Bill Combs

Are $YUM or $MCDstocks better ?

Under Yum is KFC, which is one of McDonald's biggest competitors, but performance and profitability vary quite a bit. I would definitely prefer to buy $MCD as it is bigger, more successful and...
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Over the course of this year, $RYAAYstock is down over 14%. Ryanair is one of the best airlines right now in my opinion and I believe the company will thrive in the long run. I won't be buying, but the price is quite low right now, which could be a nice opportunity.

What do you think of Ryanair?

Investors, which stock is most represented in your portfolio?

For me it is currently $ASML, followed by $GOOG and $AAPL.

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?

What do you think about Czech bank shares?

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.

Does anyone have $GEOstock in their portfolio ?

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.

Anyone overbought on this decline?

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.

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?

What stocks have you bought or sold the most so far this month?

I've sold $PFEstock this month and have been buying $ASML stock quite heavily during the current downturn .

What do you think of Netflix's ($NFLX) results?

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 or $MNST?

$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.

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.

Are you buying $UNHstock on the current downturn?

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.

Which broker do you use?