Bill Combs
Hey investors, have a great Sunday.
Since the earnings season for the first quarter of this year is almost over, I would like to ask you how you rate the earnings season and what results surprised you the most, either pleasantly or unpleasantly.
I perceive the results season positively, as I expected much worse. Obviously, some companies had worse results and did not exceed...
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Personally, from the whole jerk I'm surprised there just isn't a recession yet, which su's always talked about. The tech companies, the hype around AI is just holding it together, that's all and if it wasn't for that we wouldn't be where we are in the indices at all. So I still expect a decline, not now if the Fed doesn't hike, but as just big tech runs out of drive, we should go down, but I don't think drastically.
Hey investors, have a great weekend.
I was wondering what stocks you bought and sold last time and if so why.
I last bought $MMM as the stock dropped below $100, however this is a stock I normally buy every month as well. I have also been buying shares of $DIS as it is at a nice price and I also see potential in this company.
As far as selling goes, I recently sold a few shares of...
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I see this $MMM is very much on course as it went under $100. It's a nice price for a company like that, but I'm still scared of the lawsuits they have and the general nature of them. It's no small thing and the question is, when everything "dies down" will they not continue to incur such damage to their production? ... Otherwise $DIS I also bought in this period and then reits, $O, $WPC...the sale has been made except $PBR total is climbing now and I will wait with this company then again if it doesn't fall.
DocuSign $DOCU
Hello investors, DocuSign reported results yesterday.
This company provides an electronic signing platform that allows users to sign documents online and electronically.
This service is used by financial institutions, hospitals, doctors, and even commercial companies.
This service obviously makes a lot of work easier for people and is used all over the world.
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Also, I don't know the company but I have experience using one just as a contract signer and signing was easy, simple.
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I've seen a documentary on Netflix with this company (I don't remember the name so I don't know if that's it), but I wouldn't go for it either, although maybe the gaming industry like $ATVI or $EA might not be bad. But the documentary was about a demonstration of price manipulation so that seems risky to me.
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Too bad BABA is not in the USA, it would be a beautiful investment. But then, of course, the price would be at completely different levels.
ASML $ASML
This European company focuses on the manufacture of advanced lithography equipment used to produce semiconductors.
Their main product is EUV lithography systems that create small and precise structures on semiconductor chips. These systems are then used to produce advanced and powerful chips that are used in computers, mobile phones, etc.
These EUV lithography systems...
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I'm surprised the company hasn't gotten to me yet. I've seen Ticker, otherwise no idea what he's doing. I'll definitely check it out again in the future when it might be at a slightly nicer price. 👍
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Shoes aren't my thing either and I'm just following this company from afar, but it has a nice discount. A competitive advantage like Nike has is always good for a portfolio, but I don't have room for this stock right now.
Hey, investors.
I've been interested in the healthcare sector quite a bit lately. Because I see a lot of potential in it.
Medicine in general has made huge strides recently, whether it's the production of weight loss drugs, for example, or the production of robots for surgery.
I have $JNJ and $CVS in my portfolio so far, but I'm still thinking about $MDT, which is the company that...
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Hey, investors.
I recently wrote a status here about fundamental analysis, which also includes management.
For me, management is very important in fundamental analysis. Because management decides what will happen to the company or, for example, what dividend will be paid and they can also partly influence the development of the share price by their actions.
It is not usually the...
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Management is quite important to me, I like to see competent people with some history. That's why I'm not afraid of Tesla. I have a lot of confidence in Musk, no matter how controversial he is.
She's holding up nicely, but if she falls, it'll be quick