
Bill Combs
Shares of $SOFI ended yesterday with only a +6% gain after strong results. However, after the market closed, the company announced a public stock issuance of approximately $1.5 billion, sending the stock down 8%. It's not ideal and I'm not happy about it, but I believe the stock will bounce back soon.
What do you think? Do you think it's the right move?
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They need the money, and such a correction doesn't matter at all because the stock will come back quickly.
I sometimes think about including aerospace stocks in my portfolio, but I can never decide if they are cheap or expensive. Both $UAL and $DALstocks have fallen nicely this year, but even so, they don't look cheap to me.
Do you find $UAL and $DALstock fairly priced, or would you wait to buy?
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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?
Do you prefer growth or dividend stocks?
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.
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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.
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For me, it's definitely technology too, because I've been working in this industry for a long time.
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I have not trusted this company for a long time and it is more of a trap. The company won't recover and the new CEO hasn't done much either.
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It's a great company, but those courts and that chrome can be a big problem.
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Tesla didn't please much, but it's still solid. The company still has huge potential and I'll continue to hold.
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Those companies aren't bad and pay a pretty good dividend, but they're also not for me and I don't have the stock in my portfolio.
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?
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I think of it as a long-term investment, so despite the problems, I'll continue to hold on.
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.
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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?
I'm happy with the results and I'm sorry I don't have a bigger position.