Recently, European car companies are often addressed as they have quite a few problems and are not doing well. I only have $P911.DEfrom European car companies . I don't like this situation, but I'm definitely not going to sell.
Which European car companies do you have in your portfolio?
I think it is a rather interesting investment and a good diversification of the portfolio. I have $KOMB.PR and Erste in my portfolio and I'm satisfied because so far the performance of the stocks is very decent + they pay a nice dividend.
Geo Group focuses on managing private prisons and should Donald Trump win the US election, this company should do even better. It's a pretty big speculation and it may not work out, but I'm thinking of taking a chance and buying a few shares.
Lockheed Martin also reported results yesterday. I don't think the results were bad at all, but the stock still subsequently fell more than 6%. I would like to include $LMTstock in my portfolio, but the price is still too high in my opinion, so I will wait to buy.
Does anyone have $OTISstock in their portfolio too ?
I was quite intrigued by this elevator and escalator manufacturer earlier this summer, so I bought in and so far I'm +10% on this position. The stock has been steadily rising, but admittedly the valuation is quite high and the stock is not cheap.
The question is whether this business is sustainable and whether their stock will rise as it has been, as elevators are almost everywhere and it seems to me that such a company should rather decline.
Since the global blowout that caused Crowdstrike , $CRWDstock has gone up fairly quickly. Since the September plunge , the stock is up more than 40%, a pretty quick comeback.
I was buying during the downturn and I'm currently in profit, so I'm hoping the growth will continue.
What do you think of this rapid growth? Do you have shares of $CRWD in your portfolio?
The results were great, the stock jumped more than 11% after the results and more or less all the numbers are very good. I honestly regret not buying last year, as currently I think Netflix is the best company in the industry.
$CELH could theoretically start competing with $MNST in a few years . I'm not at all impressed with $CELH and find $MNST much more stable and better, but I won't be buying their stock either.
I wouldn't go into this business. For one thing, I don't drink it, but that's not the main reason. It seems to me that the competition can expand pretty quickly and these stocks are already expensive.
Finally, Bank of America also reported very solid results. I have shares of $BAC in my portfolio and they make me happy. While the stock is already up more than 20% for the year, the price doesn't seem that high to me yet.
Would it make sense for you to buy shares of $BAC even at the current price?
In addition to $ASML, $UNH stock also fell significantly today . Due to lowered expectations, the stock fell more than 7% today. I have $UNH stock in my portfolio, but it's only a small position and I'm not likely to overbuy.
Today I was looking at a comparison of different brokers and the fees they charge. I prefer XTB and so far it suits me probably the most + for Czech stocks I have a portfolio with Fio.
Next week will be very interesting in terms of company results. I will be most interested in the results of $BAC and $ASML, as I have these stocks in my portfolio. But I will also be interested in the results of $TSM, $UNH and $NFLX.
Which companies will you be most interested in next week?
Yesterday he reported his results and Black Rock and the results were very good. I have had this company on my watchlist for a while now and I would like to include their stock in my portfolio. But the price is still pretty high. I would start thinking about buying below $800.
For me it is $MO, $AAPL and $MSFT.