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Bill Combs
So Spotify's results have been pretty solid and the stock is up solidly this year. For me, it's a fine business and I might buy a little at a lower price, but the price is too high at the moment.
How do you feel about $SPOT-2.1%stock ?
Shares of $RYAAY+4.8% are down more than 15% today following the results. I don't care much for this company. The only stock I find interesting in this sector is $DAL+1.5%.
Do you have $RYAAY+4.8%stock in your portfolio?
![RYAAY](https://media.bulios.com/media/ticker/2153bff5-f40a-4b8d-960d-787b452cb38f.png)
Ryanair Holdings plc
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It's an interesting company among airlines. Low-cost airlines are pretty hot. I don't own any of their stock. I'll take a closer look and if I come to a sensible decision, I'll be sure to let you know.
Which chip companies do you hold in your portfolio?
I only have $ASML+3.0%stock from this sector . I might add $AMD+1.2% to my portfolio at a lower price .
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I only have $TSM+1.0% left. I see a lot of people still have $NVDA+0.7%. Congratulations on what is surely a great assessment.
ASML reported its results today, which I thought were solid. $ASML+3.0% is currently the largest position in my portfolio as it is a great and very high quality company that has a monopoly in this industry. I'm not currently overbought, but if there is a downturn, I'll gladly overbought again.
What do you think of$ASML+3.0%?
![ASML](https://media.bulios.com/media/ticker/941287d4-e432-47ad-9ba6-1639216ee19f.png)
ASML
ASML![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
How do you currently feel about $CVS+4.0%stock ? Are you buying, selling or holding?
In my portfolio ,$CVS+4.0%is currently the most losing position. Fundamentals are not as nice as they used to be and recent results have not been great either. I am currently holding, but I am no longer overbought and will be very interested in the upcoming results.
![CVS](https://media.bulios.com/media/ticker/b8e99089-4ff4-4b07-acb8-6783929a1428.png)
CVS
CVS![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
Next week will be more interesting in terms of results. I will be interested in the results of$UNH+1.8%, $BAC+0.0%, $ASML+3.0% and $NFLX-0.4%.
Which companies will you be interested in?
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Netflixy is going to be a pushover. That's where I think it will be most interesting. Subscribers are what often diminish in the summer as people travel and don't watch movies.
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Shares of $WFC+1.2% fell more than 6% after the results. Currently, the bank's stock seems quite undervalued, and this drop creates an even more solid discount. I'm not buying since I already have $BAC+0.0% in my portfolio , but this is a nice buying opportunity for me.
Hasanyone bought shares of $WFC+1.2%?
![WFC](https://media.bulios.com/media/ticker/ed42cfc9-3b50-4c39-806d-8ce2f7dcaacb.png)
Wells Fargo
WFC![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
I see that $STLA-2.4%stock is down over 10% this year and looks quite undervalued. To me, it's a quality company, but I want to take a closer look at it.
Do you have $STLA-2.4%stock in your portfolio?
![STLA](https://media.bulios.com/media/ticker/56cd0cc4-e1c4-4d8b-b9db-807ffc791c95.png)
Stellantis N.V.
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I don't really like those car companies, but Stellantis is a pretty good company. Buying it might not be a bad choice.
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Shares of $PATH+1.3% fell more than 6% yesterday as the company announced plans to reduce its workforce.
Anyone buying?
![PATH](https://media.bulios.com/media/ticker/e03847ed-20de-4796-8d93-558287eeb846.jpeg)
UiPath Inc.
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Not me :) You have it in your portfolio? I don't follow her much, but I know that usually a reduction in staff is more likely to be good news.
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Shares of $PINK.PR are up more than 19% today after the pill company announced that it has reached an agreement with TCF Capital's Growth Expert s.r.o. to provide up to CZK 80 million in loans to pharmacies. I don't own shares in...
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I don't have them either, and I've never thought about them. I think the chart says it all...
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I bought shares of $OTIS+0.5%a few months ago . Otis is the world's leading manufacturer of elevators and escalators. It's a more expensive stock, and it's certainly not cheap, but I can see the potential.
Doesanyone also have shares of $OTIS+0.5%?
![OTIS](https://media.bulios.com/media/ticker/ccba3b8a-cb5d-48cf-9aac-77742624a742.png)
Otis Worldwide…
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The purchase a few months ago is certainly at a very good price and the position will now be in the black. Nice company. Debt OK, dividend, growth on the horizon.
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But this one got away, it was here a while ago and another quarter is already over :) Definitely the end of the week - banks.
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Yesterday the US stock market rallied nicely and a lot of stocks hit their all-time highs. For example ,$GOOG-0.3%, $AAPL+0.2%, $MSFT+1.6%, $NFLX-0.4% and $META+2.7% allhit their ATHs . I'm not currently buying much over the summer and rather holding, but I'm still riding DCA on $CSPX.L+0.0%.
How do you currently approach stocks? Are you buying, holding or selling?
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For now, it's more of a hold or sell. There will be buying, but when there is a lot more red on the chart.
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Which car companies' shares do you have in your portfolio?
I have $TSLA-0.2% and $P911.DE+1.2%in my portfolio . At a lower price, I might think about buying $RACE+1.9%.
The current trend is truly exemplary. Congratulations to all who have bought. I'm not. But Spotify has been struggling a lot with Apple Music lately. Here in Europe it's pretty much winning, but it's the US that's weaker. They had to raise the price if I'm not mistaken. That's how they got above Apple. Still, the numbers are very good.