Walgreens Boots Alliance $WBA+0.6% is a company focused on pharmacies with a divi of around 5.5%. I've always felt it was one of the aristocrats, but its stock has been going down the last few years. Do you think it will recover yet? Is it because there is a lot of the world focused on online orders now? 🤔
Daniela Duong
Do you own $BRK-B+2.0%? I've always been in favor of indexes where I peek continuously, but $BRK-B+2.0% is quite tempting :)
Berkshire Hathaway
BRK-BZobrazit další komentáře
I've got it written in my notes, and I'll have a look. He would like to invest using the DCA method. So I'm tempted too and it's quite possible I'll include $BRK-B+2.0% in my portfolio soon :)
What percentage of your portfolio is REITs? I only have Reality Income $O-0.6% and WP Carey $WPC and they take up about 11.5%.
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So far 0%, somehow I still haven't gotten around to it. 😁
However, I plan to buy $O-0.6%.
Have a nice Tuesday,
I see this week as more of an observation week. A lot of stocks of interest to me are more at their highs like $AAPL+0.5% (although it went down slightly after the conference). And the ones that went down a bit like $DIS+1.6% I overbought in May.
Are you going to overbought something, take profits, or are you having more of an observation week too?
Apple
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I have reinvested the last 2 months dividends into $BTI+0.5%, at those prices it's a nice piece for the portfolio.
Who's going to be watching the $AAPL+0.5% conference today?
Apple
AAPLThere's a lot of talk about $NIO+1.0% right now. I like the company, and the way it's pushing electric vehicle charging seems cool to me. Honestly though, I still struggle with avoiding the Chinese market. I still feel like if the government makes a negative decision there, it could have a huge impact on $NIO+1.0% stock. Do you feel the same way or is it a needless worry?
NIO
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Seeing what's happening in the US market, the Chinese one doesn't seem so wild to me anymore... there are risks everywhere :)
In our country, shops are closed today thanks to the holiday, but the world markets are still going. I'm curious to see the results of Disney $DIS+1.6%. What do you expect to hear about this week's results?
Disney
DISAs part of paying for the accommodation at $ABNB+3.6%, I had to see how their stock was doing. They still haven't gotten out of the covid slump, yet their Q1 results weren't that bad. For me, it's a great service. Do you think they will be able to get to the same numbers as before the covid?
Airbnb
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Over time, yes, it will depend on the world situation. But ABNB has made a solid comeback since covid. Those who bought in probably don't regret it.
Hello, how do you see $VICI-0.5%? I don't have it in my portfolio yet, but it has been recommended many times and is not at a bad price at the moment.
VICI Properties Inc.
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I like the company and it has a nice dividend, however I would like to buy lower.
There is a lot of talk about $TSLA+3.9% and buying their stock in the EV space. I'm quite a fan of $VWA.BR+0.4%, it seems to me that they could be pretty good competition for $TSLA+3.9% and that could be reflected in future VW stock growth.
How do you see $VWA.BRvy+0.4%?
Volkswagen AG
VWA.BRZobrazit další komentáře
I would add that they may gain a significant advantage if the collaboration with QS succeeds, but I doubt that it would primarily benefit VW. I think and hope that the effect will go to Porsche and when QS meets its obligations to VW there will be car companies that will make better use of the potential of the solid state. WV is an extremely bureaucratic and union bound company even by EU standards.
I am interested in your opinion on Kimberly-Clark $KMB+0.6%. One thing is that it has a nice divi, the other is the upside potential, it seems pretty high priced to me right now and I'm kind of wondering if it's going to go more just sideways.
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From the chart, it looks like a nice stable stock that doesn't move much and the investor is taking a nice dividend. But I'm only looking at the chart. I don't know the details.
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So far, it's more just growth, but as my portfolio gets bigger, I'm starting to look at dividends. I still don't have enough to see any dividend result, but of course, you have to start sometime. 😃
It is good that they are in profit (albeit small). The stock is down - possible upside potential. I don't have it though and am not buying.