
Bill Combs
Yesterday in South Korea, a Boeing 737-800 tragically crashed. It is not yet known what caused the crash, but if it was Boeing's fault, it could be a big problem for the company. We'll see how $BAstock reacts after the market opens today . I wouldn't buy their stock for my portfolio.
How do you feel about the current situation surrounding Boeing?
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This sector is too cyclical for me and Boeing is a great example. That chart looks really scary and in the final analysis the stock isn't even growing much.
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.
Do you have shares of $RMS.PA in your portfolio?
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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.
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.
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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.
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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.
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I have $O stock in my portfolio and I am very happy. The company pays a nice dividend, just the price isn't growing much right now.
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This is definitely a nice business and the demand for products from these companies is likely to remain high.
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Top arms company. The price is still high for me, but I definitely see it as a very stable company.
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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.
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In which markets/countries do you invest the most in stocks?
I definitely have the most US stocks in my portfolio, but Europe is also a significant part of my portfolio and I have a little bit in Czech stocks.
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?
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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
I wonder where you are getting the confidence that there will be a major drop and that it will be anytime soon. Do you know something that the rest of the investors don't know? How long will you possibly wait before you change your mind? Where will you keep your cash parked to keep it from being eaten up by inflation? What attracts you to Europe, where most companies are struggling and not at all comparable to the US market? What do you see as a possible way out of their situation there?