

Bill Combs


Shares of $WFC fell more than 6% after the results. Currently, the bank's stock seems quite undervalued, and this drop creates an even more solid discount. I'm not buying since I already have $BAC in my portfolio , but this is a nice buying opportunity for me.
Hasanyone bought shares of $WFC?

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I don't really like those car companies, but Stellantis is a pretty good company. Buying it might not be a bad choice.

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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.
Netflixy is going to be a pushover. That's where I think it will be most interesting. Subscribers are what often diminish in the summer as people travel and don't watch movies.