I wouldn't be put off by a high P/E ratio, good companies with prospects have their price. In terms of the P/E ratio, Nvidia should not have been bought 2.3 years ago. The result as of today is known. I wouldn't care about currency fluctuations in the long term if it was a global currency. But I wouldn't like the share price development, it looks stagnant, I think there are more exciting things in the industrial sector, purely in terms of share price development. I find something like this more interesting: $FN.
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immagine del profilo
@0000 A P/E ratio that is too high does not put me off, I also wrote "due to high expectations". No, the company is exciting enough, they don't produce but develop and distribute. The current share price says nothing about the future :). You are right that the yen will not fall permanently.
You can't evaluate anything purely from the share price development... but you're right, it is exciting... but the share price performance of Gamestop and Styer is just as exciting....
@FloowSwager I do look at the long-term trend, which is also a valuation criterion for me. First and foremost, of course, there has to be something behind a company if I want to stay in it for a long time, so Gamestop is rather less exciting and Steyr was an absurdity anyway. $SU was one of the reasons I bought it, it was also expensive, but we'll see, but I think it will be fine over the years. Keyence in the depot definitely wouldn't bother me either, I think you can have that too.
immagine del profilo
@0000 That wasn't meant to be an attack on you. My comparisons were simply extremely exaggerated :).
@FloowSwager I didn't take it that way either, it's all good. I'll add them to my watchlist and keep an eye on them.
immagine del profilo
I have $PH from this sector. $6861 is also interesting. $AMAT also has very strong dividend growth
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