2Año·

Hey, today just a question in the round if you have interesting companies from the areas supply and materials have.

Still looking for 1-2 positions there.


Ideas:

Either expand existing positions (7c $HRPK (-0,64 %) and lime $LIN)

New possibly

-RWE $RWE (+0,58 %)

-Enphase Energy $ENPH (+0,69 %)


Thank you for your ideas!

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3 Comentarios

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At 7C I am currently also thinking about reloading. Vllt would be these still something $ST5, $DLX, $LKE. In terms of supply, I currently find $KRN interesting. Krones recently had an 18% increase in sales and a 9% increase in profits. Vllt is yes what for you
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How about Nextera $NEE Energy or in Germany Encavis $ECV?
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