Aktiesnakken — September 2011
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det er jo primært europa der er i problemer
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jeg er stadig bull på us og kina og bear på EU
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nogle der syntes ic virker billig ??
..de skovler jo penge ind !! -
ic companies*
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jeg synes vi - med krisen in mente - skal sige at P/e 3-5 er billigt
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ja regner jo med 400 i overskud i år..med mcap på 2,3 mia. giver det jo P/E på 5-6
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ja lad os få den ned i 5 rent? Hvad er væksten?
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vel ca. 5-10 % de næste par år `?
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