Feed Skupnost
BC
Bill Combs
@billcombs · Mar 14

Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.

What do you think of $ULTA? Why do you think Warren Buffett sold his entire position in this company last year?

Osebni pogled člana skupnosti, ne naložbeno priporočilo. Pravila skupnosti

NT

There are much better companies in this sector and I would rather focus on $RMS.PA

BC

$RMS.PA is definitely better and the potential is greater, but the stock is not very cheap.

MS

I only have $MC.PA too. It's a higher quality company and I like the business better overall.

TM

However, this company is not doing well now and financially it is not in the best shape. Why does $MC.PA look better to you?

CB

For me it is not an interesting sector because I don't see the potential and I don't see why these companies should grow significantly.

GP

This is a sector that is growing quite steadily and you shouldn't expect 100% growth, but the business is doing well.

Uporabljamo nujne piškotke za delovanje spletnega mesta in izbirne analitične piškotke za merjenje uporabe. Preberite naš Pravilnik o zasebnosti.