Earnings season is still going on and some interesting companies will report results this week. I will be most interested in the results of $JD, $BABA and $WMT.
Which companies' results will you be interested in?
For me, it would definitely be $AMZN, $TTD and $NVO. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.
Shares of $CRWD are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.
Will you be overbought on$CRWDstock , or do you think it's getting expensive?
Investors, how did you get into investing? What was the first step that led you to it?
I first got interested in investing when I was listening to a podcast about the S&P 500. I then started investing regularly using the DCA method in ETFs, got hooked, and later switched to individual stocks.
Rivian's results were quite good and exceeded expectations. The company is still not profitable, but it strikes me as a great company with a lot of potential. I probably wouldn't take a big position, but I'd probably buy a few shares.
Are you familiar with Rivian? Do you have shares of $RIVN in your portfolio?
Recently I have been thinking about adding some Chinese stocks to my portfolio. So far I have only bought $BABA and have $BIDU and $BY6.F on my watchlist .
The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD or $AMZN, but I'm getting more cautious and accumulating cash.
I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG$AMZN$NVDA. I see, as with you Luky, one more time then $TTD was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".
As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.
Which companies' results will you be interested in?
The stock is up more than 50% since the beginning of the year and it is clear that it is doing well again after a long time. I sold the stock at a loss last year. Of course, it's not pleasant to see them rise after I sold them, but I still don't like the fundamentals and I won't be buying the stock again.
Apple's results may have exceeded expectations, but I don't feel good about it. Tariffs are gradually starting to be reflected in the results and growth is slowing. I still hold $AAPLstock in my portfolio, but I sold some of it last week and moved the money into other stocks.
Does Apple still look like an interesting investment to you?
I've been looking at different brokerage firms and their stocks recently, and I've been surprised at how strongly they've been rising. For example, $IBKR or $XTB.WAhas been a very solid performer . $HOOD is also interesting . I'm adding $XTB.WA to my watchlist right now and would happily buy at a lower price.
The results have not been very good and frankly I don't see any positive factors that would indicate that the company will do well and grow. I see$SBUX as a value stock, but an uninteresting one that I will definitely not be investing in.
I haven't had many interesting companies on my watchlist in the last couple of months, but recently ON Semiconductor caught my eye. It makes chips for automakers like Tesla, GM, Hyundai, Ford and VW. While it's not in an ideal situation right now and its results aren't great, it has quite a bit of potential and the stock is cheap right now.
Have you ever been affected by the FOMO effect? If so, in which investment or stock?
I got influenced by it in the beginning mainly in $NKE and $CVS. I did what everyone else was doing and was afraid of being left behind - which was a mistake. But I've taken a different approach over the last year, and I'm trying to be guided mostly by facts, not sentiment.
I've been buying mostly $AMD now, and a month ago I established a position in $SOFI.