2Wk·

Buy and Hold Quality - Multibagger

$RHM (+0.28%)

Already seen several times this year at $RHM (+0.28%) but still nice to look at.

This begs the question, at what point do you sell or should you continue to hold?

Especially because there is interest in taking over the German shipbuilder NVL.

I have already taken profits in the meantime. Therefore "unfortunately" only two shares left.

A question for the community:

What would you do?

$RHM (+0.28%) Sell it or keep it?

If you would sell, how or in what would you reinvest ?

I look forward to your comments and any reinvestment suggestions.

4 Comments

Julian@omgjuli

2Wk

Despite the high valuation, I think Rheinmetall has very manageable downside potential and will continue to outperform the market over the next few years. If I had such a position, I would hold it for as long as possible, unless you have another very good investment idea and need the money for it. But it should be really well thought out, because you also pay a lot of tax when you sell

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Sansebastian@Sansebastian

2Wk

I would set my SL below the last relevant low and continue to hold for the time being

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Global I.@gloinvest

The growth of the European armed forces has only just begun and will continue over the next 20
years with increasing budgets. Armaments that are kept in operational readiness and operational reserve are an abo model. Especially when there is a massive increase in personnel with new troop units at the same time. Material wears out and ammunition is used up during exercises. Every large piece of equipment in operational readiness and reserve is purchased three times: once as an operational system and twice as spare parts. I won't even begin to mention the rebuilding of the non-existent army air defense system (Skyranger). We are at the beginning of a 20-year super cycle.

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Peace@Pinkafeld

1Wk

I will reduce at € 2200 per share

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