$UNH (-6.94%) I understand today because of DoJ investigations etc. but what about $ODFL (-8.18%) the -8.6%, did something important happen? Does anyone know?
I am currently looking for companies that are active in the industrial sector and came across $ODFL (-8.18%) I came across. It's a solid company with good figures and a moat. The share price is also tempting at the moment. What do you think?
Actually always an absolute long-term runner. YTD, however, over -10% behind. I would first ask why this is the case. In itself, I think it's a great share - keyword dividend growth.
I think the majority of the shares are actually quite good. I would probably sort out a couple. But you have to feel comfortable and nobody can see into the future. For me, there would be a bit too many positions for the size of the portfolio. If you start like that, you'll soon have too many positions to keep track of, I'm afraid.
