Maximilian · 2024-10-13T14:06:45.711816Z

Hey guys, What's at the top of your watchlist at the moment? 😎 I'll make a start: $VRTX $BLK $SYK $SNPS $8031 $STLAM Have a great Sunday!

10Mes

$MU

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Maximilian@Max095

10Mes

@Dividendenopi despite the high P/E ratio?

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Dividendenopi👴@Dividendenopi

10Mes

@Max095 the bare figure may seem daunting at first, but I am potentially assuming strong growth and profit prospects for the company and the figures presented were not bad. And then it will also adjust in my opinion. Therefore watchlist

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Maximilian@Max095

10Mes

@Dividendenopi Very good explanation 😊🚀

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SemiGrowth@SemiGrowth

10Mes

@Max095 The P&L is only so distorted because they have hardly made any profit this year. The P&L for the next 12 months is almost 10, which is really not much

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Memo0606@Memo0606

10Mes

@SemiGrowth would you currently go to $MU?

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SemiGrowth@SemiGrowth

10Mes

@Memo0606 No, but I already thought that at €60. As Micron is very volatile and cyclical, I need to see a forward P/E of 10 to feel safe. It should be around 70 - 80€ at the moment. But I can also well imagine that we will never see prices like this again. I am already heavily invested in the semi-sector.

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Memo0606@Memo0606

10Mes

@SemiGrowth I have discovered $QLYS 😅 find the zone attractive at the moment

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Maximilian@Max095

10Mes

@Memo0606 $6532 from Japan I also discovered today.😀

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SemiGrowth@SemiGrowth

10Mes

@Memo0606 maybe I'll take a look at that too

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Maximilian@Max095

10Mes

@SemiGrowth feel free to share your opinion :)

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“Klaatu_Barada_Nikto!“@Ash

10Mes

$BTC

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Enrique@Dividenden_Monteur

10Mes

$QLYS
$COST

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Memo0606@Memo0606

10Mes

@Der_Dividenden_Monteur $QLYS in a very interesting zone

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2

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Froggo@Froggerino

10Mes

$WMT

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KonradM@KonradM

10Mes

$CNR
$BMW
$NXPI

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Maximilian@Max095

10Mes

@KonradM very interesting! :) When would you join $CNR? I've had it on my radar for a while now.

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KonradM@KonradM

10Mes

In terms of price, it would be nice if it was under €100, but if you look at the performance at the moment, the trend is upwards. I'll keep looking at it over the next few days and might buy it soon 😅

Which ones are still on your list?

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Maximilian@Max095

10Mes

@KonradM $SYK and I also find $CTAS exciting.

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KonradM@KonradM

10Mes

@Max095 These are very good positions. I'll put them on my list and certainly add them to my portfolio.