The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD or $AMZN, but I'm getting more cautious and accumulating cash.
I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG$AMZN$NVDA. I see, as with you Luky, one more time then $TTD was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".
As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.
Which companies' results will you be interested in?
The stock is up more than 50% since the beginning of the year and it is clear that it is doing well again after a long time. I sold the stock at a loss last year. Of course, it's not pleasant to see them rise after I sold them, but I still don't like the fundamentals and I won't be buying the stock again.
Apple's results may have exceeded expectations, but I don't feel good about it. Tariffs are gradually starting to be reflected in the results and growth is slowing. I still hold $AAPLstock in my portfolio, but I sold some of it last week and moved the money into other stocks.
Does Apple still look like an interesting investment to you?
I've been looking at different brokerage firms and their stocks recently, and I've been surprised at how strongly they've been rising. For example, $IBKR or $XTB.WAhas been a very solid performer . $HOOD is also interesting . I'm adding $XTB.WA to my watchlist right now and would happily buy at a lower price.
The results have not been very good and frankly I don't see any positive factors that would indicate that the company will do well and grow. I see$SBUX as a value stock, but an uninteresting one that I will definitely not be investing in.
I haven't had many interesting companies on my watchlist in the last couple of months, but recently ON Semiconductor caught my eye. It makes chips for automakers like Tesla, GM, Hyundai, Ford and VW. While it's not in an ideal situation right now and its results aren't great, it has quite a bit of potential and the stock is cheap right now.
Have you ever been affected by the FOMO effect? If so, in which investment or stock?
I got influenced by it in the beginning mainly in $NKE and $CVS. I did what everyone else was doing and was afraid of being left behind - which was a mistake. But I've taken a different approach over the last year, and I'm trying to be guided mostly by facts, not sentiment.
What do you think of Intel's results? Does anyone else have $INTCstock in their portfolio?
I think the results were not too bad, but the company is still not doing well (detailed info is in flash news). I never had$INTC stock in my portfolio and I would definitely not invest in this company now.
Do you have tobacco company stocks in your portfolio?
These dividend stocks are doing quite well this year, as $MO, $BTI and $PM are up more than 10% since the beginning of the year. Last year I had $MO in my portfolio and was very happy, but this year I sold the dividend stocks and bought growth stocks.
The results missed expectations and almost all items posted a loss. Still, $TSLAstock is up 5% in the after market, ostensibly due to Musk announcing that he'll be pulling out of DOGE next month to focus more on Tesla. I've already bought the stock this year and have pretty mixed feelings about these results.
Shares of BlackRock, the world's largest investment asset manager, have already fallen more than 16% since the start of the year, which is not very common for such a firm. Overall, I find financial sector stocks cheap right now and see this as an interesting opportunity.
Are you buying shares of $BLK? Do you have any stocks from this sector on your watchlist right now?
The growth of $HTZstock continues unabated. The stock is up 136% in the last month alone, which is pretty solid for a car rental company. The news of Pershing Square's large stake in Hertz is behind the growth. I won't be investing in it anymore, but other car rental companies may be interesting.
It's starting to get pretty exciting and this week is going to be very interesting in terms of results. For me, the most important results will definitely be $TSLA, $GOOG and $INTC. If the stock continues to fall, I'll be overbought.
Which companies' results will you be interested in? And what stocks are you planning to buy?
I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG $AMZN $NVDA. I see, as with you Luky, one more time then $TTD was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".