Puestos
107As a logistics specialist, I am considering expanding this area in my portfolio.
I currently have :
$KCC (+0,46 %)
$DHL (-0,36 %)
$MPCC (-0,67 %) and a very small position $HAUTO (-0,57 %)
I am clearly in the black with all positions.
From my professional experience, I see clear potential in the sector, but I lack inspiration.
What is your top stock in the sector, or where would you like to invest?
What a wild ride that was, please ?!? Even the poor kangaroo gets sick...
🦘📈🦘📉🦘📈🦘📉🦘📈 🦘
...and personally don't really believe that the current situation is the end of "Pinky and the Brain"...
... "Pinky" still has to live up to the bets of all his boddies, has his back to the wall domestically with regard to the mid-terms and "the Brain" still has no interest in the end, after all, he still wants to permanently occupy at least southern Lebanon (incorporate the country) and therefore continues to escalate...
...my conclusion from this is that "Pinky" will launch a limited ground offensive over Easter or shortly afterwards in order to sell it strategically at home or to be able to announce something successful at all, the outcome of which is still completely open, while "the Brain" is already forging plans on how he can continue to pursue his goals even after a possible US exit - the end is open - regardless of the fact that the energy issue will still not be resolved after the end 🤷🏻♂️
But let's get back to March...
...even though the month was difficult, it ended with a small gain on the bottom line or even just below the last ATH...
...shows me, conversely, that my consistent strategy and steady fingers have been able to survive such market phases relatively well so far 💪🏻
In terms of the year as a whole, the first quarter has also been relatively successful for the circumstances and when I think about the fact that the overall portfolio is just ~1.5-2% below my chosen September milestone, the whole thing reassures me immensely or rather... is going better than forecast 🫠
In the long term, of course, everything is still on target and so not only are the nights still calm and cozy, but I also know that the dividends will continue despite everything, which brings us back to the next topic...
》Dividends《
This month there were €116.68 net dividends, which means an increase of 164.41% YOY 💪🏻
YoC (TTM) is ~6% and thus slightly below the target range, although the good months are yet to come...
》Outflows《
$PDI (+0 %) (35x)
$VICI (+0,1 %) (35x)
》Accesses《
$ALV (-0,33 %) (5x)
$EVD (+2,41 %) (25x)
$FWRG (-0,09 %) (73x)
》TOP 3《
$3750 (-4,97 %) +28,67% (+89,65%)
$VAR (+1,11 %) +23,61% (+55,54%)
$HAUTO (-0,57 %) +11,31% (+79,18%)
》FLOP 3《
$HSBA (+0,24 %) -8,25% (+45,21%)
$ASWM (-1,2 %) -6,51% (-8,38%)
$MUX (+7,95 %) -5,70% (+27,30%)
Furthermore, all contracts for the continuation of my training were signed and sealed this month, which was also pleasing and comes with a small salary increase 😊
That's all from me for now and I wish us all a successful April
+ 1
$HAUTO (-0,57 %) - Hoegh Autoliners, review.
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As some of you may have noticed, things have become a little quieter around me and my constant news flow, or rather, for certain reasons, I have stopped writing for the time being.
There are several reasons for this...
...on the one hand, I received a "nice" email from Getquin itself, on the other hand, my training, which was previously interrupted due to an urgent operation, will finally continue in April and the last IHK final exam (accounting specialist) in the field of tax law is coming up after a short time, so you have to sit on all 5s and do something about it.
After that, the certifications from DATEV itself, i.e. "DATEV accounting/DATEV payroll accounting", are still on the agenda and so I'm busy cramming, learning and implementing until the end of the year, in addition to everything else...but nothing comes from nothing.
I also don't really like some developments, grades, dictation and the constant reduction in services, even for premium customers, on the part of the platform operators...
...regardless of the fact that I can't really do anything with the coins I've collected so far anyway, the whole thing about the coins has gone up in smoke and mirrors...
...I don't really need overpriced caps, T-shirts and the like for coins either, I'm not a free or at my own expense free advertising medium and it doesn't help if you get an e-mail with a thank you for the arrangement and a stupid note at the same time...could have sent an appreciation or supporter package for the "arrangement" on their own initiative without a stupid hint...it's more common in the market...but no matter, the community support from Getquin is more and more like falling asleep...at some point the tingling just stops 😅
Be that as it may, February was a relatively good month this year despite all the capers...
...even after tearing several small ATH's, it has positioned itself today, just below the last one 😊 ...but also in the overall view of the year...
...it still looks quite good so far and even in the long term, everything is in the green 👍🏻
So now it's time to keep the ball rolling and stay true to our own strategy, which should pave the way for further growth with Orange.
In addition to value, the focus was of course once again on my beloved dividends and so last month there were €133.34 in net dividends, which represents an increase of 38.85% in the YOY and will be further expanded over time. The good months are still to come....😊
》Top 3《
$HAUTO (-0,57 %) +26,34% (+64,76%)
$DTE (-2,93 %) +23,34% (+20,19%)
$VICI (+0,1 %) +8,89% (+25,35%)
》Flop 3《
$ASWM (-1,2 %) -8,54% (-4,05%)
$YYYY (+0,04 %) -6,43% (-9,68%)
$1211 (+3,94 %) -3,95% (-13,58€)
》Purchases《
$1211 (+3,94 %) 10x
$PID 35x
Apart from that, there wasn't really much else worth mentioning this month...
...so in this, wishing everyone another good hand...see you soon 👋🏻
The military escalation between the USA, Israel and Iran is causing strong market movements worldwide. Investors are shifting out of cyclical sectors and into security, energy and defense.
_________________________
Bitcoin $BTC (+0,3 %) shows surprising stability
Despite geopolitical risks, Bitcoin is apparently being used as a liquidity parking lot in the short term. At the same time, volatility remains high - further escalations could trigger new spikes.
_________________________
🛢 Oil prices up significantly
According to the report, the USA is currently no release from the strategic oil reserve. The market is still considered to be supplied, but the situation remains tense.
_________________________
🏦 Banks under pressure
The European banking index loses around 3,5 % - sharpest decline since April 2025.
Particularly affected:
In the USA also weaker until the US opening:
Reason: Strong Middle East business of many institutions and general risk aversion of investors.
_________________________
✈️ Travel industry collapses
High oil prices and uncertainty weigh heavily on tourism stocks:
Flights to the region are canceled, travel offers suspended. Investors fear rising costs and falling booking figures.
_________________________
💎 Luxury stocks clearly in the red
The European luxury index loses almost 4 %.
Strongly affected:
Background:
Luxury is heavily dependent on global travel. Capital flows out of cyclical stocks.
_________________________
🛡 Defense stocks as clear winners
Geopolitical tensions drive up defense stocks:
Partial price increases of 3-6 %.
The focus is particularly on missile defense systems and possible increases in defense budgets.
_________________________
🚢 Shipping companies benefit
Transport values increase due to detour (avoidance of Hormuz, Suez Canal & Bab al-Mandab):
Reason: Shortage of transport capacity and speculation on rising freight rates.
_________________________
🥇 Gold in demand
Profiteers in mining stocks:
The sector has been showing relative strength for several days.
$4GLD (-0,82 %)
$GOLD
$GOLD (-0,96 %)
_________________________
📊 Market logic clearly recognizable
Winner:
🛡 Armaments
🚢 Shipping companies
🥇 Gold
₿ Bitcoin (short-term)
Losers:
🏦 Banks
✈️ Travel
💎 Luxury
_________________________
🔎 Conclusion
The market reaction follows the classic pattern of geopolitical crises:
The decisive factor remains whether the situation eases diplomatically - or escalates further.
_________________________
Source:
Reuters: Anleger greifen bei Bitcoin als "Fluchtvehikel" zu (Via TradingView)
Here the title is $HAUTO (-0,57 %) is very well presented. Immediately on my watchlist with price signals to enter.
Hoegh Autoliners ASA is a Norwegian shipping company with over 90 years of history. The focus is on the transport of vehicles, machinery and other rolling stock across the world's oceans using specialized RoRo (roll-on/roll-off) vessels. The shipping company has developed into one of the most important players in global vehicle and heavy goods transportation and has significantly expanded its fleet.
Why dividend hunters should take a look here
What particularly interests dividend investors is the dividend policy, and Höegh Autoliners is exceptional in this respect:
🟦 Quarterly dividend payment
The company pays dividends several times a year, usually quarterly in March, May, September and November.
🟦 Very high dividend yield
The dividend yield is one of the highest on the market. Depending on the calculation period, it is clearly in the high double-digit range - around 19% to 25% compared to current share prices.
For example:
These are all yields that traditional dividend stocks in Europe or the USA can usually only dream of.
Total return ≠ dividend only
An often overlooked point about extremely high dividends is that they should not be viewed in isolation:
Nevertheless, quarterly distributions combined with an attractive valuation (low P/E ratio) are an interesting package for investors who prioritize current income.
Opportunities for dividend hunters
🟦 "Cash yield" instead of "price yield"
A large part of the dividend yield comes from actual cash distributions, not just theoretical calculations. This is a clear advantage for investors who want real income or rely on dividends for financial independence.
🟦 Quarterly payments instead of annual dividends
Many traditional dividend stocks only pay once a year. Four payments per year reduce reinvestment risks and improve cash flow.
🟦 Low valuation can mean further upside potential
A currently low P/E ratio (e.g. below 5) signals that the market is valuing the share very favorably. This can mean for dividend hunters:
➡️ High current distribution and potential for the share price to catch up.
Risks you should be aware of
As with any strong dividend stock, there are risks:
A dividend hunter should therefore see this share not just as an "interest payment", but as a company with operational risks and opportunities.
For whom is this share really interesting?
Ideal for:
Less suitable for:
Conclusion
The Hoegh Autoliners ASA share is a particularly exciting stock for yield and dividend hunters: it offers above-average current income, regular quarterly dividends and a business model with global reach in vehicle and heavy goods transportation. However, this attractiveness does not come without risk and volatility.
So if you prioritize "cash flow in the portfolio" over share price capitalization and are prepared to endure short-term fluctuations, this stock definitely belongs on your watchlist - because where else can you find similar dividend yields in established companies?
Of course, this is not a top analysis as you can see for yourselves. This is my personal opinion and I wanted to share it with you. Of course, it is not intended to encourage anyone to buy or sell. Everyone has to form their own opinion and start their own analysis.
$HAUTO (-0,57 %)
$MAERSK A (+1,57 %)
#dividende
#cashflow
#dividend
#transport
Hoegh Autoliners ASA is a Norwegian shipping company with over 90 years of history. The focus is on the transport of vehicles, machinery and other rolling stock across the world's oceans using specialized RoRo (roll-on/roll-off) vessels. The shipping company has developed into one of the most important players in global vehicle and heavy goods transportation and has significantly expanded its fleet.
Why dividend hunters should take a look here
What particularly interests dividend investors is the dividend policy, and Höegh Autoliners is exceptional in this respect:
🟦 Quarterly dividend payment
The company pays dividends several times a year, usually quarterly in March, May, September and November.
🟦 Very high dividend yield
The dividend yield is one of the highest on the market. Depending on the calculation period, it is clearly in the high double-digit range - around 19% to 25% compared to current share prices.
For example:
These are all yields that traditional dividend stocks in Europe or the USA can usually only dream of.
Total return ≠ dividend only
An often overlooked point about extremely high dividends is that they should not be viewed in isolation:
Nevertheless, quarterly distributions combined with an attractive valuation (low P/E ratio) are an interesting package for investors who prioritize current income.
Opportunities for dividend hunters
🟦 "Cash yield" instead of "price yield"
A large part of the dividend yield comes from actual cash distributions, not just theoretical calculations. This is a clear advantage for investors who want real income or rely on dividends for financial independence.
🟦 Quarterly payments instead of annual dividends
Many traditional dividend stocks only pay once a year. Four payments per year reduce reinvestment risks and improve cash flow.
🟦 Low valuation can mean further upside potential
A currently low P/E ratio (e.g. below 5) signals that the market is valuing the share very favorably. This can mean for dividend hunters:
➡️ High current distribution and potential for the share price to catch up.
Risks you should be aware of
As with any strong dividend stock, there are risks:
A dividend hunter should therefore see this share not just as an "interest payment", but as a company with operational risks and opportunities.
For whom is this share really interesting?
Ideal for:
Less suitable for:
Conclusion
The Hoegh Autoliners ASA share is a particularly exciting stock for yield and dividend hunters: it offers above-average current income, regular quarterly dividends and a business model with global reach in vehicle and heavy goods transportation. However, this attractiveness does not come without risk and volatility.
So if you prioritize "cash flow in the portfolio" over share price capitalization and are prepared to endure short-term fluctuations, this stock definitely belongs on your watchlist - because where else can you find similar dividend yields in established companies?
Of course, this is not a top analysis as you can see for yourselves. This is my personal opinion and I wanted to share it with you. Of course, it is not intended to encourage anyone to buy or sell. Everyone has to form their own opinion and start their own analysis.
$HAUTO (-0,57 %)
$MAERSK A (+1,57 %)
#dividende
#cashflow
#dividend
#transport
