Opinion on my “gem” stocks


Hi everybody,

in the past there have been fewer discussions about some individual stocks but more about the market in general. Since I always loved reading through the comments, where people share their opinion on specific tickers, I wanted to ask this sub about my current favorite stocks.

Those are

BLK (BlackRock) – I know that Vanguard gained a lot of traction in recent years. But it still is one of the most powerful companies with a lot of assets under management and therefore still a lot to say in the market. Plus a nice dividend each quarter.

AD (KONINKLIJKE AHOLD DELHAIZE N.V.) – By far my biggest individual stock position. Love their grocery stores and their financials are awesome. In my opinion very undervalued right now. Plus huge share buybacks, solid dividend growth for the past 13 years and a potential IPO of bol.com, that might not be priced in to the stock correctly.

NET (Cloudflare) – I got in as it touched an attractive price point within the last weeks. From what I hear, every customer seems to love their service and the websites I visit, more and more use Cloudflare.

APPL (Apple) – Nothing to elaborate here

TSLA (Tesla) – My first stock, had some decent performance and cashed out my initial investment. Still hold the rest of the shares in my portfolio, since there is no other company (besides Apple) with products that appealing.

PYPL (PayPal) – Huge bag in my portfolio, but I use the app here in Europe almost every day. And so does everybody I know.

LMT (Lockheed Martin) – I do not hold this stock anymore since my exit price was at 417.00 $. Got in at 300.00 $ and might buy back in, if there comes a major price setback. Their technology and engineering is just mindblowing.

I am looking forward to your opinions. Have a great week everybody!


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *