
Bill Combs
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Novo Nordisk shares fell 9% today following news that the weight loss drug CagriSema was not as effective as expected in clinical trials. Investors may not be happy with such news, but on the other hand, this decline can be used to increase the position.
What do you think about this news? Are you buying $NVO after today's drop?
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I've got a smaller position and I'll hold for now. Right now I'm more buying and taking advantage of the downturn in tech stocks.
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I don't have ETFs in my portfolio and I buy specific stocks. The closest thing I have to an ETF is $BRK-B, but that's expensive right now.
Broadcom reported very solid results yesterday, beating expectations. Shares of $AVGO subsequently rose 12% in the aftermarket. I'm buying now on the dips, so we'll see if the rise continues or if this is just a short-term reaction.
What do you think of Broadcom's results? Do you have shares of $AVGO in your portfolio?
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Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGOstock on this pullback or are you waiting for better prices?
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The drop is already quite big, al from this sector I have so far only bought $AMD.
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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.
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I've put my money on $TSLA and now I'm buying in. We'll see how far the price goes, as it's possible it will eventually get to $250.
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?
$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?
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I don't invest in the SP500. I have individual stocks in my portfolio and $BRK-B is among them.
I'm intrigued by AMD too, but we'll see if companies eventually switch to AMD chips or stay with Nvidia.