Today, $CVSstock jumped 5%, but for the year, it's still at a significant loss. I have an intermediate position and am currently approximately -11%. I won't be selling, but I will be very interested in the next results and will decide whether to hold or sell in 2025 based on that.
How do you currently view $CVS? Are you buying, holding or selling?
Very high quality company, but the price is pretty high right now, so I wouldn't buy now.
Interesting, but overall that performance doesn't beat the SP500, so I don't really care.
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...
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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.
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I'd still rather invest mainly in the US and buy some of the biggest and best stocks from Europe, but these aren't it.
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.
What's your take on $SHOP?
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?
I don't invest in China, but I saw that Alibaba has quite a bit of cash for buybacks right now, which is good news.
What do you think about $RHM.DEstock ?
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.
I would love to buy their stock, but unfortunately the valuation is really high right now. I'll wait for a better price.
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...
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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.
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.
Probably too much of a growth stock for me, and in fact I don't quite see why this company should be a long-term growth stock.
I have a couple of shares and will wait to see what the next results are and if I'm in profit I'll probably sell.