Bill Combs
@billcombs
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Experienced trader with long term vision. Ex Microsoft, ex Seattle resident.
Joined Apr 2023
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What do you think of Block $SQ?
I recently came across this company and was quite taken with it. Block is a technology company that operates in the financial technology sector and provides a well-known mobile app Cash App. For me, overall, a very interesting company that has a good momentum.
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Interestingly, even though this company is involved in a very similar or even the same sector as $WMT, each stock goes to a different side:) I guess the market is making it clear who is king.
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So far, neither. I've just been watching it for a while and haven't even bought any options there.
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The results were in the final sum OK for me. We do have a worse outlook for this year, but the stock has fallen in line with that. If the company has lower EPS and sales, it can't go to a new high. Or actually it can, but we understand each other😁
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For me a great documentary on netflix in conjunction with this company. after watching it all I can say is hands off :D
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More and more people have been mentioning this event lately. Yes, it's an asymmetric investment, so it's fine, but it's not for me. The costs are always going to be horrendously high, and I don't know if it's going to pay for itself.
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Do you have tobacco stocks included in your portfolio?
I have $BTI and $MOstocks in my portfolio . I keep the position the same size, but I haven't overbought in a while and don't plan to. These companies pay a very solid dividend. However, I am starting to worry about the future of this sector.
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https://asia.nikkei.com/Economy/Foreign-direct-investment-in-China-falls-to-30-year-low China's response to this is to ban the disclosure of foreign investment flows into the country. Any money in this market is pure speculation.
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What is your current perception of the $PFE?
For me, a fine company that pays a nice dividend, but I don't have this company in my portfolio because of the dividend. For me, Pfizer is a bit of a speculation, so when the stock in my portfolio starts to turn at least a little green, I'll start selling.
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PFE is a company that has not outperformed the index for me, when I look back 10 years it has virtually zero growth in all possible metrics except the pandemic. These exceptional profits have been distributed in bonuses, they have bought back some shares at bad prices and the rest has been wasted on acquisitions that are necessary to replace expiring patents and the outcome is very uncertain.
A shareholder who didn't sell at the top has zero profit in 10y, not counting dividends. These have increased over the last 5 years by about 5% and 3 years (covid!) 3%, so you can get an impression of how they think of (divi) shareholders.
I sold PFE in 2022 and very much regret buying it back last year, hold experience;)
Interesting company, but nowadays even big banks have these products in their selection and other companies have at least some alternative. Even so, the potential in this sector is high. The analysts' outlook is quite positive.