Bill Combs

Investors, which broker do you use for investing and why?

I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB...
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Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.

What do you think of $ULTA? Why do you...
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It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA and would like to buy $DNP.WA at a lower price .

Do you also have any Polish stocks in your portfolio?

So $AMDstock has already dropped below $100. They've lost 20% this year alone. I bought in at the beginning of the year and am currently still overbought. I think the stock is significantly undervalued now and has huge potential...
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Investors, which semiconductor stocks do you have in your portfolio?

For me, this sector makes up a fairly large part of my portfolio. I've had $ASMLstock for quite some time and recently bought $AMD and $AVGO after the downturn .

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?

Are you buying ETFs in the current downturn?

The S&P 500 ($^GSPC) is down about 5% in the last month and $^NDX is down about 8%. I'm currently overbought mostly individual stocks, but this time I also overbought the Nasdaq 100.

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?

If you had to choose now, would you rather have $LMT or $RHM.DEstock in your portfolio ?

While $RHM.DEstock is up significantly this year, $LMT stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.

Do you buy, sell or hold?

I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been...
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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?

This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT, $CRWD and $AVGO.

Which companies' results will you be interested in? Do you think the correction will continue?

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?