Pitufo Presentation

[Pitufo]

<p style=" »text-align:" left; »>Hello everyone,</p>
Here I am introducing myself, at least I will try... I have never been an expert in this field 🤗

I'm almost 33 years old, I come from the Lausanne region (the Valaisans won't like it, eh?), I have a job like everyone else, and I love traveling, motorcycling, I also play clay pigeon shooting... and like the majority here I play the stock market.

But there you go, with time and age... we change our perception of saving and life in general, right?

I'm glad to see that there is a Swiss forum, because it's mainly French people that we find there.

I am invested in Euronext, Nasdaq, and SMI.

I want to focus more on dividend-paying stocks, and less volatile ones…

I hope we can share and exchange!

Looking forward to hearing from you

Greetings !

Pit

 

[Jerome]

Ah, but it's been a while since we've seen any guys from Lôsaaane around here!

Welcome Pit!

[Pitufo]

Thanks Jerome 😉

Are all Valaisans around here?

What do you think about the SMI?

[Jerome]

No, not at all. I don't know where all these people come from (hey, that gives me an idea for a survey). I know that there are a few Valaisans indeed, there are also some from Geneva and Vaud. I don't know about the other cantons.

The SMI is made up of some very good values but on the other hand it is really too expensive overall at present.

[Pitufo]

Thanks for this lovely little forum!

It would be cool to do a survey, I think the result could be nice 😉

As for the SMI, I agree, but looking at the UBS price, the dividend growth prospects are good, the price is very affordable... what do you think?

Otherwise I'm looking at Nestlé and Novartis but I'm a little hesitant.

 

Concerning the US market, I am not very knowledgeable and with our friend Trumpy...

[Jerome]

Here I have exploded the polls on the homepage

I have had UBS for a very long time for reasons that have nothing to do with my usual investment criteria. It's an old story... Let's just say that I wouldn't recommend buying it as such. On the other hand, more generally, I quite like the financial sector since it crashed in 2008. It's stagnating, it's not expensive and offers good dividends. Sooner or later, when rates go up (it's already the case in the US), things will get better. For example, I like TD, VATN and on the insurance side SLHN.

Nestlé and Novartis, nothing to complain about, except the price.

I know the US market very well, but same problem...much too expensive. I left it in 2017. Before that was almost all I had.

[Pitufo]

Great survey, I completed it, I hope others will do the same 🙂

As for Swiss stocks, if you had to have some in your portfolio, which ones would you put in? And the US market? Europe?

Regarding UBS, I think they must see the light at the end of the tunnel, and if rates go up it will only be better as you say. Given the current share price, it is relatively low or very low, they pay increasing dividends... do you think it would be a bad thing to own a good ladleful of them?

Regarding the stocks you mentioned, the prices are high... if the stock falls, will they still pay the dividend? We also need to see if the capital is melting (stock fall), if it is still better to have it or sell it... right?

I know I ask a thousand questions and ask myself 3000 😀

[Jerome]

Well, it's good that you're asking yourself 3000 questions because here, between the blog and the forum, since 2010, you must find around 10,000 answers 🙂

For example for UBS, look at my latest analysis: https://www.dividendes.ch/2018/10/analyse-dubs-ubsgvtx/

For the portfolio titles, look here: https://www.dividendes.ch/2019/06/performance-du-1er-semestre-2019/

You will still find some Swiss there, some Swiss but no more US. Too expensive!

At the time I had quite a few of these:

https://www.dividendes.ch/super-aristocrates-40-internationaux/

 

Why do you say that the stocks I mention are expensive?

If the stock price falls, the dividend is not necessarily cut. In fact, it is rather when profits and their representatives (dividends) fall that the price falls. If the price falls because the market panics, but the fundamentals are good, then dividends continue to be paid and even increased. This has happened very often in the past and it offers extraordinary opportunities.

The question of whether or not to sell a stock that sees its value drop is not easy to answer. In general it is no, but there may be situations that justify it. So I invite you to read this article:

What to do when a stock goes downhill?

I also invite you to go through the tutorial in the menu.

[Author]

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