2Sem.·

Purchase Neurocrine

Bought because of the high gross margin of around 98.56 % and an operating margin of 24.75 %.

The (ROIC) of 13.2 % is above the industry average.

In the past it was a good idea to buy below the 200 day line.

I think the recent sell-off was exaggerated in the general market weakness.

17.03
Neurocrine logo
Acheté à 101,90 €
5
11 Commentaires

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how long have you been following the company
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@Memo0606 It only appeared on my radar at the weekend when I was screening it because it is below its fair value due to the sell-off. I have also placed a buy order for $ALNY, which I have been following for a while.
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@Tuffbet understand
what else are you following?
ps: thanks again for the tip or sharing your MongoDB purchase
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@Memo0606 MongoDB has not yet been crowned with success :(
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@Memo0606 3I Group
Adobe
Adyen
Alnylam Pharma
Altria
American Express
AppLovin Rg-A
Argan
Arista Networks
ASML
Axon Enterprise Rg
Badger Meter
Bayer
Bechtle
Befesa
BellRng Brnds Rg
Blackstone
Block Rg-A
Bloom Energy-A Rg
BP
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CANON
Casey's Gen Stor
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Colgate-Palmolive
Comfort Systems
CommScope
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Costco Wholesale
Danaher
Dell
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DigitalOcen Hldg Rg
DoorDash
eBay
Elastic
Elmos Semiconductor
Energiekontor
EQT AB
Everest Re
ExlService Hldg
F5 Networks
Fastly Rg-A
Fedex
Franco-Nevada
Fujikura
GEA
General Motors
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Haleon
Halliburton
Heico
Howmet Aerospace
Infineon
Intel
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ITOCHU
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@Tuffbet wait and see my friend, i won't sell right away... it's a long term investment
I don't know how you see it
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@Memo0606 I agree
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@Tuffbet phew diggah that's long
I also wanted to buy comfort systems
turnaround will run super zone

which of these do you find most attractive currently top 5
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@Memo0606 Qualcomm, Technology One, Manhatten, Lennox , Colgate
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@Tuffbet why the big crash at manhattan assoc? ... and how long have you been following the
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@Memo0606 for me the crash cannot be justified therefore actually a strong buy
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