interwood schreef op 10 september 2018 18:32:
SNSN doesnt even try to compare apples [the good ones] and pears.
ASML is in the [hi value/lo volume] strategic goods sector , not in the high volume, low added value semi-conductor RAM/DRAM sector...
So the PE should/can be much higher than this other sector P/E-ratio ~21 !
So what remains of SNSN motives? Having driven ASML temporarily down, while having lost 400mln?
We kept the stock [and confidence! ] and after this short squeeze...see today! Keep the faith and wait only 27 days till QBR!