Walgreens Boots Alliance $WBA-1.4% is a company focused on pharmacies with a divi of around 5.5%. I've always felt it was one of the aristocrats, but its stock has been going down the last few years. Do you think it will recover yet? Is it because there is a lot of the world focused on online orders now? 🤔

Walgreens Boots Alliance…

WBA

$31.42 -$0.43 -1.35%

Capital Structure

Market Cap

27.1B

Enterpr. Val.

63.6B

Valuation

P/E

-8.6

P/S

0.2

Dividends

Yield

6.1%

Payout

-50.0%

Do you own $BRK-B-0.2%? I've always been in favor of indexes where I peek continuously, but $BRK-B-0.2% is quite tempting :)

Berkshire Hathaway Inc.

BRK-B

$335.29 -$0.66 -0.20%

Capital Structure

Market Cap

734.4B

Enterpr. Val.

831.3B

Valuation

P/E

96.9

P/S

2.1

Dividends

Yield

-

Payout

-

What percentage of your portfolio is REITs? I only have Reality Income $O+0.1% and WP Carey $WPC and they take up about 11.5%.

Realty Income Corporation

O

$60.91 $0.05 +0.08%

Capital Structure

Market Cap

41.0B

Enterpr. Val.

61.2B

Valuation

P/E

42.9

P/S

11.8

Dividends

Yield

4.9%

Payout

209.2%

Have a nice Tuesday,

I see this week as more of an observation week. A lot of stocks of interest to me are more at their highs like $AAPL+0.2% (although it went down slightly after the conference). And the ones that went down a bit like $DIS-0.6% I overbought in May.

Are you going to overbought something, take profits, or are you having more of an observation week too?

Apple Inc.

AAPL

$180.96 $0.39 +0.22%

Capital Structure

Market Cap

2.8T

Enterpr. Val.

2.9T

Valuation

P/E

30.5

P/S

7.4

Dividends

Yield

0.5%

Payout

15.8%

Who's going to be watching the $AAPL+0.2% conference today?

Apple Inc.

AAPL

$180.96 $0.39 +0.22%

Capital Structure

Market Cap

2.8T

Enterpr. Val.

2.9T

Valuation

P/E

30.5

P/S

7.4

Dividends

Yield

0.5%

Payout

15.8%

There's a lot of talk about $NIO-0.6% right now. I like the company, and the way it's pushing electric vehicle charging seems cool to me. Honestly though, I still struggle with avoiding the Chinese market. I still feel like if the government makes a negative decision there, it could have a huge impact on $NIO-0.6% stock. Do you feel the same way or is it a needless worry?

NIO Inc.

NIO

$7.73 -$0.06 -0.77%

Capital Structure

Market Cap

13.0B

Enterpr. Val.

93.0B

Valuation

P/E

-6.1

P/S

1.9

Dividends

Yield

-

Payout

-

In our country, shops are closed today thanks to the holiday, but the world markets are still going. I'm curious to see the results of Disney $DIS-0.6%. What do you expect to hear about this week's results?

The Walt Disney Company

DIS

$91.93 -$0.60 -0.65%

Capital Structure

Market Cap

168.0B

Enterpr. Val.

206.1B

Valuation

P/E

40.3

P/S

1.9

Dividends

Yield

-

Payout

-

What markets are you currently focusing on? I mainly focus on USA, UK, Czech Republic

As part of paying for the accommodation at $ABNB+2.0%, I had to see how their stock was doing. They still haven't gotten out of the covid slump, yet their Q1 results weren't that bad. For me, it's a great service. Do you think they will be able to get to the same numbers as before the covid?

Airbnb, Inc.

ABNB

$117.86 $2.36 +2.04%

Capital Structure

Market Cap

75.4B

Enterpr. Val.

69.6B

Valuation

P/E

39.4

P/S

8.7

Dividends

Yield

-

Payout

-

Hi, I've been thinking a lot lately about how best to diversify. ETFs, indices, big tech stocks, gold and rental properties in CR...that's where I've ended up for now.

What else are you focusing on or want to focus on? 🤔

Hello, how do you see $VICI-0.2%? I don't have it in my portfolio yet, but it has been recommended many times and is not at a bad price at the moment.

VICI Properties Inc.

VICI

$32.30 -$0.05 -0.15%

Capital Structure

Market Cap

32.4B

Enterpr. Val.

48.8B

Valuation

P/E

22.4

P/S

10.6

Dividends

Yield

4.7%

Payout

98.4%

There is a lot of talk about $TSLA+4.1% and buying their stock in the EV space. I'm quite a fan of $VWA.BR, it seems to me that they could be pretty good competition for $TSLA+4.1% and that could be reflected in future VW stock growth.

How do you see $VWA.BRvy?

Volkswagen AG

VWA.BR

$154.95 -$0.25 -0.16%

Capital Structure

Market Cap

69.2B

Enterpr. Val.

-

Valuation

P/E

5.9

P/S

-

Dividends

Yield

-

Payout

-

I am interested in your opinion on Kimberly-Clark $KMB-0.2%. One thing is that it has a nice divi, the other is the upside potential, it seems pretty high priced to me right now and I'm kind of wondering if it's going to go more just sideways.

Do you also focus on the dividend or just the potential growth of share prices when creating your portfolio? Of course, it's best to do both.

Have a nice Sunday,

this week I bought $MMM-0.8% and finally $DIS-0.6%? Do you have anything interesting in your sights right now that would be worth watching in the coming week and overbought or, conversely, avoiding the arc?