Bill Combs

Do you address moral considerations and ethics when investing in stocks?

Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO or $LMT...
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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.

Recently, the stock indices have finally fallen significantly. I recently bought $CNDX.L and I'm thinking about maybe buying some India and China focused ETFs as well.

What ETFs besides the SP500 do you invest in?

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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Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD jumped 6% and $TSLA even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see...
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Does anyone else here hold shares of $CEZ.PR?

I bought a few shares of CEZ a few years ago, but a lot has changed since then and I wouldn't buy again. My position is pretty small, so I'll hold until something changes significantly.

Investors, which stocks did you buy last?

I'm taking advantage of the correction and slowly overbought. Most recently I overbought $AMD, $TSLA and established a position in $TTD.

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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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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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?

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?