1Mon·

Novo Nodrsik in the windfall sale

$NOVO B (+0.8%) is currently on sale, so I bought another batch.

13.03

Novo-Nordisk ADR repsg 1 B

Bought x72.05 at €69.40

€5,000.00

14 Comments

Stig C.@Sharehoff

1Mon

Also topped up. Bought 20 more. At €100 everyone wanted them, at <€70 nobody likes them anymore :D

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Chris@Multibagger

1Mon

To be honest, however, it must also be said that the fundamental outlook has deteriorated since then. There are more and more competing products and sooner or later this will have an impact on sales opportunities and also on prices and therefore profits. So the question that everyone has to ask themselves is whether $NOVO B is still the top pick in the segment that it was a year ago. I have my doubts, I'm not invested and I'm also unsure whether this is the right time to get in.

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Christian@ChristianInvests

1Mon

@Sharehoff Total! Novo at €100: "Humanity is getting fatter and fatter 🚀🚀🚀" - at €70 it's "The competition is getting fatter and fatter and Novo doesn't even know how to run a business 📉📉📉📉" :D

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Stig C.@Sharehoff

1Mon

@ChristianInvests Reminds me of the story with Nvidia and Deepseek a few weeks ago. Yesterday, Nvidia was the measure of all things and today it's being knocked off its throne by a previously unknown Gameboy programmer - and one from China, which people are only too happy to demonize. We know that only European "democracies" are stupid. I generally only invest fresh capital in ETFs, but I saw a good opportunity to buy into Novo today.

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Stig C.@Sharehoff

1Mon

@Multibagger You never know, but the temptation was just too great. Let's see what comes next

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Christian@ChristianInvests

1Mon

@Sharehoff Yes, that's also a good example with Nvidia. It's probably also the recency bias that we all have to a greater or lesser extent - it's clear that companies have and will have competition. I think forecasts are often made here based on the last 1-2 smaller news items, and less often on how the company is doing economically and where it wants to/can go strategically.

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__Chrstph__@__Chrstph__

1Mon

@Sharehoff „Gameboy-Programmierer“
Made may Day… 😂.

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Epi@Epi

1Mon

The upward trend channel since 2009 is currently at around € 63. The share is likely to fall at least until then.

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Marc@DerAzubi

1Mon

@Epi Nobody checks that here... of course it can go straight back to the top of the channel, but that would require a proper trend reversal. All attempts so far have failed with a lot of downward pressure. Even if a bottom is formed, the CRV is about 1:1 (50% to the trend line at the top and 50% to the bottom) and therefore it is completely pointless to enter at the moment.

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Epi@Epi

1Mon

@DerAzubi I would be careful with "no one here".
But the Novo speculator faction is pretty loud right now. Understandable. 😅

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Marc@DerAzubi

1Mon

@Epi I'm just going to be cheeky and stand by my statement (a bit exaggerated, of course). The posts about buying various stocks that have not even begun to stabilize are simply overwhelming here. I hardly see any purchases that are really understandable and not justified with "it's buy & hold anyway, you can always buy".

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Epi@Epi

1Mon

@DerAzubi Of course, the mindset of the active players here is still buy the dip. After all, this is the winning strategy in a bull market. As soon as the stock markets turn, this becomes a suicide strategy. But very few people here have experienced real bear markets. That's why you'll probably be right for a while yet.
... until the market turns again at some point and BTD will be the best strategy. But it will probably be another 2-4 years before then, I guess.

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StockMaster@Stock_Master

1Mon

I appreciate all the comments! At the end of the day, everyone has to decide for themselves, based on their own strategy, when, what and whether to buy.

As some have already mentioned here: When a stock is rising and expensive, everyone wants it. However, as soon as it is at a discount, it is suddenly avoided.

I find the example of NVIDIA particularly interesting. There has already been a setback to €85, but then the share price has risen sharply again. NVIDIA's figures are excellent, but the market's high expectations are causing even premium shares to slump at times.

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Sebi@Seebi

1Mon

The wind is blowing quickly again, too much competition, too little success. Think will be reduced even more

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