news03 (@user03) on getquin

1Mon·

I am currently considering parting with $DHL (+0.13%) and instead $UNP (+0.81%) instead. I still have a 35-40 year investment horizon and am convinced that logistics will continue to be needed. My investment case for DHL was primarily the global positioning and distribution (see also Formula 1 sponsorship), but the persistently poor figures give me pause for thought. These are much better at Union Pacific, but they are only focused on the USA, which would increase my exposure there even more.

What do you think? What would you choose or do you know other companies in this sector that you think are better?

33 Comments

Kai@Dividenden-Sammler

1Mon

All I can say is buy high sell low. DHL is one of the market leaders in international logistics - if you want to cut your sails now because of a small minus and focus only on the USA, then go for it. I wouldn't, although $UNP is certainly not a bad company - but only in the USA. I'd rather spend time at DHL in addition to the savings plan that's already underway.
$UPS $CNR $FDX $MAERSK A $MAERSK B would also be there if you are still looking for alternatives.

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Denis@DenisVidukic

1Mon

I would hold the DHL share. Especially now before the Christmas business. E-commerce, parcel business and express business will continue to grow. It is only the mail business that is losing from year to year. But that is structural. It will continue to decline with the spread of electronic signatures.

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JCM@TheStoic

1Mon

Basically worth considering, but I would remain patient for the time being. DHL has taken quite a beating in recent weeks. Would be a buy high sell low story at the moment

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Homer@Simpson

1Mon

Pull it off 😊👍

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Unbekannt@Pirat123

1Mon

I would sell DHL (I already have), as the share has no growth for me. It is moving sideways.

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Georgi@Georgi98

1Mon

I am also thinking about selling German 💩 shares and buying more US shares

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PunktPunktKommaStrich@PunktPunktKommaStrich

1Mon

$DSV

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MHi_292@Valueformoney

1Mon

I don't see any significant change in the fundamental development of DHL and have used the fall in the share price to enter the market. DHL is a top international player in the logistics sector, and therefore an opportunity for me to diversify my US-heavy portfolio outside the USA.

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Waldo@Waldo

1Mon

At a pe of 13.2, dhl is a steal. Certainly given the great business outlook. The only thing dragging it down is the letters, but it's being replaced by the more profitable constantly increasing package business.

Why do you want to dump the share with such a long investment time Horizont?

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Tobi222004@Tobi222004

1Mon

Just screen the logistics market and find growth stocks from all regions of the world in this sector. There are a few that are in a great position fundamentally and technically and will hopefully go up soon 🤫

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