Bill Combs

How do you feel about the current valuation of $CRWDstock ?

CrowdStrike shares have depreciated approximately 15% since their ATH, but remain expensive for many investors. I was buying back in the summer during the big drop and am now overbought. The company still has a lot of potential and I don't think $CRWDstock is significantly overvalued right now.

Investors, which automotive stocks do you have in your portfolio?

I've had $P911.DEstock in my portfolio for a while now and I'm at a big loss, but I'll hold. Currently $TSLA is already looking pretty interesting to me , so I'm slowly buying in, but I'll wait for better prices.

In addition to $NVDA, Snowflake reported results yesterday . The results beat expectations and $SNOW stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN and $GOOG in my portfolio because they look much better to me.

What stocks from this sector do you have in your portfolio?

What do you think about the drop in $TSLAstock ? Are you overbought?

Lots of stocks are down this week and Tesla stock is down significantly. The stock is down 20% in the last month alone. I'm just waiting for the price to get below $300, and then I'll start overbought.

$BRK-B reported very solid results today and the stock subsequently rose 4%. For example, operating profit for last quarter was up 71% (more in flash news). I regularly invest in the S&P 500, but this stock is also great for regular investing.

Would you rather invest in the S&P 500 or in $BRK-B?

Berkshire Hathaway reported very solid results today. For example, operating profit for last quarter was up 71% (see flash newsfor a nice summary of the results ). Shares of $BRK-B are up 4% today and are up 10% year-to-date...
Read more

Shares of $UNH plunged 7% on Friday following news that the U.S. Department of Justice (DoJ) has opened an investigation into billing practices in recent months. Over the past month, the stock has more or less just been falling. I have a smaller position, but I won't be overbought.

Are you overbought $UNHstock after this drop?

Walmart reported strong results and the outlook is also positive, yet the stock is down 6%. I honestly can't decide if this is a good buying opportunity or if the stock is still expensive.

In your opinion, is this a good buying opportunity or is $WMTstock still expensive?

Today Alibaba reported results that were very good, and it is clear that the company is still doing well. Shares rose 14% after the results. I bought the stock at the beginning of the year and am currently over 50% in profit, which makes me quite happy.

What do you think of $BABA'sresults ?

Investors, do you find $LLY or $NVObetter ?

Both companies have very similar businesses and compete with each other. With $NVO, they may be at risk of tariffs that Trump might impose, and their drug may not be as popular in the US. Still, $NVO currently looks more interesting to me , which is why I've been shopping around this year. I think the stock is undervalued and the...
Read more

Which Chinese stocks are in your portfolio?

I used to not want to invest in China at all, but I changed my mind over time. I bought $BABAstock at the beginning of the year and would like to buy more $BY6.F at a better price .

What do you think about the growth of $METAstock this year ?

The stock is up over 20% since the beginning of the year, which is pretty solid, and so far it looks like the company should do very well this year. I bought the stock at the beginning of the year and I'm very pleased.

I had previously thought about buying shares of $ABNB, but ended up not buying them. However, I find $BKNG quite interesting as it has very good numbers and has been growing strongly recently. The stock is overvalued right now though, so we'll see if maybe there's a correction after this week's results.

Do you have shares of $ABNB or $BKNG in your portfolio?

Coinbase shares rose 9% yesterday after the results. The results were very good, mainly due to the growing interest in cryptocurrencies, especially BTC. I still hold$COINstock , but I have gradually switched directly to BTC.

Do you have $COINstock in your portfolio ?

CVS stock is up more than 15% after yesterday's results. While the results were not particularly good, they beat expectations. I sold the stock at the beginning of the year and I'm glad I did. The stock is up now, but I still don't like the fundamentals.

What's your take on $CVS?