Kanał Społeczność
BC
Bill Combs
@billcombs · Mar 18

Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.

Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?

Osobista opinia członka społeczności, nie rekomendacja inwestycyjna. Zasady społeczności

MS

I've bought $ASML and $AVGO so far, but $TSM looks pretty good so I'm adding it to the watchlist.

TM

I have$ASML in my portfolio as well, but so far the company is not doing well and we will see how they do in the current situation.

GP

TSMC is one of the best companies, but the big risk in my opinion is China. I'd rather pick another stock in that sector.

MS

I understand your concern, but I don't think it's that big of a risk not to invest in it. Plus, production will be moving to the US. So what other stocks would you want to buy?

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