
Bill Combs
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I'm not buying at the current price. But as a position complement, it's different and I understand that.
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Luxury goods have shown really good resilience and growth in recent years. It's similar to LVMH. Both companies are doing very well. There was even (maybe still is) a collaboration with Apple on the Apple Watch.
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.
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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?
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Unfortunately I'm in loss here too, I have an average buy here at 67$, I could be buying already, but the price was already lower so I'll wait, my position is also bigger but I believe that at least at 70$ they will look again.
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 ?
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You took advantage of the downturn nicely. Looks like the market is not going to just turn around, so you're sure to "make a killing" 😉.
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I don't own CEZ, but their dividend and growth over the last few years is awesome. But the government "gibberish" around here is just bad...
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The company is not bad in the end and I quite like it, but if I had to have all similar companies in my portfolio, there would be countless of them already😅
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You would look for European stocks in my portfolio. This is also true for banks. I only have $JPM.

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The company is really doing well, and not just on the stock market itself, but since the IPO I have a feeling that something is wrong with the price😅


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I also bought it before the split on speculation because it's doing exactly what I suspected and that's growing further, so I'll just say it's a shame I didn't have more spare cash to put into it ... I've already got over 15% return in a few days from it.
I'm keeping a close eye on it. When the time comes, I'll buy shorts again :)