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All I can say is buy high sell low. DHL is one of the market leaders in international logistics - if you want to cut your sails now because of a small minus and focus only on the USA, then go for it. I wouldn't, although $UNP is certainly not a bad company - but only in the USA. I'd rather spend time at DHL in addition to the savings plan that's already underway.
$UPS $CNR $FDX $MAERSK A $MAERSK B would also be there if you are still looking for alternatives.
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@Dividenden-Sammler yes, that's why I'm unsure, because DHL is in Germany and I don't like that at all, but the company operates internationally and is the market leader with a strong diversification, and I don't want to go beyond the America share of the msci world. So you would rather buy and hold?
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@User03 yes, I'm sticking with $DHL - but I also have a position in $CNR in my 2nd portfolio. They are active in North America (USA & Canada)
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@Dividenden-Sammler okay thank you for your opinion ✌🏻
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@Dividenden-Sammler I opened my first position yesterday and will buy more if prices fall. Airbus and Linde will be gradually removed. I will otherwise banish European shares for the time being. Very good seasonal business at the DHL Group... Amazon, Christmas business, package delivery, letter postage increase. I am positive for a short-medium term development. There is a great dividend anyway.
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