@leveragegrind Yes, Intel is indeed a bit of a speculation as to whether it will manage the turnaround. However, I am optimistic that Intel can manage this as an absolute cash machine. Especially with the growing fear of inflation, I see an advantage here compared to growth stocks. Roche is of course an extremely defensive underlying stock and at the same time a solid dividend payer. A good alternative to all the US dividend aristocrats such as JNJ, Pfizer etc. is Roche. Gantenerumab' is not the only potential blockbuster drug in the pipeline. Some drugs that have already been approved are already gaining considerable momentum and are compensating for the declining sales of previous blockbusters that are losing sales to generics. But great input from you 👍🏼
