Bill Combs

@billcombs

66 Followers

0 Following

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

Joined Apr 2023

Posts

Bill Combs

@billcombs

10M

Today ASML reported results that weren't bad at all, which makes me happy since$ASMLstock makes up a pretty big part of my portfolio.

Do you have $ASMLstock in your portfolio?

Vote to see the results! 0 answers already!

Ano, akcie ASML mám v portfoliu

Ne, akcie ASML nemám v portfoliu

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Yorick Ericson

@yorickericson 10M

I've been following the comments about the "bad" price for about 2 years when I've been accumulating this stock and I'd be quite interested to know what you actually expect to happen to this company to make its price drop? It regularly discloses the value of its pre-orders, so its earnings are clearly 1-2 years ahead, and EPS is expected to be +50% for 2025 (FP/E of 31, and that's about equivalent to a 10y median of 33). All those bigtechs that are now cursing AI can't do without this company and TSMC and they are almost the only companies that are growing, so if you buy the index you are practically betting on about 5-7 companies.

I bought today thanks to salad hands;)

Like 0 1

Bill Combs

@billcombs

10M

Shares of $UNH are gaining more than 6% after the results . I bought in a while ago and when the price drops a bit again after this rise, I will buy in again.

Are you overbought on $UNHstock ?

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Monday Dayton

@mondaydayton 10M

So congratulations on a good buy. I think the company is quality, P/E okay and I am thus in this business in $CVS which I like better on price and dividend but again they don't quite compare.

Like 0 1

Bill Combs

@billcombs

10M

Which companies' results will interest you most this week?

I'll definitely be interested in the results of $BAC $ASML and $NFLX.

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Steve James

@stevejames 10M

Netflix and TSM.

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Bill Combs

@billcombs

11M

Investors, what purchases/sales are you planning for next week?

I have to confess that I have not been buying much lately and am rather hoarding cash and waiting for a major correction.

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Rickie Reeve

@rickiereeve 10M

I'll probably start buying some of the stocks on my watchlist: $UNH $NKE $SBUX $MCD, or $LULU

Like 0 1

Bill Combs

@billcombs

11M

What about $PARAstock , does anyone have it in their portfolio?

The stock is undervalued, but the company is not doing well and the stock keeps falling.

Bill Combs

@billcombs

11M

What do you think about $DNP.WAstock ?

I've been quite interested in the Polish market lately and Poland offers very interesting stocks overall.

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Alden Yap

@aldenyap 10M

That price of around 340 is very good for me in terms of the chart.. :) I'll definitely consider buying both Orlen and Dino and thanks for such posts I've completely missed the Polish market somehow while it doesn't look bad at all. :)

Like 0 1

Bill Combs

@billcombs

11M

Shares of $MRNA rose more than 8% yesterday after Jefferies analysts offered positive comments. Overall, I don't entirely like this sector, but I do have $PFE stock in my portfolio😁.

Do you have $MRNAstock in your portfolio and if so, at what price are you overbought?

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Clifford Barclay

@cliffordbarclay 11M

Yes, I always buy under $100 at the beginning of the year and the plan is to keep buying until the end of the year. Only if it goes on like this I will have to rethink the maximum purchase 😉 As I have written several times mRNA technology is one of the most important discoveries.

Like 0 1

Bill Combs

@billcombs

11M

Investors, if you had to choose, what airline stock would you choose?

I'm probably most interested in $DAL and $AALfrom this sector .

Vote to see the results! 0 answers already!

Delta Air Lines

American Airlines

United Airlines

Alaska Air Group

Jiná

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Moe Whitehead

@investormoe 11M

Terran Orbital (LLAP)...flying a little higher

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Bill Combs

@billcombs

11M

Boeing has another problem. The engine cowling of a Southwest Airlines Boeing 737-800 fell off during takeoff on Sunday. Fortunately, I don't own $BAstock , and while it's a quality company, there have been quite a few of these problems.

How do you feel about Boeing's problems?

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Claude Malouxe

@claudemalouxe 11M

Now you scared me. I had to go see what I'm flying back to CZ at the end of April. Luckily it's a 787😂😂😂😂

Like 0 2

Bill Combs

@billcombs

11M

On Friday, banks will mainly report results. I only have $BACstock in my portfolio and I still intend to hold it.

What do you expect the banks to report?

Bill Combs

@billcombs

11M

What do you think of $RIOstock ?

Very interesting company for me and the numbers don't look bad at all either and the target price according to the indicator here on Bulios is around $100.

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Monday Dayton

@mondaydayton 11M

I buy$RIO, only on the London Stock Exchange so it's not the ADRs, but I guess it doesn't matter. Otherwise, for me, a quality top mining company with operations basically all over the world. 😊

Like 0 2

Bill Combs

@billcombs

11M

Shares of $INTC are down 8%. I think Intel is a great company and the current price is not bad at all.

Anyone buying $INTCstock at the moment ?

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Rickie Reeve

@rickiereeve 11M

I also can't really see a scenario where Intel is the winner. Victor's right. The stock is just riding a positive wave.

Like 0 1

Bill Combs

@billcombs

11M

Shares of $CVS and $UNH are down more than 6%. If it stays at a similar price, I'll probably buy $UNH.

Anyone gonna buy in?

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Monday Dayton

@mondaydayton 11M

I'm already invested enough in $CVS but I'm keeping my purchase below $70 so I'll buy in, just to see if I can get below that price, as I see others do too. 😊 I put $UNH on my radar, I like it too, but as Jan writes below, personally I would wait and see how the situation turns out, the price could still fall a bit after the results, because those sales will probably drop a bit now.

Like 0 1

Bill Combs

@billcombs

11M

Investors, does anyone have $BIDUstock in their portfolio ?

For me, Baidu is quite an interesting company and according to Bulios the stock is undervalued so I was wondering if any of you have shares of this company in your portfolio and possibly why.