Investors, what stocks and ETFs have you bought or sold recently and what stocks are you looking to buy or sell?
I like every month bought $SPY, $MO and $CVSandthis week I still bought part of $ASML stock. I'm not selling anything yet but next week I plan to sell off part of $MMM stock and otherwise hoard cash for any dips.
Yesterday, CVS Caremark reported the results. The results were solid and exceeded expectations and the stock responded with a 6% increase. I have grown very fond of $CVS stock and am enjoying it, and since CVS stock is currently undervalued, I am building a larger position in the stock in my portfolio and adding to it each month.
How do you view this company and do you have... Read more
Investors, which company's results surprised you the most this week and which company's results are you looking forward to next week?
I was certainly pleased with $GOOGL's results and surprised by $MMM's results as I was expecting much worse given the situation they are currently in. As for next week, I'm looking forward to and interested in the results of $PFE, $CVS, $SBUX, $AM... Read more
Investors, the pharmaceutical company Johnson & Johnson reported results today and the results beat expectations. Overall, I see potential in pharmaceutical and medical device companies and I like to invest in them. I already have $CVS in my portfolio and plan to add $PFE to my portfolio. I would like to add $JNJ to my portfolio, but it is at a high price and I fear it will be... Read more
$JNJ is probably a fine company too, such a classic. I already have $PFE and $CVS, so I'm not thinking about it though, I'd rather build those positions.
I own one too and true, now that I read it, it's a really popular stock. Well, let's hope it's not just another "popular" flop. Nah, I'll add to the opinions that yes, if nothing goes wrong, it will definitely be elsewhere, higher, in those 2 years. 😊
A summary of the news over the last few days around the US.
Recession, recession, recession. We hear it over and over again, even if you plug your ears. I've been hearing it a lot lately, so let's see what the situation is. Recent statements from economic strategists.
The companies you listed have been on sale for a long time. I guess I'm fine with this situation, I'll just keep shopping cheap. I bought another $PFE today. Thanks for the recap!
What sector are you primarily focused on and what sector do you see the most potential in???
My main focus lately has been on the healthcare sector, as I see huge potential there. I think the healthcare sector is still moving forward and will grow even more in the future.
When I look at how many people have some health problems and medicine is needed more and more, or how many... Read more
I understand the tobacco industry the most. Next would probably be the automotive industry, where I currently have only one representative. I also have quite a bit invested in the healthcare sector, although I don't move much in it. Then maybe 1 piece of each for diversification, my portfolio is constantly changing.
Charlie Munger and his view of healthcare in the US.
Charlie, a friend, partner of Warren, has recently been vocal about his concerns about US healthcare, literally stating that it is a system that prolongs death to make more money and comparing patients to African carcasses. 🤔
I would like to know what dividend stocks you have in your portfolio and if you would like to add any dividend stocks to your portfolio.
I have $CVS, $MMM and quite a few $MO stocks in my portfolio. For now, I plan to continue to add to these stocks. However, I would like to include a few more dividend stocks like $PEP, $PG, or maybe $T in... Read more
Health insurer stock prices fell today after UnitedHealth($UNH) said the number of surgeries for adults age 65 and older increased more than expected over the past two months. Health insurers have benefited from delaying non-urgent surgeries due to the COVID-19 pandemic and staffing shortages at hospitals.
For example, the popular $CVS here fell less than 6%. An opportunity to... Read more
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