

Bill Combs

Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGOstock on this pullback or are you waiting for better prices?
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How do you feel about the current valuation of $CRWDstock ?
CrowdStrike shares have depreciated approximately 15% since their ATH, but remain expensive for many investors. I was buying back in the summer during the big drop and am now overbought. The company still has a lot of potential and I don't think $CRWDstock is significantly overvalued right now.
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$CRWD reports earnings tomorrow, so we'll see how that plays out and if the stock drops further.
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I've put my money on $TSLA and now I'm buying in. We'll see how far the price goes, as it's possible it will eventually get to $250.
In addition to $NVDA, Snowflake reported results yesterday . The results beat expectations and $SNOW stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN and $GOOG in my portfolio because they look much better to me.
What stocks from this sector do you have in your portfolio?

$BRK-B reported very solid results today and the stock subsequently rose 4%. For example, operating profit for last quarter was up 71% (more in flash news). I regularly invest in the S&P 500, but this stock is also great for regular investing.
Would you rather invest in the S&P 500 or in $BRK-B?
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I don't invest in the SP500. I have individual stocks in my portfolio and $BRK-B is among them.


Shares of $UNH plunged 7% on Friday following news that the U.S. Department of Justice (DoJ) has opened an investigation into billing practices in recent months. Over the past month, the stock has more or less just been falling. I have a smaller position, but I won't be overbought.
Are you overbought $UNHstock after this drop?
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The stock is already getting to a very interesting price. I overbought after the drop and will now hold the stock long term.

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The stock is still expensive, but I established a small position yesterday. In fact, $WMT stock doesn't fall this much very often.

Today Alibaba reported results that were very good, and it is clear that the company is still doing well. Shares rose 14% after the results. I bought the stock at the beginning of the year and am currently over 50% in profit, which makes me quite happy.
What do you think of $BABA'sresults ?
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I don't invest in China. $BABA is growing solidly, but I just don't like the politics and their system.

Investors, do you find $LLY or $NVObetter ?
Both companies have very similar businesses and compete with each other. With $NVO, they may be at risk of tariffs that Trump might impose, and their drug may not be as popular in the US. Still, $NVO currently looks more interesting to me , which is why I've been shopping around this year. I think the stock is undervalued and the...
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Now, I think it is impossible to say who is better, because it will only be a few years later. But I'm also buying $NVO right now.

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The drop is already quite big, al from this sector I have so far only bought $AMD.