Bill Combs

Investors, which stocks are you currently following or find interesting?

I want to take a closer look at$RMS.PA and I recently added $OTIS stock to my portfolio , which I think is also an interesting stock.

What do you think of $RIVNstock ?

For me an interesting company and the new cooperation with $VWA.BR is ha me great. Overall, I see quite a lot of potential in this company, but I haven't included their stock in my portfolio yet. If I ever do include them in the portfolio, it will be a small position.

Shares of $TSLA have been falling for some time, but have risen about 20% in the past month. I've been buying around $170 and if the stock drops there again, I'll overbuy.

At what price are you overbought on$TSLAstock ?

Investors, which stocks from the energy sector are in your portfolio?

I currently only have $CEZ.PRstocks from this sector , but I would like to have more of this sector represented in my portfolio.

Anyone buying $UNHstock ?

The stock is still quite undervalued. I already have $UNHstock in my portfolio, but I'm thinking of overbought.

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.