What do you guys think? Wolters kluwer is reaching €100, I can't see it go much lower while they buy up their stock with €400m left to go this year still and the fundamentals are frankly fine; i can't see why they got so smashed from €180, because of USD and top management switch? They are smart, they invest in AI, they have the client base and credibility.
Selling some active December Puts is what I am thinking off. What do you think?
Time to sell some Wolter Kluwer cash covered Puts now?
byu/J3r03n inoptions
Posted by J3r03n
1 Comment
Valuation was pretty high over the last years p/e > 30. 64% of revenue’s in North America with a weak dollar. Health is biggest component of revenues and there fierce competitors are winning ground (e.g. OpenEvidence). I would say CSP’s strike 100 are easy money still tho. I’d expect a minimum p/e of 20 if they are going to be beaten in the AI race.