Shares of $ASML-6.8% are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML-6.8% is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
Did you also buy into $ASML-6.8%stock ?
I'm thinking about buying it, as it's a great discount and an interesting opportunity.
Shares of $BTI4.2% and $MO1.2% formed new ATH today. Both stocks are up over 25% year to date and also pay a dividend of over 7%. I had both $BTI4.2% and $MO1.2%in my portfolio until the beginning of the summer . I sold $BTI4.2% and kept $MO1.2% as I trust Altria and don't need more than $BTI4.2% and two tobacco stocks in my portfolio.
What about you? Do you prefer $BTI4.2% or $MO1.2% and why?
Shares of $CVS-0.8% are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
How do you currently view $CVS-0.8%?
They're not doing too well, but I've bought the stock. If the stock goes down, I'd still buy.
Does anyone have $ULTA-3.9%stock in their portfolio ?
I noticed that Warren Buffett has been buying their stock this year. The company is also in an interesting sector, but I haven't studied the company in detail.
I've been thinking about including a stock from the arms industry in my portfolio for some time now. I currently have only $CZG.PR-3.5%in my portfolio . So far, I'm most interested in $LMT0.4%, but I'd be happy for any other tips.
What is your favorite arms industry stock?
I like LMT, but I already thought it was expensive last year when the stock hit a new high, so I didn't go for it. Well, now it's even higher😅
I recently added Erste shares to my portfolio at Fio and I also have $CEZ.PR-1.1%, $CZG.PR-3.5% and $KOMB.PR-2.0%in my portfolio . I think of it as portfolio diversification and currently the prices are still not bad for me.
Which CR stocks do you have in your portfolio?
I don't invest in Czech stocks, but Komerčka seems like a good choice. I would be afraid to invest in CEZ, I would not want to fight the government for it.
Which banks other than the US do you hold in your portfolio?
I have $KOMB.PR-2.0% in my portfolio besides $BAC-11.1% at Fio and I recently bought shares of Erste.
Which companies' results will you be interested in next week?
I'll be interested in the results of $MDT-1.1%, $PKN.WA-2.0% and maybe $LOW-5.5%.
I'm curious about $TGT-10.9% and then how the construction sector will do, I'd quite like to find a company at an interesting price if it's not too late, because with the gradual lowering of rates and next year, there could be more building again thanks to cheaper money.
What ETFs do you have in your portfolio besides the S&P500?
I only have $CNDX.L-1.2%besides the SP500 , but I'm thinking about some Indian ETFs, so if anyone has a tip, I'd be happy.
Shares of $WBD-13.3% are still falling and I honestly don't know how to approach this stock. I have a small position as I see potential there and believe the company could do well, but on the other hand, I don't have much to back me up like stock trends, results or profitability.
How do you approach $WBD-13.3%stock ?
I see it pretty pale here too, I'm just there on speculation and dilution because I bought stupid earlier and now I'm just hoping the price gets to $9 and running away from it.
Does anyone have $MDT-1.1%stock in their portfolio ?
I was quite intrigued by Medtronic a couple of years ago as they are in an important sector, the business is nicely built and what they are doing makes sense to me long term and I can see the potential, but I'm interested in the opinion of others.
I don't know the company at all and overall this sector is quite complicated for me, although I would like to have a representative. So I wonder if anyone will know. According to the long term chart, it looks like it has found its bottom around $70 since falling from their highs and could be turning around. I don't know the numbers though, nothing, so I don't know ...😊
Collectivity is certainly interesting. The stock has sold off quite a bit over the past few years and has fallen below its fair value. Financially, the company is literally in great shape. Debt covers 2/3rds of its cash, so it still has $3 billion left, and it's still growing. Check it out and let me know if you're shopping :)
I see $MNST0.5%stock is down more than 10% after the results. For me, the stock is currently getting to an interesting price.
Anyone buying in?
The drop came even after the company managed to achieve its highest earnings per share for the quarter. and matched the highest sales figure for the quarter. Investors were now expecting more from the markets, and in this earnings season, more than one stock got burned for the first time in a while. Well, for those of us who don't own this stock, it's an interesting opportunity. But at $40 it would be even better :)
Shopify reported earnings today and the stock shot up 20%. For me, an interesting stock maybe for some speculation, but not really as an investment.
What do you think of $SHOP-18.2%stock ?
Well, the results were, I would say, unexpectedly good. Good for shareholders. I followed the company about two years ago, but I didn't invest in it. Anyway, it's an interesting business.
ASML looks interesting and the business is great. I'll probably add their stock to my portfolio soon.