That's one of the stocks I'd like to start a savings plan on in December. The others are Philip Morris, Walmart, Mastercard 😎, Blackstone and then there are the possible candidates: Chipotle, Netflix, Oracle 🙈, Constellation Energy 🤭
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@Iwamoto Why start with BAT now? To be honest, I now see them as too expensive again. It's no longer a "bargain". I personally found prices below €32 attractive, now not at all...
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•@KevinE ok, then i'll delete them, as well as shell and exxon.
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@Iwamoto then add Philipp Morris
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•@Iwamoto That was not my intention! I'm not trying to convince you or dissuade you from investing. I was just asking why you think BAT is worth buying right now.
The moment you actively decide in favor of an individual company, you generally assume that the share will perform better than "the market".
And I'm just asking you whether you currently see that. You could also be right and I should sensibly add to my holdings again... 🙂
The moment you actively decide in favor of an individual company, you generally assume that the share will perform better than "the market".
And I'm just asking you whether you currently see that. You could also be right and I should sensibly add to my holdings again... 🙂
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•@KevinE These are just shares that I would like to have. In terms of valuation, almost none of them are worth buying at the moment. Since I didn't want to wait 100 years, I thought I'd make a savings plan, but it's probably better to wait a few more quarters. 🤭 From that point of view, I'm happy to be dissuaded or taught better
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@Iwamoto The question is also what you want to achieve with these shares and what your goal is.
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@SAUgut777 $MA for example, will triple in the next 5 years or so, and I want to be part of that.
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@Iwamoto Then your list of deletions is a good first step 😉
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•@Iwamoto sounded reasonable, the sector has performed very well overall this year. Tobacco stocks make up a large part of my portfolio, I was and am invested in $MO, $BATS and $IMB, there was and is no room for $PM. And the dollar risk will not diminish in the near future. When I look at the annual performance of USD to €... My YOC at $MO has also suffered badly. However, I tend to look at this after the dividend and the Phillip is clearly behind.
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