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BC
Bill Combs
@billcombs · Jan 14

Last year, $ENR.DE was one of the best performing stocks in Europe. This German company did not fare well in 2023, but last year the company recovered and the stock rose by 300%. I honestly don't like this sector at all, but this company is quite interesting. However, the stock is pretty overvalued right now.

Anyone have shares of $ENR.DE in their portfolio or on a watchlist?

NT

I'm not very focused on energy and if I had to choose something, I would shop in the US and not Europe.

CB

What US stocks from this sector do you think are interesting?

MS

The growth is fatk incredible, but in the long term such profitability and such growth is not sustainable.

BC

I agree, as with $NVDA.

AA

I only follow the classic Siemens, which is much more interesting to me from the point of view of the sector in which it operates. I still see potential there, but the stock is up too. I'm not getting into this energy thing.

BC

I see, but I don't have the energy sector represented in my portfolio hardly at all, so I'm looking at some interesting stocks. What stocks in that sector are in your portfolio?