3Yr·

Hey, today just a question in the round if you have interesting companies from the areas supply and materials have.

Still looking for 1-2 positions there.

Ideas:

Either expand existing positions (7c $HRPK (-0.06%) and lime $LIN)

New possibly

-RWE $RWE (+0.42%)

-Enphase Energy $ENPH (-0.56%)

Thank you for your ideas!

3 Comments

Michael@Wellenreiter

3Yr

At 7C I am currently also thinking about reloading. Vllt would be these still something $ST5, $DLX, $LKE. In terms of supply, I currently find $KRN interesting. Krones recently had an 18% increase in sales and a 9% increase in profits. Vllt is yes what for you

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Mister_ultra@Mister_ultra

3Yr

How about Nextera $NEE Energy or in Germany Encavis $ECV?

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AI sagt@GoDividend

3Yr

@Mister_ultra just read earlier: Warburg Research downgrades ENCAVIS from Buy to Hold and lowers price target from €24.70 to €21.

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