I am bullish on this owing to the expansion into other countries etc Australia and Europe transport contracts... Will be monitoring the news and adding positions accordingly. If anything their dividend is also great
ComfortDelGro's Subsidiary Vicom Boasts 45% YoY Growth in 3QFY2025 PATMI to $9.9 Million
$Boeing(BA)$ The drop in the criminal charge by DOJ is a relieve... although systematic risk still exists within the organisation. I believe on the broader horizon, it will still go bu but for the time being I belive prices would stay relatively stable... Sell puts + sell calls might be good for some small gains
$Sea Ltd(SE)$ I think Q3 earnings are going to be spectacular and the stock will rally. Similar to Amazon. Just before Q3 earnings are AMZ was trading shy of 220... when it slowly crept up... I believe institution buyers are slowly adding positions... similar to SEA. Its slowly creeping up too before earnings from a fair valuation.
$UnitedHealth(UNH)$ seems like a good entry point for the longer horizon. With the recent bearish news. Would be a good opportunity to get in. I believe in the longer term it will be resilient and defensive.
$SPDR Gold Shares(GLD)$ Fallimg gold prices... time to scoop up some... in view of trumps's friday annoucement... its been to quiet. Something feels wrong
$SoFi Technologies Inc.(SOFI)$ Not too sure of the price now. Its a little high. Long term there's potential for this company. Would want to monitor cash flow of sofi, in light of the private market bad debt issue. Dont want 2008 to occur again?
$IONQ Inc.(IONQ)$ Seems a bit overvalued at the moment. Plus the 2Billion injection would have a major dilution effect. Another risk factor is the private equity firm injecting into the company is a quant fund. They invested in the previous round and almost immediately dumped the share... I believe there might be some level of pump and dump. Not certain but, at this price its a little high. Not sure what the rest thinks?