Are you buying shares of energy companies or will it be a short-term shot and then a pullback? The situation with the Strait of Hormuz is quite interesting - up to 20% of all production is transported there, which is quite wow. Closures or sabotage can clearly sway oil prices, however many are calling such moves suicidal for Iran's economy.
You may have heard the news that $WBD is going to split into two companies. Is this a positive or negative development in your opinion?
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I'm staying away from this because the business hasn't moved anywhere and they're still in the same place.
Hello, investors! How are you doing in the energy sector? Are you keeping an eye on what guidance OPEC is going to issue in terms of further production? Do you take this into account in any way in your share purchases?
Alternatively, which of the three do you think is currently interesting in terms of price x potential - $CVX, $DVN, $OXY.
I have $CVX in my portfolio and I am quite satisfied. It's a stable stock and I'm getting a nice dividend on a regular basis.
Hello, investors! I would like to ask you under what circumstances you are reassessing your investment thesis. Suppose the stock XYZ that you have in your portfolio has fallen significantly - you overbought. Then, for the next few months, it keeps falling - you overbought... When does the moment come for you when you tell yourself that you're not actually buying the dip anymore...
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Certainly when fundamentals change, there are poor results, margins fall and competitive advantage is lost. Simply put, when a company's fiancials deteriorate.
Do you think the end of Musk at DOGE will be a positive for Tesla $TSLA? Or is the 32% YTD decline a reflection of investor distrust, given tariffs, sales, potential price increases and further margin compression?
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Let's see how the stock reacts tomorrow and if anything changes. But if Musk really does leave DOGE and start focusing on his companies, the stock should rise again.
So it looks like Europe will increase defence spending in support of Ukraine and for its own security. Any tips on companies that may benefit from this? 🤔
I'm more interested in $LMT now, which has fallen a lot and the price looks interesting.
Apple has announced that it will spend and invest more than $500 billion in the US over the next four years! Enormous number 👌
You just don't see that. I especially see this as a giant leap of faith in the growth of the US economy as a whole. But at the moment with Apple, I'm interested to see how they deal with the market in China, where the company has lost ground, and...
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Apple is not doing well right now and we'll see if such an investment pays off at all.
I see a lot of people here on Bulios are watching Petrobas $PBR. The dividend is really something but its sustainability, does anyone here have insight?
A very big risk because the stock can fall quickly and the company may not pay such a high dividend. I'd rather just take it as speculation.
I have a general question for you. How much of the dividend do you reinvest and why? In my circle of friends, most are in favor of reinvesting everything, but there are some who like to pick and choose here and there on positions where they have already accumulated multiple pieces.
I don't have that many dividend stocks now, but if I get a dividend, I always reinvest it.
Have you been interested in any IPOs in the past year? Or which newer company are you following?
$RDDT has grown up very nicely. But if I were buying any stock in an IPO, it would be SpaceX
What do you see in the future with the Ford $F? Is it even worth paying attention to this car company anymore? Ford's January U.S. sales fell 6.3% due to lower demand for its internal combustion engine (ICE) vehicles.
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I own shares of $VOW3.DE and am in a significant loss. The moment I get into profit, I will sell and buy stock in another car company. Ford looks pretty good, so I might buy a few shares.
$AXP raises dividend by 17% ($0.82 per share)! 🔥 Anyone have their stock in their portfolio? 🤔
Opinion on energy companies? Does it make sense at this point to create a new position/buy into an existing one? 🤔
After all, these companies are not AI related, so growth there of 10% over the last year is fine in my opinion (I'm talking about $XOM and $SHELfor example ). But what direction could this market be heading? I do believe in a positive scenario, namely that a ...
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I just don't care much for this sector, but I agree and js very likely that Trump's policies will help these companies significantly.
What do you think of RenaissanceRe Holdings $RNR? 🤔
Does anyone have it in their portfolio?
We are approaching the end of the year. How is your portfolio? 🚀
I've been well coated in tech this year - $NVDA, $PLTR and $TSLA are my leading positions and thanks largely to this trio I'm up over +40% year to date, outperforming our good old S&P 500 💪 How are you doing?
I don't care much for these stocks and in the end they are pretty volatile stocks.