I recently came across a company called Liberty Media, which is a holding company under which Formula One Group. Overall it's quite an interesting business and the performance for me is not bad.
What do you think of Donald Trump's appointment of Robert F. Kennedy Jr. as Secretary of Health?
This guy is quite famous for his criticism of the pharmaceutical industry. Several pharmaceutical stocks plunged in price after this news, and $MRNAstock saw a significant drop (-7%). I've sold some stocks in this sector this year, so I'm not that bothered. I currently only have $C... Read more
Does anyone have Polish stocks in their portfolio?
I'm quite interested in Polish stocks this year, and from what I've seen, there are some pretty interesting opportunities in Poland. I haven't bought any Polish stocks for my portfolio yet, but I think I'm most interested in $DNP.WA and $PKN.WA.
Are you buying $ASMLstock now that the price is so low?
Shares of $ASML have been on a tear this year, down several dozen percent since its ATH. The outlook is still very bullish for next year and currently the stock is very undervalued, which is why I overbought this week.
So far in this sector I'm in $LRCX but the price here is already very interesting, I think it's just some reaction and uncertainty of what all is to come from Trump and his cells. But once things calm down I think the price will go up again. The outlook is great and the world just needs this company. 😁 I already have a lot of these technologies in my portfolio but I will probably open a position here as well.
Shares of $SHOP are up more than 20% today after the results, that's pretty solid growth. Revenue was up 26% and overall results were very good (more at Flash News). The stock has only been rising lately and there aren't many opportunities to buy at a lower price. Interesting company for me, but I don't need to have $SHOP stock in my portfolio.
I am surprised that this company has grown so fast and so much. I honestly wouldn't buy their stock as the stock is too volatile and the ups or downs are too pronounced.
Are you still holding $COINstock , or are you already taking profits?
Today the stock is up over 20%, and over the last 5 days it's up +77%, which is quite a bump. I have their stock in my speculative portfolio and I'm currently over 30% in profit. I won't take profits yet, but I may sell some of the position before the end of the year.
This week is going to be very interesting again and probably a large part of the US stocks will still rise thanks to Trump's win. I'll be interested in the results of $CEZ.PR, $SPOT, $DIS and $BABAnext week + I'll definitely be watching how the price of $BTCUSD develops .
Which company's results will you be interested in this week?
For me, a quality company that is in an important sector and overall I like the focus and would like to have this sector represented in my portfolio. So I'll either buy $LMT or $RHM.DE, but I'll have to wait a while for a better price as both stocks are still pretty expensive.
Warner Bros. Discovery reported results today that I didn't think were particularly good, but the stock is up significantly because of Trump's win. The stock is up 11% today alone and over 16% in the last 5 days. I have their stock in my portfolio, I'm finally in a solid profit and I'm thinking of selling part of my position.
What do you think of $WBD's results ? Do you think... Read more
The stock may be rising, but it will be short-lived. With this company, I don't see why I should have their stock in my portfolio, so I haven't bought.
I think yesterday was very interesting for everyone and it had a very positive impact on the stock market. From what I looked at, the stocks that rose the most in my portfolio were $TSLA, $CAT, $CVS and $BAC.
Which stocks in your portfolio rose the most yesterday?
A quality business and especially $RACE is not some ordinary car company and such a company will thrive even if other companies don't. But I don't have shares of this company in my portfolio.
I've had $DUOL stock on my watchlistfor a while now . The stock is still rising and the downside is not coming. The stock is very overvalued in my opinion, so I will keep waiting for a significant drop so I can buy at a better price.
Next week will also be very interesting in terms of company results. I will definitely be interested in the results of $O, $PLTR, $CVS, $RACE and $DUOL.
Which companies' results will you be interested in?
Globalstar shares rose yesterday by more than 30% after the company announced an extension to its agreement with Apple (more in Flash News). I wasn't familiar with this company and frankly wasn't very interested, but the Apple deal is interesting and maybe the company has potential.
Coinbase also reported results on Wednesday. Unfortunately, the results were not good at all and the stock subsequently fell by more than 15%. I have $COINstock in my speculative portfolio and of course I am not happy about this drop, but I will not be selling.
Interesting, but overall that performance doesn't beat the SP500, so I don't really care.