Bill Combs
Shares of $AI+0.9% 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+0.9%?
C3.ai, Inc.
AIShares of $ASML-5.4% are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML-5.4% is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
Did you also buy into $ASML-5.4%stock ?
ASML
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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-2.6% stock in my portfolio, and I don't want it.
What's your take on the Intel situation?
Intel
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I'm thinking about buying it, as it's a great discount and an interesting opportunity.
Shares of $BTI+0.8% and $MO-1.1% 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+0.8% and $MO-1.1%in my portfolio until the beginning of the summer . I sold $BTI+0.8% and kept $MO-1.1% as I trust Altria and don't need more than $BTI+0.8% and two tobacco stocks in my portfolio.
Shares of $CVS-0.6% 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-0.6%?
CVS
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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+1.0%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-0.5%in my portfolio . So far, I'm most interested in $LMT-0.3%, but I'd be happy for any other tips.
What is your favorite arms industry stock?
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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😅
I recently added Erste shares to my portfolio at Fio and I also have $CEZ.PR, $CZG.PR-0.5% and $KOMB.PR-0.8%in my portfolio . I think of it as portfolio diversification and currently the prices are still not bad for me.
Which CR stocks do you have in your portfolio?
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I don't invest in Czech stocks, but Komerčka seems like a good choice. I would be afraid to invest in CEZ, I would not want to fight the government for it.
Which banks other than the US do you hold in your portfolio?
I have $KOMB.PR-0.8% in my portfolio besides $BAC-2.8% at Fio and I recently bought shares of Erste.
Which companies' results will you be interested in next week?
I'll be interested in the results of $MDT+0.6%, $PKN.WA-1.6% and maybe $LOW-0.1%.
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I'm curious about $TGT-0.4% and then how the construction sector will do, I'd quite like to find a company at an interesting price if it's not too late, because with the gradual lowering of rates and next year, there could be more building again thanks to cheaper money.
What ETFs do you have in your portfolio besides the S&P500?
I only have $CNDX.L-1.8%besides the SP500 , but I'm thinking about some Indian ETFs, so if anyone has a tip, I'd be happy.
Shares of $WBD-2.7% are still falling and I honestly don't know how to approach this stock. I have a small position as I see potential there and believe the company could do well, but on the other hand, I don't have much to back me up like stock trends, results or profitability.
How do you approach $WBD-2.7%stock ?
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I see it pretty pale here too, I'm just there on speculation and dilution because I bought stupid earlier and now I'm just hoping the price gets to $9 and running away from it.
Does anyone have $MDT+0.6%stock in their portfolio ?
I was quite intrigued by Medtronic a couple of years ago as they are in an important sector, the business is nicely built and what they are doing makes sense to me long term and I can see the potential, but I'm interested in the opinion of others.
Medtronic
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I don't know the company at all and overall this sector is quite complicated for me, although I would like to have a representative. So I wonder if anyone will know. According to the long term chart, it looks like it has found its bottom around $70 since falling from their highs and could be turning around. I don't know the numbers though, nothing, so I don't know ...😊
How do you feel about $SQ-5.2%stock ?
I think it's a pretty interesting company and the business is great too. I was thinking about a smaller position, but I'm not that familiar with the company.
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Collectivity is certainly interesting. The stock has sold off quite a bit over the past few years and has fallen below its fair value. Financially, the company is literally in great shape. Debt covers 2/3rds of its cash, so it still has $3 billion left, and it's still growing. Check it out and let me know if you're shopping :)
During the session, on the other hand, the price almost only rose again and managed to erase part of the loss. For me, this is now mainly an asymmetric investment, as the company is not making money and probably won't make any money for some time.