I recently added Erste shares to my portfolio at Fio and I also have $CEZ.PR-2.5%, $CZG.PR-5.4% and $KOMB.PR-4.4%in my portfolio . I think of it as portfolio diversification and currently the prices are still not bad for me.
Which CR stocks do you have in your portfolio?
Which banks other than the US do you hold in your portfolio?
I have $KOMB.PR-4.4% in my portfolio besides $BAC-7.7% at Fio and I recently bought shares of Erste.
Which companies' results will you be interested in next week?
I'll be interested in the results of $MDT-5.7%, $PKN.WA-4.1% and maybe $LOW0.3%.
I'm curious about $TGT1.5% and then how the construction sector will do, I'd quite like to find a company at an interesting price if it's not too late, because with the gradual lowering of rates and next year, there could be more building again thanks to cheaper money.
What ETFs do you have in your portfolio besides the S&P500?
I only have $CNDX.L-4.1%besides the SP500 , but I'm thinking about some Indian ETFs, so if anyone has a tip, I'd be happy.
Shares of $WBD-11.9% are still falling and I honestly don't know how to approach this stock. I have a small position as I see potential there and believe the company could do well, but on the other hand, I don't have much to back me up like stock trends, results or profitability.
How do you approach $WBD-11.9%stock ?
I see it pretty pale here too, I'm just there on speculation and dilution because I bought stupid earlier and now I'm just hoping the price gets to $9 and running away from it.
Does anyone have $MDT-5.7%stock in their portfolio ?
I was quite intrigued by Medtronic a couple of years ago as they are in an important sector, the business is nicely built and what they are doing makes sense to me long term and I can see the potential, but I'm interested in the opinion of others.
I don't know the company at all and overall this sector is quite complicated for me, although I would like to have a representative. So I wonder if anyone will know. According to the long term chart, it looks like it has found its bottom around $70 since falling from their highs and could be turning around. I don't know the numbers though, nothing, so I don't know ...😊
How do you feel about $SQ0.6%stock ?
I think it's a pretty interesting company and the business is great too. I was thinking about a smaller position, but I'm not that familiar with the company.
Collectivity is certainly interesting. The stock has sold off quite a bit over the past few years and has fallen below its fair value. Financially, the company is literally in great shape. Debt covers 2/3rds of its cash, so it still has $3 billion left, and it's still growing. Check it out and let me know if you're shopping :)
I see $MNST-4.3%stock is down more than 10% after the results. For me, the stock is currently getting to an interesting price.
Anyone buying in?
The drop came even after the company managed to achieve its highest earnings per share for the quarter. and matched the highest sales figure for the quarter. Investors were now expecting more from the markets, and in this earnings season, more than one stock got burned for the first time in a while. Well, for those of us who don't own this stock, it's an interesting opportunity. But at $40 it would be even better :)
Shopify reported earnings today and the stock shot up 20%. For me, an interesting stock maybe for some speculation, but not really as an investment.
What do you think of $SHOP-6.6%stock ?
Well, the results were, I would say, unexpectedly good. Good for shareholders. I followed the company about two years ago, but I didn't invest in it. Anyway, it's an interesting business.
Shares of $MC.PA-1.5%are down significantly this year . Since the beginning of the year, the stock is down more than 13%. I've taken advantage of this drop and have been overbought.
Are you buying into $MC.PA-1.5%stock as well ?
The slump is very good for shopping. I have already established a base position and will be overbought.
Shares of $GOOG-3.2% plunged 4% yesterday to look below $160. I took advantage of the drop and bought in a little. I'm slowly overbought the stock, but I'm saving my cash for bigger drops.
Are you also buying $GOOG-3.2%stock ?
I got a good price on Google, so I'm not buying yet. It's my biggest position, after all.
This week was quite busy and quite a lot happened on the stock market. There are a lot of interesting companies reporting results again next week. I will be interested in the results of $O-3.3%, $CAT-5.8%, $DIS-6.0%, $CVS-5.7%, $WBD-11.9% and $BABA-9.8%.
Which companies' results will you be interested in next week?
I think the results this week will be the last thing the markets will care about...:)
Shares of $PFE-5.3% have been rising solidly in recent months. Over the past month, the stock is up nearly 10%. Currently, my portfolio position in$PFE-5.3% is rolling over into earnings and I plan on selling in a few months.
Are you selling, buying or holding shares of $PFE-5.3%?
You caught it nicely. But the overall sentiment in the market is going to bring that appreciation down a lot today. The markets are down real solid today.
I don't have any energy stocks in my portfolio at the moment (except $CEZ.PR-2.5%) and $CVX-8.3% makes the most sense for me for now , as I want to hold it mainly for diversification and I'm not looking for mega big growth. The stock has been dropping quite a bit lately, so it's getting to a nice price.
What energy sector stocks are you currently buying?
Good dividend at finally a little lower price😁I'll buy more if the price drops further.
Shares of $MC.PA-1.5% are still falling. They're already down 11% for the year, which I think creates a pretty interesting opportunity. $MC.PA-1.5% is one of the largest positions in my portfolio and I'm currently overbought.
Are you overbought on $MC.PA-1.5%as well ?
It's a classic and luxury will always be bought, but... CHINA... we have become too dependent on it and the comrades are haunted... Enough with the western decadence... You will drink the Rice brandy... Cognac is anti-human.
I don't invest in Czech stocks, but Komerčka seems like a good choice. I would be afraid to invest in CEZ, I would not want to fight the government for it.