SoFi will be reporting results this week and I'm curious to see how it plays out and what the stock reaction will be. I have a fairly large position and unless fundamentals change, I will continue to hold despite the high valuation.
What do you expect from $SOFI'sresults ? Does it still seem reasonably valued to you?
Personally, I definitely prefer growth stocks because I still have plenty of time and can afford to take more risks. Dividend stocks don't make sense to me at a young age and I will invest in them when I am much older.
I have both growth and dividend stocks in my portfolio. I definitely want to outperform the SP500, but the dividend stocks are fine for diversification and portfolio stability.
Investors, which sector do you understand best and why?
I mainly focus on technology and semiconductor companies. It's a sector that I enjoy, and I've been watching all sorts of technology and videos about it for a few years now.
In the end, Intel's results weren't great and the stock plunged in the aftermarket. My opinion hasn't changed and I wouldn't invest in $INTC. We'll see how they do, but I hope that in time $AMD will take their share .
Google reported great results that exceeded expectations. $GOOG is currently one of my biggest positions and the stock still looks pretty undervalued to me and the company has a lot of potential.
What do you think of the results? Do you find $GOOGstock undervalued as well?
Several stocks have fallen nicely this week, creating interesting opportunities. For example, $LMT and $PMhave dropped significantly, but I' m not really interested in those yet and I'm more waiting for $TSLA and $GOOG.
Verizon is clearly doing well and the stock is up 4% after the results. But I've never been interested in this stock and it's not interesting to me. These companies have put their major growth behind them and the stock performance is lousy.
LVMH will report its results today. The company hasn't been doing too well lately and other companies in the sector aren't doing much better either. I have a smaller position in LVMH, but once I get into profit, I'll dump the shares.
What results do you expect? Are you invested in the sector?
In your opinion, does it still make sense to invest in Czech shares?
They have been doing quite well overall lately and banks in particular have been paying great dividends. As a Czech, I have a few domestic titles in my portfolio and so far I am satisfied. Specifically, I hold $KOMB.PR, $CEZ.PR and $CZG.PR.
Shares of $NFLX fell 5% after the results, but I don't see any fundamental problem with the results. Such a drop for Netflix is not very common, as the stock has rather just been rising lately.
Anyone overbought $NFLX, or does the drop still seem small to you?
TSMC has shown great results and is clearly doing well. The stock has risen since the beginning of the year, but the valuation is still not completely overshot.
What do you think of the results? Would you continue to buy at the current price?
Chinese stocks have been doing quite well lately and this year's earnings are looking good. I'm holding $BABA and $BY6.F. I'm happy so far and may buy some more.
Shares of $JNJ are up 4% after the results. The numbers look good, but my opinion hasn't changed and I still see the company as uninteresting and don't want to invest in it.
Trade Desk shares rose more than 10% yesterday after S&P Dow Jones announced that TTD would replace Ansys in its index. I have $TTDstock in my portfolio and it's one of my largest positions and this is great news for the company.
Does it make sense for you to invest in individual stocks and ETFs at the same time?
I sometimes think about selling the SP500 ($^GSPC) and moving the money into individual stocks. On the other hand, I consider it a safe and stable component of my portfolio, so I won't sell anything.
The results were great, but it's too volatile a stock for me.