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Mart Poom
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I wouldn't see it as a bankruptcy, but rather some restructuring and better management. It's going to be a long fight.
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Both interesting and popular companies. For me, $MSFT+0.3% clearly has a place in the portfolio and will for a long time. I know $JNJ-0.3% but didn't manage to jump a bit lower, now I don't buy it anymore, it seems high to me, of course so does Microsoft, but in terms of future years it will give new ATH so why couldn't $JNJ-0.3% 😊
Hey all the success of $NVDA+4.6% $TSM+3.0% and many others is based on $ASML+2.2%... when do you think their performance will level out?
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ASML is indispensable for all chipmakers, unfortunately it is not so visible on the stock. If it will level out I don't know, I guess they need to start talking about AI 😂
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Great, thanks for the tips. I like to take a look at these companies and especially GWRS which I think has caught my eye.
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This may mean that there are many valuation-interesting companies in the SP500 index at the moment.😉
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We can see that even in Europe we have interesting stocks that in many cases outperform US stocks in terms of dividend. Of this trio, I like Novartis the most, followed by Shell. But despite the solid dividends, I don't own any stocks from Europe; America is more acceptable and predictable for me.
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I know the company but I don't have it in my portfolio, I guess I missed the price a bit. Overall though, I don't really like cyclical stocks and there is a lot of dependence on the economy and construction here.
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For those who want a highly volatile portfolio, I recommend watching and following ARKK. I'd rather get the more diversified Nasdaq. Otherwise, for my part, I like the Invesco S&P Global Water Index ETF.
Hey a few years back I remember everyone telling me that buying $AAPL+0.6% was nonsense, that it wasn't going to grow anymore. Well 300%... I'm not complaining 🤷♂️ This is a stock I'm probably not going to sell even if I could see that the valuation was already completely nonsense. In fact, it seems to me that it completely defies all conventional methods and rules.
![AAPL](https://media.bulios.com/media/ticker/a2781a68-1f7a-497b-938e-e7d45a17f2cb.png)
Apple
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Exactly, the business is unreal and $AAPL+0.6% stock is awesome. I also hold and plan to hold for several years, even decades.
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For me, diversification in today's globally interconnected world is a terribly complex topic and I believe it doesn't work very well. Diversification in the sense of commodities/shares/crypto (partially) and then maybe real estate makes sense to me... but diversifying in just stocks for example (somehow long term) is almost impossible for a mere mortal in my opinion... except for trading but I'm not into that :)
Great, thanks for the nice article. I want to buy $JNJ-0.3% but at a lower price and I've also been thinking about buying $MDT+0.1% for a while now.