I see that $RMS.PA-4.8%stock is doing quite well this year compared to $MC.PA-3.7%. I think Hermès is a great company with a nice business, however the stock is really expensive right now and a bigger drop would have to come for me to start thinking about buying.
Do you have shares of $RMS.PA-4.8% in your portfolio?
What do you think about the recent news that FedEx is planning a spin-off of its freight division?
It's good news for investors, which was reflected on the chart, as the stock rose more than 9% following the news. I don't have shares of $FDX-2.9% in my portfolio, but I think FedEx is a great company and could be a great stock for portfolio diversification.
FedEx doesn't make sense to me anymore, as it was recently overtaken by Amazon and is much better at it. So if I had to pick a stock from this sector, it would be $AMZN0.3%.
I see that $JNJ-3.3%stock is already down 9% this year and the stock hasn't risen much in the last 5 years. I've never been interested in this company and never invested in it, but I'm glad for that.
For a couple of years I had JNJ in my portfolio as a "security" but when I started investing in the index again I had no reason to leave it there. Generally, I have left the whole farm sector because I have no expertise there, which is very difficult to get from commonly available materials.
I see $O-4.0%stock is still pretty cheap. The stock is down over 10% this year. I already have the stock in my portfolio, but I'm thinking of buying more.
Both companies are focused on medical device and technology manufacturing, which is very important and needed these days. Overall, I'm more interested in $SYK-2.2%stock , but the price is not low at all right now.
I see that $LMT-1.6%stock has been down a lot lately. For me a great company that still has potential and the stock is getting to an interesting price in my opinion, but I won't be buying just yet.
What do you think of today's 20% drop in $NVO1.1%stock ? Will you buy?
Novo Nordisk's shares fell sharply today following news that the weight-loss drug CagriSema achieved lower than expected efficacy in trials. I don't have $NVO1.1%stock in my portfolio, but I want to focus on this company now.
The company is doing well, but I wouldn't buy the stock as it's a pretty volatile and choppy business. You can see it just on this news alone that one drug will fail and the stock will plummet 20%. I think that's terrible.
The stock has already fallen several tens of percent this year and the fundamentals don't look good to me at all. I have a smaller position and plan to still hold, but a lot will also depend on the next earnings.
Which market do you invest in the most besides the US?
For me it's definitely Europe, mainly $ASML0.8%, $MC.PA-3.7% and I have a little bit in Czech stocks. Eventually I plan to probably include Chinese stocks as well.
Shares of $TSLA-5.1% were up another 6% yesterday. The stock is up over 89% since the beginning of the year and over 145% in the last 6 months. I recently sold off some of it, but I still hold most of it and am currently in profit some 115%.
How much of a profit on $TSLA-5.1%stock do you have? Are you selling or still holding?
I'm glad I reassessed my portfolio and I only have three stocks left and the vast majority are Tesla (+110%) I used to have $GOOGL-0.5% I eventually sold at a small profit and I also sold $MSFT-2.4%. I bought two others that I think have more potential and they also fell in price. :) Of course as I bought they fell even more but that's no surprise that's the rule. :D
Which Magnificent 7 company do you currently see the most potential and room for growth?
For me, definitely $GOOG-0.5%, as this stock is the cheapest of the seven. Plus, they have projects in the works with a lot of potential. The lower share price right now, in my opinion, is largely due to litigation and lawsuits with the authorities, but that could change by next year. After $GOO... -0.5% Read more
If I had to choose, it would be $RMS.PA-4.8%, as the performance is better and the company is doing better overall in all respects.