Overview

Bill Combs

@billcombs

64 Followers

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Experienced trader with long term vision. Ex Microsoft, ex Seattle resident.

Joined Apr 2023

Posts

Bill Combs

@billcombs

It's the start of a new month, so I'd like to ask you what stocks or ETFs you plan to buy this month.

I, like every month, will be buying $SPY and $^NDX. Alternatively, I would like to buy $CVS, $MMM and $MO.

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Willard Spencer

@willardspencer 1y

$^NDX are you buying the whole thing or just a shard? :-D

I may finally jump into $CVS this month and probably average some prices of existing positions..

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Bill Combs

@billcombs

The best known and most interesting stocks in the FTSE 100 index:

Vodafone Group

Rolls-Royce

Royal Dutch Shell

Diageo

AstraZeneca

British American Tobacco

I don't really focus on UK stocks, but I think there are a few interesting stocks. I don't have any UK stocks yet, but I really like $BTI as I think people will keep smoking it and the stock is currently at a very nice price.

I was...
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Mart Poom

@martpoom 1y

$BTI is probably the most sensible of the trio of tobacconists, although it bothers me a bit that they don't innovate and focus as much on moving towards alternatives

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Bill Combs

@billcombs

Nike $NKE

Nike reported its results yesterday.

Revenue : $12.83 billion and $12.57 billion was expected.

EPS : $0.66 and $0.67 was expected.

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Duc Long Hoang

@duchoang 1y

After the results, a little downhill :D

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Bill Combs

@billcombs

Nike $NKE

Nike reported its results yesterday.

Revenue : $12.83 billion and $12.57 billion was expected.

EPS : $0.66 and $0.67 was expected.

Bill Combs

@billcombs

Micron Technology $MU

This company that specializes in chip manufacturing reported its results yesterday.

Revenues : $3.75 billion and $3.69 billion was expected.

Loss per share : $1.43 and $1.57 was expected.

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Randolf Babcock

@randolfbab 1y

I had a long time ago, took a profit of about 30% and walked away.

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Bill Combs

@billcombs

Jefferies Financial Group $JEF

Yesterday, Jefferies Financial Group, which offers financial services in the investment banking industry, reported results.

Results :

Revenue : $1.04 billion and $1.1 billion was expected.

EPS : $0.29 and $0.42 was expected.

Thus, the results unfortunately did not beat expectations.

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Rickie Reeve

@rickiereeve 1y

So how is it growing? I just did a quick scan of some data and the balance sheet looks good. P/S and P/B too, but the banks are going off on me.

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Bill Combs

@billcombs

Part of my portfolio is $MO stock.

Overall, I think tobacco company stocks are a great investment for several reasons. Tobacco companies are usually financially stable and often pay a high dividend. Further, I think tobacco companies will continue to thrive as people will continue to smoke. The question is whether, for example, normal cigarettes will be replaced by a company...
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Alden Yap

@aldenyap 1y

I personally have a bit of a portfolio in BTI and if I wanted to be sure despite the electronics you have $PM. I'm planning on them too but so far I've always been tempted by other better for me stocks in other sectors. 🙂🤷‍♂️

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Bill Combs

@billcombs

LVMH $MC.PA

LVMH is a huge concern specializing in luxury goods and under this concern fall brands such as Louis Vuitton, Moët & Chandon, Hennessy, or Dior.

Overall, this concern is quite financially stable and its stock is growing solidly.

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Yorick Ericson

@yorickericson 1y

In case some of you are going on a longer trip;) https://www.acquired.fm/episodes/lvmh

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Bill Combs

@billcombs

Do you have your eye on any particular stocks but they are not at the prices you would like to buy them at and you are waiting for them to fall???

I'm waiting for a drop in a lot of stocks I'd like to buy at a better price like $PEP, $META, $JNJ, $MSFT, $WM or maybe $ASML.

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Barrett Gardener

@justbarrett 1y

I would definitely buy everything from the big tech sector at more attractive prices,

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Bill Combs

@billcombs

What sector are you primarily focused on and what sector do you see the most potential in???

My main focus lately has been on the healthcare sector, as I see huge potential there. I think the healthcare sector is still moving forward and will grow even more in the future.

When I look at how many people have some health problems and medicine is needed more and more, or how many...
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Rickie Reeve

@rickiereeve 1y

I understand the tobacco industry the most. Next would probably be the automotive industry, where I currently have only one representative. I also have quite a bit invested in the healthcare sector, although I don't move much in it. Then maybe 1 piece of each for diversification, my portfolio is constantly changing.

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Bill Combs

@billcombs

Hewlett-Packard $HPQ

This technology company specializes in the manufacture and sale of computers, printers, servers, data storage, and software.

Full Year 2022 Results :

Revenue : $62.983 billion

Net income : $3.203 billion

EPS : $3.09

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Monday Dayton

@mondaydayton 1y

I'm not interested in the company either, but one has an awareness, probably everyone has encountered some product from them. It's true that there is a lot of competition in this, and I'm also more inclined to say that I personally don't see the brand around me as much as I used to. On the other hand, according to the chart, since sometime in 2012 they keep growing, with fluctuations, but then they make a new peak.

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Bill Combs

@billcombs

$NFLX vs $DIS vs $WBD

These are the three biggest streaming platforms that have been competing quite a bit in recent years.

While$WBD competes with Netflix and Disney, I don't like the stock of this company at all. Over its entire history, the stock has been in the negative, which is not pretty at all, and it pays no dividend. Thus, I don't see much potential with this company...
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Mike Rowe

@mikerowe 1y

Such a thought from the recesses of my cerebral cortex... What if someone bought $WBD? Like the whole company, not the stock. What do you think?

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Bill Combs

@billcombs

Pfizer $PFE

Pfizer is a pharmaceutical company that is best known for Viagra and the COVID-19 vaccine.

Full Year 2022 Results :

Revenue : $100.330 billion

Net income : $29.051 billion

EPS : $5.18

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Mike Rowe

@mikerowe 1y

If it dropped between 30-33 I would buy a smaller position.

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Bill Combs

@billcombs

It often writes about dividend stocks.

I would like to know what dividend stocks you have in your portfolio and if you would like to add any dividend stocks to your portfolio.

I have $CVS, $MMM and quite a few $MO stocks in my portfolio. For now, I plan to continue to add to these stocks. However, I would like to include a few more dividend stocks like $PEP, $PG, or maybe $T in...
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