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

Realty Income reported results yesterday and the results were quite positive. Shares of $O are still holding around $50, $52 and I'm going to keep buying a little more.

How happy are you with the results and will you be overbought?

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Daniela Duong

@danieladuong 9M

The posts are fine, but I won't buy any more :)

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Bill Combs

@billcombs

Investors, do any of you have $MDTstock in your portfolio?

Medtronic reported results today that were quite positive. The company is focused on a very important sector and the current share price is not a bad buy.

Bill Combs

@billcombs

What is your favoriteREIT (other than $O)?

For me, it would have to be $VICI, which is the second and final REIT in my portfolio. Also interesting are the shares of $WPC, which I don't have in my portfolio, but may include in time.

Bill Combs

@billcombs

What stocks are you planning to buy this week?

I'll still be buying REITs, so $O and $VICI + I'll still be buying $CAT.

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Daniela Duong

@danieladuong 9M

Nothing planned this week so far, but I do little planning :D

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Bill Combs

@billcombs

Investors, which company's results will you be watching next week?

I'm definitely interested in the results of $O, $NVDA, $VICI, $WBD, and recently Garmin $GRMN caught my eye, so I'd like to see their results as well .

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Alden Yap

@aldenyap 9M

Nvidia will go to 800 or even 1000... :D No I'll watch for sure $HD and I'll be interested in $WMT but I don't expect such a pair that I'd think about buying we'll see..

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Bill Combs

@billcombs

Investors, do you have $NKEstock in your portfolio ?

Shares of $NKEare down more than 16% over the past year. I bought their stock a few months ago and I don't know if it was a good choice. The price isn't bad, but I don't know if this stock can grow solidly over the long term.

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Daniela Duong

@danieladuong 9M

I did, but I got them for free for a trading212 recommendation :D I probably wouldn't buy them myself

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Bill Combs

@billcombs

Yesterday ,$ABNBreported results that werequite positive and the stock did not otherwise react strongly to the results. If the stock drops significantly to a certain price, I might think about buying, but I would consider it as a short/medium term investment.

How do you view$ABNBstock ?

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Nikolas Gabriels

@nikgab 9M

I don't disagree with the view that it is currently expensive. I'm still holding, I'm just not expanding my position anymore.

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Bill Combs

@billcombs

Do you have $SBUXstock in your portfolio?

A lot of people have $SBUXstock in their portfolio , but I don't need it in my portfolio. The company is great and the business is great, but I don't see the potential there anymore and the stock is rather stagnant.

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Rickie Reeve

@rickiereeve 9M

As a more conservative part of the portfolio, I think it's hard to find a better company.

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Bill Combs

@billcombs

At what price are you buying $WMstock ?

I would like to include WM stock in my portfolio, however, the stock is currentlyexpensivefor me and I would think about buying below $160.

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Monday Dayton

@mondaydayton 9M

Under $150 I'd go for it, I watched it but missed it, I like her business but as David writes, we'll see after the results. 😊

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Bill Combs

@billcombs

Which company's results will you be watching this week?

I'll be interested in the results of $WM, $OXY $ABNB and $COIN could be interesting .

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Monday Dayton

@mondaydayton 9M

I'm quite curious about $COIN I'd like to make some money there, as some trade done and I wonder how much they might know in their ETF results on BTC.

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Bill Combs

@billcombs

Investors, how do you see $TSLAstock ?

I don't necessarily need this stock in my portfolio, but if the price gets below 180.175I'll buy in. I'll put that potential but it's definitely not a big position.

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Monday Dayton

@mondaydayton 9M

The way I see it with them is that they are thinking a lot in buying and using the slump. I would also prefer to buy below $180 as you write, but I'm thinking, looking at how volatile this stock is, that the price could be somewhere around $220-240 again, so I'm considering taking advantage of that short term 🤔😊.

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Bill Combs

@billcombs

What stock currently makes up the largest position in your portfolio?

For me it is currently $ASML followed by $GOOGL, $BTI and $O.

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Monday Dayton

@mondaydayton 9M

For me it's $ENPH 10.4%, $O 8.2%, $BATS.L 7%, $CVS 6% ...and then the next one is more around 4-5%

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Bill Combs

@billcombs

Investors, what do you think of the $DISresults ?

The results were very positive and Disney announced a partnership with EpicGames. The stock jumped about 12% after the results. I have to say I've been a little pessimistic about Disney lately, but I'm happy with the results and I'll be holding the stock for a long time.

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Daniela Duong

@danieladuong 9M

For me, the results are fine :)

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Bill Combs

@billcombs

Today in the aftermarket, $DISwill report results . I included DIS stock in my portfolio some time ago and I trust the company and believe Disney stock will rise again in the coming years.

Do you own shares of $DIS, or do you...
Read more

Vote to see the results! 1 answer already!

Akcie DIS mám

Akcie DIS nemám

Chci akcie DIS zařadit do portfolia

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Alfred Gray

@alfredgray 9M

I'm holding Dis, too. :)

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Bill Combs

@billcombs

Caterpillar reported its results, which were positive. I bought $CATstock around the $240 price and I have to say that the current earnings make me happy. The stock is already expensive for me and I will be overbought below $300.

Do you have $CATstock in your portfolio?

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Yorick Ericson

@yorickericson 9M

Precious on what basis?

I sold CAT in late 2021 and early 2022 when the P/E and F/PE seemed too high (25 and 20) at $212 and $224 with nice appreciation.

Since then, however, they have made nice gains and are at about 18 and 15 on both metrics, which is below the 5y average and slightly above the 10y median. On most indicators they are realistically -10-20% below the average (and even the sector they dominate).

The growth is assumed to be about 12.5% so the PEG is below 1.5. I've gradually sold off most of the highly cyclical stocks, so that's the only reason I haven't bought them back, otherwise I wouldn't hesitate and certainly wouldn't wait for some token amount of 300 or below my average etc.

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