Bill Combs
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Not me :) You have it in your portfolio? I don't follow her much, but I know that usually a reduction in staff is more likely to be good news.
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I don't have them either, and I've never thought about them. I think the chart says it all...
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The purchase a few months ago is certainly at a very good price and the position will now be in the black. Nice company. Debt OK, dividend, growth on the horizon.
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But this one got away, it was here a while ago and another quarter is already over :) Definitely the end of the week - banks.
Yesterday the US stock market rallied nicely and a lot of stocks hit their all-time highs. For example ,$GOOG, $AAPL, $MSFT, $NFLX and $META allhit their ATHs . I'm not currently buying much over the summer and rather holding, but I'm still riding DCA on $CSPX.L.
How do you currently approach stocks? Are you buying, holding or selling?
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For now, it's more of a hold or sell. There will be buying, but when there is a lot more red on the chart.
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I'm looking at the market very carefully right now. Most stocks are up and if there is a cooling of the big companies, it will be a chain reaction.
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.
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I'm keeping a close eye on it. When the time comes, I'll buy shorts again :)
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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 don't really like those car companies, but Stellantis is a pretty good company. Buying it might not be a bad choice.