Why?
- It doesn’t look that profitable
- the FG graphs are also not very steep (11% CAGR from here)
Hello dear stockpickers
Any opinions on MSFT (Microsoft) and RI (Pernod-Ricard), 2 falling knives ?
When i watch the financial figures of the first one, it looks to be on sale compared to the others of the 7 magnificients
And I can’t believe that planet Earth will stop drinking alcohol, the only legal drug nearly everywhere. I watch it falling for nearly 2 years from 140€ to something around 63 €, it should stop at a moment or another… but who knows…?
I rate it a buy and actually bought it 2 days ago.
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I would try first to find out, it not already done, what happened back in May 2023 for the stock ever falling down since…
Btw don’t know if you saw but there is a merger in the air with Brown-Forman. That is also a stock Fundsmith dumped out of their fund recently.
Falling knife: ACN
another AI victim.
Microsoft… dropped substantially from recent highs. Could be interesting to enter (or just wrote an out of the money Put). What does the nice graph say about Microsoft?
I’m afraid that our Chief Chart Procurement Officer has left the building.
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Thanks! Getting into ‘normal’ territory but by no means cheap. May be a really good target for a written put option - something I’ll reflect on coming weeks.
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