What do you think about $VOW3.DEstock ?
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DEin my portfolio, but I don't and won't invest in $VOW3.DE.
I also have only purchased $CNDX.L, but for retirement I would like to include some ETFs that contain high dividend stocks in my portfolio.
Anyone investing in $3CP.F? Would you rather invest in $AAPL, $SMSN.L or $3CP.F?
Xiaomi is a Chinese technology company focused on electronics and smart devices. It's product portfolio is really broad, and one of its main competitors is $AAPL, for example . But it's a growth Chinese stock, which can be quite risky. The price is really high at the moment, but after some...
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Apple isn't doing so well anymore, but it still strikes me as a better and higher quality company than $3CP.F.
Things have calmed down quite a bit now and it looks like the stock could slowly start to rise.
There are much better opportunities on the market right now, and this stock is not cheap at all.
What do you think of the $NKEresults ? Will anyone be buying in today after a 7% drop ?
Nike reported results yesterday that beat expectations, but the stock fell about 7% in the aftermarket. The drop was due to news that the company expects a significant drop in sales. Fortunately,I don't have$NKEstock in my portfolio, but I believe the company will recover over time and...
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I have honestly never been interested in this sector and there are better opportunities on the market right now. I'd rather focus on the technology stocks right now.
Shares of $BA rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA? Do you invest in this sector?
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There...
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I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?
Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.
What's your take on Nike?
The company may grow nicely over the long term, but the performance is just weak and there are much more interesting companies to be found now.
I've been using eToro for quite a while now, but there are high fees for some things, so I'm thinking of switching to T212.
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.
There are much better companies in this sector and I would rather focus on $RMS.PA.
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?
I'm quite intrigued by $DNP.WA shares and would like to include them in my portfolio, but the price is too high right now.
I'm intrigued by AMD too, but we'll see if companies eventually switch to AMD chips or stay with Nvidia.
The European car companies are not in the best situation right now, but when things calm down again, these companies could prosper again.