAP with good quarterly figures, +61% since the beginning of the year
Deutsche Bank with good quarterly figures, +26% since the beginning of the year
Mercedes with poor quarterly figures due to weak business in China, -9% since the beginning of the year
Microsoft-shareholders want to vote on Bitcoin purchase for the balance sheet at the Annual General Meeting in December, Bitcoin +59% since the beginning of the year
Qualcomm and ARM are in a license dispute over the Nuvia takeover, ARM +112% since the beginning of the year, Qualcomm +23% since the beginning of the year
Lockheed Martin with good quarterly figures, +24% since the beginning of the year
L3Harris with good quarterly figures, +24% since the beginning of the year
RTX (Raytheon) with good quarterly figures, sales and profit forecasts raised, +48% since the beginning of the year
UPS with good quarterly figures, -9% since the beginning of the year
Texas Instruments with good quarterly figures, +25% since the beginning of the year
Coca Cola with good quarterly figures, +15% since the beginning of the year
IBM with strong profit growth but disappointed sales, +36% since the beginning of the year
Munich RE Profit warning due to major losses, +24% since the beginning of the year
Starbucks has suspended its forecast for the coming financial year as new CEO Brian Niccol seeks to restructure the company but increases dividend, +5% year-to-date
Kering with profit warning as Gucci weakens in China, -40% since the beginning of the year
Enphase Energy with poor figures, share falls -12%, -37% since the beginning of the year
Traffic light government decides exit tax on ETF assets from €500,000, savings and independent investing are penalized even more, prosperity and freedom are made more difficult and hindered
Loopholes in the rent control for furnished apartments remain
" If you want to read a review like this every week, leave a like & subscribe here.
$TSLA (-8,03%)
$NVDA (-0,45%)
$PLTR (+1,42%)
$VST (-0,95%)
$BTC (-0,26%)
$AAPL (+1,19%)
$MCD (-0,11%)
$SAP (+0,31%)
$DBK (-3,45%)
$MBG (-1,27%)
$QCOM (-0,01%)
$ARM (-2,62%)
$MSFT (-0,23%)
$MSTR (+3,94%)
$RTX (+0,94%)
$LMT (+0,26%)
$LHX (+0,83%)
$UPS (-0,47%)
$DBK (-3,45%)
$SAP (+0,31%)
$TXN (+0,28%)
$KO (-0,03%)
$IBM (+1,38%)
$MUV2 (-0,04%)
$SBUX (-0,92%)
$KER (+1,61%)
$E2NP34
#steuern
#steuernsindraub
#rückblick
#palantir
#bitcoin
#krypto
#crypto
#aktien
#meme
#memes
#pltrgang
Defence stocks seem to be slowing down quite a bit.
I believe that European companies like $BA. (+1,57%) BAE Systems and, for example, $LDO (+2,53%) Leonardo or $HO (+1,55%) Thales are broadly positioned. They could be interesting for the areas of defence, space tech, drones, propulsion technology and cyber security.
Where do you see European and non-European defence stocks heading in the near future?
$ITA (-0,04%)
$BA. (+1,57%)
$BA (-3,15%)
$LHX (+0,83%)
$NOC (+0,68%)
$RR. (+0,44%)
$LMT (+0,26%)
$RHM (+1,3%)
$HAG (+2,64%)
$QQ. (+2,17%)
Which companies do you think have the most growth potential?
Armaments shares from 🇺🇸 in comparison, the last 20 years, you can see only after 10 years have the 🚀 ignited.
I only have a large position in Lockheed and a small one in RTX.
But I invest in all 5 via a savings plan 😊👍
Do you have one or two armor stocks in your portfolio?
$LMT (+0,26%)
$RTX (+0,94%)
$GD (+0,18%)
$NOC (+0,68%)
$LHX (+0,83%)
These are the current Upgrades🟩 for this Monday, the September 18, 2023.
Hey Hey, here I count you times on what is in my dividend portfolio in it, gladly feedback on it 🤍
$O (+0,38%)$DIS (+0,97%)$LTC (-0,51%)
$LHX (+0,83%)
$ORCL (+3,52%)
$CVX (-1,02%)
$N/A (-0,29%)$RTX (+0,94%)
$HOT (-0,18%)
$MSFT (-0,23%)
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗖𝗵𝗶𝗽-𝗔𝘂𝗳𝘀𝗰𝗵𝘄𝘂𝗻𝗴 / 𝗦𝘁𝗮𝗵𝗹𝗵𝗮𝗿𝘁𝗲𝘀 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 / 𝗛𝗼𝗱𝗹 / 𝗣𝗲𝗿𝘂'𝘀 𝗖𝗕𝗗𝗖
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, 3M ($MMM (-0,62%)), Cognizant ($COZ (-0,38%)), Cummins ($CUM (-0,18%)), Ford ($FMC1 (-0,16%)), GlaxoSmithKline ($GS7 (-0,59%)), Hershey Company ($HSY (-1,54%)), L3Harris Technologies ($HRS (+0,83%)), Microchip Technology ($MCP (-0,57%)), Otis Elevator Company ($4PG (+0,76%)), Raytheon Technologies ($5UR (+0,94%)), Sherwin-Williams ($SJ3 (-1,36%)) and Tyco Electronics ($TY1C) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, among others, Alibaba Group ($2RR (-1,53%)), Applied Materials ($AP2 (-0,24%)), Farfetch ($F1F), Full Truck Alliance Co ($YMM (-0,99%)), Globant ($GLOB (-0,37%)), Intuit ($ITU (+0,66%)), JD.com ($013A (-1,95%)), National Grid ($NNGF (+0,4%)), Nuance Communications ($SC2), Palo Alto Networks ($5AP (+1,74%)), Ross Stores ($RSO (-0,92%)), Williams-Sonoma ($WM1 (-1,23%)) and Workday ($W7D (+0,42%)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Nvidia ($NVD (-0,45%)) - NVIDIA shares rose sharply in the after-hours trading yesterday, driven by high demand for chips for data centers and computer games. In the past quarter, NVIDIA recorded a profit increase of 84 percent to 2.46 billion dollars. Among other things, NVIDIA's technology is used for artificial intelligence applications, graphics cards and chips for data centers. Despite concerns from competition authorities, NVIDIA is examining plans to purchase the British chip designer "Arm", whose technology is used in almost all smartphones. Based on Arm's chip architecture, Apple ($APC (+1,19%)), Samsung ($SSUN (-0,19%)) and Qualcomm ($QCI (-0,01%)) design their own processors for mobile devices.
thyssenkrupp ($TKA (+1,27%)) - The steel group thyssenkrupp beat expectations for the past 2020/21 financial year (ending September) with significant growth and benefited from the economic recovery. Adjusted earnings before interest and taxes amounted to 769 million euros. However, shareholders will have to do without a dividend again this year. The Group expects mid-single-digit percentage growth and an approximate doubling of adjusted EBIT to between 1.5 and 1.8 billion euros and a net profit of at least 1 billion euros for the recently launched new financial year.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Bitcoin ($BTC-EUR (-0,26%)) - Latest data shows that Bitcoin holders who bought for $20,000 are refusing to sell BTC at all-time highs. Despite tempting triple gains, last November's buyers are determined to continue with the "hodl" strategy. BTC buyers hold their nerve and hold on to their coins despite various all-time highs.
Peru - The president of Peru's central bank (Julio Velarde) has announced that the country is working with India, Singapore and Hong Kong to develop a central bank digital currency (CBDC). According to the Atlantic Council, 87 countries (accounting for more than 90% of global GDP) are currently researching a CBDC, and seven have already launched their own. In comparison, only 35 countries have considered developing a CBDC in the 2020 mail.
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