Bill Combs

What do you think about $RMS.PAstock ?

I want to take a closer look at Hermès and I want to follow the company now because the company is very high quality and the business is great.

What is your current perception of the tobacco industry?

I have $MO and $BTIstocks in my portfolio , but I'm selling BTI and keeping $MO. Revenues from regular cigarettes are down and will continue to decline, but companies are moving to e-cigarettes, new products and various alternatives that are becoming more popular and starting to sell more and more.

Shares of $CVS fell less than 4% yesterday, hitting52-week lows in the process . I have$CVS stock in my portfolio and it's a medium position, but I haven't overbought in a while and don't plan to. I am interested and will decide for me how the company will/will not do and whether the negative fundamentals will continue or improve.

Has anyone overbought during this downturn?

I bought shares of $NVDAfor the first time yesterday . It's a small position and more of a short-term speculation. I may have missed out on the major upside, but I think the stock will continue to rise for a few more months. After the growth, I would subsequently take profits and maybe leave some of the money in there.

How do you currently approach $NVDAstock ?

At the general meeting of CEZ, it was decided to pay a dividend of CZK 52 per share, which is still decent, but it is a significant decrease compared to last year. I have$CEZ.PRshares in my portfolio, but I don't buy them...
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What do you think of$WBDstock ?

I bought this stock some time ago, but I don't want to have a large position in this stock as it is so semi-speculative.

Nike will report results on Thursday. I bought their stock last year, but sold it after a few months. It was a mistake and I should not have included $NKEstock in my portfolio at all.

Do any of you have $NKEstock in your portfolio ? If so, for what reason?

Do you have a stock that makes up more than 10% of your portfolio?

For me it's $ASML and then around 8-9% is $GOOG and $MC.PA.

Do you have shares of $KOMB.PRin your portfolio ?

I bought in last year and was still buying in last month. I'm currently +12% on this position and still getting a decent dividend, which makes me happy.

What do you think is a fair price for $ARMstock ?

I've seen that the company has been doing very well lately and $ARMstock has been growing very solidly this year.

I see $MNSTstock has been down quite a bit lately. Shares of Monster Beverage are down more than 15% this year, which is no small feat. I've had the stock on my watchlist for a while now and I'm thinking of buying their stock at this discount.

Does anyone buy/buy $MNSTstock too ?

How do you currently feel about $NVDAstock ?

The stock is still rising and the sentiment is still positive. Personally, I think their stock will continue to rise for a few more months, but I don't want to speculate on that, so I'm not buying their stock.

I'll follow up on an interesting post by @mudry_investor about Caterpillar. Shares of $CAT are down less than 10% in the last month, creating a nice discount here. I'm definitely going to take advantage of this and overbought today.

Do you have $CATstock in your portfolio?

What do you think is a fair price for $RACEstock ?

Ferrari's stock has been rising solidly for a long time, and the company is doing quite well. The stock is currently expensive for me, but at a lower price I might think about buying it.

Shares of $AAPL are at their all time high and the stock is up 12% in the last month. I've been buying a lot of $AAPL stock around $130 and then overbought around $160.

What prices have you been buying at? At what prices do you plan to overbought?