1Año·
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@Dividendenopi despite the high P/E ratio?
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@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
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@Dividendenopi Very good explanation 😊🚀
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@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
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1Año
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@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.
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1Año
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@Memo0606 $6532 from Japan I also discovered today.😀
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@Memo0606 maybe I'll take a look at that too
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@SemiGrowth feel free to share your opinion :)
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@KonradM very interesting! :) When would you join $CNR? I've had it on my radar for a while now.
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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?
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@KonradM $SYK and I also find $CTAS exciting.
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@Max095 These are very good positions. I'll put them on my list and certainly add them to my portfolio.
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The two ETFs mentioned by @Index-Investor
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At what price would you buy Vertex if it were on your watchlist? This share is also on mine.
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@Max095 I am of the same opinion
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@MrStonkss hope we see the course again 🙈
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@Max095 to be honest, I don't think so haha, I'll feel the same way about this share as I did about Cintas
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1Año
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@Michael-official Great selection! 😊
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