Gewinnerbranchen der Jahre 2006 bis 2040 - Älteste Beiträge zuerst (Seite 8495)
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Meistdiskutierte Wertpapiere
Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
---|---|---|---|---|---|---|---|
1. | 1. | 18.489,49 | -0,18 | 153 | |||
2. | 4. | 3,2000 | -0,78 | 55 | |||
3. | 6. | 7,8500 | +2,61 | 52 | |||
4. | 13. | 4,9260 | -0,36 | 48 | |||
5. | 2. | 2,0660 | +3,82 | 47 | |||
6. | 5. | 4,9200 | +2,93 | 44 | |||
7. | 11. | 7,2570 | +0,03 | 41 | |||
8. | 9. | 166,88 | +0,64 | 40 |
Aus dem gleichen Segment: Flanigans (BDL) mit soliden Zahlen. Umsatz +6%, EPS +20%, KGV 11.
Das Unternehmen ist heute (noch) besser als vor einem Jahr, der Preis ist fast gleich geblieben. Ich würd die zwar auch lieber für ein KGV 9 kaufen, aber das gibt es nur selten.
https://media-cdn.getbento.com/accounts/383bc3a8c11096b17380…
Das Unternehmen ist heute (noch) besser als vor einem Jahr, der Preis ist fast gleich geblieben. Ich würd die zwar auch lieber für ein KGV 9 kaufen, aber das gibt es nur selten.
https://media-cdn.getbento.com/accounts/383bc3a8c11096b17380…
Delphi Technologies (DLPH): Die "Powertrain"-Sparte der ehem. Delphi Automotive. Spin-off gefloppt, muss man wohl sagen. Kann aber eine Marktanomolie sein, vielleicht wollen die Fongs die Aktien dieser relativ kleinen Sparte (MCap aktuell nur noch 1,5Mrd) einfach aus ihren Büchern rauswerfen und sich nicht mehr mit diesem Kleinzeuch rumplagen. Allerdings von der Mutter (die jetzige Aptiv APTV [die wiederum 1998 von GM abgespalten wurde...] ) beim spin-off ziemlich mit Schulden beladen worden (ca 12facher FCF). KGV deutlich unter 5 ist allerdings schreiend billig. Auch beim jüngsten Q-Bericht absolut stabile Umsatzzahlen.
http://s22.q4cdn.com/144082429/files/doc_financials/2018/11/…
Überseh ich was? Sind die Schulden wirklich so gravierend? Chance?
DLPH
Die ehem. Mutter hat's in der Korrektur allerdings auch etwas erwischt.
APTV
http://s22.q4cdn.com/144082429/files/doc_financials/2018/11/…
Überseh ich was? Sind die Schulden wirklich so gravierend? Chance?
DLPH
Die ehem. Mutter hat's in der Korrektur allerdings auch etwas erwischt.
APTV
Betongold war schon mal goldener:
VNO
VNO
DXC, die Fusion aus ehem. CSC und HP's EDS-Sparte, nur moderat verschuldet. KGV deutlich unter 10.
https://www.bizjournals.com/sanfrancisco/news/2019/01/09/jpm…
jetzt ist mir auch klar, wieso die mauerstraße ALLO so liebt - die Gründer waren die KITE-gründer und haben die Schwäche des car-t-Prozesses erkannt - non scalable.
+++
"Manufacturing has a lot of influence on the product, and not just in one area," Chang said about changes Allogene is making to the process from the first generation of its experimental cell therapies. "There are many minute changes that in aggregate lead to a more consistent and reproducible process."
Most cell therapy companies to date have focused on so-called autologous therapies that are made from a patient's own infection-fighting T cells and injected back into that specific patient after a manufacturing process of three to four weeks. Allogene is trying to make allogeneic cell therapies, made from the cells of healthy donors, in which a single manufacturing run would net cells that would be immediately ready for dozens of cancer patients.
Trending
Sports Business
Giants score 20-year naming rights deal with tech giant Oracle
AT&T Park
Commercial Real Estate
General Electric taps new developer for rare, large industrial site in
One of the buildings at 5441 International Boulevard classified as historically significant.
Home of the Day
Gracious Home in West Menlo’s University Heights
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Autologous manufacturing, Chang said, "is simply not scalable."
Chang and cofounder Arie Belldegrun know both sides of the cell therapy field. They started Kite Pharma, before selling the Southern California autologous cell therapy developer to Foster City-based Gilead Sciences Inc. (NASDAQ: GILD) in October 2017 for $11.9 billion. That came on the eve of Kite winning Food and Drug Administration approval for Yescarta, the first chimeric antigen receptor T cell, or CAR-T, therapy for non-Hodgkin lymphoma.
jetzt ist mir auch klar, wieso die mauerstraße ALLO so liebt - die Gründer waren die KITE-gründer und haben die Schwäche des car-t-Prozesses erkannt - non scalable.
+++
"Manufacturing has a lot of influence on the product, and not just in one area," Chang said about changes Allogene is making to the process from the first generation of its experimental cell therapies. "There are many minute changes that in aggregate lead to a more consistent and reproducible process."
Most cell therapy companies to date have focused on so-called autologous therapies that are made from a patient's own infection-fighting T cells and injected back into that specific patient after a manufacturing process of three to four weeks. Allogene is trying to make allogeneic cell therapies, made from the cells of healthy donors, in which a single manufacturing run would net cells that would be immediately ready for dozens of cancer patients.
Trending
Sports Business
Giants score 20-year naming rights deal with tech giant Oracle
AT&T Park
Commercial Real Estate
General Electric taps new developer for rare, large industrial site in
One of the buildings at 5441 International Boulevard classified as historically significant.
Home of the Day
Gracious Home in West Menlo’s University Heights
Sponsored Listing
Autologous manufacturing, Chang said, "is simply not scalable."
Chang and cofounder Arie Belldegrun know both sides of the cell therapy field. They started Kite Pharma, before selling the Southern California autologous cell therapy developer to Foster City-based Gilead Sciences Inc. (NASDAQ: GILD) in October 2017 for $11.9 billion. That came on the eve of Kite winning Food and Drug Administration approval for Yescarta, the first chimeric antigen receptor T cell, or CAR-T, therapy for non-Hodgkin lymphoma.
Antwort auf Beitrag Nr.: 59.610.527 von Oberkassel am 11.01.19 14:59:32
@oberkassel - danke, dass du nochmal geklingelt hast! Die Konvergenz von hardware zu software wird den Kurs treiben, sowie die Einsparmöglichkeiten der Industrie insgesamt - das Argument zieht immer. Viel Potential für NTNX, beeindruckende Vita des selfmade-CEO - sehr guter Artikel.
Kauf NTNX - baisse, what baisse?
https://www.ariva.de/chart/images/chart.png?z=a127517111~A1~…
weitere tech-Titel mit sehr konstruktiv aussehenden charts: msft, adbe, crm, pypl
software wird hardware schlagen in 2019.
werde mich im trading darauf konzentrieren und sleeper eliminieren.
greets cleara
Zitat von Oberkassel: My Top Pick For 2019 ?
https://seekingalpha.com/article/4232465-nutanix-top-pick-20…
https://www.nutanix.com/company/?utm_source=google_adwords&u…
https://www.marketscreener.com/NUTANIX-INC-31497437/company/
Oberkassel
@oberkassel - danke, dass du nochmal geklingelt hast! Die Konvergenz von hardware zu software wird den Kurs treiben, sowie die Einsparmöglichkeiten der Industrie insgesamt - das Argument zieht immer. Viel Potential für NTNX, beeindruckende Vita des selfmade-CEO - sehr guter Artikel.
Kauf NTNX - baisse, what baisse?
https://www.ariva.de/chart/images/chart.png?z=a127517111~A1~…
weitere tech-Titel mit sehr konstruktiv aussehenden charts: msft, adbe, crm, pypl
software wird hardware schlagen in 2019.
werde mich im trading darauf konzentrieren und sleeper eliminieren.
greets cleara
Antwort auf Beitrag Nr.: 59.642.849 von clearasil am 16.01.19 12:00:15Artikel zu NTNX:
https://www.marketscreener.com/NUTANIX-INC-31497437/news/Nut…
+++Nutanix, Inc. (NASDAQ: NTNX), a leader in enterprise cloud computing, today announced the retail findings of its Enterprise Cloud Index Report, measuring retailers' plans for adopting private, hybrid and public clouds. The report revealed enterprise workloads are quickly moving off traditional data center infrastructure, dropping from 41% today to just 18% in two years time, as cloud usage accelerates. The retail industry has the second largest penetration of hybrid cloud deployments at 21%; with 93% identifying hybrid cloud as the ideal IT model, outpacing the global average for other industries.
+++With the seasonality of the retail industry and traffic bursts impacting workload needs throughout the year, retailers have experience in flexing workloads to the public cloud as demand requires. Today, there is 15% public cloud usage in the retail industry compared to a 12% global average; and usage is set to grow to 22% in the next two years, outpacing the global cross-industry average by an even wider margin of 7 percent. Yet the higher than average percentage of retailers who say that hybrid cloud is the ideal IT deployment model (93%) also indicates that public cloud is not a panacea for the retail industry.
+++The bullish outlook for hybrid cloud adoption globally and across industries is reflective of an IT landscape growing increasingly automated and flexible enough that enterprises have the choice to buy, build, or rent their IT infrastructure resources based on application requirements. For retailers, having the flexibility to choose the right cloud for each application appeared most often as the benefit for deploying hybrid cloud (at 18%) followed closely by using cloud 'on the fly' to support periods of high traffic loads. Given the seasonality of business and variance of IT and network consumption needs throughout the year, retailers understand the need to keep IT flexible.
schaue mir gerne die Dynamik seit dem 1.1. an:
1st jan. Capitalization (M$)
[United States] NUTANIX INC 17.19% 8 160
[United States] SALESFORCE.COM 8.92% 111 728
[United States] CORNERSTONE ONDEMAND, INC. 5.35% 3 068
[United States] QUALYS INC 5.23% 3 023
[United Kingdom] SOPHOS GROUP PLC -2.54% 2 309
[United States] GTT COMMUNICATIONS INC -2.07% 1 327
https://www.marketscreener.com/NUTANIX-INC-31497437/news/Nut…
+++Nutanix, Inc. (NASDAQ: NTNX), a leader in enterprise cloud computing, today announced the retail findings of its Enterprise Cloud Index Report, measuring retailers' plans for adopting private, hybrid and public clouds. The report revealed enterprise workloads are quickly moving off traditional data center infrastructure, dropping from 41% today to just 18% in two years time, as cloud usage accelerates. The retail industry has the second largest penetration of hybrid cloud deployments at 21%; with 93% identifying hybrid cloud as the ideal IT model, outpacing the global average for other industries.
+++With the seasonality of the retail industry and traffic bursts impacting workload needs throughout the year, retailers have experience in flexing workloads to the public cloud as demand requires. Today, there is 15% public cloud usage in the retail industry compared to a 12% global average; and usage is set to grow to 22% in the next two years, outpacing the global cross-industry average by an even wider margin of 7 percent. Yet the higher than average percentage of retailers who say that hybrid cloud is the ideal IT deployment model (93%) also indicates that public cloud is not a panacea for the retail industry.
+++The bullish outlook for hybrid cloud adoption globally and across industries is reflective of an IT landscape growing increasingly automated and flexible enough that enterprises have the choice to buy, build, or rent their IT infrastructure resources based on application requirements. For retailers, having the flexibility to choose the right cloud for each application appeared most often as the benefit for deploying hybrid cloud (at 18%) followed closely by using cloud 'on the fly' to support periods of high traffic loads. Given the seasonality of business and variance of IT and network consumption needs throughout the year, retailers understand the need to keep IT flexible.
schaue mir gerne die Dynamik seit dem 1.1. an:
1st jan. Capitalization (M$)
[United States] NUTANIX INC 17.19% 8 160
[United States] SALESFORCE.COM 8.92% 111 728
[United States] CORNERSTONE ONDEMAND, INC. 5.35% 3 068
[United States] QUALYS INC 5.23% 3 023
[United Kingdom] SOPHOS GROUP PLC -2.54% 2 309
[United States] GTT COMMUNICATIONS INC -2.07% 1 327
***
Mein Depot wird immer mehr zur Ansammlung von "Schrott"-Aktien.
Die Gewinner der letzten Jahre habe ich verkauft. Verblieben sind die Verlierer, die auch steuerlichen Erwägungen noch nicht verkaufen möchte.
Trotzdem hat mein Depot in dem Bounce seit Anfang Jahr sogar outperformt und zwar durch die Beiträge von vermeintlichen sicheren Verlierern wie EGOV MATW BBBY...
Das zeigt mir, dass wenigstens manchmal ein Glamour-Faktor schlecht fürs Depot ist und umgekehrt.
***
http://www.terryjensennelighdentist.com/about-us.html
Mein Depot wird immer mehr zur Ansammlung von "Schrott"-Aktien.
Die Gewinner der letzten Jahre habe ich verkauft. Verblieben sind die Verlierer, die auch steuerlichen Erwägungen noch nicht verkaufen möchte.
Trotzdem hat mein Depot in dem Bounce seit Anfang Jahr sogar outperformt und zwar durch die Beiträge von vermeintlichen sicheren Verlierern wie EGOV MATW BBBY...
Das zeigt mir, dass wenigstens manchmal ein Glamour-Faktor schlecht fürs Depot ist und umgekehrt.
***
http://www.terryjensennelighdentist.com/about-us.html
Antwort auf Beitrag Nr.: 59.643.650 von clearasil am 16.01.19 13:38:03Kurssteigerung wegen Übernahmespekulation?
Could Cisco snap up Splunk or Nutanix?
Posted by
James Henderson
on January 14 2019
Cisco could explore the option of acquiring either Splunk or Nutanix during 2019, as part of widespread transformation plans at the technology giant.
https://www.idgconnect.com/news/1501019/cisco-snap-splunk-nu…
Could Cisco snap up Splunk or Nutanix?
Posted by
James Henderson
on January 14 2019
Cisco could explore the option of acquiring either Splunk or Nutanix during 2019, as part of widespread transformation plans at the technology giant.
https://www.idgconnect.com/news/1501019/cisco-snap-splunk-nu…
Antwort auf Beitrag Nr.: 59.654.432 von Simonswald am 17.01.19 16:18:08darauf ein Lied! go your own way! von den alten hippie-zauseln.
https://www.youtube.com/watch?v=gjh5M-PuBRs
bbby hat mich gefreut für dich, aber überzeugt hat mich das nicht. aber was heisst das schon.
lg cleara
https://www.youtube.com/watch?v=gjh5M-PuBRs
bbby hat mich gefreut für dich, aber überzeugt hat mich das nicht. aber was heisst das schon.
lg cleara
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