Bill Combs

In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O, $VICI) and maybe even $CVS.

What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?

How do you feel about Disney ($DIS)at the moment?

I have bought shares of $DIS for a while now and have a loss there. Overall this year the stock is going rather sideways and there is no news coming from the company. I don't know what or how Disney wants to restore growth and more profitability again, so I'm not buying anymore. I will hold for now and wait to see what Disney...
Read more

Today $CZG.PRwill report results . Recent results were not the best as earnings fell, but that was mainly due to the acquisition. I have the stock in my portfolio and will hold it.

Do you have shares of $CZG.PR in your portfolio?

How do you feel about $UBERstock ?

I think it's a great company and the business has done well. Uber has now expanded its partnership with Waymo again. But the stock is high enough to buy right now. I'll be happy to use their services on vacation, but I don't want $UBERstock in my portfolio.

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?