Bill Combs
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Finally a discount on an expensive stock. Still, the price is still high...:)
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The current trend is truly exemplary. Congratulations to all who have bought. I'm not. But Spotify has been struggling a lot with Apple Music lately. Here in Europe it's pretty much winning, but it's the US that's weaker. They had to raise the price if I'm not mistaken. That's how they got above Apple. Still, the numbers are very good.
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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.
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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.
Google is my biggest position. I shopped for really very decent values, so the answer ba question is: deep😅