Alphabet Q4: Mixed Results And A Buying Opportunity — Positive

GOOG  GOOGL   Seeking Alpha — February 14, 2025

I recommend buying Alphabet shares after 4Q24 earnings, despite mixed results, due to strong YouTube performance and fair valuation. Alphabet's net revenue of $96.47 billion fell short of expectations, with the cloud business underperforming but search and YouTube ad revenue showing strength. Concerns exist over high CapEx investments in AI, but cost control and a 25% upside potential make Alphabet a compelling buy.

image for news Alphabet Q4: Mixed Results And A Buying Opportunity

Obtaining approval from the U.S. Food and Drug Administration (FDA) for a key medication can be a huge catalyst for a healthcare stock. It opens up new growth opportunities for the business.

image for news Vertex Pharmaceuticals Gets a Huge FDA Approval Which Could Send the Stock Skyrocketing

Where Will Palantir Technologies Be in 5 Years? — Positive

PLTR   The Motley Fool — February 14, 2025

Palantir Technologies (PLTR 0.44%) stock is off to a remarkable start in 2025, rising more than 54% as of this writing on account of the company's accelerating growth and fast-improving revenue pipeline that points toward a bright future.

image for news Where Will Palantir Technologies Be in 5 Years?

Designated person notification — Neutral

MT   GlobeNewsWire — February 14, 2025

With reference to Article 19(3) of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (Market Abuse Regulations), ArcelorMittal announces that notification of share transaction by a Designated Person (i.e. Directors or Executive Officers) is available in the Luxembourg Stock Exchange's electronic database OAM on www.bourse.lu and on ArcelorMittal's web site www.arcelormittal.com under Investors > Share Transactions by Management: https://corporate.arcelormittal.com/investors/corporate-governance/share-transactions-by-management

image for news Designated person notification

Warren Buffett, the CEO of Berkshire Hathaway, oversees a $298 billion portfolio of publicly traded stocks and securities, besides numerous wholly owned subsidiaries. Berkshire is also sitting on $325 billion in cash, which Buffett and his team can invest in new opportunities when they arise.

image for news Warren Buffett Owns 1 Vanguard Index Fund, and It Could Soar 147%, According to a Top Wall Street Analyst

Cheniere Energy: The Only Pure LNG Player Worth It — Positive

LNG   Seeking Alpha — February 14, 2025

Cheniere Energy, a leading LNG player, operates Sabine Pass and Corpus Christi terminals with a market cap of $50 billion and 45 MTPA capacity. The company benefits from low competition, favorable policies, and growing LNG demand, particularly in Europe and Asia, enhancing its market position. Despite high debt and valuation metrics, Cheniere's strong growth, increasing dividends, and share buybacks highlight its robust financial performance and shareholder returns.

image for news Cheniere Energy: The Only Pure LNG Player Worth It

Zacks Industry Outlook Molson Coors, The Boston Beer and Compania Cervecerias Unidas — Neutral

CCU  SAM  TAP   Zacks Investment Research — February 14, 2025

Molson Coors, The Boston Beer and Compania Cervecerias Unidas have been highlighted in this Industry Outlook article.

image for news Zacks Industry Outlook Molson Coors, The Boston Beer and Compania Cervecerias Unidas

Devon Energy (DVN 0.74%) recently completed the acquisition of assets in the Williston Basin (in the northern central U.S.) worth roughly $5 billion. That's a tiny deal relative to the roughly $53 billion Hess (HES 0.72%) acquisition that Chevron (CVX 0.63%) is attempting to complete.

image for news With Little Moves and Big Results, Devon Energy Is Succeeding in ExxonMobil and Chevron's Shadow

1 High-Yield Dividend Growth Stock Down 12% to Buy Right Now — Positive

VICI   The Motley Fool — February 14, 2025

Vici Properties (VICI 2.15%) is not a stock for the faint of heart, given that it is highly focused on leasing properties to just one type of business. But the business on which this real estate investment trust (REIT) is focused is a good one.

image for news 1 High-Yield Dividend Growth Stock Down 12% to Buy Right Now

Evaluating Enterprise Bancorp After Its Breathtaking Rally — Positive

EBTC   Seeking Alpha — February 14, 2025

Enterprise Bancorp has outperformed the S&P 500, driven by lower interest rates, a favorable new government, and a pending acquisition by Independent Bank. The Fed's interest rate cuts have improved Enterprise Bancorp's net interest margin, boosting earnings and indicating potential future growth if rates decrease further. Independent Bank's acquisition of Enterprise Bancorp promises enhanced geographic reach, significant earnings growth, and a low forward P/E ratio, suggesting substantial upside potential.

image for news Evaluating Enterprise Bancorp After Its Breathtaking Rally

AI to transform wealth management, Microsoft executive says — Positive

MSFT   Reuters — February 14, 2025

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's potential to process information vastly reduces the hurdles required to compete with established banks.

image for news AI to transform wealth management, Microsoft executive says

Is AMD Stock a Buy Now? — Neutral

AMD   The Motley Fool — February 14, 2025

Advanced Micro Devices' (AMD 0.08%) stock price dropped 6% on Feb. 5 after the chipmaker posted its fourth-quarter earnings report. Its revenue rose 24% year over year to $7.66 billion and exceeded analysts' estimates by $132 million, while its adjusted EPS grew 42% to $1.09 and matched the consensus forecast.

image for news Is AMD Stock a Buy Now?

Angi Inc. (ANGI) Q4 2024 Earnings Call Transcript — Neutral

ANGI   Seeking Alpha — February 14, 2025

Angi Inc. (NASDAQ:ANGI ) Q4 2024 Earnings Conference Call February 12, 2025 8:30 AM ET Company Participants Joey Levin - Chief Executive Officer, IAC and Chairman, Angi, Inc. Jeff Kip - Chief Executive Officer, Angi Inc. Christopher Halpin - Executive Vice President, Chief Financial Officer and Chief Operating Officer Barry Diller - Senior Executive and Chairman, IAC Conference Call Participants Cory Carpenter - JPMorgan John Blackledge - TD Cowen Eric Sheridan - Goldman Sachs Jason Helfstein - Oppenheimer James Heaney - Jefferies Ross Sandler - Barclays Justin Patterson - KeyBanc Youssef Squali - Truist Securities Nick Jones - Citizens JMP …

image for news Angi Inc. (ANGI) Q4 2024 Earnings Call Transcript

DraftKings earnings miss overlooked as Wall Street focuses on the bigger picture — Neutral

DKNG   Proactive Investors — February 14, 2025

Draftkings Inc (NASDAQ:DKNG) shares climbed almost 6% after hours as investors overlooked its near-term issues to focus on the bigger picture. The online sports betting giant reported a loss of 28 cents per share on $1.39 billion in revenue, falling short of analysts' forecasts of a 17-cent loss on $1.4 billion in sales.

image for news DraftKings earnings miss overlooked as Wall Street focuses on the bigger picture

Walmart Lags eCommerce While Amazon Laps Mobile Shopping — Neutral

AMZN  WMT   PYMNTS — February 14, 2025

As the battle for eCommerce dominance intensifies, Walmart is making strides in expanding its online presence. The retail giant has elevated its digital sales and profits, cementing eCommerce as a core element of its strategy.

image for news Walmart Lags eCommerce While Amazon Laps Mobile Shopping

The past five days of stock market trading have been whipsawed by the latest inflation report, speculation over whether or not the Fed will stand pat on interest rates, and of course, the continuing inflow of earnings reports, though the pace of those quarterly disclosures is slowing a bit.

image for news Upstart and Affirm Rally, BILL Plummets on Earnings as FinTech IPO Index Adds 2.4%

This Warren Buffett Index Fund Could Turn $400 Per Month Into $868,200 — Positive

VOO   The Motley Fool — February 14, 2025

Warren Buffett is one of the most successful investors in U.S. history. Under his control, Berkshire Hathaway shares have returned about 20% annually since 1965.

image for news This Warren Buffett Index Fund Could Turn $400 Per Month Into $868,200

Dubai and Kyiv, February 14, 2025: VEON Ltd. (Nasdaq: VEON), a global digital operator, announces that VEON's wholly owned digital operator in Ukraine Kyivstar, together with the Come Back Alive Foundation, has jointly raised nearly UAH 107 million (USD 2.6 million) for the We Live Here 2.0 project to support demining of Ukrainian territory. The Ministry of Economy of Ukraine provided informational support for the campaign.

image for news VEON's Kyivstar and the Come Back Alive Foundation Raise USD 2.6 Million for Demining in Ukraine

2 Warren Buffett Stocks to Hold Forever — Positive

BRK-A  BRK-B  KO   The Motley Fool — February 14, 2025

Many investors are drawn to Warren Buffett's investing style. Buying shares of exceptional companies at fair prices can lead to spectacular results over the long term.

image for news 2 Warren Buffett Stocks to Hold Forever

Airbnb Q4 Earnings: Inflection Point Is Here — Positive

ABNB   Seeking Alpha — February 14, 2025

Airbnb's shares surged 14% after earnings, reflecting a fair valuation at 20x forward free cash flow with 12% y/y growth expected in 2025. Heavy investments and over 500 new features aim to enhance the platform, setting Airbnb up for long-term growth beyond 2025. Despite low double-digit revenue growth, Airbnb's strong free cash flow generation and nearly 9% net cash position provide a margin of safety.

image for news Airbnb Q4 Earnings: Inflection Point Is Here