@AlterMann yes i actually understood that... one is a boring dividend stock the other is growth
i'll have to think about whether i want wher share price gains or dividends 😅

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Ronald@AlterMann

3Mo

@Memo0606 and how is anyone supposed to help you - if that's even possible... 😂😂🤷‍♂️

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Memo0606@Memo0606

3Mo

@AlterMann maybe someone has an opinion on krys

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Tenbagger2024@Tenbagger2024

3Mo

The pharmaceutical sector is likely to remain volatile due to Trump's drug regulations

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Tenbagger2024@Tenbagger2024

3Mo

However, a P/E ratio of 21 with triple-digit earnings growth is already brilliant.
This lowers the P/E ratio to 15, which should be an incentive to buy.

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Memo0606@Memo0606

3Mo

@Tenbagger2024 i am sure the value will rise
but for that i would have to create cash by selling j&j... or sell novo
maybe i'll also sell part of him tomorrow

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Tenbagger2024@Tenbagger2024

3Mo

@Memo0606
I also see potential there and had bought again

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Memo0606@Memo0606

3Mo

@Tenbagger2024 if you look at my portfolio my friend
where would you make purchases?

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Tenbagger2024@Tenbagger2024

3Mo

@Memo0606
Difficult to say. I advised against Merck when I bought it and you can't really see a bottom here yet.
I think there should be a turnaround with UFP Technologie.
Fortescue still needs patience, and you would of course miss out on dividends if you sold.

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Memo0606@Memo0606

3Mo

@Tenbagger2024 yes, i am disappointed with merck
if necessary, I'll make a change from merck and buy $KRYS

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Tenbagger2024@Tenbagger2024

3Mo

@Memo0606
Merck is now valued very favorably in terms of its P/E ratio. And it continues to grow.
That's why a bottom should actually form soon.
Because the share is now really cheap.
So you could be annoyed if you sell at the current valuation

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