2Anno·

Hey guys,

What's at the top of your watchlist at the moment? 😎 I'll make a start: $VRTX (+1,29%)
$BLK (+3,63%)
$SYK (+4,34%)
$SNPS (-2,73%)
$8031 (+0,5%)
$STLAM (+1,29%)

Have a great Sunday!

28 Commenti

Dividendenopi👴@Dividendenopi

2Anno

$MU

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Maximilian@Max095

2Anno

@Dividendenopi despite the high P/E ratio?

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Dividendenopi👴@Dividendenopi

2Anno

@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

2Anno

@Dividendenopi Very good explanation 😊🚀

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SemiGrowth@SemiGrowth

2Anno

@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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Utente eliminato

2Anno

Il commento è stato cancellato

SemiGrowth@SemiGrowth

2Anno

@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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Utente eliminato

2Anno

Il commento è stato cancellato

Maximilian@Max095

2Anno

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

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SemiGrowth@SemiGrowth

2Anno

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

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Maximilian@Max095

2Anno

@SemiGrowth feel free to share your opinion :)

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“Lloyd_is_water!“@Ash

2Anno

$BTC

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Enrique@Dividenden_Monteur

2Anno

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2Anno

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2Anno

$CNR
$BMW
$NXPI

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Maximilian@Max095

2Anno

@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

2Anno

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

2Anno

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

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KonradM@KonradM

2Anno

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

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