Moving my $PFE (-0.32%) money to $GRF (+0.45%) and $NOVO B (+2.41%)
Third time I add to Grifols. Getting more expensive but growth prospects are good, financial position improving, and momentum is also good.
Not going to to the analysis again as I mantain my previous view on it. .
The rest of the money coming from my divestment in Pfizer, goes to $NOVO B (+2.41%) . I still want to have a bit of pharma in my portfolio, and the punishment that Novo has had is excesive in my view. It has gone from hyped to hated, and at this point PE is low and growth ahead is still there. Not as good as it was expected, but not as bad as it looks…
