Specter · 2024-02-06T07:22:26.401875Z

Guten Morgen zusammen, ich bin auf der Suche nach einer Aktie im Pharma/Gesundheitsbereich. Der Klassiker J+J befindet sich im Depot. Eigentlich möchte ich einen ähnlichen Klassiker dazu holen. Doch gerade in der Branche ist’s bei mir etwas dünn mit den Kenntnissen. Meine Voraussetzung (absteigend nach Wichtigkeit): MarktCap > 10 Mrd. KGV < 30 (besser <20) Dividende: ja, bestenfalls > 2,5% Der Aktienfinder spuckt dann im Grunde nur noch $MRK aus. Übersehe ich da noch was? Ich möchte ungern einfach J+J nachkaufen und im Pharma Bereich nur diese haben. Pfizer? Bayer? Wären beides TurnAround Wetten, die für mich gerade nicht in Betracht kommen. $AZN hat das Bauchgefühl etwas Sorge mit (ehrlich gesagt: wegen des Corona Impfstoffes😄)

@Specter

11Mon·

Good morning everyone,

I am looking for a share in the pharmaceutical/healthcare sector. The classic J+J is in my portfolio. I would actually like to add a similar classic. But my knowledge of the sector is a bit thin on the ground.

My requirements (in descending order of importance):

Market cap > 10 bn.

P/E ratio < 30 (better <20)

Dividende: ja, bestenfalls > 2.5%)

The stock finder then basically only spits out $MRK (+0.11%) out.

Am I missing something? I don't want to simply buy J+J and only have these in the pharma sector.

Pfizer? Bayer? Both would be turnaround bets that are out of the question for me right now.

$AZN (+0.02%) my gut feeling is a bit worried about (honestly: because of the corona vaccine😄)

24 Comments

Malte@Malte123

11Mon

What about $BMY? P/E ratio approx. 13, dividend yield >4.5%, market cap well over 10MRD.

•

Finanzinho@SathosiRuffy

11Mon

For me, only J+J, Novo Nordisk (currently very expensive) and Biontech for risk takers are interesting in this area

•

Specter@Specter

11Mon

@Finanzinho ah yes, I forgot Novo in the list. That's exactly how I see it.
Thank you

••

EugeneKrabs@Danicx13

11Mon

I still have amgen and abbvie in my portfolio. They are more biotech but very solid and pay a nice dividend. However, they have also performed well again recently.

•

Deleted User

11Mon

Comment was deleted

EugeneKrabs@Danicx13

11Mon

@UnluckyLuke sehr 😊

••

Mister_ultra@Mister_ultra

11Mon

Amgen $AMGN as the largest biotech company
Thermo Fisher $TMO as laboratory supplier among others
Stryker $SYK with a focus on medical technology

•

schnischnaschnappi@schnischnaschnappi

11Mon

$NOVO B $WST $AFX $VRTX $TMO $DHR $ICLR. They are all top companies. You can then look for yourself according to your criteria😉. I wouldn't get too hung up on the P/E ratio for good shares.

••

doddelwa@doddelwa

11Mon

$ABBV yes, P/E higher, but nice mix of share price and divi

••

Paketknecht@Paketknecht

11Mon

$ABT

••

Ayecaramba@Ayecaramba256

11Mon

Don't look at the P/E ratio, look at the PEG

••

Specter@Specter

11Mon

@Ayecaramba256 Yes, I regularly include that in my analysis.
However, it did yesterday with the pharma companies: P/E below 30/ PEG below 1.5, then filtered out all companies 😂
If you look at the industry average, P/E ratio 30 is actually something that shouldn't filter too much. Except maybe the dietary supplement companies 👀

••

Ayecaramba@Ayecaramba256

11Mon

@Specter Do you want to buy once or in tranches? If a one-time purchase, I would take Abbvie or Merck & Co. For tranches probably Novo Nordirsk or Elli Lilly (both are a bit inflated)

••

Specter@Specter

11Mon

@Ayecaramba256 rather a one-time purchase... AbbVie has just become my favorite 😬

••

Kevin E.@KevinE

11Mon

I wouldn't look at the dividend yield if you're reinvesting it anyway.

I personally have Danaher and Eli Lilly in my portfolio in addition to J&J.

••

DieEnte7@DieEnte7

11Mon

$NOVN and $REC came to mind spontaneously.

••

Chris@1Chrischi1

11Mon

$LLY but also very expensive and constantly at an all-time high. today there will also be figures.
but you can put it on your watchlist :)

••

Specter@Specter

11Mon

@1Chrischi1 yes, I actually had them in mind too... PEG is <1 for 2023 according to onvista. So maybe not that expensive 👀

••

Chris@1Chrischi1

11Mon

i meant expensive in the sense of buying. i bought about 2 weeks ago and since then it's been going up every day 💪
I think the figures at 14:30 will also be good 🚀🚀🚀

••