@Twizzi would have liked to know your reasons for throwing out a Linde. Of course Ferrari is interesting at the current valuation level, but both in the portfolio is also clear 😄
@DividendHawk I am invested in Linde and am considering adding Ferrari. In my opinion, the two cover completely different areas and fit well together in a portfolio. The question is, when was the entry point for Linde? If you didn't get in at the last low, it has recently been moving sideways. But even then, I think it's a top stock in the long term.
