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