Bill Combs
Novo Nordisk A/S is a Danish company that recently introduced a cure for obesity. Shares of $NVO are up more than 20% in the past month and more than 40% this year. For me, the company is going in a good direction and the business is also great, as obesity is really affecting a lot of people at the moment and if the development of this drug goes as well in the future as it has...
Read more
Zobrazit další komentáře
The company is doing very well indeed. It's healthy and making solid amounts of money. The chart is logically consistent with that. But now I think it's way up and even though there's no major tooth on the chart, I'm not going to go for it.
I Despite the fact that $AMZN stock is currently pretty high I am thinking about including $AMZN stock in my portfolio. According to the Bulios indicator, the stock is overvalued by over 30%, but in the long run I wouldn't be afraid to buy even at the current price. I would want to hold Amazon stock for the long term and if the share price gets below $120, I would already be...
Read more
Zobrazit další komentáře
I also like the company and have it in my portfolio. As you write with and others here agree, as per the log term why not, surely in maybe 10 years the price will be a lot different, I expect upside. 😊 As for how much it is overvalued, to some extent it is individual. It's great to know a fair price, or be able to calculate it, but it depends on what parameters you put in, although most are the same from spreadsheets, there are a few that are just yours so it can vary. I personally don't buy yet, my purchase is something around $100 and I figure I'm not out of the woods yet so if we got lower, like the $120 you mention, I'd be overbuying. 😊
I've been buying into REITs quite a bit in recent months. I have $O stock in my portfolio, which I try to buy below $60. More recently, I've added $VICI stock to my portfolio, which I've been buying below $30. It seems to me that REITs have been getting hammered quite a bit lately, so I've been overbought regularly and looking forward to the dividend coming :D.
What REITs do you...
Read more
Investors, what stocks have you been most interested in this year and which companies have you bought the most shares of this year?
I've been very interested in $NVDA stock this year, as it's been growing incredibly fast this year, and I've bought the most shares of $ASML and $CVS so far this year.
Zobrazit další komentáře
You're already recapping the year like this? Wait at least 2 more months, only autumn will be a ride! :-D
I have decided to buy some $ASML stock this month. ASML primarily makes chip making machines. More and more chips will be needed, which means the company will be very successful in the future. Personally, I see a lot of potential here and the company has very nice fundamentals and I will be buying some of the stock even though the stock is not exactly cheap.
Do you have shares...
Read more
This week, I was intrigued by Caterpillar, a company that specializes in manufacturing mining machinery, construction equipment, power systems and other heavy industrial equipment. The company has nice fundamentals and the share price has been rising solidly for a long time. The stock is currently undervalued in my opinion, and the indicator here on Bulios confirms this for me.
...
Read more
Zobrazit další komentáře
For me, a great company.they are still among the top companies in the field of mining equipment supply
I plan to buy more $BTI stock next week. Shares of $BTI are currently very undervalued and the company pays a dividend of 10%, which is very respectable. I also plan to buy more shares of $MO as the stock is at a nice price.
Which tobacco company's stock do you have in your portfolio and at what price are you buying?
Shares of $NKE are down more than 15% this year. For me, Nike is a great company with great products. I wouldn't be afraid at all to include this company's stock in my portfolio as it's a nice business and I think the company will continue to do well. If the share price of $NKE drops to $85, I wouldn't be afraid to buy.
How do you view this company and at what price would you...
Read more
Zobrazit další komentáře
I like Nike as a customer but I don't dare to guess how they are doing as a company...
Shares of $NVDA have been rising incredibly fast this year and are up over 220% so far this year and the stock is slowly approaching the $500 price. Unfortunately, I'm currently only following $NVDA stock from afar and I'm very sorry I didn't buy the stock. However, if the share price were to drop below $350, I would be buying.
I would be very interested to know if you have $NVD...
Read more
Zobrazit další komentáře
Realistically I was looking at Nvidia around that $100 back then and thought I'd let it drop even more... it was just stopping crypto mining and I thought people wouldn't be so hot for graphics anymore... well... I was very wrong :)
Zobrazit další komentáře
Films about investing and finance
My favorite movies about investing are, of course, The Wolf of Wall Street and Bet on Uncertainty. After that, I also really like the movie The Swap and Margin Call. I recently watched the miniseries Eat The Rich : The GameStop Saga, which is a wonderful look at the GameStop case and what was going on, and for example how the broker Robinhood...
Read more
Zobrazit další komentáře
Most of the films/series about investing are unfortunately of rather poor quality (with the exceptions of Margin Call and Big Short) so I prefer material that deals with some sort of company history, founder bio, cause, etc.
So maybe a bit OT, but maybe someone will be interested:
https://www.csfd.cz/film/1362947-100-let-warner-bros/recenze/
https://www.csfd.cz/film/1191432-light-magic/recenze/
https://www.csfd.cz/film/1228866-skandal-jak-sundat-wirecard/recenze/
https://www.csfd.cz/film/507244-alphago/recenze/
https://www.csfd.cz/film/1017936-zlocin-stoleti/recenze/
https://www.csfd.cz/film/1131246-pad-kauza-boeing/recenze/
https://www.csfd.cz/film/764290-v-billove-mozku-dekodovani-billa-gatese/recenze/
https://www.csfd.cz/film/1196340-air-zrozeni-legendy/recenze/
https://www.csfd.cz/film/1090652-tetris/recenze/
https://www.csfd.cz/film/1087788-kod-za-miliardu-dolaru/recenze/
https://www.csfd.cz/film/709049-dark-waters/recenze/
VICI Properties
Lately, I've been thinking about adding shares of VICI Properties to my portfolio, which focuses primarily on casinos, hotels, bars and golf courses. I am very attracted to this REIT as the fundamentals of this company are very solid and the payout ratio is approximately 70%, while for example REIT Realty Income $O has a payout ratio of approximately 220% and...
Read more
Investors, what stocks did you buy or sell this month?
I've been buying $MO stock this month and this week on Monday I was overbought $CVS stock as it dropped a few % again and got below the $70 level and then on Monday I was overbought $BAC and $PFE stock as they are also at a great price. As far as selling goes, I have sold off all shares of $MMM at a profit during this month.
Buying ETFs is like putting on clean socks in the morning... classic :) I am accumulating and will gradually pour cash into the market and into individual titles.