Bill Combs

Investors, what is your current investment strategy?

I recently bought into $ASML and $GOOGshares , but otherwise I'm trying not to buy anything and am accumulating cash that I want to have ready for when the bigger dips come.

Shares of $ADBE are down 9% following the results. I have to say that this company has never really impressed me and it's clear that they are not doing well this year.

What's your take on $ADBE?

Today, $MRNAstock is down more than 17% (More in flash news), which is already a pretty significant loss. Overall, this company's stock has been down quite a bit lately. I own shares of $PFEfrom this sector and would like to sell them, but I'm still in for a big loss there.

Does it make sense for you to invest in $MRNA or $PFEstock ?

What stock has caught your eye the most recently? And why?

I've only been buying stocks that are already in my portfolio lately. However, I have had $SQstocks on my watchlist for a while now, and I would like to focus more on them.

Yesterday, $PLTRstock jumped 16%. I've never cared much for the company, but that's probably a mistake. But now the price to buy is high.

Do you have $PLTRstock in your portfolio?

So shares of $GOOG are already under $150. It's down 9% in the last 5 days . For me, it's already an interesting opportunity and the discount is really nice, so I bought in today.

Are you already buying $GOOGstock ?

How many positions do you currently have in your portfolio? And what do you think is the ideal number?

For me, the ideal number of positions is up to 20 and I have 17 positions in my portfolio now. I plan to sell some positions partially or completely, so I will have room for more.

Shares of $AI were down as much as 16% yesterday (more in Flash News). I honestly don't know the company very well and don't know exactly what it does.

Would it make sense for you to invest in $AI?

Shares of $ASML are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML is currently one of the largest positions. I took advantage of the discount yesterday and overbought.

Did you also buy into $ASMLstock ?

It doesn't look good with Intel at all. Since the beginning of the year, the stock is down nearly 60%, which is quite a bump. I don't have $INTC stock in my portfolio, and I don't want it.

What's your take on the Intel situation?

Shares of $BTI and $MO formed new ATH today. Both stocks are up over 25% year to date and also pay a dividend of over 7%. I had both $BTI and $MOin my portfolio until the beginning of the summer . I sold $BTI and kept $MO as I trust Altria and don't need more than $BTI and two tobacco stocks in my portfolio.

What about you? Do you prefer $BTI or $MO and why?

Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.

How do you currently view $CVS?

Does anyone have $ULTAstock in their portfolio ?

I noticed that Warren Buffett has been buying their stock this year. The company is also in an interesting sector, but I haven't studied the company in detail.

I've been thinking about including a stock from the arms industry in my portfolio for some time now. I currently have only $CZG.PRin my portfolio . So far, I'm most interested in $LMT, but I'd be happy for any other tips.

What is your favorite arms industry stock?

I recently added Erste shares to my portfolio at Fio and I also have $CEZ.PR, $CZG.PR and $KOMB.PRin 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?