news03 · 2024-11-06T11:50:39.111162Z

Ich überlege aktuell mich von $DHL zu trennen und stattdessen $UNP aufzunehmen. Ich habe nach wie vor einen 35-40 Jahre langen anlagehorizont und bin von der Logistik überzeugt, dass diese kontinuierlich gebraucht wird. Mein investmentcase bei DHL war vor allem die weltweite Aufstellung und Verbreitung (siehe auch Formel 1 Sponsoring), allerdings machen mich die anhaltenden schlechten Zahlen nachdenklich. Diese sind bei Union Pacific deutlich besser, jedoch sind diese nur auf die USA fokussiert was mein Exposure dort noch mehr erhöhen würde. Was sagt ihr? Wofür würdet ihr euch entscheiden oder kennt ihr noch andere Firmen aus dieser Branche die ihr besser findet?

@user03

2Mon·

I am currently considering parting with $DHL (-1.29%) and instead $UNP (+0.19%) instead. I still have a 35-40 year investment horizon and am convinced that logistics will continue to be needed. My investment case for DHL was primarily the global positioning and distribution (see also Formula 1 sponsorship), but the persistently poor figures give me pause for thought. These are much better at Union Pacific, but they are only focused on the USA, which would increase my exposure there even more.

What do you think? What would you choose or do you know other companies in this sector that you think are better?

33 Comments

Kai@Dividenden-Sammler

2Mon

All I can say is buy high sell low. DHL is one of the market leaders in international logistics - if you want to cut your sails now because of a small minus and focus only on the USA, then go for it. I wouldn't, although $UNP is certainly not a bad company - but only in the USA. I'd rather spend time at DHL in addition to the savings plan that's already underway.
$UPS $CNR $FDX $MAERSK A $MAERSK B would also be there if you are still looking for alternatives.

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Memo0606@Memo0606

2Mon

@Dividenden-Sammler $DSV 🤩

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news03@user03

2Mon

@Dividenden-Sammler yes, that's why I'm unsure, because DHL is in Germany and I don't like that at all, but the company operates internationally and is the market leader with a strong diversification, and I don't want to go beyond the America share of the msci world. So you would rather buy and hold?

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Kai@Dividenden-Sammler

2Mon

@User03 yes, I'm sticking with $DHL - but I also have a position in $CNR in my 2nd portfolio. They are active in North America (USA & Canada)

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news03@user03

2Mon

@Dividenden-Sammler okay thank you for your opinion ✌🏻

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Lucas Lahr@EuroDepot

2Mon

@Dividenden-Sammler I opened my first position yesterday and will buy more if prices fall. Airbus and Linde will be gradually removed. I will otherwise banish European shares for the time being. Very good seasonal business at the DHL Group... Amazon, Christmas business, package delivery, letter postage increase. I am positive for a short-medium term development. There is a great dividend anyway.

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Denis@DenisVidukic

2Mon

I would hold the DHL share. Especially now before the Christmas business. E-commerce, parcel business and express business will continue to grow. It is only the mail business that is losing from year to year. But that is structural. It will continue to decline with the spread of electronic signatures.

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news03@user03

2Mon

@DenisVidukic is also an argument, it keeps going up. Yes, the number of employees, the high costs and the poor performance of the new CEO so far worry me...

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JCM@TheStoic

2Mon

Basically worth considering, but I would remain patient for the time being. DHL has taken quite a beating in recent weeks. Would be a buy high sell low story at the moment

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news03@user03

2Mon

@FEAR ja…

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Homer@Simpson

2Mon

Pull it off 😊👍

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news03@user03

2Mon

@Simpson unschlüssig 👀😅

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Unbekannt@Pirat123

2Mon

I would sell DHL (I already have), as the share has no growth for me. It is moving sideways.

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news03@user03

2Mon

@Pirat123 That is exactly my problem

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Unbekannt@Pirat123

2Mon

@User03 Why is that a problem? If the stock is nothing because it doesn't meet your criteria, then sell and reallocate. It's actually quite simple 😅

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news03@user03

2Mon

@Pirat123 Yes, of course, but no other company has such a strong global presence, and with my investment horizon I'm happy to wait a year for the thing to go up

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Unbekannt@Pirat123

2Mon

@User03 the share hasn't really been going up for years. And just because it has a strong global presence, it can still be a pipe-dream in terms of growth... and for me DHL is such a candidate

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news03@user03

2Mon

@Pirat123 really true 😅

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Unbekannt@Pirat123

2Mon

@User03 Some see DHL as a good dividend payer, which is perfectly legitimate. But I prefer to focus on growth. Dividends can also be suspended or stopped completely :) but hey, to each his own. The way you feel most comfortable

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news03@user03

2Mon

@Pirat123 I'll have to think about it again, but thank you for your opinion in any case ✌🏻

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Georgi@Georgi98

2Mon

I am also thinking about selling German 💩 shares and buying more US shares

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news03@user03

2Mon

@Georgi98 well, I don't want too much USA either, I'd rather have a global presence, which is the case with DHL, but somehow they can't manage it structurally...😅

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Georgi@Georgi98

2Mon

@User03 if US stocks are doing so well, why not, German stocks are for the most part simply moving sideways

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PunktPunktKommaStrich@PunktPunktKommaStrich

2Mon

$DSV

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MHi_292@Valueformoney

2Mon

I don't see any significant change in the fundamental development of DHL and have used the fall in the share price to enter the market. DHL is a top international player in the logistics sector, and therefore an opportunity for me to diversify my US-heavy portfolio outside the USA.

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MHi_292@Valueformoney

2Mon

Addendum: now, on November 6, there was another significant insider purchase by CEO Dr. Meyer. In my view, this is a positive signal

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Waldo@Waldo

2Mon

At a pe of 13.2, dhl is a steal. Certainly given the great business outlook. The only thing dragging it down is the letters, but it's being replaced by the more profitable constantly increasing package business.

Why do you want to dump the share with such a long investment time Horizont?

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news03@user03

2Mon

@Waldo to go into better investments :)
No but I think I will buy more of it this week, I just don’t like the fact that they have that much workers and a huge amount of costs

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news03@user03

2Mon

@Waldo you are invested?

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Waldo@Waldo

2Mon

@User03 yes, in the minus now but just topped again at 35 and have a limit order again at 34. Total position is not that large at 4k. I see it as a more stable position hedging against riskier tech shares and crypto.

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Waldo@Waldo

2Mon

Main issue dragging it down, is debt. Given stubborn inflation, there is a risk the downward trend on interest rates won't persist.

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news03@user03

2Mon

@Waldo okay 👍🏻

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Tobi222004@Tobi222004

2Mon

Just screen the logistics market and find growth stocks from all regions of the world in this sector. There are a few that are in a great position fundamentally and technically and will hopefully go up soon 🤫

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