To The Moon

Summary Palantir is reporting great quarterly results and growth rates are accelerating. Palantir might profit from the world getting more chaotic, but commercial revenue might see lower growth rates due to the looming recession in the United States. But even when being optimistic about Palantir growing with a high pace, the current stock price is not justified in any way making it not a good investment. Viktor Aheiev/iStock via Getty Images If you want to criticize me – and you certainly can as not every investing decision or analysis is right (but it doesn’t have to be to make money) – you can point out that I have been constantly

Summary Microsoft is continuing to report great results quarter after quarter and is still optimistic for the coming year. Nevertheless, we should not ignore the risk of a potential recession, and considering the high growth rates necessary for Microsoft to be fairly valued, we should be rather cautious. In my opinion, Microsoft remains a "Hold" NguyenDucQuang/iStock Editorial via Getty Images My last article about Microsoft Corporation (NASDAQ:MSFT) was published in December 2023, a few days before Christmas. And similar to previous articles about Microsoft, I rated the stock as a “Hold”. In the meantime, the stock increased about 11.5% while the

Summary Alphabet reported solid second quarter results and especially Google Services as well as Google Cloud contributed to growth. While the business is performing great, investors and analysts seem a little concerned about regulatory risks. However, the warning signs for a looming recession continue to increase and in such an environment, equities are usually not the best investment. Kenneth Cheung My last article about Google-parent Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) was published on May 22, 2024, and similar to my previous articles, I rated the stock as a “Hold” again. In the meantime, the stock decl

Summary Alibaba reported mixed second quarter results. But the cloud market, the e-commerce business and international expansion offer growth opportunities. And the stock remains deeply undervalued. Robert Way/iStock Editorial via Getty Images My last article about Alibaba Group Holding Limited (NYSE:BABA) was published about three months ago in May 2024. Since my last article was published, the stock declined about 5%, while the S&P 500 (SPY) increased about 5% in the same timeframe. Last week, Alibaba reported second quarter results and while the company did

Summary PayPal reported solid second quarter results, but the bearish arguments surrounding PayPal remain. However, in my opinion, neither the business model is broken nor the lower growth rates are a problem for PayPal. On the other hand, Apple as competitor should be watched closely, and the looming recession could be a problem in the coming quarters. Nevertheless, PayPal remains deeply undervalued and clearly is a "Buy". olm26250 PayPal Holdings, Inc. (NASDAQ:PYPL) is remaining an interesting company and an interesting stock. In my last article I wrote that I am still waiting for sentiment to improve and since my last article was publish

Summary Simon Property Group reported second quarter results and is still growing in the single digits and with a solid pace. Additionally, base minimum rent and occupancy rates are also improving. However, the looming recession should make us rather cautious, and the stock seems to be a bit overvalued at this point. ronniechua Usually, I try to focus in my articles on companies with a wide economic moat around the business, but from time to time, I also cover companies not really fitting that description. One example is Simon Property Group, Inc. (NYSE:SPG) – a business that is certainly well run and has been a good investment in the past, but a business where it is difficult to argue for a wide economic moat around the business. While I h

Summary Amazon is reporting second quarter results and still growing at a solid pace - especially advertising revenue is increasing about 20% year-over-year. The stock is trading for 40 times earnings and free cash flow, and still seems a bit expensive. Right now, the looming recession might be the biggest risk to Amazon, and the stock still seems too expensive to account for that risk. Amazon remains a "Hold". MikeMareen/iStock Editorial via Getty Images Amazon.com, Inc. (NASDAQ:AMZN) (NEOE:AMZN:CA) was a stock I have always been cautious about in the last few years – especially as the stock was too expensive in my opinion. And similar to previous articles, I rated Amazon as a “Hold” <

Summary Meta Platforms is still reporting great quarterly results, and we can also expect the business to perform great over the long run. We can also make the argument for Meta Platforms being at least fairly valued right now. Nevertheless, we should be very cautious right now as the next few years might be challenging, and I'm staying on the sidelines. peshkov Last week, on July 31, 2024, Meta Platforms, Inc. (NASDAQ:META) reported second quarter results and not only did the business beat estimates fo

Summary Bayer reported second quarter results and while the results were nothing to get excited about, it was at least not a disappointment. While the Crop Sciences segment is still struggling, Pharmaceuticals and Consumer Health are growing at a solid pace (at least FX adjusted). While the major risks for the business – high debt levels and litigations – remain, the transformation towards a leaner business structure as well as growth and innovation also takes place. Bayer remains a “Hold”. JHVEPhoto One of my investments that was a huge disappointment in the recent past was the German life science company Bayer Aktiengesellschaft (OTCPK:BAYZF). Of course, one could argue that Bayer investors are now used to disappointments as the stock i

Summary Quarterly results show a decline in revenue but an increase in free cash flow, with the Tools & Outdoor segment performing better than the Industrial segment. Balance sheet analysis reveals still higher debt levels, but we are seeing progress in reducing the debt levels, and management will continue to put a focus here. Management focused on cost reduction programs and gaining market shares, with updated guidance showing mixed results but optimism for future growth. At this point, Stanley Black & Decker can be seen as a cautious "Buy" with the stock being undervalued. JHVEPhoto It has been almost two years since I published my first and only