I don't have $NKE in my portfolio. But I think you have to be very patient with $NKE until it grows again. The last figures were disastrous. I assume that Nike will only move sideways for the time being. And I'm invested in $NOVO B. I already have a large position there, but I'm toying with the idea of increasing it further, because $NOVO B is one of the largest companies in Europe and is quite cheaply valued. I think the sell-off is too exaggerated despite the good results. At the moment I think $NOVO B is definitely more attractive and has more potential than $NKE
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@Aktienhauptmeister I also find them attractive in principle, but how do you determine that they are "favorably" valued? In my opinion, this is not really the case.
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@DerMartin Average P/E ratios in recent years have been well over 30, recently only below 30.
The margins at $NOVO B are intact, growth continues in the 2-digit range.
The exaggerated sell-off was only due to study results for weight loss drugs. The bottom line is that they have more in the pipeline, not just these weight loss drugs. But that's just my opinion 🤷🏼♂️✌️
The margins at $NOVO B are intact, growth continues in the 2-digit range.
The exaggerated sell-off was only due to study results for weight loss drugs. The bottom line is that they have more in the pipeline, not just these weight loss drugs. But that's just my opinion 🤷🏼♂️✌️
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•@Aktienhauptmeister Nike will perform similarly to Adidas...back then at 90 then in 1-2 years again at 250...Nike will also come back. Novo still too expensive from my point of view, at 55 euros I see a great opportunity otherwise not if it rises again now
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