The Bank of Japan has decided to lift negative interest rates, but due to a sense that materials have run out and interest rate differences between Japan and the US, the current depreciation of the yen has progressed to 151 yen.
However, the governor of the Bank of Japan has made careless statements accepting the depreciation of the yen since last year, and the Minister of Finance does not intervene in the exchange rate at all, and if he doesn't just talk about rhetoric, it's fine if the yen appreciates a little more, but I wonder if it's a policy that doesn't matter what happens to the lives of citizens 🤔
However, the governor of the Bank of Japan has made careless statements accepting the depreciation of the yen since last year, and the Minister of Finance does not intervene in the exchange rate at all, and if he doesn't just talk about rhetoric, it's fine if the yen appreciates a little more, but I wonder if it's a policy that doesn't matter what happens to the lives of citizens 🤔
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$Pool Corp (POOL.US)$
What is important in investing is choosing a consumer monopoly company rather than a commodity company. In that sense, this brand is just perfect.
As the name suggests, it is an enterprise that makes a living by constructing new pools for home and commercial use and maintenance repairs, and it has a monopoly on the American market share and is expanding its business area around the world. Since it is a geeky industry, it is difficult for new entrants, and there are no rivals.
Sales have been on an upward trend except last year, and EPS is constantly growing, and the ROE is excellent at around 50%, and there is room for dividend payout ratio of 32% after 13 years of continuous dividend increases. Compared to the past 5 to 10 years, PER variations are at a bargain level, so I feel like it's a good timing to buy it cheaply 🤔
What is important in investing is choosing a consumer monopoly company rather than a commodity company. In that sense, this brand is just perfect.
As the name suggests, it is an enterprise that makes a living by constructing new pools for home and commercial use and maintenance repairs, and it has a monopoly on the American market share and is expanding its business area around the world. Since it is a geeky industry, it is difficult for new entrants, and there are no rivals.
Sales have been on an upward trend except last year, and EPS is constantly growing, and the ROE is excellent at around 50%, and there is room for dividend payout ratio of 32% after 13 years of continuous dividend increases. Compared to the past 5 to 10 years, PER variations are at a bargain level, so I feel like it's a good timing to buy it 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 🤔
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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