Shares of $FDX are up more than 50% this year. FedEx not for me a quality company and their business is great. I would happily include $FDX stock in my portfolio, however the stock is currently expensive for me and I would buy up to under $235.
What is your opinion of FedEx and would you buy their stock?
Bill Combs
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I don't own one either and I'm not keen on them at the moment although the price probably won't be any better
I've been looking at $NKE stock this week and it's down about 2% for the year. Nike is a great company for me and I wouldn't be afraid to include shares of this company in my portfolio. The current price isn't bad for me, however, I would think about buying below $110.
Do you have $NKE stock in your portfolio and if so, at what price are you overbought?
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To be interesting to me, it would have to fall below $100, preferably towards $90.
Which car company shares do you have in your portfolio?
I'm not very knowledgeable and unsure about this sector, however, I'm thinking of buying and creating a small position with P911 stock in my portfolio.
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With VW, as much as I criticize their management and leadership I see as a major risk, I have a small position as insurance in case they somehow manage to rake in a major profit from the development of the solid state battery QS. Otherwise, if I had to pick Tesla as my main medium risk investment for the next decade, it would definitely be Tesla. (I also have a small position there, but that's again because it's the leftover after a big sale intended as a possible cash reserve, otherwise they are committed to either safer or much riskier stocks) And only then maybe Porsche. That's already pretty good in electro too, and if Tesla goes the route of mass production for the "poor" then Porsche will have plenty of room in the upper mid-range.
Investors, 2023 is slowly coming to a close, so I'd be interested to know what % your portfolio has appreciated this year.
I still have quite a few losing positions in my portfolio, but even so, my portfolio is up a little over 10% this year.
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So the Patria app shows me a total of minus 31% which sounds scary at first glance, but you have to consider how it was created. First of all, almost all of the positions in Patria were created by profits from the sale of Tesla stock. When I switched from Savings Bank to CSOB. Tesla sales were at almost OTH and if I had been buying instead of selling at that time the minus to today would probably be even bigger.
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I prefer not to get involved in for-profit car companies. The potential is high, but the environment is so competitive that I prefer to go only to the established giants.
What shares did you sell last time?
I last sold $MMM stock because I didn't like how many lawsuits the company was facing and the fines it had to pay. In hindsight, that may have been a mistake, but I won't be buying 3M stock again. Anyway, I hope I don't have to sell anything for a long time.
I've been looking at $KOFOL.PR stock now and I have such mixed feelings about it. Kofola is a great company, the current share price is not a bad buy and the company pays a decent dividend. However, I'm thinking that I can use the money to buy other stocks that will outperform or pay a higher dividend.
What is your opinion of $KOFOL.PR stock?
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Moneta, KB, Vitesse Energy, Mercedes-Benz, Verizon, Société Generale, PKN Orlen ... my top two
Some time ago I wrote a status about Stellantis. I was very intrigued by the company, and of the automotive sector, I like this one probably the most. However, I still don't know at what price I should buy $STLA stock. The current price doesn't seem bad to me, but I'd rather buy below $20.
What do you think about $STLA stock and its price?
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I'm not sure if we'll ever go there again, but I'm also set on buying $18. Even the current price seems great.
Investors, what % of your portfolio is currently cash?
I have recently bought a few stocks again and so cash is currently only about 10% of my portfolio, but I don't plan to buy much now so I hope to accumulate enough cash again.
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I always have a cash reserve for about half a year of expenses and outside of about 25% of my portfolio I now have in cash. Respectively, saved so that including the cash reserve, interest was at least 6.25%p.a. and access was within 14days max
Fine company, expensive maybe, but somehow I can't imagine now, or it would have to be cheaper:)