Bill Combs

@billcombs

71 Followers

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

Joined Apr 2023

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Bill Combs

@billcombs

>2y

Vodafone $VOD

Vodafone is a huge telecommunications company based in the UK.

Results for 2022 :

Revenue : $50.425 billion

EPS : $0.09

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Randolf Babcock

@randolfbab >2y

I don't invest in telecom, it doesn't make sense to me...

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Bill Combs

@billcombs

>2y

Investors, do you own or plan to include any Japanese stocks in your portfolio?

The most interesting and well-known Japanese companies :

Toyota motor

Sony

Nippon Telegraph and Telephone

Soft Bank

Mitsubishi UFJ Financial Group

Fast Retailing

Tokyo Electron Limited

Shin-Etsu Chemical

KDDI

For me, Japan is definitely fine for diversification and I think these companies are worth mentioning...
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Monday Dayton

@mondaydayton >2y

I don't have individual ones, I follow ETFko but I haven't investigated this closely yet. But even Buffett is already pretty bullish on it so the potential is definitely there, but I'm still of the opinion that if I could, I'd go more into India.

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Bill Combs

@billcombs

>2y

British American Tobacco $BTI

I'm becoming more and more interested in British American Tobacco, a company in the tobacco industry.

Results for the full year 2022 :

Revenue : $33.431 billion

EPS : $3.55

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Alfred Gray

@alfredgray >2y

I just had them in a post the other day, disregarding the moral aspect, the dividend more than great and hopefully I never had a red position with BTI.

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Bill Combs

@billcombs

>2y

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 >2y

$^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..

Like 0 1

Bill Combs

@billcombs

>2y

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 >2y

$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

>2y

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 >2y

After the results, a little downhill :D

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Bill Combs

@billcombs

>2y

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

>2y

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 >2y

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

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Bill Combs

@billcombs

>2y

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 >2y

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

>2y

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 >2y

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. 🙂🤷‍♂️

Like 0 1

Bill Combs

@billcombs

>2y

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 >2y

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

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Bill Combs

@billcombs

>2y

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 >2y

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

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Bill Combs

@billcombs

>2y

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 >2y

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

>2y

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 >2y

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.

Like 0 1

Bill Combs

@billcombs

>2y

$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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