Bill Combs

I see that $LMTstock has been down a lot lately. For me a great company that still has potential and the stock is getting to an interesting price in my opinion, but I won't be buying just yet.

Anyone buying $LMTstock at current prices?

What do you think of today's 20% drop in $NVOstock ? Will you buy?

Novo Nordisk's shares fell sharply today following news that the weight-loss drug CagriSema achieved lower than expected efficacy in trials. I don't have $NVOstock in my portfolio, but I want to focus on this company now.

Are you still holding $CVSstock ?

The stock has already fallen several tens of percent this year and the fundamentals don't look good to me at all. I have a smaller position and plan to still hold, but a lot will also depend on the next earnings.

Which market do you invest in the most besides the US?

For me it's definitely Europe, mainly $ASML, $MC.PA and I have a little bit in Czech stocks. Eventually I plan to probably include Chinese stocks as well.

In which markets/countries do you invest the most in stocks?

I definitely have the most US stocks in my portfolio, but Europe is also a significant part of my portfolio and I have a little bit in Czech stocks.

Shares of $TSLA were up another 6% yesterday. The stock is up over 89% since the beginning of the year and over 145% in the last 6 months. I recently sold off some of it, but I still hold most of it and am currently in profit some 115%.

How much of a profit on $TSLAstock do you have? Are you selling or still holding?

Which Magnificent 7 company do you currently see the most potential and room for growth?

For me, definitely $GOOG, as this stock is the cheapest of the seven. Plus, they have projects in the works with a lot of potential. The lower share price right now, in my opinion, is largely due to litigation and lawsuits with the authorities, but that could change by next year. After $GOO...
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Investors, which stock do you hold, or have you held the longest of all?

I don't invest that long, so it's not that interesting for me, but the stock I've held the longest in my portfolio is $AAPL (about 3 years).

I've been toying with the idea of buying $BABAstock lately . Granted, it's a Chinese company, which I hate to see, but $BABA seems pretty interesting to me right now. The stock is really cheap, the fundamentals look good, and the outlook for the future is positive.

How do you approach $BABAstock ?

Shares of $WBD jumped more than 15% yesterday (more in Flash News). Overall, the company has been doing quite well lately, with shares up several dozen percent over the past few months . I had shares of $WBD in my portfolio a while ago, but sold due to uncertain developments and fundamentals.

Do you have shares of $WBD in your portfolio?

Shares of $GOOG are up more than 4% today and have formed a new ATH. The price is slowly approaching $200, so we'll see if the stock exceeds that price before the end of the year. Google makes me happy and it's currently one of my biggest positions. There has been some talk lately about some possible split, but I believe and hope it doesn't happen.

How do you currently perceive...
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At what price would you buy shares of $DE?

I've had Deere on my watchlist for a while now, but the price is still high for me. Recent results have not been good at all, but ironically the stock has subsequently risen. I'm not expecting any super big drop, so around $400 I would already start thinking about buying.

What do you think of $P911.DEstock ?

I have a smaller position in my portfolio and am currently in a significant loss position, yet I plan to hold the stock. Shares of $P911.DE were briefly mentioned by Michal Semotan on Bulios Invest Night . According to him, Porsche's worst is behind it and the stock should recover over time. I completely agree with this opinion, which is why...
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On Wednesday, the CEO of UnitedHealth was shot and killed. Ironically, the stock subsequently rose by about 3%, but since Wednesday, the stock is down 10%. It's definitely a sad event, however the stock is now down significantly and I'm thinking of overbought.

What do you think of this news? Are you overbought $UNHstock with the current decline?

Today, along with Bitcoin, and following the 100k per BTC threshold, $COINshares are also rising by around 6%. I've had $COIN shares in my portfolio for a while now, but I won't sell yet and will hold.

How do you currently feel about $COINstock ? Are you selling or holding?