4Mon·

Siemens vs GE

I have been focusing my portfolio for weeks now. So the question arose: what will be the result? Of course, the companies that overlap have to go first. Now the problem arises as to which share is better. With $GEHC (+1.55%) vs. $SHL (+0.23%) After much deliberation, I opted for $SHL (+0.23%) after much deliberation. Now only $GEV (-1.56%) vs. $ENR (+4.35%) . Here the decision is just as difficult for me. One is cheaper than the other, the other is fundamentally better and... Both have pros and cons, so I'm wondering if any of you have any ideas.

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Soprano@Soprano

4Mon

Incidentally, I would also be on the General Electric team at GEHC. I also don't like the complete lack of growth at Healthineers. Apart from that, even GEHC is a perpetual watchlist stock for me, which I have only been following for a long time because I keep finding more interesting business models in the healthcare sector.

I listened to this podcast episode by chance last year and the question was also discussed there: https://www.podcast.de/episode/628476544/general-electric-spaltet-sich-auf-wo-lohnt-es-sich-zu-investieren

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