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BC
Bill Combs
@billcombs · Jul 1

A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.

What about you? What stocks do you still find cheap or fairly valued?

CB
Clive Bennett @_clivy Jul 3

A month ago I was buying cheap $NVDA and now I'd rather save my money for the next drop.

BC
Bill Combs @billcombs Jul 4

Great, I don't buy that much anymore either.

WI
Wise investor @wise_investor Jul 2

Overall, investors are now shifting capital from the US to Europe, so I'm wondering how represented are European companies in your portfolio?

BC
Bill Combs @billcombs Jul 4

Quite a lot, I have a big position in $ASML and then I have $NVO, $MC.PA.

MS
Malcolm Stokes @stokes_malky Jul 1

I did buy $AVGO and $ASML during the downturn, but $AVGO has grown quite a bit since then. Otherwise, $NVO is still terribly undervalued, so I'll be overbought too.

BC
Bill Combs @billcombs Jul 2

Great, I bought that $AVGO too and I'm already making a nice profit.