Do you also have shares of Czech banks in your portfolio?
Overall, Czech banks did well last year, with $MONET.PR up 30% and $ERBAG.PR up more than 60%. I bought $KOMB.PR and $ERBAG.PR last year for diversification and so far I am very satisfied.
In the end, ASML's results turned out great - sales and net profit exceeded expectations and overall it is clear that the company really did well. Shares of $ASML are up 11% today, which makes me personally quite happy as ASML is one of my largest positions.
What do you think of $ASML's results ?
AT&T reported very positive results yesterday, which subsequently pushed the stock up 6%. For example, the company's net income rose 70% year-over-year. Shares of $T have been rising over the past few months, but it's still an uninteresting stock to me and I won't be investing in it.
What's your take on $T?
What do you think about the current DeepSeek sale? What stocks do you plan to buy after the market opens?
Shares of U.S. technology companies have fallen sharply following news of Chinese artificial intelligence company DeepSeek's breakthrough. In the pre-market so far, $NVDA, $MSFT and $METAhave fallen significantly , and $ASML shares have lost over 10% after the opening bell...
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The trady is just pouring in :) Great opportunity to trade this high volatility.
What do you think about the decline in $AAPLstock this year ? Are you buying or selling?
Shares of $AAPL are down more than 10% in the past month. The main reason for the decline was investors' reaction to news of a significant drop in iPhone sales in China. It seems to me that Apple has the least potential out of the "Magnificent 7", so I'll just hold the stock for now.
I'm very curious how the DOJ's Google lawsuit will turn out, if they block those Apple payments for the search page they will lose about 20% of their net profit which they didn't have to put any effort into and I would say it will also reduce their overall margins.
Shares of American Airlines fell about 8% yesterday after earnings, mainly due to a lower outlook for this year. I wasn't that impressed with $AAL, but lately it seems like the sector is starting to recover. I find $UAL and $DAL the best so far, but their share price is not too low again.
What do you think about the results of $AAL?
I have $RYAAY from this sector. It takes a slightly different approach than other companies. I wouldn't go to another one.
Procter & Gamble also reported results today. The results were quite good, the company is planning $6 billion worth of buybacks this year, and overall it is clear that the company is doing well. I use their products a lot, but the stock is too defensive for me and I don't see that much potential with it.
Does anyone have $PGstock in their portfolio?
The price is currently very high, so I would wait to buy. I prefer to buy AMD now.
These companies are really doing well and the performance is great. If $0M6I.L would get below $23, I would start buying.
Do you have any stocks in your portfolio that are not too dependent on economic cycles?
In my portfolio it would definitely be $WMstocks , as garbage is always being exported. Plus, the chart shows nicely that the various crises in the past have not affected this stock much. The other stock will probably be $MO, since people are always smoking whether interest rates are low or...
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Altria is great for me, it's perfect for adding to your portfolio and the dividend is very high.
What do you think about the recent news of a possible Intel acquisition?
After the news of a possible acquisition of Intel by an anonymous company, $INTCstock is up 9%. If that were to happen, I think it could only help Intel. But my opinion is still the same and I wouldn't buy $INTC stock.
Even if that happens, I still think it's an uninteresting and risky investment. Intel simply won't catch up with its competition anymore.
In the end, the results of the big banks turned out very well - almost all items exceeded expectations. I have $BACstock in my portfolio and was recently intrigued by @m wise_investor' s article on the City, so I bought $C at the beginning of the year and am very happy so far.
Which bank stocks do you have in your portfolio?
I have a few years of $JPM stock in my portfolio and that's good enough for now. Overall financial sector stocks are very expensive right now.
As far as defensive stocks are concerned, it's not just $PEP and $KOthat are falling now , but also $NESM.DE. Nestlé shares have lost more than 20% over the past year, yet the company is not doing badly financially at all. I don't buy defensive stocks much, but $PEP or $NESM.DE are at interesting prices right now.
What's your take on $NESM.DEstock ?
The drop there is really significant, but I've been looking more at $PEP stock lately, as the price is really low there right now.
How is the arms industry represented in your portfolio?
I'm still watching $LMTstock and starting to seriously consider buying it. I think the company has a great business, the current price is quite low and the P/E is not exorbitant. In addition, Donald Trump has a fairly positive relationship with the sector, and his potential actions could help these companies grow.
In addition to US banks, my portfolio includes $KOMB.PR. The stock is rising nicely right now and the dividend is pretty decent.