Bill Combs
@billcombs
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Experienced trader with long term vision. Ex Microsoft, ex Seattle resident.
Joined Apr 2023
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Does anyone have telecom stocks in their portfolio? If so, why?
I'm familiar with stocks like $VZ, $T, and $TMUS, but I don't think they are very interesting investments. The main growth has already passed these companies and apart from a decent dividend I find them uninteresting and often loss making.
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It's a super dividend stock and for a stable portfolio it's absolutely ideal. I have a smaller position in $T and the performance is great.
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Which company in your portfolio do you think has the biggest competitive advantage?
For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.
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I would also pick $ASML because there are few companies like that on the market and the current valuation is still great.
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BYD last month significantly cut the prices of its cars, sparking a price war in China. The company has faced criticism from regulators, which may pose a problem. Still, I think it was a great move and BYD is starting to get ahead of Tesla. If the stock continues to fall, I'll definitely buy in.
What do you think of the $BY6.Fstrategy ?
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If all goes well, the company will probably grow, but when politics and other companies get involved, it could be a problem.
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Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.
Do you have $BAstock in your portfolio? Are you investing in the sector?
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The company is off to a good start and they are finally starting to do well. Plus, it's still the best company in its industry.
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There's a lot of interesting stuff, I'll join the others, it depends on what one is looking at. I've been looking at $ORCL lately, unfortunately I didn't buy it, which literally pisses me off. 🙈 Although I also have a portfolio at its peak because I guess you can't do it any other way if you're in tech, but somehow I feel like I've been too reserved this year, too.....🙈 I don't know Trump at all and I feel like the world situation changes too often and you don't know where you stand.
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AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.
What do you guys think? Do you have $AMDstock in your portfolio?
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I'd like it to be quiet but that's not certain and they'll probably have a few more fights.
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Does anyone have $0M6I.Lin their portfolio ?
This firm specializes in land development, construction and transportation infrastructure. It's a plain and simple company, but its stock is up over 170% in the last year, which is a very solid performance for the construction sector. I'm holding a middle position and am currently up roughly +80%.
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Nice growth stock, but that valuation is very high. Let's see if it keeps growing like this.
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I'm also most comfortable with ETFs for now, but I'll definitely include BTC directly in time.
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It's hard to say, but in 15 years they'll be driving mostly EVs, so I imagine I'll be holding $TSLA stock for a long time.
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Hopefully things will calm down and everything will be fine again. I hope Musk doesn't swear anymore.
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Broadcom reported great results yesterday. Revenues were up 20% year-on-year and other items also grew solidly. The stock has rallied recently and the current valuation is already quite high. I've had $AVGOstock in my portfolio for a few months now and I'm very happy so far.
Do you also have $AVGOstock in your portfolio?
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I started buying shares at the beginning of the year and have been in solid profit since then and the results have been good too.
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LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.
What is your opinion on LVMH? Do you have shares of $MC.PA in your portfolio?
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The company has enough problems and the performance is really lousy. From this sector I find interesting especially $RMS.PA.
If there was an opportunity and the stock dropped significantly, I would take a position. But these companies are obviously going to do pretty well right now.