Peter Tmej Stock Investor
petrtmej.bsky.social
Peter Tmej Stock Investor
@petrtmej.bsky.social
CHALLENGE❓
One thing does stand out: the latest earnings report from October 31 revealed that Apple’s net margin has significantly dropped to 15%!
Other fundamentals in the IT sector remain unmatched!

Premium Tacho at 98/100 = great company!
November 24, 2024 at 9:55 AM
This year is on pace to be the worst relative performance of global markets versus the US stock market in 25 years.

Will we see the reversal of this trend?
November 23, 2024 at 5:41 PM
🔥 Stocks are riskier than bonds. Investing in stocks is more profitable in the long term.
The chart shows the difference between Treasury bond and stock returns over the past 20 trading days.

Stocks are outperforming bonds by approximately 5%. Greed continues to drive prices higher!
Source: CNN
November 23, 2024 at 9:41 AM
🚨 ASML (ASML) is down 39.4%‼️ The stock was last at its peak on July 11, 2024!

Buying opportunity? 🤔

❌ WEAKNESSES OF ASML
1️⃣ 🔴 Premium Tacho: Declining financial health score from 89 to 82/100

✅ STRENGTHS
1️⃣ 🟢 High net margin of 27.5%

🟧 NEUTRAL
1️⃣ 🟠 Current price is “only” 17% overvalued
November 23, 2024 at 7:38 AM