2Settimana
What do you think of ThermoFisher, I've had it in my portfolio for 2 years now and it's going absolutely nowhere, up 2%
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2Settimana
@Therapeut I'm even down 2% hahaha. After the record years of 2021 and 2022, the share was simply valued relatively confidently and now has to grow into these footsteps.
As is typical for the industry, medical technology companies did not have good years in 2023 and 2024 because customers filled their stocks with hoarding purchases during the pandemic. These excess stocks have now been reduced and more investment enthusiasm is expected across the entire sector in 2025, while the champagne corks will really start to fly again from 2026.
You simply haven't been able to get a bargain with Thermo Fisher for years. But they won't get any cheaper than they are now. I will therefore fill up my portfolio in the next six months at prices between USD 500-520 and enjoy the returns for the next two decades. But even better would be USD 480, which would be almost a gift.
As is typical for the industry, medical technology companies did not have good years in 2023 and 2024 because customers filled their stocks with hoarding purchases during the pandemic. These excess stocks have now been reduced and more investment enthusiasm is expected across the entire sector in 2025, while the champagne corks will really start to fly again from 2026.
You simply haven't been able to get a bargain with Thermo Fisher for years. But they won't get any cheaper than they are now. I will therefore fill up my portfolio in the next six months at prices between USD 500-520 and enjoy the returns for the next two decades. But even better would be USD 480, which would be almost a gift.
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•2Settimana
@Soprano sounds quite good, wanted to get out of the stock soon and reallocate
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2Settimana
@Therapeut In what? I wouldn't go out there. The fact that the share hasn't fallen like Carl Zeiss shows how robust they are. It's a typical long-term stock.
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2Settimana
@Soprano S&P500 and if Allianz would be cheaper again then in Allianz. I'm currently expanding my S&P500 and could use my €1000 free lump sum with Allianz.
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