The question of which sector is the most undervalued in the market today is coming up more and more often. After the strong rise in technology and AI, investors are starting to look at industries that have been outside the main spotlight, even though their fundamentals look solid. The first candidate is energy, which, despite very strong cash flows and stable... Read more
I'm still watching it, but I'm not very convinced. The idea that REITs will grow has been floating around for several years now, and they still haven't shown any meaningful growth—even despite this year's interest rate cuts... so I'm staying away from them.
How large a drop in an individual stock makes you decide it’s significant and worth buying?
For me, it’s interesting when a stock falls more than 20% over several weeks or months while the fundamentals haven’t changed. At that point I start paying more attention to it and I also track the fair value, which I find here on the Fair Price Index.
This is a tough question because it depends on which stocks we’re talking about. I have a lot of dividend stocks, and if the drop is around 10% I significantly increase my position.
For me, definitely $NU , $SOFI then I'd like to increase my positions in $GOOGL , $META , $AMZN . I'm curious, why specifically $PYPL ? What do you expect from it and at what price levels would you not hesitate to average down the position?
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Undervalued sector?
The question of which sector is the most undervalued in the market today is coming up more and more often. After the strong rise in technology and AI, investors are starting to look at industries that have been outside the main spotlight, even though their fundamentals look solid. The first candidate is energy, which, despite very strong cash flows and stable...
Read more
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I'm still watching it, but I'm not very convinced. The idea that REITs will grow has been floating around for several years now, and they still haven't shown any meaningful growth—even despite this year's interest rate cuts... so I'm staying away from them.
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wow
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How large a drop in an individual stock makes you decide it’s significant and worth buying?
For me, it’s interesting when a stock falls more than 20% over several weeks or months while the fundamentals haven’t changed. At that point I start paying more attention to it and I also track the fair value, which I find here on the Fair Price Index.
Zobrazit další komentáře
This is a tough question because it depends on which stocks we’re talking about. I have a lot of dividend stocks, and if the drop is around 10% I significantly increase my position.
Which stocks do you buy during a market downturn?
I bought $PYPL as a new position and I'm thinking of diversifying into sectors like $CELH or Elf Beauty.
Zobrazit další komentáře
For me, definitely $NU , $SOFI then I'd like to increase my positions in $GOOGL , $META , $AMZN . I'm curious, why specifically $PYPL ? What do you expect from it and at what price levels would you not hesitate to average down the position?
Bulios Black
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