Yesterday the US stock market rallied nicely and a lot of stocks hit their all-time highs. For example ,$GOOG, $AAPL, $MSFT, $NFLX and $META allhit their ATHs . I'm not currently buying much over the summer and rather holding, but I'm still riding DCA on $CSPX.L.
How do you currently approach stocks? Are you buying, holding or selling?
Microsoft and Google will report the results today. I only have $GOOGstock in my portfolio for now , but when $MSFT is at a lower price, I'd like to buy.
Which company do you see more potential in and do you have their stock in... Read more
Here are tips on 5 quality stocks with P/E below the 5-year average, 5-year earnings per share growth and great LTM ROIC (Return on invested capital over the last year) 💵:
Visa $V 💳 An international financial technology company that plays a key role in the world of cashless payments.
NTM P/E (Price/Earnings ratio for the next twelve months): 27.91x
Big tech companies are "threatened" by the European Union + Apple is now in trouble in China.
Amazon $AMZN, Alphabet $GOOG, Apple $AAPL, Microsoft $MSFT, Meta $META and ByteDance (is a Chinese internet technology company) now have six months to comply with stricter market rules.
I don't really get it and it annoys me terribly ( to put it politely). As soon as a country, or in this case the EU, needs money it goes after companies that are doing well. It pisses me off that when a country or the EU needs money and they have a huge debt they go after these companies. Otherwise, I'm not worried about Apple. Apple will and probably already is building factories in India and will target India, so I don't see a problem there.
I'm not going to write any direct news today, rather I just want to give space to discuss how you think this first busy week is going so far and JPMorgan's outlook for today's Fed meeting, which I'm sure we will all be watching closely. 😊
Great, nicely written again. I'm also interested in the results of a few companies and the Fed didn't surprise in the end and raised interest rates by 25bps. I'm really enjoying this week😁.
Have a nice evening Buliosians, I would be interested in your opinions, how do you see the future of these two - technological giants? Which of $MSFT vs $GOOG do you trust more in the future? For example, can Microsoft steal the #1 spot from Google in internet search with the help of their AI? Have your say in the comments!
I like Microsoft better, I like their diversification and incorporation of AI into Windows and MS Office. Personally I hope their acquisition of $ATVI works out, that would give them a bigger share of the video game market.
AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.
Now we have a new rally! ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in. That's why I've... Read more
For now, it's more of a hold or sell. There will be buying, but when there is a lot more red on the chart.