I ask for your swarm intelligence/experience :-) - I'm finding it difficult to find a suitable SL, especially as earnings are due next week.

$RHM (-6.84%)

$MRVL (-3.77%)

Marvel Tech could rise by 50% in the next few weeks.

$ELF (+8.95%)

Elf soon at 11$

$NU (+1.01%)

Nu Hold. at 8€. Limit order has been placed and should be triggered soon.

$NVDA (+0.22%)

69€ (without stock split)

$HIMS (+4.16%)

well below 20$.

$TSLA (-1.09%)

by the end of 25 at 1000$.

$RHM (-6.84%)

at the end of the war in the UA back to 500€

$MSFT (-1.69%)

395$ due to good management

Hello everyone,

how do you see the technological strengths/weaknesses of European armor values, such as $RHM (-6.84%) , $LDO (-8.27%) , $BA. (-4.92%)
$AIR (-1.71%) in direct comparison and in comparison to American counterparts like $LMT (+2.14%) ?

Do we Europeans have any chance at all of keeping up? Where are we perhaps even pioneers? What is missing?

Open discussion

Unfortunately, hindsight is always wiser. Sold at the time with roughly 100% profit (June 2022).

Of course, nobody knows that it will take on such proportions years later (see photo) $RHM (-6.84%)

But in my opinion, it no longer makes sense to get back in now ✌🏼

Greetings,

I've been thinking about investing more regularly in the defense sector for some time now, my choice here would actually have been $RHM (-6.84%) but everyone should be aware that the share has been flying high recently 😎

Now I'm a bit unsure whether it makes sense to invest at the current price or perhaps even to save regularly 🤔

What do you think? Would it be better to keep your feet still for a while or go straight in with an uncritical amount? Do you have any other stocks from the defense sector that you can recommend more at the moment than $RHM (-6.84%) ?

I'm looking forward to your answers again! Thank you 😄

I have been invested in my defense stocks for over a year now. I have to say that Rheinmetall $RHM (-6.84%) was also the first share I ever bought in January last year. 😁 $HAG (-12.75%)
$BA. (-4.92%)
$KOG (-5.65%)
$R3NK (-6.53%)

Now I'm up more than 100% on many stocks, in some cases almost 200%. But the rally in the last few days and weeks is just crazy.

I am very, very sure that defense stocks will continue to rise in the long term. Otherwise I wouldn't have made the investment. 💁🏽‍♀️ But I am also sure that sooner or later there will be a correction. And for me that is actually a matter of days/weeks.

That's why I'm now considering whether I shouldn't actually realize my profits now and then get back in at a "favorable" time (for me that means -10, -20 or -30%).

Unfortunately, I don't have any experience in this area yet, so it's difficult to assess this right now. How do those of you who have been invested for longer do it? Do you also realize gains on shares at a "favorable" time if you are invested in these shares for the long term and are convinced?

Слава Україні 💙💛

European defense stocks rise after Selensky-Trump dispute

Shares in the defense industry experienced a strong upswing on Monday, and there are good reasons for this. The trigger was the scandal between Ukrainian President Volodymyr Selenskyj and US President Donald Trump, which brought talks on a raw materials agreement and security guarantees to a standstill. This uncertainty has prompted investors to bet on defense stocks in the expectation that defense spending in Europe will increase.

Rheinmetall $RHM (-6.84%) reached a new record high in the DAX and closed with an impressive gain of 13.71% at EUR 1,144.50. This means that the share has already gained 80 percent since the beginning of the year. HENSOLDT $HAG also benefited from the general euphoria and closed up 22.25 percent at 64.00 euros. Shares in thyssenkrupp $TKA (-7.57%) rose by 10.57 percent to 8.41 euros, while RENK $ABBV (+1.92%) rose by 18.90 percent to 35.52 euros.

Analysts agree that geopolitical tensions and uncertainty over US policy will boost defense spending in Europe. Jürgen Molnar from RoboMarkets emphasizes that the world has changed after the scandal and that Europe can no longer count on the USA as a reliable partner. JPMorgan analyst David Perry points out that many NATO countries will increase their defense spending in the near future, which could further boost demand for defense stocks.

Forecast: Aramco expects results

Saudi Aramco $2222 is about to announce results for the quarter ending December 31, 2024. Analysts estimate that earnings per share will come in at 9.3 cents, down from 11 cents in the same quarter last year.

For sales, analysts expect a decline to an average of EUR 103 billion, which corresponds to a decrease of 11.69 percent compared to the previous year. Last year, Aramco recorded sales of EUR 117 billion. For the past fiscal year, analysts expect earnings of EUR 0.42 per share, compared with EUR 0.48 per share in the previous year. Total sales are estimated at EUR 450 billion, which also represents a decline compared to last year.

Sources:

https://www.finanzen.net/nachricht/aktien/trump-selenskyj-streit-renk-hensoldt-thyssenkrupp-leonardo-rheinmetall-aktien-co-profitieren-stark-von-sondervermoegen-diskussion-14285430

https://www.finanzen.net/nachricht/aktien/aktie-im-fokus-ausblick-aramco-saudi-aramco-gibt-ergebnis-zum-abgelaufenen-quartal-bekannt-14285220

It has become normal for large stocks to be more volatile than we were used to for a long time.

The price changes following news (latest example $RHM (-6.84%) or $HAG (-12.75%) ) seem to me to be the reaction of a lot of investors who are desperate to get in on the latest price explosion. The fact that these are financially solid stocks and not shitholes will probably quickly convince many people to invest.

Of course, institutions also invested in armaments during the war years, but the latest rise was rather untypical. Extreme buying up of the share price after news for an asset in the 100B range speaks for enthusiastic small investors who are not necessarily interested in buy and hold.

The volume and fluctuations will definitely increase, but after such a rise there is also a chance of temporary setbacks until expectations are backed up by figures.

Of course, I wish all investors that the EU will first present a high joint investment program, only for armaments produced in Europe, but it is also possible that a lot will be bought from the USA in order to persuade Trump to cooperate.

The chances of a stock being gambled are high, but with an increase of 200% in one year, a setback of 30% sooner or later is also to be expected.

Europe will certainly generate more sales for Rheinmetall in the medium term, but nobody can guarantee that the valuation will then be right.

Fomo is not worth an investment

Good luck🚀

Congratulations to all $RHM (-6.84%) Investors 1200 mark, very strong runner. Hope everyone found entry points for the tech stocks last week or made additional purchases. The weeks - months will continue to be volatile and the market will react skeptically to media reports, now it is important not to be distracted from your plans and to focus on your portfolio strategy in the long term if you plan to do so.

Have a good working day ✌️