
Bill Combs
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For me, the current price is pretty cool, but I probably won't be buying. I might be much more interested in $SQ stock.
I recently came across a company called MercadoLibre. Their business is quite similar to Amazon. Overall, the company has been quite successful and profitable in recent years. It might not be bad for a smaller position, but the price is pretty high right now.
What's your take on MercadoLibre ($MELI)?
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Now with a new CEO, things could turn around and it might not be a bad idea to buy a few shares on speculation that the stock will rise again.
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It's horrible and the important thing is the reason why the stock is falling. European car companies are not doing well and it's a risk to invest now.
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?
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I'm thinking a lot about selling $CVS. They're not doing well at all anymore, but I'll probably wait and if the position turns a profit, I'd probably sell.
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.
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If the stock drops a few percent and the drop is really significant, I would be happy to buy.
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I think it's unnecessary. This is speculation. I'd rather invest in good businesses.
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 $NKE?
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Well if the stock drops even more significantly, it could be a nice buying opportunity.
In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O, $VICI) and maybe even $CVS.
What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?
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Shares of $MO have been rising nicely now and it looks like they will rise even more now that interest rates have been cut.
It's too big a risk for me. The stock is very volatile and the financials look scary too.