
Bill Combs
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ASML reported its results today, which I thought were solid. $ASML is currently the largest position in my portfolio as it is a great and very high quality company that has a monopoly in this industry. I'm not currently overbought, but if there is a downturn, I'll gladly overbought again.
What do you think of$ASML?
How do you currently feel about $CVSstock ? Are you buying, selling or holding?
In my portfolio ,$CVSis currently the most losing position. Fundamentals are not as nice as they used to be and recent results have not been great either. I am currently holding, but I am no longer overbought and will be very interested in the upcoming results.
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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.
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.
It's an interesting company among airlines. Low-cost airlines are pretty hot. I don't own any of their stock. I'll take a closer look and if I come to a sensible decision, I'll be sure to let you know.