ASML Fair Price
My Notes
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ASML looks interesting and the business is great. I'll probably add their stock to my portfolio soon.
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ASML reported its results today, which I thought were solid. $ASML is currently the largest position in my portfolio as it is a great and very high quality company that has a monopoly in this industry. I'm not currently overbought, but if there is a downturn, I'll gladly overbought again.
What do you think of$ASML?
🗓️Zajímavosti of the coming week!
Here is a summary of the interesting events that await us in the week ahead.
Monday: Fed Chairman Powell's speech 🗣️Jerome Powell will speak about the current state of the economy and USmonetary policy . His words may influence markets around the world.
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Netflixy is going to be a pushover. That's where I think it will be most interesting. Subscribers are what often diminish in the summer as people travel and don't watch movies.
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I've been following the comments about the "bad" price for about 2 years when I've been accumulating this stock and I'd be quite interested to know what you actually expect to happen to this company to make its price drop? It regularly discloses the value of its pre-orders, so its earnings are clearly 1-2 years ahead, and EPS is expected to be +50% for 2025 (FP/E of 31, and that's about equivalent to a 10y median of 33). All those bigtechs that are now cursing AI can't do without this company and TSMC and they are almost the only companies that are growing, so if you buy the index you are practically betting on about 5-7 companies.
I bought today thanks to salad hands;)
I didn't buy much into the portfolio. I concentrated more on trading where volatility was high right now. My investment portfolio is pretty full and I'm happy with the prices of most companies, so higher dips would have to come.