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I like stocks like $PH. The only issue could be the USD and possibly recession. Thanks for the highlight. $ASML is not my current investment, it would be too early for me. What I am currently considering is $AEP, which looks quite interesting at first glance and could stabilize a portfolio.
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@justoxford Hi Michael, thanks for your opinion. Why would ASML be too early for you?
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@Since1887 because the current situation in the sector is too risky. If it has to be the sector, I would rather choose $AVGO
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