Are you inspired by Warren Buffett and his investing?
He's one of the best investors and it's definitely good to keep track of what he's doing and what stocks he's bought or sold on a regular basis. For example, I was inspired by investing in $AAPL, so I bought the stock a few years ago and am currently making a nice profit on it (it was also the first stock I bought).
Kroger $KR one of the largest retail chains in the US, is becoming an attractive option for defensive investors thanks to its stable business model and earnings growth. Despite higher EBITDA volatility (32%), it provides predictable earnings through sales of food and drug products - a sector that is less sensitive to economic cycles... Read more
Value stocks are rising nicely right now. I don't have $KR in my portfolio, but otherwise the value and dividend stocks in my portfolio are performing solidly right now.
📉 PayPal under pressure - geopolitics only deepens the crisis of investor confidence! PayPal shares $PYPLlast week weakened by more than 8 % after the debate over the possible imposition of fees on US digital platforms reignited in Europe. Names like PayPal and Google are in the spotlight . The head of the European Parliament's international trade committee , Bernd Lange,... Read more
📉 Nike dropped to 2017 prices under tariff pressure! Nike $NKEshares plummet by more than 13 %as the US administration announced a dramatic increase in tariffs on imports from Southeast Asia. Specifically: 46% tariff on Vietnam, 32% on Indonesia, 49% on Cambodia, and another 34% on China, on top of the previously imposed tariffs.
Shares of $TSLA were down 10% in aftermarket trading yesterday. This was likely due to a drop in Tesla vehicle deliveries and the introduction of new tariffs. I'll be overbought other stocks today, but if the price drops again to $220, I'd still buy.
Will anyone be overbought on $TSLAstock today , or will you focus on other titles?
Hi investors, I would like to ask, what percentage of a portfolio do you think should be invested in one company's stock at most to still be considered a "sound" investment? Do you have any limitations? For example, you don't want to have more than 10% ptf allocation in one company's stock or you don't look at that?
This is difficult to determine because everyone has a different portfolio composition. I don't want to have more than 15% of my portfolio in one position.
This positive $NVDA stock news is available only to Bulios Black members.
📈 CoreWeave - a new player on the stock exchange! Nvidia-backedstartup CoreWeave went public just a few days ago. Its IPO didn't go so well. The shares opened below the subscription price. The media wrote about the disappointment. Investors were hesitant.
Today, the stock is up more than +20 % and the price has climbed above the IPO threshold - $48.70 per share , up from $40. A... Read more
I was honestly expecting more growth, but luckily I didn't buy. But it will be of some interest to see how the company fares and what results it reports then.
Shares of $JNJ fell 4% today after a US judge rejected Johnson & Johnson's proposal to settle tens of thousands of lawsuits for $10 billion. I don't have $JNJ stock in my portfolio and I certainly won't be buying it, because its growth is lousy and the business isn't doing very well either.
Does it make sense for anyone else to invest in $JNJ?
Business is probably good, but the stock just isn't growing and it's not very interesting. The company has some issues and the stock will probably still go sideways.
Amdocs (DOX): stable software player with growth potential
Amdocs $DOX which provides software solutions for telecom and media companies, has caught analyst attention for its low volatility and steady growth. Its stock is up nearly 7% this year, despite a 6% decline in the S&P 500.
Steady growth and low earnings volatility:
10-year EBITDA growth variability of only 5% - very... Read more
Are you inspired by Warren Buffett and his investing?
He's one of the best investors and it's definitely good to keep track of what he's doing and what stocks he's bought or sold on a regular basis. For example, I was inspired by investing in $AAPL, so I bought the stock a few years ago and am currently making a nice profit on it (it was also the first stock I bought).
Zobrazit další komentáře
He's a big role model of mine, so it's also thanks to him that I started investing and focused on value investing.
Kroger: Defensive leader with growth potential
Kroger $KR one of the largest retail chains in the US, is becoming an attractive option for defensive investors thanks to its stable business model and earnings growth. Despite higher EBITDA volatility (32%), it provides predictable earnings through sales of food and drug products - a sector that is less sensitive to economic cycles...
Read more
Zobrazit další komentáře
Value stocks are rising nicely right now. I don't have $KR in my portfolio, but otherwise the value and dividend stocks in my portfolio are performing solidly right now.
📉 PayPal under pressure - geopolitics only deepens the crisis of investor confidence!
PayPal shares $PYPL last week weakened by more than 8 % after the debate over the possible imposition of fees on US digital platforms reignited in Europe. Names like PayPal and Google are in the spotlight . The head of the European Parliament's international trade committee , Bernd Lange,...
Read more
Zobrazit další komentáře
The valuation may be attractive, but the company doesn't really have potential anymore and I'm definitely not going to invest in it.
📉 Nike dropped to 2017 prices under tariff pressure!
...Nike $NKEshares plummet by more than 13 %as the US administration announced a dramatic increase in tariffs on imports from Southeast Asia.
Specifically: 46% tariff on Vietnam, 32% on Indonesia, 49% on Cambodia, and another 34% on China, on top of the previously imposed tariffs.
Read more
Micron | 2Q 2025 Analysis: revenue growth, production expansion and the key role of data centers
Shares of $TSLA were down 10% in aftermarket trading yesterday. This was likely due to a drop in Tesla vehicle deliveries and the introduction of new tariffs. I'll be overbought other stocks today, but if the price drops again to $220, I'd still buy.
Will anyone be overbought on $TSLAstock today , or will you focus on other titles?
A giant bet on the cloud: will the company retain customers beyond 2030?
Hi investors, I would like to ask, what percentage of a portfolio do you think should be invested in one company's stock at most to still be considered a "sound" investment? Do you have any limitations? For example, you don't want to have more than 10% ptf allocation in one company's stock or you don't look at that?
Zobrazit další komentáře
This is difficult to determine because everyone has a different portfolio composition. I don't want to have more than 15% of my portfolio in one position.
AMD | 4Q 2024: Growth in data centers, but AI faces challenges
👀 The PX-TR Index gained +20% during the first quarter. How did the individual titles in its base perform during this period?
Do you have any of the stocks in your portfolio?
📈 CoreWeave - a new player on the stock exchange!
Nvidia-backedstartup CoreWeave went public just a few days ago. Its IPO didn't go so well. The shares opened below the subscription price. The media wrote about the disappointment. Investors were hesitant.
Today, the stock is up more than +20 % and the price has climbed above the IPO threshold - $48.70 per share , up from $40. A...
Read more
Zobrazit další komentáře
I was honestly expecting more growth, but luckily I didn't buy. But it will be of some interest to see how the company fares and what results it reports then.
Shares of $JNJ fell 4% today after a US judge rejected Johnson & Johnson's proposal to settle tens of thousands of lawsuits for $10 billion. I don't have $JNJ stock in my portfolio and I certainly won't be buying it, because its growth is lousy and the business isn't doing very well either.
Does it make sense for anyone else to invest in $JNJ?
Zobrazit další komentáře
Business is probably good, but the stock just isn't growing and it's not very interesting. The company has some issues and the stock will probably still go sideways.
Amdocs (DOX): stable software player with growth potential
Amdocs $DOX which provides software solutions for telecom and media companies, has caught analyst attention for its low volatility and steady growth. Its stock is up nearly 7% this year, despite a 6% decline in the S&P 500.
Steady growth and low earnings volatility:
10-year EBITDA growth variability of only 5% - very...
Read more
Zobrazit další komentáře
I find $ORCL much more interesting, which is quite cheap now and I'm wondering if I should start a position.