I just got a notification that the stock is up some 5%, so great. I've had stocks in my portfolio for a while now and for me it's great diversification and the growth is solid and steady too.

Finally a discount on an expensive stock. Still, the price is still high...:)

For me, very interesting and important and the byznis, but I would prefer the price even lower. I first spotted the company at $150, unfortunately I couldn't really estimate, calculate and buy it then and so now the drop of some $10 or so doesn't seem enough to enter yet.

Under $150 I'd go for it, I watched it but missed it, I like her business but as David writes, we'll see after the results. 😊

I'm quite curious about $COIN I'd like to make some money there, as some trade done and I wonder how much they might know in their ETF results on BTC.

This week is going to be big, there is a lot of it, but most of all I am waiting for info around $ENPH where it has already fallen quite a lot and where I am quite invested, so I wonder what the next drop will be, which I rather expect, but hopefully not so big.

WM would like to be below PE 20 (max PEG 1.5), I seriously do not know why I should pay for them as a technology company when they have a net margin of 11.5% and profits are growing up to 10%. For similar money I can buy a technology monopoly ASML, GOOGL or TSMC, which has a net margin somewhere else. The last 10 years beat SPY, but how it will be the next decade I have no idea (performance since 2000 is almost the same). The fact that waste disposal will always be needed is nice, but you never know what kind of environment they will operate in and if they will even exist in 10-20 years.

I'm starting to like this company a lot too. I registered it when it was somewhere around about $150, but my attention was pulled elsewhere at the time, big shame. I think about what you write and the truth is that unfortunately man produces an infinite amount of waste and so the byznis it will always be big and the more greedy man is to be a consumer, the more waste he leaves behind. Plus the fact that they recycle and then turn it into energy, so with the development of technology to make it as green as possible I see a future in that too, making energy from waste. As you say though, a lower price would be a hell of a lot better, it's pretty near the top now.

I would definitely buy everything from the big tech sector at more attractive prices,