Does anyone else have $WBDstock in their portfolio ?
Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see... Read more
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
I did buy $AVGO and $ASML during the downturn, but $AVGO has grown quite a bit since then. Otherwise, $NVO is still terribly undervalued, so I'll be overbought too.
Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?
I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.
Nike announced plans to reduce its reliance on manufacturing in China for the U.S. market. Following the news, the stock rose more than 15%. I held$NKEstock in my portfolio for a while, but later sold it because I don't find it that attractive in the long run and this news doesn't mean any major turnaround yet in my opinion.
Shares of $SOFI are a short distance from their ATH and so far the trend is positive. For me, Sofi is one of the stocks I'm betting on and I expect big growth from it this year.
What do you think of $SOFI? Do you have shares of this company in your portfolio?
The negative news on Novo Nordisk keeps coming and the stock fell another 4% yesterday. So far I am in the red, but I still believe in the company and hope that the trend will turn around.
Do you think $NVO will turn around and start growing again this year?
Shares of $AMD have been rising solidly lately, and were up over 6% yesterday. The company's chips are getting better, already outperforming $NVDA in some respects , and major growth is yet to come. I've been buying below $100 myself and am curious to see where the price will go by the end of the year.
Tesla launched its robotaxi in Austin on Sunday and already the first problems are appearing. According to available videos, the car reportedly drove into the wrong lane and exceeded the speed limit. I'm happy for Tesla and hold the stock in my portfolio, but this is likely to be a much discussed topic and the stock may be volatile in the near term.
The US engaged in an Israeli attack on Iran over the weekend, which is likely to lead to today's stock plunge. Just to be safe, I already loaded cash into my account yesterday and if any stocks drop significantly today, I will be overbought.
What do you think of the US attack on Iran? Are you going to overbought today?
Luxury sector stocks aren't doing well right now and $MC.PA is the lowest it's been since 2020. Even $RMS.PA is cheaper, so I'm wondering if I should buy a bit.
Which luxury sector stocks do you have in your portfolio?
I mentioned here recently that I would never buy $BAstock . However, I find Airbus much more interesting and think it is in a better position. Moreover, the company has recently won orders worth over €21 billion and the long-term performance of the stock looks solid.
Does anyone have $AIR.PAstock in their portfolio? Does Airbus look better to you than Boeing?
Yesterday I came across $RGCstock , which has been rising extremely lately and is already up 48,000% this year, which is insane. I don't have any of these stocks in my portfolio, but as a total speculation with a small amount it could be interesting.
Do you have any similar stocks in your portfolio that are purely speculative?
Shares of $COIN soared more than 15% yesterday as the company applied to the SEC for permission to offer tokenized stock trading. I held the stock in my portfolio for a time, but then sold it at a profit and moved the money into a bitcoin ETF.
If there was an opportunity and the stock dropped significantly, I would take a position. But these companies are obviously going to do pretty well right now.
Does anyone have telecom stocks in their portfolio? If so, why?
I'm familiar with stocks like $VZ, $T, and $TMUS, but I don't think they are very interesting investments. The main growth has already passed these companies and apart from a decent dividend I find them uninteresting and often loss making.
Which company in your portfolio do you think has the biggest competitive advantage?
For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.
I did buy $AVGO and $ASML during the downturn, but $AVGO has grown quite a bit since then. Otherwise, $NVO is still terribly undervalued, so I'll be overbought too.