

Bill Combs


I haven't had many interesting companies on my watchlist in the last couple of months, but recently ON Semiconductor caught my eye. It makes chips for automakers like Tesla, GM, Hyundai, Ford and VW. While it's not in an ideal situation right now and its results aren't great, it has quite a bit of potential and the stock is cheap right now.
What's your take on $ON?
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I don't have one in my portfolio at night and I only invest once. If I wanted to invest regularly, I would choose SP500.
Have you ever been affected by the FOMO effect? If so, in which investment or stock?
I got influenced by it in the beginning mainly in $NKE and $CVS. I did what everyone else was doing and was afraid of being left behind - which was a mistake. But I've taken a different approach over the last year, and I'm trying to be guided mostly by facts, not sentiment.
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It will probably affect everybody to some extent, but it's important to really look at the fundamentals and the numbers.
What do you think of Intel's results? Does anyone else have $INTCstock in their portfolio?
I think the results were not too bad, but the company is still not doing well (detailed info is in flash news). I never had$INTC stock in my portfolio and I would definitely not invest in this company now.
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I'm staying out of it and I'm just gonna watch it. In the end, the new CEO isn't changing much yet.
Do you have tobacco company stocks in your portfolio?
These dividend stocks are doing quite well this year, as $MO, $BTI and $PM are up more than 10% since the beginning of the year. Last year I had $MO in my portfolio and was very happy, but this year I sold the dividend stocks and bought growth stocks.
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I don't have dividend stocks in my portfolio, but if I had to make a decision and pick something it would be $MO.
What do you think of Tesla's results?
The results missed expectations and almost all items posted a loss. Still, $TSLAstock is up 5% in the after market, ostensibly due to Musk announcing that he'll be pulling out of DOGE next month to focus more on Tesla. I've already bought the stock this year and have pretty mixed feelings about these results.
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I am definitely not changing my mind and will still hold the stock. But Robotax will help the company a lot.
Shares of BlackRock, the world's largest investment asset manager, have already fallen more than 16% since the start of the year, which is not very common for such a firm. Overall, I find financial sector stocks cheap right now and see this as an interesting opportunity.
Are you buying shares of $BLK? Do you have any stocks from this sector on your watchlist right now?
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The growth of $HTZstock continues unabated. The stock is up 136% in the last month alone, which is pretty solid for a car rental company. The news of Pershing Square's large stake in Hertz is behind the growth. I won't be investing in it anymore, but other car rental companies may be interesting.
What do you think ofthis growth in $HTZstock ?
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It's extremely expensive now and I definitely wouldn't invest in it and a correction needs to come soon.
It's starting to get pretty exciting and this week is going to be very interesting in terms of results. For me, the most important results will definitely be $TSLA, $GOOG and $INTC. If the stock continues to fall, I'll be overbought.
Which companies' results will you be interested in? And what stocks are you planning to buy?


Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you...
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I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.

Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
Does anyone have...
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I'd rather focus on individual car companies. I'm waiting for $TSLA to drop below $200.

Shares of $ASML are down 6% today after earnings. I think the results were good and the company should have solid growth over the long term. I already have a large position, so I won't be overbought, but the stock looks cheap to me right now.
What do you think of the results? Will you be overbought after the drop?
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From Europe it's definitely one of the best companies, but for me $AMD is more interesting right now.

Which stock has caught your eye most recently - and why?
For me, it would be Trade Desk, which provides a platform for buying digital advertising. Shares of $TTD are down more than 50% this year, but the fundamentals remain great and the company has a lot of room to grow over the long term.
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How do you determine a fair share price? Do you have your own spreadsheet for this, or do you estimate it from a chart?
I used to do a lot of calculations via spreadsheet, but now it doesn't make much sense to me. As far as fair prices go, Bulios helps me with that now. Otherwise, sometimes I don't really care about the fair price and buy on a significant correction, like $TSLA ...
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Nowadays this company may have a huge potential, but now they have some problems and the stock is very undervalued.