Today's developments in the stock market are fascinating: U.S. stocks are rising again and technology companies are back in the lead! 🖥️⚙️
Right at the opening bell, U.S. stocks started rising, leading S&P 500 index to another record. Investors are expressing optimism about economic developments and are expecting interesting results that could indicate the rise of technology... Read more
Investors, which company's results will interest you this week?
I will be most interested in the results of $ASML, $VZ, $MMM and $V. I'm very interested to see how it turns out and I'm looking forward to it as there could be some interesting buying opportunities.
Investors, is there a stock you've liked this year that you've bought often and has become your favorite?
I have become very fond of $ASML, $CVS and $O this year. I see potential in all three companies and think there is quite a bit of room for growth in the stock. I've bought the aforementioned stocks quite frequently this year and they already make up a large part of my... Read more
I also buy$CVS and $O, so I have more in the reit and I probably can't say what exactly I like the most, there are a lot of them but since I would like to have mostly dividend stocks in time, I see these two mentioned as great. 👍
Investors, what stocks have caught your eye most recently and why?
I've been interested in $ASML recently because I see ASML as the best company here in the EU and there is a lot of potential here and I believe the stock will continue to grow for several years to decades.
For me it's technology, $MSFT$INTC next is solar company Meyer Burger, this company is now under pressure from cheap solar panels from China like every solar manufacturer.
I came across an interesting report today. Canon is planning to hit the high-end device market by launching its new nanoimprint technology as part of the technology rivalry between the US and China...
A few years back I had a little something there, but I sold it for a loss because it looked like a value trap. Canon didn't make much money on photo equipment, the lithographic equipment was a step behind ASML and could only compete with Nikon. Most of their income comes from printers and that may be a declining business over time (I see it mentioned in almost every HPQ analysis).
What I understand so far is that their machine is based on a completely different principle than the EUV from ASMl and the process is more time consuming, so the efficiency/costs are not fully ideal and especially it is not yet proven in series production. If it turns out that it really can do 4nm technology in sufficient quality and price, it may change the balance of power in ASML's monopoly position, but I think we are still far from that.
Anyway, I think that even if the lithography does take off, it won't be an advantage for them over ASML in terms of being able to supply China with the technology to make advanced semiconductors. They will get the same restrictions from the US as anyone else.
Investors, which company's results surprised you the most this week? Did you buy or sell shares of any companies before or after the results?
I was pleased with the results of $BAC and a little surprised by the results of $ASML. I was still buying $BAC on Monday before the results and buying $ASML on Wednesday after the results at a discount.
Shares of $ASML are up more than 10% this year, but the share price is still a great buy for me. Yesterday ASML reported its results, which I view quite positively, but the stock was down about 5% after the results and I did a little overbought.
Do you have $ASML stock in your portfolio and are you overbought at the current price?
You may have caught that Canon is launching an alternative product that is capable of producing 5nm cycles. It's nicely done here, so someone might be interested in https://youtu.be/8UdNB3ZY4Ks?feature=shared
Investors, what stocks have you been most interested in this year and which companies have you bought the most shares of this year?
I've been very interested in $NVDA stock this year, as it's been growing incredibly fast this year, and I've bought the most shares of $ASML and $CVS so far this year.
I have decided to buy some $ASML stock this month. ASML primarily makes chip making machines. More and more chips will be needed, which means the company will be very successful in the future. Personally, I see a lot of potential here and the company has very nice fundamentals and I will be buying some of the stock even though the stock is not exactly cheap.
I've mentioned ASML stock here a couple of times, a company I like a lot, and until a few weeks ago I wasn't sure whether I would buy this stock or not. Last week, despite the stock being high, I bought a portion of $ASML stock. I see great potential here and the company is expecting high revenue growth and overall expects great growth going forward.
Investors, what stocks and ETFs have you bought or sold recently and what stocks are you looking to buy or sell?
I like every month bought $SPY, $MO and $CVSandthis week I still bought part of $ASML stock. I'm not selling anything yet but next week I plan to sell off part of $MMM stock and otherwise hoard cash for any dips.
I somehow can't stop rolling my eyes that it's still going up and I wonder if it will still continue after this week;)