Bill Combs

Over the course of this year, $STLAstock is down about 40%. I used to want to buy the stock, but I haven't. Now is a pretty good buying opportunity, but recent results have not been good.

What's your opinion of Stellantis ($STLA)?

I was going through my portfolio today to see which stocks I want to sell because I would like to get rid of them and create some open positions. If the stock takes a profit, I would like to completely sell off $PFE and $DISshares .

Which stocks in your portfolio do you no longer want and would like to sell?

Would you rather invest in $BRK-B or SP500?

I've been investing in the SP500 since the beginning, but I'm thinking of discontinuing that and investing in $BRK-Bfor better performance .

What do you think of the $NIOcar company ?

For quite a long time, their stock was down, but that has recently changed and the stock has risen several tens of percent over the past few months.

It's an interesting company, but I don't invest in China, so I don't want their stock in my portfolio.

What about $UBI.PAstock and today's drop? Anyone buying/selling?

Today the stock down over 15% after the company lowered its financial outlook. That's a drop of more than 22% in the last 5 days.

Yesterday, $Vstock was down 5%, which is a pretty significant drop for such a stable stock. I won't be buying, but I don't think it's a bad time to establish a position.

Will anyone be buying $Vstock on this drop ?

Does anyone have $CPstock in their portfolio ?

I have room for a few more positions in my portfolio and this sector seems ideal for diversification. The company is doing quite well, but I'd be happy for other tips from this sector.

Investors, which stocks make up more than 10% of your portfolio?

For me, $ASML, $GOOG, and $AAPLmake up a significant portion of my portfolio .

Shares of $NKE are up 6% today after Nike said its former CEO will return to the company. That's good news, but the company hasn't been doing well and the stock has been down for a long time.

I previously had $NKE stock in my portfolio and sold it fairly quickly, which was a good decision. I would not buy their stock again.

What's your take on $NKE?

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...
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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?