I see that $RMS.PAstock is doing quite well this year compared to $MC.PA. I think Hermès is a great company with a nice business, however the stock is really expensive right now and a bigger drop would have to come for me to start thinking about buying.
What do you think about the recent news that FedEx is planning a spin-off of its freight division?
It's good news for investors, which was reflected on the chart, as the stock rose more than 9% following the news. I don't have shares of $FDX in my portfolio, but I think FedEx is a great company and could be a great stock for portfolio diversification.
FedEx doesn't make sense to me anymore, as it was recently overtaken by Amazon and is much better at it. So if I had to pick a stock from this sector, it would be $AMZN.
I see that $JNJstock is already down 9% this year and the stock hasn't risen much in the last 5 years. I've never been interested in this company and never invested in it, but I'm glad for that.
For a couple of years I had JNJ in my portfolio as a "security" but when I started investing in the index again I had no reason to leave it there. Generally, I have left the whole farm sector because I have no expertise there, which is very difficult to get from commonly available materials.
Does anyone have $SYK or $MDTstocks in their portfolio ?
Both companies are focused on medical device and technology manufacturing, which is very important and needed these days. Overall, I'm more interested in $SYKstock , but the price is not low at all right now.
I see that $LMTstock has been down a lot lately. For me a great company that still has potential and the stock is getting to an interesting price in my opinion, but I won't be buying just yet.
What do you think of today's 20% drop in $NVOstock ? Will you buy?
Novo Nordisk's shares fell sharply today following news that the weight-loss drug CagriSema achieved lower than expected efficacy in trials. I don't have $NVOstock in my portfolio, but I want to focus on this company now.
The company is doing well, but I wouldn't buy the stock as it's a pretty volatile and choppy business. You can see it just on this news alone that one drug will fail and the stock will plummet 20%. I think that's terrible.
The stock has already fallen several tens of percent this year and the fundamentals don't look good to me at all. I have a smaller position and plan to still hold, but a lot will also depend on the next earnings.
Which market do you invest in the most besides the US?
For me it's definitely Europe, mainly $ASML, $MC.PA and I have a little bit in Czech stocks. Eventually I plan to probably include Chinese stocks as well.
Shares of $TSLA were up another 6% yesterday. The stock is up over 89% since the beginning of the year and over 145% in the last 6 months. I recently sold off some of it, but I still hold most of it and am currently in profit some 115%.
How much of a profit on $TSLAstock do you have? Are you selling or still holding?
I'm glad I reassessed my portfolio and I only have three stocks left and the vast majority are Tesla (+110%) I used to have $GOOGL I eventually sold at a small profit and I also sold $MSFT. I bought two others that I think have more potential and they also fell in price. :) Of course as I bought they fell even more but that's no surprise that's the rule. :D
Which Magnificent 7 company do you currently see the most potential and room for growth?
For me, definitely $GOOG, as this stock is the cheapest of the seven. Plus, they have projects in the works with a lot of potential. The lower share price right now, in my opinion, is largely due to litigation and lawsuits with the authorities, but that could change by next year. After $GOO... Read more
If I had to choose, it would be $RMS.PA, as the performance is better and the company is doing better overall in all respects.