Daniela Duong

@danieladuong

14 Followers

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Investing in stocks isn't just about making money - it's about understanding the market, spotting trends, and making informed decisions.

Joined May 2023

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Daniela Duong

@danieladuong

Hello,

do you have $MCD in your portfolio? For me, along with $PEP and $KO, it was the first stock, so bought relatively cheaply. How do you view $MCD in terms of future growth/decline and their overall future ?

They've been plugging and testing orders within McDrive using AI over the last year and they've been pretty successful, meaning they could have lower costs and higher...
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Barrett Gardener

@justbarrett 1y

I would expect more of a longer consolidation sideways with $MCD, but it's definitely nice to diversify outside of tech etc. Awesome stock that is definitely worth holding for the long term I think :)

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Daniela Duong

@danieladuong

How do you see it with REITs? In general, real estate is expected to go down. Theoretically, then even companies like Realty Income $O could go down a few % and it was a nice time to add as well.

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Bill Combs

@billcombs 1y

I'm not shopping yet. However, if prices go down, I would like to buy $O.

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Daniela Duong

@danieladuong

Good morning,

what investors are you following? I follow George Soros, Buffett and Cathie Wood. Do you have anyone like that in the country?

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Rickie Reeve

@rickiereeve 1y

From the Czech ones I like Petr Horáček, Jan Berka and Akciový Guru. 👍

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Daniela Duong

@danieladuong

I wonder if sometimes a tech company where there is risk but if it works out it can be TOP. For me it's just trust the idea and see who is behind it. An example of such a company is $JOBY and its flying taxi :)

Have you invested in any such company or is it too risky?

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Barrett Gardener

@justbarrett 1y

If you want to make some money, why not, for some funny money, but I wouldn't burn a big part of my portfolio.

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Daniela Duong

@danieladuong

Have a great Monday,
do you have a healthcare sector represented?

I have $CVS so far, the stock is down a lot at the moment, so I'm thinking of overbought. Long term then I follow $BNTX and now more recently $TNYA, which has become my heartthrob (they deal with heart defect treatments).

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Willard Spencer

@willardspencer 1y

Healthcare is not represented at all... I honestly don't even know what to look for in it, I don't know any companies and I don't even have anyone around to ask in that regard :) It's a bit of a blackbox for me.

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Daniela Duong

@danieladuong

Have a nice Sunday,

How do you see the future of $UBER and other similar companies like BOLT etc?

I own a really small bit of Uber $UBER and I still think it has a future and after the last quarterly results they had a smaller loss than expected so the share price went up a bit but so far it's not much compared to earlier prices.

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Barrett Gardener

@justbarrett 1y

I don't own one, but I still think companies of this type will replace the taxi services we all know sooner or later.

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Daniela Duong

@danieladuong

This week, Target $TGT and Walmart $WMT reported results

Do you have this sector represented in your portfolio?

I don't at the moment and I'm thinking about it a lot, $WMT seems to me to be less risky and has a consistently nice divi and $TGT again now has a nice price and the results ended up being better than expected so there could be potential upside there.

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Bill Combs

@billcombs 1y

I've been thinking about buying $WMT stock for a while now. The sector looks great to me, and the company has a nice track record.

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Daniela Duong

@danieladuong

Who else is waiting for the $CSCO result?

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Yorick Ericson

@yorickericson 1y

That doesn't look bad at all:

Cisco press release (NASDAQ:CSCO): Q3 Non-GAAP EPS of $1.00 beats by $0.03.

Revenue of $14.57B (+13.5% Y/Y) beats by $210M.

Total software revenue up 18% year over year and software subscription revenue up 17% year over year

Total annualized recurring revenue at $23.8B, up 6% year over year and product ARR up 10% year over year

Remaining performance obligations at $32.1 billion, up 6% year over year and product RPO up 9% year over year.

Q4 FY 2023 Guidance: Revenue: 14% to 16% growth year over year

Earnings per Share: GAAP: $0.82 to $0.87; Non-GAAP: $1.05 to $1.07 vs. consensus of $1.04.

FY 2023 Guidance: Revenue: 10% to 10.5% growth year over year

Earnings per Share: GAAP: $2.93 to $2.98; Non-GAAP: $3.80 to $3.82 vs. consensus of $3.75

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Daniela Duong

@danieladuong

What strategy do you choose within the divi stock, do you buy continuously or do you wait until it drops a bit to buy for a larger amount?

I usually continuously, but at the moment with $MMM I'm hesitant to buy more.

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Alden Yap

@aldenyap 1y

For me now, with my volumes, the dividend is not important, it's a kind of bonus. I look at how the company is doing numerically, if it has debt, how big, and then I go to the chart and look for daily/weekly supports, because they don't just blow something up... Of course some technical analysis in the form of trendlines, fibo... etc. But there are companies where I wouldn't hesitate and this would all fall off MSFT, Google maybe Apple still well there is a very big guarantee that it will survive almost everything.. 😃 it is important to resist prices and not go right "behind the house" always keep maybe 5-10% you never know what will fall to a luxury price... 👍

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Daniela Duong

@danieladuong

In investing, I sometimes struggle with waiting too long. For example, right now I'm waiting to see if $DIS will fall any further (I have a limit of $85 and I'm overbought).

How do you guys do it, do you put a limit, buy continuously or wait for a bigger drop?

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Bill Combs

@billcombs 1y

I definitely have a limit and a price at which I want to buy, so for example when a stock falls to a given price I buy. However, for example dividend stocks I buy continuously.

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Daniela Duong

@danieladuong

Are you more into trading or do you hold for a long time?