Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
Do you still consider $AAPL a growth stock?
I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.
How do you see it? Are you buying $BRK-B at a discountright now ?
Hey, I'm thinking about it too, but I'm holding back for now. I realize it may not get there at all, but I would like a price somewhere around $400, after all, Buffett won't be around much longer, as of the new year the company will be going purely without him, and I'm not saying he's the only one who can do it, but without him I think the company will lose some popularity and interest which could lead to a sell-off, and most importantly, by the next few years I don't think there will be as much growth and I see it more as a kind of "insurance policy" in the portfolio. 😊
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
The stock is extremely overpriced and it doesn't make sense to me to buy it now.
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
What do you think is the difference between investment and speculation?
To me, an investment is something that has fundamentals and intrinsic value backed by numbers. I invest with the belief that it makes sense in the long run.
Speculation is the opposite for me. It's more of a bet that sentiment will change or that results will improve in the future, but it has no value now.
This week has been pretty interesting overall and a lot has happened. Some stocks have fallen significantly, which has also created interesting opportunities. I bought into $AMZNafter the drop and put some money into BTC as well.
What stocks are you buying now? Where do you see interesting opportunities?
That $NVO is obviously very cheap and the fundamental remains the same, so I'll be overbought.
Shares of $NIO soared 10% yesterday after the company launched a new SUV. They've been doing well lately and the stock is already up more than 30% in the last month. Many investors are still losing money on this stock, but sentiment may be starting to turn and the stock could continue to rise.
Do you still hold shares of $NIO? Are you still in the red, or have you already taken...
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For me, China is still a big risk and I don't trust those companies, so I prefer to focus on those European car companies.
Shares of $SOFI ended yesterday with only a +6% gain after strong results. However, after the market closed, the company announced a public stock issuance of approximately $1.5 billion, sending the stock down 8%. It's not ideal and I'm not happy about it, but I believe the stock will bounce back soon.
What do you think? Do you think it's the right move?
They need the money, and such a correction doesn't matter at all because the stock will come back quickly.
I sometimes think about including aerospace stocks in my portfolio, but I can never decide if they are cheap or expensive. Both $UAL and $DALstocks have fallen nicely this year, but even so, they don't look cheap to me.
Do you find $UAL and $DALstock fairly priced, or would you wait to buy?
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SoFi will be reporting results this week and I'm curious to see how it plays out and what the stock reaction will be. I have a fairly large position and unless fundamentals change, I will continue to hold despite the high valuation.
What do you expect from $SOFI'sresults ? Does it still seem reasonably valued to you?
Do you prefer growth or dividend stocks?
Personally, I definitely prefer growth stocks because I still have plenty of time and can afford to take more risks. Dividend stocks don't make sense to me at a young age and I will invest in them when I am much older.
I have both growth and dividend stocks in my portfolio. I definitely want to outperform the SP500, but the dividend stocks are fine for diversification and portfolio stability.
Investors, which sector do you understand best and why?
I mainly focus on technology and semiconductor companies. It's a sector that I enjoy, and I've been watching all sorts of technology and videos about it for a few years now.
For me, it's definitely technology too, because I've been working in this industry for a long time.
I have not trusted this company for a long time and it is more of a trap. The company won't recover and the new CEO hasn't done much either.
I don't have any shares in my portfolio and probably won't buy any. This sector is very complex and also the $NVO thing is more interesting right now.