Bill Combs

Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD jumped 6% and $TSLA even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see...
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Does anyone else here hold shares of $CEZ.PR?

I bought a few shares of CEZ a few years ago, but a lot has changed since then and I wouldn't buy again. My position is pretty small, so I'll hold until something changes significantly.

Investors, which stocks did you buy last?

I'm taking advantage of the correction and slowly overbought. Most recently I overbought $AMD, $TSLA and established a position in $TTD.

What do you think of the $NKEresults ? Will anyone be buying in today after a 7% drop ?

Nike reported results yesterday that beat expectations, but the stock fell about 7% in the aftermarket. The drop was due to news that the company expects a significant drop in sales. Fortunately,I don't have$NKEstock in my portfolio, but I believe the company will recover over time and...
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Shares of $BA rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.

What's your take on $BA? Do you invest in this sector?

Do you give P/E a lot of weight, or do you prefer to focus on other metrics?

P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There...
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Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.

Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?

Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.

What's your take on Nike?

Investors, which broker do you use for investing and why?

I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB...
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Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.

What do you think of $ULTA? Why do you...
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It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA and would like to buy $DNP.WA at a lower price .

Do you also have any Polish stocks in your portfolio?

So $AMDstock has already dropped below $100. They've lost 20% this year alone. I bought in at the beginning of the year and am currently still overbought. I think the stock is significantly undervalued now and has huge potential...
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Investors, which semiconductor stocks do you have in your portfolio?

For me, this sector makes up a fairly large part of my portfolio. I've had $ASMLstock for quite some time and recently bought $AMD and $AVGO after the downturn .

Novo Nordisk shares fell 9% today following news that the weight loss drug CagriSema was not as effective as expected in clinical trials. Investors may not be happy with such news, but on the other hand, this decline can be used to increase the position.

What do you think about this news? Are you buying $NVO after today's drop?

Are you buying ETFs in the current downturn?

The S&P 500 ($^GSPC) is down about 5% in the last month and $^NDX is down about 8%. I'm currently overbought mostly individual stocks, but this time I also overbought the Nasdaq 100.