Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the... Read more
Novo Nordisk $NVO– My largest equity position and why I hold it
Novo Nordisk ($NVO) is my largest equity position, making up 11.5% of the portfolio value with an unrealized gain of 31.29%. As a leader in diabetes and obesity treatment (e.g., Ozempic and Wegovy) it’s on an upward trend – it rose 9.12% on January 16, 2026, closing at $62.33. I plan to hold it long term because of... Read more
For me, holding with a trailing stop loss makes sense. The trend is strong and fundamentals still support the story. I’d consider a partial sell only for portfolio rebalancing, not because the NVO thesis is breaking. Competition and regulation are real risks, but that’s fairly standard in this sector.
Which sector besides technology do you find most interesting right now and see potential in?
In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As my second choice I would pick fintech, because not only young people today dislike traditional banks.... Read more
When I wrote two days ago that "if you wouldn't ramble" and that "some here are guided by impressions instead of facts," my post was deleted. But when someone writes outright nonsense here, like Lukáš Nekvapil — he specifically writes that "the healthcare sector has been growing significantly in recent years," which is nonsense, since it fell by more than 10% last year — that's fine...
Which sector, besides technology, do you find most interesting right now and see potential in?
In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies... Read more
Not healthcare by a long shot... it’s such a complex business that I basically don’t understand it deeply enough to put my money there... for me, the biggest potential right now is definitely Aerospace and Defence, and at least in the short term, heavy industry as well.
Novo Nordisk $NVOis nicely returning to previous levels. Do you know what caused that rebound and upward trend? I'm glad I added to my position :). What scenario do you see for the future and what is your outlook going forward?
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)
I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.
Shares of $NVO have started to rise in recent days after a new weight loss pill from $LLY showed less efficacy than their drug Wegovy. I think this is great news and maybe the sentiment could have turned around on NVO and the stock could continue to rise.
What do you think about this news? Do you think it's enough for the stock to finally go up now?
📅 This week's key market events! Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday Results before the markets open: OnSemiconductor$ON - need to watch demand for chips in the automotive sector Tyson Foods$TSN - price... Read more
Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️
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?
The negative news on Novo Nordisk keeps coming and the stock fell another 4% yesterday. So far I am in the red, but I still believe in the company and hope that the trend will turn around.
Do you think $NVO will turn around and start growing again this year?
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .
What about you? Will you continue to invest in European stocks despite the current situation?
I was once sitting on a nice profit in $RACE, but now I’m at a loss. Ferrari isn’t having it easy right now, but it’s a great company.