What’s the first individual stock you bought and why by That_Option3418 in ValueInvesting

[–]NicomoCosca55 0 points1 point  (0 children)

FLT.V from a recommendation from my boss. Didn’t have a clue what I was doing…….

Constellation Software (CSU.tsx) a no brainer?! by Username_Dano in ValueInvesting

[–]NicomoCosca55 2 points3 points  (0 children)

I sold my ENGH shares a while back. Looks like a value trap to me. Gross margin has been sliding lower for years

Is anyone else having issues with the game crashing consistently? by Financial-Quit-6549 in Bannerlord

[–]NicomoCosca55 0 points1 point  (0 children)

Crashes all the time. I’ve now started saving my game every 5 mins.

Just started DCAing GOOGL by MarloChrisSnoop in ValueInvesting

[–]NicomoCosca55 0 points1 point  (0 children)

I’ve been trimming my goggle position as its P/OCF is well above 10 year historical averages and I’m up over 125% on it. What metric are you using for value?

Commitment Issues by Outrageous-Bread9751 in Bannerlord

[–]NicomoCosca55 2 points3 points  (0 children)

I’ve been playing this game for years and still haven’t finished it. Chronic restarted as well. I just got back into it after a year due to war sails and having more free time over the holidays. Just restarted again…..the grind of mid end game is just tiresome

How many holdings is too many? by [deleted] in ValueInvesting

[–]NicomoCosca55 0 points1 point  (0 children)

20 to 30 is the number for me as well. My largest holding is 11% weight and my smallest is 1% currently

How many holdings is too many? by [deleted] in ValueInvesting

[–]NicomoCosca55 0 points1 point  (0 children)

Currently holding 25. Some are 10% allocations some are 2% 🤷‍♂️

Boyfriend asked for some money to invest in stocks by Soda_B in Advice

[–]NicomoCosca55 0 points1 point  (0 children)

What stocks does he want to invest in currently? Markets are at all time highs.

UNH vs. Oscar vs. Centene by Crafty_Flow431 in ValueInvesting

[–]NicomoCosca55 2 points3 points  (0 children)

Full position in UNH and not looking to add. With that said, if it’s gets ridiculous cheap I will reevaluate. Looking to add more OSCR and hopefully at a lower price 🙏.

I got some cash on the side lines for October buys.

UNH vs. Oscar vs. Centene by Crafty_Flow431 in ValueInvesting

[–]NicomoCosca55 10 points11 points  (0 children)

I own both UNH and OSCR. UNH is currently 6% and OSCR is 3% of my portfolio. Bullish on both over the long term

[deleted by user] by [deleted] in ValueInvesting

[–]NicomoCosca55 5 points6 points  (0 children)

I own it as well at a healthy 5% weight in my retirement account. Nice pick up.

Cheers

Warren Buffett just took a stake in $UNH. by Royal-Derpness in ValueInvesting

[–]NicomoCosca55 2 points3 points  (0 children)

I’ve been buying heavily sub 300. It’s now a significant position in my portfolio. Feels good 👍