I sometimes think about including aerospace stocks in my portfolio, but I can never decide if they are cheap or expensive. Both $UAL and $DALstocks have fallen nicely this year, but even so, they don't look cheap to me.
Do you find $UAL and $DALstock fairly priced, or would you wait to buy?
SoFi will be reporting results this week and I'm curious to see how it plays out and what the stock reaction will be. I have a fairly large position and unless fundamentals change, I will continue to hold despite the high valuation.
What do you expect from $SOFI'sresults ? Does it still seem reasonably valued to you?
Personally, I definitely prefer growth stocks because I still have plenty of time and can afford to take more risks. Dividend stocks don't make sense to me at a young age and I will invest in them when I am much older.
I have both growth and dividend stocks in my portfolio. I definitely want to outperform the SP500, but the dividend stocks are fine for diversification and portfolio stability.
Investors, which sector do you understand best and why?
I mainly focus on technology and semiconductor companies. It's a sector that I enjoy, and I've been watching all sorts of technology and videos about it for a few years now.
Morgan Stanley | Q2 2025: Stability, growth and confidence in the financial world
I sometimes think about including aerospace stocks in my portfolio, but I can never decide if they are cheap or expensive. Both $UAL and $DALstocks have fallen nicely this year, but even so, they don't look cheap to me.
Do you find $UAL and $DALstock fairly priced, or would you wait to buy?
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The prices are fine and in the long run I would buy even now.
A brand that has (temporarily?) lost its luster. Now it can offer twice as much.
US
Netflix | Q2 2025: record margins, ad growth and the return of global hits
SoFi will be reporting results this week and I'm curious to see how it plays out and what the stock reaction will be. I have a fairly large position and unless fundamentals change, I will continue to hold despite the high valuation.
What do you expect from $SOFI'sresults ? Does it still seem reasonably valued to you?
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The results were great, but it's too volatile a stock for me.
📅 This week's key events!
This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.
📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.
Consumer confidence in the U.S. - An important barometer of future...
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I will be watching mainly the results of $SOFI, $SPOT and $AMZN.
Do you prefer growth or dividend stocks?
Personally, I definitely prefer growth stocks because I still have plenty of time and can afford to take more risks. Dividend stocks don't make sense to me at a young age and I will invest in them when I am much older.
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I have both growth and dividend stocks in my portfolio. I definitely want to outperform the SP500, but the dividend stocks are fine for diversification and portfolio stability.
Investors, which sector do you understand best and why?
I mainly focus on technology and semiconductor companies. It's a sector that I enjoy, and I've been watching all sorts of technology and videos about it for a few years now.
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For me, it's definitely technology too, because I've been working in this industry for a long time.
Undervalued energy firm with a dividend yield of 2.7% and billions in cash flow