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赤い稲妻 Private ID: 181563918
投資を始めたキッカケは、たぱぞう師匠の本を読み感銘を受けたこと。 投資スタイルは逆張りの長期保有です。 暴落大好き👍
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    The Bank of Japan has decided to lift the negative interest rates, but with a sense of exhaustion in materials and the interest rate difference between Japan and the United States, the current situation is that the yen is depreciating to 151 yen.
    However, the Governor of the Bank of Japan has made reckless comments allowing the depreciation of the yen since last year, the Minister of Finance has shown no intention of intervening in the exchange rate, just empty threats. It would be preferable for the yen to be a bit stronger, but it seems like the policy doesn't care about the livelihood of the citizens, I wonder. 🤔
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    $Pool Corp (POOL.US)$
    When it comes to investing, it is important to choose companies that have a consumer monopoly rather than commodity companies. In that sense, this stock is perfect.
    As the name suggests, this company specializes in the installation, maintenance, and repair of residential and commercial pools, dominating the American market and expanding its business area globally. Being a niche industry, it is difficult for new competitors to enter, resulting in a lack of rivals.
    Revenue has been increasing except for last year, EPS is consistently growing, with an ROE of around 50% and a dividend payout ratio of 32% in 13 years of consecutive dividend increases, indicating ample room for growth. The PER is at a discounted level compared to the past 5 and 10 years, making it a good timing to buy cheaply. 🤔
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    $Pacific Airport (PAC.US)$
    It's a stock I found by chance when I was screening stocks, but it's pretty interesting! The operating profit margin is around 50%, EPS is on an upward trend every year, high ROE, and although stock prices are growing steadily, there are also contradictions with high dividends.
    If it's not at the current depreciation level of the yen, it's a stock I want to buy right away 🤔
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