5Mon
I doubled my $PFE yesterday, the price is good and I am happy to buy and hold it for a long period of time to get some more dividends
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5Mon
@opus84 How big is your Pfizer position vs your portfolio?
I do think it is probably a winner in the medium therm with high returns on price... And then with dividends.
IF they successfully update their drug portfolio with aprovals that will compensate the patents they're losing soon. Their pipeline for new drugs is good, but there're some risks there.
I do think it is probably a winner in the medium therm with high returns on price... And then with dividends.
IF they successfully update their drug portfolio with aprovals that will compensate the patents they're losing soon. Their pipeline for new drugs is good, but there're some risks there.
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5Mon
@Carles I have now 80 shares from them, so almost 40% of my portfolio of stocks or even more, but I don’t want to sell it, it’s to hold for many, many years
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@Carles as sou said, it’s a bet, and for me it’s a buy and hold, for as long as possible, and it’s always hard to predict the future, if not impossible
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i am now over 100% up with $CAH i don't know what to do
sell or hold?
back then i bought the share through a friend without any background knowledge
so without a plan i have to admit
sell or hold?
back then i bought the share through a friend without any background knowledge
so without a plan i have to admit
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1Mon
@Memo0606 I see $CAH as a hold.
Woudn’t put more money on it, but it is a good stock for the moment of uncertainty, the revenue and eps estimates are good for the future, the valuation is correct, lower than it’s peers (not cheap though compared to it’s historical P/E), and it pay a small correct dividend…
If you’re up 100%, don’t expect this kind of returns on the near future, as revenue and EPS growth are expected to slow down. You could sell a part of the position if you want higher returns
Woudn’t put more money on it, but it is a good stock for the moment of uncertainty, the revenue and eps estimates are good for the future, the valuation is correct, lower than it’s peers (not cheap though compared to it’s historical P/E), and it pay a small correct dividend…
If you’re up 100%, don’t expect this kind of returns on the near future, as revenue and EPS growth are expected to slow down. You could sell a part of the position if you want higher returns
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1Mon
@Memo0606 out of curiosity, why $BLD ?
I don’t personally follow the stock so not an expert here, just checking it on SeekingAlpha I see it missed expectations last quarter, valuation is rich compared to the homebuilding sector, and it had a an important revenue growth between 2021 and 2023 that has slowed down significantlly. Price has has lost a bit of momentum (flat last 6 months).
I’m a bit afraid of this sector in the US, but have you checked $LEN or $DHI ? Homebuilders, again not a big fan of the sector but their momentum is good.
I don’t personally follow the stock so not an expert here, just checking it on SeekingAlpha I see it missed expectations last quarter, valuation is rich compared to the homebuilding sector, and it had a an important revenue growth between 2021 and 2023 that has slowed down significantlly. Price has has lost a bit of momentum (flat last 6 months).
I’m a bit afraid of this sector in the US, but have you checked $LEN or $DHI ? Homebuilders, again not a big fan of the sector but their momentum is good.
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•@Carles they are very expensive
which stocks do you think are interestin to buy now whoch sector
which stocks do you think are interestin to buy now whoch sector
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