2D·

Insider: Agnelli family negotiates sale of Iveco - share price rises sharply

My dears, I'm sticking with it.

According to insiders, the Italian industrialist family Agnelli is negotiating the sale of commercial vehicle manufacturer Iveco. Tata Motors has been named as a possible buyer. The Indian vehicle manufacturer has approached the Agnelli family's holding company Exor about its stake in Iveco, according to two people familiar with the matter. The Iveco armaments business is not part of a possible sale.

A third insider said that Exor had started talks with more than one non-European interested party about a possible sale. Iveco shares rose by up to nine percent.

Source: ntv.de

https://www.n-tv.de/wirtschaft/der_boersen_tag/Insider-Familie-Agnelli-verhandelt-ueber-Verkauf-von-Iveco-Aktie-legt-kraeftig-zu-article25910315.html

www.n-tv.deInsider: Familie Agnelli verhandelt über Verkauf von Iveco - Aktie legt kräftig zu

13 Comments

bull_investor_vkmhk@bull_investor_vkmhk

Sell the News.

•

ThemenmitKopf@topicswithhead

I would hope that they would prefer to sell to a European, but it will probably be difficult. Regardless of that, I would prefer them to hold the shares.

•

Homer@Simpson

I actually hated the first Iveco vehicle at the post office, I actually love the newer ones 😂

••

Tenbagger2024@Tenbagger2024

@Simpson
That's right, you see a lot at the post office 🚀

•

Tenbagger2024@Tenbagger2024

@Simpson
Do you have the vehicles in electric?

••

Homer@Simpson

@Tenbagger2024 No, we still have diesel 😅

•

Kate🦋@Iwamoto

11H

Hi @Tenbagger2024
I would like to ask you how you become aware of stocks and what your criteria are as well as your favorite fundamental metrics?
Greetings

••

Tenbagger2024@Tenbagger2024

11H

@Iwamoto
Hello my dear,
That is very different. I often just look at the stocks with the best monthly performance on OnVista to find momentum stocks. I recently did this with Scandinavian shares. And I came across camurus $CAMX, for example, but also $KIT a few weeks ago.
I often filter out profitable companies with acceptable P/E ratios.
Then I look at the estimates, such as earnings growth, and ideally the future P/E ratio should fall as a result.
An ideal PEG should be below or around 1.
But don't overestimate PEG either.
It would also be nice if profit growth and sales growth have risen evenly in recent years. This is often the case with Burggraben shares.
It is also nice if free cash flow increases and is in good proportion to liabilities.
My favorite margin is the EbiT margin, which should ideally be increased.
You can also compare the EbiT margin with the peer group or with competitor companies.
I also like to use this tool to find growth and quality shares.
It also shows you the piotroski score.

https://aktie.traderfox.com/visualizations/US30161Q1040/DI/exelixis-inc

I also like to take a look at the share finder.
Comparable companies appear at the bottom of the list, so you will also become aware of new companies.

https://aktienfinder.net/aktien-profil/Exelixis-Aktie

I also often read reports on exciting topics. Like plegerobot and then I look up the companies.

Or reports about ocean exploration.
That's how I found
$PNG and. $NORBT.

We are happy to exchange ideas.

•

Tenbagger2024@Tenbagger2024

11H

@Iwamoto
If you select stocks based on momentum, you will also come across some companies that are not yet profitable.
Here I look at when they become profitable and what their growth rates are.
Valuation is often based on the P/E ratio.
But if at all, I would only play such companies in small positions.
If you are looking for quality stocks, you are better off using the Traderfox tool.

•

Kate🦋@Iwamoto

10H

@Tenbagger2024 Thank you very much. In fact, one of my main criteria in my stock selection so far has been profitability. However, I am currently facing a different challenge. I have built up far too many small positions through savings plans, which simply don't make sense, and I want to reduce them significantly. I'm currently reverse investing, so to speak. So I'm looking for reasons to sell the shares I already own.
Currently on the hit list are Parker Hannifin, Bae Systems, S&P Global and Waste Management as a shaky candidate. However, the decision has not yet been made on any of these stocks. Instead, my ETFs are to be increased further and AMD and I would like to build up a new position in $TPL. 🙈

••

Tenbagger2024@Tenbagger2024

10H

As you may have seen. I don't have any ETFS in my portfolio apart from the Bitcoin ETP.
So I've tried to create a core of quality stocks. And then there are the satellites of smaller growth stocks around it.
Due to the price reduction in April and the fact that I am finding many exciting stocks, my portfolio has now grown to 60 positions. But I still feel comfortable with that at the moment.
And it has also outperformed the s&p in recent months.
The shares you want to sell are not bad stocks to begin with. What makes you want to sell them anyway?
For me, Qualcomm is the only shaky candidate at the moment. Because the growth here is only in the single digits for the next few years.

•

Kate🦋@Iwamoto

10H

@Tenbagger2024 I also added a few small new positions in April. Unfortunately, the positions have remained very small as the market recovery has come faster than expected and there were simply too many for my savings rate.
At the moment, however, I don't want to add any more just for the sake of position size, as I consider many shares to be overvalued.

In addition, I now see myself and investing from a different perspective and know that I am definitely not the kind of person who can be successful with many individual stocks like W. Buffet or Peter Lynch. I lack expertise, commitment, motivation and willpower.
Instead, I am now very convinced of the system on which passive index ETFs are based nothing, but I will continue to "play" a little with individual stocks in the future, but then I will focus more on growth stocks, preferably at an early stage (like you)

••

Tenbagger2024@Tenbagger2024

10H

@Iwamoto
Yes, well, although I'm only using the few key figures I gave you.
And take a look at Buffet and his latest purchases.
Pool and Dominos and Kraft Heinz are just bobbing along.
He somehow overslept the last run.
And he's hardly involved in growth sectors like defense (drones), biotech and AI.
I don't think it's my place to criticize such a successful investor, but at the moment I can't see him having a real strategy.

So don't jump the fence and reconsider everything.
Somehow I find it even more difficult to combine ETFs and individual stocks into a proper strategy.
That's why I create my own ETF with individual stocks, which gives me a good overview of diversification.
Because the ETF is much more difficult to screen and you can't get the rotten potatoes out of it anyway.

•