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... Read more
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 :)
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.
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?
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).
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.
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.
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.
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... 👍
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?
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.
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 :)