A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
📅 This week's key events! Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday Fed Chairman Powell's Speech - What is his view on the current state of the US economy? 🏭 ISM Manufacturing PMI - An indicator of the current health of the industry. 💼 JOLTS Job Openings - An important... Read more
Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?
I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.
Nike announced plans to reduce its reliance on manufacturing in China for the U.S. market. Following the news, the stock rose more than 15%. I held$NKEstock in my portfolio for a while, but later sold it because I don't find it that attractive in the long run and this news doesn't mean any major turnaround yet in my opinion.
Shares of $SOFI are a short distance from their ATH and so far the trend is positive. For me, Sofi is one of the stocks I'm betting on and I expect big growth from it this year.
What do you think of $SOFI? Do you have shares of this company in your portfolio?
The forgotten cloud leader with a 20% return on capital and a dividend on top
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
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A month ago I was buying cheap $NVDA and now I'd rather save my money for the next drop.
Nike ends fiscal year 2025 with deep revenue decline and launches "Sport Offense" strategy
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
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Frankly, I'm not looking for such shares yet, and I don't want to, because it might not turn out well.
Archer Aviation: air taxis closer to reality than science fiction
🚀 Company background and vision
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For me, this is more of a sci-fi thing, so it's not really appealing to me.
Micron | 3Q FY2025: Record sales, growth in AI memory and strong cash flow
📅 This week's key events!
Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday
Fed Chairman Powell's Speech - What is his view on the current state of the US economy?
🏭 ISM Manufacturing PMI - An indicator of the current health of the industry.
💼 JOLTS Job Openings - An important...
Read more
Zobrazit další komentáře
I've also read that there's supposed to be a law being passed and it's not certain if it will be passed, so that could be interesting.
Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?
I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.
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I honestly don't care that much and if I wanted to invest in it somehow I would just buy ETFs.
9% dividend. P/E under 10. And yet in the market's disfavor.
What do you think about the growth of $NKEstock ?
Nike announced plans to reduce its reliance on manufacturing in China for the U.S. market. Following the news, the stock rose more than 15%. I held$NKEstock in my portfolio for a while, but later sold it because I don't find it that attractive in the long run and this news doesn't mean any major turnaround yet in my opinion.
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That growth means nothing and Nike still has a lot of problems. I'm glad I don't have $NKE stock in my portfolio.
US
Shares of $SOFI are a short distance from their ATH and so far the trend is positive. For me, Sofi is one of the stocks I'm betting on and I expect big growth from it this year.
What do you think of $SOFI? Do you have shares of this company in your portfolio?
Zobrazit další komentáře
I had the stock on my watchlist, but I slept on the opportunity and will now wait again for a better price.