1Yr·

Hey guys,

What's at the top of your watchlist at the moment? 😎 I'll make a start: $VRTX (-0.5%)
$BLK (-0.7%)
$SYK (-1.36%)
$SNPS (-1.99%)
$8031 (+1.29%)
$STLAM (-0.39%)

Have a great Sunday!

28 Comments

Dividendenopi👴@Dividendenopi

1Yr

$MU

•

Maximilian@Max095

1Yr

@Dividendenopi despite the high P/E ratio?

••

Dividendenopi👴@Dividendenopi

1Yr

@Max095 the bare figure may seem daunting at first, but I am potentially assuming strong growth and profit prospects for the company and the figures presented were not bad. And then it will also adjust in my opinion. Therefore watchlist

•

Maximilian@Max095

1Yr

@Dividendenopi Very good explanation 😊🚀

•

SemiGrowth@SemiGrowth

1Yr

@Max095 The P&L is only so distorted because they have hardly made any profit this year. The P&L for the next 12 months is almost 10, which is really not much

•

Deleted User

1Yr

Comment was deleted

SemiGrowth@SemiGrowth

1Yr

@Memo0606 No, but I already thought that at €60. As Micron is very volatile and cyclical, I need to see a forward P/E of 10 to feel safe. It should be around 70 - 80€ at the moment. But I can also well imagine that we will never see prices like this again. I am already heavily invested in the semi-sector.

••

Deleted User

1Yr

Comment was deleted

Maximilian@Max095

1Yr

@Memo0606 $6532 from Japan I also discovered today.😀

••

SemiGrowth@SemiGrowth

1Yr

@Memo0606 maybe I'll take a look at that too

•

Maximilian@Max095

1Yr

@SemiGrowth feel free to share your opinion :)

••

“Lloyd_is_water!“@Ash

1Yr

$BTC

•

Enrique@Dividenden_Monteur

1Yr

•

1Yr

•

1Yr

$CNR
$BMW
$NXPI

•

Maximilian@Max095

1Yr

@KonradM very interesting! :) When would you join $CNR? I've had it on my radar for a while now.

••

KonradM@KonradM

1Yr

In terms of price, it would be nice if it was under €100, but if you look at the performance at the moment, the trend is upwards. I'll keep looking at it over the next few days and might buy it soon 😅

Which ones are still on your list?

•

Maximilian@Max095

1Yr

@KonradM $SYK and I also find $CTAS exciting.

•

KonradM@KonradM

1Yr

@Max095 These are very good positions. I'll put them on my list and certainly add them to my portfolio.

••