Finally got my foot in the door.
If it corrects I will buy more
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ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁
As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁
In since September 2
🇺🇸Chipotle $CMG (+1.05%)
🇺🇸Costco $COST (+0.3%)
🇺🇸Domino's Pizza's $DPZ (+0.27%)
🇺🇸Texas Roadhouse $TXRH (+3.72%)
🇺🇸TransDigm $TDG (+0.79%)
Newly launched today
🇺🇸Booz Allen Hamilton Holding
$BAH (+0.68%)
🇺🇸Blackstone $BX (+2.43%)
🇺🇸KKR & Co
$KKR (+3.29%)
🇺🇸Vulcan Materials
$VMC (+3.64%)
🇺🇸CSX $CSX (+1.8%)
🇺🇸Carrier Global $CARR (+2.55%)
🇺🇸Hilton Worldwide $HLT (+1.47%)
🇺🇸Merck & Co $MRK (-1.78%)
🇺🇸Moodys $MCO (+0.72%)
🇺🇸Rollins $ROL (-0.69%)
🇺🇸Toll Brothers $TOL (+0.46%)
🇺🇸Watsco $WSO (+2.42%)
🇺🇸Cardinal Health $CAH (-0.95%)
🇺🇸Colgate Palmolive $CL (-1.52%)
🇺🇸Emerson Electric $EMR (+1.58%)
🇺🇸Nordson $NDSN (-0.39%)
🇬🇧BAE Systems
$BA. (+1.63%)
🇬🇧RELX
$REL (+0.96%)
🇬🇧Bunzl
$BNZL (-1.68%)
$MRK (-1.78%) I took the trouble to write a DCF analysis of Merck:
A few notes and assumptions:
The fair value here is 141USD (with MoS, mind you). That is +23% upside
Here again an extremely conservative forecast with 3% growth and 2% long-term growth
Here the share seems to be fairly valued (but again with MoS)
Since I am still missing a healthcare/pharma stock myself, I will probably $MRK (-1.78%) probably buy it. The dividend, low vola (0.4 beta) and quality factor are also convincing
before it goes to 0
consider the cash in $CAT (+4.14%) and $MRK (-1.78%) to stecken🤟🏼
Long term US 20 stock selection: https://www.trading212.com/pies/lua2LbG5mCkbey1Mr82wyL08O4XMB
Solid but includes also some wildcards like TSLA and SIGA. Not financial advice.
$ADM (+2.85%)
$SIGA
$CAT (+4.14%)
$BMY (-1.79%)
$TSLA (+6.49%)
$GOOGL (+0.99%)
$AMZN (+1.14%)
$BMI (+3.28%)
$KO (-1.76%)
$WTRG (-1.41%)
$INGR (-0.06%)
$JNJ (-1.21%)
$MRK (-1.78%)
$MSFT (+1.09%)
$NEE (-2.77%)
$NVDA (+3.67%)
$PLTR (-1.19%)
$PEP (-0.84%)
$V (-1.68%)
The price target is $142.90 and the stock is covered by 25 analysts.
Buy
22
Hold
3
Sell
0
Merck & Co., Inc. is a global health care company. It offers health solutions through its prescription medicines, including biologic therapies, vaccines and animal health products. Its Pharmaceutical segment includes human health pharmaceuticals and vaccine products. Human health pharmaceutical products include therapeutic and preventive agents, sold by prescription, for the treatment of human disorders. Its Animal Health segment discovers, develops, manufactures and markets a range of veterinary pharmaceutical and vaccine products and health management solutions and services, for the prevention, treatment and control of disease in all livestock and companion animal species. Its lead candidate, MK-6070, is a T-cell engager targeting delta-like ligand 3, an inhibitory canonical Notch ligand. Its lead candidate, Restoret, is an investigational, potentially first-in-class tetravalent, tri-specific antibody that acts as an agonist of the Wingless-related integration site signaling pathway.