Mister_ultra · 2023-05-16T15:46:49.363058Z

Schokolade fürs Depot Heute war mal wieder Sparplantag und mit Hershey $HSY ist eine neue Aktie im Depot gelandet. Erste Sparplanausführung mit einem höheren Betrag, um eine erste Position zu eröffnen. Gründe: Basiskonsum und Schokolade geht immer Hershey steigert kontinuierlich die Erträge und damit auch den Gewinn (nicht üblich für Basiskonsumunternehmen) Gleichzeitig eine sehr aktionärsfreundliche Unternehmensführung (Aktienrückkäufe und eine schön steigende Dividende) Schöne langfristige Kursentwicklung (von links unten nach rechts oben) Während Hershey in den USA der führende Schokoladenhersteller ist, gibt es in den Exportländern durchaus noch Aufholmöglichkeiten Die Lindt Aktie $LISN wäre natürlich mein Favorit in diesem Bereich, aber sowohl der hohe Preis als auch die (kleineren) Probleme bei Aktien aus der Schweiz haben mich zu Hershey's gebracht Fun Fact: Hershey Schokolade ist fester Bestandteil der Feldration des amerikanischen Militärs. Was ist euer Favorit, wenn es um das Thema Schokolade geht. Sowohl im Depot als auch im Einkaufswagen? Mondelez $MDLZ mit Milka, Hershey's $HSY oder der Klassiker: Lindt $LISN Oder etwas ganz anderes? Für mich: Im Depot Hershey's, im Einkaufswagen Lindt 85% 😍

@Mister_ultra

1Yr·

Chocolate for the depot

Today was again savings plan day and with Hershey $HSY (-1.55%) a new share was added to the portfolio. First savings plan execution with a higher amount to open a first position.

Reasons:

Consumer staples and chocolate always goes
Hershey is continuously increasing revenues and thus profits (not common for consumer staples companies)
At the same time, very shareholder-friendly corporate governance (share buybacks and a nicely rising dividend)
Nice long-term share price performance (from bottom left to top right).
While Hershey is the leading chocolate maker in the U.S., there is definitely catch-up opportunity in export countries
The Lindt share $LISN (-1.49%) would of course be my favorite in this area, but both the high price and the (minor) problems with Swiss stocks have brought me to Hershey's

Fun Fact: Hershey chocolate is an integral part of the American military's field rations.

What is your favorite when it comes to chocolate. Both in the depot and in the shopping cart?

Mondelez
$MDLZ (-3.01%) With Milka, Hershey's
$HSY (-1.55%) or the classic: Lindt
$LISN (-1.49%)

Or something completely different?

For me: Hershey's at the depot, Lindt 85% in the shopping cart 😍

16.05

Hershey

Bought x3.223 at €248.20

€800.00

15 Comments

CashDividendGamer@CashDividendGamer

1Yr

Mondelez and Hershey.

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Mister_ultra@Mister_ultra

1Yr

@CashDividendGamer mondelez also very exciting!

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Yannick S.@YannickSch

1Yr

Hershey it, the share must go. Good luck with the investment.

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Sarah@CooleSarah

1Yr

@YannickSch ahahahaha every English teacher. ALWAYS.

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Paketknecht@Paketknecht

1Yr

Have Mondelez and Hershey. I realized that there is no way around Hershey when I tried Reeses Peanut Buttet Cups for the first time 🤤 This candy will conquer the entire world 🚀 What I noticed is that Hershey has a much better rating (A1) than Mondelez (Baa1) at Moody's, mainly due to the debt of Mondelez. But my favorite from the sector is Ferrero, unfortunately not listed.

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Deleted User

1Yr

Comment was deleted

Mister_ultra@Mister_ultra

1Yr

@Marcel92 very understandable, my decision fell wuch between the two

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Deleted User

1Yr

Comment was deleted

Mister_ultra@Mister_ultra

1Yr

@Marcel92 Without being able to say it with 100% certainty, but Mondelez was once part of Kraft Foods before the merger with Heinz. In the course of that, the candy division was taken public as Mondelez. The deal was orchestrated at the time by Buffett, among others. I suspect that's why he got Mondelez out of that deal.

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Deleted User

1Yr

Comment was deleted

Mister_ultra@Mister_ultra

1Yr

@Dividendenfuchs_official That's true, but unfortunately with such companies almost always so. Therefore landed by savings plan in the depot :)

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Deleted User

1Yr

Comment was deleted

Mister_ultra@Mister_ultra

1Yr

@Djokovic_GOAT dude, what do you want now? You already know what a savings plan is and a long-term investment? In 10 years the stock will be higher, I care relatively little if at all where the stock is 4 months after I bought it and whether or not that was an ATH at the time. That is completely irrelevant to me. I have bought stocks at the ATH, I have bought stocks at the lowest possible point already. All in all I don't care ;)

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Deleted User

1Yr

Comment was deleted

Mister_ultra@Mister_ultra

1Yr

@Djokovic_GOAT
Thanks for explaining when I make a single purchase and when I make a savings plan ;) I have a savings plan in the amount of 200€ running, as a start were invested by savings plan 800€. Is not the only share, with which this is handled by me. Of course, no one knows that, no one knows that with a Microsoft, Tesla, NVIDIA or a MSCI World. Nominally, a savings account is guaranteed to be higher in 10 years at most. But if you are not convinced that your own shares will be higher in 10 years than they are today, I wonder why you buy them at all?

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