Bill Combs

Shares of $NFLX are up more than 60% this year, $DIS shares are up 7% and $WBD shares are up more than 13%. I have $DIS stock in my portfolio as the stock was and still is at a nice price to buy, the business of this company is...
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Investors, what is your most profitable position in your portfolio and what % is it?

Last week I asked you what your most profitable position is, so today I'm asking you and you can tell me what your most profitable position is. In my portfolio, the most profitable so far is $AAPL over 40% and right after that $GOOGL slightly over 30%.

Investors, what do you think of Canadian National Railway's stock?

The company's stock has been rising for a long time, the company pays a dividend, the business is great and the company has a great competitive advantage too. I'm quite interested in this company and I would be happy to include $CNI stock in my portfolio, however the price is currently high and I would buy as low...
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Investors, which company's results will you be watching next week?

Next week won't be that interesting in terms of results, but there will still be some interesting companies reporting results. I will be interested in the results of $CRWD, $FL and $KR.

Investors, what REITs do you have in your portfolio?

I've been adding mostly $O and $VICI lately, as those prices have been nice, and I'm still thinking about $WPC.

Shares of $BTI are down more than 20% this year and I am currently buying $BTI stock on a regular monthly basis as the current price is a great buy. For me, this is a great company with a great business and pays a very nice dividend.

Do you have shares of $BTI in your portfolio and are you overbought at the current price?

Investors, if you could only pick one company's stock to make up 100% of your portfolio, which would it be?

I would probably pick $AAPL, which currently makes up the largest position in my portfolio, or I would pick $BRK-B stock.

Investors, which stocks are currently the biggest losers in your portfolio and what % are they?

In my portfolio, my biggest loss is currently on $PFE stock at just over 13%.

I recently opened an account with Fio and this week I plan to buy $KOMB.PR shares , however I am also very interested in $CZG.PR shares. Colt CZ Group shares look very interesting and I believe that the stock of this company will grow in the long run. I see low liquidity as a problem, but as a long term investor I am probably not that concerned.

What do you think about $CZG.PR?

Medtronic is reporting the results tomorrow and I will be sure to see the results myself. I find this company very interesting and moreover, this company is in a sector where I see a lot of potential and I believe that the shares of companies in this sector will grow in the long term and solidly. As far as the share price is concerned, I currently find the share price quite...
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Investors, what stocks are you planning to buy this week?

I plan to buy shares of $KOMB.PR this week and I plan to buy shares of $VICI.

Investors, which company's results will interest you most next week?

I'm definitely interested in the results of $MDT, $NVDA and $DE.

Investors, which company's results have surprised you the most so far?

I've been most surprised by ASML's results so far, because according to them, 2024 should not be so strong and revenues should be lower and in 2025 things should turn around and the company should start doing well again and the stock should go up again.

Investors, what stocks have caught your eye most recently and why?

I've been interested in $ASML recently because I see ASML as the best company here in the EU and there is a lot of potential here and I believe the stock will continue to grow for several years to decades.

Walmart is reporting results tomorrow and I have to say that I am interested in the results of this company and I wonder if the results will move the stock price in any significant way.

Are you also interested in the results of $WMT, or is this company uninteresting to you?