The S&P 500 ($^GSPC0.7%) is up -10% year-to-date, while $BRK-B1.4% stock is already up more than 14%. The current negative sentiment hasn't touched this company much, which is amazing. I'm still invested in the S&P 500, but I'm thinking of buying $BRK-B1.4% quietly at a lower price .
Charter Communications shares $CHTR, one of the largest cable and broadband internet providers in the US, have risen 25% over the past year. But analysts believe the rally isn't over yet - according to KeyBanc Capital Markets, the stock still has room for another 39% growth.
The high forward yield implies an attractive valuation relative to expected earnings.
Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on... Read more
✈️ Delta Air Lines is slowing down! Delta Air Lines $DALCEO ,Ed Bastian, isn't worried about it and leaned into Trump: tariffs and uncertainty in global trade are hurting business. Delta, still considered one of the most profitable players in the airline industry, is pulling back its 2025 outlook and reassessing capacity expansion.
Weakening demand, weaker bookings, declining... Read more
In an uncertain macroeconomic environment, as markets react to the risk of recession, higher tariffs and inflationary pressures, comes Charles Schwab $SCHW as a stable player with an attractive combination of defensive and upside potential. Morgan Stanley has responded by raising its recommendation to "overweight," which implies an above-average expected return relative to the... Read more
There may be too much going on lately and crazy Trump is moving stocks back and forth. In the beginning, stocks were rising and it looked like Trump would help US companies and the markets would rise, but now it is exactly the opposite. Personally I think Trump doesn't want to be seen as the president that made stocks fall and hopefully next year will be better.
It's as you write, Trump wants those stocks to go up and companies to be profitable, but it's just tough right now and in the short term stocks may still fall.
📈 Health insurance companies are reviving - higher Medicare Advantage reimbursements have brought strong growth! The U.S. health insurance sector is posting strong gains today after the administration announced an unexpectedly large increase in Medicare Advantagereimbursements for 2026.+2,2 % the final increase of 5,06 %which was welcomed by the sector as a very positive boost... Read more
The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.
📉 Financial sector under pressure! While the beginning of the year suggested that US banks might finally experience a calmer period, recent developments on the geopolitical front have brought a sharp reversal. Donald Trump's administration's sweeping tariff offensive immediately shook the market. The result was the biggest sell-off in bank stocks in months.
Bitcoin fell below $80,000 yesterday and has already lost 17% since the beginning of this year. I think this creates quite an interesting opportunity at the moment, so I'll definitely be overbought today.
📆 Investment outlook for this week! This week will be rich with crucial economic data, political momentum and results from banking giants to kick off our earnings season.
📋 Wednesday Trump's new tariffs - New trade restrictions are expected to be announced. Markets weigh their impact on global supply chains and the inflation outlook.
FOMC meeting minutes - Investors will be looking... Read more
FuboTV: From outsider to potential streaming leader
FuboTV $FUBO went through a rough patch in 2024, but thanks to a strategic alliance with Hulu+ Live TV (Disney), the tables have turned in 2025. The stock has more than doubled in value, and the company is poised to become a stable and strong investment for the future.
Mistakes in investing are not a very popular topic, but they belong to it and one can learn a lot from them. My main mistakes were, for example, that I started investing according to analysts or youtubers and chose stocks mainly according to their past growth.
What mistakes did you make in the beginning or during the investing process?
📱 Apple, tariffs and margin pressure! Apple shares $AAPL plummeted by more than 16 %! The reason is the new wave of tariff measures announced by the US administration led by Donald Trump. Flat 10% tariffs on all imports, complemented by targeted, significantly higher tariffs on goods from China, Vietnam, India, Malaysia, Thailand and even the EU, is fundamentally changing the... Read more
Apple is still a quality and great company, but this changes quite a few things. It's entirely possible that that growth will slow down a lot, and if Trump doesn't calm down, it's going to be uncomfortable for Apple in the long run.
We all know it was mostly tech stocks that fell yesterday, but I was very surprised by the drop in $BAC and $JPM. Bank of America stock was down more than 11% yesterday. I have $BAC in my portfolio and I'm happy, but I may overbuy now after the drop.
Will anyone be overbuying bank stocks after the drop too?
The S&P 500 ($^GSPC0.7%) is up -10% year-to-date, while $BRK-B1.4% stock is already up more than 14%. The current negative sentiment hasn't touched this company much, which is amazing. I'm still invested in the S&P 500, but I'm thinking of buying $BRK-B1.4% quietly at a lower price .
What's your take on $BRK-B1.4%?
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I have both SP500 and $BRK-B1.4% and I am happy. It's true that I'm not at that big of a loss right now thanks to $BRK-B1.4%.
Charter Communications shares $CHTR, one of the largest cable and broadband internet providers in the US, have risen 25% over the past year. But analysts believe the rally isn't over yet - according to KeyBanc Capital Markets, the stock still has room for another 39% growth.
Read more
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I've had $VZ stock in my portfolio for a while now and the growth isn't great. The only reason I still hold this stock is the high dividend.
Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on...
Read more
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For me, China is a risk because of the politics and the current situation isn't ideal either, so I won't be buying.
✈️ Delta Air Lines is slowing down!
Delta Air Lines $DALCEO , Ed Bastian, isn't worried about it and leaned into Trump: tariffs and uncertainty in global trade are hurting business. Delta, still considered one of the most profitable players in the airline industry, is pulling back its 2025 outlook and reassessing capacity expansion.
Weakening demand, weaker bookings, declining...
Read more
Zobrazit další komentáře
For me, this sector is too risky because it's a very cyclical environment and these stocks are quite volatile.
In an uncertain macroeconomic environment, as markets react to the risk of recession, higher tariffs and inflationary pressures, comes Charles Schwab $SCHW as a stable player with an attractive combination of defensive and upside potential. Morgan Stanley has responded by raising its recommendation to "overweight," which implies an above-average expected return relative to the...
Read more
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It's a great stock for diversification, but the valuation is pretty high right now, so I'd rather wait for a better price.
There may be too much going on lately and crazy Trump is moving stocks back and forth. In the beginning, stocks were rising and it looked like Trump would help US companies and the markets would rise, but now it is exactly the opposite. Personally I think Trump doesn't want to be seen as the president that made stocks fall and hopefully next year will be better.
What do you...
Read more
Zobrazit další komentáře
It's as you write, Trump wants those stocks to go up and companies to be profitable, but it's just tough right now and in the short term stocks may still fall.
📈 Health insurance companies are reviving - higher Medicare Advantage reimbursements have brought strong growth!
The U.S. health insurance sector is posting strong gains today after the administration announced an unexpectedly large increase in Medicare Advantagereimbursements for 2026.+2,2 % the final increase of 5,06 %which was welcomed by the sector as a very positive boost...
Read more
Zobrazit další komentáře
The companies are doing well now and I'm already making nice profits. I'm up about +40% on $CVS right now.
Will anyone be buying $NVDAstock again ?
The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.
Zobrazit další komentáře
I'm shopping for that $AMD now and I might buy some more. We'll see how these companies do now.
📉 Financial sector under pressure!
While the beginning of the year suggested that US banks might finally experience a calmer period, recent developments on the geopolitical front have brought a sharp reversal. Donald Trump's administration's sweeping tariff offensive immediately shook the market. The result was the biggest sell-off in bank stocks in months.
Since last week:
Citig...
Read more
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That's a pretty solid drop. I'm not buying bank stocks yet, but I'm buying $SOFI too.
Bitcoin fell below $80,000 yesterday and has already lost 17% since the beginning of this year. I think this creates quite an interesting opportunity at the moment, so I'll definitely be overbought today.
Are you also planning to...
Read more
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Bitcoin is too volatile for me and given the current situation I wouldn't be surprised if it drops below $70,000.
📆 Investment outlook for this week!
This week will be rich with crucial economic data, political momentum and results from banking giants to kick off our earnings season.
📋 Wednesday
Trump's new tariffs - New trade restrictions are expected to be announced. Markets weigh their impact on global supply chains and the inflation outlook.
FOMC meeting minutes - Investors will be looking...
Read more
Zobrazit další komentáře
We'll see how it goes on Thursday and I'll definitely be watching those results too.
FuboTV: From outsider to potential streaming leader
FuboTV $FUBO went through a rough patch in 2024, but thanks to a strategic alliance with Hulu+ Live TV (Disney), the tables have turned in 2025. The stock has more than doubled in value, and the company is poised to become a stable and strong investment for the future.
Key changes that have turned the tide:
The merger with...
Read more
Zobrazit další komentáře
Interesting business and the stock is rising really nicely, but I'd rather invest in $DIS.
Mistakes in investing are not a very popular topic, but they belong to it and one can learn a lot from them. My main mistakes were, for example, that I started investing according to analysts or youtubers and chose stocks mainly according to their past growth.
What mistakes did you make in the beginning or during the investing process?
Zobrazit další komentáře
I didn't study as much fundamentals and business of companies and took maybe more risks than I should have.
📱 Apple, tariffs and margin pressure!
Apple shares $AAPL plummeted by more than 16 %! The reason is the new wave of tariff measures announced by the US administration led by Donald Trump. Flat 10% tariffs on all imports, complemented by targeted, significantly higher tariffs on goods from China, Vietnam, India, Malaysia, Thailand and even the EU, is fundamentally changing the...
Read more
Zobrazit další komentáře
Apple is still a quality and great company, but this changes quite a few things. It's entirely possible that that growth will slow down a lot, and if Trump doesn't calm down, it's going to be uncomfortable for Apple in the long run.
We all know it was mostly tech stocks that fell yesterday, but I was very surprised by the drop in $BAC and $JPM. Bank of America stock was down more than 11% yesterday. I have $BAC in my portfolio and I'm happy, but I may overbuy now after the drop.
Will anyone be overbuying bank stocks after the drop too?
Zobrazit další komentáře
The drop is really big. I might buy $BAC, but I still find $SOFI very interesting.