Good evening,

Since this is also about shares such as $MILDEF (+6.94%) of the good @Tenbagger2024 I wanted to show you the results of my stock search. Once a quarter I screen for stocks with the desired prerequisites. Maybe there is something for one or the other, just to whet your appetite. I always find companies with less than 5 billion Mcap particularly interesting, as relatively little capital is needed to move the share price. In addition, these companies are often under the radar of many analysts/investors. The following was entered in the search mask:

Revenue Forward 2Y CAGR >> at least +20%

EBITDA Forward 2Y CAGR >> at least +20%

PEG between 0.2 and 1.0 (company potentially undervalued -> growing faster than its valuation justifies)

Region: US / Sweden

I myself found the list exciting:

$MILDEF (+6.94%)

bounced off the top of the 200

$XVIVO (+4.51%)

new impulse after long -71% correction

$HACK (+2.67%)

new higher highs after 2 years of correction. RSI also turns upwards.

$SANM (+0.32%)

Monthly chart with massive momentum. Chart reminds of $DTE (+0.11%)

Still no signs of bearish divergences in the monthly.

Ron Sommer brought me the annual dividend again yesterday ( $DTE (+0.11%) ).

I particularly like the fact that no capital gains tax is ever deducted ( even if it's only a tax deferral ).

15 increases

13 unchanged

7 reductions

Insurance companies

Banks

Utilities

Car stocks

Type here if you like collecting dividends: https://shorturl.at/83W8R

$MBG (-2.09%)
$ALV (+0.16%)
$VOW3 (-1.88%)
$MUV2 (-0.37%)
$BMW (-1.35%)
$AIR (+2%)
$CBK (+0.23%)
$523232
$DTG (-1.35%)
$DHL (+0.41%)
$FME (-0.06%)
$FRE (-0.08%)
$HNR1 (-0.07%)
$MTX (+0.96%)
$RHM (+0.85%)
$SAP (+3.27%)
$ENR (-1.06%)
$BAS (+0.88%)
$BAYN (-0.15%)
$BEI (+0.9%)
$DBK (-0.05%)
$DTE (+0.11%)
$EOAN (-0.03%)
$GEA
$IFX (+1.04%)
$RWE (-0.05%)
$SY1 (+0.59%)
$ZAL (+3.4%)
$ADS (+0.89%)
$BNR (+2.27%)
$HEN (-0.41%)
$MRK (-0.15%)
$SIE (+1.06%)
$SHL (+0.22%)

Before the US attack, I had reorganized my portfolio and taken profits in order not to have too many stocks in my portfolio again, so I chose Van Eck as my anchor, and with the help of the AI I was given sectors that I completely neglected.

I am adding to these:

savings plan on the $TDIV (-0.26%) continue to run ( 1000,- Euro per month)

Buy on setbacks:

$TXN (+0.97%)

$NEE (+0.33%)

$AVGO (-0.02%)

$DB1 (+0.35%)

$DTE (+0.11%)

$HON (+0.32%)

$SIE (+1.06%)

What do you think about the portfolio or the targeted purchases?

Have a nice Wednesday.

https://topicswithhead.beehiiv.com/p/deutsche-telekom-wie-siehts-aus

My brief opinion on current developments and an unusually high price target.

$TMUS (+0.57%)
$DTE (+0.11%)

As some of you may have noticed, things have become a little quieter around me and my constant news flow, or rather, for certain reasons, I have stopped writing for the time being.

There are several reasons for this...

...on the one hand, I received a "nice" email from Getquin itself, on the other hand, my training, which was previously interrupted due to an urgent operation, will finally continue in April and the last IHK final exam (accounting specialist) in the field of tax law is coming up after a short time, so you have to sit on all 5s and do something about it.

After that, the certifications from DATEV itself, i.e. "DATEV accounting/DATEV payroll accounting", are still on the agenda and so I'm busy cramming, learning and implementing until the end of the year, in addition to everything else...but nothing comes from nothing.

I also don't really like some developments, grades, dictation and the constant reduction in services, even for premium customers, on the part of the platform operators...

...regardless of the fact that I can't really do anything with the coins I've collected so far anyway, the whole thing about the coins has gone up in smoke and mirrors...

...I don't really need overpriced caps, T-shirts and the like for coins either, I'm not a free or at my own expense free advertising medium and it doesn't help if you get an e-mail with a thank you for the arrangement and a stupid note at the same time...could have sent an appreciation or supporter package for the "arrangement" on their own initiative without a stupid hint...it's more common in the market...but no matter, the community support from Getquin is more and more like falling asleep...at some point the tingling just stops 😅

Be that as it may, February was a relatively good month this year despite all the capers...

...even after tearing several small ATH's, it has positioned itself today, just below the last one 😊 ...but also in the overall view of the year...

...it still looks quite good so far and even in the long term, everything is in the green 👍🏻

So now it's time to keep the ball rolling and stay true to our own strategy, which should pave the way for further growth with Orange.

In addition to value, the focus was of course once again on my beloved dividends and so last month there were €133.34 in net dividends, which represents an increase of 38.85% in the YOY and will be further expanded over time. The good months are still to come....😊

》Top 3《

$HAUTO (-0.37%) +26,34% (+64,76%)

$DTE (+0.11%) +23,34% (+20,19%)

$VICI (-0.1%) +8,89% (+25,35%)

》Flop 3《

$ASWM (-1.1%) -8,54% (-4,05%)

$YYYY (-0.72%) -6,43% (-9,68%)

$1211 (+4.25%) -3,95% (-13,58€)

》Purchases《

$1211 (+4.25%) 10x

$PID 35x

Apart from that, there wasn't really much else worth mentioning this month...

...so in this, wishing everyone another good hand...see you soon 👋🏻

What are your top 3 best performers in February?

My top ETF in February

$TDIV (-0.26%) +6.2%

$JEGP (-0.23%) +4.8%

$IDVY (+0.51%) +3.2%

My top individual stocks February

$DTE (+0.11%) +24.7%

$ENGI (-0.26%) +8.6%

$WKL (+3.44%) +6.4%

Laggards February

$HTGC (-0.08%) -10%

$MAIN (-0.77%) -7.7%

$CSG (+2.44%) -10.5%

$DTE (+0.11%) presented its quarterly figures for Q4 2025 today and, by and large, exceeded market expectations:

• Revenue (expected): 31.27 billion euros
• Turnover (reported): 31.72 billion euros

• EPS (expected): 0.44 euros
• EPS (reported): 0.44 euros

Despite the solid results, the reaction on the market was restrained, as the performance already seemed to be priced in. Nevertheless, the $DTE (+0.11%) once again underscored its operational stability in the challenging telecoms environment with these figures.

In addition, the $DTE (+0.11%) will propose a dividend of € 1.00 per share for the 2025 financial year. This corresponds to an increase of around 11% compared to 2024 and is already the third increase in a row. In addition, the management has announced a new share buyback program of around € 2 billion for 2026. Both are clear signals to me that the company wants to actively strengthen its shareholder return.

In my opinion, the growth drivers remain clearly recognizable. The further expansion of the fibre-optic network, rising customer numbers, particularly in the USA, and the increasing monetization of data services and digital offerings. The strong US subsidiary in particular remains a key earnings driver and is providing significant support for the Group's development. This certainly creates opportunities. The stable operating performance, combined with continuous dividend growth and share buybacks, makes the $DTE (+0.11%) a defensive anchor in my portfolio.

At the same time, however, the risks should not be ignored. The telecommunications sector is capital-intensive and highly regulated. High investments in network infrastructure can put pressure on free cash flow in the short term. Competition, particularly in the German broadband market, also remains intense. Added to this are possible regulatory interventions or geopolitical uncertainties that could affect individual markets.

In summary, the $DTE (+0.11%) solid figures with a slight beat in sales and EPS, rising dividends and a new buyback program. The company shows operational stability, but remains active in a challenging regulatory and investment-intensive environment.

How do you see it? Do you still see Deutsche Telekom as a stable dividend stock with structural value, or has a lot of upside already been priced in after the recent rally?

https://de.investing.com/news/company-news/deutsche-telekom-geschaftsjahr-2025-prognosen-ubertroffen-10--gewinnwachstum-je-aktie-angestrebt-93CH-3363778

~ No investment advice ~