Best Buy surprises with solid figures, but the share shows weaknesses. The electronics retailer Best Buy $BBY (-1.01%) presented a quarterly result in pre-market trading on Tuesday that surprised many market observers. With adjusted earnings of 2.58 dollars per share, the company exceeded Wall Street's expectations of 2.40 dollars. But appearances are deceptive: domestic sales fell to 12.72 billion dollars, compared to 13.41 billion dollars in the previous year. Internationally, there was also a slight decline to 1.23 billion dollars. Despite the positive profit, the market appears to be skeptical about Best Buy's future. Investors are wondering whether the company can survive in an increasingly challenging market environment.

In the USA, Plug Power pulls the emergency brake and announces a comprehensive restructuring plan. Plug Power $PLUG (+0.17%) unveiled its "Quantum Leap" project on Tuesday, which aims to improve the company's financial health. CEO Andy Marsh explained that further measures are necessary in view of the current market conditions. The plan includes redundancies and savings to optimize operations. This includes consolidating production facilities and reducing the workforce. The share price initially fell by almost 9 %, but then recovered and recently rose by 4.5 %. Nevertheless, the share has lost around 60 % of its value in the last 12 months. The challenges are therefore great and the road to stabilization will be anything but easy.

Sources:

https://finance.yahoo.com/m/416011a2-b583-3362-94b2-7bd547932b62/best-buy-reports.html

https://finance.yahoo.com/news/plug-power-announces-restructuring-plan-153055653.html

Earnings next week (11.11 - 15.11)

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Support is broken

what now?

$PLUG (+0.17%)

Thursday pay and to ze moon announced 🔥

Earnings next week

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Am at $PLUG (+0.17%) only -5%. Liquidate position at 0% or perhaps possible to hold at +10%?

Hello everyone,

I would also like to introduce myself and my portfolio briefly and concisely.

I've been a silent reader for a few months now. Now it's time to reveal a bit about myself.

About me:

My name is Sebastian, I'm 30 years old and I live in Bavaria. I live with my girlfriend in a house I inherited from my parents. I work in the business world as a mechanical engineer.

I can't say exactly when I started investing. I probably started about 4-5 years ago by participating in share bonus programs through my work. Otherwise, my investments have been steadily increasing since the coronavirus era. I was mainly triggered by Finfluencer. There are good and bad things about that. Good: I started investing. Bad: I bought a lot of things stupidly/blindly. I'm now trying to straighten that out and no longer follow such people.

Monthly savings rate approx. 2.5 to 3.0 k€.

I am not fully invested. I have and will continue to have a good cash position.

About the portfolio:

The aim is to create a healthy mix of growth, dividends (growth) and a stable, healthy basis. The dividends also serve somewhat as a "bonus".

As mentioned above, I have (or had) some stocks in my portfolio that I was/am not satisfied with and which I have therefore recently cleaned out and reallocated the freed-up capital. The reorganization process is still ongoing. Roughly speaking, I would generally like to have fewer individual stocks in my portfolio and will shift the weighting to ETFs.

About the individual stocks in the portfolio:

• $IUIT (-0.8%) This is a pillar of my portfolio. It runs with a monthly savings plan for €1000. The idea behind it is an ETF that gives me a good return and ideally outperforms "world ETFs". Sure, it's an ETF from one sector, but I think that's fine. The savings plan will continue to run.
• $HMWO (-0.45%) Also a pillar of my portfolio. Runs with a monthly savings plan for €1000. My selected "World ETF". Savings plan will continue to run.
• $XAIX (-0.93%) I am unsure about this. Also a sector ETF. Runs with a savings plan of €250 per month. Also technology-heavy. I'm thinking about cashing it out to compensate for the losses and to take profits from the current tech hype.
• $SHL (+0.02%) Largest single share position. Created through the share program mentioned above. 250€ monthly savings installment. The shares are sold selectively as soon as all the conditions of the program have been met and I have received maximum bonuses. I then switch directly to other stocks so that the SHL position does not become too large.
• $KO (-0.74%) It has recently become a pillar of my portfolio. Dividend growth, acceptable share price growth, few fluctuations. I like it. Will not be expanded for the time being.
• $MCD (-0.38%) See CoCa Cola. Has recently become a pillar of my portfolio. Dividend growth, acceptable share price growth, few fluctuations. I like it. I also see the share as strong in the real estate sector. Falling interest rates could trigger another good move here. Will not be expanded for the time being.
• $GOOGL (-1.25%) difficult. It has performed well, but is now considering realizing profits. Through my ETFs. I already have this stock indirectly in my portfolio. However, I have deliberately increased the weighting of this individual stock in my portfolio. Rather than buying more, I would rather take profits. However, I would add to it again after a correction.
• $MC (+1.2%) To be further expanded. Target 10k in the portfolio. I used the last small price slide as an additional purchase. Long-term investment. Will be bought at the next opportunity.
• $AMZN (-0.63%) See Google. I already have this stock indirectly in my portfolio. However, I have deliberately increased the weighting of this individual stock in my portfolio. Rather than buying more, more profit-taking. However, I would add to it again after a correction.
• $JNJ (-0.25%) To be further expanded. Target 10k in the portfolio. Dividend growth, acceptable share price growth, few fluctuations. I like it.
• $PG (-0.79%) Recently added to the portfolio. This stock should give the portfolio further stability. Target of €10k in the portfolio.
• $V (-0.42%) Recently added to the portfolio. This value should give the portfolio further stability. Target of €10k in the portfolio.
• $NKE (-1.16%) Difficult position. The recent dip was hard. Outlook also not good, if not bad. As things stand, I would like to sell this share. But I am reluctant to sell with a loss of just under € 1k. I will probably hold on for a while and then decide objectively. I had invested a little here after the dip in order to take advantage of a potential countermovement. I could have saved myself the trouble...
• $BLK and $TROW (-0.15%) same segment. I would like to decide on a share here and then expand it into a pillar of my portfolio. But which of the two...?
• $SBUX (-1.79%) Doesn't really fit into the portfolio anymore. The outlook isn't great either. I will probably sell it at +-0€ and shift the capital into a position to be expanded.
• $MPW (-1.53%) Legacy and memorial! Will continue untouched for now.

Of course, there have also been some failures so far, some of which have depressed performance considerably.

Any examples?

$YSN (+0.6%) : -36,80%

$PLUG (+0.17%) : -61,58%

$PYPL (-0.91%) : -14.68% (good luck for bad luck...)

$NKE (-1.16%) and $MPW (-1.53%) can probably be counted as well.

That's it. It has become a smaller wall of text. Sorry for that.

Feel free to give me feedback on my thoughts and the portfolio.

Have a nice weekend everyone!