Do you have tobacco company stocks in your portfolio?
These dividend stocks are doing quite well this year, as $MO, $BTI and $PM are up more than 10% since the beginning of the year. Last year I had $MO in my portfolio and was very happy, but this year I sold the dividend stocks and bought growth stocks.
What do you think of Tesla's results?
The results missed expectations and almost all items posted a loss. Still, $TSLAstock is up 5% in the after market, ostensibly due to Musk announcing that he'll be pulling out of DOGE next month to focus more on Tesla. I've already bought the stock this year and have pretty mixed feelings about these results.
Shares of BlackRock, the world's largest investment asset manager, have already fallen more than 16% since the start of the year, which is not very common for such a firm. Overall, I find financial sector stocks cheap right now and see this as an interesting opportunity.
Are you buying shares of $BLK? Do you have any stocks from this sector on your watchlist right now?
The growth of $HTZstock continues unabated. The stock is up 136% in the last month alone, which is pretty solid for a car rental company. The news of Pershing Square's large stake in Hertz is behind the growth. I won't be investing in it anymore, but other car rental companies may be interesting.
What do you think ofthis growth in $HTZstock ?
It's extremely expensive now and I definitely wouldn't invest in it and a correction needs to come soon.
It's starting to get pretty exciting and this week is going to be very interesting in terms of results. For me, the most important results will definitely be $TSLA, $GOOG and $INTC. If the stock continues to fall, I'll be overbought.
Which companies' results will you be interested in? And what stocks are you planning to buy?
Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you...
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I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.
Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
Does anyone have...
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I'd rather focus on individual car companies. I'm waiting for $TSLA to drop below $200.
Shares of $ASML are down 6% today after earnings. I think the results were good and the company should have solid growth over the long term. I already have a large position, so I won't be overbought, but the stock looks cheap to me right now.
What do you think of the results? Will you be overbought after the drop?
From Europe it's definitely one of the best companies, but for me $AMD is more interesting right now.
Which stock has caught your eye most recently - and why?
For me, it would be Trade Desk, which provides a platform for buying digital advertising. Shares of $TTD are down more than 50% this year, but the fundamentals remain great and the company has a lot of room to grow over the long term.
How do you determine a fair share price? Do you have your own spreadsheet for this, or do you estimate it from a chart?
I used to do a lot of calculations via spreadsheet, but now it doesn't make much sense to me. As far as fair prices go, Bulios helps me with that now. Otherwise, sometimes I don't really care about the fair price and buy on a significant correction, like $TSLA ...
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Can I ask for (online) resources where I can get the best overview of ASML?
Netflix could be quite interesting, and if the results were worse and the stock fell, I might buy.
The S&P 500 ($^GSPC) is up -10% year-to-date, while $BRK-B stock is already up more than 14%. The current negative sentiment hasn't touched this company much, which is amazing. I'm still invested in the S&P 500, but I'm thinking of buying $BRK-B quietly at a lower price .
What's your take on $BRK-B?
Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on...
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For me, China is a risk because of the politics and the current situation isn't ideal either, so I won't be buying.
There may be too much going on lately and crazy Trump is moving stocks back and forth. In the beginning, stocks were rising and it looked like Trump would help US companies and the markets would rise, but now it is exactly the opposite. Personally I think Trump doesn't want to be seen as the president that made stocks fall and hopefully next year will be better.
What do you...
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It's as you write, Trump wants those stocks to go up and companies to be profitable, but it's just tough right now and in the short term stocks may still fall.
The results were not the best, but the positive is Musk's departure from DOGE, because it can help Tesla a lot and the business will work better.