
Bill Combs
LVMH will report its results today. The company hasn't been doing too well lately and other companies in the sector aren't doing much better either. I have a smaller position in LVMH, but once I get into profit, I'll dump the shares.
What results do you expect? Are you invested in the sector?
In your opinion, does it still make sense to invest in Czech shares?
They have been doing quite well overall lately and banks in particular have been paying great dividends. As a Czech, I have a few domestic titles in my portfolio and so far I am satisfied. Specifically, I hold $KOMB.PR, $CEZ.PR and $CZG.PR.
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TSMC has shown great results and is clearly doing well. The stock has risen since the beginning of the year, but the valuation is still not completely overshot.
What do you think of the results? Would you continue to buy at the current price?
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This is a company that is not growing at all and has no potential. The stock is stagnant and the company is not coming up with anything new.
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It's a great company, and after that exaggerated slump, it's growing again. I've got a couple of shares and I don't think the growth is over yet.
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I don't have ETFs in my portfolio and I only invest in stocks because I find it more efficient and the performance of the portfolio is much better.
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There's a lot in there, but for me it's definitely $NFLX and it will be interesting to see the stock reaction to the tariffs today.
Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
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If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️


Nvidia became the most valuable company in the world this week when its market capitalization exceeded $4 trillion. Since the April plunge, $NVDAstock is up more than 70%. I have $NVDA stock in my portfolio and consider it a great company, but I see more potential in $AMD right now .
How far do you think Nvidia can grow?
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I also bet on AMD. They already have better chips and are slowly overtaking Nvidia.

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I would also give it another chance and if the fundamentals change, I would buy a few shares.

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I've been overbought $NVO recently and if Tesla stock drops significantly again, I'd be happy to buy.
I think of it as a long-term investment, so despite the problems, I'll continue to hold on.