How do you feel about $UBER-1.3%stock ?
I think it's a great company and the business has done well. Uber has now expanded its partnership with Waymo again. But the stock is high enough to buy right now. I'll be happy to use their services on vacation, but I don't want $UBER-1.3%stock in my portfolio.
Investors, what is your current investment strategy?
I recently bought into $ASML-1.6% and $GOOG+0.4%shares , 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 $ADBE-2.9% are down 9% following the results. I have to say that this company has never really impressed me and it's clear that they are not doing well this year.
What's your take on $ADBE-2.9%?
I got a tiny little position here for $435. It's currently high for me to buy.
Today, $MRNA+1.3%stock is down more than 17% (More in flash news), which is already a pretty significant loss. Overall, this company's stock has been down quite a bit lately. I own shares of $PFE+2.7%from this sector and would like to sell them, but I'm still in for a big loss there.
Does it make sense for you to invest in $MRNA+1.3% or $PFE+2.7%stock ?
So the message was that it would reduce research costs and look for a path to profitability. Nobody wants to hear that, and the decline is justified. On the other hand, their technology has a future and the collaboration with Merck on cancer vaccines may be gamechanging. It can if it doesn't go bankrupt first it just 🚀/⚰️.
What stock has caught your eye the most recently? And why?
I've only been buying stocks that are already in my portfolio lately. However, I have had $SQ+2.8%stocks on my watchlist for a while now, and I would like to focus more on them.
I'm in a similar position to you. I'm also saving cash to take advantage of bigger purchases.
Yesterday, $PLTR+2.0%stock jumped 16%. I've never cared much for the company, but that's probably a mistake. But now the price to buy is high.
Do you have $PLTR+2.0%stock in your portfolio?
So shares of $GOOG+0.4% are already under $150. It's down 9% in the last 5 days . For me, it's already an interesting opportunity and the discount is really nice, so I bought in today.
Are you already buying $GOOG+0.4%stock ?
Now the price is right at the important= threshold of $150 per share. If we look lower today, I'll take some intraday trade, but everything will depend on inflation.
I've got 25 positions in my portfolio, but I'm going to want to reduce that. The ideal would be 20 positions.
Shares of $AI+1.2% were down as much as 16% yesterday (more in Flash News). I honestly don't know the company very well and don't know exactly what it does.
Would it make sense for you to invest in $AI+1.2%?
Shares of $ASML-1.6% are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML-1.6% is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
Did you also buy into $ASML-1.6%stock ?
ASML looks interesting and the business is great. I'll probably add their stock to my portfolio soon.
It doesn't look good with Intel at all. Since the beginning of the year, the stock is down nearly 60%, which is quite a bump. I don't have $INTC+6.4% stock in my portfolio, and I don't want it.
What's your take on the Intel situation?
I'm thinking about buying it, as it's a great discount and an interesting opportunity.
Shares of $BTI+0.5% and $MO-0.5% formed new ATH today. Both stocks are up over 25% year to date and also pay a dividend of over 7%. I had both $BTI+0.5% and $MO-0.5%in my portfolio until the beginning of the summer . I sold $BTI+0.5% and kept $MO-0.5% as I trust Altria and don't need more than $BTI+0.5% and two tobacco stocks in my portfolio.
Shares of $CVS+0.7% are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.
How do you currently view $CVS+0.7%?
They're not doing too well, but I've bought the stock. If the stock goes down, I'd still buy.
Does anyone have $ULTA+2.9%stock in their portfolio ?
I noticed that Warren Buffett has been buying their stock this year. The company is also in an interesting sector, but I haven't studied the company in detail.
I've been thinking about including a stock from the arms industry in my portfolio for some time now. I currently have only $CZG.PR-1.5%in my portfolio . So far, I'm most interested in $LMT+0.5%, but I'd be happy for any other tips.
What is your favorite arms industry stock?
I like LMT, but I already thought it was expensive last year when the stock hit a new high, so I didn't go for it. Well, now it's even higher😅
By market capitalization, it's a big company. She is, but I think she's pretty expensive right now. In fact, growth in the next few years might not be that high according to current forecasts.