Which market do you invest in the most besides the US?
For me it's definitely Europe, mainly $ASML, $MC.PA and I have a little bit in Czech stocks. Eventually I plan to probably include Chinese stocks as well.
How much do you take into account the outlook of companies in your analysis? It's just that such $ASML is not looking bad at all right now price-wise and I came across its outlook this morning which looks pretty good.
Are you buying $ASMLstock now that the price is so low?
Shares of $ASML have been on a tear this year, down several dozen percent since its ATH. The outlook is still very bullish for next year and currently the stock is very undervalued, which is why I overbought this week.
So far in this sector I'm in $LRCX but the price here is already very interesting, I think it's just some reaction and uncertainty of what all is to come from Trump and his cells. But once things calm down I think the price will go up again. The outlook is great and the world just needs this company. 😁 I already have a lot of these technologies in my portfolio but I will probably open a position here as well.
In addition to $ASML, $UNH stock also fell significantly today . Due to lowered expectations, the stock fell more than 7% today. I have $UNH stock in my portfolio, but it's only a small position and I'm not likely to overbuy.
As earnings season gets underway there will be a lot to watch, last week $JPMBank kicked it off nicely by presenting beautiful results above analyst expectations. Let's see what the banks show us this week and they will also be joined by two tech giants along with the world's largest streaming platform. Here I bring you my... Read more
Next week will be very interesting in terms of company results. I will be most interested in the results of $BAC and $ASML, as I have these stocks in my portfolio. But I will also be interested in the results of $TSM, $UNH and $NFLX.
Which companies will you be most interested in next week?
ASML Holding: semiconductor leader with growth potential, but at a premium price! 💡📈
ASML $ASML is a key player in the technology sector, particularly as a major supplier of equipment to semiconductor manufacturers, making it an attractive investment opportunity. Over the past month, ASML stock has seen an increase of +2,6 %. Although the semiconductor equipment sector saw a... Read more
Investors, what is your current investment strategy?
I recently bought into $ASML and $GOOGshares , but otherwise I'm trying not to buy anything and am accumulating cash that I want to have ready for when the bigger dips come.
I didn't buy much into the portfolio. I concentrated more on trading where volatility was high right now. My investment portfolio is pretty full and I'm happy with the prices of most companies, so higher dips would have to come.
Shares of $ASML are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
ASML reported its results today, which I thought were solid. $ASML is currently the largest position in my portfolio as it is a great and very high quality company that has a monopoly in this industry. I'm not currently overbought, but if there is a downturn, I'll gladly overbought again.
I invest mainly in the US and have a little in Europe.